| Name | Title | Contact Details |
|---|---|---|
Doreen Ghusar |
Vice President of Compliance | Profile |
Lori Lasher |
EVP, General Counsel, Chief Legal Officer and Chief Compliance Office | Profile |
Lauren Crilley |
VP, Divisional General Counsel - Personal and Business Lending | Profile |
Billtrust is the premier provider of Payment Cycle Management solutions, helping businesses accelerate invoice-to-cash. By integrating the three key areas of the payment cycle: invoice presentment, invoice payment, and cash application, Billtrust is committed to delivering a flexible solution to improve buyer satisfaction and DSO. In 2014, the Billtrust invoice-to-cash solution processed over $250 billion in receivables for leading companies including Kraft Foods, Under Armour, Estes Express and CDW.
Founded in 1962 and a public company since 1983, Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm`s stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 7,100 financial advisors serving in excess of 2.9 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are approximately $617 billion. Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
Our employees make a difference by providing a secure retirement for 311,000 working and retired Ontario teachers. We have established a collaborative environment and seek the free exchange of ideas across the organization in our search for new approaches and solutions to better serve our members. Our highly-skilled employees are the reason for our success and talent development is one of the most important tenets of our strategy. At Teachers`, we look for people who are willing to truly embrace the three cornerstones of our culture: innovation, agility and partnership. We provide our employees with the tools, resources and learning opportunities they need to be the best at what they do – so together we can support our mandate to deliver outstanding service and retirement security to the working and retired teachers of Ontario – today and tomorrow. Teachers`, Canada`s largest single-professional pension plan, is headquartered in Toronto with offices in London and Hong Kong. With $154.5 billion in net assets as of December 31, 2014, we are responsible for providing immediate, personalized services to our members along with investing across a variety of asset classes in virtually every corner of the world.
Promontory is a leading strategy, risk management, and regulatory-compliance consulting firm focusing on the financial services industry.
Millennium Trust Company provides innovative custody solutions for IRA rollovers, alternative assets, and funds. With $20.8 billion in assets under custody and more than 520,000 accounts under administration (as of 12/31/2016), Millennium Trust Company is a leader in providing custody services for both alternative and traditional assets. Millennium Trust performs the duties of a directed custodian. As such, it does not provide due diligence for third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, tax or legal advice.