| Name | Title | Contact Details |
|---|---|---|
Carlos Renteria |
Chief Information Security Officer | Profile |
Real trust...means that we have a track record of helping generations achieve their dreams. National Bank of Middlebury was founded in 1831 and, for almost two centuries, we have served the people who live and work in west central Vermont. We remain committed to serving our customers—both individuals and businesses—with options to suit all needs. We pride ourselves on knowing our customers by name. Bank Real. Live Real.
Premier Bank and Trust is a Wooster, OH-based company in the Financial Services sector.
First Indiana Corporation is a Indianapolis, IN-based company in the Financial Services sector.
Exos Lending offers a revolutionary approach to small business financing with an SBA 7(a) loan combining innovation, technology, and industry expertise, we deliver the customer-focused experience to unlock numerous benefits. We offer lower down payments, longer repayment terms, and flexible eligibility requirements, this SBA 7(a) loan is a game-changer for businesses. Exos Lending simplifies the loan process with advanced technology and a team of experts, ensuring a seamless and efficient journey. Experience the future of lending and fuel your business with an Exos Lending SBA 7(a) loan.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com