Occupation: Quantitative Trader Company: Jane Street Group, LLC Born: Philadelphia, Pennsylvania Education: Master’s Degree in Mathematics, The University of Pennsylvania (2022) Bachelor’s Degree in Management
Occupation: Manager of Corporate Accounting Company: Greenheck Fan Corporation Born: Wausau, Wisconsin, United States Education: BS in Accounting, University of Wisconsin Stevens Point (2014) BS
Occupation: National Head of Family Wealth and Managing DirectorCompany: Fifth Third BankBorn: Emporia, Kansas Education:BBA, University of Denver (2013) Certifications:Family Enterprises and Wealth, Columbia University
Occupation: Global Head of Impact Company: Einstrong Foundation Born: Nose, Osaka, Japan Education: Master’s Degree in International Affairs, Columbia University (2006) BA in Economics, The
Occupation: PrincipalCompany: Wilmington Capital Education:Postgraduate Degree in Theology, The General Theological Seminary (2007)PhD in International and Developmental Administration, New York University (1982)MPA, New York University
Occupation: Principal Company: Cannell & Spears Born: New York, New York Education: MBA, Harvard Business School, Harvard University (1962) Coursework, Princeton University (1960) Diploma, Choate
Occupation: Country Corporate Officer and Banking HeadCompany: CitiBorn: Santa Fe, New Mexico Education:MPA, Harvard University (1985)BS in Business Administration, Accounting, The W.A. Franke College of
Occupation: Managing DirectorCompany: Vallaris Advisors Education:MBA in Finance and Operations, Harvard Business School, Harvard University, Cum Laude (1989)BSE in Mechanical and Aerospace Engineering, Princeton University,
Occupation: Founder and Chief Executive Officer Company: ClearFactr Inc. Born: Huntington, New York Education: BS in Industrial Management, Carnegie Mellon University (1986) Career: Founder, Chief
Occupation: Executive Loan Officer Company: Rocket Mortgage, LLC Born: Detroit, Michigan Education: Associate Degree in Criminal Justice/Law Enforcement Administration, Schoolcraft College (2015) Career: Executive Loan
Occupation: Founder and Chief Executive Officer Company: Dunlap & Associates Wealth Management Born: Rochester, New York Education: MBA in Marketing, University of South Florida (1980)
Occupation: Co-president Company: Opes Wealth Born: Pittsburgh, Pennsylvania Education: Bachelor’s Degree in International Relations and Government, Dartmouth College (1983) Certifications: Chartered Financial Analyst, CFA Institute
Occupation: Co-founder, Chief Financial Officer, and Board Member Company: GMI Capital Born: Herkimer, New York Education: BS in Accounting, Utica College of Syracuse University (1991)
Occupation: Vice President and Senior Wealth ManagerCompany: Bar Harbor Wealth ManagementBorn: Canaan, New Hampshire Education:BA in Law and Government with a Concentration in Legal Studies,
Occupation: Co-Founder and Chief Marketing OfficerCompany: Guardian Financial Group LLC Education:MBA, University of Phoenix (2010)BS in Global Business Management, University of Phoenix (2008) Certifications:Management Liability
Occupation: 1) Chief Financial Officer; 2) Day Trader Company: 1) Rent-A-CFO; 2) Bank of America Corporation Born: Philadelphia, Pennsylvania Education: MBA in Finance, Operations Management,
Occupation: President of Crisis Management; Financial Company Executive Born: New Dehli, India, July 14, 1946 Education: MBA in Accounting and Business/Management, Kellogg Graduate School of Management,
Occupation: Investment Banking Executive Born: Cedar Rapids, Iowa, November 15, 1943 Education: MBA, Harvard University, Cambridge, MA, High Distinction (1971) BS in Nuclear Physics, Massachusetts Institute of
Occupation: Senior Level Finance Manager Born: Windsor, Ontario, Canada Education: Bachelor’s in Commerce, Accounting and Finance, University of Windsor (1995)
Occupation: Bank Executive Born: Catania, Italy, August 20, 1932 Education: MBA in International Finance, Pace University, New York City, NY (1967) Doctor in Political Science,
Occupation: Senior Vice President; Director of Compliance Education: EdB, Illinois State University, Normal, IL (1972) Diploma, ABA Compliance and Graduate Compliance Schools (1985-1986) Certifications: Certified Regulatory
Corporate Address:
350 RXR Plaza
Uniondale, NY 11556
Alternate Address:
51 John F Kennedy Pkwy Fl
West Short Hills, NJ 07078-2704
Phones:
1 (908) 673-0100
1 (908) 279-0100
Toll Free: 1 (844) 394-6946
E-mail:
[email protected]
or
[email protected]
Hours:
Mon – Thu: 9:00 AM – 5:30 PM
Fri: 9:00 AM – 4:30 PM
