Webster welcomes Kristy Berner to a leadership role
Webster Financial Corporation, the holding company for Webster Bank, N.A. and its HSA Bank division, announced recently that Kristy Berner has been appointed Executive Vice President, General Counsel and Corporate Secretary of Webster Financial Corporation and Webster Bank. She will lead all of Webster’s corporate legal services. Berner has more than twenty years’ experience in […]
Lincoln Financial Group announces leadership appointment
Lincoln Financial Group announced that long-tenured leader, Jared Nepa, has been named senior vice president and head of Life and MoneyGuard distribution and is now a part of the company’s corporate leadership group, effective immediately. In this newly created position, Nepa will lead sales for Lincoln Financial’s life and executive benefits business as well as […]
Wedbush Financial Services finalizes investment in Velocity Trade
Wedbush Financial Services, a leading diversified financial services holding company and parent company of Wedbush Securities Inc, announced that regulatory approval has been granted for its investment in and partnership with Velocity Trade. With this significant investment, WFS is now the largest shareholder in Velocity Trade, furthering its mission to become the premier, non-bank global financial […]
Primerica appoints Tracy Tan as Executive Vice President, Finance
Primerica, Inc., a leading provider of financial services to middle-income families in the United States and Canada, yesterday announced the appointment of Tracy Tan to the role of reporting to the company’s Chief Executive Officer, Glenn Williams beginning on October 16, 2023. Tan will assume the role of Chief Financial Officer as of the date […]
Options forges strategic partnership with valantic FSA
Options Technology, a leading provider of cloud-enabled managed services to the global financial sector, yesterday announced a strategic partnership with valantic FSA, a premier provider of innovative financial software solutions. The partnership will leverage Options Technology’s robust Global Infrastructure, Colocation, and Market Data services alongside the firm’s Public and Integrated Cloud solutions to enhance valantic FSA’sservice offering […]
Orion appoints Natalie Wolfsen as CEO
Orion Advisor Solutions, a premier provider of wealthtech solutions for fiduciary advisors, recently announced a new era for Orion as its Board of Directors named Natalie Wolfsen as the firm’s new Chief Executive Officer, effective mid-October 2023. Natalie will also join Orion’s Board of Directors on that date. Natalie is the outgoing CEO of AssetMark, […]
Prudential Financial and Warburg Pincus launch Prismic Life
Prudential Financial, Inc.(Prudential) and Warburg Pincus yesterday announced the launch of Prismic Life Reinsurance, Ltd. (Prismic), a licensed Class E Bermuda-based life and annuity reinsurance company. Prudential and Warburg Pincus, together with a group of investors, have agreed to make equity investments in Prismic and will oversee its long-term strategy through participation on its board of directors. […]
Symetra Financial appoints Sally Jewell as Chair of Board of Directors
Symetra Financial Corporation, a wholly owned subsidiary of Sumitomo Life Insurance Company, yesterday announced the designation of Sally Jewell as chair of its board of directors, effective Aug. 24, 2023. Ms. Jewell, former U.S. Secretary of the Interior under President Barack Obama and former CEO of REI, joined Symetra’s board in March 2018. She succeeds […]
Pickering Energy Partners expand its energy advisory team
Pickering Energy Partners (“PEP”) announces that a team led by Managing Directors Robyn Underwood and Jason Kivett have joined the PEP Investment Banking practice. The former Barclays investment bankers have worked together for over a decade with extensive experience across the energy sector. The team, which includes several financial and technical professionals from Barclays and […]
Enviva onboards Glenn Nunziata as CFO
Enviva Inc. a producer of sustainably sourced woody biomass, yesterday announced that Glenn Nunziata has been named the Company’s Executive Vice President and Chief Financial Officer, effective immediately. “We are excited to welcome Glenn to Enviva’s executive team at a time when our Company and the global biomass industry are serving an increasingly important role […]
