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Within Financial Services
Touchstone Advisors LLC Announces New Partners
Touchstone Advisors LLC of Hartford, CT has named Jeffrey Rich, CFA and Steven Pappas, M&A MI as Partners in the firm. Prior to their promotion, Jeff and Steve were M&A Advisors at Touchstone and will continue to work directly with clients providing Merger and Acquisition and Exit Planning... - July 28, 2017 - Touchstone Advisors
Commercial Insurance Agents Reveal Top Industry Carriers
38 companies have come out on top in a list recognizing the top carriers voted by insurance agents. - July 28, 2017 - Key Media
One Park Financial Makes Top 100 Best Companies List
One Park Financial is crowned for the second time this year as a Best Company to Work - July 28, 2017 - One Park Financial
Castle Placement Named Exclusive Placement Agent for $65 Million Raise for Energy Producers
Energy Producers, Inc. (EPI) announced today that it has engaged Castle Placement as its exclusive placement agent to raise $65 million of capital to lease 8,000 acres in Crockett County, TX (Midlin Basin) for oil and gas drilling and development. This opportunity represents the largest estimated... - July 28, 2017 - Castle Placement
American-Macedonian Outsourcing Company Announces High Profile CEO
Former Macedonian Minister of Foreign Investments Jerry Naumoff Named CEO of Taskforce BPO - July 28, 2017 - Taskforce BPO
A R Foundation Introduces the First Blockchain Asset Backed by Water Rights
The A R Foundation LLC has announced the launch of the AQUA Rights platform. The first water rights backed asset utilizing Blockchain technology. The foundation will utilize Ethereum's Smart Contracts technology to create less volatile asset backed tokens. Thus creating a new digital asset backed... - July 27, 2017 - A R Foundation
FinTech Payments Corp Selected for Startup Pitch at Money20/20
FinTech Payments Corp was chosen from Hundreds of Applicants as One of the Most Innovative and Relevant Startups in FinTech. The company, which has a patent-pending software to upgrade payments processing using data analytics and machine learning, will appear on stage as one of an elite group selected to present at the prestigious conference, which is attended by over 11,000 people in October. - July 27, 2017 - FinTech Payments Corp
DRI Fund ("DRI") Announces Success of Loan Origination Program Focused on Providing Financing to Underserved Communities
DRI Fund provides direct financing to those most in need through its affordable housing initiatives in low and moderate income areas. - July 27, 2017 - DRI Fund
Pascha Kelley Has Joined the Ziglar Team
Zig Ziglar was recognized by his peers as the quintessential motivational genius of our times. His life-changing messages are being carried on by the next generation, which includes Pascha Kelley of Birmingham, Alabama. - July 27, 2017 - Pascha Kelley - Ziglar Legacy Trainer
Consecutus Quarter 2 Figures Again Beat Estimates
Consecutus quarter 2 figures have beaten their estimates by 14% adding to their quarter 1 figure increase of 11%. - July 27, 2017 - Consecutus
Fountainhead Commercial Capital Finances Over $25 Million in Commercial Real Estate in Second Quarter of 2017
Nonbank commercial lender finances over $43 million in first half of 2017. - July 27, 2017 - Fountainhead Commercial Capital
Michelle Lucas Named Director, Financial Services Operations
The Cason Group Has Promoted Michelle Lucas to Director of Financial Services Operations - July 27, 2017 - The Cason Group
Eric Griffin Named Executive Vice President, Financial Services
The Cason Group has Promoted Eric Griffin to Executive Vice President of Financial Services - July 27, 2017 - The Cason Group
FNA Insurance Services’ Michele Burke Named President of the Monmouth Ocean Chapter of New Jersey Association of Health Underwriters
FNA Insurance Services (FNA), a leading employee benefits general insurance agency, announced that Michele Burke, Vice President of Employee Benefits, has been elected President of the Monmouth-Ocean Chapter (MOAHU) of the New Jersey Association of Health Underwriters (NJAHU) effective July 1, 2017. - July 27, 2017 - FNA Insurance Services
Long-Term Care Insurance Association Plans 1035 Exchange National Campaign
To create heightened awareness of the ability to use 1035 exchanges of life insurance to pay for long term care, a major national campaign is being planned by the American Association for Long-Term Care Insurance. - July 27, 2017 - American Association for Long-Term Care Insurance
Free Webinar: How to Get Your Retirement Account to Work Harder
