| Name | Title | Contact Details |
|---|---|---|
Elizabeth Lee |
Deputy General Counsel and FVP | Profile |
Lisa Ruiz |
Chief Compliance Officer | Profile |
Daniel Bruk |
SVP - Chief Compliance Officer of Nordea Markets LLC | Profile |
Carla Colone |
Chief Compliance Officer, Swap Dealer | Profile |
Helene Jepson |
Chief Compliance Officer and Head of Group Compliance | Profile |
Menke & Associates is a San Francisco, CA-based company in the Financial Services sector.
Concorde General Agency is a Fargo, ND-based company in the Financial Services sector.
Canoe Intelligence is a first-of-its-kind technology that allows allocators to unlock their data. Canoe reimagines operational workflows and enables clients to transform their processes in order to eliminate manual data entry. By combining industry expertise with the most sophisticated data capture technologies, Canoe automates the digitization of PDF reporting documents into actionable data and intelligence for institutional investors, allocators, and asset servicing firms. With Canoe, clients refocus capital and human resources on business performance and growth. Canoe`s AI-driven platform was developed in 2013 for Portage Partners LLC, a private investment firm, and is relied upon by hundreds of institutional investors, service providers, family offices, and allocators.
Our heritage, since founding a civil law notary practice in the 1940s to establishing the Curacao International Trust Company in the 1960s, is built on challenging paradigms and delivering exceptional service within the financial and professional services industry. Today, with more than 6,000 employees in 45 countries, we continue to pioneer award-winning services and technology solutions that meet ever changing markets.
Planned Solutions Inc is a Sacramento, CA-based company in the Financial Services sector.