| Name | Title | Contact Details |
|---|---|---|
Stephen Jaquish |
Director of Technology | Profile |
Operating Engineers Local Union #3 Federal Credit Union is a Livermore, CA-based company in the Financial Services sector.
Exodus is a secure user-friendly crypto wallet and exchange where you can store, manage and trade all of your blockchain assets in one place.
Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances, helping them make better choices and live their best lives confidently. Lumiant proudly champions the non-Chief Financial Officer of the household, which supports advisors in increasing conversions, revenue, referrals, and retention over multiple generations. Lumiant`s mission is to radically transform the way advice is delivered. Its financial client experience software achieves this by uncovering the underlying motivators driving clients` financial decisions. Then, using its suite of client engagement and financial management tools, finance professionals can identify, track and measure the goals, strategies and tasks to shape and sustain extraordinary lives for their clients. For the first time, the client experience has been uncoupled from financial products and benchmarks that advisers have no control over. With the entire experience anchored in what clients truly value and measured against their overall wellbeing.
Westminster Federal Credit Union is a Westminster, CO-based company in the Financial Services sector.
IBC Bank was founded in 1966 to meet the needs of small businesses in Laredo, Texas. Today, it serves as the flagship bank of International Bancshares Corporation. Since its opening, IBC has grown from less than $1 million in assets to more than $12.1 billion, making it one of Texas` largest holding companies. IBC now serves 88 communities throughout Texas and Oklahoma with 217 branches and more than 315 ATMs providing full service banking seven days a week. IBC Bank has made banking convenient for its customers by offering late and weekend hours at many of its locations. It also offers a number of retail branches inside shopping malls and supermarkets such as Walmart.