Tag: FinancialServices

Boann Social Impact
Global

Boann Social Impact Appoints Alicia Dubois as Chief Investment Officer

VANCOUVER, British Columbia & TORONTO–(BUSINESS WIRE)–Boann Social Impact is pleased to announce that Alicia Dubois has been appointed to the role of Chief Investment Officer, effective immediately. Alicia is an accomplished leader with pan-Canadian experience building markets and organizations with a focus on inclusive economic growth with shared outcomes, purpose-driven community engagement, and access to capital for marginalized peoples and sectors. “I am delighted to … Continue reading Boann Social Impact Appoints Alicia Dubois as Chief Investment Officer

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InvestCloud
Global, United States

InvestCloud Appoints Jeff Yabuki as Chairman and CEO

Yabuki’s Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company’s next phase of growth NEW YORK–(BUSINESS WIRE)–InvestCloud (or “the Company”), a global provider of wealth and asset management solutions, today announced the appointment of Jeffery W. Yabuki (“Jeff”) as Chairman and CEO. In this role, Jeff will lead InvestCloud’s strategy and operations, with a key focus … Continue reading InvestCloud Appoints Jeff Yabuki as Chairman and CEO

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Voya Financial
Global, United States

Voya Financial announces leadership-succession plan for Voya Investment Management and new head of investments

Voya Investment Management Chief Executive Officer Christine Hurtsellers announces plans to retire in 2024; Matt Toms, currently Voya Investment Management global chief investment officer, named her successor.Eric Stein joins Voya Investment Management as head of investments and chief investment officer, fixed income. NEW YORK–(BUSINESS WIRE)–Voya Financial, Inc. (NYSE: VOYA), announced today that Christine Hurtsellers, chief executive officer (CEO) of Voya Investment Management (IM), has informed … Continue reading Voya Financial announces leadership-succession plan for Voya Investment Management and new head of investments

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X-Caliber Rural Capital
Global, United States

X-Caliber Rural Capital Appoints Anna West President

IRVINGTON, N.Y.–(BUSINESS WIRE)–X-Caliber Rural Capital, an affiliate of X-Caliber Holdings and a U.S. Department of Agriculture (USDA)-licensed lender for rural business and economic development projects, today announced it has appointed Anna West President of the USDA lending firm. In her new role, West will oversee the daily operations of the company’s USDA OneRD lending platform from new business to originations through closing. “She has an unprecedented level of industry … Continue reading X-Caliber Rural Capital Appoints Anna West President

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PatientFi
Global, United States

PatientFi Appoints Ray Bassi as New Senior Vice President, Sales

PatientFi Taps Aesthetic Industry Veteran to Lead Sales IRVINE, Calif.–(BUSINESS WIRE)–PatientFi, the company which offers healthcare practices payment plans and membership solutions to increase affordability for elective procedures, today announced that aesthetic industry veteran Ray Bassi has joined the company as Senior Vice President, Sales. “PatientFi has an incredibly talented team in place, and with market leading, innovative technology, the company is set up for … Continue reading PatientFi Appoints Ray Bassi as New Senior Vice President, Sales

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BARCLAYS
Global, Untied Kingdom

Barclays appoints Ryan Voegeli as Head of Investment Banking for Canada

With 20 years of Investment Banking experience, Mr. Voegeli brings to Barclays deep client relationships and industry knowledge that will further strengthen the existing Canada platform, and extensively complement the broader Americas and Global Corporate and Investment Banking businesses NEW YORK–(BUSINESS WIRE)–Barclays today announces the appointment of Ryan Voegeli as Head of Investment Banking for Canada. Mr. Voegeli will be based in Toronto. “Under Ryan’s … Continue reading Barclays appoints Ryan Voegeli as Head of Investment Banking for Canada

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INTERACTIVE BROKERS GROUP
Global, United States

Interactive Brokers Appoints Rich Repetto to its Board of Directors

GREENWICH, Conn.–(BUSINESS WIRE)–Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, today announced the appointment of Rich Repetto as an independent director of the firm effective January 1, 2024. “We are pleased to announce the appointment of Rich to the Board of Directors following his distinguished career where he pioneered the research of electronic brokers and exchanges,” said Thomas Peterffy, Founder and Chairman of Interactive Brokers.Post … Continue reading Interactive Brokers Appoints Rich Repetto to its Board of Directors

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Piper Sandler
Global, United States

Piper Sandler Appoints Kate Clune as Chief Financial Officer

MINNEAPOLIS–(BUSINESS WIRE)–Piper Sandler Companies (NYSE: PIPR), a leading investment bank, today announced that effective January 1, 2024, Kate Clune became chief financial officer (CFO) at Piper Sandler. The firm previously announced in September that Clune would be assuming the CFO role from Tim Carter, who will remain with the firm through April to assist with the transition. Clune will oversee all financial operations of Piper Sandler, including leading the investor … Continue reading Piper Sandler Appoints Kate Clune as Chief Financial Officer

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