Merrill

Year Up Announces Launch of Client Advisory Board to Further Advance Skills-Based Hiring

Retrieved on: 
Tuesday, August 29, 2023
Morgan Stanley, Private banking, CAB, BNY Mellon, Kenosha/Racine Lead-Free Communities Partnership, National Heads-Up Poker Championship, Human, Bank of America, Zurich Insurance Group, Merrill, Acqui-hiring, Randomized controlled trial, Merck, PACE, Bank, Regions Bank Building (Mobile), Wells Fargo, Salesforce, Security (finance), Nursing, Management, United, Education

BOSTON, Aug. 29, 2023 /PRNewswire/ -- The national workforce development organization Year Up announced today the launch of its Client Advisory Board (CAB) to further increase access to meaningful careers for young adults without bachelor's degrees.

Key Points: 
  • These leading employers hire a significant number of entry- and mid-level talent into high demand roles that pay sustainable living wages.
  • "This advisory board will enable Year Up to benefit from board members' first-hand knowledge and perspectives on topics such as industry trends, hiring challenges and how Year Up can better tailor its services to employers' needs," said Applewhite.
  • During the first meeting, members shared their reasons for joining the board and discussed what they will strive to accomplish.
  • I am excited to join this advisory board and help Year Up's and their corporate partners' ability to further support bridging the opportunity divide."

Latimer Wealth Management Joins Steward Partners

Retrieved on: 
Friday, August 18, 2023
Partnership, Senior, Culture, Expansion, RIA, Risk management, Stetson University, Top, Ted, History, Trust, Merrill, Forbes List, Partner, Forbes Top 40, Research, Merrill (company), Woman, Financial adviser, Central Florida, Economics

NEW YORK, Aug. 18, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer, CRPC®, and Denise E. Hoffman, Senior Registered Client Administrative Manager, and manages approximately $175 million in client assets.

Key Points: 
  • Former Merrill Team Launches Steward Partners' Second Location in Florida, with Plans for Expansion
    NEW YORK, Aug. 18, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch.
  • Latimer Wealth Management specializes in working with high-net-worth individuals, families, and business owners to achieve their goals through customized solutions including trust and estate planning services, risk management solutions, wealth management and retirement planning, business planning solutions, and more.
  • "After conducting thorough due diligence, what attracted me to Steward Partners was the collaborative and inclusive culture of partnership, where everyone is a shareholder and sings from the same sheet of music," shared Ted Latimer, CRPC®, Partner, Managing Director, Wealth Manager, Latimer Wealth Management.
  • Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022 as well as two advisors in 2023, and an advisor named to Forbes Top Next-Gen Wealth Advisors Best-In-State in 2023, all of which are prepared by SHOOK Research.

Finalists Announced for the 17th Annual Invest in Others Awards

Retrieved on: 
Monday, July 17, 2023
Odyssey, Organic, Grady, Ameriprise Financial, IiO, LPL Financial, Partner, Volunteering, Goldman Sachs, UBS, Morgan Stanley, American India Foundation, Culture, Veteran, Fidelity Investments, Merrill, Commonwealth Financial Network, Community service, Provision, Social media, CureSearch for Children's Cancer, MFS, Gerald Loeb Lifetime Achievement Award winners, Hunger, Catalysis, Cetera Financial Group, Education, Prosperity, Apollo, Capstone Partners, Natixis Investment Managers, Commonwealth, Health, Washington Area Women's Foundation, Management, Financial adviser, Financial services, Ridesharing, Medicine

ANDOVER, Mass. , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.

Key Points: 
  • , July 17, 2023 /PRNewswire/ -- The Invest in Others Charitable Foundation ("Invest in Others") has announced 15 finalists for the 2023 Invest in Others Awards, which will be held on September 20, 2023 at the Westin Boston Seaport District.
  • Now in its 17th year, the Invest in Others (IiO) Awards program recognizes financial advisors who volunteer their time and talents to support nonprofits helping to make a difference in lives of others.
  • Finalists are selected based on their leadership, dedication, contribution, inspiration and impact on both their designated charities and the communities they serve.
  • To learn more about the finalists and their charitable work, visit investinothers.org/awards and follow #IiOAwards on social media.

Paul Sullivan Joins Steward Partners as Managing Director, Head of Internal Sourcing

Retrieved on: 
Monday, July 10, 2023
Bank of America Private Bank, Barron, Financial adviser, Partnership, Top, History, Associate, Forbes List, Merrill, Partner, Entrepreneurship, Region, Bank, Research, RIAS, Merrill (company), Merrill Lynch & Co., Woman, SD

NEW YORK, July 10, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Paul Sullivan who joins the firm as Partner and Managing Director, Head of Internal Sourcing. In this newly created position, his core focus will be to educate and advise wirehouse financial advisors on the benefits of independence, especially as it relates to Steward Partners' partnership models and choice of custodians.

