National Board of Accountants and Auditors

Sasha Day Named President and CEO of Aramark Destinations: Bruce Fears Retires After 40 Years of Service & Stewardship

Retrieved on: 
Thursday, October 12, 2023

Sasha Day has been named President and CEO of ARAMARK Destinations, effective immediately, it was announced today by Marc Bruno, Aramark COO, US Food & Facilities.

Key Points: 
  • Sasha Day has been named President and CEO of ARAMARK Destinations, effective immediately, it was announced today by Marc Bruno, Aramark COO, US Food & Facilities.
  • Bruce Fears, who first joined Aramark in 1974, and most recently served as President and CEO of Aramark Destinations, has announced his retirement, effective in December.
  • View the full release here: https://www.businesswire.com/news/home/20231012480635/en/
    Sasha Day has been named President and CEO of ARAMARK Destinations, effective immediately.
  • After 40 stellar years of service to Aramark, and as a lifelong steward of this country’s most magnificent sites, Bruce Fears will be retiring on December 1.

Parcion Private Wealth Welcomes Tim Bond as Director of Investment Operations and Portfolio Management and Stacee Kratovil as Senior Family Advisor

Retrieved on: 
Tuesday, September 6, 2022

Parcion Private Wealth , a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, recently welcomed Tim Bond as director of investment operations and portfolio management and Stacee Kratovil as a senior family advisor.

Key Points: 
  • Parcion Private Wealth , a Seattle-area wealth management firm focused on helping business owners and entrepreneurs optimize wealth events, recently welcomed Tim Bond as director of investment operations and portfolio management and Stacee Kratovil as a senior family advisor.
  • In his role, Bond will handle day-to-day portfolio management, overseeing investment and trading strategies for the firms clients.
  • Most recently, he was a private investment analyst and portfolio manager at Winthrop Capital Management.
  • Stacee Kratovil joins Parcion as a senior family advisor, bringing more than 10 years of experience working within the multi-family office and private wealth sectors to the firm.

Mesirow Attracts Top Industry Talent to Enhance its Capital Markets Capabilities

Retrieved on: 
Tuesday, June 28, 2022

Elizabeth joins Mesirow from Hilltop Securities where she served as the Managing Director of underwriting and debt capital markets.

Key Points: 
  • Elizabeth joins Mesirow from Hilltop Securities where she served as the Managing Director of underwriting and debt capital markets.
  • Mesirow also announced it hired Blake Oslan to enhance its distribution capabilities as a salesman in the municipal department.
  • Mesirow Public Finance provides innovative debt financing solutions to a diverse set of public clients as they fund important capital and infrastructure projects.
  • With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture.

Pinnacle West Adds Former Head of Arizona Hispanic Chamber of Commerce to Its Board of Directors

Retrieved on: 
Friday, February 25, 2022

For nearly a decade, de la Melena served Arizona communities as President and CEO of the Arizona Hispanic Chamber of Commerce, where he helped Latino-owned businesses find access to capital and resources to help them grow and prosper.

Key Points: 
  • For nearly a decade, de la Melena served Arizona communities as President and CEO of the Arizona Hispanic Chamber of Commerce, where he helped Latino-owned businesses find access to capital and resources to help them grow and prosper.
  • He also was Operator of the Minority Business Development Agency (MBDA), the regions leading advocate representing more than 200,000-plus minority business enterprises.
  • His relationships with Arizona business and Hispanic communities are important qualities that are valued by me and our entire board.
  • Through its principal subsidiary, Arizona Public Service , the company provides retail electricity service to more than 1.3 million Arizona homes and businesses.

Dr. Linda Y. Leitz, CFP®, EA, Receives 2021 'Bert Whitehead Visionary Award'

Retrieved on: 
Tuesday, November 16, 2021

"Linda is one of those people of substance who makes ACP an important community in the wider financial world.

Key Points: 
  • "Linda is one of those people of substance who makes ACP an important community in the wider financial world.
  • ACP Board President, Tim Sullivan, CFP, EA, presented the award to Leitz at the event in Atlanta.
  • They found Cambridge Advisors, founded by Bert Whitehead, the predecessor organization to what we know today as ACP.
  • "Fast forward to the present and Linda is successfully running her firm, Peace of Mind Financial Planning in Colorado Springs.

Louis Barajas is Appointed President of MGO Private Wealth

Retrieved on: 
Tuesday, October 12, 2021

LOS ANGELES, Oct. 12, 2021 /PRNewswire-PRWeb/ -- MGO Private Wealth is pleased to announce the promotion of Louis Barajas , current Chief Strategy Officer at MGO Private Wealth, to President of MGO Private Wealth.

Key Points: 
  • LOS ANGELES, Oct. 12, 2021 /PRNewswire-PRWeb/ -- MGO Private Wealth is pleased to announce the promotion of Louis Barajas , current Chief Strategy Officer at MGO Private Wealth, to President of MGO Private Wealth.
  • "His compassion and ambition will lead MGO Private Wealth into the future of wealth management, which is increasingly diverse in terms of the people we serve and the solutions they require."
  • MGO Private Wealth takes a different approach, providing tailored services to those who have established their legacy and those who are just beginning their journey of wealth creation," Louis said.
  • MGO Private Wealth provides comprehensive wealth management services to help clients plan, grow and protect their financial legacy.

Fulton Financial Corporation Names Anthony L. Cossetti as EVP, Chief Accounting Officer and Controller

Retrieved on: 
Wednesday, September 22, 2021

Fulton Financial Corporation (NASDAQ: FULT) announced today that industry veteran Anthony L. Cossetti has joined the company as Executive Vice President, Chief Accounting Officer and Controller.

Key Points: 
  • Fulton Financial Corporation (NASDAQ: FULT) announced today that industry veteran Anthony L. Cossetti has joined the company as Executive Vice President, Chief Accounting Officer and Controller.
  • Cossetti has more than 27 years of financial and accounting experience, including more than 18 years of experience in the banking industry.
  • Cossetti assumes the Chief Accounting Officer and Principal Accounting Officer role from Mark R. McCollom, who had been serving on an interim basis.
  • Fulton Financial Corporation, a $26 billion Lancaster, Pa.-based financial holding company, has approximately 3,300 employees and operates more than 200 financial centers in Pennsylvania, Maryland, Delaware, New Jersey and Virginia through Fulton Bank, N.A.