First Republic Bank

Jay Cherrie Joins Boardwalktech's Advisory Board

Retrieved on: 
Donnerstag, Mai 9, 2024
Financial services, Velocity, Risk, Appian Corporation, First Republic Bank, Boardwalk, Charles Schwab Corporation

CUPERTINO, Calif., May 9, 2024 /PRNewswire/ - (TSXV:BWLK; OTCQB:BWLKF) Boardwalktech Software Corp ("Boardwalktech" or the "Company"), the leading Digital Ledger platform and enterprise software applications company, is pleased to welcome Jay Cherrie to the Company's corporate advisory board and as a business development asset.

Key Points: 
  • CUPERTINO, Calif., May 9, 2024 /PRNewswire/ - (TSXV:BWLK; OTCQB:BWLKF) Boardwalktech Software Corp ("Boardwalktech" or the "Company"), the leading Digital Ledger platform and enterprise software applications company, is pleased to welcome Jay Cherrie to the Company's corporate advisory board and as a business development asset.
  • Over his career, Jay Cherrie has had senior executive roles including Global Industry Lead (Financial Services) for Appian Corporation, Chief Technology Officer for First Republic Bank, and led the technology strategy department for Charles Schwab Bank.
  • "We are thrilled to have Jay join our advisory board," said Andrew T. Duncan, CEO of Boardwalktech.
  • "I am proud to be joining the Boardwalktech advisory board and also joining Boardwalk in a business development role," said Jay Cherrie.

Five Star Bancorp Announces the Hiring of San Francisco Bay Area Banking Professional and the Full Exercise and Closing of Underwriters’ Option to Purchase Additional Shares in the Company’s Underwritten Public Offering

Retrieved on: 
Mittwoch, April 10, 2024
Sale, University, Prospectus, Investment, Star Bank, Economics, Security (finance), Silicon Valley Bank, Signature Bank, Bank of America, Wachovia, Form, Exercise, Senior, Flagstar Bank, California Street, Bank, Keefe, Bruyette & Woods, S-3, Five Star Bank, First Republic Bank, San Francisco Bay, Telephone, Growth, Wells Fargo

Grafeld will help advance Five Star Bank’s expansion strategy in the San Francisco Bay Area with personalized, concierge commercial banking service in Marin County.

Key Points: 
  • Grafeld will help advance Five Star Bank’s expansion strategy in the San Francisco Bay Area with personalized, concierge commercial banking service in Marin County.
  • “Casey Grafeld is an excellent addition to Five Star Bank’s San Francisco Bay Area team of highly experienced commercial banking professionals.
  • Adding Casey to our team exemplifies our commitment to expansion and client service in the San Francisco Bay Area,” said Five Star Bank San Francisco Bay Area Region President, DJ Kurtze.
  • I also am delighted to extend Five Star Bank’s Bay Area presence and personalized commercial banking services to Marin County, where I’ve lived for 25 years,” said Grafeld.

Newfront Announces Appointment of Katherine August-deWilde to Board of Directors

Retrieved on: 
Donnerstag, April 25, 2024
Professional Services, Insurance, Finance, Goucher College, Business, Culture, Multimedia, First Republic Bank, Eventbrite, Growth, Management

Newfront, the tech-driven insurance brokerage firm based in San Francisco, today announces the appointment of Katherine August-deWilde to the Newfront Board of Directors.

Key Points: 
  • Newfront, the tech-driven insurance brokerage firm based in San Francisco, today announces the appointment of Katherine August-deWilde to the Newfront Board of Directors.
  • Ms. August-deWilde brings 30 years of expertise in the financial services industry to the Board.
  • View the full release here: https://www.businesswire.com/news/home/20240425298534/en/
    “We are pleased to welcome Katherine to the Newfront Board,” said Newfront Co-Founder and Chief Executive Officer Spike Lipkin.
  • “I look forward to joining the board of directors to support the company’s client-focused culture and business strategy.”

Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint

Retrieved on: 
Freitag, April 19, 2024
Republic Bank, Risk, Partnership, Barron's, First Republic Bank, SAN, Knowledge

SAN FRANCISCO, April 19, 2024 /PRNewswire/ -- Cresset announced today that it has welcomed two new advisory teams to its San Francisco office. Previously with J.P. Morgan Wealth Management, and prior to that First Republic Bank, the two teams comprise three lead advisors and 12 supporting financial professionals. The teams previously managed approximately $5 billion in assets on behalf of 160 client households in their former roles.

