| Name | Title | Contact Details |
|---|---|---|
Ariane Schiereck |
Chief Digital and Information Officer | Profile |
Purpose Financial is an independent company that`s creating the future of financial services. Our platform gives entrepreneurs and small- to medium-sized businesses the cutting edge tools they need to innovate the next generation of modern asset management, wealth management and banking technology.
RBC Clearing & Custody is a leading provider of clearing and custody services for successful financial services businesses. They offer a broad range of wealth management, institutional, capital markets banking and technology capabilities.
MoneyScents is an interactive educational platform which allows students the ability to learn about the topics of finance, business, and economics. It is expected to be released around the summer of 2017.
At Sentinel Trust, it is our honor to serve a diverse group of affluent families, helping them enhance their legacies through their unique personal, business, and philanthropic goals. We help families of wealth succeed and simplify: Our deeply personal level of service is based on knowing our clients` hopes, expectations, challenges, and goals. With our personal touch, we become a true extension of the family, delivering the exceptional level of service that our clients expect and deserve. We focus only on very high net-worth families: These families have distinctive needs and complex challenges that cannot be served as well by firms that lack our singular dedication. We listen first: We know that every family is unique. Each of our Senior Officers serves only a small number of clients to ensure each family gets ample personal attention. We don`t sell products or provide one-size-fits-all solutions: There is no fixed menu of investment and lifestyle services. Instead, our team of dedicated professionals leverage years of experience and multi-disciplinary expertise to build your family customized solutions. Our philosophy is to provide individualized investment management and financial guidance to all generations—whenever and however they are needed. Above all, we are a family. Our hallmark is not only to serve our clients with excellence, but to provide for each other and our greater community.
OneAZ Credit Union is dedicated to improving the lives of our members and their communities. We serve over 150,000 members and 10,000 local businesses. Since 1951, OneAZ has strived to help Arizonans meet their financial needs through a full suite of personal and business banking solutions. Our mission is to truly improve the lives of our members, associates, and the communities we serve. As a credit union, we are owned by our members, and our earnings are returned to our members in the form of better interest rates and lower fees for services. Membership is open to anyone who lives or works in Arizona, as well as immediate family members of existing members. As a member-focused credit union, we recognize the importance of giving back to the communities where our members live, work, and play. Since 2015, the OneAZ Community Foundation has given over $600,000 to organizations that improve our local communities.