| Name | Title | Contact Details |
|---|---|---|
Leo Fitzpatrick |
Chief Technology Officer | Profile |
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
PeoplesChoice Credit Union is a Biddeford, ME-based company in the Financial Services sector.
Everyone deserves an equal chance to achieve their dreams. Good financial decisions can make those dreams a reality. At BrightPlan, our mission is to help you plan and invest for a brighter future. We are bringing together an experienced team of technologists, innovators and industry experts with a track record of re-inventing industries, creating new categories and successfully scaling businesses.
Edward and Howard Portfolio Management is a Burlingame, CA-based company in the Financial Services sector.
Norway Community Credit Union is a Norway, MI-based company in the Financial Services sector.