| Name | Title | Contact Details |
|---|---|---|
Patty Glines-Kotecki |
Vice President, Human Resources | Profile |
Steve Trubiano |
Chief Financial Officer | Profile |
Ronnie Guidry |
Director, Product Development | Profile |
Ryan Clune |
Chief Marketing Officer | Profile |
Charity Emery |
Director, Human Resources | Profile |
Our platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past. In doing so, we`re automating the process by which $500 billion in 401k assets is rolled over each year.
Capital Community Credit Union/LSI Financial is a Redford, MI-based company in the Financial Services sector.
Premier Commercial Bank is one of the leading providers in Financial Services. It is based in Philadelphia, PA. To find more information about Premier Commercial Bank, please visit www.pcboc.com
Integrity, knowledge and a focus on making the process as simple as possible for our clients: that’s what Urban Financial of America, LLC (UFA) is all about. Founded in 2003, our company is one of the top lenders of reverse mortgages in the United States, and plays a leadership role in our industry. We pride ourselves on being a trusted resource, matching our unique customers with the products best suited for them. We empower our clients with the financial independence they’ve earned.
Caledonia is an independent global investment manager, managing private and institutional assets within a single long short equity strategy. Caledonia has offices in Sydney and New York. Caledonia was established in 1992 as a private investment group, originally to manage the investment portfolio of members of the Darling family, and later, the Nelson and Vicars families. In 1998 we extended our investment management offering to a wider selection of clients. The group manages approximately A$2.8 billion.