Tag: Financial Services

Definiti
Global, United States

Definiti Appoints Kristin Andreski as Chief Executive Officer

Industry veteran brings 25+ years of management, operational and leadership experience in the retirement and benefits space HOUSTON–(BUSINESS WIRE)–Definiti LLC, a national leader in retirement services, today announced the appointment of Kristin Andreski as Chief Executive Officer, effective immediately. Ms. Andreski has served in several senior executive roles across the retirement and employer services industry, most notably as the Head of Retirement Services for ADP. … Continue reading Definiti Appoints Kristin Andreski as Chief Executive Officer

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INSIGNEO
Global, United States

Patricia Holder and Nicole Spirgatis join Insigneo’s Network

MIAMI–(BUSINESS WIRE)–Insigneo, a global leader in wealth management services, proudly welcomes financial advisors Patricia Holder and Nicole Spirgatis, along with Renato Izaguirre as a Client Associate, to its network. Together, they form Phoenix Private Client Group, a testament to unwavering client service and dedication. “We are excited to welcome Patricia and Nicole to Insigneo. Their experience and success in international markets perfectly align with our … Continue reading Patricia Holder and Nicole Spirgatis join Insigneo’s Network

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Fiserv
Global, United States

Fiserv Appoints Lance Fritz to Board of Directors

BROOKFIELD, Wis.–(BUSINESS WIRE)–Fiserv, Inc. (NYSE: FI), a leading global provider of payments and financial services technology, today announced the appointment of Lance Fritz to its board of directors. “His substantial experience as an operations-focused CEO, senior executive, and director across a diverse range of industries will bring unique perspective to the Fiserv board as we continue to execute on our strategic growth priorities.”Post this Fritz served … Continue reading Fiserv Appoints Lance Fritz to Board of Directors

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OCC
Global, United States

OCC Appoints Former Optiver Executive as Chief Financial Risk Officer-Elect

Massimo Cutuli will succeed current CFRO Dale Michaels, who is set to retire in March CHICAGO–(BUSINESS WIRE)–OCC, the world’s largest equity derivatives clearing organization, today announced that Massimo Cutuli has joined OCC as Chief Financial Risk Officer-Elect and will succeed current CFRO Dale Michaels following his upcoming retirement. “He and his team were instrumental in developing our Financial Safeguards Framework, our new liquidity stress testing approach and … Continue reading OCC Appoints Former Optiver Executive as Chief Financial Risk Officer-Elect

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X-CALIBER RURAL
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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