| Name | Title | Contact Details |
|---|---|---|
Leena Howard |
Chief Compliance Officer Broker | Profile |
Stacey Djou |
Senior Vice President, Chief Compliance | Profile |
Steven Johnson |
Vice President, Corporate Counsel | Profile |
Shari Daluson |
Vice President and Trust Services Group Compliance Officer | Profile |
Nichole Shimamoto |
SVP and Chief Compliance Officer | Profile |
Flint Creek Valley Bank is a Philipsburg, MT-based company in the Financial Services sector.
The Commercial and Savings Bank is a Millersburg, OH-based company in the Financial Services sector.
First Security State Bank is a Evansdale, IA-based company in the Financial Services sector.
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
Cross County Bank was established in 1891 by 31 individuals in Wynne to meet the financial needs of the community. Cross County Bank, which has the second oldest bank charter among state-chartered banks in Arkansas, has operated continuously since 1891 and remains locally owned and managed. The bank plans to be known as Cross Bank in all 10 offices beginning November 21, 2022. Cross Bank will use a new logomark, incorporating the familiar blue of Cross County Bank and a symbol that helps tell the story.