MCCONNELL

Ategenos Capital Launches the Ategenos Wealth Platform to Support RIAs

Retrieved on: 
Wednesday, May 8, 2024
ETF, RIAS, Assistant Secretary for Health, FNZ, Spinal muscular atrophies, Fidelity, UMA, Data aggregation, Culture, Trust, TAMP, Growth, Financial adviser

BERWYN, Pa., May 8, 2024 /PRNewswire-PRWeb/ -- Ategenos Capital ("Ategenos"), an employee-owned firm built to partner with financial institutions to deliver investment advisory solutions and concierge-level advisor service, today announced the launch of the Ategenos Wealth Platform built to provide a holistic, open architecture wealth management platform for RIAs, family offices, and other financial institutions.

Key Points: 
  • The Ategenos Wealth Platform is built to meet the needs of RIAs, family offices, and other financial institutions with a holistic wealth management technology and investment platform combined with unmatched advisor service and support.
  • BERWYN, Pa., May 8, 2024 /PRNewswire-PRWeb/ -- Ategenos Capital ("Ategenos"), an employee-owned firm built to partner with financial institutions to deliver investment advisory solutions and concierge-level advisor service, today announced the launch of the Ategenos Wealth Platform built to provide a holistic, open architecture wealth management platform for RIAs, family offices, and other financial institutions.
  • The Ategenos Wealth Platform is a wealth management and technology platform (TAMP) designed to support advisors in four key areas to promote scale and growth: (1) technology, (2) operational and support services, (3) investment solutions, and (4) integrated wealth management solutions.
  • The Ategenos Wealth Platform allows RIAs to leverage a multi-custody platform with Fidelity and Schwab as current options, and plans are in place to offer FNZ.

MicroStrategy World 2024 to Feature Keynotes from Leaders at AWS, Bayer Pharmaceuticals, Microsoft, the U.S. Dept. of State, and Vuori

Retrieved on: 
Tuesday, April 23, 2024
Technology, Payments, Finance, Fintech, Other Technology, Professional Services, Software, Blockchain, Data Management, Artificial Intelligence, Bitcoin, Organization, MassMutual, CMO, EVP, MicroStrategy, AI, Fannie Mae, Intelligence, Microsoft, Wuori, NBCUniversal, AWS

The conference will feature hands-on workshops with MicroStrategy experts where attendees can build AI-powered analytics.

Key Points: 
  • The conference will feature hands-on workshops with MicroStrategy experts where attendees can build AI-powered analytics.
  • “MicroStrategy World 2024 is the place where enterprises can see and try AI-powered intelligence solutions in action.
  • Bitcoin for Corporations is a unique opportunity for corporate leaders, financial executives, and technology innovators to discuss the future of Bitcoin in the corporate world.
  • To learn more about the future of data and analytics in the age of AI, register for MicroStrategy World 2024 by visiting https://www.microstrategy.com/world-2024/register .

Intradiem Names Jennifer Lee Co-CEO

Retrieved on: 
Tuesday, April 16, 2024
Electronic Design Automation, Professional Services, Technology, Telecommunications, Human Resources, Software, Artificial Intelligence, Intelligence, WFM, Customer success, MCI, Gateway, Direct Energy, Learning, AI

Intradiem, the leading provider of contact center automation solutions for customer service teams, recently announced that Jennifer Lee has been named to the position of President and Co-CEO, which she will serve alongside Founder and Co-CEO Matt McConnell.

Key Points: 
  • Intradiem, the leading provider of contact center automation solutions for customer service teams, recently announced that Jennifer Lee has been named to the position of President and Co-CEO, which she will serve alongside Founder and Co-CEO Matt McConnell.
  • Lee joined Intradiem in 2015 and has held several key roles at the company, including heading the Customer Success and Strategy teams and most recently as the President and Chief Operating Officer since 2021.
  • Lee is a true veteran of the industry, having held almost every job in customer service over the past 28 years.
  • Before Intradiem, she started in outbound sales for MCI and took customer service and tech support calls for Gateway computers.

