The Latest

  • Craig Hoffman is a leading member of the firm's Chambers USA-ranked privacy and data protection team.

    January 12
  • FINRA accused the rep of "structuring" transactions by making cash deposits into her personal savings account in amounts under the currency transaction reporting threshold of $10,000.

    January 12
    FINRA sanctions former JPMorgan rep for alleged false claims about fraudulent credit card charges.
  • Katie Badeusz is a senior marketer at EPAY Systems, which provides SaaS-based human capital management technology and services designed to help medium to large businesses manage their workforce.

    January 12
    Katie Badeusz
  • Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

    January 12
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  • Goldman Sachs has a full suite of services to offer quants after upgrading its technology, according to the partners leading the effort.

    January 12
  • Sanjeev Kriplani has more than 20 years of experience in SMB financial software and payments solutions, leading teams in marketing, product management, and general management roles. Prior to Bill.com, Sanjeev led Global Digital Marketing for PayPal, where he managed teams in the Americas, Europe and Asia while materially increasing marketing efficiency and effectiveness. Before PayPal, he was the founder and CEO of Inzap, which he ultimately sold. Inzap provided a web-based accounts receivable lending and digital marketing platform linking small businesses and financial institutions. Prior to Inzap, Sanjeev held several positions at Intuit, starting as one of the first product managers of QuickBooks before he led the development and launch of several new SMB financial products for the company.

    January 12
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  • Colis is the CEO of Ovid Corp., an online life insurance exchange based in San Francisco. Colis co-founded Ovid while pursuing his MBA at Stanford and previously held various positions at FCB Global. Ovid allows consumers to sell their life insurance through an auction to institutional investors.

    January 12
  • As a Workplace Possibilities program coordinator with The Standard, Meier helps employers by designing, implementing and managing on-site vocational services to assist employees in remaining at and/or returning to work and by providing ergonomic training. He also plays a lead role by coordinating and providing ergonomic assessments and accommodations for internal employees. He holds a master’s degree in rehabilitation counseling and education, is a certified rehabilitation counselor and disability management specialist, and is a Certified Ergonomics Evaluation Specialist. His background truly helps guide his work, as he has experience working with disabled veterans and injured workers, as well as vast knowledge in ergonomics, counseling and aptitude testing.

    January 12
  • The changes are the first under David Kowach, who became president of the wirehouse's traditional employee broker-dealer late last year.

    January 12
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  • Mincemoyer joined Reed Smith in 2016 as an associate in the Tax, Benefits & Wealth Planning Group. Shannon’s practice involves general employee benefits and executive compensation matters.

    January 12