| Name | Title | Contact Details |
|---|---|---|
Matthew Stoehr |
Chief Information Officer | Profile |
Oregon Pacific Bancorp is one of the leading companies in Financial Services industry. Oregon Pacific Bancorp is based in Florence, OR. You can find more information on Oregon Pacific Bancorp at www.opbc.com
PagnatoKarp is a fee-only, independent multi-family office and wealth management firm fusing global financial access and True Fiduciary® transparency with personalized services and innovative technology. Awards include Top Ranked Advisor by Barron`s and Forbes, Best Multi-Family Office by Family Wealth Report and Best Places to Work by Virginia Business. With $3.8 billion assets under advisement, we focus on top client issues: simplicity, safety, cost. 1. Simplicity: Our Family Office manages complex family needs through portfolio management, financial planning, tax, legal and estate planning, private banking and trust, family governance, travel and concierge services. 2. Safety: True Fiduciary® standards of transparency put clients` interests first and address conflicts of interest and structural problems in the financial industry. 3. Cost: Independent business model fosters competition and institutional scale, with access to the financial universe, sophisticated vendors and innovative technologies, as well as transparency on costs and fees. PagnatoKarp has successfully led more than 70 entrepreneurs through pre-sale planning and liquidity events, integrating unique portfolio solutions, financial planning, estate and legacy strategies and philanthropic planning. Paul Pagnato, founder and CEO, is ranked #16 on Barron`s Top 100 Independent Wealth Advisors, #3 in Virginia on Barron`s Top Financial Advisors: State-By-State, and #2 on Forbes Best-In-State Wealth Advisors. PagnatoKarp frequently contributes to CNBC, WSJ, Barron`s, Forbes and FA Magazine, and is an industry thought-leader.
Numerated is a fast-growing, venture-backed financial technology company powering digital transformation of business lending at banks. At the intersection of a changing lending landscape and the on-demand, digital-first economy, Numerated was founded to help banks thrive in the modern lending market and offer businesses the fastest, most convenient way to secure financing. Numerateds end-to-end platform helps banks profitably grow their business portfolios through a powerful combination of real-time lending customer experience, automated credit decisioning, and modern marketing and sales tools. Numerated was developed in 2015 within and for Eastern Bank. After growing Easterns small business lending portfolio 4X and its rates 2X, the technology was spun-out in 2017 as an independent company backed by fintech leaders Venrock, FinTop Capital, and FIS. Today, Numerated works with growth-oriented banks focused on being leaders in their markets in serving businesses.
Kroll Bond Rating Agency, a nationally recognized statistical rating organization, was established to restore trust in credit ratings.
CheckAlt is the largest independent provider of lockbox and treasury solutions in the United States. CheckAlt`s solutions include lockbox processing across 14 locations nationwide, consolidated item processing, omni-channel integrated treasury solutions and mobile capture services.