Seniority (financial)

Nuwellis Announces Board of Directors Transition

Retrieved on: 
Wednesday, November 1, 2023

“With decades of experience and leadership in their respective fields, we welcome Dave and Archelle to our board.

Key Points: 
  • “With decades of experience and leadership in their respective fields, we welcome Dave and Archelle to our board.
  • Dave’s significant experience in finance and strategy will provide key insights to our board as we advance our growth and expansion initiatives.
  • In turn, our board will benefit from perspectives gained from Archelle’s healthcare policy, clinical, and patient education experience in bringing medical decisions closer to patients and caregivers,” said Nestor Jaramillo Jr, President and CEO of Nuwellis.
  • In addition, Nuwellis announced that Jon Salveson is stepping down from the Board after 10 years of outstanding service.

Pointwealth Capital Management Continues Strategic Expansion with the Appointment of Edward Suero

Retrieved on: 
Monday, July 17, 2023

ENCINO, Calif., July 17, 2023 /PRNewswire/ -- Pointwealth Capital Management, a boutique wealth management team focused on creating customized investment portfolios for each client's unique situation, today announced the appointment of Edward Suero as a financial advisor. Mr. Suero will work closely with Pointwealth President Sandra Cho to expand its client base and address the demand for the firm's services among emerging high-net-worth and high earning not yet rich (HENRY) clients.

Key Points: 
  • ENCINO, Calif., July 17, 2023 /PRNewswire/ -- Pointwealth Capital Management, a boutique wealth management team focused on creating customized investment portfolios for each client's unique situation, today announced the appointment of Edward Suero as a financial advisor.
  • Mr. Suero has been in the banking and financial services field since 2004.
  • "I'm thrilled to join Sandra and the entire Pointwealth team as we write a new chapter," said Mr. Suero.
  • In addition to general investment management, he also specializes in cash management, alternative income generating investments, and tax efficient strategies.

CSW Industrials Names Alexa Huerta as Vice President of Investor Relations and Treasurer

Retrieved on: 
Tuesday, May 23, 2023

DALLAS, May 23, 2023 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI) today announced it has named Alexa Huerta as Vice President, Investor Relations and Treasurer.

Key Points: 
  • DALLAS, May 23, 2023 (GLOBE NEWSWIRE) -- CSW Industrials, Inc. (Nasdaq: CSWI) today announced it has named Alexa Huerta as Vice President, Investor Relations and Treasurer.
  • James Perry, CSWI’s Chief Financial Officer, commented, “We are pleased to welcome Alexa to the CSWI team.
  • Prior to this, she was a Senior Manager of Finance at Match.com and a Senior Financial Planning Analyst at FedEx.
  • Ms. Huerta holds a Bachelor of Business Administration with a minor in Mechanical Engineering from the University of Texas at Arlington.

Getzler Henrich & Associates Expands its Automotive Industry Practice with the Addition of Jonathan Vukanovich as Director

Retrieved on: 
Thursday, April 13, 2023

DETROIT, April 13, 2023 /PRNewswire/ -- Jonathan Vukanovich, CPA, has been named a Director of the Automotive Industry Practice of Getzler Henrich & Associates LLC ( getzlerhenrich.com ), one of the nation's oldest and most respected middle-market corporate restructurings and operations improvement firms.

Key Points: 
  • DETROIT, April 13, 2023 /PRNewswire/ -- Jonathan Vukanovich, CPA, has been named a Director of the Automotive Industry Practice of Getzler Henrich & Associates LLC ( getzlerhenrich.com ), one of the nation's oldest and most respected middle-market corporate restructurings and operations improvement firms.
  • Mr. Vukanovich will be based in Detroit, Michigan and brings 17 years of experience in finance and restructuring to Getzler Henrich.
  • "We are pleased to welcome Jonathan Vukanovich," said Joel Getzler, Co-chair at Getzler Henrich & Associates.
  • "Jonathan is a tremendous addition to our team in Detroit," added Kevin A. Krakora, Managing Director and Automotive Practice Leader at Getzler Henrich & Associates.

