Search Results for: financial

AVAX One Announces Financial Leadership Change
Finance News

AVAX One Announces Financial Leadership Change

GlobeNewswire
AVAX One Technology Ltd. (Nasdaq: AVX) (“AVAX One” or the “Company”), today announced the departure of Chief Financial Officer (“CFO”) Chris Polimeni, effective August 17, 2026. Stephanie Brady, the Company’s Controller, has been promoted to Chief Accounting Officer and will oversee the Company’s financial reporting function. Stephanie has over 30......
PitCrew Cuts AI Guesswork From Financial Compliance With AWS Automated Reasoning
Finance Fintech News

PitCrew Cuts AI Guesswork From Financial Compliance With AWS Automated Reasoning

PR Newswire
The approach turns hours of manual compliance checks into minutes, with a full explanation behind every result. PitCrew is a purpose-built agentic AI platform for financial services operations. It verifies its AI agents’ decisions against regulations and firm policy using mathematical proof rather than a confidence score, built on Automated......
Kestra Financial Appoints Kelly Apple as Next Head of Wealth Management
Finance Investments News

Kestra Financial Appoints Kelly Apple as Next Head of Wealth Management

Business Wire
Experienced financial services executive selected following a strategic search for a leader to advance Kestra’s evolving wealth management strategy Kestra Financial, an industry-leading wealth management platform, announced the appointment of Kelly Apple as Head of Wealth Management. The appointment follows a strategic search to identify the leader who will guide......
United Community Names Tom Speir as New Chief Financial Officer
Banking Finance News

United Community Names Tom Speir as New Chief Financial Officer

GlobeNewswire
Seasoned banking executive brings deep financial, M&A, and investor relations experience to support United’s continued growth United Community (NYSE: UCB) today announced that Tom Speir has been named executive vice president and chief financial officer. Speir brings more than two decades of financial experience, including balance sheet management, M&A, strategic......
Columbia Financial, Inc. Announces Completion of Freehold Bank Acquisition
Banking Finance News

Columbia Financial, Inc. Announces Completion of Freehold Bank Acquisition

GlobeNewswire
Columbia Bank MHC, Columbia Financial, Inc. (Nasdaq: CLBK) (the “Company”) and Columbia Bank (collectively, “Columbia”) today announced that Columbia has completed its acquisition of Freehold MHC, Freehold Bancorp and Freehold Bank (the “Merger”) pursuant to the Agreement and Plan of Merger, dated as of June 17, 2021, by and between......
Arden Appoints Brad Perilman as Chief Financial Officer
Fintech InsurTech News

Arden Appoints Brad Perilman as Chief Financial Officer

Business Wire
Industry veteran joins alongside Chief Accounting Officer James Conway as Arden continues to strengthen its executive leadership team Arden Insurance Services LLC, a high-growth, tech-enabled managing general underwriter (MGU), announced the appointment of Brad Perilman as Chief Financial Officer. Perilman brings more than 20 years of leadership experience across the......
AdvisorFinder Launches ‘Intelligence’ to Help Financial Advisors Improve Their Online Presence
Artificial Intelligence Finance News

AdvisorFinder Launches ‘Intelligence’ to Help Financial Advisors Improve Their Online Presence

Business Wire
New platform helps advisors measure and improve visibility across ChatGPT, Claude, Gemini and Perplexity as client discovery habits shift beyond traditional search AdvisorFinder, the modern organic growth platform for financial advisors, announced the launch of AdvisorFinder Intelligence, a new platform designed to help advisors see and understand exactly how they......
Monza Financial Inc. Registers with U.S. FinCEN as an Official Money Services Business
Finance News

Monza Financial Inc. Registers with U.S. FinCEN as an Official Money Services Business

EIN Presswire
Monza Financial Inc., an affiliate of Monza Bank Holdings is licensed to operate certain financial services in all 50 US states under MSB number 31000335047631 Monza Bank Holdings, a global financial services platform serving family offices, fund managers, high net worth individuals and institutional clients worldwide, is pleased to announce......
Questflow Unveils Brand Evolution as AI Finance Agent, Advancing “Financial Intelligence for All
Finance Investment Services News

Questflow Unveils Brand Evolution as AI Finance Agent, Advancing “Financial Intelligence for All

GlobeNewswire
Questflow is building a “financial Codex” that turns professional investment strategies into transparent, configurable, and executable AI Finance Agents, giving investors broader access to expert financial intelligence while keeping them in control of their capital. Questflow today announced a major brand evolution, repositioning the company as a platform for AI......
NowVertical Appoints Philip Jones as Chief Financial Officer
Finance News

NowVertical Appoints Philip Jones as Chief Financial Officer

GlobeNewswire
NowVertical Group Inc. (TSX-V: NOW) (“NowVertical” or the “Company”), a data and AI solutions and services provider, today announced a change in financial leadership, with Philip Jones being appointed as Chief Financial Officer. Prior to his appointment as CFO, Mr. Jones joined NowVertical in June 2026 as an advisor to......
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