Search Results for: Financial Advisor

Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region
Finance News

Capitol Securities Welcomes Jason T Ferree to our Wilmington, NC Region

Fintech News Desk
by Fintech News Desk0
Capitol Securities Management, Inc. is pleased to welcome Jason T. Ferree to our firm from Wells Fargo Advisors. With 23 years of experience in financial services, Jason is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience – throughout......
Bentley Collaborates with KPMG to Transform Accounting with Analytics
Analytics Blockchain News

Bentley Collaborates with KPMG to Transform Accounting with More Analytics

Fintech News Desk
by Fintech News Desk0
The advent of big data, analytics, blockchain and machine learning is creating exciting changes in the field of accounting — and requiring new skills. Bentley University is working with Big Four accounting firm KPMG to develop curriculum for a new Master’s in Accounting program with a focus on analytics. Launching in fall......
FormFree’s AccountChek Joins Forces With Freddie Mac for Industry’s First Automated Assessment of Direct Deposit Income
Mortgage News

FormFree’s AccountChek Joins Forces With Freddie Mac for Industry’s First Automated Assessment of Direct Deposit Income

Fintech News Desk
by Fintech News Desk0
FormFree announced that its AccountChek digital asset verification service will support a first-of-its-kind solution from Freddie Mac that allows mortgage lenders to assess a prospective homebuyer’s income using direct deposit data. Available to mortgage lenders nationwide, Freddie Mac’s Loan Product Advisor® (LPASM) asset and income modeler (AIM) solution fulfills mortgage verification of assets (VOA) and......
Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel
Finance News

Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel

Fintech News Desk
by Fintech News Desk0
Tech expert brings an extensive background in scaling innovation, product development and growth strategy to his role Carson Group, one of the fastest-growing financial services firms in the country, has hired Nimesh Patel to fill the newly created role of Chief Technology Officer (CTO). A technology veteran with more than 20 years......
Qolo Appoints Steve Zelinger as First General Counsel
Fintech News

Omnichannel Payment Platform Qolo Appoints Steve Zelinger as First General Counsel

Fintech News Desk
by Fintech News Desk0
Zelinger most recently served as founding General Counsel at Hyperloop Transportation Technologies Inc., and Flux Financial, Inc., and brings decades of experience in the start-up and fintech sectors as well as at established leaders such as Visa Qolo, the omnichannel payments platform for Fintech, announced the appointment of its first......
Jetty Announces Equity Investment from Wilshire Lane Capital and Morgan Properties
Investment Services News

Jetty Announces Equity Investment from Wilshire Lane Capital and Morgan Properties

Fintech News Desk
by Fintech News Desk0
Investment further strengthens Jetty’s partnership with leading property owner / manager Jetty, the financial services company on a mission to make renting a home more affordable and flexible, announced a multi-million dollar investment from Wilshire Lane Capital, a new PropTech-focused fund which is anchored by Morgan Properties, the second largest......
Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team
Banking News

Comerica Bank Selects Derric Hicks to Lead South Dallas Business Banking Team

Fintech News Desk
by Fintech News Desk0
Comerica Incorporated announced that Derric Hicks has been named the Group Manager for its new South Dallas Business Banking team. He will report to Dallas Market President Amanda Mahaney. Hicks, who has more than 20 years of experience in banking, will lead a team that will serve the southern sector of Dallas with a......
Circle Collaborates with Bowie State & Rhodes Universities' Entrepreneurial and Technological Empowerment Program
Fintech News

Circle Collaborates with Bowie State & Rhodes Universities’ Entrepreneurial and Technological Empowerment Program

Fintech News Desk
by Fintech News Desk0
Learning module brings digital financial literacy education and essential fintech entrepreneurialism to the U.S. and South Africa and is Circle’s first Circle Impact engagement Circle Internet Financial, LLC, announced the first in a series of partnerships centered around its Circle Impact digital financial literacy pillar through collaboration with HBCU Bowie State and Rhodes Universities’ joint learning......
Stronghold Launches $100 Million Investment Fund
Blockchain Currency Exchange News

Stronghold Launches $100 Million Investment Fund

Fintech News Desk
by Fintech News Desk0
Stronghold Capital’s investments will expand founder representation and access in fintech innovation Stronghold, a payments and financial infrastructure company, has launched Stronghold Capital to invest $100 Million in pioneering companies and funds across three core areas: overlooked and underrepresented founders and fund managers, the payments and fintech ecosystem, and the......
SIMON Announces Strategic Investment from Citi
Fintech Investment Services News

SIMON Announces Strategic Investment from Citi

Fintech News Desk
by Fintech News Desk0
Citi is the latest market participant to make a strategic investment in SIMON, deepening the partnership between the two firms SIMON Markets LLC, a fintech company that offers an end-to-end digital suite of tools to help financial professionals understand, manage, and analyze complex alternative investment products, announced Citi as its......
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