| Name | Title | Contact Details |
|---|---|---|
Lawrence Skube |
Chief Financial Officer | Profile |
Pier Alsup |
Chief Diversity, Equity and Inclusion Officer | Profile |
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
Hodes Weill is a global capital advisory firm focused on real estate, infrastructure, and other real assets. The firm offers specialist advice and capital raising services on a global basis to investment and fund managers.
Bonside partners with brick and mortar businesses to provide them with capital and insights for their next stage of growth. They offer a Repeatable Revenue Agreement that provides upfront capital and flexible repayment based on monthly revenues.
First Financial Resources is a Irvine, CA-based company in the Financial Services sector.