E-Trade

Industry Executive Jim McHale Joins LPL Financial as Chief Compliance Officer

Retrieved on: 
Wednesday, November 29, 2023
University, Wealth, Culture, E-Trade, Risk, Business administration, Law, McHale, SAN, Wells Fargo, LPL, Growth, Risk management, Financial adviser

SAN DIEGO, Nov. 29, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced Executive Vice President and Chief Compliance Officer Jim McHale has joined the firm.

Key Points: 
  • SAN DIEGO, Nov. 29, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC today announced Executive Vice President and Chief Compliance Officer Jim McHale has joined the firm.
  • McHale will lead LPL’s compliance organization, helping to drive a strong risk management culture in an ever-evolving regulatory environment.
  • He reports to Executive Vice President and Chief Risk Officer Brent Simonich.
  • “Jim is a respected professional in compliance and risk management, with extensive financial services and regulatory experience and a strong record for building effective and efficient risk management routines and governance.

The Walt Disney Company Board Appoints Morgan Stanley’s James P. Gorman and Veteran Media Executive Sir Jeremy Darroch as New Directors

Retrieved on: 
Wednesday, November 29, 2023
Film & Motion Pictures, Theme Parks, General Entertainment, Entertainment, TV and Radio, University, Accounting, DTC, Economics, Federal Advisory Council, Acquisition, NYSE, Instacart, Risk management, Council, E-Trade, The Walt Disney Company, Executive, CFO, CVS Health, Morgan Stanley, Illumina, Inc., Multimedia, Cisco, General Motors, Affection, Oracle Corporation, Annual general meeting, Eli Lilly, Cast, Foreign policy, Side platform, NIKE, Chase Bank, Coca-Cola, Growth, Target Corporation, Columbia University, Reckitt, Microsoft, Procter & Gamble, Merrill (company), Health, Nike, Meta, Management, Sky

The Walt Disney Company (NYSE: DIS) Board of Directors has appointed James P. Gorman, Chairman and Chief Executive Officer of Morgan Stanley, and Sir Jeremy Darroch, a veteran media executive and former Group Chief Executive of Sky, as new directors.

Key Points: 
  • The Walt Disney Company (NYSE: DIS) Board of Directors has appointed James P. Gorman, Chairman and Chief Executive Officer of Morgan Stanley, and Sir Jeremy Darroch, a veteran media executive and former Group Chief Executive of Sky, as new directors.
  • Their appointments reflect Disney’s commitment to a strong board focused on the long-term performance of the company, strategic growth initiatives, the succession planning process, and increasing shareholder value.
  • James Gorman became Chief Executive Officer of Morgan Stanley in January 2010 and Chairman in January 2012, and he will assume the role of Executive Chairman on January 1, 2024.
  • Sir Jeremy Darroch is the former Executive Chairman and Group Chief Executive of Sky.

Alto Ingredients Announces Executive Leadership Changes

Retrieved on: 
Monday, August 7, 2023
Berkshire Hathaway, RTMS, Treasury, ARCO, Interim, Union Pacific Railroad, Conagra Brands, Telecommunications, Controller, E-Trade, California State University, Risk management, McGregor, Certified Public Accountant, Carbon, Credit Suisse, Accounting, Project finance, Brigham Young University, History of the petroleum industry in Canada (oil sands and heavy oil), American Trucking Associations, Business administration, LNG, Retirement, EBITDA, BP, Investment, Business manager, Mining, Executive Committee, Olander, S-1 Executive Committee, Transport, Market for corporate control, Venture capital financing, Management, Midland University, Business

PEKIN, Ill., Aug. 07, 2023 (GLOBE NEWSWIRE) -- Alto Ingredients, Inc. (NASDAQ: ALTO), a leading producer and distributor of specialty alcohols and essential ingredients, today announced the following executive leadership changes as of August 1, 2023: Bryon T. McGregor, the company’s former Chief Financial Officer, has been appointed President and Chief Executive Officer. He succeeds Michael D. Kandris, who has retired as President and Chief Executive Officer and has been appointed Interim Chief Operating Officer for a period of up to a year. Kandris will continue to serve as a Director of the company. Robert R. Olander, the company’s former Vice President, Corporate Controller, has been appointed Chief Financial Officer.

Key Points: 
  • PEKIN, Ill., Aug. 07, 2023 (GLOBE NEWSWIRE) -- Alto Ingredients, Inc. (NASDAQ: ALTO), a leading producer and distributor of specialty alcohols and essential ingredients, today announced the following executive leadership changes as of August 1, 2023: Bryon T. McGregor, the company’s former Chief Financial Officer, has been appointed President and Chief Executive Officer.
  • “Mike has been integral to our business transformation into a leading producer and distributor of specialty alcohols and essential ingredients,” said Chairman of the Board Douglas Kieta.
  • “We thank Mike for his exemplary leadership and significant contributions over the past 15 years.
  • Then, as a critical player at Alto for over 15 years, he gained a deep understanding of our markets and business needs.

