| Name | Title | Contact Details |
|---|---|---|
Roberta Rodgers |
VP General Counsel | Profile |
United Mizrahi Bank is a Los Angeles, CA-based company in the Financial Services sector.
Founded in 1905, Mechanics Bank provides personal banking, business banking, trust and estate services, brokerage and wealth management services through thirty-three offices across Northern California. We demonstrate our values to the thousands of hardworking individuals and businesses who have chosen Mechanics Bank by providing personalized service with access to real people; by employing knowledgeable, tenured bankers who know your name and commit their personal best to you; and by investing in and giving back to our local communities.
BDT & MSD Partners is a merchant bank established in 2023 from the merger of BDT & Company and MSD Partners. The firm focuses on providing strategic advisory services and long-term capital solutions tailored for business owners, family offices, and strategic investors. Their core services include strategic advisory for mergers and acquisitions, capital structure optimization, and trust and estate planning. They also offer investment management through affiliated advisers, focusing on risk-adjusted returns. Additionally, BDT & MSD Partners supports family offices with legacy management and multi-generational wealth planning. Led by Byron Trott and Gregg Lemkau, the firm has a strong leadership team that includes key personnel in compliance, technology, and operations. They manage multiple funds and have made notable investments, such as acquiring a stake in IMA Group to foster growth. The firm is dedicated to aligning with long-term investors and leverages a global network of business owners and investors for shared insights.
PCS Retirement is one of the nations largest independent and conflict-free retirement solution providers. PCS acquired Aspire in 2019 and together they provide recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS comprehensive retirement solutions platform includes business development tools for financial advisors and a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, IRA including Payroll Deduction, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts, and health savings accounts. https://www.pcsretirement.com/
BNP Paribas is one of the best rated banks in the world. The Group has a presence in more than 75 countries and more than 189,000 employees, including more than 140,000 in Europe. It ranks highly in its three core activities: Domestic Markets, Corporate & Institutional Banking and International Financial Service. In Europe, the Group has four domestic markets (Belgium, France, Italy and Luxembourg) and BNP Paribas Personal Finance is the leader in consumer lending. BNP Paribas is rolling out its integrated retail banking model across the Europe-Mediterranean zone and boasts a large network in the western part of the United States. In its Corporate & Institutional Banking and International Financial Services, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas and solid and fast-growing businesses in Asia.