Promontory Financial Group

Lincoln National Corporation Elects Owen Ryan to Serve on the Board of Directors

Retrieved on: 
Monday, September 11, 2023
Banking, Professional Services, Finance, Insurance, Chair, Ryan, Risk management, Lincoln National Corporation, Partner (business rank), LNC, Multimedia, Promontory Financial Group, Accounting, Lincoln, Blackline (software company), AEGIS, NYSE, Management

Lincoln Financial Group (NYSE: LNC) today announced the election of Owen Ryan as a director to serve on the company’s board of directors effective September 11, 2023, increasing the size of the board from eleven to twelve directors.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) today announced the election of Owen Ryan as a director to serve on the company’s board of directors effective September 11, 2023, increasing the size of the board from eleven to twelve directors.
  • He has served as a member of the BlackLine Board since August 2018, and as Chair since January 2023.
  • “I am pleased to welcome Owen to Lincoln’s board and look forward to working with him,” said Ellen Cooper, Chairman, President and CEO of Lincoln Financial Group.
  • The Board and management team are exceptional, and I look forward to contributing to their ongoing success,” said Ryan.

Asurity® Technologies' CTO David Greenwood Honored as 2023 HousingWire Insider

Retrieved on: 
Friday, September 1, 2023
University College London, IBM, Housing, Doctor of Philosophy, Genworth Financial, Master of Science in Information Technology, Information technology, Engineering, PwC, Bystrup Architecture Design Engineering, Promontory, Rensselaer Polytechnic Institute, Promontory Financial Group, CIO, Management, Science, Architecture, Asure Software

WASHINGTON, Sept. 1, 2023 /PRNewswire/ -- Asurity Technologies, LLC ("Asurity"), a leader in the design and development of consumer lending compliance software, is proud to announce that David Greenwood, Ph.D., Chief Technology Officer (CTO), has been selected as a 2023 HousingWire Insider.

Key Points: 
  • WASHINGTON, Sept. 1, 2023 /PRNewswire/ -- Asurity Technologies, LLC ("Asurity"), a leader in the design and development of consumer lending compliance software, is proud to announce that David Greenwood, Ph.D., Chief Technology Officer (CTO), has been selected as a 2023 HousingWire Insider.
  • The HousingWire Insider award recipients were selected by HousingWire's selection committee based on their vital and dynamic contributions to their companies and the industry.
  • "I am deeply honored to be recognized as one of HousingWire's Insiders for 2023," said David Greenwood.
  • For more information on David Greenwood or Asurity, contact us at [email protected] or (202) 765-2150.

Sammons Financial Group Creates Corporate Development Division, Appoints New General Counsel

Retrieved on: 
Monday, August 28, 2023
Professional Services, Other Professional Services, Insurance, Finance, Asset Management, Consulting, Personal Finance, Human, Senior, General counsel, Sammons, Lloyds Bank Corporate Markets, Teas, Life, Multimedia, Promontory Financial Group, Sammons Enterprises, Corporation, Growth, Management, Dinshaw

Sammons Financial Group has named Brian Hansen, General Counsel and Corporate Secretary, to a new role within the company leading the growth strategy outside of its existing lines of business.

Key Points: 
  • Sammons Financial Group has named Brian Hansen, General Counsel and Corporate Secretary, to a new role within the company leading the growth strategy outside of its existing lines of business.
  • Hansen will assume the senior-level position of Chief Development Officer, requiring a dedicated focus on growth in new and adjacent spaces to Sammons Financial Group.
  • View the full release here: https://www.businesswire.com/news/home/20230825879194/en/
    Amy Teas, Senior Vice President, General Counsel and Corporate Secretary, Sammons Financial Group (Photo: Business Wire)
    Amy Teas will replace Hansen in his former role and assume leadership of the Legal, Compliance, Government Affairs, and Procurement departments as Senior Vice President, General Counsel and Corporate Secretary.
  • Today’s announcement to establish a corporate development area creates a platform laser focused on strategy, development, and growth in wealth management and other new and adjacent spaces to Sammons Financial Group.”
    Strategy and business development for Sammons Financial Group’s core industry lines will remain unchanged.

