| Name | Title | Contact Details |
|---|---|---|
Rafi Majeed |
Chief Digital Officer | Profile |
Welch and Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates.
We are proud to be named a 2017 Bay Area Top Workplace! This honor, awarded by the Bay Area News Group, recognizes our commitment to providing an engaging workplace along with an emphasis on career achievement. Our Executive Team works hard to nurture employee satisfaction, which is one of our core values and a key component to our success. We offer competitive salaries, an employee bonus program, and great benefits package including life insurance, a 401(k) plan with matching up to 4% and a Cash Defined Benefit Plan. In addition to a great reward and recognition program, our organization prides itself in putting on fun, family-oriented annual Employee Appreciation Dinners, bi-annual Summer Picnics and enjoyable team-building activities. As a credit union built on the motto, “People Helping People”, our employees are no different. As a proud Bronze sponsor of the American Cancer Society`s Tri-Valley Relay for Life event, our employees roll up their sleeves each year to assist with fundraising, event planning, and race day participation. Our dedicated staff can also be found supporting their favorite charities through volunteer efforts. Who We Are UNCLE Credit Union proudly serves over 22,000 members with offices in Pleasanton, Livermore (3 locations) and Tracy. We`re pleased to offer the benefits of credit union membership to anyone who lives, works, worships or attends school in the counties of Alameda, Contra Costa, San Joaquin and Stanislaus. Established in 1957, UNCLE Credit Union is a $363 million, full service financial institution. We`re known for our community involvement and for offering exceptional and friendly service. And unlike banks who must answer to their stockholders, we`re a not-for-profit cooperative organized by our members, for our members.
Laredo Federal Credit Union is a Laredo, TX-based company in the Financial Services sector.
Specialty Underwriters Alliance Inc. is one of the leading companies in Financial Services industry. Specialty Underwriters Alliance Inc. is based in Chicago, IL. You can find more information on Specialty Underwriters Alliance Inc. at www.suainsurance.com
Self is a venture-backed fintech startup with a mission to help people build credit, particularly those who are new to credit or who might not have access to traditional financial products.