TIAA Bank | Jotup

Incenter Expands Mission to Serve Broader Banking and Lending Industry

Retrieved on:

Tuesday, September 19, 2023

Finance, Banking, Professional Services, Asset Management, Fintech, TIAA Bank, EverBank, Management, Incenter

Incenter President Bruno Pasceri has made several significant moves signaling leadership’s evolving mission for realizing the full potential of the company.

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Incenter President Bruno Pasceri has made several significant moves signaling leadership’s evolving mission for realizing the full potential of the company.
Since 2016, Incenter has offered a host of processing services and innovative fintech solutions that enable participants across the mortgage industry—national and regional banks, credit unions, servicers, investors and asset managers—to maximize operational and financial performance.
“Nothing demonstrates confidence in Incenter’s potential more than our leadership team’s recent investment in the company,” stated Pasceri.
Frederick (Fred) Baiz, Chief Technology Officer, Incenter and the founder of IT consulting and services firm Boomtown CIO.

PEOPLES BANCORP INC. ANNOUNCES NEW EXECUTIVE OFFICERS

Retrieved on:

Monday, August 28, 2023

The positions are with Peoples and its banking subsidiary, Peoples Bank.

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The positions are with Peoples and its banking subsidiary, Peoples Bank.
Donlon succeeds Tyler Wilcox, who was elevated to Senior Executive Vice President, Chief Operating Officer, of Peoples and Peoples Bank on July 11, 2023.
"Hugh and Matt bring a tremendous amount of banking experience to Peoples, much of it with institutions over $10 billion in asset size," said Chuck Sulerzyski, Peoples' President and Chief Executive Officer.
Peoples offers services through Peoples Bank (which includes the divisions of Peoples Investment Services, Peoples Premium Finance and North Star Leasing), Peoples Insurance Agency, LLC, and Vantage Financial, LLC.

PenFed Credit Union Promotes Four Leaders to Senior Vice President

Retrieved on:

Thursday, August 10, 2023

TYSONS, Va., Aug. 10, 2023 /PRNewswire/ -- PenFed Credit Union, the nation's second-largest federal credit union, today announced the promotion of four leaders who will oversee home lending technology, the PenFed Foundation, payments and home lending operations:

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TYSONS, Va., Aug. 10, 2023 /PRNewswire/ -- PenFed Credit Union , the nation's second-largest federal credit union, today announced the promotion of four leaders who will oversee home lending technology, the PenFed Foundation, payments and home lending operations:
Brian Kukwa, vice president of mortgage technology, has been promoted to senior vice president of home lending technology;
Andrea McCarren, vice president of PenFed Digital, has been promoted to senior vice president of PenFed Digital and president of PenFed Foundation;
Brad Patterson, vice president of payments, has been promoted to senior vice president of payments;
Mary Rzucidlo, vice president of home loans, has been promoted to senior vice president of home loans operations and culture.
"As a CEO, one of my greatest privileges is promoting leaders from within," said PenFed President and CEO James Schenck.
"These four individuals will be instrumental in providing best-in-class service for our members and supporting our nation's defenders through the PenFed Foundation."
McCarren will continue to lead PenFed Digital and will serve as the president of the PenFed Foundation, a national 501(c)3 founded by PenFed Credit Union.

A New TIAA Bank Account Could Yield a Lucky Ticket to London in October

Retrieved on:

Tuesday, August 8, 2023

Online, TIAA Bank, Jacksonville Jaguars, FDIC, Tottenham Hotspur Stadium, NO, Buffalo Bills, EverBank, Sweepstake, Official rules of Major League Baseball, Jaguars in Mesoamerican cultures, Bank

A new Yield Pledge Money Market, Yield Pledge Online Savings or Basic CD Account could be the ticket for one lucky winner and a guest.

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A new Yield Pledge Money Market, Yield Pledge Online Savings or Basic CD Account could be the ticket for one lucky winner and a guest.
To be eligible, fans must open a new Yield Pledge Money Market, Yield Pledge Online Savings or Basic CD Account by September 7, and deposit and maintain at least $10,000 in the account as of and through September 8, 2023.
The $10,000 may not come from an existing TIAA Bank account – funds must originate from outside the Bank.
"Our goal every day is to deliver an advantage for our clients," said Greg Seibly, TIAA Bank's Chief Executive Officer.

EverBank, N.A., Announces New Fund Finance Division and Leaders

Retrieved on:

Tuesday, August 8, 2023

Wells Fargo, Cadwalader, Wickersham & Taft, TIAA Bank, Taft, NAV, Sale, TIAA, Pink Book, EverBank, Growth, Bank, Financial services, Cryptocurrency

JACKSONVILLE, Fla., Aug. 8, 2023 /PRNewswire/ -- Expanding its commercial banking operations to provide bespoke and customized fund-level financing to alternative asset managers and the private capital industry, EverBank (temporarily doing business as TIAA Bank) today announced the launch of its new Fund Finance division under the leadership of industry veterans Jeff Johnston and Mike Mascia.

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EverBank, N.A., Announces New Fund Finance Division and Leaders; Bank welcomes Fund Finance industry veterans
The new group is based in Charlotte, N.C., and will focus on supporting alternative asset managers and the private capital community's fund-level financing needs, including subscription credit facilities, NAV financing, hybrid facilities, management company lines and other customized credit, advisory and placement solutions.
He previously founded and led Wells Fargo's fund finance business and grew it into the world's largest global fund finance platform.
He is also a co-founder and the current chairman of the Fund Finance Association, the industry group that advocates for and supports the global fund finance market.
Mascia, previously the chair of the Finance Practice and a management committee member at the law firm of Cadwalader, Wickersham and Taft, is credited with founding or co-founding many of the industry's key initiatives, including the Fund Finance Association, the annual Global Fund Finance Symposium (now in its 13th year), the Cadwalader Finance Forum, Fund Finance Friday and Fund Finance University.

