Divisional buyout

FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales

Retrieved on: 
Thursday, January 19, 2023
Human resources, College of St. Scholastica, Partridge River, Acquisition, Generally Accepted Recordkeeping Principles, Divisional buyout, TPA, St. Mary's/Duluth Clinic Health System, College, McIsaac, Management

DRESHER, Pa., Jan. 19, 2023 /PRNewswire/ -- FuturePlan by Ascensus, a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers, has named Aaron McIsaac its new Head of FuturePlan Sales.

Key Points: 
  • DRESHER, Pa., Jan. 19, 2023 /PRNewswire/ -- FuturePlan by Ascensus , a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers, has named Aaron McIsaac its new Head of FuturePlan Sales.
  • McIsaac will report directly to Kasey Price, president of FuturePlan, and lead sales strategy and distribution efforts across the line of business.
  • "Over the past few years, we've worked hard to evolve and grow the FuturePlan line of business and its capabilities, and in particular, the sales organization," said Price.
  • McIsaac has served as Divisional Vice President – West for FuturePlan since January 2020.

Flow Control Holdings Names New Chief Executive Officer

Retrieved on: 
Monday, December 12, 2022
Kerns, Duke University, University of North Carolina, FCH, Food, Divisional buyout, FKA, Sale, Fuqua School, Triple accreditation, Drink, Audax, HBM, IDEX Corporation, Health, Growth, Consumer, University, Alcoa, Business development, GateKeeper (access control device), Private equity, MBA, Sewage, Management, Financial services

CINCINNATI, Dec. 12, 2022 /PRNewswire-PRWeb/ -- Flow Control Holdings ("FCH"), a leading provider of sanitary flow components to producers of foods, beverages and pharmaceuticals, announced today the appointment of Scott Kerns to the position of Chief Executive Officer.

Key Points: 
  • Flow Control Holdings, a leading provider of sanitary flow components to producers of foods, beverages and pharmaceuticals, announced today the appointment of Scott Kerns to the position of Chief Executive Officer.
  • CINCINNATI, Dec. 12, 2022 /PRNewswire-PRWeb/ -- Flow Control Holdings ("FCH"), a leading provider of sanitary flow components to producers of foods, beverages and pharmaceuticals, announced today the appointment of Scott Kerns to the position of Chief Executive Officer.
  • Scott will be instrumental in guiding Flow Control Holdings as the company continues its pursuit of an aggressive growth path."
  • Founded in 2018, Flow Control Holdings specializes in providing highly engineered sanitary and high purity flow components for market-critical applications within the food, beverage, and pharmaceutical industries.

Atria Wealth Solutions Commences Next Stage of Growth Strategy with Appointment of William P. Morrissey, Jr. as Managing Director and Head of the Independent Channel

Retrieved on: 
Tuesday, November 29, 2022
Growth, Merrill (company), Head, RIA, Fidelity Investments, Practice management, IRI, Business development, Wealth management, LPL Financial, Stanford Graduate School of Business, Divisional buyout, The Guardian Life Insurance Company of America, Harvard Business School, Broker-dealer, FSI, LPL, Business, NEXT, Management, Financial adviser, Boston College, Atria

NEW YORK, Nov. 29, 2022 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a wealth management solutions holding company, today announced William P. Morrissey, Jr. as Head of the Independent Channel, a newly created role designed to further expand and advance the firm's rapid growth in the independent wealth management space, reporting directly to Doug Ketterer, CEO and Founding Partner.

Key Points: 
  • Mr. Morrissey brings to Atria decades of executive experience as a business leader and growth architect, including significant C-suite and board governance expertise.
  • He served in a number of senior leadership roles across LPL Financial including Managing Director and Divisional President, Business Development.
  • Prior roles at LPL encompassed recruiting, practice management as well as wealth management and advisory platforms.
  • "The Atria team has built a special business that is leading the evolution of the independent wealth management space."

Steve Verney elected to Ohio National Board

Retrieved on: 
Monday, November 28, 2022
Constellation, National Association of Corporate Directors, Ohio National Life Insurance Company, Annuity, National Association, Property, Insurance, Life, Treasury, CDPQ, Small business, Corporate finance, Divisional buyout, SVP, Allstate, Risk management, EVP, Management

CINCINNATI, Nov. 28, 2022 (GLOBE NEWSWIRE) -- Constellation Insurance, Inc. (Constellation) is pleased to announce the election of Steven C. Verney, distinguished insurance and financial services veteran, to the Boards of Directors of certain subsidiary insurance companies, including The Ohio National Life Insurance Company, Ohio National Life Assurance Corporation and National Security Life and Annuity Co. (collectively, Ohio National).

