David Maxfield

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.

Nobel Learning Communities, Inc. provides private education to preschools, elementary, and middle schools. It also operates as an accredited private online school, offering programs for students in kindergarten through twelfth grade. The firm also offers summer camp programs including sports and games, swimming, field trips, arts and crafts, science, and nature. The company was founded in 1984 and is headquartered in West Chester, PA.

Tektronix, Inc. provides test, measurement and monitoring solutions. It provides services for the communications, computer, semiconductor industries, as well as for the military, aerospace, consumer electronics and education sectors. The firm also assists its clients in designing, building, deploying and managing global communications networks, computing and advanced technologies. The company was founded by Melvin Jack Murdock, Glenn Leland, Miles Tippery and Charles Howard Vollum in 1946 and is headquartered in Beaverton, OR.

Moxie Software, Inc. provides on-demand software solutions. The firm provides customer-centric enterprise social software suite that enables companies and organizations to connect employees, customers and partners to engage in business, share knowledge and collaborate and spaces by Moxie is a comprehensive solution that powers more than three billion social interactions per year for leading organizations in consumer services, financial, healthcare, high-tech and media and entertainment. The company was founded by Steven G. Papermaster, Brian K. Magierski and Colby Thames in 2006 and is headquartered in Sunnyvale, CA.

iModules Software, Inc. provides online constituent engagement management for educational institutions. Its interconnected suite of modules transforms how institutions create relevant constituent experiences and achieve fundraising success through web content management, marketing communications, online giving, event management, ecommerce, and social media integration. The company was founded by Thomas R. Palmer in 2002 and is headquartered in Leawood, KS.

Scaled Agile, Inc. provides Scaled Agile Framework (SAFe) for enterprise agility. It specializes in software and systems development knowledgeware. The company was founded by Drew Jemilo and Dean A. Leffingwell in 2011 and is headquartered in Boulder, CO.

aPriori Capital Partners LP (aPriori Capital Partners) is a private equity firm founded in 1985 by Susan C. Schnabel and Colin Taylor. The firm is headquartered in Los Angeles, California.

Quad-C Management Inc (Quad- C Management) is a private equity firm founded in 1989. The firm is headquartered in Charlottesville, Virginia.

Leeds Equity Partners LLC (Leeds Equity Partners) is a private equity firm founded in 1993 by Jeffrey T. Leeds and Bernstein Robert. The firm is headquartered in New York.

Arsenal Capital Management LP (Arsenal Capital) is a private equity subsidiary of Arsenal Capital Group LLC founded in 2000 by Terrence M. Mullen and Jeffrey B. Kovach. The firm is headquartered in New York.

Part of Franklin Covey Co., Covey Leadership Center, Inc. provides consulting services. The company is based in Provo, UT. The company was founded by Stephen R. Covey, Ron McMillan. Covey Leadership Center was acquired by Franklin Covey Co. on June 02, 1997 for $140 million.

Unitus Labs provides micro-financial investment and advisory services. It identifies and fund innovative approaches which provide income-generating opportunities for low-income people in developing countries to earn their way to a better economic future. The company was founded by Joseph W. Grenny, Mike Murray, Robert C. Gay and Tim Stay in 2000 and is headquartered in Orem, UT.

Lightyear Capital LLC (Lightyear Capital) is a private equity subsidiary of Marron & Associates LLC founded in 2000 by Donald Baird Marron. The firm is headquartered in New York.

Evanta Ventures, Inc. facilitates executive events and conferences. It manages conferences tailored toward chief information officers, human resource executives and chief financial officers. The firm offers exclusive leadership forums and educational solutions for executives in the functional areas of technology, security, human resources, finance, and healthcare. The company was founded by Robert L. Dethlefs and is headquartered in Portland, OR.

Elevar Equity LLC (Elevar Equity) is a venture capital firm founded in 2006 by Chris Brookfield, Maya Chorengel, Sandeep Farias and Johanna Posad. The firm is headquartered in Seattle, Washington with additional offices in India, Mexico, Cayman Islands & Mauritius.

Boart Longyear Ltd. engages in the provision of drilling services, drilling equipment, and performance tooling. It operates through the Global Drilling Services and Global Products segments. The Global Drilling Services segment provides services to companies in mining, energy, and other industries. The Global Products segment manufactures and sells drilling equipment and performance tooling to customers in the drilling services and mining industries. The company was founded by Edmund J. Longyear in 1890 and is headquartered in West Valley City, UT.

Friends of the Children operates as a non-profit organization. It provides learning services. The company was founded by Duncan Campbell in 1993 and is headquartered in Portland, OR.

Prosci, Inc. provides change management training programs and tools. It offers tools for managing change, action-oriented framework, research reports, online applications, books, methodology, change management toolkits, hosted software applications and licensing services. It also provides training for change professionals, organizational roles, and onsite training. The company was founded by Jeffrey M. Hiatt in 1994 and is headquartered in Fort Collins, CO.

OptionMetrics LLC provides options databases and analytics. The firm?s data products include ivyDB, OptiGraph, and Signed Volume. The company was founded by David J. Hait in 1999 and is headquartered in New York, NY.

Fleur Edward Financial Education Corp. provides license exam training for the financial services industry. The company was founded in 1988 and is headquartered in Greenwich, CT.

BARBRI, Inc. provides legal education services. It also provides bar review courses, student support and comprehensive support for law students at any stage of legal education. The company was founded by Richard J. Conviser in 1967 and is headquartered in Dallas, TX.

