| Name | Title | Contact Details | 
|---|---|---|
| Margaret Rosenfeld | Chief Strategy and Legal Officer | Profile | 
Rinvelt David Wealth Mgmt is a Grand Rapids, MI-based company in the Financial Services sector.
Tracing and Trailing transaction data is what we are all about. From finding the needle in the haystack to address important compliance challenges to fixing the friction in the transaction flows. Think compliance and archiving. Think transparency. Think Value@Risk. Think operational efficiency. Think real-time monitoring and alerting. And so much more.
Lakes Community Credit Union is a Lake Orion, MI-based company in the Financial Services sector.
Stephen A Kohn Assoc is a Denver, CO-based company in the Financial Services sector.
Callan Associates Inc. provides investment consulting services in the United States. It offers research, education, decision support, and advice to institutional investors. The company also provides fund sponsor consulting and asset management services. It serves fund sponsors, financial intermediaries, and investment managers. Callan Associates Inc. was founded in 1973 and is headquartered in San Francisco, California. It has regional offices in Denver, Colorado; Atlanta, Georgia; Chicago, Illinois; and Summit, New Jersey.