University of Massachusetts Dartmouth

TealBook Partnership Positions UMass for Further Success in Supplier Diversity

Retrieved on: 
Wednesday, December 7, 2022
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TORONTO, Dec. 7, 2022 /PRNewswire/ -- TealBook, the leading supplier data platform that autonomously enhances supplier data, and the University of Massachusetts, a world-class public research university system, today announced the details of their successful first year as partners. The partnership has enhanced UMass' existing supplier information to ensure diverse suppliers are identified and leveraged throughout the university's five campuses.

Key Points: 
  • The partnership has enhanced UMass' existing supplier information to ensure diverse suppliers are identified and leveraged throughout the university's five campuses.
  • With the help of TealBook's supplier diversity intelligence platform, UMass was able to increase both their list of diverse suppliers and diverse dollars spent.
  • "UMass has enjoyed continued success throughout the last year in their supplier diversity goals, and TealBook is proud to have been part of that advancement," said Stephany Lapierre, CEO and founder of TealBook.
  • The university system comprises UMass Amherst, UMass Boston, UMass Dartmouth, UMass Lowell, UMass Chan Medical School in Worcester and the UMass School of Law in Dartmouth and is one of the largest employers in the Commonwealth of Massachusetts.

Broadcat Announces Appointment of Director of Operations

Retrieved on: 
Wednesday, November 23, 2022
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DALLAS, Nov. 23, 2022 /PRNewswire/ -- Broadcat LLC ("Broadcat"), the leading provider of operationalized compliance training, is pleased to announce the appointment of a Director of Operations, Kitty Holt. Kitty is responsible for maintaining and elevating organizational efficiency as Broadcat continues to scale. She will oversee key business functions including HR, IT, marketing, and administration.

Key Points: 
  • DALLAS, Nov. 23, 2022 /PRNewswire/ -- Broadcat LLC ("Broadcat"), the leading provider of operationalized compliance training, is pleased to announce the appointment of a Director of Operations, Kitty Holt.
  • "Kitty's experience working cross-functionally and at all levels of the organization will be invaluable in her new role at Broadcat," Broadcat CEO Alex Klingelbergernoted.
  • About Broadcat: At Broadcat, we take a behavioral approach to compliance communications and training.
  • Broadcat is a portfolio company of Featherweight Capital Partners and is based in Dallas, Texas.

Carter Funds Expands Sales Distribution Team

Retrieved on: 
Thursday, November 17, 2022
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TAMPA, Fla., Nov. 17, 2022 /PRNewswire/ -- Carter Funds , a full-service commercial real estate acquisition and investment fund management firm, today announced the expansion of its sales and acquisitions team with four new hires.

Key Points: 
  • TAMPA, Fla., Nov. 17, 2022 /PRNewswire/ -- Carter Funds , a full-service commercial real estate acquisition and investment fund management firm, today announced the expansion of its sales and acquisitions team with four new hires.
  • "Carter Funds is committed to providing the highest level of professional support to our network of independent broker-dealer and registered investment advisor partners," said spokesperson Lisa Robinson, president, Carter Equity.
  • With more than 20 years in the financial services industry, Rob Babcock joins Carter Funds as senior vice president of the Central and Northern region.
  • In January, Carter Funds announced the internalization of its distribution efforts under the leadership of industry veteran Weldon Evans, who serves as executive vice president and director of national sales.

F.L.Putnam Hires Senior Wealth Professional Jill Hibyan as Private Client Advisor in Maine

Retrieved on: 
Thursday, November 10, 2022
Bank of America Private Bank, Leadership, Foundation, Knowledge, Trust, RIAS, University of Massachusetts Dartmouth, Connecticut College, Boston University, CFP, CTFA, Manning, Solution, Culture, University, CEO, Bank, Financial services, Financial adviser

and PORTLAND, Maine, Nov. 10, 2022 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that it has added wealth management professional Jill Hibyan, CFP, CTFA , toits Portland, Maine office.

Key Points: 
  • and PORTLAND, Maine, Nov. 10, 2022 /PRNewswire/ -- F.L.Putnam Investment Management Company today announced that it has added wealth management professional Jill Hibyan, CFP, CTFA , toits Portland, Maine office.
  • Ms. Hibyan brings nearly two decades of experience working with high and ultra-high-net-worth individuals, families, and institutions.
  • "Jill is well known for her broad-based financial planning and investment knowledge, and for always putting the client first.We are excited to add an advisor of her caliber to our growing Maine team," commented Tom Manning, CEO of F.L.Putnam.
  • During her 15-year tenure with U.S. Trust, she built and managed client portfolios for private wealth, foundation, and institutional clients.

