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Conway MacKenzie is a New York, NY-based company in the Financial Services sector.
Settle provides cash flow management for the modern business. Pay vendors, schedule bill payments, pay invoices, factor invoices and more with Settle.co. Learn more today.
Gregory Litman Asset Mgmt is a Larkspur, CA-based company in the Financial Services sector.
The Center for Disaster Philanthropy (CDP) is a full-time resource to help donors make more thoughtful disaster-related giving decisions and maximize the impact of their gifts. CDP aims to increase the effectiveness of contributions given to disasters,...
Since 1986, Quest CE has built a reputation of being the premier provider of Compliance Education to the financial services industry. In addition to offering Providership Administration and insurance continuing education (CE) for professionals holding insurance licenses and professional designations like the CFP, CPA, CLE, CIMA and CLU/ChFC designations, Quest also provides a complete spectrum of compliance training solutions including the Financial Industry Regulatory Authority (FINRA) annually required Firm Element Training for registered representatives, On-demand Annual Compliance Meetings, Annual Compliance Questionnaires, Needs Analysis Surveys, Outside Business Activity Tracking, Gifts and Entertainment Tracking and Political Contributions Tracking.