| Name | Title | Contact Details |
|---|---|---|
Bryon Sharp |
Vice President/Senior Regional Vendor Finance Manager | Profile |
Susan Hovell |
Senior Vice President, Director of Sales and Marketing | Profile |
Fulton Bank of New Jersey is a Mount Laurel, NJ-based company in the Financial Services sector.
New York Title Research Corp is a Harrison, NY-based company in the Financial Services sector.
Founded in 1934 as San Diego Metropolitan Credit Union (SDMCU) to serve City employees, and re-established in 2018 as Wheelhouse Credit Union to serve all of San Diego, we have deep roots in the community and are committed to helping our Members and our beautiful City thrive. Our new brand is a reflection of our laid-back and inclusive culture, as well as our expertise and strength in financial services. We are a full-service, not-for-profit, financial institution with a steadfast commitment to eco-friendly initiatives. We help San Diegans achieve their financial goals through high-yield deposit accounts, low-rate loans, investment services, financial education and more. We serve our City and local communities as San Diego`s #1 Solar Financing Lender, through scholarship opportunities, Green initiatives, volunteering and more. Wheelhouse Credit Union is San Diego Made, and Proud.
Chase Manhattan is a Syosset, NY-based company in the Financial Services sector.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.