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Triad Advisors

www.triad-advisors.com

 
We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

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CBE Companies

Founded in 1933, CBE Companies is a global provider of outsourced call center solutions. Our ability to constantly adapt, evolve and stay ahead of the regulatory environment sets us apart from other providers. We`ve implemented the controls necessary to meet the most stringent requirements of federal contracts, as well as heavily regulated and complex Fortune 100 companies. This sustained focus on thought leadership and continual investment inevitably benefits all of our clients by delivering performance excellence and mitigating present and future risk. With more than 1,300 people in five locations globally, CBE Companies can deliver the right solution in the right location(s) for your ever-changing business needs. Its corporate headquarters is located in Cedar Falls, Iowa, with two facilities in Waterloo, Iowa, and additional facilities in New Braunfels, Texas and Manila, Philippines. The organization is consistently recognized as an Employer of Choice. It has also been recognized by Workplace Dynamics as one of Iowa`s Top Workplaces.