Search Results for: Financial Advisor

RFG Advisory Enters into Collaboration with CreoValo, the Industry's First Outsourced Investment Bank Referral Service
Banking News

RFG Advisory Enters into Collaboration with CreoValo, the Industry’s First Outsourced Investment Bank Referral Service

Fintech News Desk
by Fintech News Desk0
CreoValo’s proprietary database of 6,000 investment banks will help RFG advisors identify investment bankers who can best serve the needs of their clients. RFG Advisory “RFG”, an innovative and fast-growing platform for independent advisors, has entered into a collaboration with CreoValo, the industry’s first outsourced investment bank referral service for......
BlackSky Promotes Henry Dubois to Chief Financial Officer, Company Reaffirms 2022 Revenue Guidance
Finance News

BlackSky Promotes Henry Dubois to Chief Financial Officer, Company Reaffirms 2022 Revenue Guidance

Fintech News Desk
by Fintech News Desk0
Recent contract wins validate BlackSky’s platform, positions Company for long-term growth BlackSky Technology Inc. has promoted Henry Dubois to the position of Chief Financial Officer effective June 10, 2022. Dubois joined BlackSky as chief development officer in August 2021 to lead the company’s growth and corporate development initiatives after having served......
AGCO Announces Chief Financial Officer Succession
Finance News

AGCO Announces Chief Financial Officer Succession

Fintech News Desk
by Fintech News Desk0
AGCO, Your Agriculture Company a worldwide manufacturer and distributor of agricultural equipment, infrastructure and precision ag technology, announced today that its Board of Directors has appointed Damon Audia to succeed Andy Beck as Senior Vice President and Chief Financial Officer (CFO) effective July 1, 2022. Mr. Audia joins AGCO from......
West Coast Bank Advisor Team Joins Newcleus
Banking News

West Coast Bank Advisor Team Joins Newcleus

Fintech News Desk
by Fintech News Desk0
A west coast Bank Advisor team has joined Newcleus, a company that designs, administers and services creative compensation, benefit, investment and finance strategies. Regional Managing Directors Larry Rowley and Leland Rowley and Regional Support Associate Jennifer Freeman will amplify Newcleus’ expertise in benefits planning and bank-owned life insurance (BOLI). Latest......
CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice
Finance News

CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP as Director of Knowledge for Practice

Fintech News Desk
by Fintech News Desk0
The CFP Board Center for Financial Planning announced that it has named psychologist and financial educator Matt Goren, Ph.D., CFP® as its Director of Knowledge for Practice, effective June 27. In this role, Goren will lead the development, curation and dissemination of financial planning knowledge to strengthen the academic foundations for......
BNY Mellon's Pershing Reimagines Future of Financial Advice with Bigger
Finance News

BNY Mellon’s Pershing Reimagines Future of Financial Advice with Bigger

Fintech News Desk
by Fintech News Desk0
BNY Mellon’s Pershing (“Pershing”) celebrates the bright future of financial advice this week at their flagship INSITE conference, together with business leaders, industry advocates and next generation talent. An action-packed agenda will serve up interactive networking, workshops and a dedicated recruiting session with leading wealth management and advisory firms. Latest......
Manufactured Housing Properties Appoints Financial Services Industry Veteran Bill Boscow as Executive Vice President, Capital Markets
Finance News

Manufactured Housing Properties Appoints Financial Services Industry Veteran Bill Boscow as Executive Vice President, Capital Markets

Fintech News Desk
by Fintech News Desk0
Manufactured Housing Properties Inc. (OTC: MHPC), a leading owner and operator of manufactured housing communities, announced today that Bill Boscow has joined the firm as executive vice president, capital markets. Latest Fintech News: EcoVadis Secures $500Million Investment to Usher in New Era of Sustainability-Led Business Decisions “Bill is a great addition to......
ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities
Business News

ISG Launches Advisory Business to Help Clients Explore and Prepare for Web3, Metaverse Opportunities

Fintech News Desk
by Fintech News Desk0
ISG will advise clients on strategies, business models and technology Information Services Group (ISG)a leading global technology research and advisory firm, said today it is launching a new advisory business to help clients understand the technology and business implications of Web3 and the metaverse, the next phase of the internet’s......
Calastone Appoints Nick Parsons as Chief Technology Officer
Finance News

Cairn Real Estate Holdings Expands Leadership Team Appoints Eric Flohr as Chief Operating Officer and Jeff Feltch as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Cairn Real Estate Holdings, have announced the appointment of Eric Flohr as Chief Operating Officer and Jeff Feltch as Chief Financial Officer. Cairn Real Estate Holdings, have announced the appointment of Eric Flohr as Chief Operating Officer and Jeff Feltch as Chief Financial Officer. The expansion of the executive-level leadership......
oXYGen Financial, Inc. Opens New Location in Mount Pleasant, South Carolina Anthony Seifert Will Be Managing Director
Finance News

oXYGen Financial, Inc. Opens New Location in Mount Pleasant, South Carolina Anthony Seifert Will Be Managing Director

Fintech News Desk
by Fintech News Desk0
Atlanta-based oXYGen Financial, one of the pioneers of Generation X and Y financial services, is opening another new location in Mount Pleasant, South Carolina. oXYGen Financial now has ten locations with another one on the way, and has more than 2.2 billion dollars under advisement across its offices. Latest Fintech......
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