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These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.
May 25
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Craig Granowitz, MD, is Senior Vice President and Chief Medical Officer at Amarin Corp.
May 25 -
The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.
May 25
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Jeff Goldberg has spent his career as an IT executive, analyst, and entrepreneur in the insurance industry. He has led IT organizations at Marsh & McLennan and NIP Group and worked as an advisor to hundreds of insurers while at Datos Insights and Celent. Currently, he runs an insurer CIO Study Group and serves as an independent advisor to technology providers such as Socotra.
May 25
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The former Fifth Third program manager will also help Cetera-affiliated banks and credit unions grow their wealth management programs by increasing client wallet share.
May 25
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The firm picked up teams from Merrill Lynch and Wells Fargo.
May 25
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Josh Rowland is the chief executive officer and vice chairman of Lead Bank, a Missouri-chartered commercial bank with locations in the Crossroads Kansas City, Lee’s Summit and Garden City, Missouri. Josh serves in multiple management roles at the bank, including membership in the bank’s executive committee, loan committee, and oversight of the bank’s marketing and technology functions. Josh also serves as the executive director of Lead Business Advisors, a division of Lead Bank that advises companies on strategic planning, reorganizations and financing. He is also the president and CEO of Lead Financial Group, the holding company, which owns 100% of the bank.
May 25
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