Radiate Media LLC provides traffic reporting services and sells advertising on radio and television stations. The firm offers hyper-local content, traffic information, advertising, and interactive marketplace solutions to television, radio, and print media partners. It provides merchants and national advertisers with an advertising platform to connect them with consumers. The company collects and disseminates traffic information in audio and video formats. It analyzes real-time data from road sensors, traffic cameras, and official accident and incident reports. The company was founded by Christopher M. Rothey and Miles Romney in 2011 and is headquartered in Malvern, PA.

95 Percent Group LLC is an education company that aims to empower teachers by providing them with the knowledge, resources, and support they need to develop strong readers. The company is based in Lincolnshire, IL and has subsidiaries in the United States. The company uses structured literacy approach and integrates professional learning and evidence-based literacy products into one cohesive system that supports consistent instructional routines across tiers. The company's one95™ literacy ecosystem™ is proven and trusted to help students close skill gaps and read fluently. The company was founded in 2005 by Susan L. Hall, C. David Hall, and Brad Lindaas has been the CEO of the company since 2018.

Chalk & Wire Learning Assessment, Inc. engages in the provision of educational support services. The company was founded by Geoff Irvine in 1995 and is headquartered in Ridgeway, Canada.

Educate 360 LLC provides project management training services. It offers project, agile, quality, and information technology management courses. The company was founded by John Smith on 2003 and is headquartered in West Lafayette, IN.

Fulcrum Financial Data LLC provides research, news, and data analytics to the financial and credit information sectors. It offers financial news brands including Covenant Review, LevFin Insights, CapitalStructure and PacerMonitor. The company is headquartered in New York, NY.

Dalton Education LLC provides education solutions in financial planning. It provides Certified Financial Planner (CFP) education and review courses. The firm also provides social media management education program and certificates. The company was founded by Brian J. Dalton and Joseph M. Gillice and is headquartered in Suwanee, GA.

Cobalt Financial Solutions LLC develops, designs and publishes academic and reference texts for financial industry. The company was founded by Michael A. Dalton and is headquartered in Metairie, LA.

EdCentric, Inc. engages in the provision of institutional effectiveness software to educational institutions. The company was founded in 2001 and is headquartered in Buffalo, NY.

Endeavor Schools operates as a holding company. The firm runs schools. It specializes in education management, montessori schools, early learning and childcare, and preschools. The company was founded by Ricardo Campo in 2012 and is headquartered in Miami, FL.

CeriFi LLC provides diversified education, training, and certification services to professionals of financial service markets. The company was founded in 2017 and is headquartered in United States.

The Center For Legal Studies, Inc. engages in the provision of legal studies courses. It offers its courses through live lecture, online, digital versatile disc (DVD), and text-only formats. The company was founded in 1980 and is headquartered in Evergreen, CO.

Business Agility Holdco LP provides organizational services. The company is headquartered in New York, NY.

eLuma LLC is an end-to-end student services provider that offers virtual, school-based solutions to address intervention needs for mental health and special education across a school district's multi-tiered system of support. The company is based in Lehi, UT. The company's innovative service platform and national network of licensed providers make high-quality and cost-effective online therapy accessible. eLuma has been a trusted service partner of nearly 500 K-12 schools and districts since 2011. The company was founded in 2011 by Jeremy Glauser, who has been the CEO since then.

The Association of Certified Financial Crime Specialists (ACFCS) is an American company founded in 2013 that provides broad-based financial crime prevention training and exam preparation. The private company offers online and live training guided by top worldwide experts on the latest industry developments in preparation for the CFCS certification exams. ACFCS is a leading association and provider of practical tools and knowledge to help professionals improve results in financial crime detection and prevention.

Engage2Learn LLC is an American education company founded in 2011 by Shannon Buerk. The company's mission is to make neighborhood public schools the first choice for every family. Engage2Learn works with over 225 districts and 2 million students to transform their staff and create a sustainable culture of success. The company helps increase the competency and capacity of teachers, principals, coaches, and staff to accomplish the goals and priorities that are most important to the school or district. Engage2Learn also helps increase the return on existing technology and curriculum investments.

Part of CeriFi LLC, Bionic Turtle LLC is a financial risk management certification exam preparation provider. The company is based in Rancho Palos Verdes, CA. The company offers affordable resources to students globally, including structured study planners, question sets, notes, videos, interactive quizzes, learning spreadsheets, and an active online community forum. Bionic Turtle is a GARP-approved FRM prep provider serving professionals across the financial services market. The company was founded in 2004 by David Harper, who has been the CEO since then. Bionic Turtle was acquired by CeriFi LLC on March 08, 2021.

Part of CeriFi LLC, CPMI Professional Development, Inc. provides insurance services. The company is based in Alpharetta, GA. CPMI Professional Development was acquired by CeriFi LLC on April 05, 2021. The company was founded in 1998 by Paul Mensinger.

Part of CeriFi LLC, Fast Forward Academy LLC is a company that helps candidates prepare for and pass EA and CPA exams, as well as meet federal and state continuing education requirements. Fast Forward Academy was acquired by CeriFi LLC on August 04, 2021 and is based in Orlando, FL. The company provides personalized learning content, including e-learning textbooks, video lectures, question banks, and practice exams. The company was founded in 2010, and Rain Hughes has been the CEO since then.

Part of CeriFi LLC, Spidell Publishing, Inc. provides tax continuing education seminars, webinars and subscription-based tax publication solutions. The company is based in Anaheim, CA. Spidell Publishing was acquired by CeriFi LLC on January 24, 2022.