Insigneo adds Aventura Private Wealth to its global financial advisors platform
Insigneo, a leading international wealth management firm, announced the addition of Aventura Private Wealth LLC, and its founder Shmuel Maya, to their platform of global financial advisors. Leveraging the sophisticated capabilities of Goldman Sachs Advisor Solutions for domestic clients, Shmuel Maya and his team at Aventura Private Wealth, which includes Ahmed Roshdy and Andrea Bruno, […]
Wedbush Securities expands wealth management team
Wedbush Securities, a prominent diversified independent financial services provider, welcomes Patricia Hirata and Nobue Weber to its esteemed Wealth Management team. The duo will be based in the firm’s Pasadena office, further expanding Wedbush’s presence in the greater Pasadena area. In a strategic transition from U.S. Bank to Wedbush, Hirata, a former top producer at […]
Jabil announces collaboration with Fintech Leader Revolut
Jabil Inc. yesterday announced ongoing innovation between its payment solutions business unit and Revolut, a digital banking pioneer and global financial super app provider, to support the neobank’s rapid growth trajectory and global expansion in merchant acquiring. Jabil’s custom, pre-certified Point-of-Sale (POS) hardware platform, as well as other retail automation technologies transforming digital commerce, will be […]
Qraft Technologies onboards Rita Lin as Director of Business Development
Qraft Technologies, a leading invest-tech company developing artificial intelligence (AI) solutions, has announced the hiring of Rita Lin, a senior financial services executive, who will serve as Director of Business Development. As veteran in the industry with 15 years in finance, Lin brings a wealth of expertise, particularly from her over decade-long focus in prime […]
Interactive Brokers adds Rich Repetto to its Board of Directors
Interactive Brokers, an automated global electronic broker, yesterday announced the appointment of Rich Repetto as an independent director of the firm effective January 1, 2024. “We are pleased to announce the appointment of Rich to the Board of Directors following his distinguished career where he pioneered the research of electronic brokers and exchanges,” said Thomas […]
CBIZ, Inc. welcomes Jaileah Huddleston as Chief Legal Officer and Corporate Secretary
CBIZ, Inc., a leading national provider of financial, insurance and advisory services, announced yesterday that it has named Jaileah (Leah) Huddleston as the company’s new Chief Legal Officer and Corporate Secretary, effective Dec. 11. Huddleston replaces CBIZ’s long-time General Counsel and Secretary Mike Gleespen, who retired in Aug. 2023. Huddleston joins CBIZ from Brown-Forman Corporation, […]
Tide enters into a partnership with BT to unlock major savings for small businesses
Tide, the leading business financial platform, has partnered with BT to help SMEs with rising costs and to save time and money managing their business. BT and Tide are joining forces to offer BT’s 1 million small business customers access to Tide’s connected finance and admin solutions. This includes the platform’s flagship features such as […]
PGT Innovations names Craig Henderson as CFO
PGT Innovations, Inc., a national brand and innovation leader in the fenestration and garage door industries, announced yesterday the appointment of Craig Henderson as Senior Vice President and Chief Financial Officer. As Chief Financial Officer, Henderson will lead the company’s finance strategy, budgeting and planning, accounting, financial reporting, and investor relations functions. Henderson joined PGT […]
AnglicareSA chooses Boomi to improve personalised services
Boomi™, the intelligent connectivity and automation leader, yesterday announced not-for-profit (NFP) AnglicareSA has chosen the Boomi Platform to pave the way to improve personalised services by centralising its data to better understand the needs of the 62,500 constituents it supports. AnglicareSA has provided a diverse range of programs – including housing, National Disability Insurance Scheme (NDIS) services, […]
Intact Technology onboards Randall Fulk as CFO
Intact Technology, Inc., a leading Enterprise Service Management (ESM) provider, announces the appointment of Randall Fulk as its Chief Financial Officer (CFO), effective immediately. Fulk brings 20 years of finance, accounting, and operations leadership experience in the Information Technology (IT) consulting industry. In this role, Fulk will lead Intact’s financial strategy to support continued innovation. […]
