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Within Financial Services
Sam Verma, CEO, Features Among Most Influential CEOs to Watch Globally
Peoples Processing, Inc., a DBA of Direct Mortgage, Corp., announced today that their CEO, Sam Verma has recently been featured as the most influential CEOs to watch globally by Innovative Zone magazine. “For Peoples Processing, it has always been about delivering value consistently for... - March 01, 2021 - Peoples Processing
CellarStone, Inc. Welcomes David Carlson as New Vice President for Sales and Marketing
CellarStone, Inc., provider of one of the best sales commission software in the market as well as incentive compensation software and other solutions, is extremely pleased to announce that Sales Performance Management (SPM) veteran and expert, David Carlson, is joining the team as the new Vice President for Sales and Marketing. - March 01, 2021 - CellarStone, Inc.
Major IDV Vendor Shufti Pro Launches Affiliate Program - Shufti Advocates
Shufti Pro, an AI-powered identity verification service provider has launched its affiliate program, Shufti Advocates, to give businesses and influencers a chance to share a sale with Shufti Pro. Shufti Pro, a globally acclaimed company offers robust KYC/AML solutions and biometric authentication... - March 01, 2021 - Shufti Pro
Cal Coast Credit Union and the San Diego Gulls Foundation Join Forces for the San Diego Gulls Book and Learning Supply Drive
California Coast Credit Union is teaming up with the San Diego Gulls Foundation to raise funds for the San Diego Gulls Book and School Supply Drive benefitting Words Alive, a local nonprofit organization focused on reading for children, teens and families. From March 1 through March 8, community... - February 27, 2021 - California Coast Credit Union
Private Placement Markets Adds "Credit Life & Disability Insurance" to Its Mortgage Loan Programs
Steve Muehler, Managing Member of the Private Placement Markets today announced that the Firm will begin including Credit Life & Disability Insurance Options to its Mortgage Loans in March. - February 27, 2021 - Steve Muehler
Softline Wins Second Place in Microsoft E5 Open Hackathon
Softline wins second place in Microsoft E5 Open Hackathon. - February 27, 2021 - Softline Group
My Money Workshop Announces New Partnership with Mid-Hudson Valley Federal Credit Union
My Money Workshop, a nonprofit that educates teens and adults to manage their finances and to make a lifetime of informed decisions, is proud to announce that it has received a $5,000 Premiere Turning Point Sponsorship from Mid-Hudson Valley Federal Credit Union. - February 27, 2021 - My Money Workshop Inc
Foxquilt Announces New U.S. Headquarters in North Carolina and Brandon Hickey joining as VP Sales and Operations Leader
Foxquilt plans to expand to 6 U.S. states in Spring 2021. - February 26, 2021 - Foxquilt
Spencer Savings Bank Hosts “Warm Up This Winter” Drive for Bridges Outreach Nonprofit
Spencer Savings Bank recently hosted a “Warm Up This Winter” drive in support of Bridges Outreach, a non-profit organization headquartered in Union County. The bank and employees donated hundreds of new socks, gloves, hats and scarves to help keep their clients nice and warm this winter... - February 26, 2021 - Spencer Savings Bank
CEO John Steinmetz and Vista Bank Team Members Honored for Cultivating an Environment Recognized as a 2020 DBJ Best Places to Work
During the COVID-19 pandemic, companies of all sizes and across multiple industries faced unprecedented challenges. Deemed essential services and tasked with being the Amazon Prime of the CARES Act, community banks found new ways to serve their customers during the economic lockdowns. Amidst the... - February 25, 2021 - Vista Bank
Alex Ilgner Named Account Administrator at RT Environmental & Construction Professional
Alex Ilgner has been named as an account administrator within the Environmental and Construction Professional (ECP) Practice of RT Specialty. He will support the account management and policy servicing activities offered by senior management to the organization’s national network of agents,... - February 25, 2021 - R-T Specialty, LLC's Environmental & Construction Professional Practice
