Search Results for: senior advisor

Piedmont Advantage Credit Union Hires Carla Hooker, CFP®, as its New Senior Financial Advisor
Fintech Investment Services News

Piedmont Advantage Credit Union Hires Carla Hooker, CFP, As its New Senior Financial Advisor

Fintech News Desk
by Fintech News Desk0
Piedmont Advantage Credit Union has expanded its investment solutions division with the recent hire of a new financial advisor, Carla Hooker, CFP. As a member of the investment solutions team, Hooker will provide financial advice on investment and insurance strategies for Piedmont Advantage members interested in asset and wealth management, retirement......
Crypto Custodian Brane Capital Bolsters Internal Regulatory Compliance Expertise, Welcomes Dan Bowering as Senior Compliance Advisor
Banking Fintech News Risk Management

Crypto Custodian Brane Capital Bolsters Internal Regulatory Compliance Expertise, Welcomes Dan Bowering as Senior Compliance Advisor

Fintech News Desk
by Fintech News Desk0
Brane Inc., a leading cryptocurrency custodian, announced that Dan Bowering has joined its leadership team as Senior Compliance Advisor, bringing over 30 years of experience in regulatory compliance. Bowering has been working with Brane’s risk management and custody operations team on a consulting basis since early 2021, contributing his expertise and......
John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice
Banking Business Capital Markets Fintech Investment Services News

John Scuorzo Joins Evercore as Senior Managing Director in its Capital Markets Advisory Practice

Fintech News Desk
by Fintech News Desk0
Evercore announced that John Scuorzo has joined the Firm’s Investment Banking business as a Senior Managing Director in its Capital Markets Advisory practice. He will be based in New York and Menlo Park and will focus on advising clients in the technology sector. Read More: Abrigo Adds Transparent Artificial Intelligence......
Sovos and Axway Software Partner to Reduce Complexity of Global Tax Management
Blockchain

Coinstreet Partners announces two senior appointments – Samuel Reid as Group Chief Technology Officer and Pietro Doran as Senior Member of Advisory Board

Fintech News Desk
by Fintech News Desk0
Coinstreet Partners (“Coinstreet”) announced that it has named Samuel Reid as Group Chief Technology Officer (“CTO”) and Pietro Doran as Senior Advisor of the group. Coinstreet is a leading decentralized investment banking group and digital asset consultancy firm, offering a one-stop solution and end-to-end service for asset tokenization, tokenized securities, digital assets, securities......
Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management
Finance Fintech News

Corcentric Appoints Manoj Narayan as Senior Vice President of Order-to-Cash, Payments, and Data Product Management

GlobeNewswire
by GlobeNewswire0
Corcentric, a leading global provider of best-in-class procurement and finance solutions, announced today that Manoj Narayan has joined the organization as senior vice president of Product Management, with responsibilities for Corcentric’s Order-to-Cash (O2C), Payments, and Data products within the portfolio. Narayan will also drive the development of Corcentric’s next generation application development......
FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive
Finance Fintech News

FIntegrate Technology Welcomes Industry Veteran, Mike McKenna, as Senior Sales Executive

EIN Presswire
by EIN Presswire0
FIntegrate Technology (FIntegrate), the industry leader in cutting-edge loan portfolio tracking and collection recovery software for financial institutions, announced the addition of Mike McKenna as Senior Sales Executive. This addition marks a significant step in the company’s ongoing efforts to expand its market presence, bolster its direct sales organization, and......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
by Business Wire0
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board
Investment Services News

J.P. Morgan Life Sciences Private Capital Team Adds Healthcare Veteran and Past Seagen CEO David Epstein to Advisory Board

PR Newswire
by PR Newswire0
David Epstein, former CEO of Seagen who oversaw its sale to Pfizer in 2023 is set bring his expertise to JP Morgan’s life sciences capital investment division. With 30 years of industry experience, including deal making, drug development, commercialization, etc. will advise JP Morgan life sciences capital for early and......
Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients' Wealth
Fintech News

Pontera Announces Partnership with Commonwealth Financial Network to Help Its Advisors Better Manage Clients’ Wealth

PR Newswire
by PR Newswire0
Through this partnership, Commonwealth’s affiliated advisors can seamlessly and securely manage clients’ retirement plan assets via Pontera, further enhancing their ability to support their clients’ long-term financial planning goals. Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announces it has signed an......
Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes
Investment Services News

Blue Chip Partners Named a Top Registered Investment Advisory Firm in Michigan by Forbes

PR Newswire
by PR Newswire0
Plus, leading wealth management firm launches new educational podcast and investment review series Blue Chip Partners (“Blue Chip”), an award-winning, independent Registered Investment Advisor (RIA) and comprehensive wealth management firm located just outside of Detroit, was recently named one of the top RIA firms in Michigan by Forbes and SHOOK Research. In the 2023 list of America’s......
1