A. G. Edwards

Bryn Mawr Trust Announces Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors

Retrieved on: 
Tuesday, February 20, 2024
Banking, Professional Services, Finance, A. G. Edwards, Truist, Senior, Fidelity Investments, J. P. Morgan, Lincoln University, Growth, Temple University, Social, TD Ameritrade, MBA, Security, Social Security, History, WSFS, Wealth management, Penn Mutual, TIAA, Client, Drexel University, Management

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.
  • In their roles, Lyons and Wagner will lead the Berwyn team of advice-driven, cross-functional advisors, including investment advisors and wealth trust advisors.
  • They will be responsible for delivering on the Client experience, business results, community visibility and brand development in the market.
  • “We’re thrilled to continue our growth with the appointment of Don to his new role and the hire of Angela,” said Jamie P. Hopkins, Senior Vice President, Director of Private Wealth Management.

HilltopSecurities Names Jason Lisec Head of Fixed Income Capital Markets

Retrieved on: 
Wednesday, February 7, 2024
REIT, Finance, Banking, Professional Services, Construction & Property, Multimedia, Municipality, Risk management, Head, Lisec, Public finance, A. G. Edwards, BofA Securities, Bank

Hilltop Securities Inc. (HilltopSecurities) has named Executive Managing Director Jason Lisec as Head of Fixed Income Capital Markets.

Key Points: 
  • Hilltop Securities Inc. (HilltopSecurities) has named Executive Managing Director Jason Lisec as Head of Fixed Income Capital Markets.
  • Lisec joined HilltopSecurities in 2009 and served as Co-Head of Fixed Income Capital Markets since 2020.
  • View the full release here: https://www.businesswire.com/news/home/20240207424492/en/
    “Jason has a proven record as an outstanding leader who brings clarity, decisiveness, and expertise to his roll with our Fixed Income Capital Markets division,” said Brad Winges, President and CEO of HilltopSecurities.
  • “I am excited for the opportunity to continue leading HilltopSecurities’ Fixed Income Capital Markets division as we seek opportunities to expand our capabilities and effectively serve clients across the nation,” Lisec said.

Jason Wingo Joins Coastal Community Bank as Head of BSA/AML Strategy and Solution Management

Retrieved on: 
Friday, February 2, 2024
Business administration, Webster University, Bachelor of Science, Growth, Senior, Community Bank, BSA, CAMS, AML, CCB, Truist Financial, Lumen Technologies, Master of Business Administration, A. G. Edwards, EVP, SVP, Data analysis, University, Bank, LLP

EVERETT, Wash., Feb. 02, 2024 (GLOBE NEWSWIRE) -- Coastal Financial Corporation (Nasdaq: CCB), the bank holding company for Coastal Community Bank, announced that Jason Wingo has joined the Bank as Senior Vice President, Head of Bank Security Act (BSA) and Anti-Money Laundering (AML) Strategy and Solution Management.

Key Points: 
  • EVERETT, Wash., Feb. 02, 2024 (GLOBE NEWSWIRE) -- Coastal Financial Corporation (Nasdaq: CCB), the bank holding company for Coastal Community Bank, announced that Jason Wingo has joined the Bank as Senior Vice President, Head of Bank Security Act (BSA) and Anti-Money Laundering (AML) Strategy and Solution Management.
  • Mr Wingo is a seasoned IT leader with more than 20 years of experience in multiple platforms, including web-based, client-server, and mainframe.
  • He has extensive experience in requirement gathering, data analysis, development, testing, implementation, and deep expertise in AML, trading compliance, and project management.
  • Wingo received his Bachelor of Science from the University of Missouri and Master of Business Administration from Webster University.

CBL Properties Names Katie Reinsmidt COO and Announces Other Key Executive Promotions

Retrieved on: 
Thursday, May 11, 2023
Restaurant, Bar, Other Retail, Professional Services, Department Stores, Other Construction & Property, Commercial Building & Real Estate, Construction & Property, Retail, Public Relations, Investor Relations, Urban Planning, Communications, REIT, Finance, CBL, A. G. Edwards, Senior, Financial services, GGP Inc., Corporate communication, Research, JV, Khalili, Cope, CBL Properties, Vehicle and Operator Services Agency, Growth, Third party, Social, NYSE, Management, Environment

CBL Properties (NYSE:CBL) today announced the promotion of three executive leaders: Katie Reinsmidt was promoted to Executive Vice President – Chief Operating Officer, Jennifer Cope to Executive Vice President – Operations Services & Risk Management and Joseph Khalili to Executive Vice President – Financial Planning & Analysis.