Does Money Buy Happiness? No. But, Structured Financial Plans May Result in a Stress-Free Life - Hoxton Capital Management Study
Statistically, people who have financial plans in place are less stressed than those who do not have any detailed financial plans. - February 25, 2021 - Hoxton Capital Management
New York Capital Group to Donate $500,000 USD to COVID Impacted Areas
New York Capital Group have announced a donation of $500,000 to hunger relief organizations worldwide for those most heavily impacted from the current pandemic. Since the start of the pandemic, food banks around the world have seen both their food supplies drop and their demand increase, which in... - February 25, 2021 - New York Capital
Private Placement Markets Launches Its “PPM Life Insurance Company Backed Commercial Mortgage Loan” Programs
Steve Muehler, Managing Member of the Private Placement Markets today announced that the Firm has just began offering its “PPM Life Insurance Company Backed Commercial Mortgage Loan Programs.” - February 25, 2021 - Steve Muehler
CompassMSP Announces Leadership Changes That Solidify the Strengths Across Their Regions
CompassMSP enhances their "Think Big, Act Local" approach to service with new leadership roles designed to bring the company together while increasing client value at a local level. - February 24, 2021 - CompassMSP
NY Merchant Capital Now Fully Operational in Singapore
NY Merchant Capital moved their operations from the NY Capital Group office in Japan to Singapore back in September 2020 and have spent the last five months making the switch. CEO, Christopher Stewart released the following statement, "As you know the reasoning behind the expansion was so we... - February 24, 2021 - New York Merchant Capital
TIS Kicks Off New Year in the US with Key New Hire, New Funding and New Business
Treasury Intelligence Solutions Inc, a leading cloud platform vendor for corporate payments, announced today that it has appointed Chris Calhoun as CEO, Americas, as part of its commitment to its strategic focus on the US market. - February 24, 2021 - Treasury Intelligence Solutions GmbH
Wolf Hill Group Places Tim Lawson as Chief Revenue Officer at RenPSG; Lawson Will Serve as Part of Company’s Executive Leadership Team
Wolf Hill Group, a nationwide executive search firm for cybersecurity talent, has announced the placement of Tim Lawson as Chief Revenue Officer at RenPSG, the largest independent philanthropic solutions provider in North America. In his new role, Lawson will serve as an integral part of the... - February 22, 2021 - Wolf Hill Group
Discount Offers for Seniors Made Available by Long-Term Care Insurance Association
Savings and discounts that can benefit seniors are now being made available by the American Association for Long-Term Care Insurance. - February 22, 2021 - American Association for Long-Term Care Insurance
Prospect Home Finance Becomes the Official Sponsor of the San Diego Gulls
Prospect Home Finance becomes the official sponsor of the San Diego Gulls! - February 21, 2021 - Prospect Home Finance
Registration Opens for National Medicare Supplement Insurance Conference
The American Association for Medicare Supplement Insurance has opened registration for the 2021 National Medicare Insurance Conference taking place in NW Chicago. - February 21, 2021 - American Association for Medicare Supplement Insurance
Sexton Advisory Group Discusses 5 Things to Know When Considering a ROTH IRA Conversion
Financial Consultant Steve Sexton Shares the Perks and Pitfalls of a ROTH Conversion - February 20, 2021 - Sexton Advisory Group
Very Important Relationships, Inc. Announces New User Interface for Its CashBack Malls
Very Important Relationships, Inc. (VIR), http://myvir.com, one of the nation’s premier builders of Internet CashBack Rewards Shopping Malls announces it has released a new End User Interface to make shopping in its online CashBack Rewards malls easier than ever. Most CashBack Shopping Malls... - February 20, 2021 - Very Important Relationships, Inc.
