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PartnersFinancial is a member-centric network of successful, independent peers working together to drive life insurance sales. We harness, enable and spread the knowledge, insights and expertise of over 150 life insurance and diversified firms across the country. Our expertise is matched only by our personal commitment to each others and our clients goals.
West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.
Reos Partners (www.reospartners.com) is an international social enterprise that helps people move forward together on their most important and intractable issues. We design, facilitate, and guide processes that enable teams of stakeholders—even those who dont understand or agree with or trust one another—to make progress on their toughest challenges. Our approach is systemic, collaborative, and creative. We partner with governments, corporations, and civil society organizations on challenges such as education, health, food, energy, environment, development, justice, security, and peace. Our work is pragmatic, professional, and tailored to the needs of the specific situation. We operate both globally and locally, with offices in Cambridge (Massachusetts), Geneva, Johannesburg, Melbourne, Montréal, and São Paulo. Our name comes from the Greek "rheos," which means "flow."
Ondaro, formerly known as Cask NX, is a business and technology consulting firm based in the USA. Founded in 2004, the company has a team of approximately 51-200 employees. Ondaro focuses on helping organizations enhance their operations and achieve growth through technology-driven solutions. The firm specializes in a variety of services centered around the ServiceNow platform. These include business and technology consulting to optimize operations, the development of ServiceNow-based applications that improve user experiences, and the integration of Generative AI to boost productivity. Ondaro also offers HR service delivery solutions with their product "Cask HR Essentials," which automates HR processes, and provides asset data migration services to facilitate efficient transitions to ServiceNow. Ondaro serves a diverse clientele, including state agencies and global manufacturers, helping them modernize operations and improve efficiency through strategic technology initiatives. The company positions itself as a partner for organizations looking to leverage advanced technology solutions for business transformation.