Citigroup

Even Financial Appoints Nadine Murray as Senior Vice President of Strategy, from her role as Vice President of Digital Marketing at J.P. Morgan Chase

Retrieved on: 
Tuesday, December 11, 2018
Economy of New York City, Finance, Financial services, Primary dealers, Rockefeller family, House of Morgan, Marketing, Citibank, Citigroup, JPMorgan Chase, Chase Bank, Value proposition

She joins Even from J.P. Morgan Chase, where she served as Vice President, leading digital marketing and acquisition programs for the consumer bank.

Key Points: 
  • She joins Even from J.P. Morgan Chase, where she served as Vice President, leading digital marketing and acquisition programs for the consumer bank.
  • In her new role, Nadine will work closely with Even's FI partners, drive strategic planning for Even's value proposition and spearhead expansion into new consumer financial product verticals.
  • Murray brings over 15 years of experience leading strategy and execution of digital marketing programs at J.P. Morgan Chase, Citibank and American Express.
  • During that time, she has been at the forefront of driving innovation in digital acquisition across the full range of consumer financial services.

A Sudden Windfall: BMO Wealth Management Report Reveals a Shift in Canadians' Financial Priorities After Receiving Wealth Unexpectedly

Retrieved on: 
Monday, December 10, 2018
Finance, Money, Economy, Primary dealers, Subprime mortgage crisis, Wealth, Retirement, Citigroup, UBS

"Regardless the source of wealth, receiving a substantial sum of money unexpectedly carries sociological and psychological implications.

Key Points: 
  • "Regardless the source of wealth, receiving a substantial sum of money unexpectedly carries sociological and psychological implications.
  • While the significant investment opportunities can be exciting, be cautious of psychological issues associated with sudden wealth syndrome," said Chris Buttigieg, Director, Wealth Institute, BMO Wealth Management.
  • The report also includes respondents' top investment and retirement concerns affected by a sudden windfall:
    Will it change their retirement outlook?
  • To view a copy of the full report, which includes additional survey findings and financial tips, please visit https://www.bmo.com/main/wealth-management/wealth-insights#plan .

Dynamic Quest Acquires Enroute Networks

Retrieved on: 
Tuesday, December 4, 2018
Credit cards, Discover Financial, Air Canada, Citigroup, EnRoute

NEW YORK, Dec. 4, 2018 /PRNewswire/ --Spire Capital portfolio company, Dynamic Quest, a managed service provider offering IT and cloud services to enterprises and businesses, completed the acquisition of Enroute Networks ("Enroute"), a Marietta, Georgia-based managed service provider with 16 employees.

Key Points: 
  • NEW YORK, Dec. 4, 2018 /PRNewswire/ --Spire Capital portfolio company, Dynamic Quest, a managed service provider offering IT and cloud services to enterprises and businesses, completed the acquisition of Enroute Networks ("Enroute"), a Marietta, Georgia-based managed service provider with 16 employees.
  • David Hampson, CEO of Enroute Networks, said, "We are thrilled to be joining Dynamic Quest and positioning ourselves to better serve our current customers by leveraging Dynamic Quest's infrastructure, broader solution set and scale.
  • "We were extremely fortunate to find and partner with David from Enroute Networks to help Dynamic Quest as we continue our growth expansion into the Southeast.
  • We are very much looking forward to this expansion for Dynamic Quest" said Javier Gomez, CEO of Dynamic Quest.

Nancy K. Moore is recognized by Continental Who's Who

Retrieved on: 
Tuesday, December 4, 2018
Terrorism, Citigroup, Pinellas Park, Florida, AML, Citibank, Money laundering, SME, Crime, Law, Economy

PINELLAS PARK, Fla., Dec. 3, 2018 /PRNewswire/ --Nancy K. Moore is recognized by Continental Who's Who as a Woman of Excellence in the field of Finance in recognition of her role as Senior Vice President.

