CTOs on the Move

Alan D. Rosenberg, PC

www.adrcpa.com

 
Alan D. Rosenberg, PC is a New York, NY-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million
  • www.adrcpa.com
  • 2 W 45th St
    New York, NY USA 10036
  • Phone: 212.382.3939

Executives

Name Title Contact Details

Similar Companies

St Johns Investment Mgmt Co

St Johns Investment Mgmt Co is a Jacksonville, FL-based company in the Financial Services sector.

Total Control Financial

Total Control Financial believes every American worker has the right to a financially secure retirement without being concerned their wealth will vaporize in their golden years because of Wall Street’s games. A system that once provided security and safety for the American public has turned into a greed-filled network of brokerages run by too many self-interested “financial advisors” lining their own pockets first, while the investors, their clients, bear all the risk. Wall Street wins 100% of the time while the investor hopes to make a decent return and avoid getting hammered by the market. This is fundamentally wrong. It’s time for the charade to end. It’s time for the firm and the investor to be aligned. For 40 years Wall Street has dominated 401(k) money. For 40 years Wall Street has tricked the American worker into believing Wall Street is the only road available for a sound retirement. They’ve kept people confused and created complexity instead of being transparent and creating simplicity. This worked to keep the investor confused and trapped paying fees, riding the market roller coaster while the brokers got rich. Our mission and our purpose is to share the candid reality and truth about money and retirement with the American worker. We have no exception to our 100% transparency 100% of the time rule. We are obsessed with delivering simple, powerful options to the investor. Options to put the investor in control and to be empowered over their money and their financial future. For the investor tired of paying endless Wall Street fees to “watch over” their money, for the investor ready to take responsibility and control of their money, for the investor ready to exit the market roller coaster, Total Control Financial is your answer. Our mission is to Disrupt Wall Street and Empower Main Street ™.

Shell Federal Credit Union

 Shell Federal Credit Union was chartered in Feb 1937 to provide financial services to its 40 original members inside the Shell Deer Park plant. As members – not customers, they were part owners and as such, had a voice in how the Credit Union was to be run. The charter members elected a volunteer board to oversee CU operations and today Shell FCU’s field of membership includes anyone who lives, works, worships or attends school in Harris County, Texas. Today, Shell Federal Credit Union proudly serves over 65,000 members, manages more than $630 million in members’ assets and employs over 230 dedicated professionals. In addition to time spent at work, some employees are also part of the FCU “Furthering Community Unity” Team powered by Shell FCU. Shell FCU offers its members a full range of financial products and services, including competitive savings accounts, free checking, second chance checking, affordable loans, short term loans, mortgages, certificates/IRAs, free online services, business account services, free financial education and more. For longer term investments the Credit Union provides access to the MEMBERS Financial Services Program. Credit Union membership is a value added benefit businesses can also offer their employees. The sole purpose of Shell FCU is to meet the financial needs of members while providing them exceptional member service.  

Sawtooth Solutions

Sawtooth started out as a registered investment adviser offering clients multi-strategy investment solutions. To support our growth, Sawtooth needed a strong open architecture product deck, a robust back-office engine, and a client-focused reporting portal. Rather than developing technologies in house, we chose to adopt a best of breed approach. Our integrated tools enable advisors to easily implement their offering while introducing the pillars of an institutional framework: definable and repeatable business processes. Today, Sawtooth offers a single web-based platform which allows advisors to manage all of their clients in one place – regardless of account type or custodian. Sawtooth delivers consistency and accuracy in the reporting process and aggregates client data into a beautiful and easy to understand format. Sawtooth provides registered investment advisors (RIAs), broker-dealers, and banks with flexible solutions to attract and retain the best advisors, enable more effective business process management, accelerate client acquisition, and gain end-to-end visibility into firm-level assets under management. The results are streamlined processes, predictable recurring revenue, and consistently excellent client service.

Freedom Bank of Virginia

Freedom Bank of Virginia is one of the leading providers in Financial Services. It is based in Nags Head, NC. To find more information about Freedom Bank of Virginia, please visit www.freedombankva.com