Tag : Senior Managing Director

BMO Announces Strategic Sale of Transportation and Vendor Finance Businesses
Finance News

BMO Announces Strategic Sale of Transportation and Vendor Finance Businesses

PR Newswire
by PR Newswire0
Supports BMO’s strategy to elevate returns and accelerate growth; transaction accretive to capital ratios and ROE Positions these premier businesses for continued growth in an efficient capital structure BMO to invest in a 19.9% equity interest, enabling continued participation in the businesses’ long-term value creation BMO Financial Group announced the signing......
Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide
Artificial Intelligence Finance News

Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide

Business Wire
by Business Wire0
Expansion underscores growing role of AI-driven operations as a competitive differentiator for independent advisory firms Jump, a leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, announced an expanded partnership with Perennial Financial Services (“Perennial”), a next-generation registered investment advisory (RIA) platform built to attract and......
B. Riley Securities Strengthens Investment Banking Leadership with Senior Hire
Finance Investments News

B. Riley Securities Strengthens Investment Banking Leadership with Senior Hire

PR Newswire
by PR Newswire0
B. Riley Securities, Inc. (“B. Riley Securities” or “BRS”), a leading middle market investment bank, announced that Tim Monfort has joined as Senior Managing Director, based in the firm’s New York office. Mr. Monfort brings more than two decades of experience as a senior investment banker and trusted advisor with a strong track......
Trinity Capital Inc. Provides Equipment Financing to Sortera Technologies to Scale AI-Powered Upcycling Innovation
Artificial Intelligence Finance News

Trinity Capital Inc. Provides Equipment Financing to Sortera Technologies to Scale AI-Powered Upcycling Innovation

PR Newswire
by PR Newswire0
Trinity Capital Inc., a leading alternative asset manager, announced the commitment of equipment financing to Sortera Technologies, Inc. (“Sortera”), an innovative material sorting company with an upcycling platform powered by artificial intelligence, data analytics, and advanced sensors. “Sortera is transforming the way metal recycling supports domestic manufacturing,” said Ryan Little, Senior......
Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer
Finance Fintech News

Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer

Business Wire
by Business Wire0
Perennial Financial Services is proud to announce that Betty Chin, a 14-year veteran of Edward Jones and one of the most accomplished experienced advisor recruiting senior leaders, has joined the firm as Chief Growth Officer. Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation......
Tipalti Secures $200 Million in Growth Financing to Drive Next Wave of AI Innovation in Finance Tipalti
Artificial Intelligence Finance News

Tipalti Secures $200 Million in Growth Financing to Drive Next Wave of AI Innovation in Finance Tipalti

PR Newswire
by PR Newswire0
Finance automation leader unveils powerful updates to Tipalti AI to redefine productivity for finance professionals with AI agents Tipalti, the AI-powered platform for finance automation, announced it has secured $200 million in growth financing from long-time partner Hercules Capital, Inc.. The financing will fuel Tipalti’s continued investment in artificial intelligence......
Trinity Capital Inc. Expands Tech Lending Vertical with Appointment of Josh Mackey as Director
Digital Asset Management News

Trinity Capital Inc. Expands Tech Lending Vertical with Appointment of Josh Mackey as Director

PR Newswire
by PR Newswire0
Trinity Capital Inc., a leading alternative asset manager, announced the appointment of Josh Mackey, Director of Tech Lending, based in San Francisco, California. With over a decade of experience supporting innovative technology companies across the U.S., Mr. Mackey is a trusted partner within the venture ecosystem. “It is a pleasure......
FTI Consulting Strengthens Financial Services Practice with Addition of Big Four Veteran Denis Reynolds
Finance News

FTI Consulting Strengthens Financial Services Practice with Addition of Big Four Veteran Denis Reynolds

Fintech News Desk
by Fintech News Desk0
FTI Consulting, Inc announced the continued investment in its Financial Services practice within the Forensic and Litigation Consulting segment with the appointment of Denis Reynolds as a Senior Managing Director. Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Mr. Reynolds, who is based in Toronto, has more than......
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