Vestwell to Acquire Gradifi Solutions, Provider of Workplace Education Solutions

Retrieved on: 
Friday, July 28, 2023
Workplace, Morgan Stanley, E-Trade, Work, Student, Retirement, Acquisition, Education, Bank

NEW YORK, July 28, 2023 /PRNewswire-PRWeb/ -- Vestwell, the leading savings platform for small businesses and individuals, today announced it has entered into an agreement to acquire Gradifi Solutions, a student loan benefits provider. The acquisition adds several new products to the Vestwell platform, including programs to help employees manage and pay down student debt, contribute to education savings accounts, and refinance student loans.

Key Points: 
  • In addition to its state savings programs, Vestwell now powers both workplace retirement and education benefits, providing employees with a modern and holistic approach to saving.
  • Gradifi Solutions offers workplace education solutions including financial literacy and student loan refinancing tools, as well as student loan repayment programs.
  • Both Morgan Stanley and Vestwell are focused on providing the best workplace savings and wellness solutions to mutual clients.
  • Vestwell acquired Gradifi Solutions from Morgan Stanley, which inherited the business as part of its acquisition of E*TRADE Financial.

New Mountain Finance Corporation Announces Board Appointment

Retrieved on: 
Friday, June 30, 2023
Banking, Professional Services, Finance, Canada, JPMorgan Chase, Telecom, Investment banking, Senior, E-Trade, Samuel Curtis Johnson Graduate School of Management, SoundCloud, Sirius XM, Audit committee, Sirius XM Canada, MBA, NMFC, Fortune 500, Chairperson, Strategic management, Kenya Institute of Media and Technology, SIRI, E, Cornell University, Certified Treasury Professional, Management, Economics

New Mountain Finance Corporation (Nasdaq: NMFC) (“New Mountain”) today announced that Barbara Daniel has joined its Board of Directors (the “Board”) as an independent director, effective July 1, 2023.

Key Points: 
  • New Mountain Finance Corporation (Nasdaq: NMFC) (“New Mountain”) today announced that Barbara Daniel has joined its Board of Directors (the “Board”) as an independent director, effective July 1, 2023.
  • “We are proud to add Barbara to the New Mountain Finance Corporation Board,” said Steven B. Klinsky, Chairman of New Mountain Finance Corporation.
  • “She has an impressive career, and we look forward to benefitting from her insights.”
    “On behalf of our management team, I would like to welcome Barbara to the Board.
  • We look forward to working with her as we continue to pursue disciplined portfolio growth and value creation for our fellow shareholders,” said John Kline, President and Chief Executive Officer of New Mountain Finance Corporation.

Panel to Investigate Whether Parcel Consulting is Dead at Upcoming Home Delivery World Conference

Retrieved on: 
Tuesday, June 13, 2023
Pennsylvania Convention Center, Travelocity, EDT, Consultant, E-Trade, Machine learning, Artificial intelligence, TurboTax, Data science, Cargo

IRVINE, Calif. and PHILADELPHIA, June 13, 2023 /PRNewswire/ -- Reveel, whose Shipping Intelligence™ Platform enables companies to level the playing field with carriers, today shared details on its activities at the upcoming Home Delivery World conference, taking place from June 14-15, 2023 at the Pennsylvania Convention Center in Philadelphia.

Key Points: 
  • Reveel's CEO and co-founder, Josh Dunham , will be part of a panel discussion at the conference on Thursday, June 15, 2023 at 11:40 am EDT in Theater 1, as a part of the Parcel Track, on the topic of "Is Parcel Negotiation Consulting Dead?"
  • Josh will be joined in the discussion by Ken Seidl , president of Sunriise Business Solutions, LLC , lead logistics and operations consultant for Alo Yoga, Bella Canvas and others.
  • Ken will be able to share his experiences in parcel shipping negotiations and the importance of understanding your shipping profile.
  • All panelists will share their first-hand experiences with parcel consulting and self-service technologies as part of the discussion.

Bonusly Names Judith Bartels VP of Product and Design

Retrieved on: 
Tuesday, May 16, 2023
Morgan Stanley, American Eagle Outfitters, Verizon (mobile network), HSBC, PIMCO, IHS Markit, Organization, Bartels, The New York Times, Deutsche Bank, E-Trade, Management, Swisscom

BOULDER, Colo., May 16, 2023 /PRNewswire/ -- Bonusly, an engaging recognition and rewards platform that connects teams and enriches company culture, today announced that Judith Bartels, previously senior director of design, has been appointed vice president of product and design. In her new role, Bartels will be responsible for the end-to-end Bonusly experience, encompassing both product strategy and design execution.

