| Name | Title | Contact Details |
|---|---|---|
Melissa Chen |
VP Engineering - Head of Quality Engineering | Profile |
Gaurav Auditya |
Senior Vice President, Chief Operating Officer, AssetMark Trust | Profile |
Josh Hart |
VP, Solutions Architect | Profile |
Alex Pape |
EVP, Chief Technology and Product Officer | Profile |
Dolly Arora |
Director of Information Technology | Profile |
Carlson Advisors is a Minneapolis, MN-based company in the Financial Services sector.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Your Credit Union Limited is a Ottawa, ON-based company in the Financial Services sector.
We are a community bank, established in 1924, focusing our attention on local families and businesses. We have chosen to be the most extraordinary community bank in our market areas, offering a fully integrated package of financial products and services that meet the needs of consumers and businesses throughout each stage of life. Our vision is to be recognized as the bank where every customer refers a new customer.
Miranda develops, manufactures and markets high-performance hardware and software for the television broadcast industry.