Citizens Financial Group to Participate at the Barclays Global Financial Services Conference

Retrieved on: 
Monday, August 21, 2023
Banking, Professional Services, Finance, Promontory Financial Group, Conference, NYSE, CFG, Citizens Financial Group, Cryptocurrency, Broadcasting, Management

Citizens Financial Group, Inc. (NYSE: CFG) announced today that Vice Chairman and Chief Financial Officer John Woods and Vice Chairman and Head of Consumer Banking Brendan Coughlin will participate at the Barclays Global Financial Services Conference on Monday, September 11, 2023 at 11:15 am ET.

Key Points: 
  • Citizens Financial Group, Inc. (NYSE: CFG) announced today that Vice Chairman and Chief Financial Officer John Woods and Vice Chairman and Head of Consumer Banking Brendan Coughlin will participate at the Barclays Global Financial Services Conference on Monday, September 11, 2023 at 11:15 am ET.
  • The live webcast will be available at http://investor.citizensbank.com under Events & Presentations.

Two fintech veterans join FairPlay AI's advisory team

Retrieved on: 
Tuesday, August 1, 2023
Insurance, Risk, General counsel, Comptroller, Senior advisor, ONE, Chicago Bulls, Azlo, FairPlay, Associate, Neobank, BCG, Walmart, Anchorage, Alaska, Promontory, Business manager, Machine learning, Algorithm, Promontory Financial Group, SoFi, Buckley LLP, Bank

LOS ANGELES, Aug. 1, 2023 /PRNewswire/ -- FairPlay AI, the world's first Fairness-as-a-Service™ company, is welcoming Kevin Moss and Sarah Elliott to its team of advisors. These industry leaders bring decades of financial services expertise to FairPlay's team at a time when the company is experiencing rapid adoption of its fair lending solutions.

Key Points: 
  • LOS ANGELES, Aug. 1, 2023 /PRNewswire/ -- FairPlay AI , the world's first Fairness-as-a-Service™ company, is welcoming Kevin Moss and Sarah Elliott to its team of advisors.
  • These industry leaders bring decades of financial services expertise to FairPlay's team at a time when the company is experiencing rapid adoption of its fair lending solutions.
  • In 2017 Elliott founded the 94104 Exchange, a San Francisco-based forum for fintech lawyers and compliance professionals to facilitate "the unregulated exchange of ideas."
  • Moss and Elliott join David Silberman and Manny Alvarez on FairPlay's advisory team.

Former Senior CFPB Attorney and Top Industry General Counsel Launch New Firm: SeldenLindeke LLP

Retrieved on: 
Monday, July 31, 2023
Los Angeles Times, CFPB, Private sector, LLP, Fintech, HELOC, Alston & Bird, Alston, Ernst & Young Entrepreneur of the Year Award, General counsel, Comptroller, American Bankers Association, Privacy, Office of the Comptroller of the Currency, Treasury, Currency, Consumer Financial Protection Bureau, Acquisition, O'Hara, U.S. Treasury, Promontory, Personal injury lawyer, Risk, Consumer, Promontory Financial Group, Knowledge, Bank

Prior to beginning his legal career, Lindeke worked in every aspect of mortgage origination from origination, processing and underwriting, to closing.

Key Points: 
  • Prior to beginning his legal career, Lindeke worked in every aspect of mortgage origination from origination, processing and underwriting, to closing.
  • Most recently, he served as General Counsel and Chief Legal Officer, and will continue to serve the role of outside General Counsel, at Change Lending LLC.
  • Given this successful track record, he was recently named a finalist for the prestigious Los Angeles Times In-House Counsel of the Year Award in 2023.
  • For more information, contact the firm at (888) 854-4244, send an email to [email protected] , or visit www.seldenlindeke.com .

Bankwell Hires Chief Innovation Officer

Retrieved on: 
Tuesday, July 25, 2023
Banking, Professional Services, Finance, Neobank, Cross River Bank, Bankwell, Promontory Financial Group, Strategic Innovation Fund, Sale, Senior, BBVA, Bank, Management, Simple

Bankwell Financial Group, Inc. (NASDAQ: BWFG), parent company of Bankwell Bank, today announced that Ryan J. Hildebrand has been appointed Executive Vice President in the newly created role of Chief Innovation Officer at Bankwell.

Key Points: 
  • Bankwell Financial Group, Inc. (NASDAQ: BWFG), parent company of Bankwell Bank, today announced that Ryan J. Hildebrand has been appointed Executive Vice President in the newly created role of Chief Innovation Officer at Bankwell.
  • Mr. Hildebrand will join Bankwell's Executive Team and report to Christopher R. Gruseke, President and CEO of Bankwell.
  • Mr. Hildebrand will oversee growth strategies through innovation and technology.
  • Mr. Hildebrand recently served as the Strategic Innovation Officer at Lincoln Savings Bank.