Key Points: 
  • PINELLAS PARK, Fla., Dec. 3, 2018 /PRNewswire/ --Nancy K. Moore is recognized by Continental Who's Who as a Woman of Excellence in the field of Finance in recognition of her role as Senior Vice President.
  • With over thirty seven years of experience in the field of Banking under her belt, Nancy K. Moore has established herself as a well regarded professional in the industry.
  • Throughout her illustrious career, Moore has attained expertise within the areas of anti-money laundering with Citibank.
  • Additionally, Moore has accrued experience as an Exam & Audit Coordinator, Risk & Control SME, Business Strategist, AML Investigations Ops Manager, AML Investigation Quality SME Compliance Manager, People Manager, and more.

Santander Bank Names David Harnisch Head of Commercial Banking

Retrieved on: 
Monday, December 3, 2018
Primary dealers, Banks, Economy of New York City, Financial services, Santander Group, Subprime mortgage crisis, Santander UK, Citigroup

BOSTON, Dec. 3, 2018 /PRNewswire/ -- Santander Bank today announced that it has named David Harnisch Head of Commercial Banking.

Key Points: 
  • BOSTON, Dec. 3, 2018 /PRNewswire/ -- Santander Bank today announced that it has named David Harnisch Head of Commercial Banking.
  • Harnisch joined Santander in 2017 as the Head of Underwriting, Portfolio Management and Commercial Strategy, and will now be responsible for leading and growing its commercial banking division.
  • "David has been instrumental in shaping our commercial banking strategy and in leading the transformation within the division that is now translating into sustainable growth and client impact," said Duke Dayal, President and CEO of Santander Bank.
  • Prior to joining Santander, Harnisch held a variety of leadership roles in the banking and finance industry, and was Executive Vice President and Head of Commercial Banking Underwriting and Portfolio Management at Citizens Financial Group.

Cubic Announces Closing of Public Offering of Common Stock and Full Exercise of Underwriters' Option to Purchase Additional Shares

Retrieved on: 
Monday, December 3, 2018
Finance, Underwriting, Economy of New York City, Genuity, Money, Citigroup

SAN DIEGO, Dec. 3, 2018 /PRNewswire/ --Cubic Corporation (NYSE:CUB) today announced the closing of its previously announced underwritten public offering of 3,795,000 shares of its common stock, including 495,000 shares sold pursuant to the underwriters' full exercise of their option to purchase additional shares, at a price to the public of $60.00 per share.

Key Points: 
  • SAN DIEGO, Dec. 3, 2018 /PRNewswire/ --Cubic Corporation (NYSE:CUB) today announced the closing of its previously announced underwritten public offering of 3,795,000 shares of its common stock, including 495,000 shares sold pursuant to the underwriters' full exercise of their option to purchase additional shares, at a price to the public of $60.00 per share.
  • The gross proceeds from the offering, before deducting the underwriting discounts and commissions and estimated offering expenses payable by Cubic, are $227.7 million.
  • J.P. Morgan and Citigroup acted as joint book-running managers and representatives of the underwriters of the offering.
  • Raymond James, William Blair, Canaccord Genuity, Needham & Company and Drexel Hamilton acted as co-managers of the offering.

Boston Scientific to Participate in Citi's 2018 Global Healthcare Conference

Retrieved on: 
Tuesday, November 27, 2018
Economy of New York City, Economy of the United States, New York City, Boston Scientific, BSX, Citigroup, New York Stock Exchange

MARLBOROUGH, Mass., Nov.27, 2018 /PRNewswire/ --Boston Scientific Corporation (NYSE: BSX) will participate in Citi's 2018 Global Healthcare Conference on Thursday, December 6, 2018 in New York City.

