| Name | Title | Contact Details |
|---|---|---|
Matthew Curran |
Senior Vice President, National Sales and Client Engagement | Profile |
Melissa Carlton |
Securities Based Lending, Vice President - Product Manager | Profile |
Jennifer Warren |
Executive Vice President, Institutional Client Services | Profile |
Beck Tonya |
Client Service Team Leader, Vice President | Profile |
Megan Schroen |
Administrative Vice President | Wealth Management Product Manager | Profile |
United Churches Credit Union is a Dearborn, MI-based company in the Financial Services sector.
Transfast is an international money transfer and cross-border payments company headquartered in New York, with additional offices in India, the UAE, and the Philippines.
E*Trade Financial is a New York, NY-based company in the Financial Services sector.
CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.
Intact Financial Corporation (TSX: IFC) is the largest provider of property and casualty (P&C) insurance in Canada and a leading provider of specialty insurance in North America, with close to $10 billion in total annual premiums.