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Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.
Union Yes Federal Credit Union is a Orange, CA-based company in the Financial Services sector.
The Sterling Group is one of the leading providers in Financial Services. It is based in Coral Gables, FL. To find more information about The Sterling Group, please visit www.sterling-group.com
Gridstone Research is a San Mateo, CA-based company in the Financial Services sector.
Bratenahl Capital Partners is a private equity investment firm that invests in established private equity managers across all industries.