Name | Title | Contact Details |
---|---|---|
Dana Neshe |
Chief Operating Officer | Profile |
Gregory Berks |
SVP/Director of Operational Risk and Information ... | Profile |
Jackie Silverstein |
Vice President - Information Security Officer | Profile |
Michael Sundberg |
Senior Vice President, IT Operations Director | Profile |
Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants. Engineered Advisory provides strategies to help professional artists and athletes keep more of their money, and provide high net worth individuals or business owners with tax-intelligent techniques and financial strategies to preserve their wealth. The Engineered Advisory Accelerator is a membership based cohort, created for accounting firms that want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum. Listen to The Advisory Accelerator Podcast anywhere you get podcasts or at: https://podcast.engineeredadvisory.com/ New episodes monthly!
AFFCU is a not-for-profit financial organization owned entirely by its members and operated for the benefit of all who belong. In fact, we exist to serve our members - their success is our success! The earnings are paid back to members in the form of lower loan rates and higher savings/certificate rates. AFFCU members have access to 6 AFFCU branches, over 200 CO-OP Shared Branches throughout Texas, more than 5,400 branches nationwide and nearly 30,000 surcharge-free CO-OP Network ATMs worldwide.
Monument Bank is a Doylestown, PA-based company in the Financial Services sector.
Holladay Bank and Trust is a Salt Lake City, UT-based company in the Financial Services sector.
Eagle Bank and Trust Company is a Little Rock, AR-based company in the Financial Services sector.