Lewis

SFA Partners Congratulates Lewis J. (Lew) Walker on Financial Planning Association Honor

Retrieved on: 
Monday, October 2, 2023
Financial Planning Association, 171st Special Operations Aviation Squadron, ICFP, College, Lord, St. Louis Fed Financial Stress Index, Human, Walker, Finance, Lewis, Movement, Financial plan, Financial Planning Association of Australia, Journal, Strategy, Growth, SFA, FPA, Family, Management

ATLANTA, Oct. 2, 2023 /PRNewswire/ -- SFA Partners (SFAP) – a family of companies focused exclusively on empowering independent financial advisors – today congratulates Lewis (Lew) J. Walker, founding SFA shareholder and current Board member, for being honored as a pioneer of the financial planning profession by the Financial Planning Association (FPA) at its recently concluded annual conference, which was held last week in Phoenix.

Key Points: 
  • In 2011, FPA named him the P. Kemp Fain, Jr., Award winner, the highest recognition in financial planning.
  • "I congratulate Lewis on this well-deserved honor from the Financial Planning Association," said SFA Holdings President and CEO, Clive Slovin.
  • In 1976, Lewis founded an independent financial planning firm, the forerunner to creating Walker Capital Management in 1987.
  • Walker concluded, "Informed and comprehensive financial planning can alleviate much of the financial stress plaguing individuals, families and business owners.

Sailes Raises $5.1 Million Series A to Multiply Enterprise Sales Reps with Their Own AI

Retrieved on: 
Thursday, September 14, 2023
Marketing, Research, Lewis, Fortune 500, Investment, Personality, AI, Automation, Sales, North Sails

KANSAS CITY, Mo. and NEW YORK, Sept. 14, 2023 /PRNewswire/ -- Sailes, the AI startup that developed its patent-pending Sailebots to automate all points in the prospecting lifecycle, today announced the close of a $5.1 million Series A funding round led by Lewis & Clark Ventures. The round was supported with investments from Acronym Venture Capital and Tenzing Capital, plus follow-on investment from existing investors KCRise Fund and Valor Ventures. The round brings the company's total funding to $6.6 million.

Key Points: 
  • Sailebots are a first-of-their-kind, full stack prospecting technology for automating all of sales prospecting, giving enterprise sales teams space for more meaningful human activities
    KANSAS CITY, Mo.
  • Globally compliant and deployed in multiple languages, Sailes' proprietary AI technology eliminates repetitive, manual tasks in favor of high-value, high-return sales activities.
  • Beyond "enablement," Sailebots use proprietary standalone infrastructure to multiply enterprise sales reps with their own personalized AI as a single product to complete all activities.
  • The company's latest innovation, Starboard™, provides an immersive user experience where enterprise sales teams can manage and deploy a "fleet" of Sailebots.

SEC Charges Investor Joseph C. Lewis and Associates with Insider Trading

Retrieved on: 
Wednesday, July 26, 2023
Financial Industry Regulatory Authority, Biotechnology, State bureau of investigation, Clinical trial, Confidentiality, Lewis, District court, Security (finance), Society of Former Special Agents of the Federal Bureau of Investigation, Cryptocurrency

The SEC also charged Carter, O’Connor, and Waugh with using that information to trade and reap combined profits of more than $545,000.

Key Points: 
  • The SEC also charged Carter, O’Connor, and Waugh with using that information to trade and reap combined profits of more than $545,000.
  • Within days, the SEC alleges, Carter and then later O’Connor and Waugh purchased the company’s common stock.
  • In a parallel action, the U.S. Attorney’s Office for the Southern District of New York today announced criminal charges against Lewis, O’Connor, and Waugh.
  • The SEC appreciates the assistance of the U.S. Attorney’s Office for the Southern District of New York, the Federal Bureau of Investigation, and the Financial Industry Regulatory Authority.

Phoenix Motorcars Enhancements Senior Management Team

Retrieved on: 
Tuesday, July 11, 2023
Vehicle Technology, EV, Electric Vehicles, Fleet Management, Alternative Vehicles, Fuels, Public Transport, General Automotive, Automotive, Trucking, Automotive Manufacturing, Transport, Manufacturing, Logistics, Supply Chain Management, Karma, Lead, Business development, BS, University, Mathematics, Senior, Bangalore University, FedEx Express, University School of Management Studies, PEV, Statistics, Business, Consultant, Automotive industry, MBA, CMO, Faraday Future, Lewis, MS, Frost, Strategic partnership, Cochin University of Science and Technology, Vehicle registration plates of Nepal, Karma Automotive, School, Management, Christ College, Artificial intelligence, Beijing University of Technology, PMO, Phoenix Motorcars, SVP, Bachelor of Computer Science, Computer science, Operation, Phoenix

Phoenix Motor Inc. (“Company” or “Phoenix”) (Nasdaq: PEV), a leader in manufacturing all-electric, medium-duty vehicles, is pleased to announce the appointments of Jose Paul as Chief Revenue Officer and Lewis Liu as Senior Vice President of Operations.

