| Name | Title | Contact Details |
|---|---|---|
Vin Thomas |
Chief Legal Officer | Profile |
Rebecca Fox |
General Counsel | Profile |
Rebecca Fox |
Chief Legal Officer, General Counsel and Chief Privacy Officer | Profile |
Sejal Patel |
Vice President of Compliance | Profile |
Michael Rejbeni |
Vice President of Payments Strategy - Compliance Officer- Prepaid Products at CURO Financial | Profile |
Oxford Financial Group is a Carmel, IN-based company in the Financial Services sector.
Blue Wolf Capital Management is a New York, NY-based company in the Financial Services sector.
Earthmover Credit Union is a Oswego, IL-based company in the Financial Services sector.
Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Great Lakes Members Credit Union is a Dearborn, MI-based company in the Financial Services sector.