11/02/2016
AAG Hires Bank of America Exec to Lead National Reverse Mortgage Field Sales
He also drove the division’s strategic change initiatives and had oversight of new hire on boarding as well as learning and development.
People Moves
11/02/2016
Aravind Immaneni Named Fifth Third Bank Chief Operations and Technology Officer
He served as head of Retail Bank Operations, with oversight for back-office operations, systems, loan origination and underwriting for TD’s Consumer Bank.
11/02/2016
Fieldpoint Private Adds to Growing Palm Beach Presence
Her practice is based in Fieldpoint Private's Palm Beach, Florida offices.
11/01/2016
Andrew Dyson appointed CEO of QMA
He managed AMG’s central global distribution platform, which works in partnership with the company’s affiliated boutique investment managers on their distribution efforts.
11/01/2016
Wells Fargo Names Regional Head of Middle-Market Banking
She was previously the bank's head of middle-market banking for Arkansas, Kansas, Missouri, Oklahoma and north Texas, the company said in a press release Monday.
11/01/2016
Nomura Bolsters Economics Research with Senior Hire in the U.S.
He is responsible for providing in-depth analysis on macro-economic trends affecting the U.S. economy, while also proactively interpreting policy moves and market data which may signal economic shifts.
11/01/2016
Proskauer Promotes 11 Lawyers
In life sciences, he enforces IP rights and develops freedom-to-operate strategies for leading biotechnology and pharmaceutical clients.
10/31/2016
Willis Towers Watson announces leadership shakeup
The leadership shakeup comes ten months after the company was formed with the merger of Willis and Towers Watson.
10/31/2016
Merrill Lynch Hires Jennifer Jennings and Donny Wohl From J.P. Morgan’s Private Bank in Michigan
The Jennings Wohl Group serves high net worth individuals and families and are part of Merrill Lynch’s Private Banking & Investment Group.
10/28/2016
Opus adds Fortress MD to board
Opus Bank has named David King to its board. King is managing director of Fortress Investment Group‘s credit funds business.
10/28/2016
BMO Financial Group announces executive appointments
He will continue to maintain close working relationships, at the most senior levels, with the largest clients of the bank.
10/27/2016
Citi Private Banker Leaps to Fieldpoint Private
His practice is based in Fieldpoint Private's Greenwich, Connecticut office.
10/27/2016
Baker Tilly’s David Duffus Appointed to AICPA Forensic and Litigation Services Committee
The Pennsylvania team leader of Baker Tilly’s forensic, litigation and valuation services team.
10/27/2016
Dana Syracuse, Ex-BitLicense Regulator, Joins Law Firm Perkins Coie
The former New York Department of Financial Services Associate General Counsel joins the blockchain and fintech practice.
10/27/2016
Private Client Resources Lands Fintech Veteran As Chief Technology Officer
Our data services have been unbundled and are available separately so that the pristine data we produce can be brought into any system.
10/27/2016
AllianceBernstein head of defined contribution/multiasset to leave at end of year
Has worked for AllianceBernstein at two different times.
10/26/2016
Veteran Goldman Sachs Family Office Advisors Join LeoGroup
The additions underscore LeoGroup's continued effort to service ultra-affluent clients within the firm's Multi-Family Office platform
10/26/2016
Global Access to Extend Its Presence in the Financial Services Sector, Hires Andrew Shuster
He spent 14 years in Barclays New York office as a senior member of the firm’s New York investment banking group.
10/26/2016
Northern Trust Hires Head of Global Fund Services for Asia
Role Supports Northern Trust’s Growing Global Fund Servicing Business in Asia
10/26/2016
Aegon Asset Management US announces new Head of Distribution
He led the firm's successful product and sales expansion globally.