| Name | Title | Contact Details |
|---|---|---|
James Carey |
Director of Technology | Profile |
Virginia Educators Credit Union is a Newport News, VA-based company in the Financial Services sector.
Investment Advisors International is a Duluth, GA-based company in the Financial Services sector.
Equidata is one of the leading providers in Financial Services. It is based in Brookfield, WI. To find more information about Equidata, please visit www.equidata.net
First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.
Capital Tactics, based in the Cincinnati metro area, provides financial advisory services to industry, private equity firms, and entrepreneurs. Services include guidance in Mergers and Acquisitions, Capital Raising, Financial Management, and Technology Services. Capital Tactics was founded by Dino Lucarelli, CPA, a former public company Chief Financial Officer and industry veteran in corporate finance and management.