| Name | Title | Contact Details |
|---|---|---|
Nicole Mascera |
Director of Talent Management | Profile |
Carolina Mountains Cu is a Pisgah Forest, NC-based company in the Financial Services sector.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Founded in 1911, American Trust & Savings Bank is a member of ATBancorp, a $900 million family-owned bank holding company headquartered in Dubuque. American Trust currently serves four communities with nine branches.
UGA is a non-traditional finance company with a more broad-minded approach than is typical of most banks or secondary lenders. Simply put, UGA is one of the most innovative and progressive finance companies in the market today.
GMFS Mortgage locations: LA, GA, AL, MS & SC. Home loans to Buy, Build, Renovate and Refinance. Get started online today!