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Banking & Financial

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BT Partners Announces ServiceTitan Connector for Domo Executive Analytics

2022-08-02 | The new connector combines data from multiple ServiceTitan instances to improve business visibility and optimize decision making.


Harris & Harris Welcomes Curt Jennings as Newest Director of Client Relations

2022-08-02 | Jennings brings with him 30 years of revenue cycle and financial recovery expertise.


Joe Gutierrez Celebrated for Dedication to the Field of Finance

2022-08-01 | Mr. Gutierrez lends years of expertise to his work with Merrill Lynch


The Mindful Mortgage Team Receives 2022 Best of Deerfield Award

2022-07-30 | Deerfield Award Program Honors the Achievement


Andrew J. Platt has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-07-29 | Mr. Platt is a financial advisor and the managing director for Northwester Mutual in his hometown of Dayton, Ohio


NAPA Society Will Change Social Media and Crypto Forever

2022-07-28 | Since the birth of the internet, there has never been a use case quite so widely adopted by the public as Social Media. It's inevitable that the future of Crypto, NFTs and Social Media become deeply intertwined!


Isaac Toussie Makes Substantial Contributions to Platforms of Medicine: Orthopedics, Diabetes and Epilepsy

2022-07-28 | Toussie's commitment to supporting orthopedic programs throughout the country is both unique and important. Orthopedic health programs serve a vital function in facilitating proper recoveries for individuals with bone or joint injuries.


Calvert Impact Capital Survey Finds That Investors Are Finally Walking The Talk and Investing For Climate Change, Racial Equity

2022-07-27 | Biennial survey shows Community Investment Note a critical entry point to impact investing


Hive Wealth by Impart Media Secures Investment from SVB Financial Group

2022-07-27 | Community-First Mobile App Secures Investment While Continuing to Shine Light on Inequality in Funding for Black Founders


Bento - Dental Insurance Disruptor Secures $8.1 Million Series A Funding To Revolutionize Oral Health Care Benefits

2022-07-26 | The financing was led by Boston-based Schooner Capital with additional participation from York IE Capital and existing investor Companyon Ventures.


Bardia Hariri, MBA, PhD, Honored by Marquis Who's Who for Achievements in Insurance and Financial Services

2022-07-26 | Dr. Hariri provides expert advice regarding risk management, asset distribution strategies and estate & wealth transfer planning


Savage Patch Gets Ready To Roll Out Their Community-Focused NFTs!

2022-07-25 | The community that empowers creatives and entrepreneurs!


Sherrie Lemier-Potts has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-07-25 | Ms. Lemier-Potts is recognized for her expertise in finance and accounting


Swift Title Loans New Florida Locations

2022-07-23 | At Swift Title Loans, we want to inform our California customers that all branches in California have been closed. However, in Florida, we have opened extra branches to serve our customers better.


Quick Title Loans for Florida Residents

2022-07-23 | We are pleased to announce that we have opened additional offices of Swift Title Loans and it is now easier than ever to arrive at one of our Florida locations. We are happy to process title loan applications for any resident of Florida!


Mercy Osei Ameyaw has been Inducted into the Prestigious Marquis Who's Who Biographical Registry

2022-07-22 | Ms. Ameyaw serves as the Director of Municipal Dealer Sales for Raymond James Financial Inc.


How A Local Brooklynite Supports the Jewish Community, America's Paralyzed Veterans and the Police Force

2022-07-21 | Born and raised in Brooklyn, Isaac Toussie has always contributed to organizations that strengthened the Jewish community that he remains a part of.



CG Financial Services Goes Live on Arcus Partners' Finity360™ Digital Office Solutions to Improve Advisor and Client Experiences

2022-07-20 | With Finity360, CG Financial Services has increased advisor technology adoption and halved the number of applications it needs to make its technology vision a reality.


Exit Planning Institute Launches New EPI Academy Courses

2022-07-20 | Basics of Value Acceleration and Determining Enterprise Value