| Name | Title | Contact Details |
|---|---|---|
Jim Shedlick |
Chief Information Officer | Profile |
Tech CU has served the high tech workforce and its ecosystem in Silicon Valley and the greater Bay Area for over 50 years` It is recognized as one of the best-managed and strongest financial institutions in the country` With more than $2 billion in assets and still growing, Tech CU is a leader in its field — offering online and mobile banking, full-service branches in the Bay Area, and comprehensive wealth management and business services` Tech CU members have access to over 65,000 surcharge-free ATMs nationwide`
CO-OP Financial Services is one of the leading companies in the Financial Services sector.
BMI Federal Credit Union is a not-for-profit financial cooperative owned by its members. Originally established in 1936 to serve the employees of Battelle Memorial Institute, BMI FCU is now open to everyone who lives, works, worships or attends school in Franklin, Licking, Fairfield, Pickaway, Madison, Union, Delaware or Morrow County. Selected in 2008, 2009, 2010, 2011 and 2012 as the #1 Credit Union in Central Ohio by the readers of Columbus CEO magazine. BMI FCU was also selected as a Reader`s Choice winner by readers of This Week Newspapers.
CircleUp is an online private company investment platform. They provide accredited investors free access to direct investments in high-growth consumer product and retail private companies that were previously difficult to identify and access. For retail and consumer product entrepreneurs, they offer an efficient way to access a network of sophisticated investors as well as value added partners. Typical investments on CircleUp are food, personal care, pet product, apparel or retail/restaurant companies with >$500K in revenue and are looking to raise $100,000 to $2.0 million in growth equity. A highly selective percentage of companies that apply are listed on their site. As the largest equity based crowdfunding site, CircleUp provides not only access to interesting consumer and retail private company investments, but also a wide ranging, sophisticated investor network. Their investor base includes retail and consumer product industry experts, venture capital, private equity and other financial professionals, business leaders, angel investors and others interested in expanding their investment portfolios with private company investments. Investors can review a curated list of private company investments, ask questions to the management team, request product samples and complete their private company investment online via CircleUp.
World Equity Group is a full service, independent brokerage firm with corporate headquarters in Arlington Heights, Illinois. We are registered in all 50 states and Puerto Rico, and members of FINRA, SIPC as well as a Securities & Exchange Commission Registered Investment Advisor. World Equity Group was founded in 1991. Since then, WEG has been a relationship driven Broker/Dealer with integrity and service as the cornerstone, where advisors feel free to manage their practices their way. World Equity Group offers exceptional support, freedom and flexibility to our representatives. In 1997, Richard Babjak and Robert Yarosz gained leadership of WEG. While managing the growing firm, Richard and Robert have remained top producing financial advisors. Maintaining a client base and staying active in the business gives WEG management a Real World perspective of the wants and needs of today`s financial professional.