| Name | Title | Contact Details |
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RateGravity is redefining how consumers finance their home by eliminating the salesperson and using technology to compare, choose and close with local lenders, saving tens of thousands of dollars in interest.
Phoenix Partners Group is a leading interdealer credit and equity derivatives broker with offices in New York, London and Paris.
Cherry Bekaert LLP, located in some of the most desirable locations in the Southeast, offers professional opportunities and resources normally associated with national firms in an environment that is supportive, flexible, entrepreneurial, and offers personal growth. The Firm selects honest professionals with a passion for excellence, treats them with respect, provides them with training and development opportunities, and then gives them the resources necessary to excel.
Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
Holmes Properties is a Santa Rosa, CA-based company in the Financial Services sector.