(Photo: Wells Fargo)

Jason M. Rosenberg to Join Wells Fargo as Head of Public Affairs

SAN FRANCISCO–(BUSINESS WIRE)–Wells Fargo & Company (NYSE: WFC) announced today that Jason M. Rosenberg will join the company on April 15 as Head of Public Affairs, reporting to CEO Charlie Scharf and joining the company’s Operating Committee. As Head of Public Affairs, Rosenberg will have responsibility for the company’s Corporate Communications, Corporate Marketing, Government Relations and Public Policy, Philanthropy and Community Impact, and Sustainability groups. … Continue reading Jason M. Rosenberg to Join Wells Fargo as Head of Public Affairs

CFRA

CFRA announces key leadership changes to drive next-level growth; elevates Theresa Torian to CEO

Torian elevated to CEO; Patricia Wilson to become Chief Solutions Officer; Alan Elworthy to become Chief Revenue Officer; Peter de Boer to become Executive Chairman. NEW YORK–(BUSINESS WIRE)–CFRA, one of the world’s leading providers of independent investment research, today announced several changes to its leadership team to bolster its client-first strategy, enhance leadership depth, and drive next-level growth. “Patricia and Alan are uniquely positioned after … Continue reading CFRA announces key leadership changes to drive next-level growth; elevates Theresa Torian to CEO

Northern Trust

Northern Trust Asset Management Names CIO of Global Fixed Income

Christian Roth Brings 30+ Years of Experience in Fixed Income Investment Management CHICAGO–(BUSINESS WIRE)–Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.18 trillion in assets under management as of December 31, 2023, announced today that Christian (Chris) Roth has been hired as Chief Investment Officer of Global Fixed Income. “Chris’s hire plays a key role in NTAM’s continued investment in our … Continue reading Northern Trust Asset Management Names CIO of Global Fixed Income

Santander

Santander Names Swati Bhatia Head of Retail Banking and Transformation

Appointment underscores the Santander US commitment to transforming the Retail Bank March 27, 2024 11:24 AM Eastern Daylight Time BOSTON–(BUSINESS WIRE)–Santander Bank, N.A. (“Santander Bank” or “the Bank”) announced today that Swati Bhatia has joined as head of Retail Banking and Transformation, effective immediately. Bhatia reports to Tim Wennes, Santander Bank CEO and Santander US country head, and to Daniel Barriuso, global head of Retail … Continue reading Santander Names Swati Bhatia Head of Retail Banking and Transformation

National Bank of Coxsackie

Lisa Dixon-watson Joins National Bank of Coxsackie as Assistant Vice President/Branch Manager of Cairo Branch

COXSACKIE, N.Y.–(BUSINESS WIRE)–The National Bank of Coxsackie (NBC) announced today that Lisa Dixon-Watson has recently joined NBC as an Assistant Vice President/Branch Manager of their Cairo Branch. “Lisa brings decades of experience in community banking to National Bank of Coxsackie”Post this Ms. Dixon-Watson brings over thirty years of banking experience to NBC. Having previously served as Branch Manager IIII, AVP for Community Bank (formally Kinderhook … Continue reading Lisa Dixon-watson Joins National Bank of Coxsackie as Assistant Vice President/Branch Manager of Cairo Branch

AlTi

AlTi Tiedemann Global Announces Promotion of COO, Kevin Moran to President

March 22, 2024 08:35 AM Eastern Daylight Time NEW YORK–(BUSINESS WIRE)–AlTi Global, Inc. (NASDAQ: ALTI), a leading independent global wealth and alternatives manager with over $70 billion in combined assets, announces an update on its leadership team structure. This is intended to optimize AlTi’s management structure to ensure the business is best placed to capitalize on the compelling growth opportunity ahead, in particular following the … Continue reading AlTi Tiedemann Global Announces Promotion of COO, Kevin Moran to President

ZayZoon

ZayZoon Raises $15M in Series B Extension from Viola Fintech and Intuit Ventures

Just Six Months After Previous Raise, the Extension Brings Series B Total Funding to $49.5 million, Adding New Strategic Investors Following Strong Growth and Momentum March 26, 2024 09:00 AM Eastern Daylight Time PHOENIX–(BUSINESS WIRE)–ZayZoon, the leading Earned Wage Access (EWA) provider for small and mid-sized businesses, today announced it has raised US $15 million in an extension of its Series B financing. This round … Continue reading ZayZoon Raises $15M in Series B Extension from Viola Fintech and Intuit Ventures

TreviPay

TreviPay Introduces New Financing Option and Payment Application Features for B2B Net Terms Programs

New features allow sellers to optimize their order-to-cash process with TreviPay’s managed services and composable A/R automation platform March 26, 2024 07:00 AM Eastern Daylight Time OVERLAND PARK, Kan.–(BUSINESS WIRE)–TreviPay, the most-trusted B2B payments and invoicing network, today announces a new self-financing option along with enhanced payment application features to give sellers more control over their trade credit portfolio while leveraging TreviPay’s configurable technology platform. The option … Continue reading TreviPay Introduces New Financing Option and Payment Application Features for B2B Net Terms Programs

Sallie Mae

Application Window Now Open for The Sallie Mae Fund’s Bridging the Dream Scholarship Program

Company Expanding Program to Offer 40 Scholarships Collectively Worth up to $400,000 to High School Students and Again Offers $10,000 Scholarships to 10 Graduate Students March 25, 2024 02:17 PM Eastern Daylight Time NEWARK, Del.–(BUSINESS WIRE)–The Sallie Mae Fund, in partnership with Thurgood Marshall College Fund, is now accepting applications for two college scholarship programs to help students from underserved and underrepresented communities access higher education. “Through … Continue reading Application Window Now Open for The Sallie Mae Fund’s Bridging the Dream Scholarship Program