| Name | Title | Contact Details |
|---|---|---|
Daisy Cohn |
AVP, Compliance Director, Wealth Compliance, Operational, Digital, and Process Compliance. | Profile |
Glenn Foster |
Senior Vice President Technology and Data Risk Management | Profile |
Thomas Dowd |
VP, U.S. Operational Risk Management — Internal Loss Event Data (ILED) Program Sr. Mgr. | Profile |
Daniel Levy |
Director and Managing Counsel, Head of U.S. | Profile |
Frank DiCarlo |
Senior Counsel and Vice President, U.S. | Profile |
Lakewood Bank is a Nisswa, MN-based company in the Financial Services sector.
Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC , a privately-held, full-service registered investment adviser (RIA) and independent broker-dealer firm headquartered in Towson, Maryland. We are committed to positively impacting the lives and professions of those they serve, while always building a community of spirit and purpose. As an interdependent RIA and broker-dealer, were focused on developing a genuine, personal relationships rooted in partnership that celebrate the symbiotic relationship between advisor and RIA/broker-dealer. Our community of passionate independent financial advisors is supported with a comprehensive suite of solutions and services, including TRU Enterprise OS™, FCMS® Investment Management, and the Strategic Enterprise Program™. Together, these offerings empower advisors to operate a modern wealth management practice at scale (technology, second-party investment management™, marketing, administrative support, compliance) and grow their enterprise and leadership capabilities through an experiential journey built on the principals of servant leadership. For more information, please visit www.foundersfinancial.com. Founders Financial, Inc. Is the parent company of Founders Financial Securities, LLC. Member FINRA / SIPC and Registered Investment Advisor.
Warren County Bancshares Inc is a Warrenton, MO-based company in the Financial Services sector.
Citizens National Bank of McConnelsville is a Mcconnelsville, OH-based company in the Financial Services sector.
Wood Trust Asset Management is a Wisconsin Rapids, WI-based company in the Financial Services sector.