This training is the 3rd in the Wealth Building Webinar series. The Webinar is free for all to attend live, but the recording will only be made available to members of the Wealth Building Webinar series. - July 27, 2017 - TaxLienLady.com
Medicare Supplement Insurance Association Prepares for Open Enrollment Effort
A consumer awareness and education initiative linked to the upcoming Medicare Open Enrollment period is planned by the American Association for Medicare Supplement Insurance. The campaign will help link consumers with local Medicare insurance agents. - July 26, 2017 - American Association for Medicare Supplement Insurance
SAFE Federal Credit Union Names Three Assistant VPs to Oversee Branches
Three AVPs have been named to oversee SAFE FCU's 19 branches. - July 26, 2017 - SAFE Federal Credit Union
Bill Bent Joins AmeriFirst Financial, Inc. as Chief Strategy Adviser
AmeriFirst Financial, Inc. a trusted provider of mortgage loans for over 25 years, announced today that Bill Bent has joined its staff in a newly created position, as Chief Strategy Adviser. Bent is responsible for providing guidance on strategic growth initiatives and recruitment... - July 25, 2017 - AmeriFirst Financial, Inc.
Melissa Miller Joins PrivatePlus Mortgage
PrivatePlus Mortgage, a division of National Bank of Commerce, has named Melissa Miller a Loan Officer Assistant. She's part of the team opening PrivatePlus' new North Atlanta office in Alpharetta. - July 25, 2017 - PrivatePlus Mortgage
New Canadian Service BillCrush.ca Promises to Lower Monthly Bills
A new Calgary-based start-up has created the first online service for Albertan’s wanting to lower their monthly bills like utilities, cell phones and internet during these challenging financial times. “It’s really exciting because by shopping around, the savings are significant... - July 25, 2017 - BillCrush.ca
3 MassMutual Greater Houston Agents Earn Professional Designation in Family Business Planning
Three financial services professionals with MassMutual Greater Houston – a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) – have earned the Certified Family Business Specialist (CFBS) designation. MassMutual Greater Houston Midtown shows commitment to business owners and their planning needs through continuing professional education. - July 25, 2017 - MassMutual Greater Houston
Patrick Quinn Joins Atlanta-Based National Mortgage Organization, PrivatePlus
Patrick Quinn joins Atlanta-based PrivatePlus Mortgage, spearheading a new North Atlanta office. - July 24, 2017 - PrivatePlus Mortgage
Anti-Money Laundering Summit Set for Denver Fed
The August 1 Bank Secrecy Act / Anti-Money Laundering Mile High Summit at the Federal Reserve Bank of Kansas City, Denver Branch, will provide attendees with comprehensive information about BSA/AML and will feature expert speakers and panelists from government, industry, legal, and law enforcement. - July 23, 2017 - Otteson Shapiro LLP
Cleveland-Marshall College of Law Board of Visitors Appoints Attorney Brent M. Buckley as Board Chair
Buckley King is proud to announce that its managing partner, Brent M. Buckley, has been appointed chair of Cleveland State University's Cleveland-Marshall College of Law Board of Visitors. In that role, Buckley will serve as a senior advisor to the dean of the 120-year-old law school. - July 22, 2017 - Buckley King
Columbia, Maryland’s Gary Williams of Williams Asset Management Honored for Charitable Work with the Brigance Brigade Foundation
Gary Williams, Board Member for The Brigance Brigade Foundation in Hunt Valley, Maryland received Honorable Mention for philanthropic excellence in the eleventh annual Invest in Others Awards. The Invest in Others Charitable Foundation established its awards program to recognize the charitable... - July 22, 2017 - Williams Asset Management
Sun Acquisitions Has Been Engaged to Sell a Commercial Printing Business in Chicago
Sun Acquisitions announced today that it has been engaged to sell a commercial printing franchise in Chicago. The business has been in operation for 32 years and provides printing, copying and mail fulfillment services. The business is located in a busy commercial area and has little competition. - July 22, 2017 - Sun Acquisitions
Hospitality Funding Advises Newark Hotel Acquisition
Hospitality Funding raised funding for the SpringHill Suites by Waramaug LS Hotels. - July 22, 2017 - Hospitality Funding
Appalachian Underwriters Welcomes New Director of Underwriting for Personal Lines
Appalachian Underwriters, Inc. is pleased to announce the addition of the new Director of Underwriting for Personal Lines, Brad Burton, to their Oak Ridge office. In directing the development of and compliance with underwriting requirements applicable to the various programs under management,... - July 22, 2017 - Appalachian Underwriters, Inc.
