Tag : Chairman and CEO

Cascadia Capital Appoints Former Cain Brothers Executive Rhett Thurman as CFO
Banking Investments News

Cascadia Capital Appoints Former Cain Brothers Executive Rhett Thurman as CFO

Business Wire
by Business Wire0
Hire follows 16 senior additions in 18 months, including 13 Managing Directors Cascadia Capital, an independent investment bank serving middle-market companies, announced the appointment of Rhett Thurman as Chief Financial Officer. A highly accomplished financial services executive with more than four decades of experience, Thurman brings a proven track record......
OpenAssets Brings SEC-Registered Transfer Agent (OpenAgent) Infrastructure Onchain for Global Equities
Digital Wallet Finance News

OpenAssets Brings SEC-Registered Transfer Agent (OpenAgent) Infrastructure Onchain for Global Equities

PR Newswire
by PR Newswire0
OpenAgent, the company’s SEC-registered transfer agent, records positions and transfers onchain and keeps investor data in private systems, giving issuers a register they can read as it changes. As the SEC weighs the first rewrite of its transfer agent rules in more than four decades, OpenAssets, a leading digital asset......
Intuit Expands Intelligence Platform to Power the Next Era of Accounting Firm and Business Growth
Digital Payments Finance News

Intuit Expands Intelligence Platform to Power the Next Era of Accounting Firm and Business Growth

Business Wire
by Business Wire0
Across QuickBooks, Intuit Enterprise Suite, and Intuit Accountant Suite, Intuit Intelligence brings businesses and accountants together on one unified intelligent platform, pairing AI with human expertise to deliver time-saving automation, deeper insights, and greater confidence New industry-specific editions for Intuit Enterprise Suite empower mid-market businesses across construction, manufacturing, and nonprofits......
Wells Fargo Announces Kleber Santos to Lead Consumer Banking and Lending; Saul Van Beurden to Lead AI for the Company
Banking Lending News

Wells Fargo Announces Kleber Santos to Lead Consumer Banking and Lending; Saul Van Beurden to Lead AI for the Company

Business Wire
by Business Wire0
Wells Fargo & Company announced that Kleber Santos will become CEO of Consumer Banking and Lending (CBL), and Saul Van Beurden will focus exclusively on leading AI across Wells Fargo. The two executives have served as co-CEOs of CBL since its formation last year, while Van Beurden also established and......
Banc of California Launches Private Banking
Banking Finance News

Banc of California Launches Private Banking

Business Wire
by Business Wire0
New offering provides a relationship-driven experience that delivers personalized service and tailored financial solutions for high-net-worth clients Banc of California, a wholly owned subsidiary of Banc of California, Inc. , launched a new Private Banking service designed for high-net-worth individuals, family offices, business owners, executives and their families. Read More......
Glades Bank & Trust Selects CSI to Power New South Florida Bank from Day One
Banking Finance News

Glades Bank & Trust Selects CSI to Power New South Florida Bank from Day One

Business Wire
by Business Wire0
NuPoint® core and Apiture® digital banking to support relationship-driven, commercially focused de novo bank designed for South Florida businesses and professionals CSI, a leading provider of end-to-end financial technology and software, announced that Glades Bank & Trust, a proposed de novo bank in South Florida, has selected CSI’s NuPoint® core......
Securitize Launches Global Onchain Trading of U.S. Stocks with Security Entitlements
Uncategorized

Securitize Launches Global Onchain Trading of U.S. Stocks with Security Entitlements

PR Newswire
by PR Newswire0
Trading on Securitize’s registered broker-dealer platform on Solana and on the upcoming NYSE ATS and OKXICE TSV, Securitize Stocks give eligible investors global access to 1:1-backed U.S. equities with the rights and economic benefits of the underlying shares Securitize, Inc., the leading platform for tokenized assets, announced the launch of......
EP Wealth Expands Leadership Team to Deliver Personal Advice at National Scale
Finance Investment Services News

EP Wealth Expands Leadership Team to Deliver Personal Advice at National Scale

Business Wire
by Business Wire0
John McConnell joins as Chief Financial Officer and Erin Voisin is promoted to Chief Client Solutions Officer as EP Wealth invests to fuel growth EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser, announced a coordinated series of executive, operating and board appointments designed to broaden the firm’s......
Binance Invests $100 Million in Circle, Expands Strategic Partnership and Renews Commercial Agreement for Five Years
Finance Investment Services News

Binance Invests $100 Million in Circle, Expands Strategic Partnership and Renews Commercial Agreement for Five Years

Business Wire
by Business Wire0
New five-year agreement focuses on promotion of USDC globally Circle Internet Group, Inc. , a global internet financial platform, and Binance, operator of one of the world’s most widely used financial super apps, announced an expansion of their strategic partnership. The companies have entered into a new, five-year commercial agreement......
Intermap Expands Global Insurance Business with Three-Year Fairfax Financial Subscription
Finance InsurTech News

Intermap Expands Global Insurance Business with Three-Year Fairfax Financial Subscription

GlobeNewswire
by GlobeNewswire0
Integrated flood risk and property valuation solution advances recurring revenue strategy and supports expansion across markets Intermap Technologies, a global leader in geospatial intelligence powered by proprietary 3D data and AI-driven analytics, announced a three-year subscription agreement with Colonnade Insurance S.A. (“Colonnade”) for an integrated flood risk and property valuation......
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