RMIT School of Economics, Finance and Marketing

Medica’s Board of Directors Names Lisa Erickson as President and Chief Executive Officer

Retrieved on: 
Wednesday, November 1, 2023

Medica’s Board of Directors today named Lisa Erickson President and Chief Executive Officer.

Key Points: 
  • Medica’s Board of Directors today named Lisa Erickson President and Chief Executive Officer.
  • Medica operates in twelve states under Medica, Dean Health Plan, and Prevea360 Health Plan brands.
  • “We are excited to have Lisa as our President and Chief Executive Officer,” said John Buck, Medica Board Chair.
  • “I’m honored by the opportunity to lead this organization that is committed to bringing our mission to life by serving our community,” said Erickson.

SLR Appoints Brad Coleman as an Operating Partner

Retrieved on: 
Monday, September 18, 2023

NEW YORK, Sept. 18, 2023 /PRNewswire/ -- SLR Capital Partners, LLC ("SLR"), a private credit platform specializing in direct lending to U.S. middle market companies, announces that Brad Coleman has joined the firm as an Operating Partner. Coleman will focus on strategic growth initiatives for the firm, leveraging his 35 years of experience in the financial services industry.

Key Points: 
  • NEW YORK, Sept. 18, 2023 /PRNewswire/ -- SLR Capital Partners, LLC ("SLR"), a private credit platform specializing in direct lending to U.S. middle market companies, announces that Brad Coleman has joined the firm as an Operating Partner.
  • Coleman will focus on strategic growth initiatives for the firm, leveraging his 35 years of experience in the financial services industry.
  • "After partnering with Brad throughout our careers, we are thrilled to have him join the SLR team," said Michael Gross and Bruce Spohler, Co-Founders of SLR.
  • Coleman has a long history with SLR and its founders as an adviser and strategic partner.

UBS Advisor Jeremy Keller named to Forbes America’s Top Next-Gen Wealth Advisor list

Retrieved on: 
Friday, September 1, 2023

UBS today announced that Jeremy Keller, a Managing Director and Private Wealth Advisor based in the firm’s in Las Vegas, Nevada office, has been named to the Forbes America’s Top Next-Gen Wealth Advisor list for 2023.

Key Points: 
  • UBS today announced that Jeremy Keller, a Managing Director and Private Wealth Advisor based in the firm’s in Las Vegas, Nevada office, has been named to the Forbes America’s Top Next-Gen Wealth Advisor list for 2023.
  • Jeremy earned distinction as Nevada’s #1 Top Next-Gen Advisor and #35 in the nation.
  • In recognition of his success and achievements, Jeremy has also been named to the Forbes Best-in-State Wealth Advisors and Forbes Best-In-State Wealth Management Teams lists for 2023.
  • Montage Financial Group at UBS was also recently named to the Barron’s Top 100 Private Wealth Teams list for 2023, as well as the Forbes Best-in-State Wealth Management Teams list for 2023.

Julian Parra Named Head of Commercial and Industrial Banking for California at Western Alliance Bank

Retrieved on: 
Tuesday, August 29, 2023

Western Alliance Bank today announced that Julian Parra has been appointed as the organization’s Head of Commercial and Industrial Banking for California.

Key Points: 
  • Western Alliance Bank today announced that Julian Parra has been appointed as the organization’s Head of Commercial and Industrial Banking for California.
  • View the full release here: https://www.businesswire.com/news/home/20230829807998/en/
    "Julian's appointment will bring a dedicated focus to the Commercial and Industrial market for Western Alliance Bank,” said Ken Vecchione, president and chief executive officer of Western Alliance Bank.
  • He has held progressive leadership positions at Bank of America, most recently as Regional Commercial Banking Executive for California, Nevada and Hawaii.
  • “Western Alliance Bank is a remarkable organization, with a great track record for relationship-based banking and serving the needs of commercial customers in every economic climate.

CloudPay Appoints Roland Folz As Chief Executive Officer

Retrieved on: 
Monday, August 14, 2023

CloudPay , the leading global employee pay provider, today announces the appointment of Roland Folz as Chief Executive Officer, effective immediately.

Key Points: 
  • CloudPay , the leading global employee pay provider, today announces the appointment of Roland Folz as Chief Executive Officer, effective immediately.
  • In his new role as CEO, Folz will lead CloudPay into the next phase of profitable growth following the successful expansion of the company in recent years.
  • “I am delighted to be joining CloudPay,” said Roland Folz.
  • Folz holds a PhD in Finance and Marketing, along with an MBA and MSc in Mathematics.

Trousdale Ventures Adds to Investment Team with Esteemed Finance Industry Leader

Retrieved on: 
Wednesday, May 17, 2023

Trousdale Ventures, LLC., a preeminent privately-held investment firm ( www.TrousdaleVC.com ), is thrilled to announce the appointment of esteemed finance and data analytics authority, Sachin Seth, to the role of Finance and Climate Venture Capitalist.

