| Name | Title | Contact Details |
|---|---|---|
Charles Lee |
First Vice President and Talent Acquisition Officer | Profile |
Vincent Lertnitiwong |
VP Project and Product Officer | Profile |
Cindy Chen |
Chief Human Resource Officer | Profile |
Vantage West is a $1.9-billion financial institution in Arizona, which serves a growing membership of nearly 150,000 via online channels and branches across Arizona, offering consumer and business banking services including retirement accounts. Some products and services subject to approval.
Established in 1849, Merchants Bank is Vermont’s largest and sole remaining statewide bank. Consumer, business, municipal and investment customers enjoy personalized relationships, sophisticated online and mobile banking options. We have 32 branches conveniently located around the state. Click here to view our 165-year anniversary booklet to read more about our history. Merchants Bank and Merchants Trust Company employ approximately 300 full-time employees and 40 part-time employees statewide. We are proud to have earned several “Best Place to Work in Vermont” awards. For three consecutive years, American Banker ranked Merchants Bank a “Top 200” in America among 851 peers. The ABA Banking Journal listed Merchants Bank #18 among their “Top 25” midsize standouts. Merchants Bank stock is traded on the NASDAQ Global Select Market system under the symbol “MBVT.”
First Farmers and Merchants Corporation is the holding company for First Farmers and Merchants Bank, a community bank serving the Middle Tennessee area through 22 offices in seven Middle Tennessee counties. As of June 30, 2023, First Farmers reported total assets of approximately $1.9 billion, total shareholders` equity of approximately $108 million, and administered trust assets of $5.7 billion.
Confluence Financial Partners is a wealth management firm on a mission to help clients maximize their lives and legacies. Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is a SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Financial Partners. Investing involves risk; clients may experience a profit or a loss.
Olmsted National Bank is a Rochester, MN-based company in the Financial Services sector.