| Name | Title | Contact Details |
|---|---|---|
Jared Souter |
EVP & Chief Operating Officer (COO) | Profile |
Kevin Bosetti |
VP / UDAAP Compliance Officer | Profile |
Angela Oganezova |
VP/Compliance Officer | Profile |
American Bank Holdings is a Silver Spring, MD-based company in the Financial Services sector.
RomAsia Bank is a Monmouth Junction, NJ-based company in the Financial Services sector.
Succession Resource Group is a boutique succession consulting firm based in the Pacific Northwest, serving clients across the country. SRG was founded by David Grau Jr, MBA in 2012 after nearly a decade of helping advisors with valuation and succession planning. SRGs team of experts leverage their industry expertise, combined with best in class resources, to help advisors, agents and accountants manage the equity in their businesses. With decades of experience on the team, Succession Resource Group has helped thousands of advisors, accountants, agents/agencies value their business, setup and/or formalize their equity structure, and plan for their eventual retirement.
Castle Rock Bank is a Castle Rock, CO-based company in the Financial Services sector.
WT Direct is a Wilmington, DE-based company in the Financial Services sector.