GLEN ALLEN

Peak Performance Coaching and Consulting LLC Launches Boutique Coaching Practice to Empower Leaders and Businesses

Retrieved on: 
Monday, March 18, 2024
Dream, Organization, Small business, Lead, Consultant, Growth, Management

Glen Allen, Virginia--(Newsfile Corp. - March 18, 2024) - Peak Performance Coaching and Consulting LLC announces the launch of its boutique coaching practice aimed at revolutionizing leadership development, career coaching, and small business consulting.

Key Points: 
  • Glen Allen, Virginia--(Newsfile Corp. - March 18, 2024) - Peak Performance Coaching and Consulting LLC announces the launch of its boutique coaching practice aimed at revolutionizing leadership development, career coaching, and small business consulting.
  • With Peak Performance Coaching and Consulting LLC, I aim to empower individuals and businesses to navigate these challenges with confidence and achieve their highest aspirations."
  • Peak Performance Coaching and Consulting LLC offers a range of services tailored to meet the unique needs of clients, including:
    Executive Peak Performance Coaching Program : Designed to help executives overcome their inner critic, lead with confidence, and achieve personal and organizational success.
  • For more information about Peak Performance Coaching and Consulting LLC and its services, please visit www.brianwhitecoaching.com and www.smallbiz.brianwhitecoaching.com .

Oyster Consulting Hires Dan Garrett, Digital and Business Strategy Leader

Retrieved on: 
Friday, March 1, 2024
Capital punishment, Strategic planning, Organization, Oyster

RICHMOND, Va., March 01, 2024 (GLOBE NEWSWIRE) -- Oyster Consulting announced today that Dan Garrett joined the firm as Managing Director within the Strategic Planning and Execution team.

Key Points: 
  • RICHMOND, Va., March 01, 2024 (GLOBE NEWSWIRE) -- Oyster Consulting announced today that Dan Garrett joined the firm as Managing Director within the Strategic Planning and Execution team.
  • Garrett’s extensive experience providing business and digital strategy to investment advisor firms, broker-dealers, fintech start-ups and clearing firms adds significant depth to Oyster’s respected bench of strategic and operations specialists.
  • Prior to working with Oyster, Garrett held CEO, COO, and Technology Officer positions within the financial industry.
  • Garrett’s expertise includes providing C-Suite strategy advisement, spearheading digital transformations, optimizing operations, navigating complex business transitions, and building software development teams and proprietary applications.

SRA Enhances Watchtower with an Integrated Risk and Control Self-Assessment (RCSA) Module

Retrieved on: 
Tuesday, February 27, 2024
ERM, PRA, Risk management, Growth, Risk, Software as a service, Control self-assessment, Control, Enterprise risk management, SRA, RCSA, Longevity, RMF

Richmond, VA, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Strategic Risk Associates (SRA), a leading SaaS provider of innovative risk management solutions, announced today the launch of a Risk and Control Self-Assessment (RCSA) module within Watchtower, The Holistic Risk Intelligence PlatformTM.

Key Points: 
  • Richmond, VA, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Strategic Risk Associates (SRA), a leading SaaS provider of innovative risk management solutions, announced today the launch of a Risk and Control Self-Assessment (RCSA) module within Watchtower, The Holistic Risk Intelligence PlatformTM.
  • The new RCSA module empowers financial institutions with the ability to complete comprehensive risk evaluations through an integrated platform.
  • Watchtower’s risk intelligence suite includes Enterprise Risk Management (ERM), Program Risk Assessment (PRA), Risk Maturity Framework (RMF), FinTech Risk Assessment, and now Risk and Control Self-Assessment (RCSA), offering financial institutions a holistic solution to manage risk.
  • We integrated our RCSA into Watchtower, yielding a truly holistic view of risk.”
    As financial institutions and corporate risk management departments strive to adapt to evolving regulatory requirements and market dynamics, the Watchtower Risk and Control Self-Assessment (RCSA) module serves as a strategic asset for enhancing risk management practices and driving sustainable growth.

Oyster Consulting Hires Steve Hubbard, Former Wells Fargo Advisors Client Reporting Director

Retrieved on: 
Wednesday, February 21, 2024
Wells Fargo Advisors, Capital punishment, WFA, Oyster

RICHMOND, Va., Feb. 21, 2024 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that Steve Hubbard has joined the firm.

Key Points: 
  • RICHMOND, Va., Feb. 21, 2024 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that Steve Hubbard has joined the firm.
  • Prior to working with Oyster, Hubbard most recently served as Director of Client Reporting for Wells Fargo Advisors (WFA), where he was responsible for the strategy and development of in-house client reporting systems, as well as for vendor-provided performance reporting systems utilized in a multi-channel national brokerage firm.
  • “We are very excited that Steve has joined Oyster,” said Pete Bowman , Managing Director of Oyster’s Strategic Planning and Execution team.
  • With this strategic addition to its team of industry experts, Oyster Consulting reinforces its commitment to providing unparalleled financial services consulting.

ENDI Corp. Announces Planned SEC Deregistration and Transfer of Trading to OTC Pink Market

Retrieved on: 
Friday, January 12, 2024
OTC Markets Group, Form, OTCQB, Annual report, Security (finance)

The filing of the Form 15 will immediately suspend ENDI’s obligation to file current and periodic reports pursuant to the Exchange Act, and effective 90-days thereafter, is expected to terminate the registration of the Company’s Class A common stock under Section 12(g) of the Exchange Act.

