| Name | Title | Contact Details |
|---|---|---|
Zohaib Mian |
Vice President of Engineering, Autonomy, & AI/ML | Profile |
Benjamin Lyon |
Senior Vice President and Chief Technology Officer | Profile |
Nicholas Lamb |
Director Of Product Security Innovation and Governance | Profile |
Kristie Pfosi |
Director of Cyber Security | Profile |
Ramin Bhatia |
Global IT Head, Engineered Components Group (ECG) | Profile |
StrongPoint Capital is a Woodstock, VA-based company in the Financial Services sector.
Sunmark Federal Credit Union is a Latham, NY-based company in the Financial Services sector.
Ocala Community Credit Union is a Ocala, FL-based company in the Financial Services sector.
SimpleNexus is the leading digital mortgage platform for loan officers, borrowers and real estate agents. The best-in-class, easy-to-use app connects loan officers to their borrowers and real estate agents from anywhere, allowing all parties to easily communicate and exchange data in a single location throughout the entire loan life cycle. Loan officers can manage their loan pipelines, order credit, run pricing and send pre-approvals — all on the go. SimpleNexus connects your loan originators with their borrowers and real estate partners to deliver a measurable return on investment by reducing turn times, increasing loan application submissions and delivering more referral business.
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.