CLOs on the Move

Promontory

www.promontory.com

 
Promontory is a leading strategy, risk management, and regulatory-compliance consulting firm focusing on the financial services industry.
  • Number of Employees: 1K-5K
  • Annual Revenue: $250-500 Million
  • www.promontory.com
  • 801 17th Street, NW Suite 1100
    Washington, DC USA 20006
  • Phone: 202.384.1200

Executives

Name Title Contact Details
Andrew Ting
Deputy General Counsel Profile
Jonathan Gould
Deputy General Counsel Profile

Similar Companies

Raymond James

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.

Fiduciary Benchmarks

Fiduciary Benchmarks was founded in October 2007. We knew the industry needed an independent, comprehensive and informative benchmarking service that would help Service Providers and the Plan Sponsors they serve fulfill their duties under ERISA regardless of plan size. We do this while making sure that the Service Providers, the Plan Sponsor and the plan participants all benefit from a determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan should all logically be evaluated against the fees that are being paid.

Isabella Bank

Isabella Bank Corporation is a financial services holding company offering a wide array of financial products and services in mid-Michigan. Its banking subsidiary, Isabella Bank, offers banking services through 27 locations, 24-hour banking services locally and nationally through shared automatic teller machines, 24- hour online banking, and direct deposits to businesses, institutions, and individuals. Lending services offered include commercial real estate loans and lines of credit, agricultural loans, residential real estate loans, consumer loans, student loans, and credit cards. Deposit services include interest and noninterest bearing checking accounts, savings accounts, money market accounts, and certificates of deposit. Other related financial products include trust services, safe deposit box rentals, and credit life insurance. Active competition, principally from other commercial banks, savings banks and credit unions, exists in all of the Bank’s principal markets. The Corporation’s results of operations can be significantly affected by changes in interest rates or changes in the local economic environment.

J.G. Wentworth

For more than 25 years, JG Wentworth has been focused on helping individuals overcome financial hardships in various ways. JG Wentworth works closely with clients to help them on their journey to reach financial freedom. We offer lump-sum payments to individuals in exchange for their future payment streams, which include payments from structured settlements, annuities, lottery prizes, and casino winnings. JG Wentworth also provides a Debt Relief Program, which allows us to negotiate with creditors on our client`s behalf to help pay off or reduce their unsecured debts. We recognize that our employees really are the key to our success. With that always in the forefront of our mind, we strive to provide our team members with career growth opportunities and an exciting workplace environment.

Ontario Teachers` Pension Plan

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.