Search Results for: Ryan

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network
Investments News

EP Wealth Advisors Adds Veteran Financial Services Industry Marketer Jim Mocci to Support Growing Advisory Network

Fintech News Desk
by Fintech News Desk0
Former Fisher and BlackRock Exec to Lead Enhancement of Marketing Platform Aimed to Benefit Growing Firm, Client Experience EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized advice through integrated financial planning, investment management, and tax and estate planning,......
TranSigma Delivers More Than $7Million in Annualized Free-cash-flow Savings for Our Client in First of Many Celonis-supported Use Cases
Finance News

TranSigma Delivers More Than $7Million in Annualized Free-cash-flow Savings for Our Client in First of Many Celonis-supported Use Cases

Fintech News Desk
by Fintech News Desk0
TranSigma Consulting, an agile business transformation consulting firm, is leveraging Celonis to deliver accelerated value for their clients. Latest Fintech News: Financial Services Companies Early Adopters of Idomoo’s Advanced Interactive Video Technology “Through our partnership with Celonis, we have enabled our clients to maximize value realization by facilitating tool adoption supported......
EagleBank Provides $48Million in Acquisition Financing to Montgomery County Housing Opportunities Commission
Finance News

EagleBank Provides $48Million in Acquisition Financing to Montgomery County Housing Opportunities Commission

Fintech News Desk
by Fintech News Desk0
Funding will finance three multifamily properties located in Bethesda, MD EagleBank, one of the largest community banks in the Washington, D.C. area, announced it provided $48,450,000 in acquisition financing to Montgomery County Housing Opportunities Commission (“HOC”) for three multifamily properties located in the Woodmont Triangle area of downtown Bethesda. The......
Southwestern Graduate School of Banking Foundation Hosts SWGSB 65th Session
Banking News

Southwestern Graduate School of Banking Foundation Hosts SWGSB 65th Session

Fintech News Desk
by Fintech News Desk0
Three hundred participants from around the country and two from Belize are advancing their banking industry leadership skills during the 65th session of the Southwestern Graduate School of Banking (SWGSB) at SMU. The SWGSB Foundation, headquartered at the Cox School of Business on the campus of Southern Methodist University, kicked off......
Liquidity Financial Partners with Zero Hash to Launch Crypto Rewards
Finance News

Liquidity Financial Partners with Zero Hash to Launch Crypto Rewards

Fintech News Desk
by Fintech News Desk0
Liquidity Financial, a credit-card-as-service fintech startup based in Los Angeles, California, announced its partnership with Zero Hash, a leader in B2B2C digital assets infrastructure solutions. Liquidity Financial is leveraging Zero Hash’s crypto rewards API-driven infrastructure to natively offer their customers the ability to earn crypto rewards on any credit or......
Onuu, Financial Security Platform, Surpasses 100k+ Waitlist in Less Than 30 Days
Finance News Security

Onuu, Financial Security Platform, Surpasses 100k+ Waitlist in Less Than 30 Days

Fintech News Desk
by Fintech News Desk0
The milestone demonstrates rapid growth and high demand for Onuu’s financial security products Onuu, an all-in-one banking and insurance solution, announced a new milestone of surpassing 100k subscribers on its waitlist ahead of launching this summer. Made for and by Americans of modest means, Onuu offers a personalized membership, uniquely......
Berkshire Bank Selects Salt Security for API Security as its Business Operations Scale
News Security

Berkshire Bank Selects Salt Security for API Security as its Business Operations Scale

Fintech News Desk
by Fintech News Desk0
Salt Security allows Berkshire Bank to accurately capture, catalog, and secure its growing API activity Salt Security, the leading API security company, today announced that Berkshire Bank, a leading socially responsible community bank with office locations in New England and New York, has selected the Salt Security API Protection Platform to secure its......
Heritage Bank announces new commercial and relationship banking teams in Vancouver, Washington; Portland and Eugene, Oregon
Banking News

Heritage Bank Announces New Commercial and Relationship Banking Teams in Vancouver, Washington; Portland and Eugene, Oregon

Fintech News Desk
by Fintech News Desk0
Heritage Bank, a subsidiary of Heritage Financial Corporation, is pleased to announce the addition of new commercial and relationship banking teams in Vancouver, Washington; Portland and Eugene, Oregon. The teams include a regional manager, three team leaders, banking officers, credit analysts and additional support staff dedicated to helping commercial, small business and nonprofit customers......
Citi Hires Veteran-Owned Firms Exclusively to Lead Manage Recent $2.0 Billion Bond Issuance
Fintech News

Citi Hires Veteran-Owned Firms Exclusively to Lead Manage Recent $2.0 Billion Bond Issuance

Fintech News Desk
by Fintech News Desk0
Citi announced that it worked exclusively with Veteran-owned firms to syndicate a $2.0 billion bond issuance in the spirit of the upcoming Memorial Day holiday, underscoring Citi’s long-standing commitment to providing opportunities to the Veteran community. “We continue to receive positive investor feedback supporting the use of diverse syndicates for......
POSaBIT Appoints Julie Solomon as Chief Revenue Officer
Fintech News

POSaBIT Appoints Julie Solomon as CRO to Accelerate Next Phase of Growth

Fintech News Desk
by Fintech News Desk0
Key Hire Adds FinTech Expertise and Sales Leadership POSaBIT Systems Corporation, the leading provider of payments infrastructure in the cannabis industry, announced the appointment of Julie Solomon, Ph.D. as the company’s Chief Revenue Officer. Ms. Solomon joins POSaBIT from Synctera, a leading FinTech banking provider, where she served as the company’s Chief......
1