| Name | Title | Contact Details |
|---|---|---|
Jeffery Hurtik |
Chief Information Officer | Profile |
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
Houghton State Bank is a Red Oak, IA-based company in the Financial Services sector.
WSFS is a Newark, NJ-based company in the Financial Services sector.
Marathon National Bank is a Los Angeles, CA-based company in the Financial Services sector.
Greater Hudson Bank N.A. is a Middletown, NY-based company in the Financial Services sector.