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Hal Schwartz is the COO for Functional Finance. He can be reached for further comment or information via email at
hal@functionalfi.com .February 10
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The payday comes for a year that saw the bank's annual net income rise just over 2% to $27.1 billion.
February 10
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Marc Rosenberg is a nationally known consultant, author and speaker on CPA firm management, strategy and partner issues. Managing partner of the Chicago-based consulting firm, Rosenberg Associates, he is founder of the authoritative annual survey of midsized CPA firm performance statistics, The Rosenberg Survey. He has consulted with more than 1,000 firms throughout his decades-long consulting career. He is best known as the author of his acclaimed Practice Management series — a compilation of knowledge and experience amassed throughout his consulting career on key topics pertinent to CPA practice management. Rosenberg is a graduate of the University of Illinois.
February 8
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Sarah Acton is the chief customer officer at BILL. She brings more than 30 years of experience in marketing, sales and brand-building work in both consumer and business markets. Prior to BILL, she led both marketing and sales at Athos, a wearables company in the athletic performance space. She was also responsible for global brand oversight during pivotal periods of growth at LinkedIn and consumer marketing leadership at Yahoo!. She was also the owner of a small retail business, and holds an MBA from Northwestern University – Kellogg School of Management and a B.S. in Marketing from Tulane University.
February 7
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Mercer Global Advisors and EP Wealth also extend their reach into the Nashville, Tennessee area with RIA acquisitions.
February 7
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The name of the firm signals how she aims for the firm to be something more than a financial advisory company to women who are entrepreneurs and professionals.
February 7
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Ryan Stokes is Vice President, Business Development, Claims TPA & Solutions at
Xceedance , a global leader in consulting, technology, operations support, and data solutions for the insurance sector. He focuses on growing the TPA/claims solutions with new partners and exploring new markets. Stokes has extensive knowledge and expertise in the property and casualty insurance industry, specifically in claims management, valuation and loss adjustment services.February 7
