| Name | Title | Contact Details |
|---|---|---|
Jeanne McLaughlin |
Executive Vice President, Head of Marketing and Communications | Profile |
Dan Sanders |
Executive Vice President, Head of Private Markets | Profile |
Nicole Liddell |
Vice President of People and Culture | Profile |
Everyone deserves an equal chance to achieve their dreams. Good financial decisions can make those dreams a reality. At BrightPlan, our mission is to help you plan and invest for a brighter future. We are bringing together an experienced team of technologists, innovators and industry experts with a track record of re-inventing industries, creating new categories and successfully scaling businesses.
Baltimore Yearly Meeting is a Sandy Spring, MD-based company in the Financial Services sector.
We partner with bold leaders of category-defining companies to help them grow and innovate at scale.
Beacon Credit Union is a Wabash, IN-based company in the Financial Services sector.
Equiniti keeps things running smoothly for some of the best-known brands and public sector organisations in the UK. We specialise in providing finely-tuned finance and administration services, as well as smart technology solutions, in complex and regulated markets. Our services are delivered by 4,300 employees across 25 locations, enabling us to offer solutions that are flexible, adaptable and scalable. We are acknowledged leaders in the pension services market and in the share registration market, where our clients include around half the FTSE 100. Our mission is to make the complex simple.