Search Results for: senior advisor

Fintech

Income Lab Announces Appointment of Derek Tharp to its Board of Advisors

Fintech News Desk
Income Lab announced today the appointment of Derek Tharp, Lead Researcher and Speaker at Kitces.com, to Senior Advisor and member of the Income Lab Board of Advisors. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo “We are excited to welcome Derek to our team.......
Fintech News

On Tap Credit Union® Names Laurie Jensen Senior Director of Member Engagement and Retail Delivery

Fintech News Desk
Jensen, a 25+ year veteran in the Credit Union industry, brings innovative leadership along with strong project and change management expertise On Tap Credit Union®, a leader in providing consumers in local Colorado communities with innovative financial solutions for more than 60 years, is excited to welcome Laurie Jensen as......
Fintech News

Mortgage Connect Names Tim Anderson Senior Vice President of Digital Technologies

Fintech News Desk
Award Winning Digital Mortgage Product Expert Joins Growing Team of Technology Leaders  Mortgage Connect LP, a national mortgage services provider for the nation’s largest financial institutions, investors and servicers, today announced that Tim Anderson has joined the company as Senior Vice President of Digital Technologies.  With more than 35 years’ experience......
Cryptocurrency Fintech News

Boom Commerce Adds Industry Veteran O.B. Rawls as Strategic Advisor to Help Execute on Its Ambitious Growth Plans

Fintech News Desk
Leading electronic payments company Boom Commerce continues to add tremendous depth to its already impressive executive team by welcoming industry icon, O.B. Rawls, as Strategic Advisor. Read More: Bank Of The Future: How Banks And Fintechs Are This Decade’s Unlikely Duo O.B. Rawls, one of the most dynamic figures in payments,......
Investment Services News

Waller Helms Advisors Appoints James Anderson As Chief Executive Officer

Fintech News Desk
Waller Helms Advisors (“WHA”), an industry leading specialist investment bank focused on the insurance, healthcare, investment, and financial technology sectors, today announced that it has appointed James Anderson as Chief Executive Officer. Anderson joins WHA from CNA Financial, one of the largest commercial P&C carriers in the United States, where......
William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta
Banking Fintech Investment Services News

William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta

Fintech News Desk
William Blair, the premier global boutique, announced that it has continued its Technology investment banking expansion in the Southeast with the addition of two senior investment bankers, Jamie Hamilton, managing director, Financial Technology investment banking, and B.T. Remmert, managing director, IT Services investment banking. Both bankers join the Technology investment......
Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios
Fintech Investment Services News

Nest Wealth Steps up to Support Independent Advisors Holding Forstrong Global Portfolios

Fintech News Desk
Nest Wealth, Canada’s leading independent digital wealth platform, is excited to announce that Forstrong Global Asset Management’s actively managed solutions are now available through the Nest Wealth Plus platform to clients referred by financial advisors. Read More: GIACT Donates Identity and Account Verification Services to the Brave of Heart Fund,......
SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management
Fintech News

SmartAsset Expands Leadership Team; Hires Former Audible / Amazon Product Leader, Aniket Gune, as Senior Vice President of Product Management

Fintech News Desk
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, announced the expansion of its executive leadership team with the hire of Aniket Gune as Senior Vice President of Product Management. Read More: GlobalFintechSeries Interview with Michael Higgins, Chief Executive Officer at......
Business News

Aarti Kotak Named Chief Strategy and Operations Advisor at PEAK6

Fintech News Desk
Ms. Kotak, a Former Deputy Chief of Staff for Neighborhood Economic Development in Chicago Mayor’s Office, Will Work Closely With Senior Leadership, Focusing Efforts on Driving Effective Business and Workplace Improvements PEAK6, an investing and technology company, announced today that Aarti Kotak has been named Chief Strategy and Operations Advisor. Ms.......
FINEOS Welcomes Allison Morgan as New Senior Sales Executive for North America
Capital Markets Fintech News

FINEOS Welcomes Allison Morgan as New Senior Sales Executive for North America

Fintech News Desk
FINEOS Corporation, the leading core platform for life, accident and health insurance globally, announces the appointment of Allison Morgan as Senior Sales Executive to the FINEOS North American team. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor “We are delighted to welcome Allison to......
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