Tag : Financial Planning & Corporate Strategy

Taxation, Financial Planning & Corporate Strategy

Mohr Partners Recruits Dufresne as New Minneapolis Market Leader

PR Newswire
by PR Newswire0176
Mohr Partners, Inc., a top-three global occupier-focused corporate real estate advisory firm, continues its national expansion with the addition of Darrin Dufresne as Managing Partner to lead...
Taxation, Financial Planning & Corporate Strategy

Cambridge Appoints Sean Van Moorleghem as EVP & CTO

PR Newswire
by PR Newswire0207
With a track record of driving digital transformation and AI integration at Charles Schwab, Van Moorleghem steps into key leadership role at Cambridge Cambridge Investment Research, Inc. (“Cambridge”),...
Taxation, Financial Planning & Corporate Strategy

Josh Jenkins Announces Major Expansions and Strategic Partnerships

GlobeNewswire
by GlobeNewswire0253
Josh Jenkins has joined Seaside Wealth Management, where he now operates as an independent financial advisor. Previously affiliated with Northwestern Mutual, Jenkins faced restrictions that limited his...
Taxation, Financial Planning & Corporate Strategy

73 Ameriprise Advisors Named to Barron’s Top 1,200 List

Business Wire
by Business Wire0191
Ameriprise Financial, Inc. (NYSE: AMP) announced that 73 of its financial advisors were named to the 2025 Barron’s “Top 1,200 Financial Advisors” list. Barron’s recognizes the industry’s top advisors...
Taxation, Financial Planning & Corporate Strategy

FloQast Wins ‘Best Finance Automation Platform’ in 2025 Awards

GlobeNewswire
by GlobeNewswire0158
AI-powered Accounting Transformation Platform recognized for innovation and excellence FloQast, an Accounting Transformation Platform created by accountants for accountants, is proud to announce it has...
Taxation, Financial Planning & Corporate Strategy

Pan-American Life Appoints Dr. Maria Azua Himmel to Board

Business Wire
by Business Wire0169
Pan-American Life Insurance Group (PALIG), a leading provider of life, accident, and health insurance throughout the Americas, is pleased to announce the appointment of Dr....
Taxation, Financial Planning & Corporate Strategy

Flagstar Bank Appoints Mark Pittsey as Head of Private Banking

PR Newswire
by PR Newswire0127
Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth inPrivate Banking and Wealth Management Flagstar Bank, N.A.,...
Taxation, Financial Planning & Corporate Strategy

Metropolitan Bank Announces $50M Stock Repurchase Program

Business Wire
by Business Wire0168
Metropolitan Bank Holding Corp. (“Company”) the publicly traded holding company of Metropolitan Commercial Bank (“MCB” or the “Bank”) is pleased to announce that its board...
Taxation, Financial Planning & Corporate Strategy

BitIRA Announces 7th Annual Crypto Tax Q&A

PR Newswire
by PR Newswire0148
BitIRA – the Bitcoin IRA pioneer – has released its 7th Annual Crypto Tax Q&A, providing clarity on the latest cryptocurrency tax issues. Every year, BitIRA gathers top tax questions from crypto investors and collaborates...
Taxation, Financial Planning & Corporate Strategy

Sendero® Names Jack Wildermuth Managing Director

Business Wire
by Business Wire0124
Wildermuth serves as a leader of the firm, playing an integral role in developing investment and business strategies. Sendero Wealth Management, a private, independent, partner-led...
Taxation, Financial Planning & Corporate Strategy

FinWise Bancorp Names Jim Noone CEO of FinWise Bank

GlobeNewswire
by GlobeNewswire0113
FinWise Bancorp (NASDAQ: FINW) (“FinWise” or the “Company”), parent company of FinWise Bank (the “Bank”), today announced the appointment of Jim Noone to Chief Executive...