| Name | Title | Contact Details |
|---|---|---|
Lou Valentine |
Vice President, Head of Futures Trade Support | Profile |
Dan Billings |
Executive VP & Chief Financial Officer | Profile |
Andrea Epinger |
Senior Vice President and Head of Change Management and Process Improvement | Profile |
Electrus Federal Credit Union is a Minneapolis, MN-based company in the Financial Services sector.
Genesis Employee Benefits, Inc. is a Minneapolis, MN-based company in the Financial Services sector.
GlobeTax is the leading provider of withholding tax recovery/relief and tax information reporting services to the global financial community, processing and filing over 6 million reclaims a year. We serve as sole appointed tax relief and reclaim agent for all US Depositary Banks issuing ADRs and equivalent instruments. GlobeTax researches and continually monitors tax treaties across over 240 jurisdictions to provide entitlement recovery for investors, custodians, issuers and agents in over 40 countries. GlobeTax was founded in 1992 and is based in New York with offices in London, Hong Kong, Madrid, and Sydney.
Online Appraisal is a Diamond Bar, CA-based company in the Financial Services sector.
Since 1981, Flexible Plan Investments has been dedicated to preserving and growing wealth through dynamic risk management. We are a turnkey asset management program (TAMP), which means advisors can access and combine our many risk-managed strategies within a single account. Our fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt, and alternative asset classes on an array of different platforms. We also offer advisors our OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. Headquartered in Michigan, Flexible Plan Investments` OnTarget Reporting process has helped set and maintain client expectations, while providing an investment approach to deliver effective money management solutions to the brokerage community. Our strategically diversified portfolios of actively managed strategies are available within wrap-fee trust accounts, VAs, VULs, 403(b)s and 401(k)s utilizing no-load mutual funds and ETFs.