| Name | Title | Contact Details |
|---|---|---|
Kristen Quinn |
VP, Product | Profile |
Zachary Smith |
SVP Product | Profile |
Aaron Plante |
VP, Lending Products and Banking Strategy | Profile |
Beth Steinberg |
Vice President, People and Talent | Profile |
Illinois Valley Credit Union is a Peru, IL-based company in the Financial Services sector.
Headquartered in Dallas, Texas, Custodia Financial is an innovator dedicated to improving retirement outcomes. The company is a collaboration of industry experts with a history of successfully launching attractive new products into defined contribution platforms. Custodia spent four years developing its proprietary Retirement Loan Eraser™ platform. Designed to prevent retirement leakage caused by involuntary loan defaults, Retirement Loan Eraser ensures tax and regulatory compliance to effectively meet the needs of participants, plan sponsors and plan providers.
KopenTech LLC is a financial technology company digitizing workflow around refinancing and trading of structured products. Our online solutions deliver efficiency, cost reductions and advantageous data.
Spectrum Global Fund Administration is a Chicago, IL-based company in the Financial Services sector.
Charles & Potomac Capital is a private investment firm based in Dallas that focuses on technology, energy, healthcare, media, and real estate.