Consus Global Continues Expansion with New Office in the U.A.E.
New Dubai office to support expansion in the Middle East. - July 22, 2017 - Consus Global
Jetico Disk Encryption Delivers Safe and Easy Upgrade to Windows® 10 Creators Update
BestCrypt Volume Encryption satisfies users of encryption software with migration to Windows® 10 without decrypting the drive. - July 22, 2017 - Jetico Inc.
Launch of "TANGIBLE, How Physical Assets Can Protect You From The Coming Stock Meltdown" Coincides with a Record, & Overvalued, Stock Market" by Cappy Price
In the midst of the current unjustifiably bloated state of asset market valuations, there has never been a more important time for middle-income Americans to be invested in real goods. - July 21, 2017 - Cappy Price Consulting
John A. DeSalva, President, Georgetown Financial Group, Inc. is Honored with Chairman’s Award at CAN Connect 2017
Georgetown Financial Group, Inc. a full-service financial services firm in Georgetown, CT is pleased to announce that its founder and president, John A. DeSalva, has been honored with the Chairman’s Award from Cetera Advisor Networks (CAN) at its annual Connect conference, held this year in... - July 21, 2017 - Georgetown Financial Group, Inc.
Powers Insurance and Valley Insurance Agency Alliance Relocate Headquarters
Companies move from Clayton to the City of St. Louis after 25 years - July 21, 2017 - POWERS Insurance & Risk Management
WeCompete Lenders Partners with Mercury Advance LLC to Empower More Merchants
WeCompete Lenders this week announced a broad partnership with Mercury Advance LLC. The new partnership is expected to spark better funding options and innovating business products to merchants. “This week’s announcements for WeCompete Lenders is another solid step to build on our... - July 21, 2017 - WeCompete Lenders
Serve First Solutions Announces Partnership with iCoreConnect
Serve First Solutions is excited to announce its partnership with iCoreConnect, a national provider of comprehensive secure communications and Practice Management Solutions for the healthcare community. iCoreConnect offers dentists and other healthcare professionals the use of a HIPAA compliant... - July 21, 2017 - Serve First Solutions
Serve First Solutions VP to Speak at the 2017 American Dental Association Management Conference in Chicago, July 24th
Ryan Kosarek, VP of Serve First Solutions, will be a featured speaker at the American Dental Association Management Week Conference. He will present, “The Significance of Payment Services and Solutions in the Dental Industry.” Management Conference Week is a unique opportunity for... - July 21, 2017 - Serve First Solutions
INTAC Announces Its ASPPA Certification Renewal for Retirement Plan Service Provider Excellence
Intac Actuarial Services, Inc. earns it's CEFEX (Centre for Fiduciary Excellence) certification renewal for the fifth consecutive year. - July 21, 2017 - Intac Actuarial Services, Inc.
