Mary Ellen Dugan

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

PLATINUM Technology International, Inc. develops and sells system management and database tools for client server systems. The company was founded by Andrew J. Filipowski in April 1987 and is headquartered in Oakbrook Terrace, IL.

ON Investment Management Co. (ONIMCO) is a registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1969, the firm is a subsidiary of The O.N. Equity Sales Co. and their ultimate parent is Constellation Insurance Holdings, Inc. ONIMCO provides financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and other organizations throughout the US.

Oberon Financial Technology, Inc. engages in the provision of asset management software services. It also develops turnkey, custody-neutral platform for financial services firms. The company was founded by Michael Apker, Viggy Mokkarala, and Scott Grinis in 1999 and is headquartered in DE.

Executive Leadership Council, Inc. operates as a preeminent member organization for the development of global black leaders. It increase the number of successful black executives both domestically and internationally by adding value to their development, leadership, and philanthropic endeavors throughout the life-cycle of their careers thereby strengthening their companies, organizations and communities. The company was founded in 1986 and is headquartered in Alexandria, VA.

APP Pharmaceuticals, Inc. develops, manufactures and markets injectable pharmaceutical products with a primary focus on the oncology, anti-infective, anesthetic/analgesic and critical care markets. It offers one of the most comprehensive product portfolios used in hospitals, long-term care facilities, alternate care sites and clinics within North America and manufactures a comprehensive range of dosage formulations. The company is headquartered in Los Angeles, CA.

Tamarac, Inc. provides portfolio management technology. The firm provides web-based rebalancing and trade order management solutions for financial advisors. It offers advisor, investment strategy management platform that automates portfolio rebalancing, cash management, and directed trading. It also provides supporting and consulting services. The company was founded by Clive Matthew Springer in 2000 and is headquartered in Seattle, WA.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Constellation Insurance, Inc. engages in the provision of life insurance products and services. It offers individual life insurance, individual disability income insurance, individual annuities, group annuities, and broker and dealer services. The company was founded in 1909 and is headquartered in Cincinnati, OH.

Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY.

S&P Global Market Intelligence, Inc. provides integrated financial information and technology solutions. It provides data and analytics for global financial professionals. The firm works with different client firms, including investment banks, asset management firms, private equity firms, universities, and corporations. The company was founded in 1999 and is headquartered in New York, NY.

First Harrison Bank operates as a community bank. It offers personal banking, business banking, and home loans. The company was founded in 1891 and is headquartered in Corydon, IN.

The Cincinnati USA Regional Chamber of Commerce operates as a chamber of commerce association. The private company is based in Cincinnati, OH and has subsidiaries in the United States. Jill P. Meyer has been the CEO of the company since 2015.

LL Global, Inc. is a private company based in Windsor, CT. LL Global is the home of limra.com, which provides information and research to the insurance and financial services industry. The CEO of the company is David N. Levenson.

Part of Constellation Insurance Holdings, Inc., The Ohio National Life Insurance Co. is a leading insurance holding company that provides protection, retirement income, and reinsurance solutions through its subsidiaries. The company is based in Cincinnati, OH. The company markets indexed universal life, indexed whole life, term, and BOLI through a national network of direct agents and independent marketing organizations. It also markets retirement income and accumulation solutions through institutional distribution and independent marketing organizations. Gary Thomas Huffman has been the CEO of the company since 2012.

Part of United Way Worldwide, United Way of Greater Cincinnati operates as an association which provides social services. The company is based in Cincinnati, OH.

Who's Calling, Inc. provides tracking incoming calls services. The firm’s products include inbound call tracking, call recording, RESCUE, REACT, RECOGNIZE, and intelligent toll-free numbers. Its solutions include call tracking, automotive marketing analysts, keyword-level tracking for PPC and SEO, and call attribution for publishers and agencies. The firm serves automotive groups, management and CRM providers and home builders. The company was founded in 1998 and is headquartered in College Station, TX.

The Tifin Group LLC (Tifin Group) is a venture capital firm founded in 2018 by Vinay Nair. The firm is headquartered in New York.

The Cincinnati Women's Executive Forum, also known as mycwef, is an organization that aims to connect top women executives and welcome new executive women to the region. The non-profit company is based in Cincinnati, OH. The organization is based on a few high impact, low effort gatherings each year, and minimal time commitment from most members. CWEF is governed by a volunteer board of directors with an executive committee and committee chairs.

Edukate, Inc. develops a financial health product solution. It allows users to track, manage, and report financial management. The company was founded by Chris Whitlow and is headquartered in Orlando, FL.

Abe AI, Inc. develops artificial intelligence solutions for financial institutions. It offers conversational banking experiences in all voice and messaging channels. The company was founded by Rob Guilfoyle and Keith Armstrong in 2016 and is headquartered in Orlando, FL.

Thomson Reuters America Corp. provides transcript and evidence management software. The company was founded by Graham Smith-Bernal and is headquartered San Francisco, CA.

S&P Dow Jones Indices provides index-based concepts, data, and research to the financial market. Its stock market indices are used as benchmarks and as the basis of investable products, such as exchange-traded funds, mutual funds, and structured products. The company was founded in July 2012 and is headquartered in New York, NY.

The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security.