| Name | Title | Contact Details |
|---|---|---|
Dan O'Dea |
Director Of Accounting and Tax | Profile |
Katie Burckhardt |
Services Growth Officer | Profile |
Ralph Nilssen |
Director of Sales | Profile |
Frank Torres |
Director of Marketing | Profile |
Jared Weed |
SVP of Finance and Operations | Profile |
Del Norte Credit Union (DNCU) is a member-owned, not-for-profit financial institution which embraces the culture and community traditions of New Mexico. Our mission is improving lives by providing our customers with unparalleled, sound, and unbiased financial advice.
Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation. With a rich history extending back more than 125 years, Truist Securities offers a robust capital markets and investment banking platform that includes a comprehensive array of strategic advisory, mergers and acquisition and capital markets capabilities for corporate and institutional clients, including sales, trading and research services in both fixed income and equity. The firm also provides corporate finance, asset finance, risk management, liquidity and treasury management solutions to meet clients` full spectrum of financial needs. Headquartered in Atlanta, Truist Securities encompasses more than 1,400 teammates in offices located across the U.S.
Shoreline Federal Credit Union is a Muskegon, MI-based company in the Financial Services sector.
First New York Securities is a global multi strategy trading firm and registered broker dealer. The firm's diverse trading business spans numerous asset classes, including domestic and international equities, fixed income, commodities, interest rates, foreign exchange, derivatives, energy and tax exempt bonds.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.