Search Results for: Vice President

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services
Finance News

Highland Wealth Partners Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that financial advisors Richard DeYoung and Jessica Boehm have launched a new independent practice, Highland Wealth Partners, through affiliation with LPL Strategic Wealth Services, a platform designed to support the unique needs of breakaway advisors. DeYoung and Boehm reported to LPL that they served approximately $280 million in......
CU Direct Connect Changes Name to Origence Lending Services, Experiences 105% Growth in Credit Union Funded Loans in 2021
Lending News

CU Direct Connect Changes Name to Origence Lending Services, Experiences 105% Growth in Credit Union Funded Loans in 2021

Fintech News Desk
by Fintech News Desk0
CU Direct Connect, an industry leader in lending operations support solutions, announced it has changed its name to Origence Lending Services, a CU Direct brand. The new name reflects the evolution of the company, while also more closely aligning its products and services with the Origence brand, providing Origence a more......
First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services
Banking News

First Financial Introduces Yellow Cardinal Advisory Group with Expanded Wealth Management Services

Fintech News Desk
by Fintech News Desk0
First Financial Bank is announcing a new name for its Wealth Management division – Yellow Cardinal Advisory Group, reflecting the group’s deep expertise, unique blend of sophisticated solutions, and the spirit of individuality that characterizes its clients. Yellow Cardinal’s debut also includes the launch of expanded capabilities in business succession......
The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics
Analytics Finance News

The Financial Services Network Hires Joel Gourdin as Their First VP of Portfolio Consulting and Analytics

Fintech News Desk
by Fintech News Desk0
The Financial Services Network (The Network) is delighted to announce that Joel Gourdin has joined their team as the newly minted Vice President of Portfolio Consulting (PC) and Analytics. Gourdin joined the team from the Principal Financial Group, where he spent three years as Director of Portfolio Analytics The Financial......
CO-OP Financial Services Rebrands as Co-op Solutions
Fintech News

CO-OP Financial Services Rebrands as Co-op Solutions

Fintech News Desk
by Fintech News Desk0
The Cooperative Partner for Credit Unions Driving Solutions for Their Growth and Prosperity; Co-op Built to “Make Every Experience Matter” CO-OP Financial Services is now Co-op Solutions, the company announced at the CUNA Governmental Affairs Conference (GAC). The company’s rebranding, including a new name, corporate tagline and logo, represents Co-op’s......
Glia Partners with Over 150 Credit Unions to Deliver Digital Member Service
Credit Bureaus Digital News

Glia Partners with Over 150 Credit Unions to Deliver Digital Member Service

Fintech News Desk
by Fintech News Desk0
Growing number of credit unions leverage Glia’s Digital Member Service platform to boost efficiencies and improve the member and employee experience Glia, a leading provider of Digital Customer Service, announced  that more than 150 credit unions selected its Digital Member Service platform to transform how they engage with members in a......
ERMProtect Adds Cryptocurrency Investigations and Compliance Services
Cryptocurrency News

ERMProtect Adds Cryptocurrency Investigations and Compliance Services

Fintech News Desk
by Fintech News Desk0
The new Cryptocurrency Investigations and Compliance services positions the firm to help law enforcement agencies, financial institutions, and private clients lift the veil on crypto transactions ERMProtect Cybersecurity Solutions is proud to announce that it is adding Cryptocurrency Investigations and Compliance to its service line. The new service positions the......
Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services
Finance News

Inaugural Women Working in Wealth Summit Hosted by the American College Center for Women in Financial Services

Fintech News Desk
by Fintech News Desk0
Introducing Women Working in Wealth Award to honor women who inspire, mentor, and strive to advance other women in financial services The American College Center for Women in Financial Services will host its inaugural Women Working in Wealth Summit and Awards Ceremony live in New York City on International Women’s Day, Tuesday,......
Navigator Credit Union Chooses Lumin Digital to Provide Digital Banking Services
Banking News

Navigator Credit Union Chooses Lumin Digital to Provide Digital Banking Services

Fintech News Desk
by Fintech News Desk0
Lumin Digital, a PSCU company, announced that Navigator Credit Union (Navigator) has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. Lumin Digital will support over 45,000 Navigator members when the credit union goes live on its platform in August 2022. Navigator, the largest state-chartered......
Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
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