| Name | Title | Contact Details |
|---|---|---|
David McElroy |
Director of Information Security | Profile |
Joe Hoffmann |
Chief Information Security Officer | Profile |
QuickFee helps professionals manage receivables and get paid for their work faster. With one convenient platform, professional service firms can accept online payments, offer financing, set recurring payment schedules, and manage client invoices. Clients can pay how and when they want – while the pros get paid upfront every time.
E*Trade Financial is a New York, NY-based company in the Financial Services sector.
TransUnion Interactive d/b/a TrueCredit/TrueLink is a Chicago, IL-based company in the Financial Services sector.
JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City.
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.