07/15/2019
CNB Financial Hires Chief Financial Officer
Lima serves as the liaison for the corporation’s and bank’s external auditing firm in all accounting and tax matters.
07/12/2019
Her experience with developing a high-performance culture linked to business success will serve our organization well as we continue to grow and evolve our business
07/12/2019
Alexandre Tombini will start in his new position as Chief Representative for the Americas on 1 September 2019
07/11/2019
Ortea’s LinkedIn profile says he managed the office for three years.
07/11/2019
This is EP Wealth’s sixth acquisition since taking a minority investment from WPCG, a financial services holding company, in July 2017
07/11/2019
Scelfo holds a BS in business finance from Cornell University as well as a Master of Finance from INSEAD Business School.
07/11/2019
Davis holds degrees from Indiana University and Yale University.
07/11/2019
Mr. Lima will work along with the executive management team to develop and implement strategic initiatives to continue CNB’s successful growth trends while enhancing its profitability.
07/11/2019
Gallagher will be responsible for the leadership, management and governance of Wells Fargo’s European Bank
07/11/2019
Itaú’s Paraguayan unit has retail, private banking and investment banking operations
07/11/2019
The most senior position to be filled is that of a leading solution architect with a rank of vice president, who will be serving as a chief technology officer for the digital assets unit.
07/11/2019
With more than 20 years of industry experience, Scott most recently served as chief financial officer for BNY Mellon Investment Management
07/10/2019
James joins Seventy2 Capital Wealth Management after five years as a Financial Advisor at Morgan Stanley.
07/10/2019
Your daily roundup of the latest fund launches, manager moves and strategy shifts.
07/10/2019
Burns had been supplanted last year by American executive Dana Ritzcovan, who won the unit's top HR job when UBS' private bank merged with its U.S. brokerage.
07/09/2019
HSBC Holdings Plc said on Monday that Patrick Burke would retire as HSBC USA's president and chief executive officer and would be succeeded by Citigroup Inc's Michael Roberts. Burke, who joined the company 30 years ago, will retire in October.
07/09/2019
Together, they will provide cash and treasury management products and services related to residential and commercial mortgage servicers and originators as well as lender-controlled structures, commercial real estate owners/operators, hedge funds and priva
07/09/2019
Olson joins Washington Trust with more than 10 years of private client experience.
07/08/2019
They will all be based in Richmond, Virginia, where Jefferies is establishing an office, according to the sources.
07/08/2019
He began his wealth management career at UBS as an investment associate two decades ago, according to AdvisorHub.