| Name | Title | Contact Details |
|---|---|---|
David Burch |
General Counsel | Profile |
Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, & care cost planning.
Central Missouri Credit Union is a Warrensburg, MO-based company in the Financial Services sector.
Strategic Financial Solutions, a proudly employee-owned company, is a leading financial services company that provides comprehensive debt relief solutions for people in difficult financial situations. Through its personalized, tailored approach that includes debt consolidation loans and debt resolution programs, Strategic Financial Solutions has successfully resolved more than a billion dollars in consumer debt for over 100,000 clients across the country. We have worked diligently for the past 11 years to build a world-class organization worthy of the recognition and respect of leading bench-marking organizations and some of the most highly respected media outlets. For the last three years Strategic Financial Solutions has been ranked as one of the Best Companies to Work for in New York State. Prior to that, in 2015 and 2016, Strategic Financial Solutions was named by Crain`s New York Business to its Fast 50 Companies list. The company has also been recognized by the INC. 500 company as one of the fastest growing private companies in the United States.
Theis is a Buffalo, MN-based company in the Financial Services sector.
MariSol Federal Credit Union is a Phoenix, AZ-based company in the Financial Services sector.