| Name | Title | Contact Details |
|---|---|---|
Ami Joseph |
Managing Director, Technology Sector Head | Profile |
The Coterie is a financial software company that offers access to venture capital investments, estate planning strategies, and lending products.
Strategic Financial Solutions, a proudly employee-owned company, is a leading financial services company that provides comprehensive debt relief solutions for people in difficult financial situations. Through its personalized, tailored approach that includes debt consolidation loans and debt resolution programs, Strategic Financial Solutions has successfully resolved more than a billion dollars in consumer debt for over 100,000 clients across the country. We have worked diligently for the past 11 years to build a world-class organization worthy of the recognition and respect of leading bench-marking organizations and some of the most highly respected media outlets. For the last three years Strategic Financial Solutions has been ranked as one of the Best Companies to Work for in New York State. Prior to that, in 2015 and 2016, Strategic Financial Solutions was named by Crain`s New York Business to its Fast 50 Companies list. The company has also been recognized by the INC. 500 company as one of the fastest growing private companies in the United States.
Founded in 2013, LoanMe is a California based lender that offers unsecured installment loans to qualified borrowers. Our loans are typically used for one-time purchases and debt consolidation; they also have the potential to help customers rebuild their credit score, by making payments on time. The entire process is completed over the internet, phone and fax. Funds can be transferred into the borrower`s checking account in as little as a day.
The Derivative Path Story After years in the derivatives field, we envisioned a solution to a problem our industry faced. Then we assembled the brightest minds to make a change. We provide a technology-led solution to assist financial institutions and commercial end users in executing and managing their over-the-counter interest rate derivative transactions. The team is comprised of derivative industry veterans who have worked for some of the world`s largest capital market firms such as Wells Fargo (and predecessors Wachovia and First Union), ABN AMRO, Societe Generale, Bank of Montreal, Bank of America, Chase (now JPMorgan Chase), Barclays, U.S. Bank and Westpac Banking Corporation. On the sales and execution front, throughout their careers, the team have been strong contributors to and led derivative sales efforts for major banks. They have also helped establish new derivatives back-to-back hedging programs for numerous small and medium-sized financial institution clients. On the technology front, our team possesses industry leading expertise. Our technology team is headed by a former Head of Technology at Wells Fargo Securities. In addition, the team comprises senior leaders with backgrounds in rates and commodities trading and risk, as well as application development. We have developed a state of the art derivative trading platform, DerivativeEDGE, which we make available to all of our clients. This platform helps us automate key aspects of our clients` trading operations and the tasks necessary from a trade servicing standpoint as well. The platform provides a regional/community bank the confidence to operate a hedging program vis-à-vis the requirements of its regulators/auditors.
Jaris delivers purpose built, private-label embedded financial solutions that help POS systems, ISVs, SaaS businesses and marketplaces drive engagement, reduce churn and increase revenue.