Search Results for: senior advisor

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference
Fintech News

Advisor Group Accelerates Digital Transformation Strategy With Launch Of Multiple Tech-enabled Platforms At National Conference

Fintech News Desk
Hybrid ConnectED Event Kicks Off with Rollout of Streamlined, End-to-End Technology-Enabled Journey for Financial Advisors via New Express Onboarding, Upgraded Customer Relationship Management Platform, Advisor Business Hub and Vidyard for Advisor Group Forms Pilot of Financial Planning Jump Start Program for Next-Gen Financial Advisors, Expands Behavioral Financial Advice Training Program......
B. Riley Expands Corporate Advisory & Valuation Services Practice
Finance News

B. Riley Expands Corporate Advisory & Valuation Services Practice

Fintech News Desk
Business Valuation Experts, Dave Bookbinder and Quinn Shearer, join B. Riley Advisory Services B. Riley Financial announced the expansion of its Corporate Advisory and Valuation Services practice with the addition of Dave Bookbinder and Quinn Shearer to B. Riley Advisory Services. Bookbinder and Shearer bring significant business and intangible asset valuation expertise, serving strategic corporate finance......
Antarctica Advisors Acts as Exclusive Investment Banking Advisor to Northern Wind Inc. in its 100% Sale to ACON Investments, LLC
Banking Investments News

Antarctica Advisors Acts as Exclusive Investment Banking Advisor to Northern Wind Inc. in its 100% Sale to ACON Investments, LLC

Fintech News Desk
Antarctica Advisors LLC, the leading Seafood Industry-focused M&A advisory firm, acted as the exclusive investment banking advisor to Northern Wind Inc. (“Northern Wind”), one of the leading scallop processors in the US, in its sale to ACON Investments LLC (“ACON”), a Washington, DC private equity fund with global presence and over $6.0 billion in raised capital. The acquisition......
ISG Offers New Advisory and Risk Management Service to Support Modern Slavery Reporting and Compliance
News Risk Management

ISG Offers New Advisory and Risk Management Service to Support Modern Slavery Reporting and Compliance

Fintech News Desk
Service leverages ISG GovernX® platform to help enterprises map and monitor supply chains With legislation prohibiting modern slavery in place in six countries and the state of California—and expected in additional countries soon—Information Services Group, a leading global technology research and advisory firm, announced the launch of a dedicated advisory......
Kinecta Federal Credit Union Appoints Raj Bandaru as Senior Vice President and Chief Information Officer
Banking Fintech News

Kinecta Federal Credit Union Appoints Raj Bandaru as Senior Vice President and Chief Information Officer

Fintech News Desk
Kinecta Federal Credit Union announced that seasoned IT professional Raj Bandaru has joined its Executive Management Team as Senior Vice President and Chief Information Officer. Bandaru succeeds Sharon Moseley, who is retiring effective November 1, 2021 after a successful 10-year tenure at Kinecta, where she built a strong foundation of member-facing technology......
BTIG Franchise Sales Adds Senior Digital Asset Strategy and Sales Specialist Michael Kaye
Blockchain Cryptocurrency Digital Asset Management Digital Payments News

BTIG Franchise Sales Adds Senior Digital Asset Strategy and Sales Specialist Michael Kaye

Fintech News Desk
BTIG announced that Michael Kaye has joined the firm’s Franchise Sales division as a Managing Director and Digital Asset Strategy and Sales Specialist. He will leverage his network of industry relationships to provide comprehensive views of the digital asset sector for BTIG’s institutional and corporate clients across a broad array......
Verit Advisors LLC Adds Associate Jen Bao
Banking Finance Investments News

Verit Advisors LLC Adds Associate Jen Bao

Fintech News Desk
Verit Advisors LLC® is pleased to announce that Jen Bao has joined the firm as an Associate. Ms. Bao will focus on transaction execution including the financial analysis, valuation and modeling of ESOP, M&A, Debt Capital and Board Advisory Services for Verit’s diverse client base. John Solimine, Managing Director, added, “Jen is a great addition......
Mesirow Investment Banking Enhances Debt Advisory Capabilities with Hire of New Managing Director
Banking Fintech Investments News

Mesirow Investment Banking Enhances Debt Advisory Capabilities with Hire of New Managing Director

Fintech News Desk
– Firm hires Eugene Weissberger as Managing Director, responsible for launching debt advisory practice in Mesirow Investment Banking – Role builds upon Mesirow Investment Banking’s concerted efforts within the financial sponsor community Mesirow, an independent, employee-owned financial services firm, announced that Eugene Weissberger has joined Mesirow Investment Banking as a......
Zeevo Group Further Expands Advisory Board to Tap into Rising Market Demand for Finance Transformation
Finance Fintech News

Zeevo Group Further Expands Advisory Board to Tap into Rising Market Demand for Finance Transformation

Fintech News Desk
Former Intellectual Ventures and Deloitte Expert Stacy Townes Augments Company’s Audit, Risk, and Compliance Capabilities to Deliver Market-Leading Solutions Zeevo Group LLC (“Zeevo”), a business, finance, and information technology consulting services firm, announced at the onset of the Airfinance Journal North America 2021 conference that Stacy Townes has joined Zeevo’s......
Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business
Banking Investments News

Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business

Fintech News Desk
Chris van Wyk to Join Bacchus Capital as Managing Director and Head of Technology Investment Banking Advisory Bacchus Capital, the London-based Merchant and Ventures Investment Bank, is pleased to announce the launch of its Technology Investment Banking and Ventures business, to be led by Chris van Wyk, who joins as Managing Director......
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