Patrick E. Greene

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Part of Carpenter & Co. Services, Inc., Seapower Carpenter Capital, Inc. provides investment services. The company is based in Irvine, CA. The CEO of the company is John D. Flemming.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Community Bank of Santa Maria operates as a community bank, which provides banking services. It provides loans to small and middle-market businesses and individuals. The company provides construction loans, personal banking and business banking services. Its personal banking services include home equity loans, mobile home loans, auto loans, checking & savings accounts, certificates of deposit, CDARS accounts. Community Bank of Santa Maria was founded on March 1, 2001 and is headquartered in Santa Maria, CA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Part of Deloitte LLP (New York), Deloitte, Haskins & Sells LLP provides accounting services. The company is based in Mumbai, India.

Childrens Hospital Los Angeles provides healthcare services. The organizationspecializes in providing services to seriously injured and sick children. Its services include surgical & emergency care, speciality services and many more. Childrens Hospital Los Angeles was founded in April 1901 and is located in Los Angeles, CA.

First Business Bank of Madison offers a line of financial services for businesses and business owners, including commercial lending, treasury management, private banking, retirement plans, investment management services, trust services, asset based lending and equipment finance and leasing. The company was founded by Jerry Smith in March 1990 and is headquartered in Madison, WI.

Part of Carpenter Bank Partners, Inc., Carpenter Fund Manager GP LLC operates as a bank holding company and provides investment management services. The company is based in Irvine, CA.

Freeman & Mills, Inc. provides litigation support services to attorneys. It offers causation analysis and liability assessments, damages management, expert witness testimony, litigation support and research management. The firm’s practice areas include energy, construction and energy, financial services, lost earnings, bankruptcy and insolvency, business valuation and real estate. The company was founded in 1978 and is headquartered in Los Angeles, CA.

Part of Comerica, Inc., Comerica Bank is a financial services company based in Dallas, TX. Comerica Bank is strategically aligned by three business segments: the commercial bank, the retail bank, and wealth management. The company focuses on building relationships and helping people and businesses be successful. Comerica Bank has over 400 banking centers across the country, with locations in several states, including Texas, California, and Michigan. The company reported total assets of $88.40 billion as of June 30, 2021. The company was founded by Marc J. Verissimo and has been led by CEO Curtis Chatman Farmer since 2008.

CCFW, Inc. provides investment consulting and advising services. It is a private equity and venture capital firm specializing in buyout investments in young and startup community banks. The firm focuses on recapitalization and growth equity investments in banking franchises. The company was founded in 1974 and is headquartered in Irvine, CA.

Sounds True, Inc. operates as a multimedia publishing company. It publishes about the spiritual journey, meditation, psychology, creativity, health and healing, self-discovery and relationships. The company offers its products in the form of audio courses, books, videos, cards and charts, interactive learning kits, music, instructional DVDs, catalogs, and marketing material. Sounds True was founded by Tami Simon in 1985 and is headquartered in Louisville, CO.

Clearwater Analytics LLC provides web-based software for investment portfolio reporting, accounting and analytics. It offers solutions to automate investment accounting, monitor investment policy compliance, monitor investment analytics and compliance, proactive regulatory and accounting guidance, data aggregation and reconciliation, and analyze portfolio performance and risk. The firm also provides data management, portfolio accounting, and reporting and communication solutions, and investment operations solution that provides scalability through automated processes and systems. The company was founded by David Robert Boren, Douglas K. Bates, Michael Kenneth Boren, and Christopher James Growney in 2003 and is headquartered in Boise, ID.

Part of Pacific Premier Bancorp, Inc., MBFS Holdings, Inc. provides investment services. The company is based in El Segundo, CA.

Carpenter & Co. (Carpenter & Co.) is a private equity subsidiary of CCFW, Inc founded in 1974 by Edward J. Carpenter and Arthur A. Hidalgo. The firm is headquartered in Newport Beach, California.

Covr Financial Technologies LLC operates digital personal insurance platform. It digital platform provides way to research, compare, shop for and buy insurance from providers. The company was founded by Todd Ruplinger in 2013 and is headquartered in Boise, ID.