Key Points: 
  • Phoenix Motor Inc. (“Company” or “Phoenix”) (Nasdaq: PEV), a leader in manufacturing all-electric, medium-duty vehicles, is pleased to announce the appointments of Jose Paul as Chief Revenue Officer and Lewis Liu as Senior Vice President of Operations.
  • “We are proud to be able to enhance and streamline our senior management team with such talented, seasoned industry veterans,” said Xiaofeng Denton Peng, CEO of Phoenix Motorcars.
  • Mr. Paul joined Phoenix in August 2016 and has served as our CMO since September 2021.
  • Prior to joining Phoenix, Mr. Paul worked at FedEx Express, Dubai, holding various positions including Business Planning Advisor, Senior Regional Analyst and as the Brand Advisor for the MEIA region.

Postal Service Honors Congressman John Lewis on New Forever Stamp

Retrieved on: 
Thursday, June 22, 2023
The Postal Service, Pinterest, Collection, United States Postal Service, Legislation, Newsroom, Violence, Face, Post, Atlanta City Council, Selma to Montgomery National Historic Trail, Nashville Student Movement, Peace, Peace Corps, History, National Mall, Wind, Sale, Lewis, United, Civil Rights Act, Congress, Post office, USPS, Book, Student Nonviolent Coordinating Committee, Representative, Walking, VISTA, Presidential Medal of Freedom, Voter Education Project, Culture, Louisiana House of Representatives, Mail, House, Civil Rights Act of 1964, ACTION, History of the United States, Conscience, Amazon

The words "USA" and "Forever" appear in the stamp's top left corner.

Key Points: 
  • The words "USA" and "Forever" appear in the stamp's top left corner.
  • Derry Noyes, an art director for USPS, designed the stamp.
  • The Postal Service generally receives no tax dollars for operating expenses and relies on the sale of postage, products and services to fund its operations.
  • For more information about the Postal Service, visit usps.com and facts.usps.com .

South Africa Furniture, Appliances and White Goods Retail Industry Report 2023: Sales, Key Challenges and Opportunities, Notable Players, Developments and Influencing Factors - ResearchAndMarkets.com

Retrieved on: 
Tuesday, June 6, 2023
Retail, Home Goods, Pressure, Delays, Growth, Home appliance, TFG, Cash Converters, Lewis, Acquisition, ShopRite, Consumer electronics

The "Retail of Furniture, Appliances and White Goods in South Africa" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Retail of Furniture, Appliances and White Goods in South Africa" report has been added to ResearchAndMarkets.com's offering.
  • This report focuses on the retail of furniture, appliances and white goods in South Africa and includes information on sales, key challenges and opportunities, notable players, developments and influencing factors.
  • Sales of household furniture, equipment and appliances grew strongly in 2021, but growth has since slowed.
  • The furniture sector masterplan aims to revive the manufacture, retail and export of South African furniture.

Coach Mike Krzyzewski and author Michael Lewis named as keynote speakers for SAS Innovate

Retrieved on: 
Thursday, April 13, 2023
Hyatt, Vanity Fair, HSBC, Duke University, Oscar, Politics, The New York Times Magazine, The New Yorker, Georgia-Pacific, Business, Blindside, JPMorgan Chase, FDIC, Microsoft, Hyatt Regency London – The Churchill, National bank, United States national team, Liberty Mutual, Lewis, New Yorker, SAS, SKY Brasil, Truist, Bloomberg, CARY, Premonition, Chase, AI, Duke University Pratt School of Engineering, Moneyball, Book, National Bank of Canada, Ulta Beauty, Industrial design, Management, Parexel

CARY, N.C., April 13, 2023 /PRNewswire/ -- Mike Krzyzewski, the legendary former head coach of Duke University's men's basketball and Team USA, and Michael Lewis, best-selling author of The Premonition, The Blind Side, Moneyball, and The Big Short, will be featured as keynote speakers at SAS Innovate 2023. The flagship event from the AI and analytics leader, set for Orlando, FL, May 8-10, will help business leaders and analytics experts from across industries discover the ways AI and cloud analytics can help them respond to the challenges of today and tomorrow.

