Uniform Securities Agent State Law Exam

Olsen Palmer Launches Kansas City Office, Expanding Bank M&A Advisory Practice

Retrieved on: 
Thursday, February 2, 2023
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Olsen Palmer is pleased to announce the launch of a Kansas City office to support the firm’s active and growing bank M&A advisory practice in the region.

Key Points: 
  • Olsen Palmer is pleased to announce the launch of a Kansas City office to support the firm’s active and growing bank M&A advisory practice in the region.
  • The office will be led by Frank Berndt, Managing Director, who will lead the firm’s efforts in Kansas and Missouri including sell-side M&A advisory, buy-side M&A advisory, valuations, fairness opinions, and Board-level assessments of strategic alternatives.
  • This is Olsen Palmer’s 5th office, complementing the firm’s headquarters in Washington D.C. and existing offices in Chicago, Denver, and Birmingham.
  • Christopher Olsen, Managing Partner of Olsen Palmer, said, “We are very excited about the launch of our Kansas City office.

Valor Hires Claire Ames Shaw to Oversee West Texas Operations

Retrieved on: 
Tuesday, February 14, 2023
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FORT WORTH, Texas, Feb. 14, 2023 /PRNewswire/ -- Valor, a Fort Worth-based specialty asset management company with expertise in mineral management and oil and gas accounting, has named Claire Ames Shaw as the company's new director of West Texas operations. Claire will work from Valor's satellite office in Midland, Texas, maintaining a dedicated presence for the company in this energy rich region. The addition of Claire to the team reinforces the company's commitment to having a strong, continuous presence in the West Texas region.

Key Points: 
  • FORT WORTH, Texas, Feb. 14, 2023 /PRNewswire/ -- Valor , a Fort Worth-based specialty asset management company with expertise in mineral management and oil and gas accounting , has named Claire Ames Shaw as the company's new director of West Texas operations.
  • Claire will work from Valor's satellite office in Midland, Texas, maintaining a dedicated presence for the company in this energy rich region.
  • The addition of Claire to the team reinforces the company's commitment to having a strong, continuous presence in the West Texas region.
  • "Over the past few years, we've noted a substantial increase in new mineral management clients and prospects in the West Texas region," said Joseph DeWoody, CEO of Valor.

'THE RETIREMENT MIRAGE' AUTHOR NANCY HITE COMES OUT OF PUBLICITY RETIREMENT HIRING TRANSMEDIA GROUP FOR PUBLIC RELATIONS

Retrieved on: 
Monday, January 30, 2023
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BOCA RATON, Fla., Jan. 30, 2023 /PRNewswire/ -- Fiduciary financial expert Nancy Hite retains TransMedia Group to show why retirement is really a mirage and a time in their lives for which most people are unprepared.

Key Points: 
  • BOCA RATON, Fla., Jan. 30, 2023 /PRNewswire/ -- Fiduciary financial expert Nancy Hite retains TransMedia Group to show why retirement is really a mirage and a time in their lives for which most people are unprepared.
  • TransMedia Group said it plans to share with media nationwide Hite's more realistic views on that much misunderstood concept, retirement, punctuated with her astute advice on how people can achieve long-term financial stability.
  • Hite holds a Series 63 and Series 7 licenses, qualifying her to advise clients in Financial Markets throughout Florida and several other states.
  • "I feel that Nancy can be a great source for all media, from mommy bloggers to national media and podcasts that seek human interest topics," said Adrienne Mazzone, President, TransMedia Group.

The Pacific Financial Group Appoints Judith Cheng as New Chief Investment Officer

Retrieved on: 
Tuesday, December 13, 2022
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BELLEVUE, Wash., Dec. 13, 2022 /PRNewswire/ -- The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Judith Cheng has joined the leadership team as Chief Investment Officer.

Key Points: 
  • BELLEVUE, Wash., Dec. 13, 2022 /PRNewswire/ -- The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Judith Cheng has joined the leadership team as Chief Investment Officer.
  • Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon.
  • Judith is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations.
  • Founded in 1984, The Pacific Financial Group, Inc. (TPFG) is a SEC registered investment advisory firm and dynamic wealth management innovator that focuses on the group retirement space.

M&T Bank Names Sam Bluso as Head of Institutional Real Estate

Retrieved on: 
Monday, November 21, 2022
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BUFFALO, N.Y., Nov. 21, 2022 /PRNewswire/ -- M&T Bank  ("M&T") (NYSE: MTB) has appointed Sam Bluso to lead the bank's new Institutional Real Estate Group focused on expanding M&T's corporate real estate business. As Head of Institutional Real Estate for M&T, Bluso will rely on his 25 years in the real estate capital markets and institutional business to deliver lending and capital markets solutions to Real Estate Investment Trust (REIT) and Investment Real Estate Fund clients.

