Barbara J. Radis

BDO USA LLP operates as an accounting, auditing, and bookkeeping firm. It offers advisory; audit and assurance; digital; and tax services. The company was founded by Maximillian L. Seidman in 1910 and is headquartered in New York, NY.

HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA.

Wilmington Savings Fund Society, FSB provides financial services. It operates as a locally managed community banking institution serving Delaware Valley families and businesses of all sizes. Its subsidiaries or divisions include, cash connect, Christiana trust, Christiana trust company of DE, cypress capital management, powder mill financial solutions, WSFS wealth investments, west capital management and WSFS mortgage. The company was founded in 1832 and is headquartered in Wilmington, DE.

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.

MidFirst Bank engages in the provision of commercial banking services. It offers online and mobile banking, credit and debit cards, private banking and wealth management, commercial loans, and investment services. The company is headquartered in Oklahoma City, OK.

SCB Forums Ltd. engages in arranging and facilitating peer group meetings. It offers two types of forum meetings: sunday-tuesday meeting that takes place in lovely, exclusive spots around the country and sunday-moday or thursday-friday meeting in major metropolitan areas. It also offers SCBenchmarks, a benchmarking service for retail, commercial and wealth management banking sales practices and productivity. The company was founded by Anat Bird in 1994 and is headquartered in Granite Bay, CA.