| Name | Title | Contact Details |
|---|---|---|
Jacob Fahringer |
Chief People Officer | Profile |
A growing commercial bank, established in 2001, Bank of Southern California, N.A., with headquarters in San Diego, CA, offers a range of financial products to individuals, professionals and small-to-medium sized businesses. The Bank`s solution-driven, relationship-based approach to banking provides accessibility to decision makers and enhances value through strong partnerships with its clients. The Bank currently operates branches in San Diego County, Los Angeles County, Orange County, San Bernardino County, and the Coachella Valley in Riverside County.
Bank Five Nine is a full-service, independent, community bank that has served southeast Wisconsin since 1859. We enjoy long, quiet walks on the beach, puppies and romantic dinners. Nah, we`re too old for all that, but we`re still pretty cool, and we do actually love puppies. As a community bank, we make it a priority to give back to the customers and communities we serve through charitable giving and volunteer opportunities. We have 14 full service branches throughout Ozaukee, Washington, Waukesha and Milwaukee counties, and several loan offices in Wisconsin, Illinois, and Minnesota.
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.
Unity Bank of Texas is a Houston, TX-based company in the Financial Services sector.
Sunset Bank is a Waukesha, WI-based company in the Financial Services sector.