CLOs on the Move

Pacific Financial Assoc Inc

www.glenndsmith.com

 
Pacific Financial Assoc Inc is a Los Gatos, CA-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

Exchange Bank

One of the most unique banks in the United States The last will and testament of Exchange Bank’s co–founder and second president, Frank Doyle, stands tall above his many accomplishments. Doyle wanted the Bank to be a locally owned and managed institution. So rather than giving his stock to his heirs, his controlling interest (50.39% of the common stock) was put into a perpetual trust. The dividends are specified for distribution by the Trustees to the Frank P. Doyle and Polly O’Meara Doyle Scholarship Fund for assistance to “worthy young men and women attending Santa Rosa Junior College.” The Doyle Trust has proven to be one of the most remarkable planned gifts in the history of American community college education. More than $79 million to over 120,000 students since 1948. Throughout the years we have won awards and accolades in Sonoma County by being voted the Best Local Bank, Best Business Bank, One of the Best Places to Work, Best Company to Do Business With, and Business Environmental Alliance Best Practices Award. We believe our core values make these honors possible: Commitment, Respect, Integrity and Teamwork. Since its founding in 1890, Exchange Bank has had only seven presidents. Father and son Manville Doyle and Frank Doyle co–founded the bank and Frank Doyle served as President until 1948. On March 21st 2014, Gary Hartwick became CEO and President and Bill Schrader, Chairman of the Board.

City Securities Corp

City Securities Corp is one of the leading providers in Financial Services. It is based in Anaheim, CA. To find more information about City Securities Corp, please visit www.citysecurities.com

Exequity

Exequity is a Oak Brook, IL-based company in the Financial Services sector.

Heartland Credit Union Limited

Heartland Credit Union Limited is a Winkler, MB-based company in the Financial Services sector.

Affinity Plus

Affinity Plus Federal Credit Union is a not-for-profit, financial cooperative that puts people first above profits. Members of Affinity Plus receive maximum value through competitive rates, minimal fees, and unique, member-centric products and programs. Affinity Plus has 27 branches located throughout the state. With over $1.7 billion in assets with $3.5 billion in assets under management, Affinity Plus is based in St. Paul and is owned by more than 180,000 members.