[ad_1] Gillian’s extensive philanthropic credentials are the perfect complement to our deep expertise in private foundations. Tweet this Ms. Howell brings more than 30 years of executive and philanthropic management experience to Foundation Source where she will be responsible for overseeing and enhancing the Client Services and Philanthropy Advisory Services functions. In this newly created
[ad_1] Brant Advisors joining Riley Investment Services, as agents of Worldsource Securities Inc. MARKHAM, Ontario, Nov. 01, 2021 (GLOBE NEWSWIRE) — Worldsource Securities Inc. (Worldsource) announced today that it has reached an agreement with Brant Securities Limited (Brant) and Riley Investment Services (RIS) to transfer to Worldsource and the RIS branch the clients and client
[ad_1] In financial services, it’s all about the clients. What your clients need, what they want, where they are, where they’re… In financial services, it’s all about the clients. What your clients need, what they want, where they are, where they’re going and who they can refer along the way. There is no business without
[ad_1] –Company Promotes Cheryl VanVoorhees to Executive Vice President of Operations and Rocky DeStefano to Chief Technology Officer– Published: Oct. 14, 2021 at 12:15 PM CDT|Updated: 32 minutes ago DENVER, Oct. 14, 2021 /PRNewswire/ — As the cyber advisory and solutions leader, Optiv is advancing its client-first delivery model with two executive appointments to shape the
[ad_1] ImpactInstitute, a specialist impact advisory, brand storytelling and events firm, has announced eight new client wins and 10 new team members since its formation this year. ImpactInstitute began operations on 1 May, 2021, following the merger of two purpose-driven organisations and business partners, Social Impact Institute and Filtered Media. A certified B Corp., the
[ad_1] TORONTO–(BUSINESS WIRE)–Sep 29, 2021– SoftwareReviews, a division of IT research and advisory firm Info-Tech Research Group, has published its 2021 Geographic Information Systems Emotional Footprint Awards, naming three vendors as Champions. The following vendors are champions according to the feedback provided by their users via SoftwareReviews’ comprehensive online survey: This press release features multimedia.
[ad_1] Eric Hunsicker, Scott Hunsicker & Todd Zimlich Kansas Financial Resources – KFR In today’s financial landscape, the KFR team has created something special that is unmatched: a deep client-centric culture many financial firms aspire to obtain.” — Eric Hunsicker, Certified Financial Planner of Kansas Financial Resources TOPEKA, KS, UNITED STATES, September 29, 2021 /EINPresswire.com/
[ad_1] CLEVELAND, Sept. 10, 2021 /PRNewswire/ — Key Family Wealth, the family office division of division of Key Private Bank announced it has received the 2021 Wealth Management “Family Office” Industry Award, recognizing the best client initiative or program in wealth management. Key Family Wealth was selected for “Family Office Best Client Initiative ” from