Key Points: 
  • Legendary speakers join packed lineup at premier event focused on future of data, analytics and AI
    CARY, N.C., April 13, 2023 /PRNewswire/ -- Mike Krzyzewski, the legendary former head coach of Duke University's men's basketball and Team USA, and Michael Lewis, best-selling author of The Premonition, The Blind Side, Moneyball, and The Big Short, will be featured as keynote speakers at SAS Innovate 2023.
  • Mike Krzyzewski and Michael Lewis will hit the stage at SAS Innovate in Orlando, FL, May 8-10.
  • Coach K has achieved success at the national and international level through world-class team-building, inspirational leadership and attention to detail.
  • Known by fans around the world as "Coach K," Krzyzewski led Duke to five national championships and Team USA to three Olympic gold medals.

BSI Financial Services Names Harold Lewis President and COO

Retrieved on: 
Wednesday, March 22, 2023
Software as a service, BSI, Workflow, Fannie Mae, API, Aspen Capital, McKinsey & Company, Lewis, Mr. Cooper, Acquisition, Regulatory technology, UX, Growth, AI, Corporate title, Management, Real estate

IRVING, Texas, March 22, 2023 /PRNewswire/ -- BSI Financial Services, a mortgage operating platform, today announced Harold Lewis has been hired as president and COO. In this newly created position, Lewis will be responsible for scaling BSI Financial's platform and delivering value to its customers through the combination of improved operational efficiency, reduced risks, technology advancements and exceptional talent.

Key Points: 
  • IRVING, Texas, March 22, 2023 /PRNewswire/ -- BSI Financial Services , a mortgage operating platform, today announced Harold Lewis has been hired as president and COO.
  • Prior to Nationstar, Lewis held several C-Suite and senior executive positions, including COO at CitiMortgage, COO of residential real estate at Fannie Mae, president of NationsCredit for Bank of America/Barnett Bank, and COO of Resource Bancshares Mortgage Group.
  • "I am excited to welcome an exceptional industry leader like Harold to our leadership team," said Gagan Sharma, founder and CEO of BSI Financial.
  • Larry Goldstone, BSI Financial's president of capital markets and lending, said, "I am pleased to have Harold join our management team as president and COO, taking over responsibility for the management of all operational aspects of our platform.

OCC Welcomes Jefferies Executive Joseph Lewis to Board of Directors

Retrieved on: 
Friday, February 24, 2023
Banking, Professional Services, Finance, Knowledge, Citibank, New Federal State of China, OCC, Barclays, Lewis, Jefferies, Multimedia, Risk management, Lehman Brothers, Bank

OCC, the world's largest equity derivatives clearing organization , today announced the appointment of Joseph Lewis, Managing Director, Co-Head of Corporate Hedging and FX Solutions at Jefferies, to its Board of Directors.

Key Points: 
  • OCC, the world's largest equity derivatives clearing organization , today announced the appointment of Joseph Lewis, Managing Director, Co-Head of Corporate Hedging and FX Solutions at Jefferies, to its Board of Directors.
  • Lewis brings more than 20 years of experience in interest rate and foreign exchange derivatives.
  • View the full release here: https://www.businesswire.com/news/home/20230223005728/en/
    OCC Welcomes Joseph Lewis to its Board of Directors (Photo: Business Wire)
    “We are pleased to welcome Joe as he brings a wealth of risk management knowledge and experience in the global derivatives market,” said Craig Donohue , OCC Executive Chairman.
  • Prior to joining Jefferies, Lewis held senior client coverage roles at Citibank, Barclays and Lehman Brothers focused on interest rate, commodity and foreign exchange derivatives.

AgroSpheres Raises $22 million Series B to Accelerate Commercialization and Manufacturing of Reliable Biobased Solutions

Retrieved on: 
Tuesday, October 25, 2022
Quality of life, Farm gate marketing, FAW, Agtech, Oil, Function as a service, RNA interference, Farmer, Food security, RNA, Multimedia, Science, Lewis, Partnership, Technology, Mining, Industry, Health, Cavallo, CEO, OCP, Wilbur-Ellis Co. v. Kuther, Food, Lewis and Clark Expedition, CTO, Solution, View, OAS, Toxicology, Renewable energy, Cryptocurrency, Fine chemical, Agriculture, Agriculture

This funding will be used to accelerate product commercialization, expand manufacturing capacity, and seed broader applications of the AgroSpheres AgriCell platform technology.

Key Points: 
  • This funding will be used to accelerate product commercialization, expand manufacturing capacity, and seed broader applications of the AgroSpheres AgriCell platform technology.
  • AgroSpheres raises $22 million in a Series B financing round led by Lewis & Clark AgriFood and Ospraie Ag Science.
  • AgroSpheres' biomanufacturing platform has enabled cost-effective manufacturing and successful field application of novel biological modalities.
  • The company's three pillars work collectively to achieve AgroSpheres' mission of providing farmers with reliable and affordable biobased solutions worldwide.