| Name | Title | Contact Details |
|---|---|---|
Gareth Ainsworth |
Chief Technology Officer | Profile |
Krystina Gray |
Chief Information Security Officer and Head of Resilence Risk | Profile |
Dax Grant |
Chief Information Officer | Profile |
Rupy Malizia |
Managing Director, Global Head of Tech Transformation | Profile |
Prakash Sethuraman |
Global Head of Cloud Security | Profile |
John Marshall Bank is a Reston, VA-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
First Trust is a Aurelia, IA-based company in the Financial Services sector.
CommerzBank AG is a second-largest bank in Germany (behind Deutsche Bank), Commerzbank provides retail and commercial banking services from approximately 1,200 branches nationwide and from offices in another 50 countries.
Fidelity Investments is a leading financial services company based in Boston, Massachusetts. Founded in 1946 by Edward C. Johnson II, it has grown to become one of the largest retail investment firms globally. Fidelity is recognized for its innovative financial management solutions, catering to individual investors, employers, and institutional clients. The company offers a wide range of services, including financial planning, commission-free trades, and educational resources for individual investors. For employers, Fidelity develops comprehensive benefit programs that encompass retirement savings, health and welfare services, and student loan repayment options. Institutional clients benefit from Fidelity Institutional Asset Management, which provides extensive research and tailored investment solutions. With over 21 million individual and corporate customers, Fidelity is a major player in the mutual fund and discount brokerage markets. The company also partners with more than 29,500 businesses and over 15,900 wealth management firms, emphasizing its commitment to innovation and customer satisfaction in the financial services industry.