| Name | Title | Contact Details |
|---|---|---|
Hannah Fagan |
Vice President, Human Resources | Profile |
Tim Pratt |
Sr. Vice President of Sales | Profile |
Jackie Havel |
Vice President of Human Resources | Profile |
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.
Offer your customers a Karmic solution to boost their business potential, with flexible distribution and pricing, and a range of customizable features.
Dantherm, Inc is one of the leading companies in Financial Services industry. Dantherm, Inc is based in Spartanburg, SC. You can find more information on Dantherm, Inc at www.dantherm.com
California United Bank is one of the leading providers in Financial Services. It is based in Sanford, NC. To find more information about California United Bank, please visit www.californiaunitedbank.com
Fundation is one of the nation`s leading small business lenders and financing solutions provider. Fundation partners with a broad array of financial and non-financial institutions that serve the small business market in a variety of capacities to bring value-added credit solutions. Fundation builds customized product offerings and delivery methods to meet the needs of each unique partner and the credit needs of its small commercial customers.