| Name | Title | Contact Details |
|---|---|---|
Staci Niblett |
EVP, Chief Operating Officer | Profile |
Stifel Nicolaus is a Nashville, TN-based company in the Financial Services sector.
Established in 2006, AppCrown, LLC is a Salesforce-based leading technology integration provider that delivers the most comprehensive and innovative integration and practice management solutions that enable financial advisers and broker/dealers to automate and streamline internal processes and enmesh them with third-party financial software applications.
Gateway Insurance is one of the leading providers in Financial Services. It is based in Needham Heights, MA. To find more information about Gateway Insurance, please visit www.gatewayins.com
Simpluris is a Costa Mesa, CA-based company in the Financial Services sector.
RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC.