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Credit Suisse Group is planning a fresh round of job cuts at the global wealth management business starting next week, adding to dismissals that already started at the investment bank, according to people familiar with the matter.

Steve Pinado is the president of Billtrust and is responsible for leading the company's sales, marketing, business development and customer success departments. He has more than 20 years of experience as an executive in corporate strategy, business development, mergers and acquisitions, finance and organizational development.

Joe Alim is the VP of Product and Operations at Compt, the number one employee stipends platform that gives people the freedom to choose the lifestyle perks they really want.  He is currently focused on ensuring the HR tech startup offers an amazing customer and product experience so that providing and utilizing perks is fun, easy, and gratifying for companies of all sizes and stages. Prior to his current role, Alim co-founded the talent-tech startup, ScholarJet, which he also led as COO. His commitment to building a better future of work begins with improving the employee experience through personalization. He's excited to share his knowledge on scaling benefits and designing successful stipend programs.

The regional bank's play for a piece of the wealth management pie, under wraps for more than a year, has a unique twist.

With more than 30 years of experience championing causes that inspire social change through sports, entertainment, and pop culture, Lou Raiola is the industry's go-to resource when it comes to uniting stakeholder groups in collective efforts to drive positive social impact. He is also a leading advocate for the adoption of ESG within all types of organizations and is a leading expert on ESG strategy for supply chain stakeholders often speaking on the topic he describes as "The ESG Ripple Effect".

Nicole Stelter, Ph.D., is the director of Behavioral Health at Blue Shield of California, a nonprofit health plan with more than $22 billion in annual revenue serving 4.7 million members in the state's commercial, individual, and government markets.

Stelter plays a key role in implementing Blue Shield's Behavioral Health Reimagined strategy. She is also responsible for providing behavioral health and market/provider expertise across Blue Shield of California's behavioral health initiatives, with a focus on commercial lines of business. 

Stelter has more than 30 years of behavioral health experience, most recently serving as Kaiser Permanente's director of National Strategic Customer Engagement, Specialty Consulting for Mental Health, and Health Equity. In this role, she led the company's total workforce health portfolio, including providing internal and external consultation and product development for mental health, occupational health, wellness, Employee Assistance Programs (EAP), and disability management services.

Stelter holds a bachelor's degree in Psychology and a master's degree in Counseling Psychology from California State University-Dominguez Hills and she earned a PhD degree from Capella University in Minneapolis.

Stelter is a licensed marriage and family therapist, a clinical trauma professional, and holds certifications in community/organizational disaster mental health. Her clinical focus has been with the first-responder community (police and fire), and she served as a behavioral health officer in the California Army National Guard (State Guard/Reserves) from 2010 to 2015.

After its spinoff from giant accounting firm RSM, the newly standalone firm struck an agreement to add on to its existing base of $13.5 billion in client assets.

Fidelity Investments is set to launch a retail crypto trading platform, starting with zero-commission trading for bitcoin and ethereum.

Plus, an investment platform from Private Advisor Group and outsourced chief investment officer tech for RIAs of all sizes.

Though an oft-cited index shows that 16 non-traded REITs gained 71.1% over the past five years, regulators appear unimpressed.