CLOs on the Move


 
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Executives

Name Title Contact Details
Annie Robertson
Chief Legal Officer Profile

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TD

TD Bank Group is a prominent North American financial services institution, operating as Toronto-Dominion Bank in Canada and TD Bank, N.A. in the U.S. Headquartered in Toronto, Canada, it serves over 27 million customers through a wide range of retail, commercial, and investment banking services. Founded in 1855, TD has become one of Canadas "Big Five" banks and ranks among the top-10 global banks by market capitalization, with assets exceeding C$1.9 trillion. The bank offers various services, including personal and business banking, wealth management, and capital markets. Retail banking services encompass checking and savings accounts, mortgages, and credit cards, while commercial banking includes business loans and cash management. TD also provides investment advisory and insurance products through its wealth management division. With a strong digital presence, TD offers mobile banking and AI-driven financial tools. Its U.S. operations feature over 1,100 branches, emphasizing convenience and tailored solutions for retail customers, small businesses, and institutional clients.

Accurate Legal Billing

ALB is a leading and innovative cloud and web-based platform built by industry experts and lawyers for assisting law firms across the world. ALB is an all-inclusive platform with an easy-to-use dashboard that helps the law firms timekeepers to easily capture details of their daily activities using our mobile or web app. ALB also helps the law firms billing clerk or department to easily prepare and submit accurate invoices to their clients. What makes ALB stand out from any other legal billing software is ALBs skill in being intuitive and to make corrections on line items based on a firms client SLA such that the law firms suffer zero to minimal losses on their invoice amount. Owing to ALBs latest technology, law firms can now prepare and submit invoices to clients that are 100% compliant with their clients SLA. This then results in the firms invoices being processed much faster by a legal bill review vendor or the clients in-house team. Hence the payments are processed much quicker ensuring better cashflow for the firms. Long gone are the days when legal bill vendors cause reductions to the law firms bills.

Qualitas Consulting Group

Qualitas is a full-service consulting firm dedicated to quality results for our clients. We provide expert advice and technical support for business processes and tools, especially Contract Lifecycle Management (CLM) and Enterprise Legal Management (ELM) solutions. We are passionate about helping our clients achieve long‑lasting success, and we are proud to be a woman-owned business.

Velocity

Were redefining the essence of classic ownership—vehicles not just restored, but entirely reborn. Our name ‘Velocity mirrors the swift pace at which were transforming the industry, setting a new benchmark for todays modern classic enthusiast.