Chartered Financial Planner

Transat appoints Jean-François Pruneau as Chief Financial Officer

Retrieved on: 
Tuesday, December 12, 2023
Canadian National Railway, National Railway, Senior, Executive Committee, VSNL International Canada, CFA, Chartered, Chartered Financial Planner, HEC, Vidéotron, Transat, Financial management, Knowledge, Management, Quebecor

MONTREAL, Dec. 12, 2023 /CNW/ - Transat A.T. Inc. (« Transat ») announces the appointment of Jean-François Pruneau as Chief Financial Officer.

Key Points: 
  • MONTREAL, Dec. 12, 2023 /CNW/ - Transat A.T. Inc. (« Transat ») announces the appointment of Jean-François Pruneau as Chief Financial Officer.
  • "I am pleased to welcome Jean-François, who will endorse a pivotal role in the transformation of the Company," said Annick Guérard, President and Chief Executive Officer of Transat.
  • He most recently served as Executive Vice President and Chief Financial Officer for Starpax Biopharma.
  • Throughout his career, he held various roles in finance at Canadian National Railway, BCE Media and Quebecor, where he spent close to 17 years and progressed to Senior Vice President and Chief Financial officer, before joining Videotron as President and Chief Executive Officer.

Erie Insurance announces senior leadership appointments and promotions

Retrieved on: 
Thursday, May 5, 2022
Youngstown State University, Private practice, Ohio State University, Chartered Property Casualty Underwriter, Nationwide Mutual Insurance Company, Erie Insurance Group, FCAS, Institute of Internal Auditors, University, Insurance, Bloom, NASDAQ, SVP, Statistics, Arthur Andersen, Risk management, CFA, Casualty, Personal care, Superior, Fortune 500, Patel, Youngstown, Ohio, Internal audit, CIC, Certification, Certified Insurance Counselor, Certified Fraud Examiner, Pest, Hungary, Industry, District, Certified Public Accountant, Bradley University, Mathematics, Pennsylvania State University, Navigant Consulting, MBA, CPA, View, Cowbell, CPCU, Chartered Financial Planner, Bowling Green State University, AM Best, Corporate law, Multimedia, Management, Nationwide

ERIE, Pa., May 5, 2022 /PRNewswire/ -- Erie Insurance (NASDAQ: ERIE) today announced a series of new senior leadership appointments and promotions within the company's Personal Products, Experience, Law and Internal Audit areas.

Key Points: 
  • Leaders named for key Personal Products and Experience roles; promotions announced within Law and Internal Audit
    ERIE, Pa., May 5, 2022 /PRNewswire/ -- Erie Insurance (NASDAQ: ERIE) today announced a series of new senior leadership appointments and promotions within the company's Personal Products, Experience, Law and Internal Audit areas.
  • Sapan Patel will return to ERIE to become senior vice president, Experience, effective May 16.
  • Prior to joining ERIE, Nealon was in private practice, where he gained extensive civil litigation experience with an emphasis on insurance litigation.
  • Pesta joined the company as the Internal Audit leader in 2018.For 15 years prior to joining ERIE, she held various leadership positions at Nationwide Insurance.

Choosing financial advisor during and after the pandemic

Retrieved on: 
Wednesday, July 28, 2021
Economy, Finance, Money, Financial advisors, Professional certification in finance, Financial planners, Financial adviser, Adviser, Chartered Financial Planner, Chartered

Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".

Key Points: 
  • Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".
  • Wealthy individuals searching for a financial advisor can approach the task in two ways:
    Prospective clients can Google "Financial advisors near me" and select the firm which is nearest to their house.
  • The Chartered Financial Planner qualification is difficult to obtain, less than a quarter of financial advisers in the UK hold chartered status.
  • Simon Bullock , Founder Director of Mulberry Bow , notes: "Finding a financial advisor near you might be convenient, but it is rarely the best option.

