Tag : President and CEO

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.......
Jack Henry Strengthens Wealth Management Services with Bits of Stock
Finance News

Jack Henry Strengthens Wealth Management Services with Bits of Stock

PR Newswire
by PR Newswire0
Alliance enables banks and credit unions to offer fractional stock rewards and round-ups on everyday transactions, building consumer loyalty and a path to financial wellness Jack Henry announced a strategic alliance with Bits of Stock, enabling financial institutions to provide fractional shares of stock as rewards on everyday spending. The capability......
Timken Names Michael A. Discenza Chief Financial Officer
Finance News

Timken Names Michael A. Discenza Chief Financial Officer

PR Newswire
by PR Newswire0
The Timken Company, a global technology leader in engineered bearings and industrial motion, announced that its Board of Directors has appointed Michael A. Discenza vice president, chief financial officer and an officer of the company, effective immediately. Discenza has 25 years of experience at Timken in roles of increasing responsibility, including......
FIntegrate and DCI Announce Agreement to Support Legacy Data Management During Core Conversions
Banking Finance News

FIntegrate and DCI Announce Agreement to Support Legacy Data Management During Core Conversions

EIN Presswire
by EIN Presswire0
Partnership provides DCI community banks with FusionLRS, the industry’s leading Image and Data Conversion system FIntegrate Technology, a leading provider of innovative software that addresses the critical need for automation in credit and collections management, dispute management, and data migration, announced a strategic agreement with DCI, the privately-owned developer of......
Central 1 Announces Change In Leadership
B2B B2C Business Fintech News

Central 1 Announces Change In Leadership

Fintech News Desk
by Fintech News Desk0
Sheila Vokey Appointed Interim CEO Central 1 announced that Mark Blucher has stepped down as President and CEO of Central 1 Credit Union to pursue a different future. Sheila Vokey has been appointed interim President and CEO, effective immediately, while the Board of Directors undertakes an executive search process to......
1