| Name | Title | Contact Details |
|---|---|---|
Patrick Torney |
EVP and Chief Information Officer | Profile |
Hope Utterbeck |
EVP, Chief Information Officer | Profile |
David Marsh |
Vice President, Information Security Officer | Profile |
C U Insurance Agency is a Portland, OR-based company in the Financial Services sector.
Welcome to Belmont Finance. Our company was founded in June of 2005 by John Harris IV. Having been in direct sales for 17 years and financing with many other companies, his original vision was to develop a direct sales finance program that would allow him a greater percent of profit for his sales company. Starting small and slow, he soon realized that with todays technologies and the growth of his own distributorship that it was time to make a move.We hired our first employee, Cara Bloom, who is now the C.O.O. of our company. Six months later, we invited a fellow distributor friend to finance with us, and word started to spread! A good thing doesnt stay quiet for long, and with more distributors asking to sign on, we realized our little company was heading in the right direction. Belmont was created by a direct sales distributor who wanted to be treated fair and honest in his daily business activities. We didnt envision there would be so many distributors looking for that same relationship. Our industry is a dynamic and fast-paced business, so we developed a finance program to meet direct sales distributors needs. Belmonts vision was to start small and simple with its main focus on customer service, not only for the owner and his new-found business growth, but most importantly for the borrower. By the end of 2008, Belmont Finance had grown to 36 distributors in 9 different states. We started to realize that our success wasnt ours at all. It was the distributors that were doing all of the hard work in the field, working 10 - 12 hour days and 6 - 7 days a week. Our original finance model not only stood the test of the most difficult economy of our generation, it also helped with the growth of our participating businesses. By the end of 2010, Belmont had tripled in size to over 120 distributors in 18 states. It was time to add on to the business.
Denali State Bank is a Fairbanks, AK-based company in the Financial Services sector.
First National Bank and Trust Company of Newtown is a Jamison, PA-based company in the Financial Services sector.
Rather & Kittrell Capital Management is a Registered Investment Advisory firm. The firm specializes in financial planning and investment management services for individuals, families, and businesses, helping them make smart decisions with their money. Rather & Kittrell has built relationships with many successful business people. The satisfaction with the services they received on the personal wealth advisory level led them to request the firms help in managing their corporate retirement plans. The company now manages over one hundred ten retirement plans and works with some of the top names in the Knoxville and East Tennessee business community. The firm also works with clients as an independent third party consultant in the areas of plan investment and operation. What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.