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Fidelity Bank has been lending a helping hand for 110 years. At Fidelity, our mission is HERE FOR GOOD. We seek to continually improve and enhance our rich heritage of over 100 years. “Here for Good” means helping families and businesses thrive in the communities we serve. We have helped to build the communities we live in and made the dream of homeownership possible for countless clients. Over time, we have expanded our services to become a full-service financial institution offering personal and business checking, savings and loan products. Fidelity Bank is committed to delivering World Class Client Service via our 18 branch locations and our online and mobile banking experience. We provide our clients the convenience to do their banking in the manner that best fits their lifestyle.
Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”) provides specialist alternative investment research and portfolio advisory solutions to institutional investors and we advise on $265 billion AUA and $18 billion AUM of client alternative allocations. We represent experienced pension plans, insurance companies, government-related institutions, endowments, foundations and superannuation funds. Aksia has over 390 employees who are located in seven offices across North America, Europe, and Asia, with headquarters in New York City and main offices in London and Tokyo.* *All references herein refer to Aksia LLC, together with its wholly owned subsidiaries (collectively, “Aksia”). AUA/AUM is as of September 30, 2022 and includes NAV plus unfunded commitments and represents investments advised on and/or managed by Aksia and directly tracked by Aksia’s client operations team. AUA/AUM does not include assets of any research clients or advisory clients for whom Aksia does not track their portfolios. AUM includes fully discretionary accounts and accounts where the client retains veto authority. Number of professionals and experience is as of October 31, 2022
Love. Trust. Respect. And a commitment to excellence. These values form the cornerstones of our promise: to really care about our customers, our communities and each other – and strive to be the best every day in everything we do. It is a commitment to these values that help Third Federal achieve its mission of helping people achieve the dream of homeownership and financial security, while creating value for our communities, our customers and our stockholders. As we've grown during the last 80+ years, many things have changed about Third Federal: the size of our business, our spectrum of services, and the scope of our ever-advancing technology. However, our values and our mission remain the same.
The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees. LDSCO believes that the selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an employer’s Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New Comparability, Integrated allocation features, as well as Defined Benefit plan designs. The LDSCO Staff of Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan’s signature ready Form 5500. LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.
CFOs & Tax Advisors helping Private Equity Firms, Family Offices, and Closely Held Corporations grow cashflow through financial accounting and tax planning. Our team consists of seasoned financial leaders with strong business acumen obtained through many years of senior level experience in public accounting and with multi-national Fortune 500 companies. Our objective is to provide our clients with a one stop financial and tax planning source for their organization and family. By outsourcing accounting and back-office to us, our clients are able to save money, improve financial reporting, receive continuous tax planning, and consolidate all of their financial questions and needs to one team. Our CFO accounting and advisory services (CAAS), seek to modernize organization's financial infrastructure to better understand, plan, and react to financial information. We implement cloud-based and paperless financial systems so information is readily available and documents are electronically and securely maintained. The collaborative and proactive approach we take leads to stronger client relationships and constant visibility into finances. Our services: - Virtual CFO - Controllership Services - Back-Office Accounting - Business Process Design - Cloud base solutions - Metrics and KPIs Call us today for a free consultation, and let us show you how powerful your business can be!
Starting in Central Europe in 1994 and growing to a global real-time digital and cash payments network with millions of touchpoints today, Euronet (NASDAQ: EEFT) now moves money in all the ways consumers and businesses depend upon. This includes money transfers, credit/debit processing, ATMs, point-of-sale services, branded payments, currency exchange and more. With products and services in more than 200 countries and territories provided through its own brand and branded business segments, Euronet and its financial technologies and networks make participation in the global economy easier, faster and more secure for everyone
Mundi es la primera plataforma de servicios financieros para exportadores y agentes de carga. Exporta a todo el mundo y cobra tus facturas de contado fácil y digital.
