| Name | Title | Contact Details |
|---|---|---|
Emily Belshe |
General Counsel | Profile |
Bill Mejia |
Associate General Counsel and Project Loan Closing Officer | Profile |
Jeffrey Spector |
General Counsel | Profile |
David Brady |
Assistant General Counsel | Profile |
Born from the collaborative efforts of financial services industry insiders and innovative technology partners, 4U offers a breakthrough solution for modernizing and optimizing the important cross-industry partnership between investment companies (ICs) and wealth management firms (WMFs). Through it`s two key platform components, 4U provides a secure, user-friendly, digital workspace that connects multiple partners to streamline collaborative workflow and drive business growth by getting approved - and compliant - resources into the hands of those who need it - when and how they want it. Whether you`re an IC with great content, tools and resources -- or a WMF eager to put them to use -- 4U`s multimedia collaboration, management and measurement technology will transform your most important partner relationships.
Bank of the Rockies is one of the leading providers in Financial Services. It is based in Kearney, NE. To find more information about Bank of the Rockies, please visit www.bankoftherockies.com
Financial Insights is a Framingham, MA-based company in the Financial Services sector.
Sterling Financial Group Inc is a Newton Center, MA-based company in the Financial Services sector.
Pan Tom OD is a San Jose, CA-based company in the Financial Services sector.