Key Points: 
  • Previously the head of design, Bartels will apply her additional, deep experience in business and computer science to the Bonusly product roadmap
    BOULDER, Colo., May 16, 2023 /PRNewswire/ -- Bonusly , an engaging recognition and rewards platform that connects teams and enriches company culture, today announced that Judith Bartels, previously senior director of design, has been appointed vice president of product and design.
  • In her new role, Bartels will be responsible for the end-to-end Bonusly experience, encompassing both product strategy and design execution.
  • Before that, Bartels spent seven years in senior design roles at SapientRazorfish, where she consulted on digital design and product user experience with some of the world's best-known brands, such as American Eagle Outfitters, Verizon Wireless and Swisscom.
  • "Judith has proven herself to be a compassionate, effective leader for the product design team," said Raphael Crawford-Marks, Bonusly founder and CEO.

Chubb Climate+ Introduces Insurance Solution for Renewable Energy Projects in the UK

Retrieved on: 
Wednesday, May 10, 2023
Insurance, Chubb, Wind, E-Trade, Agribusiness, Documentation, Climate change, Risk, Growth, Bermuda, Biomass, Renewable energy

LONDON, May 10, 2023 /PRNewswire/ -- Chubb today announced that the company's Chubb Climate+ global business unit has launched an innovative packaged insurance solution in the UK that will support the growth of alternative and renewable energy projects, principally onshore wind and ground-mounted photovoltaic solar. The product, Climate+ Renewables, is designed for small to medium renewables projects and will be rolled out in other countries.

Key Points: 
  • LONDON, May 10, 2023 /PRNewswire/ -- Chubb today announced that the company's Chubb Climate+ global business unit has launched an innovative packaged insurance solution in the UK that will support the growth of alternative and renewable energy projects, principally onshore wind and ground-mounted photovoltaic solar.
  • The product, Climate+ Renewables, is designed for small to medium renewables projects and will be rolled out in other countries.
  • Climate+ Renewables, the first new climate tech insurance solution from Chubb Climate+, provides continuity of insurance across the construction and operational phases of alternative and renewable energy projects.
  • Chubb Climate+ brings together business units engaged in traditional, alternative and renewable energy, Climate Tech, Agribusiness and Risk Engineering services.

LPL Financial Realigns Organization in Support of Client Experience

Retrieved on: 
Thursday, February 16, 2023
CFO, LPL, Bachelor of Science in Human Biology, UBS, Business operations, State university system, Head, Fusion Global Business Solutions, University, KPMG, Virginia Tech, Risk management, Enyedi, E-Trade, Communication, Financial adviser, Science, Speech

By bringing together relationship management and growth functions with service and supervision, this alignment will provide a more integrated and consistent experience across clients’ primary touchpoints with LPL.

Key Points: 
  • By bringing together relationship management and growth functions with service and supervision, this alignment will provide a more integrated and consistent experience across clients’ primary touchpoints with LPL.
  • In his 20-year career at LPL, he’s led the LPL Business Solutions and Wealth Management functions, in addition to launching LPL’s entry into the RIA Hybrid custody space and the LPL Private Client program.
  • Audette joined LPL in 2015 as chief financial officer and assumed responsibility for the firm’s Business Solutions offering in 2022.
  • Prior to joining LPL, Audette served as executive vice president and chief financial officer of E*TRADE Financial Corporation.

IBD Releases 11th Annual Survey of the Best Online Brokers

Retrieved on: 
Monday, January 30, 2023
Software, Banking, Internet, Professional Services, Personal Finance, Fintech, Technology, Other Communications, Publishing, Marketing, Communications, Finance, Online, Simple Modular Architecture Research Tool, Equity, Coverage, Vanguard, TD, Customer service, ETF, Material, Statistics, Interactive Brokers, E-Trade, TD Ameritrade, IBD, Availability, Robin Hood, Charles Schwab Corporation, Morgan Stanley, Research, Securities research, Ajaxo Inc. v. E*Trade Financial Corp., Financial adviser, Fidelity

Investor’s Business Daily (IBD), a leading financial news and research organization, today announced the results of its 11th annual investor survey of the Best Online Brokers.

Key Points: 
  • Investor’s Business Daily (IBD), a leading financial news and research organization, today announced the results of its 11th annual investor survey of the Best Online Brokers.
  • IBD’s Best Online Brokers list has always been based solely on objective data drawn from each broker’s own clients, unlike other broker rankings constructed from editors’ subjective selections.
  • IBD’s annual Best Online Brokers report serves as another outstanding educational resource IBD provides to the investment community.
  • To qualify for ranking on the Best Online Brokers list, a broker must have had at least 125 customers participate in Phase II.