George Jeffrey Records

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.

MUFG Union Bank, NA (dba Union Bank) is a private banking firm headquartered in San Francisco, California. The firm was founded in 1953 and in 2021 they became a subsidiary of MUFG Americas Holdings Corp., ultimately held by Mitsubishi UFJ Financial Group, Inc. (TYO: 8306) in Japan. Union Bank provides an array of financial services to wealthy individuals & families, executives, professional service firms, and mission-driven organizations.

Ares Real Estate Income Trust, Inc. is a real estate investment trust, which engages in the investment and operation of real property. It operates through the following segments: Office, Retail, Residential, Industrial, and Other. The Office segment covers boutique office buildings catering to employees in supply-constrained central business districts and suburban cores. The Retail segment focuses on well-located necessity-based shopping centers. The Residential segment includes same store property NOI increased by approximately $1.3 million for the year ended December 31, 2023 compared to the same period in 2022, primarily due to increased rental rates, reduced vacancy and loss to lease, partially offset by increased operating expenses at certain of residential properties. The Industrial segment consists of distribution centers in key logistics and high-gross domestic product (GDP)-growth markets, capitalizing on seismic growth in e-commerce. The company was founded on April 11, 2005 and is headquartered in Denver, CO.

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.

Midland Financial Co. operates as a bank holding company. The firm also provides real estate lending, residential mortgages, construction, commercial real estate, and multifamily residential real estate loans. The company is headquartered in Oklahoma City, OK.

Heritage Bank of Commerce provides financial services. Its solutions include deposit, cash management, and lending. The company was founded by Ranson W. Webster and Jack L. Peckham in 1994 and is headquartered in San Jose, CA.

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.

US Small Business Administration provides funding and support to entrepreneurs and small businesses. It delivers loans, loan guarantees, contracts, counseling sessions and other forms of assistance to small businesses. The firm’s programs include financial and federal contract procurement assistance, management assistance, and specialized outreach to women, minorities and armed forces veterans. It also provides loans to victims of natural disasters and specialized advice and assistance in international trade. The company delivers its services to people throughout the United States, Puerto Rico, the U. S. Virgin Islands and Guam. US Small Business Administration was founded on July 30, 1953 and is headquartered in Washington, DC.

Hunt Cos., Inc. operates as a real estates company. It offers real estate investments, military communities, public infrastructure, and financial and asset services. The company was founded in 1947 and is headquartered in El Paso, TX.

Children's Hospital Colorado provides healthcare services. It offers dental, cancer and blood disorders, eye, heart, orthopedic, and weight management services. The company was founded in 1897 and is headquartered in Denver, CO.

Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh.

United Way of Central Oklahoma, Inc. provides funding to programs at non-profit agencies. The firm provides services to local donors, local businesses, non-profit organizations, government agencies, labor unions, and faith groups to deliver solutions for individuals and families in central Oklahoma. The company was founded in 1924 and 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.

JP DiNapoli Cos, Inc. provides real estate investment, development, and property management services. It focuses on office, research and development, warehouse, and distribution of properties. The company is headquartered in San Jose, CA.

MetaFund Corp (MetaFund) is a private equity and venture capital firm founded in 2000 by Tom Loy. The firm is headquartered in Edmond, Oklahoma.

University of California, Berkeley Foundation engages in the provision of philanthropic services.It offers social services and supports the advancement of higher education by securing private financial support. The company was founded by Phoebe Apperson Hearst, Jane Sather, Charles Franklin Doe in 1868 and is headquartered in Berkeley, CA.

Colorado UpLift is a non-profit organization that aims to provide urban students with a positive and caring adult mentor who can help them navigate life's toughest challenges. The non-profit company is based in Denver, CO. The organization recognizes that students living in low-income and underserved areas face a complex set of experiences and circumstances, including education failure, employment, incarceration, family dysfunction, and mental health issues. Colorado UpLift builds long-term, life-changing relationships with urban youth to help them overcome these challenges.