| Name | Title | Contact Details |
|---|---|---|
Richard Morelli |
Executive Vice President, Chief Financial Officer and Treasurer | Profile |
Richard Sudol |
Executive Vice President and Chief Financial Officer | Profile |
Lori Dufficy |
Executive Vice President and Chief Experience and Engagement Officer | Profile |
Anne Wilkinson |
Chief Human Resources Officer | Profile |
Kristin Zummo |
Vice President of Learning and Development Manager | Profile |
Arlington Bank is a Columbus, OH-based company in the Financial Services sector.
Teamshares Inc. is an employee ownership platform for small business, driven by proprietary software, education, and financial products. Its mission is to create $10 billion of new wealth for employees through stock ownership. The company buys traditional small businesses from retiring owners to make them 80% employee-owned within 20 years, and provides the companies with new leadership, financial education, equity management software, and financial products. Teamshares is the market leader for small business employee ownership, with 84 companies acquired to date. The result is a network of financially durable companies that never have to be sold again—to the benefit of retiring owners, employee owners, companies, and local economies alike. Founded in 2019, the company has 140 employees across the U.S. and Canada.
Bank of St. Francisville is a Saint Francisville, LA-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.
Columbus State Bank is a Columbus, TX-based company in the Financial Services sector.