Key Points: 
  • CINCINNATI, Nov. 28, 2022 (GLOBE NEWSWIRE) -- Constellation Insurance, Inc. (Constellation) is pleased to announce the election of Steven C. Verney, distinguished insurance and financial services veteran, to the Boards of Directors of certain subsidiary insurance companies, including The Ohio National Life Insurance Company, Ohio National Life Assurance Corporation and National Security Life and Annuity Co. (collectively, Ohio National).
  • Steve also currently serves on the Board of Directors of National Auto Care.
  • I look forward to working closely with the Ohio National Board and management in guiding these impressive companies through a pivotal time and helping them accomplish greater success in the future, commented Verney.
  • Constellation Insurance, Inc., (Constellation) is a leading insurance holding company serving consumers and small business owners in United States and Latin America through its insurance subsidiaries, which include The Ohio National Life Insurance Company, Ohio National Life Assurance Corporation, National Security Life and Annuity Company and certain other affiliated (re)insurance entities in Latin America and Cayman Islands.

Richard “Dick” Ferguson to Join Stifel Private Client Group Executive Team

Retrieved on: 
Thursday, October 6, 2022
LLC, NYSE, Nurse–client relationship, Eaton Partners, Divisional buyout, Miller Buckfire & Co., Company, Industry, Â, Broker-dealer, CEO, GLOBE, United Kingdom, SF, Private investigator, Financial adviser, Raymond James Morgan Keegan, Incorporated, Stifel

ST. LOUIS, Oct. 06, 2022 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that Richard Dick Ferguson will be joining Stifels Private Client Group Executive Management Team.

Key Points: 
  • ST. LOUIS, Oct. 06, 2022 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that Richard Dick Ferguson will be joining Stifels Private Client Group Executive Management Team.
  • Dick has nearly 35 years of investment industry experience, starting his career at Morgan Keegan in 1987 and rising to President of the Private Client Group.
  • I am excited to have Dick join Stifel, said Ron Kruszewski, Chairman and CEO of Stifel.
  • Joining Dick are Ed Ferguson, Managing Director/Investments and Branch Manager; and Karen Miley, CFP, Client Relationship Manager.

Ash Brokerage announces Brian Lauber to join as SVP of disability insurance

Retrieved on: 
Wednesday, August 10, 2022
Principal, Industry, Integrity, McAvoy, Standard, Income, DI, Review, Divisional buyout, Long-term care, VP, Region, Chfc, Disability insurance, Principal Financial Group, Insurance, Solution, CLU, Health insurance, Ash, Disability

FORT WAYNE, Ind., Aug. 10, 2022 /PRNewswire/ -- Ash Brokerage LLC ("Ash"), a leading distributor of life, long-term care, disability and retirement solutions, announced the addition of Brian Lauber, CLU, ChFC, as Senior Vice President of Disability Insurance.

Key Points: 
  • FORT WAYNE, Ind., Aug. 10, 2022 /PRNewswire/ -- Ash Brokerage LLC ("Ash"), a leading distributor of life, long-term care, disability and retirement solutions, announced the addition of Brian Lauber, CLU, ChFC, as Senior Vice President of Disability Insurance.
  • "As a leader in disability insurance, we're never satisfied with good enough," Grover said.
  • Following the conversations, Matt McAvoy, Partner and Divisional President of Ash, identified Brian as the right person to carry the torch.
  • As a brokerage general agency, Ash leverages relationships with more than 80 top-rated insurance carriers to answer the needs of financial professionals nationwide.

Lincoln Financial Group’s Michelle DeCarlo Recognized as 2022 Woman Worth Watching in STEM by Profiles in Diversity Journal

Retrieved on: 
Thursday, June 30, 2022
Banking, Technology, Manufacturing, Professional Services, Publishing, Communications, Other Science, Other Technology, Engineering, Science, Finance, Insurance, Science, Business, LinkedIn, Courage, Capital, Master of Business Administration, LNC, Mentorship, Business administration, Engineering, Dow Jones, Management, Marketing, Corporate Equality Index, Mischler Financial Group, Customer satisfaction, Lincoln National Corporation, Bloomberg, Mathematics, Digital, Woman, DeCarlo, Retirement, SVP, Bachelor of Business Administration, Technology, Improper integral, NYSE, Optimism, JPMorgan Chase, FTSE4Good Index, Agile, Solution, Instagram, Leadership, Twitter, DevOps, Diversity, Divisional buyout, Multimedia, Lincoln, STEM, Facebook

Lincoln Financial Group announced today that Michelle DeCarlo, senior vice president and divisional chief information officer of IT for the companys corporate functions, was named by Profiles in Diversity Journal to its 2022 Women Worth Watching in STEM list.

