| Name | Title | Contact Details |
|---|---|---|
Kelly Singh |
General Counsel | Profile |
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
The best run organizations make well-informed decisions with input from finance, operations, compliance, risk, technology, trading and marketing. Oyster offers services in these areas from our consulting, outsourcing and software platforms. Our experienced industry practitioners add more value than career consultants and help us approach each client with practical solutions to their challenges. Whether you are starting a firm, have a regulatory concern, or want to outsource certain tasks, Oyster would like to earn your business.
Pekin Insurance Group is one of the leading providers in Financial Services. It is based in Chatsworth, CA. To find more information about Pekin Insurance Group, please visit www.pekininsurance.com
Metrum Community Credit Union is a Englewood, CO-based company in the Financial Services sector.
Silvergate Capital Corporation ('Silvergate) is the parent company of Silvergate Bank, a California chartered commercial bank.