Key Points: 
  • The filing of the Form 15 will immediately suspend ENDI’s obligation to file current and periodic reports pursuant to the Exchange Act, and effective 90-days thereafter, is expected to terminate the registration of the Company’s Class A common stock under Section 12(g) of the Exchange Act.
  • The Company still intends to file a Form 10-K annual report for its fiscal year ended December 31, 2023 in accordance with SEC requirements.
  • The Company anticipates that as a result of deregistration, trading in the Company’s Class A common stock will transfer from the OTCQB (venture market) to the OTC Pink market (“OTC Pink”) under its current trading symbol “ENDI.” The Company currently intends to continue to provide information to its stockholders and to take such actions within its control to enable its Class A common stock to be quoted on the OTC Pink, so that a trading market may continue to exist for its Class A common stock.
  • There is no guarantee, however, that a broker will continue to make a market in the Class A common stock and that trading of the Class A common stock will continue on the OTC Pink or otherwise.

Oyster Consulting Hires Olga Rip

Retrieved on: 
Tuesday, October 31, 2023
BB, CFO, Treasurer, Financial adviser, Oyster

RICHMOND, Va., Oct. 31, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting announced today that Olga Rip joined its consulting team to support the firm’s FinOp services.

Key Points: 
  • RICHMOND, Va., Oct. 31, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting announced today that Olga Rip joined its consulting team to support the firm’s FinOp services.
  • Rip expands Oyster Consulting’s ability to provide industry experts who have the practical FinOp experience and licenses necessary to successfully navigate the regulatory nuances and interpretations broker-dealers face.
  • “I’m excited to have Olga join our financial consulting team.
  • Prior to joining Oyster, Rip served as FinOp, CFO and Treasurer for Truist Investment Services, Inc. & Truist Advisory Services, Inc., and as FinOp for BB&T Securities, LLC.

Oyster Consulting Celebrates 15 Years of Excellence Serving Wealth Management Firms

Retrieved on: 
Tuesday, October 17, 2023
Registered investment adviser, Trust, Growth, Consultant, Eye, Oyster, Management

From its inception, Oyster Consulting carved a niche in the financial services industry by offering a unique approach.

Key Points: 
  • From its inception, Oyster Consulting carved a niche in the financial services industry by offering a unique approach.
  • Over the past 15 years, Oyster Consulting has demonstrated impressive growth, expanding its client base and services portfolio .
  • "Reaching this milestone of 15 years in business is a remarkable achievement for Oyster Consulting," said Buddy Doyle , Founder and CEO.
  • Oyster Consulting's 15-year journey has been marked by:
    Industry Leadership: Oyster has established itself as a leader in the wealth management consulting space, providing thought leadership, regulatory insights, and innovative solutions.

Oyster Consulting Hires Stephen Kuhs, Former Truist Operations Managing Director

Retrieved on: 
Friday, September 15, 2023
Assistant, Capital punishment, Wachovia Securities, FINRA, Oyster, Sales

RICHMOND, Va., Sept. 15, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that Stephen Kuhs has joined the firm’s Strategic Planning and Execution team.

Key Points: 
  • RICHMOND, Va., Sept. 15, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that Stephen Kuhs has joined the firm’s Strategic Planning and Execution team.
  • Prior to working with Oyster, Kuhs led Operations divisions for major financial institutions, with a focus on clearing relationships and conversions, FINRA CAT/CAIS compliance and processing, and streamlining operations processes.
  • Kuhs served as Managing Director, Operations Division Manager for Truist Investment Services.
  • Oyster Consulting has built a solid reputation partnering with clients as they adapt to the many challenges faced, and I’m honored to be a part of the solution.”

Oyster Consulting Hires John Ivan, Former Raymond James, Merrill Lynch Compliance Exec

Retrieved on: 
Thursday, August 17, 2023
Frankfurt Investment Arbitration Moot Court, Risk, General counsel, Michigan Office of Retirement Services, BofA Securities, CCO, Goldman Sachs, Bank, First Union, Retirement, Penn Mutual, Oyster, Audit, Financial adviser

RICHMOND, Va., Aug. 17, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that John Ivan has joined the firm’s Governance, Risk and Compliance team.

Key Points: 
  • RICHMOND, Va., Aug. 17, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting, outsourcing and software services, announced today that John Ivan has joined the firm’s Governance, Risk and Compliance team.
  • Ivan’s experience in restructuring and enhancing Compliance departments to align with strategic business changes and regulatory responses adds strategic depth to Oyster Consulting’s expert resources.
  • Prior to that, he was Managing Director at Bank of America Merrill Lynch, heading Compliance for its Global Wealth and Retirement Services products and services business.
  • “I’m very excited to join Oyster Consulting,” said Ivan, “and the talented professionals who are dedicated to their clients’ regulatory compliance.

Peter Sheehan Joins Oyster Consulting’s Business Development Team

Retrieved on: 
Wednesday, May 31, 2023
RIA, Business development, ROI, Senior, Sheehan, Oyster, Financial adviser

RICHMOND, Va., May 31, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting , outsourcing and software services to wealth management firms, announced today that Peter Sheehan has joined the firm’s Business Development team.

Key Points: 
  • RICHMOND, Va., May 31, 2023 (GLOBE NEWSWIRE) -- Oyster Consulting , a financial services consulting firm providing consulting , outsourcing and software services to wealth management firms, announced today that Peter Sheehan has joined the firm’s Business Development team.
  • Prior to joining Oyster, Sheehan served as Senior Vice President, Business Development Officer at First Clearing, where he was responsible for external asset growth through adding new broker-dealer and RIA firms.
  • Sheehan also served as Vice President, Pershing, where he worked in business development and relationship management roles after Pershing acquired the correspondent clearing broker-dealer business of DB Alex.
  • “I am pleased and excited that Peter Sheehan has decided to join our team,” said David Williams, Head of Oyster Consulting’s Business Development team.