| Name | Title | Contact Details |
|---|
Moody`s is a global integrated risk assessment firm that empowers organizations to make better decisions. Our data, analytical solutions and insights help decision-makers identify opportunities and manage the risks of doing business with others. We believe that greater transparency, more informed decisions, and fair access to information open the door to shared progress. With over 11,000 employees in more than 40 countries, Moody`s combines international presence with local expertise and over a century of experience in financial markets.
Dawson James Securities is one of the leading providers in Financial Services. It is based in Nashville, TN. To find more information about Dawson James Securities, please visit www.dawsonjames.com
United Way of Lake County is a local, independent non-profit organization that aims to measurably improve the quality of lives in Lake County by funding critical issues facing the community.
Successful Financial Strategy is a Shrewsbury, MA-based company in the Financial Services sector.
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.