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Gen II Fund Services Expands Digital Solutions and Internal Operations Leadership Teams

Retrieved on:

星期二, 三月 5, 2024

Investment, LP, Digital Solutions, FP, Gen, Marketing, Health, Growth, CPG, Sale, Treasury, Lead, EFront, Software as a service, CRM, Kwang, Finance, Biotechnology, Head, Cryptocurrency

“We are thrilled to welcome Ben Mazza to our team to take our digital innovation to new heights,” said Robert Caporale, President, Strategic & Digital Solutions at Gen II Fund Services.

Key Points:

“We are thrilled to welcome Ben Mazza to our team to take our digital innovation to new heights,” said Robert Caporale, President, Strategic & Digital Solutions at Gen II Fund Services.
Kwang brings more than 20 years of strategic financial planning and analysis experience to his new role at Gen II.
Along with Kwang’s proven ability to build and lead FP&A functions will further strengthen our capabilities,” said Marlene Pelage, Chief Financial Officer at Gen II Fund Services.
“We are excited to welcome both to Gen II, and we look forward to leveraging their talents to drive our continued success.”

Spruce Point Capital Management Announces Investment Opinion: Releases Report and Strong Sell Research Opinion on MSCI Inc. (NYSE: MSCI)

Retrieved on:

星期三, 一月 17, 2024

MSCI, founded as Morgan Stanley Capital International, is a provider of decision support tools and solutions for the global investment community.

Key Points:

MSCI, founded as Morgan Stanley Capital International, is a provider of decision support tools and solutions for the global investment community.
In addition, MSCI also faces additional strain from its clients – such as BlackRock – that are under pressures of their own.
Higher rates have caused total assets of AUM benchmarked to MSCI indices to decline almost double digits since 2021.
For example, Spruce Point observes that MSCI recently experienced year-over-year declines in its organic sales growth, Adjusted EBITDA margin and client Retention Rate metrics.

JOSH WARREN NAMED CHIEF FINANCIAL OFFICER OF ENVESTNET INC.

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星期一, 九月 25, 2023

BERWYN, Pa., Sept. 25, 2023 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of Business Strategy for iShares and Index Investments for BlackRock. Warren will succeed Peter H. D'Arrigo who served as Chief Financial Officer since 2008.

Key Points:

Warren will succeed Peter H. D'Arrigo who served as Chief Financial Officer since 2008.
Warren will initially serve as a senior advisor to the Company's Chief Executive Officer and will transition to become the Company's Chief Financial Officer effective November 15, 2023.
After the transition of Chief Financial Officer responsibilities, D'Arrigo will serve as a senior advisor to the Company's Chief Executive Officer through March 31, 2024.
I look forward to enhancing our market leadership position by focusing on executing with speed, scale, and efficiency while significantly expanding margins, cash flows and delivering value to clients and our shareholders," said Josh Warren, incoming Chief Financial Officer of Envestnet.

Lantern Appoints Chief Revenue Officer

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星期三, 九月 13, 2023

Professional Services, Data Management, Data Analytics, Technology, Software, Finance, Artificial Intelligence, EFront, Marketing, BlackRock, GP, Limited, Growth, LP, Airline, Lantern

Lantern Limited (“Lantern” or the “Company”), a pioneering private equity data platform and technology provider, has today appointed its first Chief Revenue Officer, Tony Poulson.

Key Points:

Lantern Limited (“Lantern” or the “Company”), a pioneering private equity data platform and technology provider, has today appointed its first Chief Revenue Officer, Tony Poulson.
Reporting to Lantern CEO and Founder, Edward Moore, Tony will play a crucial role in shaping the Company’s revenue strategy, driving market expansion, and ensuring the business’ long-term profitability.
“We are delighted to welcome Tony to the team as our Chief Revenue Officer,” said Edward Moore, Founder and CEO at Lantern.
I’m thrilled to join Lantern at a pivotal moment in its journey and a point of inflexion for an increasingly data-driven market.

Tax Systems Announces the Appointment of Bruce Martin as Chief Executive Officer

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星期四, 九月 29, 2022

Tax Systems , the tax software supplier to accountancy firms and corporates, today announced the appointment of Bruce Martin to the role of CEO, post a 12-month succession planning programme.