Tim Weldon Unveils the Weldon Wealth Builder System to Prepare for Retirement - 12 Week Program

Retrieved on: 
Wednesday, December 14, 2022

Edmonton, Alberta--(Newsfile Corp. - December 13, 2022) - Tim Weldon, Edmonton, Alberta-based Insurance Agent is unveiling a new Weldon Wealth Builder System.

Key Points: 
  • Edmonton, Alberta--(Newsfile Corp. - December 13, 2022) - Tim Weldon, Edmonton, Alberta-based Insurance Agent is unveiling a new Weldon Wealth Builder System.
  • The program is specifically designed to help people in debt, financially stressed, heavily taxed or overly exposed with a 12-week course.
  • "Getting your finances prepared for retirement, even if you're in a great financial position, can be incredibly stressful," Tim Weldon said.
  • The Weldon Wealth Builder System has a four-pillar approach to retirement.

Crash Proof Retirement® Hosts Annual Client Appreciation Holiday Party

Retrieved on: 
Thursday, December 15, 2022

KING OF PRUSSIA, Pa., Dec. 15, 2022 /PRNewswire-PRWeb/ -- Crash Proof Retirement® Founder Phil Cannella and CEO Joann Small hosted their 14th Annual Client and Staff Appreciation Night at the prestigious Springfield Country Club, in Springfield, PA, on December 3, 2022. The elegant black-tie event was accompanied by the soothing melody of a symphonic 10-piece orchestra, a sentimental playlist from classic crooners as performed by Phil's nephew Pete Cannella, the authentic sounds of Philadelphia from the ten-member cover band Philly Heart and Soul, with a special guest musical performance from the Jersey Boys.

Key Points: 
  • Crash Proof Retirement consumers and staff were treated to a festive formal holiday party to celebrate a year full of accomplishment.
  • KING OF PRUSSIA, Pa., Dec. 15, 2022 /PRNewswire-PRWeb/ -- Crash Proof Retirement Founder Phil Cannella and CEO Joann Small hosted their 14th Annual Client and Staff Appreciation Night at the prestigious Springfield Country Club, in Springfield, PA, on December 3, 2022.
  • Crash Proof Consumers Gary and Francine Sanford, who were spotted frequently on the dance floor, wrote to Crash Proof Retirement to express their happiness with the event.
  • Crash Proof Consumers Steve and Kathy DiGiorgio also gave thanks to Crash Proof Retirement, writing to Phil and Joann to describe how much they enjoyed the holiday festivities.

Arctium Crypto Club brings together top-notch Blockchain experts to discuss Web3

Retrieved on: 
Tuesday, August 9, 2022

The conference was successful in bringing together a mix of professionals who were keen to explore and research on the possibilities in Web3.

Key Points: 
  • The conference was successful in bringing together a mix of professionals who were keen to explore and research on the possibilities in Web3.
  • Arctium Crypto Club exemplifies this dedication to transparency and envisions Web3 as a way to link industry specialists from different fields.
  • Receive a notification on Arctium Crypto Clubs upcoming event, join their Telegram group: https://t.me/ArctiumCryptoClubEvents
    Arctium Crypto Club is about bringing together Blockchain and Cryptocurrency enthusiasts, and connecting with some of the best and brightest in the industry.
  • The club welcome members to join in these fascinating monthly discussions and get exposed to an exclusive network.

Equifax Names Trevor Burns As Senior Vice President of Corporate Investor Relations

Retrieved on: 
Monday, April 18, 2022

ATLANTA, April 18, 2022 /PRNewswire/ -- Equifax (NYSE: EFX) has appointed Trevor Burns as Senior Vice President of Corporate Investor Relations.

Key Points: 
  • ATLANTA, April 18, 2022 /PRNewswire/ -- Equifax (NYSE: EFX) has appointed Trevor Burns as Senior Vice President of Corporate Investor Relations.
  • With this announcement, Burns is returning to the role that he held prior to his position of Senior Financial Officer for Equifax Global Consumer Solutions.
  • He will serve as an extended member of the Equifax Senior Leadership Team, reporting to John Gamble, Equifax Corporate Vice President and Chief Financial Officer.
  • Trevor brings a deep understanding of our business and over 15 years of experience in Equifax finance and investor relations to this role.