Key Points: 
  • NEW YORK, July 10, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Paul Sullivan who joins the firm as Partner and Managing Director, Head of Internal Sourcing.
  • "We are delighted to have Paul Sullivan join our partnership as a Managing Director.
  • His more than 30 years in the wirehouse world with Merrill Lynch and experience in the independent space with Sanctuary Wealth will be extremely valuable as Steward Partners continues its explosive growth," said Jim Gold, CEO and Co-Founder of Steward Partners.
  • And it starts from day one," explained Paul Sullivan, Partner, Managing Director, Head of Internal Sourcing, Steward Partners.

BofA Names Bryant Shurn President of Wisconsin

Retrieved on: 
Wednesday, June 28, 2023
Bank of America, Small business, Education, Digital, Business, Risk management, BAC, Multimedia, Bank, ATM, Merrill, Bank of America Corporate Center, Growth, Commercial, Health, Bryant, NYSE, Safety, Cryptocurrency, Financial services

MILWAUKEE, June 28, 2023 /PRNewswire/ -- Bank of America has named Bryant Shurn president of Bank of America Wisconsin. As president, Shurn will assume the responsibilities for connecting banking and investment resources offered through the bank's eight lines of business to people and companies across the state. He will also lead the effort to deploy Bank of America's resources to help advance economic mobility and build strong communities, as well as support the health, safety and engagement of local employees.

Key Points: 
  • BofA expands in Wisconsin as part of national growth strategy, plans to open eight financial centers in Milwaukee and Madison by 2025
    MILWAUKEE, June 28, 2023 /PRNewswire/ -- Bank of America has named Bryant Shurn president of Bank of America Wisconsin.
  • "Bryant has established deep relationships with teammates and clients and the Wisconsin community," said Brian Moynihan, Bank of America chairman and CEO.
  • In addition to his responsibilities as president of Wisconsin, Shurn serves as market executive for Merrill Wealth Management.
  • In his role as president, Shurn will lead the nearly 200 employees in Wisconsin who are actively engaged in supporting their local community.

BofA Names Craig Korkow President of Omaha

Retrieved on: 
Wednesday, June 28, 2023
Bank of America, Volunteering, Rough 'n' Tumble, United Way of Metropolitan Chicago, Small business, Education, Digital, Business, Risk management, BAC, Multimedia, Bank, ATM, Merrill, Bank of America Corporate Center, United States Department of the Army, South Dakota State University, Growth, Commercial, Health, United Way, NYSE, Safety, Financial services, Drug, Cryptocurrency

OMAHA, Neb., June 28, 2023 /PRNewswire/ -- Bank of America has named Craig Korkow president of Bank of America Omaha. As president, Korkow will assume the responsibilities for connecting banking and investment resources offered through the bank's eight lines of business to people and companies across the region. He will also lead the effort to deploy Bank of America's resources to help advance economic mobility and build strong communities, as well as support the health, safety and engagement of local employees.

Key Points: 
  • BofA expands in Omaha as part of national growth strategy, plans to open five financial centers by 2025
    OMAHA, Neb., June 28, 2023 /PRNewswire/ -- Bank of America has named Craig Korkow president of Bank of America Omaha.
  • As president, Korkow will assume the responsibilities for connecting banking and investment resources offered through the bank's eight lines of business to people and companies across the region.
  • In addition to his responsibilities as president of Omaha, Korkow serves as resident director for Merrill Wealth Management, working with clients to design and implement detailed retirement plans.
  • In his role as president, Korkow will lead the 70 employees in Omaha who are actively engaged in supporting their local community.

BofA Names Jonathan Matessino President of New Orleans and Baton Rouge

Retrieved on: 
Wednesday, June 28, 2023
Bank of America, Workforce, Small business, Education, Digital, Business, Risk management, Baton Rouge, Louisiana, BAC, Multimedia, Bank, ATM, Merrill, Bank of America Corporate Center, Growth, Commercial, One America News Network, Health, NYSE, Safety, Cryptocurrency, Financial services

NEW ORLEANS, June 28, 2023 /PRNewswire/ -- Bank of America has named Jonathan Matessino president of Bank of America New Orleans/Baton Rouge. As president, Matessino will assume the responsibilities for connecting banking and investment resources offered through the bank's eight lines of business to people and companies across the region. He will also lead the effort to deploy Bank of America's resources to help advance economic mobility and build strong communities, as well as support the health, safety, and engagement of local employees.

Key Points: 
  • BofA expands in Louisiana as part of national growth strategy, plans to open five financial centers in New Orleans in 2025
    NEW ORLEANS, June 28, 2023 /PRNewswire/ -- Bank of America has named Jonathan Matessino president of Bank of America New Orleans/Baton Rouge.
  • Matessino will support Bank of America's growth in Louisiana and retail expansion into New Orleans as a new retail market.
  • Bank of America currently serves 100,000 clients throughout New Orleans and Baton Rouge who will now have more access to the company's full array of financial services.
  • In his role as president, Matessino will lead the 200 employees throughout New Orleans and Baton Rouge who are actively engaged in supporting their local community.

