Tag : President and CEO

Savings Bank of Mendocino County Announces Appointment of New Board Member Jim Mayfield
Banking Finance News

Savings Bank of Mendocino County Announces Appointment of New Board Member Jim Mayfield

Business Wire
by Business Wire0
Savings Bank of Mendocino County is pleased to announce the appointment of Jim Mayfield to its Board of Directors, effective following a unanimous vote at the November 2025 board meeting. Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation for Auditoria Mayfield is a longtime......
Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer
Artificial Intelligence Finance News

Lincoln Financial Appoints Nilanjan (Neel) Adhya as EVP, Chief AI, Data and Analytics Officer

Business Wire
by Business Wire0
Lincoln Financial announced the appointment of Nilanjan (Neel) Adhya as Executive Vice President, Chief AI, Data and Analytics Officer (CAIDAO), effective January 9, 2026. In this newly created role, Adhya will advance AI and data as enterprise core capabilities. He will report to Ellen Cooper, Chairman, President and CEO, and......
Prophix Launches Prophix One Availability in AWS Marketplace
Artificial Intelligence Finance News

Prophix Launches Prophix One Availability in AWS Marketplace

PR Newswire
by PR Newswire0
Prophix, a global leader in financial performance management, announced that Prophix One, its industry-leading Autonomous Finance platform, is now available in AWS Marketplace, which helps organizations easily discover, test, buy, deploy and manage thousands of software solutions, including pre-built AI agents and ready-to-integrate tools, all in one convenient destination. Read......
Mesirow Advises Procurant LLC on its Sale to GrubMarket, Inc.
Artificial Intelligence Finance News

Mesirow Advises Procurant LLC on its Sale to GrubMarket, Inc.

PR Newswire
by PR Newswire0
Procurant is a fully integrated, cloud-native SaaS platform with embedded artificial intelligence (“AI”) and predictive intelligence, purpose-built for perishables suppliers, growers, retail grocers and foodservice operators to support real-time collaboration, operational efficiency, and end-to-end visibility to modernize supply chain management and food safety processes. Mesirow acted as the exclusive financial......
Customers Bank Expands Physical Presence with New Offices in Five Growing West Coast Markets
Banking Finance News

Customers Bank Expands Physical Presence with New Offices in Five Growing West Coast Markets

Business Wire
by Business Wire0
Customers Bank, the $24 billion asset subsidiary of Customers Bancorp and one of the nation’s leading regional banks, announced the opening of new offices in Irvine, Sherman Oaks, Sacramento, Reno, and Las Vegas. This westward expansion reflects the bank’s commitment to delivering high-touch service to clients in markets that are......
Heritage South Community Credit Union Partners with Cotribute to Streamline Digital Account Opening Experience, Automate Loan Origination Process
Artificial Intelligence Finance News

Heritage South Community Credit Union Partners with Cotribute to Streamline Digital Account Opening Experience, Automate Loan Origination Process

Business Wire
by Business Wire0
~Credit union selects modular digital platform to expand into new markets, provide frictionless account opening experience, grow deposits, increase membership, and enhance fraud prevention~ Cotribute, a leading digital growth platform for credit unions, announced Heritage South Community Credit Union (Heritage South) has launched its consumer account opening and consumer loan application......
Reseda Group Acquires Tandem Finance App to Extend Expense-sharing Solution to Modern Families
Finance Fintech News

Reseda Group Acquires Tandem Finance App to Extend Expense-sharing Solution to Modern Families

PR Newswire
by PR Newswire0
Reseda Group, a wholly owned credit union service organization of MSU Federal Credit Union (MSUFCU), today announced its purchase of Tandem, the fintech app that helps couples manage shared finances. Based in Ann Arbor, Mich., Tandem is a leading shared-finance platform for couples, helping users manage hundreds of millions of......
S&P Global Adds Robert Moritz to its Board of Directors
Finance News

S&P Global Adds Robert Moritz to its Board of Directors

PR Newswire
by PR Newswire0
S&P Global announced that its Board of Directors has approved the addition of Mr. Robert Moritz to the Board, effective March 1, 2026. Mr. Moritz has more than four decades of global leadership experience specifically in audit and assurance in the financial services, banking sectors and capital markets. Most recently, Mr.......
TruMark Financial Credit Union Partners with Happy Money for Strategic Personal Loan Program
Finance News

TruMark Financial Credit Union Partners with Happy Money for Strategic Personal Loan Program

PR Newswire
by PR Newswire0
Consumer finance leader enables credit unions to expand lending capabilities, diversify balance sheet and reduce risk through loan participation Happy Money, a leading consumer finance company dedicated to empowering individuals through responsible lending, announced a partnership with $3.4 billion-asset TruMark Financial Credit Union. By leveraging Happy Money’s participation program, TruMark......
Creative Planning Expands California Operations With Grassi Investment Management Acquisition
Investments News

Creative Planning Expands California Operations With Grassi Investment Management Acquisition

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced the acquisition of Grassi Investment Management, a distinguished wealth management firm located in Santa Clara, California. The transaction was completed on August 28, 2025, adding five experienced professionals to Creative Planning’s expanding team and approximately $1.3 billion in assets under management.......
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