Key Points: 
  • Trousdale Ventures, LLC., a preeminent privately-held investment firm ( www.TrousdaleVC.com ), is thrilled to announce the appointment of esteemed finance and data analytics authority, Sachin Seth, to the role of Finance and Climate Venture Capitalist.
  • Seth shared his excitement for his new role, saying, “I am deeply honored to join the forward-thinking team at Trousdale Ventures.
  • As a multifaceted industry leader, his addition to our team will undoubtedly propel our commitment to pioneering investments in the future of climate, mobility, and deep tech."
  • Trousdale Ventures maintains a robust investment portfolio of over 150 companies spanning diverse sectors, such as space and mobility, climate tech, deep tech, and health and wellness.

Blink Charging Elects Experienced Infrastructure Investor Kristina A. Peterson to Board of Directors

Retrieved on: 
Monday, May 8, 2023

Peterson is an experienced public and private company board member and infrastructure investor with over 25 years of operating experience in the finance, electric power generation and tech sectors.

Key Points: 
  • Peterson is an experienced public and private company board member and infrastructure investor with over 25 years of operating experience in the finance, electric power generation and tech sectors.
  • Blink’s Board Member, Ritsaart van Montfrans, added, "The Board is honored to have Kristina join us as we continue to grow and develop a strong presence in the EV charging space.
  • The Blink Board of Directors, along with its accomplished executive management team, create an unparalleled group of industry experts at all levels of management throughout the Blink organization.
  • This dynamic team of EV industry leaders, along with the highly experienced Blink senior management, position Blink as a formidable provider of EV solutions and establishes Blink as a leader in the industry.

UBS Advisor Jeremy Keller Named to the Financial Planning Top 40 Brokers Under 40 List

Retrieved on: 
Friday, February 17, 2023

UBS Private Wealth Management announced today that Jeremy Keller , a Managing Director and Private Wealth Advisor in the firm’s Las Vegas, Nevada office, has been named to the Financial Planning Top 40 Brokers under 40 list for 2023.

Key Points: 
  • UBS Private Wealth Management announced today that Jeremy Keller , a Managing Director and Private Wealth Advisor in the firm’s Las Vegas, Nevada office, has been named to the Financial Planning Top 40 Brokers under 40 list for 2023.
  • “We’re incredibly proud to see Jeremy recognized for the high level of service and investment advice he provides to his clients,” said Chuck Powers, Market Director at UBS Private Wealth Management.
  • The team was recently named to the Forbes Best-In-State Wealth Management Teams list for 2023 and the Barron’s Top 100 Private Wealth Management Teams list for 2022.
  • The 2023 Financial Planning Top 40 Brokers Under 40 generate nearly $205 million in annual revenue combined and oversee $40 billion in client assets.

Seagen Names David R. Epstein as Chief Executive Officer and Director

Retrieved on: 
Thursday, November 10, 2022

Seagen Inc. (Nasdaq: SGEN) today announced that its Board of Directors has appointed David R. Epstein as Chief Executive Officer (CEO) and a member of the Board of Directors.

Key Points: 
  • Seagen Inc. (Nasdaq: SGEN) today announced that its Board of Directors has appointed David R. Epstein as Chief Executive Officer (CEO) and a member of the Board of Directors.
  • In addition, Seagen announced that Roger Dansey, M.D., who has served as Seagens Chief Medical Officer (CMO) since 2018 and as Interim CEO since May 2022, has been appointed President, Research and Development.
  • Mr. Epstein said, I have long admired Seagen as a leader in the development and commercialization of transformative cancer therapies.
  • David R. Epstein has more than 30 years of drug development, deal making, commercialization and people leadership experience on a global scale.

KE Andrews expands Credits and Incentives Practice with New Director - Caitlin Glenn

Retrieved on: 
Friday, October 7, 2022

DALLAS, Oct. 7, 2022 /PRNewswire/ -- KE Andrews , a national provider of state and local tax and valuation services; expands its Credits & Incentives practice with the addition of Caitlin Glenn - as a Director in their Dallas office.

Key Points: 
  • DALLAS, Oct. 7, 2022 /PRNewswire/ -- KE Andrews , a national provider of state and local tax and valuation services; expands its Credits & Incentives practice with the addition of Caitlin Glenn - as a Director in their Dallas office.
  • Caitlin Glenn has joined KE Andrews as a Director in the Credits & Incentives practice.
  • Caitlin is focused on expanding the Credits & Incentives practice at KEA to provide turnkey solutions for companies navigating the complexities of securing savings associated with negotiating economic development incentive packages.
  • Caitlin began her tax incentives career in 2006 with a leading national firm, helping lead their New Market Tax Credit line of business before joining KE Andrews.