Name | Title | Contact Details |
---|---|---|
Max Blumenthal |
VP of Product Marketing | Profile |
Marianela Vazquez |
Chief Customer Officer | Profile |
Dennis Grady |
Vice President of Product Management | Profile |
Adam Kenney |
Chief Product Officer | Profile |
Scott Gibson |
Vice President, People Operations | Profile |
Guideline is an all-inclusive 401(k) provider designed for growing businesses. Our robust technology handles all plan administration, including setup, enrollment, education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant and no management or advisory fees. We believe that a 401(k) should be easy for anyone to set up and even easier for employees to enroll and save. We aim to make smart investing simple.
OgdenBurr Partners is a Fairfield, CT-based company in the Financial Services sector.
Lee Insurance is one of the leading providers in Financial Services. It is based in Longview, TX. To find more information about Lee Insurance, please visit www.leeins.com
Founded in 1994, Gibraltar Private Bank & Trust provides concierge banking, lending and wealth management to successful individual, families, businesses, foundations and nonprofits. Gibraltar Private clients enjoy the consistency and confidentiality of working with a single relationship manager who coordinates an experienced team of deposit, investment management, fiduciary, trust and lending professionals. Our world class banking and advisory service centers are located in Coral Gables, Miami, South Miami, Miami Beach, Ft. Lauderdale, Naples, New York and Ocean Reef.
OBA Midwest Ltd is a Darien, IL-based company in the Financial Services sector.