Search Results for: financial success

Carrier to Offer Cooling-as-a-Service for the FNB Financial Center
Finance News

Carrier to Offer Cooling-as-a-Service for the FNB Financial Center

Fintech News Desk
by Fintech News Desk0
Carrier solution will enable a high-efficiency HVAC system, reliable and resilient long-term operations and productive cost performance backed by Carrier expertise Carrier Global Corporation the leading global provider of healthy, safe, sustainable and intelligent building and cold chain solutions, has entered into an agreement with Office Partners XXIII Block G1 LLC......
6 Credit Unions Renew with Bankjoy After Successful Conversion
Banking News

6 Credit Unions Renew with Bankjoy After Successful Conversion

Fintech News Desk
by Fintech News Desk0
As consumers rapidly change how and where they bank, credit unions maintain commitment to modernized digital experiences After recently converting 16 credit unions to its end-to-end digital service ecosystem, Bankjoy has renewed with six additional credit unions, pointing to credit unions’ commitment to delivering superior, modern digital experiences Latest Fintech News: APFusion Raises......
NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers
Finance News

NorthRock Partners Launches NorthRock X, Financial and Lifestyle Advisory Firm Dedicated to Supporting Athletes and Entertainers

Fintech News Desk
by Fintech News Desk0
NBA Legend Tony Parker to Continue as Founding Partner, Veteran Sports Business Executive Aaron Ryan Named President NorthRock Partners is announcing NorthRock X, a new division of NorthRock dedicated to supporting athletes and entertainers through a first of its kind Personal Office® and suite of financial and lifestyle services. NorthRock X......
NewAge, Inc. Announces Departure of Chief Financial Officer and Appointment of Principal Financial Officer
Finance News

NewAge, Inc. Announces Departure of Chief Financial Officer and Appointment of Principal Financial Officer

Fintech News Desk
by Fintech News Desk0
NewAge, Inc. announced that Kevin Manion, Chief Financial Officer, departed the Company as of July 1, 2022. Lawrence Perkins, who along with his firm SierraConstellation Partners LLC have been engaged to provide Chief Restructuring Officer (CRO) and other services to the Company, will assume the role of the Company’s principal financial......
Lucinity Raises $17 Million in a Series B Funding Round to Provide Banks With Productivity Tools to Fight Financial Crime
Fintech Funding News

Lucinity Raises $17 Million in a Series B Funding Round to Provide Banks With Productivity Tools to Fight Financial Crime

Fintech News Desk
by Fintech News Desk0
Lucinity is using the proceeds to accelerate growth and geographic coverage for its unique Human AI technology Lucinity announced the closing of a $17 million Series B investment round, led by Keen Venture Partners and joined by Experian and its major existing investors, Crowberry Capital, Karma Ventures, and byFounders. Latest Fintech News: Asa Named as a Winner in the......
Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners
Finance News

Simplicity Group Agrees to Acquire LifePro Financial Services and Will Welcome Heather Ulz and Ben Nevejans as Partners

Fintech News Desk
by Fintech News Desk0
The Simplicity Group (“Simplicity”) announced that it has entered into a definitive agreement to acquire LifePro Financial Services, Inc. (“LifePro”), a San Diego-based financial products distribution business serving independent financial professionals across the country with a range of financial planning and sales and marketing supports. The agreement with LifePro marks......
Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power
Finance News

Edward Jones Financial Advisors Rate Firm Highest in Overall Employee Advisor Satisfaction, According to J.D. Power

Fintech News Desk
by Fintech News Desk0
Financial services firm Edward Jones has been ranked highest in the employee advisor segment of the J.D. Power 2022 U.S. Financial Advisor Satisfaction Study. Latest Fintech News: NICE Actimize Recognized as a Leader for Anti-Money Laundering Solutions Receiving Highest Scores Possible in 19 Criteria Based on responses from Edward Jones financial......
PyraMax Bank Joins Cetera Financial Institutions
Banking News

PyraMax Bank Joins Cetera Financial Institutions

Fintech News Desk
by Fintech News Desk0
PyraMax Bank departs LPL, choosing Cetera for its hands-on management and growth strategy Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has welcomed Milwaukee-area PyraMax Bank to its Cetera Financial Institutions community. Together, the organizations will expand PyraMax Bank’s menu of investment services and seek to......
Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor
Finance News

Bleakley Financial Group Announces the Evolution of Their Business to an Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Bleakley Financial Group (Bleakley), is pleased to announce that it has become an independent Registered Investment Advisor (RIA). Since 2015, Bleakley has been affiliated with Private Advisor Group, one of the largest and fastest-growing independent wealth management firms in the country.* Private Advisor Group was selected as the preferred partner and RIA of choice to provide regulatory, compliance,......
Expel Names Rick Hasselman as Chief Financial Officer
Finance News

Expel Names Rick Hasselman as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Finance Leader with Nearly 30 Years of Experience in Tech Organizations Joins Expel to Help Fuel Growth Expel, the managed security provider that aims to make security easy to understand, use and improve, announced the addition of Rick Hasselman to the leadership team as the company’s Chief Financial Officer (CFO).......
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