Key Points:

Tax Systems , the tax software supplier to accountancy firms and corporates, today announced the appointment of Bruce Martin to the role of CEO, post a 12-month succession planning programme.
Martin joined Tax Systems as Chief Finance Officer in 2021 and was promoted to MD and CFO in February 2022.
Prior to joining Tax Systems, Martin was CFO/COO at Arrowpoint Advisory, an international mid-market M&A advisory firm.
There are 30,000 tax professionals trained to use Tax Systems' solutions, filing over 200,000 submissions every year.

Manufacturing, construction, and transportation industries suffer from huge skills gaps, survey shows

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星期二, 五月 24, 2022

Epignosis, Multimedia, Science and technology in Asia, EFront, Transport, LMS, Workforce, SAN, App Store (iOS/iPadOS), Super Mario, Liverpool, Compliance, Safety, CMO, Online shopping, Management, Video game

The survey shows that 72% of the surveyed companies have unfilled positions due to their inability to find qualified deskless workers.

Key Points:

The survey shows that 72% of the surveyed companies have unfilled positions due to their inability to find qualified deskless workers.
A closer look at specific industries reveals the skills gap persists across sectors.
Seventy-seven percent of companies in transportation/warehousing experience difficulties with finding employees, along with 74% of manufacturing companies, and 69% of construction.
"This survey shows that industries like manufacturing and construction continue to face challenges filling open positions," said Chad Halvorson, Founder & CMO of When I Work.

New Survey Finds Gen Z Employees Care Most About Mental Health, DE&I, and Flexibility

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星期三, 五月 4, 2022

The survey reveals that mental health and work-life balance are major concerns for Gen Zers, the first generation of workers born in the digital era.

Key Points:

The survey reveals that mental health and work-life balance are major concerns for Gen Zers, the first generation of workers born in the digital era.
According to the survey , 53% of U.S. employees aged 19 to 25 plan to stay at the same company over the next year.
Additionally, 45% of Gen Zers prefer a hybrid work model, and 81% find it important to have flexibility in when and where they work.
Moreover, Gen Z employees have seemingly normalized mental health conversations in the workplace.

AI in e-Commerce: How Artificial Intelligence is Being Leveraged in the Online Retail Space

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星期二, 三月 22, 2022

AI - "to identify opportunities with respect to e-commerce sales through the world's biggest online retail platform."

Key Points:

AI - "to identify opportunities with respect to e-commerce sales through the world's biggest online retail platform."
Operating as it does in the video game niche, Ravenholm with the assistant of GBT AI platform - AVANT!
Retail giant Walmart announced the acquisition of Israeli AI startup Zeekit that offers a virtual fitting room platform that employs real-time image technologies, computer vision and artificial intelligence.
With e-commerce's seemingly inexorable takeover of retail market share, and the already obvious benefits of AI technologies in the online retail space, it seems all but assured that the prevalence of AI in e-commerce will persist.

Companies respond to The Great Resignation with higher L&D budgets, survey finds

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星期二, 三月 15, 2022

According to the survey , 67% of HR managers will have an increased L&D budget in 2022.

Key Points:

According to the survey , 67% of HR managers will have an increased L&D budget in 2022.
The report also uncovers the rising importance of mental health and well-being training for the employee experience in the post-pandemic workplace.
While employees are overall satisfied with the learning and development in their companies (75%), the findings from the employee survey shed light on the gaps that exist in today's workforce.
Designed to get a "yes" from everyone, it's where great teams, and companies, go to grow.

Unit4 Names Matthew Bagley as Chief Financial Officer

Retrieved on:

星期二, 一月 18, 2022

LONDON, Jan. 18, 2022 /PRNewswire/ -- Unit4 , a leader in enterprise cloud software for people-centric organizations, today announced that Matthew Bagley has been named Chief Financial Officer.

Key Points:

LONDON, Jan. 18, 2022 /PRNewswire/ -- Unit4 , a leader in enterprise cloud software for people-centric organizations, today announced that Matthew Bagley has been named Chief Financial Officer.
Bagley joins Unit4 from RIMES Technologies, a financial managed data services & RegTech specialist providing services to the investment management community, where he has served as Chief Financial Officer since 2020.
Previously, Bagley was Chief Financial Officer at eFront, a leading technology solution for alternative investment management.
In addition, Unit4 has appointed Russell Alexander as General Counsel reporting to CFO Matthew Bagley.