Name | Title | Contact Details |
---|---|---|
Ashish Mittal |
Vice President and Head of Technology | Profile |
Jamie Patel |
Senior Vice President and Chief Information Officer | Profile |
Brett Conlon |
Chief Information Security Officer | Profile |
Xpress Holdings LLC is a San Juan Capistrano, CA-based company in the Financial Services sector.
Cartel Asset Management Inc is a Westminster, CO-based company in the Financial Services sector.
Dynasty Financial Partners helps successful advisors become extremely successful entrepreneurs. Dynasty Financial Partners was founded by industry veterans to improve the model of financial advice by empowering Advisors to grow their businesses more efficiently, increase client offerings, and minimize conflict. We offer a fully customizable platform, with end-to-end support from a proven team and access to distinctive products and services. Our scale seeks to give RIAs and their clients better pricing, institutional-level due diligence, and access to highly-rated marketing services. We also provide transition financing and ongoing support for growth through our Dynasty Network. Dynasty Financial Partners is committed to helping some of the wealth management industry`s leading investment advisors realize their dreams of business ownership with reduced conflict of interest.
Golden Gate Capital is one of the leading companies in the Financial Services sector.
Chrysalis Ventures is a Louisville, KY-based company in the Financial Services sector.