Northwestern Mutual
Pat signed his first contract with Northwestern Mutual in 1988. Since then Pat as created a very successful practice helping his clients reach their financial goals. Pat has been among Northwestern Mutual’s “Top 10” for Eastern Regional Year and “Top 20” for Agents Year. Pat has lectured at Northwestern Mutual’s Annual Meeting in Milwaukee and […]
Orange Bank & Trust
We are an independent bank that began with the vision of 14 founders over 130 years ago. We have grown through conservative banking practices, ongoing innovation, and an unwavering commitment to the community and business clientele to more than $2.2 billion in total assets. Orange Bank & Trust now has sixteen offices across four counties; […]
PKF O’Connor Davies, LLP
PKF O’Connor Davies is a new breed of accounting and advisory practice that holds itself to a higher standard – going beyond passive value calculation to active value creation. With unmatched client focus we unlock real value hidden at key connection points of every engagement – from the industry and resource levels, to the organization […]
BNY Investments
BNY Investments is one of the world’s leading investment management organizations encompassing BNY’s affiliated investment management firms and global distribution companies.