| Name | Title | Contact Details |
|---|---|---|
Kerri Martin |
Director, Human Resources | Profile |
Jonathan Pagel |
Vice President of Customer Care | Profile |
Lori Jones |
VP Product & Project Mgmt | Profile |
Preet Patel |
Senior Vice President Product Management | Profile |
CircleUp is an online private company investment platform. They provide accredited investors free access to direct investments in high-growth consumer product and retail private companies that were previously difficult to identify and access. For retail and consumer product entrepreneurs, they offer an efficient way to access a network of sophisticated investors as well as value added partners. Typical investments on CircleUp are food, personal care, pet product, apparel or retail/restaurant companies with >$500K in revenue and are looking to raise $100,000 to $2.0 million in growth equity. A highly selective percentage of companies that apply are listed on their site. As the largest equity based crowdfunding site, CircleUp provides not only access to interesting consumer and retail private company investments, but also a wide ranging, sophisticated investor network. Their investor base includes retail and consumer product industry experts, venture capital, private equity and other financial professionals, business leaders, angel investors and others interested in expanding their investment portfolios with private company investments. Investors can review a curated list of private company investments, ask questions to the management team, request product samples and complete their private company investment online via CircleUp.
First Marblehead helps meet the need for education financing by offering national and regional financial institutions and educational institutions the Monogram platform, an integrated suite of design, implementation and credit risk management services for private label, customizable private education loan programs.
Unitus is a community credit union that provides personal and business financial services dedicated to the financial well-being of our membership. We currently serve communities in the following counties: Multnomah, Washington, Clackamas, Marion, Polk, Yamhill, Columbia, Hood River, Benton, Linn, Lane, Deschutes, Douglas, Josephine, or Jackson County in the State of Oregon and all counties in the State of Washington.
Scient Federal Credit Union is a member-owned, federally insured, non-profit organization that has been serving the needs of life science professionals and their families for over 40 years. Established in Groton in 1968 as Pfizer Employees Credit Union, the credit union has expanded from coast to coast and now provides banking services to more than 12,000 members through 4,550 affiliate branches, 28,000 no-fee ATMs, and 24/7 mobile banking. Total assets of the credit union exceed $200 million.
Higher One Holdings partners with colleges and universities to lower their administrative costs and to improve graduation rates. We provide a broad array of payment, refund disbursement and data analytics and management tools to institutions that help them save money and enhance institutional effectiveness. And for students, we offer financial literacy programs and convenient, flexible and affordable transaction options to help them manage their finances. Higher One is a leader in higher education, supporting more than 1,900 schools and 13 million enrolled students.