| Name | Title | Contact Details |
|---|---|---|
CJ Warriner |
Vice President, Marketing | Profile |
Jill Kisting |
Vice President, Sales and Account Management | Profile |
Cherie Chelst |
Sr. Director of Procurement | Profile |
Eli Atalla |
Vice President Vendor Management | Profile |
Megan Stefanello |
Director, Human Resources | Profile |
KLR is one of New England`s premier accounting and business advisory firms. With 200+ team members and offices in Boston, Newport, Providence, Shanghai and Waltham, KLR provides a wide range of services to both individuals and businesses. Ranked one of the largest firms in New England, KLR`s growth and commitment to client service is unparalleled in the industry. Communication, Cost Saving Strategies, Relationships and Excellence are the core of our commitment to our clients. KLR has been awarded three Practice Innovation Awards and named one of the Best Places to Work (10 years in a row). Our award-winning firm helps ensure our ability to retain the most talented professionals to support your business.
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
Omaha Federal Credit Union is a Omaha, NE-based company in the Financial Services sector.
JVB Financial Group is a Boca Raton, FL-based company in the Financial Services sector.
Kalsee Credit Union is a Kalamazoo, MI-based company in the Financial Services sector.