Manufacturing Advisory Service

Advisor Group Welcomes Ohio-based Financial Advisor Neal Watson

Retrieved on: 
Thursday, August 12, 2021

Mr. Watson is joining Advisor Group through Arbor Point Advisors, a registered investment adviser (RIA) and subsidiary of Advisor Group network member firm Securities America.

Key Points: 
  • Mr. Watson is joining Advisor Group through Arbor Point Advisors, a registered investment adviser (RIA) and subsidiary of Advisor Group network member firm Securities America.
  • Advisor Group also includes FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC and Woodbury Financial Services Inc.
  • Prior to joining Advisor Group, Arbor Point and Commonwealth Financial Services, Mr. Watson operated an independent RIA firm called Fleming Watson Financial Advisors, which was co-founded by his father in 1986.
  • Mr. Watson said, "In Advisor Group, Arbor Point, and Commonwealth Financial Services, I have gained a set of strategic partners whose goals align flawlessly around my success as a financial advisor.

Alto Names Amin Dabit Chief Operating Officer

Retrieved on: 
Wednesday, August 11, 2021

NASHVILLE, Tenn., Aug. 11, 2021 /PRNewswire/ --Alto Solutions, Inc. (Alto), the next-generation self-directed IRA platform that makes it easy for individuals to access and invest in alternative assets using their retirement funds, announced today that Amin Dabit has joined its leadership team as Chief Operating Officer.

Key Points: 
  • NASHVILLE, Tenn., Aug. 11, 2021 /PRNewswire/ --Alto Solutions, Inc. (Alto), the next-generation self-directed IRA platform that makes it easy for individuals to access and invest in alternative assets using their retirement funds, announced today that Amin Dabit has joined its leadership team as Chief Operating Officer.
  • In May 2021, LendingClub Corporation selected Alto as its new preferred IRA custodian for LendingClub IRA account holders.
  • Dabit brings more than 15 years of experience in the financial services and wealth management industry to Alto, most recently as Vice President of Advisory Service at Personal Capital.
  • In his new role at Alto, Dabit will spearhead strategy development as well as the execution and scaling of the business during its current phase of rapid growth.

Zyston Announces Strategic Hire of Jeremy Powell as Managing Director of Consulting and Advisory Services

Retrieved on: 
Thursday, August 5, 2021

DALLAS and ATLANTA, Aug. 5, 2021 /PRNewswire-PRWeb/ -- Zyston , a managed security service (MSSP & XDR) provider, today announced that technology industry veteran Jeremy Powell is joining the company as Managing Director of Consulting and Advisory Services.

Key Points: 
  • DALLAS and ATLANTA, Aug. 5, 2021 /PRNewswire-PRWeb/ -- Zyston , a managed security service (MSSP & XDR) provider, today announced that technology industry veteran Jeremy Powell is joining the company as Managing Director of Consulting and Advisory Services.
  • During his tenure, Verint became one of the fastest-growing global Amazon Web Services (AWS) partners, with revenue of $2 billion per year.
  • He also held key IT positions over the years with Esquire Deposition Services, Archway Marketing Services, Synq Solutions and Miller Zell.
  • The company combines consulting, staffing and managed security services to provide the best cyber program management on the market today.

Uberflip Named 2021 Hot Vendor by Aragon Research

Retrieved on: 
Wednesday, August 4, 2021

TORONTO, Aug. 4, 2021 /PRNewswire/ -- Uberflip , the leading cloud-based content experience platform (CEP), today announces it has been selected as one of four Hot Vendors in Content Experience for 2021 by Aragon Research.

Key Points: 
  • TORONTO, Aug. 4, 2021 /PRNewswire/ -- Uberflip , the leading cloud-based content experience platform (CEP), today announces it has been selected as one of four Hot Vendors in Content Experience for 2021 by Aragon Research.
  • In December, the Aragon Research Hot Vendors will be formally recognized at an award ceremony at Aragon Transform .
  • Aragon Research publications consist of the opinions of Aragon Research and Advisory Services organization and should not be construed as statements of fact.
  • Aragon Research provides its research publications and the information contained in them "AS IS," without warranty of any kind.

Kaon Interactive Named 2021 "Hot Vendor" in Content Experience Platforms Category by Aragon Research

Retrieved on: 
Wednesday, August 4, 2021

MAYNARD, Mass., Aug. 4, 2021 /PRNewswire-PRWeb/ -- Kaon Interactive , a leading innovator of interactive software technology and digital B2B sales and marketing applications was acknowledged by independent research and advisory firm Aragon Research, named a "Hot Vendor" for the 2021 content experience platforms (CXPs) category.

Key Points: 
  • MAYNARD, Mass., Aug. 4, 2021 /PRNewswire-PRWeb/ -- Kaon Interactive , a leading innovator of interactive software technology and digital B2B sales and marketing applications was acknowledged by independent research and advisory firm Aragon Research, named a "Hot Vendor" for the 2021 content experience platforms (CXPs) category.
  • Kaon Interactive's highly advanced software technology creates and deploys stunning interactive applications (personalized based on customer persona, industry vertical or product portfolio.)
  • Aragon Research publications consist of the opinions of Aragon Research and Advisory Services organization and should not be construed as statements of fact.
  • Aragon Research provides its research publications and the information contained in them "AS IS," without warranty of any kind.