| Name | Title | Contact Details |
|---|---|---|
Roberta Rodgers |
VP General Counsel | Profile |
As a privately owned Bank, our business with you is personal. We focus on building long term relationships with Clients who are making decisions that work for the current fiscal year and the next generation. Our mission is to provide our Clients with exceptional service coupled with competitive products without bureaucracy.
John Marshall Bank is a Reston, VA-based company in the Financial Services sector.
Root Financial is a fiduciary, fee-only financial advisory firm based in San Diego, CA, specializing in comprehensive retirement planning and wealth management. The firm serves clients nationwide through remote advisory services, focusing on personalized strategies that align finances with clients life goals. Their unique approach, known as the Sequoia System, emphasizes understanding clients core motivations to create tailored financial plans. The firm offers a range of services, including retirement planning, investment management, tax planning, estate planning, insurance reviews, and cash flow planning. Root Financial employs a team of certified professionals, including CFP® practitioners and CPAs, and manages nearly $1 billion in assets. Their client-centric philosophy prioritizes transparency and long-term financial well-being, ensuring clients receive comprehensive support across various financial needs.
Moder was founded in December 2020, with the mission to positively impact the financial health of companies in need by powering their in-house processes using top talent, workflow best practices, and progressive technology. We are a tech forward outsourcing company specializing in supporting the US mortgage, insurance, and banking industries. Moder offers end-to-end or component-based outsourcing. We can do everything from managing one-off projects to becoming an extension of your customer service or operations team. Our team is built by outsourcing industry experts whove been on the client and provider sides. They bring decades of experience in financial services and expect the highest caliber of service and delivery from our team. Were an American-owned company based in the US with offices in India, and the Philippines.
Discover Bank is a New Castle, DE-based company in the Financial Services sector.