| Name | Title | Contact Details |
|---|---|---|
Maureen Loyola |
VP - Change Management Manager | Profile |
Andrew DeFeo |
Assistant Vice President and Application Support Lead | Profile |
Mary Kaye Nardone |
Chief Information Security Officer | Profile |
Paul Ho-Sing-Loy |
Executive Vice President and Chief Information Officer | Profile |
Trish Nuccio |
Senior Vice President and Director of Digital | Profile |
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.
Government Printing Ofc Fed Cu is a Washington, DC-based company in the Financial Services sector.
Since its original charter in 1926, Seacoast Bank has succeeded through a clear vision, planned strategic growth, and talented, professional employees. The operating subsidiary of Seacoast Banking Corporation of Florida and is one of the largest publicly traded commercial banks headquartered in Florida. Our offices stretch from Palm Beach County north through the Treasure Coast and in to Orlando, and west to Okeechobee and surrounding counties. Headquartered in Stuart, Florida, Seacoast Bank is unrivaled among community banks and state wide regional banks alike. We combine the service-oriented advantages of a community bank with local decision making, a quality credit culture and the conveniences and sophisticated services and products of a national financial institution, delivered by highly qualified and professional employees. It`s what we believe people want; local bankers who are knowledgeable about the markets they serve and are responsive to the needs of our customers.
Sauk Valley Bank and Trust Co. is a Sterling, IL-based company in the Financial Services sector.
First Chicago Bank is a Itasca, IL-based company in the Financial Services sector.