| Name | Title | Contact Details |
|---|---|---|
Michel Leonard |
Chief Data Scientist and Principal | Profile |
First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.
CFCU Community Credit Union is a non-profit financial institution serving residents in Tompkins, Cortland, Seneca and Cayuga counties. We hire local employees, have local board members, make decisions locally, and support local charities. Our mission is to provide the highest level of personal financial services in a friendly, professional manner; to encourage thrift, savings and the wise use of credit; to increase the knowledge and ability of our members to manage and control their financial well-being; to provide sound financial management in order to maintain earnings for our continued growth and to provide our employees with a challenging and rewarding career.
General Equity Svc is a Laguna Hills, CA-based company in the Financial Services sector.
LEAF Financial Corporation is one of the leading companies in Financial Services industry. LEAF Financial Corporation is based in Philadelphia, PA. You can find more information on LEAF Financial Corporation at www.leaf-financial.com
New Brunswick Investment Management Corporation is a Fredericton, NB-based company in the Financial Services sector.