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Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
Since our inception over a decade ago, the Undergraduate Investment Society (UIS) has maintained an unrivaled legacy as the premier business and finance organization at the University of California, San Diego. We train and empower members to the obtain financial literacy and business acumen needed to excel in various roles within the most competitive firms globally. We send more young professionals to Fortune 500 Companies and top tier investment banks like Goldman Sachs and Morgan Stanley, than all other campus organizations combined. We are proud to host the schools largest annual finance conference, the Financial Horizons Conference that, in the past 9 years, has seen an increase of professional, student, and alumni attendees. The Undergraduate Investment Society holds the highest standards for its committee members, meetings, and events to ensure that quality is consistent with the expansion of the organizations success. We continuously evolve by building bridges with corporations, community leaders, and other prominent figures within the financial world. Join the legacy.
West Coast Community Bank is a full-service community bank headquartered in Santa Cruz, California, serving Monterey, San Luis Obispo, Santa Clara, and Santa Cruz counties since 2004. The bank is dedicated to community involvement, actively supporting local well-being through participation and donations to regional nonprofit organizations. In 2024, it merged with 1st Capital Bancorp to enhance its capabilities and better serve the community, with plans to rebrand all branches as West Coast Community Bank by 2025. The bank offers a variety of financial services for both businesses and individuals. These include business loans, commercial real estate financing, asset-based lending, construction lending, and agricultural loans. It also provides SBA and USDA government guaranteed loans, credit cards, merchant services, and digital banking solutions. For personal banking, West Coast Community Bank offers competitive deposit solutions and consumer banking services. The bank is recognized as a leading SBA lender in Santa Cruz County and Silicon Valley, reflecting its strong support for local businesses.
Founded in 2019, Advanced Solution is proudly Christian and Veteran owned. Advanced Solution is one of the fastest growing medical solutions distribution networks in the United States, serving US Veterans Affairs Health Systems, Hospital Outpatient Departments, Operating Rooms and Privately Owned Specialty Clinics throughout North America. Advanced Solution originated in Central, Pennsylvania as a solutions-oriented company. Our Executive Leadership team has partnered with multiple market leading Tissue Banks and Master Distribution Networks. When a physician partners with Advanced Solution, they gain access to a network of over 30 advanced treatment modalities. — COMPASSION. INNOVATION. TRUST. —