Who We Are & What We Do: Graham Capital Management, L.P. (“Graham”) is an alternative investment firm focused on innovative quantitative and discretionary investment solutions. The Firm was founded in 1994 by Kenneth G. Tropin and, as of January 1, 2022, has more than $15 billion in assets managed on behalf of global pensions, sovereign wealth funds, endowments and foundations, investment management advisors and qualified individual investors. Culture: We believe that our greatest asset is the collective intelligence, ingenuity and integrity of our employees. Collaboration, innovation, and integrity contribute to the quality of life that is a cornerstone of the firm’s culture. Careers: Graham hires on an opportunistic basis and is interested in seeing high quality talent across various fields of expertise. Please visit Graham’s website, www.grahamcapital.com, for more information on the firm and open positions. Key Employment Factors include: -Competitive Salary + Bonus: We seek to offer employees competitive compensative packages that acknowledge and reward individuals for outstanding performance. -Collegial Work Environment: Graham promotes collaboration across multiple disciplines and is committed to building a diverse, highly talented team. -Opportunities to Advance: Potential for individuals to develop and learn, growing their careers over time. -Location: Headquartered on a beautiful campus in Rowayton, CT with easy commute to New York City and walking distance to CT beaches and restaurants. -Full Suite of Benefits: Including Comprehensive Health Insurance, Vision and Dental Insurance, Paid Vacation, 401K and Educational Assistance. -Work-Life Balance: In-house dining and fitness facilities, happy hours, recreational activities.
The mission of the U.S. Securities and Exchange Commission (SEC) is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation. The SEC holds primary responsibility for enforcing the federal securities laws and regulating the securities industry, the nation's stock and options exchanges, and other electronic securities markets in the United States. In addition to the Securities Exchange Act of 1934 that created it, the SEC enforces the Securities Act of 1933, the Trust Indenture Act of 1939, the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Sarbanes-Oxley Act of 2002 and other statutes. The SEC's five main divisions are: • Corporation Finance • Trading and Markets • Investment Management • Enforcement • Risk and Economic Analysis The SEC is looking for the brightest minds to solve difficult problems and help strengthen our team in order to better serve as the investor's advocate. We are currently seeking qualified applicants for numerous positions. Opportunities are located in the SEC's Washington, D.C. headquarters and in 11 regional offices in the United States. Disclaimer: http://ow.ly/5hB230oHjhr
BrightFi helps community banks & credit unions through their digital transformation with our scalable, cloud-based banking platform, which allows them to configure, test, and launch new digital banking products, or offer banking-as-a-service, at a fraction of the time and cost. By integrating optimized back-office workflows into their technology platform, BrightFi Services significantly reduces the cost to serve a bank's customers. We built a banking platform from the ground up to better serve the people who need it. The best part is, we're sharing our solution with the world. We work with innovative non-banks, community and regional banks to deploy digital banking platforms, faster and cheaper than ever before.
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TF Holdings, Inc. provides credit and financial wellness tools to consumers, and licenses loan origination, risk underwriting and loan management software to lenders. Since 2001, the company’s businesses have served consumers and lenders with a portfolio of innovative products, including Jora Credit, Echo Credit, iQ Decision Engine, and the Cortex loan management platform.
At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future. Founded in 1972, MissionSquare Retirement is a mission-based, nonstock, nonprofit, financial services company with over $70 billion in assets under management and administration focused on delivering retirement plans, investment options, and personalized guidance for over 1.5 million participant accounts.* For almost 50 years, our mission has been constant – to help those who serve reach their retirement goals with confidence. For more information, visit www.icmarc.org/missionsquare-retirement.html, download MissionSquare’s mobile app from the App Store® and Google Play TM, or follow MissionSquare Retirement on Facebook, LinkedIn, and Twitter.
Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients. For over four decades, we’ve carefully woven together a firm that offers a full suite of financial services, from audit and assurance, to accounting, to advising, and beyond, to ensure everything we do will advance the present growth and future goals of our clients.
GHJ is an accounting and advisory firm that specializes in nonprofit, food and beverage, entertainment and media and health and wellness companies. Previous recipient of the Los Angeles Chamber of Commerce Employee Champion For Life Work Harmony Award and named a “Best Places to Work” by the Los Angeles Business Journal eight times since 2008, GHJ is passionate about helping clients and its people #BeMore by focusing on building thriving businesses and creating a better future. GHJ works as a business advocate for its clients — providing personalized service and building long-term relationships to help position our clients for growth. Through its affiliation with HLB International, a global network of independent professional accounting firms and business advisers, GHJ is able to partner with other top firms across major cities throughout the U.S. and the world. GHJ’s audit, tax and advisory teams leverage the HLB network to better serve its clients and give clients access to member firms in over 158 countries across the globe and over 775 offices worldwide. Also ranked as a top-20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, GHJ has 15 partners and more than 160 staff members that serve over 3,000 clients. GHJ is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), the California Society of CPAs and the California Association of Nonprofits (CalNonprofit).
