| Name | Title | Contact Details |
|---|---|---|
Michele Curtis |
SVP Customer Support Manager | Profile |
Joyce Bergeron |
SVP Customer Experience Officer | Profile |
Carol Wilson |
Senior Vice President | Profile |
Alphastream.ai leads the charge in innovation, with solutions for leading financial institutions like investment banks, hedge funds, asset managers, and regulatory agencies. Using advanced AI, we deliver essential information quickly for effortless mastery over complex data to investors and analysts, transforming hours of work to minutes, with strict security measures including a highly secure cloud environment. Purpose-Built AI for Capital Markets: Our technology stands apart from standard AI solutions, specifically built to address the complexities of the capital markets. With extensive training from credit market specialists, our AI models have developed a proficiency in navigating the intricate details of financial and legal documents. Expertise That Speaks Volumes: Our AI models are not just algorithms; theyre a synthesis of deep market knowledge and technological prowess, trained on a variety of credit documents and enriched by input from market participants. This blend of financial and legal acumen ensures our models provide insights, beyond surface-level data. Revolutionizing Credit Analysis: At Alphastream.ai, we believe in changing the narrative around credit analysis. Its not just about enhancing productivity; its about enabling our clients to unlock new perspectives and insights for timely decision-making. Unmatched Accuracy and Customization: Our commitment to excellence is reflected in our highly accurate data, coupled with customizable solutions tailored to fit the needs of each business. With the ability to extract 800+ crucial data points and covenants from credit agreements and 3,000+ data points from financial documents swiftly, we offer unparalleled depth of data. With 50+ million documents processed to date, our track record speaks for itself. But were not just about delivering data; were empowering the financial industry with actionable insights, ensuring clients stay ahead in the fast-paced world of capital markets.
Grow With Us. The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Financial Planning process in such a way that they can serve their clients in a professional manner without being either "captive" to an Insurance Company and its Broker/Dealer or an isolated individual trying to be totally independent. Our Belief is that Clients planning needs are best served by an Independent Investment Adviser they can trust, and with whom they can develop friendships. The CFD Companies are the outgrowth of a singular financial organization founded in 1969. Our founder was one of the early pioneers in the financial planning movement who believed clients should have "planning" services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, was founded in 1990. The intent then and now is to build a firm started by an adviser for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers. Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values. Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600
As first vice president, chief technology officer, McManus will oversee all bank-wide technology investments, assure technology is used productively, securely and within policy and supervise computer systems analysts and computer support technicians. Prior to joining Pathfinder Bank in 2008 as computer operations manager, McManus was employed by Oswego County National Bank as senior network technician, along with PCC Information Services as senior information systems architect. McManus is a graduate of the Leadership Oswego County program and holds a bachelor of arts in information and computer science from State University of Oswego. McManus resides with his wife and son in Oswego. In his spare time, McManus acts as a co-chair Deacon at the Oswego Alliance Church and serves as the board president for Friends of the Oswego Public Library. He also enjoys weight lifting and gardening. In addition, McManus was named one of Oswego County`s “40 under 40” in 2013.
Greenlight is the money and safety app for families. Our mission is to shine a light on the world of money for families and empower parents to raise financially-smart kids. Millions of parents and kids use Greenlight to earn, save, spend wisely, give, and invest. Parents can set flexible spend controls, manage chores, automate allowances, and invest for their kids futures. The Greenlight team calls Atlanta home, but we have team members across the country. Were pet enthusiasts, PTA presidents, fantasy football champs, kickball-mates, and volunteer dance teachers. Were backed by Drive Capital, JP Morgan Chase, Wells Fargo, TTV Capital, Relay Ventures, NEA, Amazon, Ally Financial, SunTrust Bank, and Synchrony Financial. We were picked for CB Insights Fintech 250. Inspired? Apply to join our team: https://greenlight.com/careers/
State Bank Of Drummond is a Drummond, WI-based company in the Financial Services sector.