Tag : Founder and President

INTX Expands Bermuda Presence Through Strategic Partnership with Bespoke Analytics
Finance InsurTech News

INTX Expands Bermuda Presence Through Strategic Partnership with Bespoke Analytics

Business Wire
by Business Wire0
INTX brings its dedicated (Re)Insurance Operating System and on-island delivery expertise to Bermuda’s $197.5 billion insurance and reinsurance market INTX Insurance Software announced a strategic partnership with Bermuda-based Bespoke Analytics, expanding INTX’s presence and local delivery capabilities across one of the world’s most important insurance and reinsurance markets. Read More......
Kestra Private Wealth Services and Kindred Wealth Partners Welcome Kathryn McGough, JD, CFP®, to Independence
Finance Investments News

Kestra Private Wealth Services and Kindred Wealth Partners Welcome Kathryn McGough, JD, CFP®, to Independence

Business Wire
by Business Wire0
Attorney-turned-advisor brings deep estate planning expertise to the independent model Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced that Kathryn McGough, JD, CFP®, has joined its community of independent financial professionals in partnership with Kindred Wealth Partners (Kindred), a Pennsylvania-based wealth management firm affiliated with......
Pat Mercuri’s Mortgage Marketing Conference Presentation Highlights the Growing Demand for Data-Driven Direct Mail Strategies
Fintech Mortgage News

Pat Mercuri’s Mortgage Marketing Conference Presentation Highlights the Growing Demand for Data-Driven Direct Mail Strategies

Business Wire
by Business Wire0
Managed Direct Response announced the successful completion of a recent mortgage industry conference where Founder and President Pat Mercuri shared proven direct mail marketing strategies designed to help mortgage companies increase response rates, improve lead quality, and drive higher conversion rates. Read More on Fintech : Global Fintech Interview with Rob Young,......
Eastern Bank Provides Financing To Support Surety Bond Professionals’ Transition To Employee Ownership
Banking Finance News

Eastern Bank Provides Financing To Support Surety Bond Professionals’ Transition To Employee Ownership

Business Wire
by Business Wire0
Eastern Bank announced it has provided financing to support the conversion of Surety Bond Professionals (SBP), a Massachusetts-based, independent surety-only agency, to a 100% employee-owned company. The financing includes a term loan to facilitate the establishment of an Employee Stock Ownership Plan (ESOP), a revolving line of credit to support......
Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform
Finance Investment Services News

Concorde Welcomes Independent Financial Advisor Ashley Romiti to Broker-Dealer Platform

PR Newswire
by PR Newswire0
Concorde announced that Ashley Romiti, founder and president of GCA 1031, has joined the firm’s broker-dealer, Concorde Investment Services. Romiti specializes in tax-advantaged investment strategies for real estate owners. “Ashley brings deep expertise in 1031 exchanges and real estate transition strategies, along with a disciplined, investor-first approach that aligns well with......
Versabank Announces Thrive Financial as New Us Receivable Purchase Program Partner
Banking Finance News

Versabank Announces Thrive Financial as New Us Receivable Purchase Program Partner

PR Newswire
by PR Newswire0
VersaBank, a North American leader in business-to-business digital banking, as well as technology solutions for cybersecurity, announced its wholly owned US subsidiary, VersaBank USA, has entered into an agreement with Thrive Financial Inc. (“Thrive Financial”), a Virginia-based technology platform for point-of-sale financing of home improvement projects, connecting homeowners, merchants, and......
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