Key Points: 
  • Lincoln Financial Group announced today that Michelle DeCarlo, senior vice president and divisional chief information officer of IT for the companys corporate functions, was named by Profiles in Diversity Journal to its 2022 Women Worth Watching in STEM list.
  • Profiles in Diversity Journals annual Women Worth Watching in STEM issue celebrates the achievements and personalities of 104 women nominated by their colleagues, peers and mentors.
  • This is the ninth time in the past nine years that a Lincoln executive has been recognized by Profiles in Diversity Journal in various forms.
  • Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism.

Gasum Expands Trading Capabilities With Hansen

Retrieved on: 
Tuesday, May 17, 2022
Software, Technology, Energy, Oil, Gas, Software, Solution, Divisional buyout, HSN, FFR, ASX, Industry, Carbon, Partnership, Gasum, FCR, Energy and Utility Skills, Software as a service, Water, Renewable energy

As part of the agreement, Gasum, one of the largest energy market service providers in the Nordic region, will further extend its use of Hansen Trade to new trading solutions.

Key Points: 
  • As part of the agreement, Gasum, one of the largest energy market service providers in the Nordic region, will further extend its use of Hansen Trade to new trading solutions.
  • The agreement builds on the encouraging benefits accrued from intraday and day-ahead trading, as well as regulating power market operations, with Hansen Trade.
  • Jouni Liimatta, Head of Trading, Gasum Ltd, commented: With a successful relationship already in place with Hansen, it was an easy decision for us to further expand the existing scope to encompass new trading solutions.
  • Run as a cloud-based SaaS solution, Hansen Trade fully meets the flexibility and scalability demands of the evolving energy trading market.

TowerBrook Capital Partners Appoints Andy Kalbaugh to its Management Advisory Board

Retrieved on: 
Tuesday, April 26, 2022
Banking, Professional Services, Finance, History of the University of Maryland, College Park, LPL Financial, Bachelor of Arts in Organizational Psychology, TowerBrook Capital Partners, Economics, Leadership, ESG, Growth, B Lab, LPL, President's Management Advisory Board, Retirement, Industry, Certification, University, Acquisition, Divisional buyout, MSC, Financial services, Financial adviser, Management, Meanings of minor planet names: 3001–4000, Atlantic Ocean

TowerBrook Capital Partners L.P. (TowerBrook), an international investment management firm, today announced that Andy Kalbaugh has joined the firms Management Advisory Board.

Key Points: 
  • TowerBrook Capital Partners L.P. (TowerBrook), an international investment management firm, today announced that Andy Kalbaugh has joined the firms Management Advisory Board.
  • We are very fortunate to welcome Andy to TowerBrooks Management Advisory Board as we continue building on our efforts to seek attractive and differentiated opportunities in the wealth management space.
  • We are excited that he has joined our Management Advisory Board and look forward to working closely with him.
  • Mr. Kalbaugh added, I am thrilled to have joined TowerBrooks Management Advisory Board as I have long admired the firms focus on partnering with company management to develop and execute their corporate growth strategies.

SuperNet Welcomes John Pfisterer as CFO

Retrieved on: 
Wednesday, April 20, 2022
Harborside, Capital One, Friction, First National Bank of Omaha, Industry, American Express, Mastercard, Divisional buyout, CFO, Paya, Inc., Sale, Supernetwork, Payment card, Financial services

LAS VEGAS , April 20, 2022 /PRNewswire/ -- SuperNet, the only payment network that enables credit card payments for cannabis merchants and consumers, is bringing on John Pfisterer, former CFO at Paya and Divisional CFO at Capital One, as CFO.

Key Points: 
  • LAS VEGAS, April 20, 2022 /PRNewswire/ -- SuperNet, the only payment network that enables credit card payments for cannabis merchants and consumers, is bringing on John Pfisterer, former CFO at Paya and Divisional CFO at Capital One, as CFO.
  • Lastly, the company's mission - reducing the friction related to payments in the cannabis space - is something that I'm passionate about," said John Pfisterer, CFO of SuperNet, "I'm excited about joining SuperNet on this journey."
  • Pfisterer was CFO for Paya (and its predecessor Sage Payment Solutions) from 2013 to 2018 and helped lead the sale of the company to a private equity firm in 2017.
  • Most recently, Pfisterer was CFO for LA-based edtech company Edlio.