| Name | Title | Contact Details |
|---|---|---|
Kara Peterson |
VP of HR | Profile |
Brad Clegg |
AVP Payment/Deposit Product & Services | Profile |
Jay Turner |
AVP Consumer Lending Products | Profile |
Sharon Cook |
Chief Marketing Officer | Profile |
Pamela Lewis |
Senior Vice President of Human Resources | Profile |
Promergent is a East Syracuse, NY-based company in the Financial Services sector.
True Wind is a San Francisco based private equity firm, focused on partnering with management teams and investing in leading technology companies across niche sectors within large and growing markets, Our founders have invested over $10 billion of equity public and private transactions and have 70 combined years of experience building successful companies in a variety of industries, geographies, economic cycles, and transaction types. Our cross-sector investment history provides a diverse set of experiences and skills, which we leverage and focus within a disciplined technology practice.
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
The guidance and support found by partnering with an experienced and capable consulting and accounting firm can be invaluable to the success of your business. But to truly thrive and prosper today, you need more. More attention, more expertise, more opportunity. More than you`ve asked for, more than you expect. More personalization and more solutions for your ever-changing needs. You`re not satisfied with the status quo - and neither are we. At Gray, Gray & Gray we give our clients the Power of More. More effective resources. More practical experience. More proven expertise. More attention to your needs. More real-world solutions to the challenges you face. More agility to respond to opportunities as they arise.
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.