| Name | Title | Contact Details |
|---|---|---|
Beatrice Ordonez |
Chief Innovation Officer | Profile |
Karen Higgins-Carter |
Executive Vice President and Chief Information Officer | Profile |
Vishal Patel |
Executive Managing Director - Chief Data Officer and Head of Data Engineering at Webster Bank | Profile |
Vikram Nafde |
Executive Vice President and Chief Information Officer | Profile |
Virginia Roberts |
Deputy Chief Credit Officer-Treasury/Public Sector Finance/Third Party Credit Risk | Profile |
Ulster Savings Bank is a mutual savings bank headquartered in Kingston, New York. The bank has 14 branches, all of which are in Ulster County, Orange County, or Dutchess County.
iJoins highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track. The platform presents an easy to deploy Advisor Managed Account program, natively integrated financial education and wellness tools, a powerful participant email communications engine, and a data analytics dashboard to engage employers and demonstrate value. Were committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes.
Fundamental Advisors is a private equity and alternative asset management firm based in New York City, founded in 2007. The firm specializes in municipal and public purpose investing, focusing on cash-flowing, asset-based investments in essential service sectors. Their investment approach is adaptive, allowing them to navigate various capital structures and sectors to achieve consistent returns and downside protection. The firm employs two main investment strategies: the Flagship Opportunistic Strategy, which targets special situations in municipal markets, and the Renewable Energy Strategy, which provides flexible capital solutions for renewable energy projects. Fundamental Advisors invests primarily in debt, assets, or securities related to municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.
Powell Valley National Bank is a Jonesville, VA-based company in the Financial Services sector.
诺亚控股（NYSE: NOAH, HKSE: 6686）是顶尖的独立财富管理机构，专注为华语高净值投资者打造提供全球投资与资产配置的一站式金融服务平台。通过连接全球顶尖的资产管理机构，已深度覆盖海内外私募股权、私募证券、公开市场、另类投资等大类资产配置。我们在中国大陆、香港、新加坡及美国等国家和地区设有办公室。 Noah Holdings Limited (NYSE: NOAH and HKEX: 6686) is a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for Mandarin-speaking high-net-worth investors. We have offices in Mainland China, Hong Kong, Singapore and the United States.