| Name | Title | Contact Details |
|---|---|---|
Mark Mulhern |
Chief Marketing Officer | Profile |
Elizabeth Langer |
VP, Growth | Profile |
Suzanne Segur |
Head of Human Resources | Profile |
BlackGen Capital is a 100% minority owned and operated investment fund and a 501(c)(3) organization that provides underrepresented students with a pipeline to the financial services industry.
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.
Indiana Members Credit Union, headquartered in Indianapolis, Indiana, was founded in 1956 as the Indiana University Medical Center Federal Credit Union on the campus of IUPUI, and has since grown to 32 branches in Central and Southern Indiana, offering consumer and business members a better financial alternative and a full array of products and services including savings and checking accounts, auto and mortgage loans, free online banking and bill pay. Traditionally offering better rates on loans and deposits, IMCU maintains true to its roots by “Keeping It Simple” for members.
Money Management is a Pompano Beach, FL-based company in the Financial Services sector.
Anthem Vault provides individuals with an efficient and liquid way to buy, own and sell physical, 100% fine gold and silver bullion. All metals are securely stored with an independent world-class vaulting facility in Salt Lake City, Utah and are insured for loss by theft or natural disaster. Details of the coverage provided under the policy can be obtained upon request. You can buy parts of a bar or full bars, with a minimum purchase amount of $25 up to a maximum purchase amount of $5 million per order. All gold is held in the form of 1-kilogram (32.15 oz) bars .9999 fine. All silver is held in the form of COMEX approved 1,000 ounce bars .9990 fine or higher. All gold and silver bars are produced by globally recognized LBMA-approved refiners. Anthem Vault`s offices and experienced operations team are based in Las Vegas, Nevada. The company is incorporated as a Nevada corporation under the name of Anthem Vault, Inc. and is regulated as a precious metals dealer by the USA Patriot Act.