| Name | Title | Contact Details |
|---|---|---|
Nathan Schuldt |
Sr. Director of Business Technology | Profile |
Nancy Rodriguez |
Senior Director Security Assurance | Profile |
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the country. We believe that, If you don`t know where you are going, you won`t know when you get there. This is why we spend a significant amount of time discussing your personal aspirations, hopes for your loved ones and your vision of the future before we recommend a personalized financial path. Our Process simplifies complicated financial strategies, adds confidence to your financial decisions and provides direction to help you achieve your financial goals. “Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisors Services offered through Summit Financial. Triad Advisors, LLC and Summit are not affiliated entities.”
Cleerbrook Financial is a Wayne, PA-based company in the Financial Services sector.
Deutsche Finance International or DFI, is a fast-growing boutique private equity real estate firm based in London. DFI invests in European real estate and real estate-anchored businesses, transforming investments through value-add strategies to deliver superior risk-adjusted returns. The Firm is opportunistic in seeking assets or businesses with fixable impairments or potential for improvement. Through hands-on asset management and targeted development, DFI and its partners aim to add value to investments by increasing income, upgrading the user experience and making them more investible for institutional capital. DFI invests across all types of real estate, with a specialisation in “alternative” sectors such as student accommodation and hospitality. The Firm acts as the investment advisor for DFI funds, co-investment partners and the direct global real estate investment activity of the Deutsche Finance Group. The platform serves a global institutional client base including pension funds, insurance companies, financial institutions and family offices. The firm is privately owned by its Managing Partners and Deutsche Finance Group.
PCM Employees Credit Union is a Green Bay, WI-based company in the Financial Services sector.
Connolly Consulting was founded in 1979 in response to a need for corporations to identify, understand, and correct the exposures caused by errors in their payment process.