10/01/2021
Most of her career, 32 years, was spent with SunTrust Bank in various capacities, with her last position as Senior Vice President and Managing Director of the Private Wealth Division in Miami.
10/01/2021
Lindstrom joined Citizens in 2017 and was most recently Head of Retail Network Transformation & Branch Operations.
10/01/2021
“Massachusetts is a very important market for Citizens and I am looking forward to having Lisa play a greater role in our leadership team here,”
10/01/2021
Tu obtained her PhD in Economics from Oregon State University
10/01/2021
Kesia hopes her transition from full-time mom of two to growing her career on her terms inspires other women to move forward with their goals.
09/30/2021
The firm also added Mary Dent to the board of directors.
09/30/2021
Spanning a Range of Business Models, Newly Added Financial Advisors Join Kingswood U.S. for Greater Flexibility, Enhanced Technology and Robust Succession Planning
09/30/2021
In taking a role as BofA's head of consumer and small-business products, Mary Hines Droesch becomes at least the second Citi marketing executive since July to leave for another big bank.
09/30/2021
Key hires George Tamer, Suleman Din and Christina Esfehani will fuel continued growth for the company and support its clients’ growth
09/29/2021
Key to that future is a mindset that embraces and accounts for our impact on all stakeholders
09/29/2021
Mr. Salehi represents investment banks, asset managers and public companies in high-profile, bet-the-company matters.
09/29/2021
Charles joins the company from Zurich Insurance Group, where he was Midwest regional vice president for North America construction and, before that, vice president of commercial markets.
09/29/2021
Shepler brings over 25 years of investment and wealth management experience to Fiduciary Trust.
09/28/2021
"Six years ago, I left a big job at a great company to be the first employee of an idea - that Goldman Sachs could build a modern consumer business. Many people thought I had lost my mind!"
09/28/2021
Francesca Shaw, FCPA, FCA has nearly 40 years of experience across a wide range of senior governance and commercial roles within UK and international banks.
09/28/2021
Mr. Gittler has over 15 years of cyber claims experience
09/27/2021
Prior to Morgan Stanley, she was a Financial Advisor at Merrill Lynch and Edward Jones.
09/27/2021
Our clients in the innovation and technology sectors are seeking to expand their opportunities in a rapidly changing environment
09/27/2021
Prior to joining Blue Chip Partners, Reaume was an Investment Advisor Representative and a Financial Advisor at LPL Financial.
09/24/2021
“There’s so many more things we can bring to the table,”