Coldstream Appoints Rush Benton, CFA®, to Board of Directors
Gorman Jones CEO and former CAPTRUST executive brings extensive wealth management M&A experience to growing Pacific Northwest firm
Gorman Jones CEO and former CAPTRUST executive brings extensive wealth management M&A experience to growing Pacific Northwest firm
Variant Investments, LLC (Variant), an SEC-registered alternative credit investment manager, today announced the appointments of Corey Perlmutter as Senior Vice President of Risk Management and Brandon Jones as Senior Vice President of Investment Analytics. Variant also announced that Erik Baun has joined the firm as Senior Associate of Valuations and Lorena Ledesma has joined as Senior Associate of Investments. Perlmutter and Jones both report to Bob Elsasser, a Co-founder and Principal at Portland, Oregon-based Variant. “As Variant continues to expand and evolve, we are building...
Anne Fortner promoted to EVP, chief credit officer; Bob Derrick to retire
Elevating retail and business customers' experience with the power of Alkami's full suite of products – digital banking, Positive Pay & ACH Reporting
Mastercard Biz360™ aims to save business owners’ time and resources with a one-stop shop to manage the non-stop workday
Funding to help accelerate product and commercial growth and strengthen position in the banking and payment vertical SaaS market
Combat tech bloat in banking with strategic audits, streamlined systems, and modern solutions. Enhance efficiency, security, and innovation while minimizing complexity.
The new capital, including funding from Shopify founder Tobi Lütke and Slack founder Stewart Butterfield, will accelerate the expansion of Neo Financial’s suite of innovative financial services products, offering competitive alternatives to traditional banks
Roth Capital Partners, LLC (“ROTH”), www.roth.com, today announced the appointment of Michael Guzman and Salomon Kamalodine as Managing Directors and Co-Heads of Innovations Investment Banking. Before joining ROTH, Michael was a Managing Director in investment banking at B. Riley Securities for 10 years, advising public and private clients on mergers and acquisitions, capital formation, and various financing transactions. Earlier in his career, he spent over 12 years at Cantor Fitzgerald, where he managed institutional accounts and led the corporate &...
Cathy W. Liles has been appointed Senior Vice President and Chief Financial Officer of Old Point Financial Corporation (NASDAQ: OPOF) and Executive Vice President and Chief Financial Officer of Old Point National Bank. Cathy has served as Old Point’s Interim Chief Financial Officer since July of this year. “Cathy’s experience in the banking industry as well as her broad background in accounting make her a beneficial addition to Old Point’s executive team and her appointment reflects...