Long-Term Care Insurance Association Partners to Help Consumers with Claims Problems
The American Association for Long-Term Care Insurance has announced a special effort to support and assist insurance policyholders with claims questions or a need for greater assistance in the long-term care insurance claim filing process. - February 20, 2021 - American Association for Long-Term Care Insurance
Long-Term Care Insurance Policy Usage Projections Reported by AALTCI
The likelihood of using a long-term care insurance policy purchased at age 65 is 50 percent according to data released by the American Association for Long-Term Care Insurance. - February 19, 2021 - American Association for Long-Term Care Insurance
American Street Capital Arranges $8.1 Million for Multifamily Complex in Riverdale, GA
American Street Capital (“ASC”) announced today that it has arranged an $8.1 million cash-out refinance loan for a 150-unit multifamily complex in Riverdale, GA. Located approximately 13 miles from the Atlanta central business district, Riverdale is a southern suburb with proximity to... - February 18, 2021 - American Street Capital
SAN Group Welcomes Price Right Insurance of Connecticut
The Newest SAN Member Agency Serves West Hartford and Surrounding Areas - February 18, 2021 - SAN Group
Monahan Returns to AUI as Florida Property and Casualty Senior Broker
Appalachian Underwriters, Inc. (AUI) is pleased to welcome Kimberly Monahan to the Brokerage Department as a Senior Property Casualty Broker. Kim’s focus will be accounts not readily available in the standard markets of property and casualty. - February 18, 2021 - Appalachian Underwriters, Inc.
Shift Technology and CRIF Collaborate in the Fight Against Insurance Fraud
MIB CUE Members Will Be Able to Access Fraud Intelligence Data from CRIF’s Sherlock Service To Strengthen Shift Claims Fraud Detection Analysis. - February 18, 2021 - CRIF
NY Merchant Capital to Donate $500,000 USD in 2021 to Those Most Impacted by the Pandemic
NY Merchant Capital today announced a donation of $500,000 to hunger relief organizations worldwide for those most heavily impacted from the current pandemic. Since the start of the pandemic, food banks around the world have seen both their food supplies drop and their demand increase, which in... - February 18, 2021 - New York Merchant Capital
CreditQ: an Application for MSMEs to Report Business Credit Defaulters
CreditQ, a business credit monitoring company, has launched an application with the same name that lets businessmen and MSMEs report their credit commercial defaulters. Their services extend to startups and small businesses that are making partnerships with other businesses. This app was created... - February 17, 2021 - CreditQ
STL Risk Management LLC Joins Valley Insurance Agency Alliance
Seasoned executive Todd Matzat founded his insurance agency in 2020. - February 17, 2021 - Valley Insurance Agency Alliance
NPPG Expands Employer Retirement Plan Services as a Pooled Plan Provider
NPPG announced that the company will serve as the Pooled Plan Provider (PPP) to the Lockton Companies, LLC (Northeast Series) Pooled Employer Plan (PEP), EZ Flex 401(k). NPPG’s Florida office, formerly Pinnacle Financial Services, a leader in the MEP/PEP industry, will serve as the... - February 17, 2021 - NPPG, Inc.
