Name | Title | Contact Details |
---|---|---|
Steve Allen |
AVP and Chief Accounting Officer | Profile |
Vivek Agrawal |
Chief Growth Officer | Profile |
Chad Holland |
Director Sales Consulting - Equity Compensation | Profile |
Sasha Steinbeck |
Director Of Client Services | Profile |
Chris Hoover |
Assistant Director, Marketing | Profile |
A Advantage Plus Financial is a Rockville, MD-based company in the Financial Services sector.
Provasi Capital Partners provides access to specialized investment strategies through a multi-manager approach presenting advisors and their clients with unique options for allocating capital, managing risk, and diversifying assets.
Funding Forward is a financial services company that helps businesses obtain loans and employee credits, as well as explore tax credit and funding opportunities.
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Sterling Capital is a New York, NY-based company in the Financial Services sector.