| Name | Title | Contact Details |
|---|---|---|
Michael Herman |
Chief Technology Officer | Profile |
Jana Jones |
VP, Senior IT PM/BA-Enterprise Salesforce | Profile |
fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®.
For more than 25 years, JG Wentworth has been focused on helping individuals overcome financial hardships in various ways. JG Wentworth works closely with clients to help them on their journey to reach financial freedom. We offer lump-sum payments to individuals in exchange for their future payment streams, which include payments from structured settlements, annuities, lottery prizes, and casino winnings. JG Wentworth also provides a Debt Relief Program, which allows us to negotiate with creditors on our client`s behalf to help pay off or reduce their unsecured debts. We recognize that our employees really are the key to our success. With that always in the forefront of our mind, we strive to provide our team members with career growth opportunities and an exciting workplace environment.
Founded in 1962 and a public company since 1983, Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm`s stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 7,100 financial advisors serving in excess of 2.9 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are approximately $617 billion. Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Fiduciary Benchmarks was founded in October 2007. We knew the industry needed an independent, comprehensive and informative benchmarking service that would help Service Providers and the Plan Sponsors they serve fulfill their duties under ERISA regardless of plan size. We do this while making sure that the Service Providers, the Plan Sponsor and the plan participants all benefit from a determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan should all logically be evaluated against the fees that are being paid.
Promontory is a leading strategy, risk management, and regulatory-compliance consulting firm focusing on the financial services industry.