Choosing financial advisor during and after the pandemic

Retrieved on: 
Wednesday, July 28, 2021
Economy, Finance, Money, Financial advisors, Professional certification in finance, Financial planners, Financial adviser, Adviser, Chartered Financial Planner, Chartered

Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".

Key Points: 
  • Many wealthy people looking to engage a financial advisor to help them get their financial affairs in order still open a search engine and type " Financial advisers near me ".
  • Wealthy individuals searching for a financial advisor can approach the task in two ways:
    Prospective clients can Google "Financial advisors near me" and select the firm which is nearest to their house.
  • The Chartered Financial Planner qualification is difficult to obtain, less than a quarter of financial advisers in the UK hold chartered status.
  • Simon Bullock , Founder Director of Mulberry Bow , notes: "Finding a financial advisor near you might be convenient, but it is rarely the best option.

Rowling & Associates Announces Internal Succession; Names 3 New Principals as Owners

Retrieved on: 
Thursday, October 1, 2020
Economy, Finance, Money, Professional certification in finance, Personal finance, Certified Financial Planner, Certified Public Accountant, Accountant, Financial planner, Chartered Financial Planner

Veteran financial professionals, Tara Weisinger, Lorenzo Sanchez and Juan Aguilar have been named as the new Principals and owners of the firm and will lead R&A in its next chapter of growth.

Key Points: 
  • Veteran financial professionals, Tara Weisinger, Lorenzo Sanchez and Juan Aguilar have been named as the new Principals and owners of the firm and will lead R&A in its next chapter of growth.
  • "Having three owners younger than me provides many benefits to our clients and staff," said Rowling.
  • She is the founder and principal of Rowling & Associates with professional credentials including Certified Public Accountant and Personal Financial Specialist.
  • Prestigious designations held at the firm include Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER (CFP).

Canada Financial Services Guide 2019-2020 - ResearchAndMarkets.com

Retrieved on: 
Monday, September 9, 2019
Banking, Professional services, Finance, Economy, Financial services, Finance, Financial adviser, Chartered, Canadian Securities Institute, Chartered Financial Planner

Financial Services Canada is the most up-to-date source for names and contact information of industry professionals, senior executives, portfolio managers, financial advisers, agency bureaucrats, and lawyers with financial specialties.

Key Points: 
  • Financial Services Canada is the most up-to-date source for names and contact information of industry professionals, senior executives, portfolio managers, financial advisers, agency bureaucrats, and lawyers with financial specialties.
  • Financial Services Canada is widely used by financial executives, bankers, financial planners, sales and marketing professionals, lawyers and chartered accountants, government officials, investment dealers, journalists, librarians and reference specialists, students, entrepreneurs and others interested in Canada's financial services industry.
  • Published for over a decade and a half, this well-researched and comprehensive volume includes listings for every facet of the Canadian financial industry.
  • Covering topics as diverse as financial services institutions, major Canadian companies and industry-related associations or publications, this title is a vital tool for all your marketing or research needs.

Walsh Welcomes Financial Services Leaders to College

Retrieved on: 
Friday, October 26, 2018
Professional certification in finance, Personal finance, United States securities law, Certified Financial Planner, Professional certification, Economy, Financial Industry Regulatory Authority, Chartered, Finance, Money, Chartered Financial Planner

"These three women are not just leaders in their field, but also role models for other women who are interested in building a career in the financial services industry," says Walsh President & CEO Marsha Kelliher.

Key Points: 
  • "These three women are not just leaders in their field, but also role models for other women who are interested in building a career in the financial services industry," says Walsh President & CEO Marsha Kelliher.
  • "We are proud to welcome them to Walsh and share with our students and the community their experiences in the financial services industry."
  • She holds certifications and designations including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and FINRA and insurance licenses.
  • Walsh is an all-business, private, independent, not-for-profit, fully accredited college offering undergraduate and graduate business and technology degrees, as well as certificate programs.