Shawn Tabak

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions.

Afraxis, Inc. operates as a contract research organization (CRO), specializes in preclinical efficacy evaluations (in vivo and in vitro), neurotoxicity evaluations, and structure-efficacy relationship (SER)-driven medicinal chemistry. It develops Afraxis ESP, an enhanced spine analysis platform that quantifies the morphology and maturity of synaptic dendritic spines, which are fundamental to information processing by neural synapses in the brain. The company was founded by Jay B. Lichter, Carmine Stengone, Susumu Tonegawa and Ben Vollrath in 2007 and is headquartered in San Diego, CA.

Central European Petroleum Ltd. operates as a petroleum exploration and production company. It pursues exploration and production projects in Middle Europe with focus on Germany. The firm also holds leases in Mecklenburg-Vorpommern and Brandenburg. The company was founded by Peter E. Putnam and Alula Damte in 2006 and is headquartered in Calgary, Canada.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

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.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Signature Estate & Investment Advisors LLC (SEIA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

Arbor Commercial Mortgage LLC provides real estate financing services. It offers fixed-rate, adjustable-rate, senior housing loans, credit facility transactions, and mortgage loan services. The firm was founded by Ivan Kaufman in 1983 and is headquartered in Uniondale, NY.

Porch.com, Inc. engages in the provision of home improvement services. It offers carpentry, flooring, landscaping, remodeling, painting, electrical, plumbing, door & windows, handyman, HVAC, roofs & gutter, and home security systems. The company was founded by Matt Ehrlichman, Ha Phan, Scott Austin, Eric Schleicher, and Ronnie Castro in 2012 and is headquartered in Seattle, WA.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Expedia.com Ltd. provides travel and tourism services. It also provides intercompany services to Expedia Group companies. The company was founded in 1999 and is headquartered in London, the United Kingdom.

City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions.

Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA.

Santa Barbara Museum of Natural History operates as non-profit organization, which exhibits regional natural history. Its collections include anthropology, invertebrate zoology, library and archives, vertebrate zoology, and antique prints. The company was founded by William Leon Dawson in 1916 and is headquartered in Santa Barbara, CA.

Sunrise Mortgage & Investment Co. provides mortgage banking services. The firm specializes in providing financing and servicing for commercial properties. The company was founded in 1983 and is headquartered in Scottsdale, AZ.

Part of Central European Petroleum Ltd., CEP Central European Petroleum GmbH engages in oil & gas exploration and development activities. The private company is based in Berlin, Germany. The German company was founded in 2008. The CEO is Alula Damte.

Petrel Robertson Consulting Ltd. operates as petroleum geoscience consulting firm. It offers exploration services, reservoir knowledge, geo-technical expertise, and management consulting. The company was founded in 1972 and is headquartered in Calgary, Canada.

Alpha Cubed Investments LLC (ACI) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Todd Walsh and Steven Alexson in 2011. ACI offers tailored solutions in growth, income, and balanced investments, as well as custom-allocated portfolios that primarily utilize individual stocks and bonds with some ETFs (exchange-traded funds).

Zazzle, Inc. provides online retail services. It offers customized t-shirts, business cards, invitations, souvenirs and gifts. The firm's proprietary technology enables individuals, professional artists and brands, including Disney and Hallmark to create and offer unique products. The company was founded by Bobby Beaver, Jeff Beaver and Robert Beaver in 1999 and is headquartered in Redwood, CA.

Yahoo! Search Marketing Solutions provides pay-per-click advertising solutions. The company was founded by Bill Gross in 1996 and is headquartered in Burbank, CA.

The Usual, Inc. produces a variety of wines made from sustainably farmed grapes with minimal intervention and no added sugars. The private company is based in San Francisco, CA. The company's selection includes a bright and fruity red blend with notes of raspberry, black cherry, and fennel, a crisp rosé with notes of red peach and watermelon rind, and a dry sparkling wine with notes of lemon, elderflower, and bergamot.

FLEXE, Inc. provides online marketplace services. The firm cloud-based platform powers unified warehouse sourcing and set up, while also streamlining material handling operations. The company was founded by Karl F. Siebrecht, Francis Duong, and Edmond Yue in 2011 and is headquartered in Seattle, GA.