| Name | Title | Contact Details |
|---|---|---|
Danny Real |
Vice President of Sales and Account Management | Profile |
Jason Collins |
Vice President of Commercial Sales | Profile |
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.
Located in Rancocas, New Jersey, SQN Banking Systems sets the standard for fraud detection and process improvement software in the financial services industry. For over 30 years, financial institutions of all sizes have relied on SQN because its suite of SENTRY products delivers improved earnings for customers and can reduce check fraud losses by as much as 84 percent. SENTRY includes hosted solutions for real-time fraud analysis, exception item processing, image fraud detection, automated signature comparison, eSigning, signature verification and display, transaction analysis and safe deposit operations management.
Auto Workers Community Credit Union is a Oshawa, ON-based company in the Financial Services sector.
Carpathia Credit Union Limited is a Winnipeg, MB-based company in the Financial Services sector.