| Name | Title | Contact Details |
|---|---|---|
Tiffany Chan |
Senior Manager (vp), Senior Hr Generalist - Talent & Culture Cib | Profile |
James Sheehan |
Executive Director- Global Macro Sales | Profile |
Ignacio Zavala |
Head of Global Sales Cash Management | Profile |
Patapsco Bancorp is a Dundalk, MD-based company in the Financial Services sector.
Caisse Financial Group is a bilingual financial co-operative where, as a member, you are also an owner who profits from our success. This makes the Caisse Financial Group significantly different from traditional banking institutions. In addition to profit sharing with member-owners, Caisse Financial Group returns a portion of its profits to the communities it services by supporting local projects and activities. Since earnings remain in the area you live, your membership directly contributes to the economic development of your community. Membership, which is open to all Manitobans, is your key to accessing the Caisse Financial Group full range of products and services, designed to meet your personal and business banking needs. Mission Statement Our mission statement describes who we are and is at the heart of our day-to-day business. Our mission reminds us of our origins and reflects our evolution over the past 75 years of the history of the Caisses of Manitoba : Caisse Financial Group is a financial co-operative which is open to all, offers personalized service in French and English, supports the financial health of its members and develops enduring relationships with its members, employees and their communities. Our Core Values Our values are the frame of reference that guides our actions and decisions and shapes the culture of our organization : Respect for Individuals Value our members, employees and partners and foster an inclusive culture. Integrity and Transparency Be ethical, honest and fair at all times. Innovation Continually improve our products and services in order to exceed our members` expectations. Community Involvement Actively participate in the sustainable development of the community, which was an integral part of the foundation of our organization and continues to be the basis of our success. Proud of our Heritage Celebrate our origins and preserve our culture.
Casey State Bank is a Casey, IL-based company in the Financial Services sector.
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Premier Bank & Trust is a Wooster, OH-based company in the Financial Services sector.