AM Best Affirms Credit Ratings of Teachers Insurance and Annuity Association of America and Its Subsidiary

Retrieved on:

Thursday, July 27, 2023

AM Best has affirmed the Financial Strength Rating of A++ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aaa” (Exceptional) of Teachers Insurance and Annuity Association of America (TIAA) and its wholly owned insurance subsidiary, TIAA-CREF Life Insurance Company (TIAA-CREF Life).

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AM Best has affirmed the Financial Strength Rating of A++ (Superior) and the Long-Term Issuer Credit Ratings (Long-Term ICR) of “aaa” (Exceptional) of Teachers Insurance and Annuity Association of America (TIAA) and its wholly owned insurance subsidiary, TIAA-CREF Life Insurance Company (TIAA-CREF Life).
Concurrently, AM Best has affirmed the Long-Term Issue Credit Ratings (Long-Term IR) of “aa” (Superior) on TIAA’s surplus notes.
For additional information regarding the use and limitations of Credit Rating opinions, please view Guide to Best's Credit Ratings .
AM Best is a global credit rating agency, news publisher and data analytics provider specializing in the insurance industry.

TIAA Bank to become EverBank, a Brand Built on Legacy, Partnership and Forward-Looking Confidence

Retrieved on:

Friday, June 23, 2023

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JACKSONVILLE, Fla., June 23, 2023 /PRNewswire/ -- Celebrating a fresh start built on a legacy of decades of strong performance and innovative client service, TIAA Bank announced that it will become EverBank.

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As part of change in the bank's name and brand, TIAA Bank Field – home to the NFL's Jacksonville Jaguars – will be renamed EverBank Stadium.
"The EverBank brand has always represented forward-looking optimism, confidence and trust," said Steve Fischer, TIAA Bank President and CEO.
In November 2022, TIAA announced plans to sell TIAA Bank to private investors with extensive experience in financial services.
TIAA will retain a minority stake in the bank and remain an ongoing business partner of the bank.

2022 Guild Giving Golf Event Raises $380,000 for San Diego Charities

Retrieved on:

Monday, April 24, 2023

The proceeds from the 2022 event were awarded to local charities serving the San Diego community, including MyPath2Own Dedicated to Lisa Klika, the Urban Corps of San Diego County and Home Start .

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The proceeds from the 2022 event were awarded to local charities serving the San Diego community, including MyPath2Own Dedicated to Lisa Klika, the Urban Corps of San Diego County and Home Start .
Guild Giving presented checks to the charities in December 2022 and January 2023.
“We are committed to giving back to our local communities across the country and are pleased with the growing participation we had for this event in San Diego,” said Mary Ann McGarry, Guild Mortgage CEO.
The charity will receive an initial check for $180,000 from the proceeds of the 2022 Golf Tournament.

Omni Logistics Appoints Claudia Amlie As New Independent Board Member

Retrieved on:

Thursday, February 9, 2023

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DALLAS, Feb. 9, 2023 /PRNewswire/ -- Omni Logistics, a technology-driven provider of global multimodal logistics solutions and specialized services, today announced the appointment of Claudia Saenz Amlie as an independent board member. Claudia brings 20 years of human resources experience to the board and holds a bachelor's degree from Vanderbilt University and a law degree from the University of Florida.

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With over 25 years of experience as a business leader, Claudia Saenz Amlie brings strong expertise and a unique perspective to Omni Logistics' Board of Directors
DALLAS, Feb. 9, 2023 /PRNewswire/ -- Omni Logistics , a technology-driven provider of global multimodal logistics solutions and specialized services, today announced the appointment of Claudia Saenz Amlie as an independent board member.
"We are excited to welcome the unique skill set and ideas Claudia brings to Omni Logistics as we continue our growth trajectory and seek to expand our business," said JJ Schickel, CEO of Omni Logistics.
In her role on the Omni Logistics Independent Board, she brings valuable experience and insight to contribute to the overarching growth goals of the company.
"I joined the board because I was impressed with the Omni Logistics' leadership team's vision and the people-first mindset and culture they have built."

Ag Resource Management Announces Appointment of Kim M. Sharan and David D. Matter to Board of Managers

Retrieved on:

Thursday, January 26, 2023

FORT WORTH, Texas, Jan. 26, 2023 /PRNewswire/ -- Ag Resource Management (ARM), one of the nation's top providers of agricultural lending and crop insurance services, today announced the appointments of Kim M. Sharan and David D. Matter to its board of managers.

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FORT WORTH, Texas, Jan. 26, 2023 /PRNewswire/ -- Ag Resource Management (ARM), one of the nation's top providers of agricultural lending and crop insurance services, today announced the appointments of Kim M. Sharan and David D. Matter to its board of managers.
"Kim and Dave will work with ARM's management team to assist with value creation efforts.
"We are pleased to welcome Kim Sharan and Dave Matter to the ARM board," said Rip Mason, chief executive officer and vice chairman of ARM.
Mr. Matter, CFA, is a leader in investment management and financial services with more than 27 years of experience.