Search Results for: relationship management

Cortland Hires Jason Kern as President of Investment Management
Investment Services Investments News

Cortland Hires Jason Kern as President of Investment Management

Fintech News Desk
by Fintech News Desk0
Cortland, a vertically integrated, multifamily real estate investment, development, and management company, has appointed Jason Kern President of Investment Management, a new role created to support the firm’s continued growth in the United States and overseas. Latest Fintech Insights: Nexbloc and Arcade Network Partner to Bring Blockchain Domains to Gaming in the Metaverse Kern......
The Halifax Group Invests in Case Facilities Management Solutions, a Leading Provider of Snow Management and Commercial Landscaping Services
Fintech Investment Services News

The Halifax Group Invests in Case Facilities Management Solutions, a Leading Provider of Snow Management and Commercial Landscaping Services

Fintech News Desk
by Fintech News Desk0
The Halifax Group (“Halifax“) announced it has completed an investment in Case Facilities Management Solutions (“Case FMS” or “the Company”), a leading provider of snow & ice management and commercial landscaping services across the United States. Case provides its industry leading services to some of the largest multi-site commercial customers......
BNY Mellon Wealth Management Expands Miami Office With Five New Hires
Fintech News

BNY Mellon Wealth Management Expands Miami Office With Five New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Miami office with five new additions including Gina Smurro as senior client strategist, Sebastien Gault as family wealth advisor, Tamara Oswald as associate wealth manager, Jessica Diaz as analyst, global insights lab and Francesca Tabak as analyst, private banking. They are all based in Miami and report to Laura Kaplan, market president, Miami. Latest Fintech Insights: Ara Partners Promotes James Wang......
Penserra Announces Partnership With BlackRock To Provide Dedicated Cash Management Share Classes
Fintech News

Penserra Announces Partnership With BlackRock To Provide Dedicated Cash Management Share Classes

Fintech News Desk
by Fintech News Desk0
Penserra, a certified Minority-Business Enterprise (MBE), is pleased to announce the launch of new dedicated share classes offered by BlackRock Global Cash Management.  These share classes of the BlackRock Liquid Environmentally Aware Fund (PSLXX) and the BlackRock Liquid Federal Trust Fund (PSBXX) will be available exclusively for clients of Penserra......
Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region
Capital Markets Fintech News

Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region

Fintech News Desk
by Fintech News Desk0
Wilmington Trust announced it has expanded its Delaware Wealth Management team with the hiring of Senior Investment Advisor Albert (A.J.) McCrery IV, and Senior Fiduciary Advisor Claire Schissler. Latest Fintech Insights: Zaggle Appoints Sathish N As Chief Product Officer These hires are two of many that Wilmington Trust recently announced across......
NFP Expands Risk Management and Complex Risk Practice with Addition of John Barrett
News Risk Management

NFP Expands Risk Management and Complex Risk Practice with Addition of John Barrett

Fintech News Desk
by Fintech News Desk0
Industry veteran brings senior leadership experience, risk management and complex property expertise to P&C Specialty division NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement, and individual solutions, announced John Barrett has joined the company as a senior vice president, U.S. Complex Risk, in......
Lev Partners With AppFolio Investment Management To Provide Instant Commercial Real Estate Financing Quotes
Fintech Investment Services Investments News

Lev Partners With AppFolio Investment Management To Provide Instant Commercial Real Estate Financing Quotes

Fintech News Desk
by Fintech News Desk0
WIth Lev’s API integrated into the AppFolio Investment Management user experience, customers now have an end-to-end financing solution at their fingertips Lev, the commercial real estate financing platform, and AppFolio Investment Management, a cloud-based software solution for real estate investment managers, have announced a partnership to enable real-time commercial real estate......
Tyler Technologies Extends 17-Year Relationship For Digital Government and Payment Solutions In The State of Colorado
Digital Payments Fintech News Technology

Tyler Technologies Extends 17-Year Relationship For Digital Government and Payment Solutions In The State of Colorado

Fintech News Desk
by Fintech News Desk0
Award-winning digital government service delivery to continue for Colorado Tyler Technologies, Inc. announced that the Colorado Statewide Internet Portal Authority (SIPA), on behalf of the state of Colorado, has signed a contract extension for Tyler’s award-winning digital government and payments services. Latest Fintech Insights: CellPoint Digital Secures $25 Million Investment To......
Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience
Fintech Investment Services News

Baskin Wealth Management Selects Appway to Streamline Client Onboarding Experience

Fintech News Desk
by Fintech News Desk0
Appway’s onboarding solution, purpose-built for the Canadian market, will allow Baskin Wealth Management to rapidly deliver a new-and-improved experience to its clients and relationship managers Appway, the leader in onboarding solutions for financial services, announced that Baskin Wealth Management has selected Appway’s Client Onboarding for Wealth solution. This solution is purpose-built for......
Headstrong Project Inc. Announces Two-Year Investment from The Harry and Jeanette Weinberg Foundation, Generating Greater Access to Mental Health Treatment for Service Members, Veterans, and Family Members in the Baltimore Area
Mortgage News

HomeBinder and Own Up Announce Strategic Partnership to Strengthen Borrower Relationships With Lenders, Real Estate Agents and Home Pros

Fintech News Desk
by Fintech News Desk0
HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, home inspectors, Realtors and other authorized professionals, announced a strategic partnership with Boston-based Own Up to support homeowners who receive HomeBinder from a non-mortgage industry business, such as a home inspector or insurance agent. Together, HomeBinder and Own......
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