| Name | Title | Contact Details |
|---|---|---|
Carlos Martinez |
SVP, Director of Enterprise Risk Management | Profile |
Jay Kim |
Executive Vice President and General Counsel | Profile |
Angela Kelley |
Senior Vice President, Deputy General Counsel and Corporate Secretary | Profile |
Engineered Advisory is the umbrella company for Engineered Tax Services, The Growth Partnership, INSIDE Public Accounting and ABLE: CRM for Accountants. Engineered Advisory provides strategies to help professional artists and athletes keep more of their money, and provide high net worth individuals or business owners with tax-intelligent techniques and financial strategies to preserve their wealth. The Engineered Advisory Accelerator is a membership based cohort, created for accounting firms that want to offer a full range of advisory services outside their personal expertise to their clients. Their clients get access to leading, strictly vetted professionals across a wide range of the advisory spectrum. Listen to The Advisory Accelerator Podcast anywhere you get podcasts or at: https://podcast.engineeredadvisory.com/ New episodes monthly!
Southeast Toyota Finance (SET Finance) is an operating division of World Omni Financial Corp., which was established in 1981 as the first import automotive captive finance company in the United States. SET Finance offers financing to 177 Toyota dealers and consumers in Alabama, Florida, Georgia, North Carolina and South Carolina. Southeast Toyota Finance is headquartered in Deerfield Beach, Fla., with additional locations in Earth City, MO., and Mobile, AL. We are the leading provider of retail and lease financing for new Toyota purchases within its operating footprint, consistently ranking at the top of its class in market share and dealership satisfaction. SET Finance owes its success to its innovative finance programs (including retail and lease programs), loyalty programs, college graduate and military rebate programs, and its commitment to strong dealer relationships and customer service. SETFs portfolio of dealership loans includes inventory financing, as well as working capital, real estate and construction loans. We are a subsidiary of JM Family Enterprises, Inc., a diversified automotive company ranked No. 26 by FORTUNE® as one of the 100 Best Companies to Work For®. JM Family treats its associates like family, going above and beyond to build mutually rewarding relationships. Together, we all achieve success. NMLS #1073 (https://www.nmlsconsumeraccess.org/)
The site where we are located was a grass field in 2005. Learn from the team that created a bank from scratch, developed the real estate, reinvented the retail delivery model and built the culture you`ve always dreamed of. Learn from the decision makers. Success is the peace of mind that comes from knowing you did the best you are capable of doing, to become the best you are capable of becoming. Our team opened Freedom Bank in 2006. In that short time, we have created a vision, culture and mindset seldom seen in the banking industry -- the organization is a meritocracy built upon the solid foundation of effective communications and well-defined ideals. As a partner to privately-held businesses throughout the Kansas City area, we go deep to provide a truly objective well-informed resource for our clients. As a personal bank, we have set a new standard for customer service in a unique, private, high-service environment. Career-focused individuals are rewarded with rapid advancement opportunities based upon their achievements, and after an initial period, every employee participates in a merit-based incentive system. We anticipate hiring 20-40 people over the next 5-7 years. Our organizational chart is dynamic, not a beaten path for beaten people. We respect your privacy in the zealous way we respect our customer`s privacy. Your information will not be shared outside of our Executive Management team.
Community banking is in our very nature. Carolina Alliance Bank started as a community bank – and we`re proud to say we always will be. No matter where you find us, whether in Upstate South Carolina or Western North Carolina, you can expect decisions to be made locally, for the local benefit. Bankers you will run into in church, civic organizations, street festivals and grocery store checkout lines. Good friends and neighbors. Professionals with the savvy, clout and capital to meet your banking needs, along with the time and interest to really get to know you. We invite you to explore our website to learn more about our locations in North Carolina and South Carolina, and the services we can offer you!
Aviom India Housing Finance Private Limited is a housing finance company founded in 2016 and based in New Delhi, India. It focuses on providing financial solutions to underserved low-income households in rural and semi-urban areas, particularly in tier-2 and tier-3 towns across Rajasthan, Haryana, and Madhya Pradesh. The company aims to empower women through financial inclusion, helping them become legal homeowners and agents of economic change. Aviom offers loans ranging from ₹50,000 to ₹5 lakh for home improvement, renovation, extension, and sanitation facilities. It primarily serves self-employed and salaried individuals without formal income documentation, with a strong emphasis on women borrowers. The company features a simplified application process, fast electronic disbursement, and no hidden charges. Additionally, the Aviom Shakti Program engages over 8,000 women agents who help source loans and earn incentives, promoting financial independence and strengthening the companys rural distribution network.