What To Do if You've Been Charged With Tax Evasion | White Collar Crimes Attorney, Wichita

Retrieved on: 
Monday, April 22, 2024
Multimedia, Tax, Certified Public Accountant, Lawyer, Cryptocurrency

Before we delve into the specifics of tax evasion charges, it's important to understand the difference between tax evasion and tax avoidance.

Key Points: 
  • Before we delve into the specifics of tax evasion charges, it's important to understand the difference between tax evasion and tax avoidance.
  • So, what exactly is tax evasion, and how is it different from tax avoidance?
  • Tax Evasion: Tax evasion involves deliberately underreporting income, overstating deductions, or concealing assets to reduce tax liability illegally.
  • If you've been charged with tax evasion, immediately consult with an experienced criminal defense attorney specializing in tax law.

Isabel Schnabel: The future of inflation (forecast) targeting

Retrieved on: 
Thursday, April 18, 2024
Reproduction, Exercise, Finance, Journal of Economic Perspectives, Calibration, Frankfurt, Empirical evidence, American Economic Association, Great Moderation, Interest, Inflation, Norges Bank, Policy, Bank, The Economic Journal, Speech, Employment, ECB, Risk, University of Chicago Press, Communication, Sveriges Riksbank, Debate, OECD, European Economic Review, Watcher, Economic Policy (journal), Goethe University Frankfurt, Federal Reserve Bank, Depression, Christian Social Union (UK), Climate change, Projection, IPhone, Intelligence, Agriculture, Bias, Journal, Research, Disinflation, Harvard Business School, University, Food, Business cycle, Bank of England, European Central Bank, The, American Economic Journal, Uncertainty, Attention, Finance Secretary (India), Conference, Forecasting, Growth, Rotation, Environment, Reserve Bank, Federal, COVID-19, Washington, D.C., Metal, HICP, Federal Reserve, Working paper, American Economic Review, Cryptocurrency

Stock market development and familiarity (language and distance) are considered key determinants for home bias.

Key Points: 
  • Stock market development and familiarity (language and distance) are considered key determinants for home bias.
  • The literature neglects however that investors often invest in foreign funds domiciled in financial centers.

Toku Appoints Former Google Head of Cardiovascular Health as Chief Health Officer

Retrieved on: 
Tuesday, April 2, 2024
Health, Technology, Optical, Health Technology, Artificial Intelligence, Associate, Stanford University, Eye, American Heart, Multimedia, Research, Pharmaceutical industry

Toku is delighted to announce the appointment of Professor Michael V. McConnell, MD, MSEE to the role of Chief Health Officer.

Key Points: 
  • Toku is delighted to announce the appointment of Professor Michael V. McConnell, MD, MSEE to the role of Chief Health Officer.
  • Professor McConnell’s former roles include Director of Advanced Cardiovascular Imaging and Preventive Cardiology at Stanford University and Head of Cardiovascular Health Innovations at Google.
  • He is also a founding member of the American Heart Association’s Health Tech Advisory Group and author of Fight Heart Disease Like Cancer.
  • Mike combines clinical and research expertise, successful business experience, and a passion to have a global impact.

Intradiem’s Executive Conference Uncovers Three Themes: AI, Automation and Customer Experience

Retrieved on: 
Tuesday, March 19, 2024
Software, Banking, Supply Chain Management, Other Retail, Professional Services, Technology, Artificial Intelligence, Retail, Data Analytics, Human Resources, Finance, Other Technology, Insurance, Automation, Risk, Telecommunications, Organization, AI, Forefront, Customer service

Intradiem CEO Matt McConnell opened the session by highlighting the importance of using technology in the service of people.

