CTOs on the Move

Magellan Financial & Insurance Services, Inc.

www.magellanfinancial.com

 
Founded and grown by producers, Magellan Financial & Insurance Services, Inc. is committed to providing agents and advisors with the tools, resources, and support they need to grow and excel in the industry. As an independent field marketing organization (FMO), were interconnected with the carriers, distributors and companies that matter most in helping you succeed. Were small enough that we can evolve with producer needs but mature enough to know what works and what doesnt. Contact us today for more information on how to get contracted.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

United Bank

United Bank has a proud heritage of providing quality customer service and offering innovative, yet sensible financial solutions for its customers. Our commitment to quality service goes beyond our customers to a real interest and concern for serving our communities at large. Originally chartered as The Bank of Zebulon - Zebulon, Georgia, in 1905, United Bank has prospered and grown into a full service financial institution, offering a range of services from traditional banking to Internet securities trading. Today United Bank has 17 offices in the area south of Metro Atlanta from Griffin in the north to Barnesville and Thomaston in the south. The proximity of this area to the Atlanta Airport (42 miles to the north) and its convenient location between Interstate highways 75 and 85 to the east and west respectively has created a climate of growth and prosperity for our communities and United Bank.

Commerce Bank of Arizona

Founded in 2001, Commerce Bank of Arizona is a customer-oriented community bank providing personal and business banking services in southern Arizona.

Fundamental Advisors

Fundamental Advisors is a private equity and alternative asset management firm based in New York City, founded in 2007. The firm specializes in municipal and public purpose investing, focusing on cash-flowing, asset-based investments in essential service sectors. Their investment approach is adaptive, allowing them to navigate various capital structures and sectors to achieve consistent returns and downside protection. The firm employs two main investment strategies: the Flagship Opportunistic Strategy, which targets special situations in municipal markets, and the Renewable Energy Strategy, which provides flexible capital solutions for renewable energy projects. Fundamental Advisors invests primarily in debt, assets, or securities related to municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.

FirstBank

Backed by a history spanning 69 years, FirstBank is one of the soundest Puerto Rican Banks with branches, offices, and service centers throughout Puerto Rico, Virgin Islands, and Florida.

MakersHub

MakersHub is data-enriched accounts payable operations that help you scale smarter. Gain insight and control while eliminating manual AP data entry. On average, we help our customers complete all accounts payable tasks 90% faster. Discover our proprietary Smart Data Capture feature that extracts all data from incoming bills and receipts. We then auto-create records in the accounting system down to the correct coding of items and expenses in the Chart of Accounts. The deep 2-way integration to QuickBooks (Online or Desktop) creates a trusted and seamless experience. MakersHub improves every aspect of accounts payable: - Instant bill data capture - Approval & authorization - Mapping to QuickBooks - Embedded payments