BofA Names John L. Gardner President of Kentucky

Retrieved on: 
Wednesday, June 28, 2023
Bank of America, Federal Reserve Bank, Small business, Education, Digital, Business, Risk management, BAC, Multimedia, Federal Reserve Bank of Cleveland, Bank, ATM, Merrill, Bank of America Corporate Center, Growth, Commercial, Health, NYSE, Safety, Cryptocurrency, Financial services

LOUISVILLE, Ky., June 28, 2023 /PRNewswire/ -- Bank of America has named John L. Gardner president of Bank of America Kentucky. As president, Gardner will assume the responsibilities for connecting banking and investment resources offered through the bank's eight lines of business to people and companies across the region. He will also lead the effort to deploy Bank of America's resources to help advance economic mobility and build strong communities, as well as support the health, safety and engagement of local employees.

Key Points: 
  • BofA expands in Louisville as part of national growth strategy, plans to open five financial centers starting in 2024
    LOUISVILLE, Ky., June 28, 2023 /PRNewswire/ -- Bank of America has named John L. Gardner president of Bank of America Kentucky.
  • Gardner will support Bank of America's expansion across Kentucky, including opening ten new financial centers in Louisville, with five expected to open beginning in 2024.
  • Bank of America currently serves 155,000 clients across Kentucky who will now have more access to the company's full array of financial services.
  • In his role as president, Gardner will lead the 260 employees throughout Louisville and Lexington who are actively engaged in supporting their local community.

Gilbane and construction partners on University Hospitals Ahuja Medical Center Phase 2 project exceed DEI goals

Retrieved on: 
Wednesday, June 21, 2023
Workforce, UH, Small business, Partnership, Construction, Business, University Hospitals Cleveland Medical Center, Gilbane, Inc., Gilbane Building Company, Trauma, Woman, University Hospitals Ahuja Medical Center, FBE, Merrill, Next Generation Nuclear Plant, MBE, Next Generation, Sports medicine, Safety, Nursing, Management, Sodexo, Regent

BEACHWOOD, Ohio, June 21, 2023 /PRNewswire-PRWeb/ -- Gilbane Building Company, together with Regency Construction Services, Inc., Next Generation Construction, and Adrian Maldonado & Associates, Inc. (AMAINC), today announced that the University Hospitals Ahuja Medical Center Phase 2 project exceeded the project's diversity, equity, and inclusion goals.

Key Points: 
  • BEACHWOOD, Ohio, June 21, 2023 /PRNewswire-PRWeb/ -- Gilbane Building Company, together with Regency Construction Services, Inc., Next Generation Construction, and Adrian Maldonado & Associates, Inc. (AMAINC), today announced that the University Hospitals Ahuja Medical Center Phase 2 project exceeded the project's diversity, equity, and inclusion goals.
  • "Partnering with Gilbane on the UH Ahuja Phase 2 project was a win-win and a great experience for The Euell Group," said President Veronica Cook-Euell.
  • The University Hospitals Ahuja Medical Center Phase 2 has been more than just a healthcare project.
  • "Our partnership with University Hospitals and the Gilbane team was a huge success for Next Generation Construction," said Next Generation's President Shakorie Davis.

Hussey Seating Company Announces Two New Board Members

Retrieved on: 
Monday, June 12, 2023
Architecture, General Sports, Manufacturing, Other Construction & Property, Commercial Building & Real Estate, Construction & Property, Building Systems, Sports, University, Primary, Secondary, Education, Urban Planning, Interior Design, Steel, Harvard Business School, Insurance, Merrill, Fortune 500, MBA, Telecommunications, Management

Hussey Seating Company, a leading global provider of seating solutions, is pleased to announce the addition of two distinguished business leaders, David Leopold and Gary Merrill, to its esteemed Board of Directors.

Key Points: 
  • Hussey Seating Company, a leading global provider of seating solutions, is pleased to announce the addition of two distinguished business leaders, David Leopold and Gary Merrill, to its esteemed Board of Directors.
  • In 2018, Leopold acquired Criterium Engineers, a leading North American consulting engineering firm, where he oversees the management of the company.
  • Merrill, who is set to step down as CEO of Hussey Seating Company on July 1, 2023, will remain involved with the company as an advisor through the end of 2023; bringing his valuable insights to the Board starting in 2024.
  • "We are delighted to welcome David and Gary to our esteemed Board of Directors," said Letitia Hussey Beauregard, Hussey Seating Company’s Board Chair, and a sixth-generation shareholder.