Tag : C-Suite

Embracing The Practical Power Of A Target Operating Model
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Embracing The Practical Power Of A Target Operating Model

Point B
Authored By Mike Lee and Edward Dellheim, Point B A year into the COVID-19 pandemic, financial services firms are looking beyond the steps they’ve already taken to cut costs and preserve cash. It’s becoming increasingly clear that most can’t just wait out this crisis by trimming around the edges. Additionally,......
Planswell Fills C-Suite with Eye Towards Global Expansion
Fintech News

Planswell Fills C-Suite with Eye Towards Global Expansion

Fintech News Desk
Early US success ignites drive to Latin America, Asia     Planswell,  the Toronto-based startup delivering free financial plans in about three minutes at Planswell.com, is preparing for expansion to Latin America and Asia by filling key executive positions. C-suite hires join Chief Executive Officer Eric Arnold and Chief Operating Officer......
Banking News

Bank of America Commits $100,000 to Athena Alliance to Support Underrepresented Women

Fintech News Desk
Funds Will Allow More Multicultural Female Talent to Join Athena and Gain Support as They Rise Into C-Suite or Boardroom Positions Bank of America is partnering with Athena Alliance, the digital community of top executive women, to diversify its membership base and committing $100,000 to Athena’s newly formed Access Fellowship Fund.......
Fintech News

tru Independence Expands C-Suite, Further Strengthens Business Platform with Addition of Gary Bonner as Chief Operating Officer

Fintech News Desk
The company also announces partnership with Entwood Holdings to drive growth tru Independence (tru), an open architecture platform that provides independent financial advisors with a full suite of business support services, today announced the addition of Gary Bonner as Chief Operating Officer. The addition of Mr. Bonner to the team’s C-Suite is powered by the......
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