| Name | Title | Contact Details |
|---|---|---|
Stephen Jaquish |
Director of Technology | Profile |
Branch delivers world-class financial services to the mobile generation. With offices in San Francisco, Lagos, and Nairobi, Branch is a for-profit socially conscious company that uses the power of data science to reduce the cost of delivering financial services in emerging markets.
San Diego Metropolitan Credit Union is a San Diego, CA-based company in the Financial Services sector.
Capital Project Consultants is a Portland, OR-based company in the Financial Services sector.
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.
PayClearly is a leading provider of corporate payment solutions that significantly reduces the cost of payments and accounting reconciliation. Their Integrated Payables solution boosts profitability, accelerates payment delivery, and reduces complexity...