CLOs on the Move

United Services Automobile Association

www.usaa.com

 
In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other`s vehicles, they could not have imagined that their tiny organization would one day serve millions of members and become one of the only fully integrated financial services organizations in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.
  • Number of Employees: 5K-10K
  • Annual Revenue: > $1 Billion
  • www.usaa.com
  • 9800 Fredericksburg Road
    San Antonio, TX USA 78288
  • Phone: 210.531.8722

Executives

Name Title Contact Details
Gayatri Venkatraman
Executive Director - Deputy Chief of Staff, CFO Profile
Julie Signorille-Browne
Chief Operating Officer Profile
Brianne Appnel
Associate General Counsel, Bank Counsel Profile
Nancy Satterfield
Director, Litigation Operations Profile
Joseph Gates
Senior Vice President and Chief Risk Officer, P and C company Profile

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True North Advisors

With wealth comes responsibility. As a respected, independent wealth management firm, True North Advisors is founded upon the principle of stewardship – the careful and responsible management of clients` financial assets to reach their goals now and in the future. Clients can rest confidently that their advisor is looking out for their interests because he or she has taken the time to really get to know the client and their life goals. Clients can enjoy peace of mind knowing their custom fit financial plan is in place and is being carefully implemented. With that plan, clients can exercise financial discipline to handle emotions that could lead to costly mistakes. Clients have a clear guide to navigating the changing economic and market environment during their journey and to making sense of all the deluge of information coming at them. They have their True North. True North was founded in 2000 by Scott Wood and Mark Gehlbach with the vision of providing clients with a dramatically better service and wealth management experience than available at large brokers. Scott and Mark envisioned a firm and a team of people that would get up every day excited to help people achieve their financial life goals. They envisioned a firm that would be the best at what it does, a place that clients felt comfortable telling their friends about, and where industry professionals would vie for an opportunity to join the team.