Key Points: 
  • CBL Properties (NYSE:CBL) today announced the promotion of three executive leaders: Katie Reinsmidt was promoted to Executive Vice President – Chief Operating Officer, Jennifer Cope to Executive Vice President – Operations Services & Risk Management and Joseph Khalili to Executive Vice President – Financial Planning & Analysis.
  • In the newly created position of EVP-COO, Katie Reinsmidt will oversee the operations of the Company’s portfolio, driving strategic growth initiatives, enhanced analytics, financial performance and operating efficiencies.
  • In addition, Reinsmidt will continue to provide oversight of CBL’s Investor Relations, Environment, Social and Governance and Corporate Communications programs.
  • Khalili joined CBL in 2012 as a Portfolio Accountant focused on Third Party Managed properties and in 2014 was promoted to Acquisitions Analyst.

Innovative Industrial Properties Announces Senior Leadership Appointment and Promotions

Retrieved on: 
Wednesday, March 29, 2023
Commercial Building & Real Estate, Construction & Property, Public Relations, Investor Relations, REIT, Cannabis, Communications, Search Engine Optimization, Search Engine Marketing, Natural Resources, Katherine, VTR, IIP, Executive, University, Fortification, Capital market, Tree house, Trust, Equity (finance), Fortress Investment Group, University of Wisconsin–La Crosse, A. G. Edwards, Treasurer, NYSE, Management, Cryptocurrency, Investment, Aviv, Ventas

Mr. Smith held the same roles at Treehouse, a privately-held REIT focused on the regulated cannabis industry, from October 2019 through December 2020.

Key Points: 
  • Mr. Smith held the same roles at Treehouse, a privately-held REIT focused on the regulated cannabis industry, from October 2019 through December 2020.
  • Prior to Treehouse, Mr. Smith served as the Executive Vice President and Chief Financial Officer of New Senior Investment Group Inc. (NYSE: SNR) from January 2019 to September 2019.
  • Mr. Smith received a Bachelor of Science degree with honors in Finance from the University of Wisconsin-La Crosse.
  • “I am delighted to welcome David to our senior management team,” commented Paul Smithers, IIP’s President and Chief Executive Officer.

Innovex is pleased to announce the appointment of Angeline Sedita to its Board of Directors

Retrieved on: 
Wednesday, March 8, 2023
Energy, A. G. Edwards, China Oilfield Services, FCF, MLP, Mergers & Acquisitions, Goldman Sachs, Wells Fargo, UBS, Mergers and acquisitions, Lehman Brothers, Management

HOUSTON, March 8, 2023 /PRNewswire/ -- Innovex Downhole Solutions, Inc. ("Innovex") announced today that it has appointed Angeline (Angie) Sedita to its Board of Directors.

Key Points: 
  • HOUSTON, March 8, 2023 /PRNewswire/ -- Innovex Downhole Solutions, Inc. ("Innovex") announced today that it has appointed Angeline (Angie) Sedita to its Board of Directors.
  • Adam Anderson, Innovex's Chief Executive Officer, commented, "We are excited to have Angie join our Board of Directors.
  • Angie brings a different perspective on our business particularly through the lens of the public financial markets for oilfield services.
  • I've known Angie for many years and am confident her experience and expertise will greatly benefit Innovex in a variety of ways."

Mark Horenkamp Joins Academy Securities as Director of Fixed Income Sales

Retrieved on: 
Wednesday, August 31, 2022
Legal, Human Resources, Finance, Consulting, Banking, Accounting, Professional Services, Small Business, Other Professional Services, Citigroup, Minority business enterprise, Security (finance), CEO, Wall Street, Program, MBE, Leadership, SDVOSB, MBA, Washington University in St. Louis, Company, A. G. Edwards, Vanderbilt University, Industry, United States Department of the Navy, Growth, NROTC, Management, Academy

Academy Securities, a registered broker-dealer, certified Disabled Veteran Business Enterprise (DVBE), and Minority Business Enterprise (MBE), today announced the addition of Mark Horenkamp as Director of Fixed Income Sales.

Key Points: 
  • Academy Securities, a registered broker-dealer, certified Disabled Veteran Business Enterprise (DVBE), and Minority Business Enterprise (MBE), today announced the addition of Mark Horenkamp as Director of Fixed Income Sales.
  • Subsequently, Mr. Horenkamp spent 18 years at Citigroup as a Director in the securitized product sales team for the Midwest region.
  • Mr. Horenkamp commented on joining Academy Securities: I am thrilled and honored to be joining the Academy Securities Team.
  • Academy Securities is a preeminent disabled veteran owned investment bank with strength in capital markets, public finance, fixed income, and equity trading.

