Enrique Vasquez

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

PODS Enterprises LLC engages in the provision of moving and storage products and services. Its services include local and long-distance moving, storage on-site, contents protection, packing and loading assistance, and vehicle transport. The company was founded by Pete Warhust in 1998 and is headquartered in Clearwater, FL.

Scentair Technologies LLC engages in the provision of scent marketing solutions and fragrance delivery systems. It offers services to hospitality, retail, and healthcare clients. It services include sales and marketing; fragrance development; product development; customer service; and behind the scenes. The company was founded in 1994 and is headquartered in Charlotte, NC.

Envysion, Inc. provides cloud-based video driven business intelligence solutions. It provides Web-based video management solutions to video surveillance markets. The company provides managed video as a service platform, a video management software that is hosted through the Internet. It serves restaurants, retail companies, financial service companies, hospitality, and convenience store operators in North America. Envysion was founded by Dan P. Caruso, Matt Steinfort and Robert Hagens in 2006 and is headquartered Louisville, CO.

AmWINS Group, Inc. engages in the provision of insurance products and services. It offers property, casualty, professional lines, small business, personal lines, standard lines, group benefits, and underwriting programs. The firm serves the public entity, construction, energy, environmental, transportation, healthcare, hospitality and entertainment, manufacturing and distribution, professional and financial services, and real estate industries. The company was founded in 1998 and is headquartered in Charlotte, NC.

First Allied Holdings, Inc. operates an independent retail broker/dealer. The company is headquartered in San Diego, CA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Ladenburg Thalmann Asset Management, Inc. (LTAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1982 and is a wholly-owned subsidiary of Advisor Group Holdings, Inc. LTAM provides consulting and fund management services to individuals, high net-worth individuals, small business owners, pension and profit-sharing plans, plan participants, trusts, estates and charitable organizations, corporations or other business entities, investment companies, pooled investment vehicles and other investment advisers.

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.

loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Coastal Credit LLC provides automobile financing services. It specializes in purchasing contracts from new and used automobile dealerships. Its customers primarily include the secondary used car market. The company was founded in 1984 by William McKnight and is headquartered in Virginia Beach, VA.

Millennium Trust Co. LLC engages in the provision of alternative custody solutions to institutions, advisors, and individuals. It offers rollover and self-directed individual retirement account, and retirement and custody services. The company was founded in 2000 and is headquartered in Oak Brook, IL.

Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA.

Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider.

Cherry Bekaert Advisory LLC provides business consulting, accounting, auditing, and tax advisory services. The private company is based in Raleigh, NC. Michelle Loyd Thompson has been the CEO of the company since 2002.

Institutional Cash Distributors LLC operates as an institutional trading and investment risk management company. The firm?s investment products include money market funds, short duration bond funds, federally insurance cash account, commercial paper, separate accounts, tradeweb market products. The company was founded by Jeffrey C. Jellison, Thomas P. Newton and Edwin P. Baldry in 2003 and is headquartered in San Francisco, CA.

National Investment Co. Service Association operates an investment management association. The non-profit company is based in Marlborough, MA.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983.

Part of Ceridian HCM Holding, Inc., Ceridian HCM, Inc. is a human capital management software company that offers cloud technology careers in Mauritius. The company is based in Minneapolis, MN. Ceridian HCM provides cloud HCM software that brings together payroll, HR, time reporting, talent, and workforce management to deliver intelligence at work. The company's Dayforce cloud HCM software platform is built to meet human capital management needs for HR, payroll, workforce management, and talent management. Dayforce empowers teams by helping manage all HR processes across the employee lifecycle in a single HR software application. Ceridian HCM delivers retail and hospitality workforce management to help employers optimize people, systems, and culture to drive performance and profitability. The company also provides employee well-being and safety products and resources to help manage employee response to COVID-19 with Dayforce. The CEO of the company is David D. Ossip. The company's talent management system helps transform talent acquisition processes for maximum efficiency and compliance through the workforce lifecycle.

Part of Juniper Networks, Inc., Trilogy, Inc. develops flexible and customizable IPSec security software. The company is based in Concord, MA. The company was founded by Oliver Tavakoli. Joseph A. Liemandt has been the CEO of the company since 1989. Trilogy was acquired by Funk Software, Inc., part of Juniper Networks, Inc. from December 01, 2005 on January 28, 2002.

Creative Artists Agency LLC operates as an entertainment and sports agency. The firm offers brand management, entertainment property selling, communications, market research, trend forecasting, strategic marketing, and counsel and philanthropy consulting services. The company was founded by J. Rowland Perkins II, Ronald Meyer, Bill Haber, Michael S. Rosenfeld, and Michael Ovitz in 1975 and is headquartered in Los Angeles, CA.

ING Financial Services LLC engages in the retail and worksite financial services, mutual funds and reinsurance activities. It offers life, health and property & casualty insurance, fixed and variable annuities, guaranteed investment contracts and other institutional investment advisory services, retirement plans, employee benefits, and mutual funds. The company is headquartered in New York, NY.

Trilogy.com, Inc. is a company that specializes in edge computing and cloud installations. The company is based in Austin, TX. Trilogy utilizes its Linx™ virtual private network and Conex infrastructure platform to build a unified, distributed multi-tenant cloud capability on a single network fabric to provide 1.5 million square miles of edge compute capability across rural areas. Trilogy Metals Inc. is a metals exploration and development company that holds a 50 percent interest in Ambler Metals LLC, which has a 100 percent interest in the UKMP in Alaska. The company's vision is to develop the Ambler mining district into a premier North American copper producer. The Trilogy Heart Valve System is a novel TAVR device indicated for the treatment of both AR and AS. The company recently founded the Rural Cloud Initiative, which aims to promote and accelerate the digital transformation of rural areas. The company was founded in 1990 by Terry Bishop as a manufacturers representative firm and has since evolved into one of the largest and most respected sales, service, and consulting organizations in the electronics industry. The company was founded in 1989. Kathy Slowinski has been the CEO of the company since 2023.

The Society of Actuaries is an organization that provides research and industry news on various topics such as health care, predictive analytics, climate change, risk management, life insurance, modeling, pension and retirement, public policy, law and regulation. The private company is based in Schaumburg, IL. The company aims to help individuals advance their careers.