For the First Time Ever, Softline Was Recognized as the Best Industrial Design Solutions Partner of Siemens Digital Industries Software
Siemens Digital Industries Software, the world renowned developer of software products for industrial design, for the first time ever recognized Softline as the best partner in the EMEA region. - February 17, 2021 - Softline Group
Shufti Pro’s Reveals That Global Identity Fraud Increased 3.36% in 2020
Shufti Pro, a worldwide KYC and AML service provider empowered with cutting edge AI, recently published its 2020 Global Identity Fraud Report which unveiled that identity fraud increased by 3.36% in 2020. According to the report, account takeovers and identity thefts are the most common types of... - February 17, 2021 - Shufti Pro
SuccessFluent Gains Ground as a Financial Service Firm in USA, Representatives Claim
SuccessFluent, a growing financial service and accounting firm in the USA, recently showcased, at its annual conference, its mounting portfolio of clientele, along with the plethora of positive reviews the firm received for its operations. - February 16, 2021 - SuccessFluent
Kyle Hall Appointed Vice Chairman, ETA Technology Committee
The Electronic Transaction Association (ETA) appoints Kyle Hall as Co-Chairman of the ETA Technology Committee. Hall is poised to develop thought leadership around current and emerging payments technologies. He and the committee will continue to create resources for merchants and other ETA members... - February 16, 2021 - PayKings
Celebrity Guru Thomas Chappell Presents ARIDO Multi-Billion Dollar Collection During Golden Globes 2021
Founded by a scion descendant of the Maimonides, a prominent 11th century family, that set sail to South East Asia bringing gems and luxury goods back to Europe, Jesse Raphael & Celebrity Guru Thomas Chappell, a world class designer with a background in fashion, art and history. - February 16, 2021 - ARIDO Jewelry
iGrad and Grand Valley State University Provide Financial Literacy Education to TRIO Students
Grand Valley State University and iGrad partner to provide college students with interactive financial literacy education. - February 15, 2021 - iGrad
Steve Muehler & Private Placement Markets Resumes Regulation A+ IPO Consulting Operations
Steve Muehler today announced that Private Placement Markets will Resume Regulation A+ IPO Advisory Services. - February 15, 2021 - Steve Muehler
Foxquilt Becomes First in Canada to Provide Small Business Insurance All Online
Foxquilt builds new, sophisticated underwriting platform, allowing small business owners to quote, bind and purchase tailored business insurance online and up-front. - February 15, 2021 - Foxquilt
Steve Muehler & Private Placement Markets to Include “Private Paralegal Services” Starting in July
Steve Muehler today announced that Private Placement Markets will include its “Private Paralegal Service” division starting in July, marking the completion of the Company’s year long expansion efforts. - February 14, 2021 - Steve Muehler
Seedfunders Opportunity Fund Invests in weRise
Seedfunders, the early-stage investment firm headquartered in St Petersburg, Florida has announced an investment of $50,000 in weRise through the recently developed Opportunity Fund. weRise's mission is to close the wealth gap for underrepresented groups by promoting wealth-building investment... - February 13, 2021 - Seedfunders
Robert C. Gunst, Jr. Named Partner
Promoted to Partner - February 12, 2021 - Baucom, Claytor, Benton, Morgan & Wood, P.A.
Sundie Seefried Ends Career as CEO of Partner Colorado Credit Union to Lead New Cannabis Company
Sundie Seefried Chooses to End Career as CEO of Partner Colorado to Lead New Cannabis Company - February 12, 2021 - Partner Colorado Credit Union
Simon Davis Joins Impec Group as SVP of Workplace Technology
Simon Davis, a recognized thought leader in real estate technology, joins Impec Group. Mr. Davis will serve as SVP of Workplace Technology. Mr. Davis brings with him experience in technology solutions, machine learning, virtual design, workplace optimization, and IWMS consulting/software. - February 12, 2021 - Impec Group
Denver Law Firm Announces Name Change: Shapiro Bieging Barber Otteson is Now Otteson Shapiro
Shapiro Bieging Barber Otteson announced a name change to Otteson Shapiro. The law firm has offices in Denver and Dallas that support a national client base. - February 12, 2021 - Otteson Shapiro LLP
HousingIQ Survey: Kentucky Housing Market Heats Up
Houses to sell faster as foot traffic picks up. - February 11, 2021 - WAIN Street
National Medicare Supplement Insurance Association Seeks Conference Speakers
The American Association for Medicare Supplement Insurance announced a search for speakers for the industry's 2021 national Medigap insurance industry Summit. - February 11, 2021 - American Association for Medicare Supplement Insurance
Martin Horvat Will Now Head New York Capitals European Department
New York Capital today announced that Martin Horvat will now head their European department after long time employee Graham Farley retired earlier this year. Chris Stewart CEO released the following statement in regards to Martins appointment. "Firstly we would like to thank Graham for his... - February 11, 2021 - New York Capital