| Name | Title | Contact Details |
|---|---|---|
Sdean Lesiak |
SVP and Division Manger, Compliance | Profile |
Sara Coes |
Vice President and Senior Legal Counsel | Profile |
Glenn Ching |
Chief Legal Officer | Profile |
Shore Community Bank is a Toms River, NJ-based company in the Financial Services sector.
RAIT Financial Trust is a Philadelphia, PA-based company in the Financial Services sector.
Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.
Campbell & Fetter Bank is a Kendallville, IN-based company in the Financial Services sector.
Farmers Savings Bank is a Vinton, IA-based company in the Financial Services sector.