| Name | Title | Contact Details |
|---|---|---|
Patty Hoppenstedt |
Chief Human Resources Officer | Profile |
Amy Ford |
AVP Customer Solutions Center Manager | Profile |
The Beneficient Company Group, L.P., Ben for short. Ben provides unique products and services that offer valued liquidity and trusted solutions, including the financing and purchasing of alternative assets and comprehensive administration services for owners of alternative assets. Our products can also support tax and estate planning objectives, facilitate a diversification of assets or simply provide administrative management and reporting solutions tailored to the goals of the investor. Our suite of innovative products and services was developed to effectively serve high net worth individuals, institutions and their asset managers, and the executives and owners of private companies financed by alternative asset managers.
Morton Lulofs and Wood LLP is a Oakland, CA-based company in the Financial Services sector.
As a company, RetireUp offers registered representatives and RIAs a way to add value by providing clients with essential consultation and guidance. RetireUp transforms client conversations into the centerpiece of the Retirement Income Story – with compelling discussions around the full picture of defined income (Social Security, variable annuities, fixed index annuities, pensions) and other assets.
Bell and Associates is a Denver, CO-based company in the Financial Services sector.
In April 2016, Warren Federal Credit Union and Community Financial Credit Union merged to become Blue Federal Credit Union. Blue Federal Credit Union represents our shared history in the region and more than 100 years of service to those who serve the public good in Colorado and Wyoming, including members of the Air Force and municipal employees. By merging, our two unique organizations become a unified team capable of achieving more, together. More for our members, our communities, and our employees.