Our team of certified public accountants and business advisors are available to help you in any way we can by giving you the information and tools to make sound financial and business decisions. For over 60 years, we've developed client relationships that are focused on finding solutions tailored to meet individual needs. We're Montana-owned and operated with offices in Billings, Bozeman, Butte, Great Falls, Helena, Missoula, and Havre. Founded in 1957 in Helena, Anderson ZurMuehlen has grown to be the largest Montana based CPA and business advisory firm with over 230 professional and administrative support personnel in offices throughout the state. From the beginning our firm was based on the principle of building relationships and excellent client service. Today, our mission remains the same. We are committed to a team-based, client-focused approach to providing services and solutions to help our clients succeed today and into the future. You want a universal consultant who can assist you in protecting your resources and help you benefit from opportunities that come your way-someone you can relate to and trust. We’re looking for clients who value personal attention and solid advice. You can count on Anderson ZurMuehlen. Investment advisory services offered through Avantax Planning Partners℠. Commission-based securities products offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to (company name) Please visit www.Avantaxwealthmanagement.com/social_policy/ for more information.
What's The Scoop About oXYGen Financial? You are the CEO of your family finances....You may be getting more information from the internet, but are you really more educated about how to make better decisions with your family finances. Today, with the amount of information that is thrown at you on a daily basis from friends, media, and the internet, you should do what any smart CEO would do with their company: Hire a top notch CFO to help you manage the business of your family finances. oXYGen Financial launched the role of a Private CFO®to allow individuals and businesses to have someone who is as concerned about growing the balance sheet and the income statement of your company as the CEO themselves. http://www.oXYGenFinancial.com Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice. This LinkedIn profile is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 737-443-2582. FINRA: www.finra.org SIPC: www.sipc.org
At Wealth Strategies Financial Group, our goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. We take pride on being able to recruit experienced professional sales team for our clients, while developing marketing plans to help our representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We aim at becoming a lifetime resource for each and every one of our clients. Our advisors are motivated every day to do what they can to help people succeed in their professional, financial and personal lives. We enjoy coaching others as they navigate life’s ups and downs to help them come out as winners. Wealth Strategies Financial Group is built on these motivations. Through a highly individualized and comprehensive approach, our unified vision is to become lifetime resources for clients, putting them at the center of all that we do. Our firm values civic service and volunteerism within the community, and are involved in organizations such as the Arthritis Foundation, Habitat for Humanity and the Alzheimer’s Association. Certain individuals associated with Wealth Strategies Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Wealth Strategies Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. Wealth Strategies Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.
Know Your Customer (KYC) regulation is evolving and so are the costs and impact on the global financial industry. Encompass' intelligent process automation platform for KYC dramatically improves the client experience, significantly speeding up KYC processes. Encompass automates gathering, processing and collation of primary and premium information and news discovery for KYC purposes - be that for new customer onboarding, event-driven refresh, or remediation. Using customers’ existing internal KYC policies and processes, Encompass constructs corporate ownership structures, discovers beneficial owners, and comprehensively screens entities and persons for risk - be that across structured watchlist data sets or unstructured adverse media sources. Advanced intelligent process automation builds a comprehensive KYC profile from multiple sources, facilitating fast, confident decisions. Encompass delivers a single platform to manage clients from large corporations through to small and medium sized enterprises and individuals.
Our mission is to drive long-term, sustainable growth that benefits all stakeholders – customers, employees, communities and shareholders. Jones began as a family business with a simple mission: to help communities, provide jobs and enhance lives. Today, Jones is a provider of private capital to a diverse group of middle-market businesses that share our common core values and our vision for long-term, sustainable growth.
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including over 650 investment professionals based in North America, Europe and Asia, we manage $699 billion* of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. *In U.S. dollars as of March 31, 2022. Source: Columbia Threadneedle Investments and BMO GAM (EMEA). Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. www.columbiathreadneedleus.com/social
