| Name | Title | Contact Details |
|---|---|---|
Walter Phifer |
Chief Financial Officer | Profile |
Tammy Knies |
Head of Vendor Management | Profile |
Mackenzie Fox |
AVP Talent - Technical Recruiting | Profile |
Mark Moroz |
Executive Vice President, Head of Product | Profile |
Carri Mitchell |
VP, Lending Products | Profile |
Wellesley Bank is a Wellesley, MA-based company in the Financial Services sector.
A leader in the private placement space, Axcelus Financial provides innovative and customized insurance-based solutions to help high-net-worth and institutional clients grow and preserve their assets. Formerly Lombard International US & Bermuda, the new Axcelus name and brand was officially adopted as of Monday, January 22, 2024. As Axcelus Financial, we leverage three decades of experience and trusted leadership in the insurance industry to understand our clients unique needs and challenges, and we are committed to meeting them with the highest levels of service. For institutions, our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. For individuals and families, our extensive expertise in Private Placement Life Insurance and Annuities enable us to curate solutions that efficiently and effectively address the unique goals, needs, and tax implications of high-net worth and ultra-high-net-worth individuals and families in the U.S. and around the globe. Visit our website Axcelus.com to learn more about our business.
First Cherokee State Bank is a Woodstock, GA-based company in the Financial Services sector.
Jane Street is a New York-based technology-enabled financial institution that offers solutions such as quantitative trading and liquidity for institutional investors.
Seaport Financial is a New York, NY-based company in the Financial Services sector.