Citizens Names Susan deTray as Head of Citizens Private Bank

Retrieved on: 
Monday, July 24, 2023
Banking, Other Professional Services, Professional Services, Finance, Columbia University, JPMorgan Chase, GMP, Senior, Leo DeTray, CFG, Head, BNY Mellon, Bank of America Private Bank, Retail banking, Multimedia, Barnard College, Promontory Financial Group, Farm Credit Administration, Commercial bank, Citizens Financial Group, Wealth management, Bank, Harvard Business School, Public sector banks in India, Growth, Wells Fargo, First Republic Bank, NYSE, Economics, Tutoring, Citizenship

Citizens Financial Group, Inc. (NYSE: CFG) today announced the appointment of Susan deTray as Head of Citizens Private Bank.

Key Points: 
  • Citizens Financial Group, Inc. (NYSE: CFG) today announced the appointment of Susan deTray as Head of Citizens Private Bank.
  • The Citizens Private Bank has multiple teams in Boston, New York, Palm Beach, Fla. and San Francisco.
  • She will report directly to Brendan Coughlin, Vice Chairman and Head of Consumer Banking.
  • View the full release here: https://www.businesswire.com/news/home/20230724527960/en/
    Citizens Financial Group today announced the appointment of Susan deTray as Head of Citizens Private Bank.

Financial Crimes Compliance Expert Darcy Allen Joins Treliant as Managing Director

Retrieved on: 
Monday, July 17, 2023
Database transaction, Senior, FINTRAC, Senior advisor, Risk management, Intelligence, Canada Border Services Agency, Capital One, Financial Transactions and Reports Analysis Centre of Canada, CBSA, Organization, AML, Walmart, Promontory, Risk, Promontory Financial Group, Citibank, Cryptocurrency, Crime

WASHINGTON, July 17, 2023 /PRNewswire/ -- Treliant, an essential consulting partner to the global financial industry, has named Darcy Allen as Managing Director in the firm's Financial Crimes and Fraud Solutions practice.

Key Points: 
  • WASHINGTON, July 17, 2023 /PRNewswire/ -- Treliant, an essential consulting partner to the global financial industry, has named Darcy Allen as Managing Director in the firm's Financial Crimes and Fraud Solutions practice.
  • His appointment continues to expand Treliant's client services and their focus on preventing financial crimes while protecting their organizations' operational integrity.
  • Darcy has over 25 years of financial crimes compliance experience spanning government, consulting, banking, and retail.
  • He most recently led a global team at Walmart responsible for overseeing the organizations AML and financial services compliance program.

Citizens Financial Group, Inc. Announces Preliminary Stress Capital Buffer

Retrieved on: 
Friday, June 30, 2023
Banking, Professional Services, Finance, Structure of the Federal Reserve System, SCB, Promontory Financial Group, NYSE, Federal Reserve, Federal, Citizens Financial Group, Bloomberg L.P. v. Board of Governors of the Federal Reserve System, Bank, Citizenship

Citizens Financial Group, Inc. (NYSE: CFG or the “Company”) today announces the Board of Governors of the Federal Reserve System (the “Federal Reserve”) has communicated to the Company its preliminary Stress Capital Buffer (“SCB”) of 4.0%, effective October 1, 2023, following the release of the Federal Reserve’s DFAST stress test results on June 28, 2023.

Key Points: 
  • Citizens Financial Group, Inc. (NYSE: CFG or the “Company”) today announces the Board of Governors of the Federal Reserve System (the “Federal Reserve”) has communicated to the Company its preliminary Stress Capital Buffer (“SCB”) of 4.0%, effective October 1, 2023, following the release of the Federal Reserve’s DFAST stress test results on June 28, 2023.
  • The Company’s regulatory minimum CET1 ratio implied by the preliminary SCB is now 8.5%, up from 7.9%.
  • Citizens expects the second quarter 2023 CET1 ratio to be approximately 175 basis points above the implied regulatory minimum, reaffirming the capital strength of the Company.
  • This strong capital position permits continued support of customer needs and organic growth initiatives as well as strong ongoing return of capital to shareholders.