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Jeff McKenzie is vice president of business process automation at Quadient. He has more than 20 years of experience helping SMBs improve their customer communications, with a focus on providing digital transformation services and technology that optimize and automate operations and enhance the customer experience. Reach him at j.mckenzie@quadient.com.

The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year.

Lisa leads revenue generation and business development at Progyny. Lisa has spent over 25 years in the healthcare industry with the last 15 at WebMD where she was Group General Manager of the Medscape Professional Services and led sales, account management, product marketing and revenue delivery. Lisa has also held senior sales roles in the pharma and digital health space at HealthStream, Merck, and Procter & Gamble.

Augusto Lins is president of Stone.

Maggie Marshall is the marketing manager for FindCreditUnions.com, which is a website focused on educating millennials and Gen Zers about credit unions and wealth inequality and helping them become financially independent.

The regulator found that the financial services company failed to take precautions in disposing of hardware that contained sensitive customer information.

Insiders see a Democratic administration backing tightened investor protections as industry advocates look to tax legislation.

Kristy Illuzzi, CPA, CGMA, is senior technical manager at the American Institute of CPAs.

The agency began digging into the massive tax law addressing issues that needed immediate clarification.