Key Points: 
  • SAN FRANCISCO, April 19, 2024 /PRNewswire/ -- Cresset announced today that it has welcomed two new advisory teams to its San Francisco office.
  • The teams previously managed approximately $5 billion in assets on behalf of 160 client households in their former roles.
  • Their presence extends beyond San Francisco, with specialized services tailored to serve clients across the country.
  • "These entrepreneurial teams are a great cultural fit for Cresset and share our values," said Cresset Co-Founder and Co-Chairman Avy Stein .

Arixa Capital Surpasses $4 Billion in Originations, Welcomes Jonathan Fox as Chief Credit Officer

Retrieved on: 
Mittwoch, April 10, 2024
JPMorgan Chase, Citigroup, First Republic Bank, Acquisition, Real estate

In tandem with this milestone, Arixa Capital welcomes Jonathan Fox as its Chief Credit Officer.

Key Points: 
  • In tandem with this milestone, Arixa Capital welcomes Jonathan Fox as its Chief Credit Officer.
  • "We are thrilled to introduce Jonathan Fox as Arixa's first Chief Credit Officer," said Managing Director Seth Davis.
  • As Arixa Capital celebrates this milestone and welcomes Jonathan Fox, the company remains committed to its core values: enabling clients with the reliable financing and exceptional customer service they need to prosper in dynamic market environments.
  • "I'm excited to join the Arixa Capital team and build on their legacy of strong credit quality combined with a robust service offering that sophisticated real estate investors expect from an institutional private lender," said Chief Credit Officer Jonathan Fox.

Council of Federal Home Loan Banks Applauds GAO Report Findings

Retrieved on: 
Montag, April 8, 2024
Deposit insurance, Signature, First Republic Bank, Congress, Federal Reserve Bank, Federal Home Loan Banks, Communication, FDIC, Federal Deposit Insurance Corporation, SVB, Federal, Council, Safety, Federal Housing Finance Agency, Federal Reserve, Silicon Valley Bank, Signature Bank, Bank

WASHINGTON, April 08, 2024 (GLOBE NEWSWIRE) -- The Council of Federal Home Loan Banks, the public voice of the Federal Home Loan Bank System (FHLBank System), today applauded the findings of a recently published report from the Government Accountability Office (GAO) on the actions of the FHLBanks during the spring 2023 bank failures that disrupted financial markets.

Key Points: 
  • WASHINGTON, April 08, 2024 (GLOBE NEWSWIRE) -- The Council of Federal Home Loan Banks, the public voice of the Federal Home Loan Bank System (FHLBank System), today applauded the findings of a recently published report from the Government Accountability Office (GAO) on the actions of the FHLBanks during the spring 2023 bank failures that disrupted financial markets.
  • Additional highlights from the GAO report include:
    Federal financial regulators did not identify FHLBank advances as a factor of concern in any of the three banks’ safety and soundness.
  • Starting on March 9, 2023, the FHLBanks and the Federal Reserve Banks of New York and San Francisco made several efforts, in accordance with their policies and procedures, to help the failing banks pledge collateral to obtain liquidity from the Federal Reserve Banks.
  • It is also worth noting that the GAO report affirms that advances provided to the failed banks had a very limited, if any, direct impact on the Deposit Insurance Fund.”

ValidMind Secures $8.1 Million to Bring More Trust and Transparency to AI in Financial Services

Retrieved on: 
Mittwoch, März 27, 2024
Technology, Finance, Security, Fintech, Professional Services, Software, Data Analytics, Data Management, Artificial Intelligence, Consumer, Automation, First Republic Bank, Risk management, Organization, Pressure, Advisory board, Growth, Documentation, Communication, Trust, Risk, AI, LLM, Safety, MRM, Medical device

This funding will advance ValidMind’s go-to-market plans and establish it as a long-term partner to its customers in financial services.

