| Name | Title | Contact Details |
|---|---|---|
Cedric Collier |
Assistant Vice President, Talent Acquisition | Profile |
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Asset Risk Management has been helping Oil and Gas Producers with their hedging decisions since 2004. We bring a dynamic approach to risk management by structuring the initial strategies that provide protection and providing the ability to enhance/optimize those hedge positions as the market provides opportunity to do so. Develop, implement, and manage hedge strategies that are custom tailored to each client`s individual objectives and risk tolerances Continuously monitor the market for opportunities to improve hedge positions and mitigate risk Serve as an extension of our clients in-house resources to improve hedging decisions and diffuse emotional reactions to the market Utilize proprietary models and extensive market knowledge to provide price transparency Provide clients with daily position and risk reporting, FASB compliance assistance, counterparty credit position reports, MtM reports, and more
Oportun is a financial technology company founded in 2005. Our mission is to provide inclusive, affordable financial services that empower our customers to build a better future. Oportun uses advanced data analytics and technology to “score” and lend money to individuals with limited credit history that other lenders consider “unscorable.”
Custodial and Clearing Services offered through Raymond James. Advisory Services offered through InVest Capital Partners, LLC.
JCL SOLUTIONS INC is a Pompano Beach, FL-based company in the Financial Services sector.