| Name | Title | Contact Details |
|---|---|---|
Cara Newman |
Head of Structured Finance | Profile |
Eugene Wong |
Chief Financial Officer | Profile |
Adam Sigel |
VP of Product | Profile |
Jonathan MacKinnon |
VP, Product Strategy and Business Development | Profile |
Andrea Garvey |
Head of HR | Profile |
Self Financial Group was founded to help insurance companies, commercial banks, and other financial institutions approve, implement, and administer best-in-class asset strategies and benefit planning. Our asset and benefit strategies include b...
AB NB Federal Credit Union is a Chesapeake, VA-based company in the Financial Services sector.
Lake Trust Credit Union, as Michigan’s fourth largest credit union and headquartered in Lansing, stretches from Lake Michigan to Lake Huron and Lake Erie. More than $1.6 billion in assets and 21 branches strong, Lake Trust provides its almost 158,000 members best-in-class products and offers individualized, trust-based member service. Membership is open to anyone within its 35-county service area.
Hillview Capital Advisors is a New York, NY-based company in the Financial Services sector.
Global Financial Private Capital, LLC is an independently owned, SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system through the creation of client relationships based on full fiduciary disclosure and transparency of action. Investors deserve a credible alternative source of advice compared to those products offered by the major financial corporations who have been described as “too big to fail.” As an independent organization, Global Financial has the freedom to offer unbiased advice without the potential for conflicts of interest often present within these larger broker dealers. By taking the time to understand our clients` financial and lifestyle needs and aspirations, we aim to align our advice in the same direction as our clientele. Global Financial comprises a number of special areas of expertise, all of which work together, as our clients require, to provide a comprehensive wealth management solution.