| Name | Title | Contact Details |
|---|---|---|
Stephen Yops |
VP Infrastructure and Operations | Profile |
Courtney Pepper |
Assistant Vice President of Business Solutions | Profile |
Jessica Bowlin |
Vice President of Business Solutions | Profile |
Jeff Schiesser |
VP Chief Information Officer | Profile |
WealthAbility® is a leading financial education company created by CPA, CEO, Author and Speaker Tom Wheelwright to revolutionize the way entrepreneurs, investors and CPAs manage global change, business growth and wealth management. The overall goal is to help clients "Make Way More Money and Pay Way Less Taxes." To better serve clients, WealthAbility® provides a new platform of educational tools and global network of CPAs trusted by over 244,123 entrepreneurs and investors to reduce taxes and create wealth. Through these tools, WealthAbility® helps clients reduce taxes by 10-40%, increase confidence in clients` personal ability to create wealth, and achieve financial dreams – much faster. In addition, the WealthAbility® Network for accounting professionals is educating CPAs and other accounting professionals to better serve clients and run more successful businesses.
At Slate, we are value investors who believe that great real estate investing starts with putting real estate first. This means having the expertise and the creativity to see the potential in properties or markets that others may overlook, as well as the experience and ability to successfully bring to bear strategies such as releasing and redevelopment to unlock that value. Our team, with a deep background in all aspects of real estate, knows how to do it. Our track record shows that it works. Today, Slate has over $6.5 billion of AUM across Canada, the U.S. and Europe. Slate invests in, and manages two publicly-listed REITs (Slate Office REIT and Slate Retail REIT), private equity funds spanning opportunistic and value-add strategies, and a core-focused institutional separate accounts business that establishes long-term partnerships with some of the largest global pension funds.
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn`t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry`s most respected strategy and technology consultants, Cornerstone`s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone`s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market.
Diversified Group Brokerage Corporation is a Marlborough, CT-based company in the Financial Services sector.
Flood and Peterson Insurance, Inc. is one of the leading companies in Financial Services industry. Flood and Peterson Insurance, Inc. is based in Greeley, CO. You can find more information on Flood and Peterson Insurance, Inc. at www.fpinsurance.com