| Name | Title | Contact Details |
|---|---|---|
Cory Vidal |
Senior Vice President, Corporate Compliance | Profile |
Joy Phillips |
General Counsel and Corporate Secretary | Profile |
Joy Phillips |
General Counsel and Corporate Secretary | Profile |
Kurt Duncan |
Vice President, Corporate Counsel | Profile |
Juanita Kuhner |
Vice President Corporate Counsel - Litigation Management | Profile |
Real trust...means that we have a track record of helping generations achieve their dreams. National Bank of Middlebury was founded in 1831 and, for almost two centuries, we have served the people who live and work in west central Vermont. We remain committed to serving our customers—both individuals and businesses—with options to suit all needs. We pride ourselves on knowing our customers by name. Bank Real. Live Real.
First National Bank of Walker is a Walker, MN-based company in the Financial Services sector.
Corient is a fiduciary, fee-only wealth management firm that operates as a private partnership. Formerly known as CI Private Wealth, the company rebranded to Corient in August 2023, emphasizing its client-oriented approach. Corient is dedicated to helping clients achieve their financial goals, simplify their lives, and create lasting legacies. The firm offers a range of comprehensive wealth management services, including investment and financial planning, tax strategies, and trust services. Corient tailors its offerings to various client groups, such as individuals and families, athletes and entertainers, business owners, corporate executives, and healthcare professionals. The firm also provides specialized guidance for divorcing individuals, entrepreneurs, and foundations, ensuring that each clients unique financial needs are met effectively.
iJoins highly personalized goal-based retirement plan experience helps people immediately understand their retirement funding needs and encourages simple actions to get on track. The platform presents an easy to deploy Advisor Managed Account program, natively integrated financial education and wellness tools, a powerful participant email communications engine, and a data analytics dashboard to engage employers and demonstrate value. Were committed to personalizing retirement success™ and making it easy for millions of savers to get on a path to better retirement outcomes.
Benjamin Franklin Savings Bank Company is a Franklin, MA-based company in the Financial Services sector.