| Name | Title | Contact Details |
|---|---|---|
Priya Sharma |
Director of Compliance | Profile |
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Tulsa Adjustment bureau is a Tulsa, OK-based company in the Financial Services sector.
Preston Hollow Capital ("PHC") is a Dallas-based merchant bank focused on municipal specialty finance, commercial finance and asset management. Preston Hollow Capital was formed in 2014 by a senior team from ORIX USA comprised of executive management, sourcing, credit and business operations professionals. With approximately $363 million of equity capital and a team that has succeeded across cycles in multiple commercial credit verticals, PHC differentiates itself with its ability to deliver capital with speed, certainty and flexibility.
First National Bank of Wynne is one of the leading companies in Financial Services industry. First National Bank of Wynne is based in Wynne, AR. You can find more information on First National Bank of Wynne at www.fnbwynne.com
timetoinvest.ca is a North York, ON-based company in the Financial Services sector.