Key Points: 
  • BUFFALO, N.Y., Nov. 21, 2022 /PRNewswire/ -- M&T Bank ("M&T") (NYSE: MTB) has appointed Sam Bluso to lead the bank's new Institutional Real Estate Group focused on expanding M&T's corporate real estate business.
  • As Head of Institutional Real Estate for M&T, Bluso will rely on his 25 years in the real estate capital markets and institutional business to deliver lending and capital markets solutions to Real Estate Investment Trust (REIT) and Investment Real Estate Fund clients.
  • The new Institutional Real Estate Group will focus on managing corporate and institutional real estate relationships and will complement M&T's existing Institutional Commercial Real Estate Capital Markets team led by Matt Orrino , managing director, within the Investment Bank.Orrino joined the bank earlier this year to expand its Institutional CRE Capital Markets solutions for new and existing customer bases.
  • Previously, Bluso served as a Managing Director in the Debt Capital Markets group at Citizens Bank, where he supported the Bank's REIT team in its capital market origination.

Lincoln Financial Group Names Industry Veteran Jim O’Boyle Senior Vice President, Life & Annuity Operations

Retrieved on: 
Monday, October 3, 2022
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Lincoln Financial Group (NYSE: LNC) announced today that Jim OBoyle will join as senior vice president and head of Life & Annuity Operations, effective Nov. 1.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) announced today that Jim OBoyle will join as senior vice president and head of Life & Annuity Operations, effective Nov. 1.
  • He will report to Matt Grove, executive vice president, president of Individual Life & Annuities and Lincoln Financial Network.
  • Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism.
  • Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates.

Ascensus Appoints Two New Regional Vice Presidents

Retrieved on: 
Wednesday, August 17, 2022
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DRESHER, Pa., Aug. 17, 2022 /PRNewswire/ -- Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—announced that industry veterans Chris Brock and Nick Eschenheimer have been appointed Regional Vice Presidents on the firm's retirement plan sales team.

Key Points: 
  • Brock joins Ascensus as Regional Vice President in the Northern Florida region, reporting to Anthony Bologna, Eastern Division vice president.
  • Brock has served in the financial services industry for 25 years, most recently as Regional Vice President at Securian Financial.
  • Nick Eschenheimer joins the Ascensus retirement sales team as Regional Vice President serving Oklahoma, Louisiana and Arkansas, reporting to Lori Zeman, Western Division vice president.
  • The company's brands include Ascensus; Newport, an Ascensus company; PAi, an Ascensus company; and FuturePlan by Ascensus.

Greg Papazian Promoted to Chief Investor Relations Officer and Director of Sales

Retrieved on: 
Monday, August 15, 2022
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BEVERLY, Mass., Aug. 15, 2022 /PRNewswire/ -- Brookwood Financial Partners, LLC ("Brookwood"), a nationally recognized private equity real estate investment firm, is pleased to announce that Greg Papazian has been promoted to the newly created position of Chief Investor Relations Officer and Director of Sales.

Key Points: 
  • BEVERLY, Mass., Aug. 15, 2022 /PRNewswire/ -- Brookwood Financial Partners, LLC ("Brookwood"), a nationally recognized private equity real estate investment firm, is pleased to announce that Greg Papazian has been promoted to the newly created position of Chief Investor Relations Officer and Director of Sales.
  • In these capacities, Mr. Papazian will direct all institutional and retail equity offerings, lead the sales team at Brookwood Securities Partners, LLC, Brookwood's wholly owned broker-dealer and direct Brookwood's investor relations department.
  • "Greg is well respected by his partners, colleagues, and clients for his outstanding investor service, fundraising success, integrity, and depth of experience.
  • Mr. Papazian is a Partner of Brookwood and, prior to his promotion, was a Managing Director and Director of Retail Sales for Brookwood Securities.

BNY Mellon Wealth Management Names Adam Lieb Global Family Office Senior Client Strategist

Retrieved on: 
Wednesday, August 3, 2022
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CHICAGO, Aug. 3, 2022 /PRNewswire/ -- BNY Mellon Wealth Management named Adam Lieb as senior client strategist for Global Family Office.

Key Points: 
  • CHICAGO, Aug. 3, 2022 /PRNewswire/ -- BNY Mellon Wealth Management named Adam Lieb as senior client strategist for Global Family Office.
  • Prior to joining BNY Mellon Wealth Management, Adam was at Fidelity Family Office Services for more than 13 years and most recently served as vice president.
  • Drawing on our breadth and depth of institutional capabilities, innovative technology and 50 years of family office expertise, BNY Mellon Global Family Office helps our clients meet the complex needs of the multi-generational families they serve.
  • BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.

VERSITY INVEST EXPANDS SALES TEAM

Retrieved on: 
Friday, June 24, 2022
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ALISO VIEJO, Calif., June 23, 2022 /PRNewswire/ -- Versity Invest, LLC, (Versity) a nationally recognized real estate firm specializing in student housing and conventional multifamily investments, has added and promoted several associates to accommodate the continued expansion of their portfolio into conventional multifamily housing and the addition of a Real Estate Investment Trust (REIT).

Key Points: 
  • "The growth of Versity Invest is expected given how aggressive the company has been at acquiring new properties for the portfolio.
  • I am pleased to announce the following expansion of the sales team through the addition and promotion of employees," announced Jason Kjellson, Executive Vice President and National Sales Manager.
  • For more information about Versity Invest, LLC, please contact Tanya Muro at 877-827-6272 or by email at [email protected] .
  • Versity Invest, LLC, offers individual investors indirect ownership interests in institutional quality, professionally managed real estate.