| 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 |
The Bank of Northern Michigan is a Petoskey, MI-based company in the Financial Services sector.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
First State Bank of Illinois is a La Harpe, IL-based company in the Financial Services sector.
First National Bank of the Rockies is a Craig, CO-based company in the Financial Services sector.
Bank Of The Southwest is a Roswell, NM-based company in the Financial Services sector.