Key Points: 
  • MARLBOROUGH, Mass., Nov.27, 2018 /PRNewswire/ --Boston Scientific Corporation (NYSE: BSX) will participate in Citi's 2018 Global Healthcare Conference on Thursday, December 6, 2018 in New York City.
  • Art Butcher, senior vice president and president, Endoscopy and Susie Lisa, vice president, Investor Relations, will participate in a 40-minute question-and-answer session with the host analyst beginning at approximately 9:30 a.m. EST.
  • A live webcast of the question-and-answer session will be available on the Investor Relations section of the Boston Scientific website at investors.bostonscientific.com .
  • Boston Scientific transforms lives through innovative medical solutions that improve the health of patients around the world.

Cubic Announces Proposed Public Offering of Common Stock

Retrieved on: 
Monday, November 26, 2018
Finance, Money, Initial public offering, Economy, Corporate finance, Underwriting, Actuarial science, Citigroup, Public offering

SAN DIEGO, Nov. 26, 2018 /PRNewswire/ -- Cubic Corporation (NYSE:CUB) today announced that it has commenced an underwritten public offering of 3,300,000 shares of its common stock.

Key Points: 
  • SAN DIEGO, Nov. 26, 2018 /PRNewswire/ -- Cubic Corporation (NYSE:CUB) today announced that it has commenced an underwritten public offering of 3,300,000 shares of its common stock.
  • In connection with this offering, Cubic expects to grant the underwriters a 30-day option to purchase up to 495,000 additional shares at the public offering price, less the underwriting discounts and commissions.
  • The offering is subject to market and other conditions, and there can be no assurances as to whether or when the offering may be completed, or as to the actual size or terms of the offering.
  • J.P. Morgan and Citigroup are acting as joint book-running managers and representatives of the underwriters of the offering.

Global CEOs Join Forces to Mitigate Crippling Cybersecurity Threats to Small and Medium-Sized Businesses; Global Initiative to Be Announced at National Press Club Headliners briefing December 5

Retrieved on: 
Thursday, November 15, 2018
Security engineering, Finance, Money, Cyberwarfare, Computer network security, E-commerce, MasterCard, Computer security, National Press Club, Kiersten Todt, CRI, Citigroup

Despite the ominous statistics surrounding the consequences of a breach, many small and medium-sized businesses (SMBs) report doing very little to protect themselves because they lack the needed resources, capabilities and knowledge to do so.

Key Points: 
  • Despite the ominous statistics surrounding the consequences of a breach, many small and medium-sized businesses (SMBs) report doing very little to protect themselves because they lack the needed resources, capabilities and knowledge to do so.
  • CRI convenes senior leaders of global companiesincluding Mastercard, Microsoft, ExxonMobil, Acer, Citi and Maerskto ensure every business, no matter how small, is protected in today's increasingly connected society.
  • Kiersten Todt, Managing Director, CRI and Former Executive Director, Presidential Commission on Enhancing National Cybersecurity
    The press conference will be held in the Bloomberg Room of the National Press Club, located at 529 14th Street, NW, 13th floor.
  • This news conference is open to credentialed media and members of the National Press Club free of charge, however, registration is required.

Alera Group Acquires Pennsylvania Financial Services Firm

Retrieved on: 
Thursday, November 15, 2018
Finance, Economy, Money, Financial management, Investment management, Stock market, Wealth management, Alera, Citigroup

DEERFIELD, Ill., Nov. 15, 2018 /PRNewswire-PRWeb/ --Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Perspective Financial Group.

Key Points: 
  • DEERFIELD, Ill., Nov. 15, 2018 /PRNewswire-PRWeb/ --Alera Group, a leading national employee benefits, property and casualty, risk management and wealth management firm, has acquired Perspective Financial Group.
  • Perspective Financial Group (Perspective), is a wealth management firm headquartered in Berwyn, Pennsylvania that has been serving their clients since 1976.
  • Perspective Financial Group will join Alera Group through local firm Pentra.
  • "Perspective Financial Group is an exciting addition to Alera Group's wealth management services, further expanding our existing capabilities in personal wealth management, family wealth transfer, business continuity and transition planning, and executive and employee benefits," said Alan Levitz, CEO of Alera Group.