Crown Advisors

Kessler Financial Services, doing business as the Kessler Group, offers portfolio solutions for credit card partnership programs. The company has expertise in various aspects of a partnership program, including program development, contract negotiation and restructuring, portfolio evaluation and asset transfer, strategic marketing and analytics, full-service direct marketing execution, product development, and creative and interactive services. Some of its clients include American Express, Bank of America, Citibank, Elan Financial Services, First National Bank of Omaha, Genworth Financial, NOVA Information Systems and Washington Mutual Card Services. The company supports a variety of organizations and events, such as American Cancer Society, American Diabetes Association, American Liver Foundation, American Red Cross, Muscular Dystrophy Association, and Youth Care. Kessler Financial Services is headquartered in Boston, with offices in San Francisco, London, Sydney and Taipei, Taiwan.

Transatlantique Private Wealth is a distinguished financial planning firm located in Boston, MA. Specializing in personalized wealth management strategies, they cater to a diverse clientele, offering tailored solutions to meet individual financial goals. With a commitment to excellence and a focus on building lasting relationships, Transatlantique aims to navigate the complexities of wealth with expertise and integrity. Generated from this place's information

Founded in 1997, collateralFirst provides asset-based lenders with collateral examinations. collateralFirst services regional and national asset-based lenders, commercial banks and finance companies. collateralFirst performs detailed collateral analysis, providing recommendations regarding eligibility and availability for accounts receivable and inventory collateral. The lending institution receives a comprehensive written analysis detailing the current and recommended collateral availability and collateral issues. In addition, the report summarizes the examiner's findings, based on the scope of the examination, and an in-depth analysis to support the collateral issues and recommendations. collateralFirst also provides supporting documentation and detailed workpapers, including all supporting schedules for asset and liability testing. collateralFirst performs asset-based examinations across the country and around the world, for single or multiple borrower locations, for lines of credit ranging from $500M to $100 million. Located in Boston, MA we provide independent, effective, cost efficient solutions for establishing, analyzing and monitoring a Bank's client base.