| Name | Title | Contact Details |
|---|---|---|
Michael Raneri |
Chief Executive Officer | Profile |
Tandem Capital Management Inc is a Woodcliff Lake, NJ-based company in the Financial Services sector.
With more than 100 years of locally owned history, ESL Federal Credit Union serves as a full-service financial institution to more than 394,000 members and 14,700 businesses. Founded in 1920, the company provides personal banking, business banking, mortgage services and wealth management services through its locally based 23-branch network; telephone, mobile and online banking; and live chat center. The Rochester-based financial institution employs approximately 900 people in the Greater Rochester area and holds more than $9.2 billion in assets. Since 1996, ESL has paid out 27 consecutive Owners` Dividends to its members totaling more than $241 million. Since the creation of its Community Impact initiative in 2018, ESL has reinvested more than $70 million in grants throughout the community. The company has appeared on the Great Place to Work® Best Small & Medium Workplaces list for 11 years since 2010.
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.
Retirement Planning Assoc is a Westlake Village, CA-based company in the Financial Services sector.
Sierra Central Credit Union is a Yuba City, CA-based company in the Financial Services sector.