| Name | Title | Contact Details |
|---|---|---|
Patrick Mastan |
Managing Director of Technology Investment Banking | Profile |
Michael Buchbinder |
Managing Directors of Technology | Profile |
Robert Smith |
VP Procurement and Third Party Risk Management | Profile |
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Brokerage Concepts Inc is one of the leading providers in Financial Services. It is based in Spokane Valley, WA. To find more information about Brokerage Concepts Inc, please visit www.bcitpa.com
VPay is focused on delivering best-in-class claims payment solutions designed specifically to streamline the payment process while significantly reducing costs - enabling the companies we work with to take control of payment costs no matter how complex the landscape.
Retirement Planning Assoc is a Westlake Village, CA-based company in the Financial Services sector.