| 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 |
Trilogy Capital Management, Llc is a San Diego, CA-based company in the Financial Services sector.
CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply Chain. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants.
Brandvein is a Saint Louis, MO-based company in the Financial Services sector.
Jamesville-Dewitt Central Sd is a Syracuse, NY-based company in the Financial Services sector.
Zero is the first modern banking experience to combine the simplicity of a debit card with the cash back of a credit card.