| Name | Title | Contact Details |
|---|---|---|
Kevin Smith |
Chief Legal Officer | Profile |
Susan Woodard |
Chief Compliance Officer and Chief Executive Officer of Equitybee Securities | Profile |
City National Bank offers a full complement of banking, trust and investment services through 75 offices, including 16 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville and Atlanta. Its 3,600 colleagues deliver highly personal service and complete financial solutions to entrepreneurs, professionals, their businesses and their families.
Wetzel-valley Agencies Inc is a New Martinsville, WV-based company in the Financial Services sector.
University Pension Plan (UPP) is a new jointly sponsored pension plan (JSPP) and the first of its kind in Ontario`s university sector. We`re proud to join other globally-recognized Ontario JSPPs in building a secure future for our members while helping to strengthen the future of our defined benefit pension plan for generations of university employees to come. We are here to protect the stability of our members` pensions, provide excellence in member service, invest responsibly, and – importantly – as a JSPP, give our members a voice in their plan. That`s our pension promise.
In 1937, the aerospace industry was looking to protect its workers from skyrocketing interest rates. So eight North American Aviation employees pooled $900 to start a credit union called North American Aviation Employees Federal Credit Union. There were no paid employees, limited loan and deposit accounts, and little capital. Nonetheless, the idea took root and membership grew by about 200 people a month and assets grew from $5,000 in 1937 to over $20,000 by 1940. North American Aviation employees were able to join the credit union with 25 cents and a $5 savings deposit. In 1942, the credit union hired its first full-time employee for $200 a month. Daily deposit boxes were set up at each of North American Aviation’s plants. Members deposited their money in the box in the morning, and picked up their change and receipts in the evening. The credit union opened branches in Inglewood, Long Beach, Altadena, Canoga Park and Downey. As a result of the merger of Rockwell-Standard and North American Aviation, the credit union changed its name to NR Employees Federal Credit Union and then to Rockwell Federal Credit Union in response to additional mergers in the aerospace industry. A credit card program was launched in 1978, and the credit union was the first in the country to offer its own Visa cards picturing Rockwell’s space shuttle and the B-17 bomber. Visa liked the idea and featured the credit union in its publications. In 2000, the Credit Union changed its name to Financial Partners Credit Union, and is now one of the largest credit unions in Southern California with over $1 billion in assets and more than 75,000 members. Headquartered in Downey, the Credit Union has full-service branches in Brea, Downey (2 branches), Huntington Beach, Orange (2 branches), San Diego (2 branches) and Woodland Hills. Anyone who lives, works, goes to school, or worships in Orange County and most of Los Angeles County are eligible to open an account at Financial Partners, as are those in San Diego County employed in the healthcare industry or who are active or retired members of the Uniformed Services.
Liquid Financial USA is bringing Liquid`s (www.liquid.com) institutional-grade, fully-regulated digital asset trading platform and global liquidity to the United States. We plan to offer all regulated crypto-related products and services to U.S. clients, while continuously positioning Liquid Financial USA for future regulatory changes. Our goal is to be the most trusted digital asset marketplace for U.S. institutions and individual traders. Liquid Financial USA is an entity formed in partnership between Liquid Group Inc. (Liquid) and Virtual Currency Partners (VCP). Liquid is one of the largest global digital asset exchanges by volume in the world and is the first exchange to be officially licensed and fully regulated by the Japan Financial Services Agency (JFSA). VCP is a U.S.-based Venture Capital firm focusing in the Fintech, blockchain, and cryptocurrency space. Notably, VCP is led by Chairman Barry Schiffman, who has over 30 years` experience investing in high-growth companies in his role as Executive Managing Director in JAFCO Ventures, the U.S. arm of leading Japan venture capital fund JAFCO, followed by Globespan Capital Partners.