Search Results for: Financial Advisor

Safehold Names Brett Asnas As Chief Financial Officer
Finance News

Safehold Names Brett Asnas As Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Safehold Inc. announced that Brett Asnas has been promoted to the role of Chief Financial Officer at iStar Inc., Safehold’s founder, largest shareholder and external manager. He has also been appointed as Safehold’s Chief Financial Officer. Mr. Asnas has been with iStar for over 12 years, most recently in the......
BTIG Expands Investment Banking Group With Head Of Financial Institutions Alex Alden
Banking Investment Services News

BTIG Expands Investment Banking Group With Head Of Financial Institutions Alex Alden

Fintech News Desk
by Fintech News Desk0
BTIG announced that Alex Alden has joined the firm as a Managing Director and Head of Financial Institutions and Financial Technology within its Investment Banking division. Mr. Alden will oversee the firm’s efforts to deliver a complete set of advisory and capital solutions to BTIG’s financial services and financial technology......
Stephens Strengthens Consumer Advisory Team With Anthony Donges and Meet Desai Hires
Fintech News

Stephens Strengthens Consumer Advisory Team With Anthony Donges and Meet Desai Hires

Fintech News Desk
by Fintech News Desk0
Stephens, an independent financial services firm, announced the addition of Anthony Donges and Meet Desai to its Consumer advisory practice in London. Messrs. Donges and Desai will assume the roles of Director and Associate Director, respectively. Latest Fintech Insights: FinancialForce Partners With Talent Works To Enhance Employer Brand And Grow Engineering......
MoneyLion to Present at the 23rd Annual Credit Suisse Financial Services Forum on Thursday, February 17, 2022
Finance News

MoneyLion to Present at the 23rd Annual Credit Suisse Financial Services Forum on Thursday, February 17, 2022

Fintech News Desk
by Fintech News Desk0
MoneyLion Inc. (“MoneyLion”) (NYSE:ML), the award-winning digital financial platform, announced that Co-Founder and CEO, Dee Choubey, and Chief Financial Officer, Rick Correia, are scheduled to participate in a fireside chat at the 23rd Annual Credit Suisse Financial Services Forum in Key Biscayne, Florida on Thursday, February 17, 2022, at 1:50 p.m. ET. Management......
Tavant FinDecision Enhances Broker Experience Through Collaboration with PennyMac Financial Services, Inc.
Finance News

Tavant FinDecision Enhances Broker Experience Through Collaboration with PennyMac Financial Services, Inc.

Fintech News Desk
by Fintech News Desk0
Joint implementation features Tavant FinDecision in Dual AUS Offer with Top Mortgage Lender Tavant, a Silicon Valley-based provider of industry-leading digital lending solutions, announced that it is collaborating with PennyMac Financial Services, Inc. (NYSE: PFSI) (Pennymac), one of the largest publicly traded residential mortgage companies in the country. Pennymac has......
OceanFirst Financial Announces Acquisition of Trident Abstract Title Agency
Banking News

OceanFirst Financial Announces Acquisition of Trident Abstract Title Agency

Fintech News Desk
by Fintech News Desk0
OceanFirst Financial Corp., the holding company for OceanFirst Bank N.A., announced the Company has signed an agreement to acquire a majority interest in Trident Abstract Title Agency, LLC with the right to acquire 100%. The transaction is expected to close on March 1, 2022. Upon closing, Trident will operate as......
Leading-Edge Financial Services Litigator Joins Paul Hastings in Washington, D.C., Advancing Investigations and Fintech Growth
Fintech News

Leading-Edge Financial Services Litigator Joins Paul Hastings in Washington, D.C., Advancing Investigations and Fintech Growth

Fintech News Desk
by Fintech News Desk0
Paul Hastings LLP, an elite global law firm, announced that standout financial services litigator Laurel Loomis Rimon has joined the firm as a partner, based in Washington, D.C. Ms. Rimon joins from O’Melveny, where she co-chaired the Fintech practice. Her arrival adds further momentum to the strong growth of the firm’s leading......
Morningstar Launches Wealth Management Solutions Group to Connect Capabilities for Advisors
Fintech News

Morningstar Launches Wealth Management Solutions Group To Connect Capabilities For Advisors

Fintech News Desk
by Fintech News Desk0
New business unit, fortified with newly hired executives, unites capabilities across Morningstar Morningstar, Inc., a leading provider of independent investment research, announced the creation of a new business unit focused on the wealth management segment. Latest Fintech Insights: Paysend Expands Reach Of Cross Border Money Transfers For Customers With Visa Direct......
TAP Financial's Fulfillment Division Closes First Funding Tranche for Mytown Technologies
Finance News

TAP Financial’s Fulfillment Division Closes First Funding Tranche for Mytown Technologies

Fintech News Desk
by Fintech News Desk0
The initial round of financing from TAP will enable Mytown, a technology solutions firm, to access much needed growth capital to continue its expansion throughout the United Kingdom. TAP Financial Partners, a privately-held, boutique merchant bank, has completed an initial round of financing for London-based Mytown Technologies Ltd. The agreement......
LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman
Fintech News

LPL Financial Welcomes Father-Son Team, Steve and Jeremy Friedman

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that father and son financial advisors Steve and Jeremy Friedman have joined LPL Financial’s broker-dealer, hybrid registered investment advisor (RIA) and custodial platforms, aligned with Silverleaf Wealth Management, an existing LPL firm. The father-son team joins from Raymond James and reported to LPL it served approximately......
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