| Name | Title | Contact Details |
|---|---|---|
Sandy Walker |
Vice President, Retail Marketing Manager | Profile |
Clay Stinnett |
Chief Financial Officer | Profile |
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses.
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With offices in over 50 countries worldwide and 12,000 employees upon the close of announced acquisitions, Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies. Apex Group includes FundRock, LRI and European Depositary Bank.
E-Trade Financial Corporation offers an electronic trading platform to trade financial assets including common stocks, preferred stocks, futures contracts, exchange-traded funds, options, mutual funds, and fixed income investments.
Home Mortgage Resources is a Meridian, ID-based company in the Financial Services sector.
Cooper Financial Services is a Hamden, CT-based company in the Financial Services sector.