Key Points: 
  • Intradiem CEO Matt McConnell opened the session by highlighting the importance of using technology in the service of people.
  • “A business’s reputation is on the line with each customer service interaction, so effective support for frontline agents is critical,” said McConnell.
  • O’Neill described how organizations are using AI to create more meaningful connections with their customers and employees.
  • This use of technology is paving the way for a more engaged and supportive workplace culture, which contributes to increased customer satisfaction and loyalty.

CHICAGO RIVER SWIM TO MAKE HISTORY AS FIRST OPEN WATER EVENT IN NEARLY 100 YEARS

Retrieved on: 
Wednesday, April 3, 2024
Clark Street Bridge, Dearborn Street, Metropolitan, ALS, Safety, Research, Northwestern University, Water quality, Chicago River, Feinberg School of Medicine, State Street

CHICAGO, April 3, 2024 /PRNewswire/ -- The inaugural Chicago River Swim marks a historic revival of open water swimming in downtown Chicago, celebrating the river's transformation and supporting ALS research.

Key Points: 
  • CHICAGO, April 3, 2024 /PRNewswire/ -- The inaugural Chicago River Swim marks a historic revival of open water swimming in downtown Chicago, celebrating the river's transformation and supporting ALS research.
  • We are committed to conducting a safe event, backed by the latest in water quality technology and a thorough safety plan."
  • Chicago River Swim will use this combined data to determine if the water meets regulatory standards for human contact.
  • Proceeds from the Chicago River Swim will also support local learn-to-swim programs for at-risk youth.

Conecuh Brands Announces Expansion of Sales Leadership Team

Retrieved on: 
Tuesday, March 19, 2024
Van Gogh Vodka, Sazerac, National accounts, SVP, Acquisition, Growth, Mobile phone

NEW YORK, March 19, 2024 /PRNewswire-PRWeb/ -- Conecuh Brands LLC, a leading producer and marketer of super premium spirits, is proud to announce the addition of two new members to its sales leadership team. Pam Loch joins Conecuh Brands as Vice President National Accounts, On-Premise, and Bill Nolan assumes the role of Vice President of National Accounts, Off-Premise.

Key Points: 
  • NEW YORK, March 19, 2024 /PRNewswire-PRWeb/ -- Conecuh Brands LLC , a leading producer and marketer of super premium spirits, is proud to announce the addition of two new members to its sales leadership team.
  • Pam Loch joins Conecuh Brands as Vice President National Accounts, On-Premise, and Bill Nolan assumes the role of Vice President of National Accounts, Off-Premise.
  • Having held sales leadership positions in both start-up and large drinks companies, including most recently at Sazerac, Bill Nolan brings a track record of success driving sales and building brands within competitive markets.
  • Since its inception in 2014, Conecuh Brands has become an incubator of super-premium spirit brands.

Vishay Intertechnology Appoints David McConnell Chief Financial Officer

Retrieved on: 
Tuesday, February 27, 2024
CFO, PwC, Certified Public Accountant, Senior, Risk management, Growth, P&L, VSH, Ernst & Young, Executive, LLP, Finance, Certified Treasury Professional, Management

MALVERN, Pa., Feb. 27, 2024 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today announced that its Board of Directors has appointed David McConnell, Senior Vice President -Corporate Treasurer and Risk Management, to the role of Executive Vice President - Chief Financial Officer, replacing Lori Lipcaman who is resigning from that position.

Key Points: 
  • MALVERN, Pa., Feb. 27, 2024 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today announced that its Board of Directors has appointed David McConnell, Senior Vice President -Corporate Treasurer and Risk Management, to the role of Executive Vice President - Chief Financial Officer, replacing Lori Lipcaman who is resigning from that position.
  • In addition, David Tomlinson, Senior Vice President - Corporate Controller, has been promoted by the Board to the newly created role of Senior Vice President - Chief Accounting Officer reporting to Mr. McConnell.
  • The new positions of Mr. McConnell and Mr. Tomlinson will take effect on March 1, 2024.
  • Prior to joining Vishay in 1992, Mr. McConnell worked at Ernst & Young LLP serving large, multi-national clients in various industries.