Key Points: 
  • This funding will advance ValidMind’s go-to-market plans and establish it as a long-term partner to its customers in financial services.
  • This funding arrives as more financial institutions embrace AI-powered solutions — 43% of executives believe AI will be critical to financial businesses by 2025 .
  • These factors demonstrate that today’s financial institutions need an end-to-end solution that can promote trust and compliance at every step of the MRM lifecycle, which ValidMind provides.
  • “AI has the potential to truly disrupt financial services, and we believe ValidMind is in a strong position to ensure these models comply with current and future regulations.

Five Star Bancorp invests in San Francisco Bay Area expansion strategy by hiring five commercial banking professionals and planning full-service office in San Francisco

Retrieved on: 
Mittwoch, Februar 21, 2024
Acquisition, Traction, Silicon, First Republic Bank, Silicon Valley Bank, Five Star Bank, Star Bank, Nightclub

RANCHO CORDOVA, Calif., Feb. 21, 2024 (GLOBE NEWSWIRE) -- Five Star Bancorp (Nasdaq: FSBC) (“Five Star” or the “Company”) announced the hiring of a team of five seasoned commercial banking professionals in San Francisco to advance the Company’s expansion strategy in the San Francisco Bay Area.

Key Points: 
  • RANCHO CORDOVA, Calif., Feb. 21, 2024 (GLOBE NEWSWIRE) -- Five Star Bancorp (Nasdaq: FSBC) (“Five Star” or the “Company”) announced the hiring of a team of five seasoned commercial banking professionals in San Francisco to advance the Company’s expansion strategy in the San Francisco Bay Area.
  • The Company also announced it expects to open a full-service office at 345 California Street, San Francisco, in the third quarter of 2024.
  • The Company is adding five members to an existing team of proven Bay Area commercial banking professionals led by Five Star Bank’s San Francisco Bay Area Region President DJ Kurtze.
  • “We continue to build momentum in the San Francisco Bay Area as we welcome a team of five well-respected and highly experienced professionals who we believe will enhance our expansion efforts in the Bay Area.

Citizens Accelerates Wealth Management Business with Strategic Leadership Hires and Opening of New Citizens Private Banking Office

Retrieved on: 
Donnerstag, Februar 8, 2024
Banking, Professional Services, Chyorny, Wealth, Private banking, First Republic Bank, Private, Growth, JPMorgan Chase, CFG, Head, Wells Fargo, Consumer, Citizens Financial Group

On the heels of launching its new Private Bank and hiring about 200 bankers in 2023, Citizens bolstered its wealth leadership team with the addition of Michael Cherny as Head of Citizens Wealth Management Advisors and Tom Metzger as Head of Citizens Private Wealth Managers.

Key Points: 
  • On the heels of launching its new Private Bank and hiring about 200 bankers in 2023, Citizens bolstered its wealth leadership team with the addition of Michael Cherny as Head of Citizens Wealth Management Advisors and Tom Metzger as Head of Citizens Private Wealth Managers.
  • “Hiring these two high quality executives demonstrates the strength of Private Banking and Wealth Management talent that we have been able to attract to Citizens.
  • All of Citizens new Private Banking offices will offer freshly-baked cookies and signature branded umbrellas to clients at its local offices as symbols of extraordinary service.
  • Citizens Private Bankers are committed to being a single point of contact for clients looking to preserve and grow their wealth.

Peapack-Gladstone Bank Hires Birgitta Natale as Senior Vice President, Director of Residential and Consumer Lending

Retrieved on: 
Dienstag, Januar 9, 2024
First Republic Bank, Senior, American Home, Credit union, First London, Consumer, PGC, National bank, Coffee, First Republic, Certification

BEDMINSTER, NJ, Jan. 09, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the appointment of Birgitta Natale as Senior Vice President, Director of Residential and Consumer Lending.

Key Points: 
  • BEDMINSTER, NJ, Jan. 09, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack-Gladstone Bank announce the appointment of Birgitta Natale as Senior Vice President, Director of Residential and Consumer Lending.
  • In this role, Ms. Natale is responsible for both residential and consumer lending, management of the residential loan originations team, and new business development as well as the build out of the mortgage operations expansion into New York.
  • Birgitta attended Strombacka in Sweden before immigrating to the United States.
  • She earned her AllRegs certification in compliance and graduated from the Wharton School University of Pennsylvania Management Leadership Program.