Larson Financial competitors

Mr. Dwight Badger is a Co-Founder of Advanced Equities Financial Corp. and serves as its Chief Executive Officer. Mr. Badger Co-Founded Advanced Equities, Inc. in 1999 and served as its Chief Executive Officer until August 2012. Among Mr. Badger's responsibilities for overall strategy, he sources new venture capital investment opportunities and manages the firms overall capital raising efforts. Mr. Badger has played a key role in Banking with some of the largest private rounds of financing in Silicon Valley history. Mr. Badger was a Managing Director of Institutional Sales for LaSalle Street Securities, and Chief Executive Officer of Kress USA. Mr. Badger has played a key role in Banking with some of the largest private rounds of financing in Silicon Valley history. He served as General Partner of Innovative Technology Partners. Mr. Badger serves as Director of MetricStream, Inc. He serves as Member of Advisory Board of Echopass Corporation. He served as Director of Ygnition Networks, Inc.

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics

Amy Lueckenotte is a Management-Mark A.Figert Chief Executive Officer and Managing Director Co-Founder at Fidelity Trust Mortgage Co. and is based in United States.