Aqua Metals Appoints David Kanen to Board of Directors

Retrieved on: 
Monday, August 1, 2022
Goal, Sale, Time, GLOBE, Industry, Twitter, Disclosure, Metal, Temperature, History, Recycling, Forward-looking statement, Risk, Aqua, Innovation Center station, Board, COVID-19, Regulation, NASDAQ, Sustainability Accounting Standards Board, YouTube, A. G. Edwards, Director, Technology, Company, LinkedIn, Annual report, Regulation Fair Disclosure, Growth, TRIC, Kan'en, Management

RENO, Nev., Aug. 01, 2022 (GLOBE NEWSWIRE) -- Aqua Metals, Inc. (NASDAQ: AQMS) (Aqua Metals" or the "Company), which is reinventing metals recycling with its AquaRefining technology, today announced that it has named David Kanen, an experienced investor with specific expertise in emerging opportunities, to the Board of Directors, effective immediately.

Key Points: 
  • RENO, Nev., Aug. 01, 2022 (GLOBE NEWSWIRE) -- Aqua Metals, Inc. (NASDAQ: AQMS) (Aqua Metals" or the "Company), which is reinventing metals recycling with its AquaRefining technology, today announced that it has named David Kanen, an experienced investor with specific expertise in emerging opportunities, to the Board of Directors, effective immediately.
  • Recently, the Board approached David about re-establishing a relationship with Aqua Metals, helping the Company to achieve its stated goals of revolutionizing the lithium-ion recycling industry.
  • Helping Aqua Metals achieve its goals with its environmentally and economically superior AquaRefining technologies is personal for me, commented Mr. Kanen.
  • Steve Cotton, President and Chief Executive Officer of Aqua Metals, added, Dave already understands and appreciates the strength of Aqua Metals management and our entire board of directors.

National Retail Properties New President and CEO Steve Horn Interviewed by Advisor Access

Retrieved on: 
Tuesday, May 17, 2022
Online, Senior, Income, Risk, U.S. Securities and Exchange Commission, Telephone, Real estate investment trust, International Council, SH, Environment, International Council of Shopping Centers, NNN, National Retail Properties, Hiccup, National Association of Real Estate Investment Trusts, Consumer, Industry, A. G. Edwards, Pressure, Shopping, REIT, AA, Forward-looking statement, Recreational vehicle, Habit, Communication, Sale, Panic, National Association, FFO, Acquisition, LLC, Growth, Security (finance), Bank, Renting, Management, Operation

Stephen (Steve) A. Horn, Jr. has served as President and Chief Executive Officer of National Retail Properties since April 2022.

Key Points: 
  • Stephen (Steve) A. Horn, Jr. has served as President and Chief Executive Officer of National Retail Properties since April 2022.
  • Investors and others should note that National Retail Properties posts important financial information, including non-GAAP reconciliations, using the investor relations section of the National Retail Properties website, www.nnnreit.com , and Securities and Exchange Commission filings.
  • National Retail Properties has paid Advisor Access a fee to distribute this email.
  • National Retail Properties had final approval of the content and is wholly responsible for the validity of the statements and opinions.

JULIAN E. ("JAY") WHITEHURST TO RETIRE AS CEO OF NATIONAL RETAIL PROPERTIES, INC.; STEPHEN A. HORN, JR., NAMED AS SUCCESSOR

Retrieved on: 
Wednesday, January 19, 2022
Whitehurst, REIT, Forward-looking statement, Steve, File, Form 10-K, Retirement, Windermere, COVID-19, Board of directors, NYSE, Senior, Growth, U.S. Securities and Exchange Commission, CEO, A. G. Edwards, Leadership, NNN, Trustee, Securities & Exchange Commission of Pakistan, Culture, Commission, Company, Form, National Retail Properties, Multimedia, Director, General counsel, The Commission, Mergers and acquisitions, Board, Management

Mr. Whitehurst stated, "There is no better choice than Steve Horn to lead National Retail Properties as CEO.

Key Points: 
  • Mr. Whitehurst stated, "There is no better choice than Steve Horn to lead National Retail Properties as CEO.
  • Since joining our company in 2003, Steve has filled a variety of roles, while always concentrating on growth and acquisitions.
  • Mr. Horn commented, "I am grateful to the Board of Directors for the opportunity to serve as the next CEO of National Retail Properties.
  • National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases.