Economic And Community Development Institute competitors

James (Chip) Mahan III co-founded nCino to meet a need in the banking industry for greater levels of efficiency, regulatory compliance, customer relationship management and revenue growth. In addition to nCino, Mahan serves as Chairman and CEO of Live Oak Bank which he helped found in 2007 and has averaged 200% growth year over year. Mahan has also served as the CEO and Chairman for S1 Corporation and was the founder of First Network Bank, the world's first Internet bank. Mahan has been honored as one of the 10 Most Influential Personalities in Financial Services by FutureBanker magazine. Mahan began his career in 1973 at Wachovia Bank & Trust Co. in Winston-Salem, NC, after graduating from Washington & Lee University in Virginia.

Shirl is the founder of Dynasty Financial Partners and serves as President and CEO. He is formerly Director of Business Development for Global Wealth Advisory Services at Citi Smith Barney and previously served as Head of Executive Financial Services and Director of Private Wealth Management at Smith Barney. During his tenure at Citi Smith Barney’s High Net Worth Group, which catered to the firm’s clients with $50 million or more investable assets, the group was named High Net Worth Platform of the year for 2002, 2003, 2005, and 2006 by Private Asset Management, the private client research arm of Institutional Investor. Shirl is a graduate of Bates College and serves as President of the Clarence E. Townsend Foundation, which supports various individuals and groups in need in his home state of Maine.