MDO Partners Advises on New Venture for Grove Bay Hospitality Group and Top Chef Winner Jeremy Ford
Managing Partner Richard Montes de Oca Spearheads Asset Acquisition and Long-Term Commercial Lease for Stubborn Seed. - July 20, 2017 - MDO Partners
Sun Acquisitions Announces the Sale of Savocchi Glass
Sun Acquisitions is pleased to announce the sale of Savocchi Glass. Savocchi has been a staple in the Northshore community for over 60 years for glass replacement and restoration services to commercial and residential customers. The business was second generation family owned. Savocchi has... - July 20, 2017 - Sun Acquisitions
Long-Term Care Insurance Association Reports 39 Percent Increase in Consumer Inquiries
The number if consumers requesting long term care insurance information and costs from the American Association for Long Term Care Insurance increased 39 percent in the first half of 2017. - July 20, 2017 - American Association for Long-Term Care Insurance
AmericaTowne and ATI Modular Announce License to Operate in Anhui Province
AmericaTowne, Inc. (“AmericaTowne”) and its subsidiary, ATI Modular Technology Corp., announced today that Anhui Ao De Xin Modular New Building Material Co., Ltd received its charter and license to operate in Anhui Province, Chizhou City China. - July 19, 2017 - AmericaTowne, Inc.
South Coast Surety's New Program Helps Landscape Contractors Generate More Profits
Fear of dealing with Surety Bond Companies keeps a lot of Landscape Contractors from bidding on annual maintenance contracts or landscape installations and repair work. South Coast Surety has developed a new Commercial Contract Surety Program that actually helps firms get established or improve their ability to bid on the growing number of public works. - July 19, 2017 - South Coast Surety
TAG in Orange County Appoints New Controller
Justin Atneyel brings eight years of experience in the accounting field to strengthen resources for corporate outsourced accounting division and TAG Family CFO. - July 19, 2017 - TAG
Castle Placement Named Exclusive Placement Agent for $4 Million Raise for TruckPay
Truckpay announced today that it has engaged Castle Placement as its exclusive placement agent to raise $4 million of equity to support continued product development, staffing, sales and marketing. TruckPay is a niche enterprise software solution that efficiently manages the logistics of and... - July 19, 2017 - Castle Placement
Castle Placement Named Exclusive Placement Agent for $25 Million Raise for CarFund
CarFund announced today that it has engaged Castle Placement as its exclusive placement agent to raise $25 million of capital. The proceeds will be used to launch CarFund’s unique online auto dealership, and fund vehicle inventory. Based in New York and Los Angeles, CarFund will use its... - July 19, 2017 - Castle Placement
Medicare Supplement Insurance Association Director Gives Free BFO Marketing Webinar
A free webinar on BFO Marketing for insurance agents was given today by the director of the American Association for Medicare Supplement Insurance. BFO stands for Be Found Online shared Jesse Slome, the Association's head and an award-winning marketing professional. - July 19, 2017 - American Association for Medicare Supplement Insurance
Castle Placement Named Exclusive Placement Agent for $21 Million Raise for APIAM Technologies
APIAM Technologies, Inc. (APIAM) announced today that it has engaged Castle Placement as its exclusive placement agent to raise $21 million of capital to complete R&D, launch the product, secure supplier purchase orders and fund transaction expenses. APIAM is a cutting-edge cargo tracking... - July 19, 2017 - Castle Placement
ONE Park Financial Opens Second Location in Coconut Grove
One Park Financial, a leader in providing capital to small and mid-sized businesses, has announced the opening of their second location in Coconut Grove. One Park Financial has been offering businesses a hassle-free and extremely efficient process of securing business capital without the headache... - July 19, 2017 - One Park Financial
eCU Mortgage Names Candace Jones to Key Business Development Position
Mortgage industry veteran joins First Service's eCU Mortgage. - July 19, 2017 - First Service Credit Union