| Name | Title | Contact Details |
|---|---|---|
Jonathan Gitlin |
Senior Vice President and General Counsel | Profile |
Shujah Awan |
Vice President and Deputy General Counsel | Profile |
Grove Point Financial was incorporated in 1984 and operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to more than 500 registered representatives across the U.S. Grove Point Financial is guided by a mission of delivering service excellence based on relationships, where all financial professionals thrive in an intimate and accessible culture that values partnership above all else. Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC, Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Grove Point Financial, LLC is a wholly owned subsidiary of Kestra Holdings.
Founded in 1972, ICMA-RC helps those who serve their communities build toward a secure and confident financial future. ICMA-RC is a mission-based, nonstock, nonprofit, financial services company with approximately $70 billion in assets under management and administration (as of March 31, 2021). The company focuses on delivering results-oriented retirement plans, education, investments, and advice for over 1.5 million public participant accounts. For more information, visit www.icmarc.org, download ICMA-RC’s mobile app from the App Store® and Google Play TM, or follow ICMA-RC on Facebook, LinkedIn, and Twitter. For more information, visit www.icmarc.org, download ICMA-RC`s mobile app from the App Store® and Google PlayTM or follow ICMA-RC on Facebook, LinkedIn, and Twitter. The company has announced that it will change its name to MissionSquare Retirement, effective in June 2021.
Standard Pacific Capital is one of the leading companies in Financial Services industry. Standard Pacific Capital is based in San Francisco, CA. You can find more information on Standard Pacific Capital at www.standardpacific.com
Hank is a financial technology company. The Hank software platform (the Hank Platform) acts as a consumer`s personal, financial concierge using a powerful technology to automate the complexities of personal cash flow management. Through its FDIC (Federal Deposit Insurance Corporation) insured bank partners in the United States, Hank helps consumers in every state find funds in their existing cash flow and speed up the retirement of liabilities. The Hank Platform debits consumers when they have cash, stores the cash with partner banks, then automatically instructs partner banks to pay bills and loans as they come due, and often sooner than required. Approximately half of Hank`s customers are financially sound and use the Hank Platform for convenience, while the other half improve their payment performance through the use of the Hank Platform. One hundred percent of Hank`s customers are in the USA and pay setup and ongoing monthly processing fees while remaining on the Hank Platform for an average of three years. Hank continues to innovate and anticipates launching more expansive features to its expected growing customer base that will provide greater visibility into their cash flow, credit performance, and viability to borrow or refinance at lower rates, including introducing Hank customers to interested lenders.
Citizens Bank & Trust customers enjoy a wide array of excellent banking products and services. Whether it`s checking, savings, card services, loans or other services, we add the personal touch to ensure your needs are met with a smile.