| Name | Title | Contact Details |
|---|---|---|
Shawn Scholz |
Vice President of Wealth Management Compliance | Profile |
Shawn Scholz |
Vice President Wealth Management Compliance | Profile |
Jeff Rowe |
AVP Retirement Services Compliance | Profile |
Jeff Clevenger |
Chief Compliance Officer and AML Compliance Officer | Profile |
Mark Buyle |
Senior Vice President, General Counsel and Chief Legal Officer | Profile |
Breiter Capital Management is a Anna Maria, FL-based company in the Financial Services sector.
Armstrong, Fleming, & Moore is a Washington, DC-based company in the Financial Services sector.
The Harbour Group is a boutique public relations firm based in Washington, D.C. Founded in 2001, The Harbour Group quickly built a reputation for smart, strategic thinking and flawless execution. The firm provides the broad expertise and strategic
Georgian Partners is a thesis-driven growth equity firm investing in SaaS-based business software companies exploiting applied artificial intelligence, security first and conversational AI. Founded by successful entrepreneurs and technology executives, Georgian Partners leverages our global software expertise to be able to directly impact the success of companies. We invest in high-growth business software companies in the US and Canada. We look for companies with great leadership and a strong work culture. Typically we focus on investment in companies with $6M ARR or higher and invest between $20 and 50 million. Most important of all, we look for companies that are well positioned to exploit three major technology trends: applied artificial intelligence, security first, and conversational AI.
Summit Financial Services is a Melville, NY-based company in the Financial Services sector.