| Name | Title | Contact Details |
|---|---|---|
Alicia Perry |
Vice President, Counsel | Profile |
Lori Wadman |
Senior Vice President-Compliance and | Profile |
LaKisha Jones |
Associate General Counsel and Senior | Profile |
Soroush Shahin |
Associate General Counsel and Senior | Profile |
Andrew McMullin |
Associate General Counsel and SVP | Profile |
We provide unique global equipment finance industry knowledge and insights that enable our clients to achieve their strategic and tactical imperatives. Our global advisors serve many of the worlds leading equipment leasing and asset finance companies--whether bank owned, captive or independent--as well as manufacturers, service providers, banks, investment firms and government organizations. Hear podcasts, see videos, read our blog at http://www.thealtagroup.com/blog. Our international network and extensive industry contacts at the highest levels mean Alta is exceptionally well placed to make introductions for mergers and acquisitions or provide actionable strategy for business development. We have management consultants in offices throughout North America; Latin America; Western, Central and Eastern Europe; Asia Pacific; and China. See also our practices: Digital Business Advisory, Mergers & Acquisitions, Strategy & Competitive Alignment, Professional Development, Asset Management, Legal Services and Business Quality Assurance. For more information visit http://www.thealtagroup.com
Grow With Us. The CFD Companies are committed to helping Registered Representatives, Life Insurance Agents, and Investment Adviser Representatives become trusted advisers who are committed to the Financial Planning process in such a way that they can serve their clients in a professional manner without being either "captive" to an Insurance Company and its Broker/Dealer or an isolated individual trying to be totally independent. Our Belief is that Clients planning needs are best served by an Independent Investment Adviser they can trust, and with whom they can develop friendships. The CFD Companies are the outgrowth of a singular financial organization founded in 1969. Our founder was one of the early pioneers in the financial planning movement who believed clients should have "planning" services available on a fee basis without being obligated to implement products through the Broker/Dealer the planner represented. As a result, to position himself so that the needs of the clients could always be placed first, CFD Investments, Inc., a Registered Broker/Dealer, was founded in 1990. The intent then and now is to build a firm started by an adviser for advisers to serve their clients by always placing client needs ahead of the needs of the firm and its advisers. Our key strengths include our commitment to being a firm of integrity regardless of circumstances, our commitment to helping our advisers serve their clients in the manner we would like to be served if we were in their circumstances, and our commitment to placing our mission of helping people achieve their goals and objectives before the commission earned by our Advisers while attempting to teach stewardship and demonstrating Kingdom Values. Advisory services are provided through Creative Financial Designs, Inc., Registered Investment Adviser, and securities are offered through cfd Investments, Inc., a registered Broker/Dealer. Member FINRA & SIPC 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600
Independence Bank is a Owensboro, KY-based company in the Financial Services sector.
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First Minnetonka City Bank is a locally owned, independent community bank that offers the same wealth of products and services as larger banks, yet provides the high-quality customer service that other banks forget. Since our inception in 1964, we have