Banyan Securities Co is an investment management company based out of 100 Drakes Landing Rd # 125, Greenbrae, California, United States.

Hennessy Advisors, Inc. is the publicly traded investment manager of the Hennessy Funds. Offering a broad range of mutual funds, with an unwavering commitment to always put shareholders first. The company serves clients with integrity, honesty and candor. Hennessy Advisors' strength lies in their disciplined investment style and commitment to managing their mutual funds for the benefit of their shareholders.

J. Wood Capital Advisors LLC ("JWCA"​) is an advisory firm and registered broker dealer focused solely on providing capital structure help and solutions to U.S. corporations. We are an independent firm, without the conflicts inherent in the traditional investment banking model. Our objective is to deliver advice to public companies on capital structure; then, empower them to raise capital in a smarter, more efficient manner. Focused and unbiased advice.

Providing independent wealth management services for individuals, families, and businesses. Learn more at willowcreekwealth.com.

Foresite Capital is a multi-stage healthcare and life sciences investment firm with ~ $3.5B in assets under management (as of 12/31/23). The firm aims to address areas of great unmet need by funding promising healthcare and life sciences businesses at all stages of their life cycles. Foresite Capital uses a data science-driven approach to invest in companies that leverage biology and big data to transform healthcare, including 10x Genomics, Relay Therapeutics, Element Biosciences, Inscripta, as well as companies developing next generation therapeutics. Founded in 2011, Foresite Capital is based in San Francisco.

AA Advisors works on an exclusive distribution basis for a number of carefully selected firms, including large investment banks, venture capital funds, private equity and hedge fund managers as well as platform providers who have elected to outsource their capital raising and branding activities.

• Maintain and enhance existing client relationships • Ensure a thorough response to a high volume of daily client inquiries via e-mail and telephone conversations. • Facilitate effective communication with suppliers, carriers and buyers • Responsible for Contract Management, Purchasing Support – enter new orders, revise/modify orders, and Shipment Tracking • Primary liaison between suppliers, carriers, and buyers. • Negotiate and Resolve Problems and/or issues effectively and in a timely fashion • Provide daily, weekly and quarterly commodity production and pricing report to clients

Hired on as the lead person responsible for managing all systems’ databases and be the expert of all the applications. I successfully ensured all accounts are reconciled; databases are backup, and applications are up-to-date and maintained. I extracted and translated the massive amount of data into relevant reports for the Relationship Management Team, COO, CFO, CCO, PMs, and CEO to aid them in their individual role and responsibilities. Following are my key contributions: • Successfully developed a new methodology for Request For Performance (RFP) and databases' questionnaires resulted in meeting deadlines, improved accuracy, consistency in which the firm adopted the operation manual as part of the Business Continuity Plan. • Selected by the COO as the project leader of Salesforce conversion and successfully integrated firm to using Salesforce resulted in better management of Customer Relationship Management. • Chosen by the team members as the project leader for Thomson ONE to Eikon Analytics conversion resulted in a smooth transition from the old platform to the new one. • Developed new protocols to process and extract data from internal systems increased the higher quality of work from team members and faster completion of projects from management and ad hoc requests from clients. • Quickly learned and managed the firm’s proprietary Portfolio Management and Accounting System (FIN) allowed management the flexibility to shift roles and responsibilities around. • Effectively worked with an external auditor, Ashland Partners and managers to compiled monthly GIPS Performance Reporting and yearly GIPS Verification and Examination. • Prepared marketing materials and analytic reports for portfolio managers and CEO to use for meeting with clients and prospects resulted winning new client and positive feedbacks.

Raub Brock Capital Management is an independent, nationwide, SEC Registered Investment Advisor firm led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. Our primary objective is to help our clients manage their financial lives and make the best use of their resources.

SHIRA RIDGE WEALTH MANAGEMENT is a financial planning and investment services company based out of Marin County in California. OUr clients are enjoy financial clarity and confidence, for both themselves and their future generations or the non-profits that are near and dear to their hearts.

NHA Advisors provides strategic, objective, and financially sound solutions to California public agencies and private companies doing business with local governments throughout California. Offering non-traditional financial advisory services to better serve our clients’ diverse needs, NHA Advisors provides more expertise to its clients than any other firm. Unlike most financial advisory firms, our clients work directly with one or more of the principals of NHA Advisors on a daily basis.

Vacaville, California is located in northern Solano County, midway between San Francisco and Sacramento. The City's rich history has transformed the community from a small agricultural town into a thriving and progressive city; now a diverse population of 100,000 residents who pride themselves on a high level of community involvement. While the City’s population history and demographics show its rapid growth, Vacaville had maintained its small town charm. Affordable housing, quality schools, a wide array of youth activities, and numerous community events contribute to making Vacaville a family-oriented city. Residents of all ages participate in organized sports leagues year-round. There are also high quality recreation programs for all ages, and state-of-the-art public recreation facilities, including a community pool with water slides and a diving well, ball fields, and a skateboard park. Numerous community events throughout the year provide fun for the entire family, including the annual Fiesta Days and Fourth of July celebrations, concerts during the summer at the downtown Creekwalk, and the “Merriment on Main” festivities during the holiday season. With Vacaville’s central location, residents can “day trip” to beaches, Lake Tahoe, and the Napa wine country. For those who want to stay local, Lagoon Valley Park provides the opportunity to fish, hike, and sail in a scenic, natural setting. Other options include enjoying the downtown with a stroll along the beautiful Creekwalk, catching a movie, or hitting the ice at the skating center. Residents and visitors enjoy an expanding choice of restaurants in the revitalized, historic downtown, and some of the best shopping in the area with a thriving retail district along Interstate 80 that includes one of the largest factory outlet complexes in California. Go to CityofVacaville.gov/SMP for our Social Media Policy.