HR Execs on the Move

Fieldpoint Private

www.fieldpointprivate.com

 
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private ...
  • Number of Employees: 25-100
  • Annual Revenue: $500M-1 Billion

Executives

Name Title Contact Details

Similar Companies

GBST

GBST provides technology services to the global financial services industry, addressing our clients’ constant needs for innovation, competitiveness and responsive IT that truly enables business. A series of carefully sought after acquisitions have now equipped GBST with game changing innovators, including the award winning Coexis with its next generation Syn platform; Infocomp with its acclaimed wealth management products and Palion with Australia`s foremost derivatives trading solutions. GBST now has one of the most modern software and technologies available to capital market participants & wealth managers in the world today. With Composer™, for example, the agility and scope offered within a single, client centric solution has delivered cost-savings to fund administrators and wealth managers alike and is spearheading our success in the UK & European markets. GBST Shares™ is the most scalable and widely used middle and back-office equities system in Australia. Shares™ has a proven track record as a real-time, feature rich and reliable system which enables brokers to improve business efficiency and reduce transaction costs. GBST is leading the evolution of a new kind of advanced software vendor where the rules of user empowerment, easy configurability and intense flexibility apply. The evidence of what`s to come can already be found in Asia Pacific where global brokerage and investment groups leverage GBST Syn`s flexibility and user-controlled adaptability to manage trade processing cycles for multiple products and markets in multiple geographies, all from within a single solution. All with exceptional levels of efficiency, responsiveness and reliability. New web based technologies are also delivering interactive, data driven market intelligence for sounder decisions. However you want to innovate your business, our goal is to offer the strength, global reach, breadth of services and technologies to make it happen.

BancVue

BancVue empowers community banks and credit unions to win back market share from megabanks. Our Kasasa product strategy provides the ultimate silver bullet against megabanks: strategic co-opetition.    BancVue’s complete Success Formula is a holistic approach proven to drive bottom-line results for our financial institution partners, including: substantial lifts in non-interest income and profit-per-account while attracting younger account holders with greater retention and wallet share.    This Success Formula combines groundbreaking Kasasa accounts and products, scale-driven marketing, advanced online solutions, data-driven consulting, compliance, training, and ongoing support.    The flagship Kasasa brand of products is a whole new approach to banking. Through the power of co-opetition, it gives community banks and credit unions marketing power that rivals the megabanks and consumer products that are superior to megabank products. It provides community financial institutions the opportunity to unite for growth while enhancing their individual brand identity.    BancVue invites all credit unions and community banks to attend the monthly BTAN Executive Conference, an all-expenses-paid trip to our Austin headquarters. You’ll enjoy a deeper dive into the Kasasa Success Formula with your peers and existing BancVue clients, uncovering the proven path to your institution’s growth.

Citizens Holding Company d/b/a The Citizens Bank of Philadelphia

Citizens Holding Company d/b/a The Citizens Bank of Philadelphia is a De Kalb, MS-based company in the Financial Services sector.

HeritageBank

HeritageBank is a Hinesville, GA-based company in the Financial Services sector.

Universal Money Ctr

Universal Money Ctr is a Mission, KS-based company in the Financial Services sector.