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People Moves

06/26/2023

Daniel Lykken Joins American Business Bank as Regional Executive Vice President of the San Fernando Valley Office

“This region is a market anticipated for growth, and our bankers are energized to continue efforts to partner with the best businesses in the San Fernando Valley”

06/26/2023

JP Morgan Chase appoints new chief data and analytics officer

In her new role, Heitsenrether will be responsible for leading the adoption of artificial intelligence (AI) across the bank’s operations.

06/26/2023

Manulife Investment Management names next CIO, Public Markets

Incoming leader to take over from asset management veteran as part of year-long transition plan

06/26/2023

Goldman Sachs Unloads Managing Directors

Goldman Sachs has seen at least three founds of job cuts in less than a year

06/23/2023

Chubb Appoints Chief Operating Officer of Global Reinsurance

The appointment is effective immediately.

06/23/2023

Billionaire-Owned EdTech Firm Byju’s Faces Yet Another Crisis As Deloitte Resigns As Auditor

This comprehensive audit coverage will provide a holistic view of Byju's financial performance and ensure transparency across the organization.

06/23/2023

UMB announces the addition of former State Street executive to Investment Managers Series Trust board

James “Jim” Ross brings over three decades of fund industry experience to trustee board

06/23/2023

A Tesla layoffs timeline of job cuts and hiring freezes

In early 2019, Tesla laid off 7% of its staff in its second round of layoffs in just seven months.

06/22/2023

GoLogiq Appoints Hunter Gaylor as President and COO

Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions

06/22/2023

Visa appoints new chief financial officer

Chris Suh’s appointment comes seven months after the payments giant brought on a new CEO.

06/22/2023

IQ-EQ names Judy Wang CFO for the Americas

She will be joining the organisation's newly expanded Americas operation on the heels of its September 2022 acquisition of JGM Fund Services

06/22/2023

Stratos Wealth Advisors Welcomes Investment advisor Robert Hamer with over $250Million in client assets

Hamer joins Stratos from Asset Management Group, Ltd. where he was a managing director since 2016.

06/22/2023

Financial Gravity Welcomes New Family Office Director Ray Rathel

As a Family Office Director, Ray is responsible for prescribing advanced tax solutions and ensuring his network of partners fill those solutions with fidelity to his plan.

06/21/2023

Rockefeller Asset Management Names Tim Skiendzielewski Associate Portfolio Manager, Expanding its Small and SMid Cap Investing Team

He also will support expansion of the firm’s Small and SMid Cap platform, including the launching of new strategies and vehicles.

06/21/2023

Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla

Gregg and Jason are joined by Client Service Associate Saba Lak.

06/21/2023

Shannon McAllister joins UBS Private Wealth as Financial Advisor in Boston

She focuses on developing and overseeing every detail of successful client relationships, offering highly sophisticated goals-based financial advice on all aspects of her clients’ balance sheet.

06/21/2023

Evercore Wealth Management Names Neza Gallitano Managing Director, Wealth and Fiduciary Advisor

She is based in New York City and will work directly with ultra-high-net-worth client families and their other advisors, delivering comprehensive strategic wealth planning and fiduciary services.

06/21/2023

SEI Appoints Head of New Business Ventures

Appointment of Sneha Shah Reinforces SEI’s Commitment to Driving Growth through Innovation

06/21/2023

BS Snatches Three First Republic FAs from JPMorgan

The wirehouse has added a Boston-based advisor with annual production of about $2.3 million and a two-person team based in Southern California.

06/21/2023

GoLogiq Appoints Hunter Gaylor as President and COO

Gaylor to Lead Company Global Expansion Through Organic Growth and Strategic Acquisitions

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