Tag : President and Chief Operating Officer

Jump Launches AI Associate, an Intelligent Agent Bringing Action to Its AI OS for Advisors
Artificial Intelligence Finance News

Jump Launches AI Associate, an Intelligent Agent Bringing Action to Its AI OS for Advisors

Business Wire
by Business Wire0
New capability transforms Jump from insight engine to execution layer across meetings, CRM, email, planning systems and more Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced the launch of AI Associate, a powerful agent built for advisors that enables firms......
Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations
Artificial Intelligence Finance News

Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations

Business Wire
by Business Wire0
Complementing Jump’s original AI Meeting Assistant product, new offerings use AI to accelerate organic growth and streamline back office operations for modern advisory firms Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers,  announced a major addition to its product lineup. The......
Oak Valley Community Bank Announces Leadership Team Promotions
Banking Finance News

Oak Valley Community Bank Announces Leadership Team Promotions

GlobeNewswire
by GlobeNewswire0
Oak Valley Bancorp, the bank holding company for Oak Valley Community Bank and its Eastern Sierra Community Bank division, announced the promotions of Bill Nunes to Executive Vice President, Chief Marketing Officer, and Jose Sabala to Senior Vice President, Community Reinvestment Act (CRA) Officer. Bill Nunes — Executive Vice President, Chief Marketing......
Steward Partners Announces a New Board Chairman as Keith Taylor Assumes Leadership Role
Finance News

Steward Partners Announces a New Board Chairman as Keith Taylor Assumes Leadership Role

PR Newswire
by PR Newswire0
Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, announced that Keith Taylor – long-standing Board of Directors member and Managing Director at The Cynosure Group – has been appointed Chairman of the Board, effective at year-end. Taylor succeeds Michael McMahon, who is retiring from......
1