Oughton Equestrian-Inspired Luxury Leather Goods Joins Tenth Avenue Holdings Family of Brands

Retrieved on: 
Thursday, October 20, 2022
Time, Wicked Good Cupcakes, University of St Andrews, Horse, Skin, VP, A, LLC, I Eat Your Skin, University of Massachusetts Dartmouth, Dog, Multimedia, University, TAH, Marketing, Addiction, Industry, Board, CEO, Melissa, Workplace, Garderobe, SmartPak, Citron, Tack shop, TAC, EQL, Cat, Management, Fashion, The Hamptons, Brahim Kerrit, Oughton, PackIt

NEW YORK, Oct. 20, 2022 /PRNewswire/ -- Tenth Avenue Holdings, LLC (TAH) has acquired Oughton, an equestrian-inspired leather goods and accessories lifestyle brand. Melissa Hubbard has been named CEO. Joel Citron, co-founder and co-CEO of TAH, made the announcement. TAH is a privately held, diversified holding company that operates and invests in founder-led businesses.

Key Points: 
  • NEW YORK, Oct. 20, 2022 /PRNewswire/ -- Tenth Avenue Holdings, LLC (TAH) has acquired Oughton, an equestrian-inspired leather goods and accessories lifestyle brand.
  • Oughton is a equestrian-inspired handcrafted luxury goods brand for riders and non-riders alike.
  • "Because of our resources in the equestrian lifestyle space and support from Tenth Avenue Holdings, we can take Oughton to the next level."
  • Oughton luxury goods become heirlooms that carry the patina of their ancestors' travels with pride.It is one of Tenth Avenue Holdings' family of privately held brands helmed by Melissa Hubbard, CEO.

Stylitics Appoints Renowned Industry Leader Karyn Schoenbart to Board of Directors

Retrieved on: 
Wednesday, October 12, 2022
Retail, Technology, Other Consumer, Women, Online Retail, Luxury, Other Retail, Discount, Variety, Men, Department Stores, Other Technology, Specialty, Software, Consumer, Fashion, Growth, Organization, Mentorship, Business, Arnold Schoenberg, University of Massachusetts Dartmouth, Woman, Technology, University, RILA, Association, CEO, The NPD Group, Advertising, Retail Industry Leaders Association, Chief executive officer, Algorithm, Management, Stylite, Walmart

Stylitics , the category leader in AI-powered automated visual merchandising and outfit styling, announced today that renowned retail expert Karyn Schoenbart has been appointed to its board of directors, effective immediately.

Key Points: 
  • Stylitics , the category leader in AI-powered automated visual merchandising and outfit styling, announced today that renowned retail expert Karyn Schoenbart has been appointed to its board of directors, effective immediately.
  • Karyn is a go-to expert for retail CEOs to help them make better business decisions, said Rohan Deuskar, Founder and CEO of Stylitics.
  • The former CEO of The NPD Group, Schoenbart is one of the worlds top consumer and retail thought leaders.
  • Schoenbart is a member of the board of directors of RILA, the Retail Industry Leaders Association.

Women in Defense - Greater Boston Chapter Announces 2022 Regional Scholarship Recipients

Retrieved on: 
Wednesday, September 7, 2022
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BOSTON, Sept. 07, 2022 (GLOBE NEWSWIRE) -- The Women in Defense - Greater Boston Chapter (WID-GBC) revealed the recipients of its 2022 annual regional scholarships.

Key Points: 
  • BOSTON, Sept. 07, 2022 (GLOBE NEWSWIRE) -- The Women in Defense - Greater Boston Chapter (WID-GBC) revealed the recipients of its 2022 annual regional scholarships.
  • The scholarships support women pursuing STEM and policy degrees with career interests in defense and national security.
  • Innovation Women , a speakers bureau for entrepreneurial, technical and professional women, also provided 5-year memberships for all the winners.
  • Women In Defense (WID), a National Defense Industrial Association (NDIA) Affiliate, engages, cultivates, and advances women in all aspects of national security.

Amy Ko Elevated to Fiduciary Trust International’s Regional Managing Director for Northern California

Retrieved on: 
Monday, June 27, 2022
Banking, Professional Services, Finance, Fiduciary Trust Company International, San Francisco Bay Area, Franklin Templeton Investments, Acquisition, LinkedIn, Head, Silicon, BEN, DE, Specialization, Marketing, Foundation, CFA, Growth, CFTA, Trust, Silicon Valley Bank, Lincoln, Financial adviser, MBA, Fiduciary trust, Technology, University, NYSE, CA, Strategic planning, Solution, Twitter, University of Massachusetts Dartmouth, Management, Financial services, Northeastern University, Animal, Facebook

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Amy Ko has been named regional managing director for Northern California.

Key Points: 
  • Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Amy Ko has been named regional managing director for Northern California.
  • Amy also proactively identifies and navigates through various tax planning challenges and opportunities for our clients, making her ideally suited to lead our team in Northern California, said Gene Todd, executive vice president and head of regional markets for Fiduciary Trust International, who had been acting as regional managing director for Northern California on an interim basis.
  • We look forward to working with Amy as she leads our ongoing growth here through deepening our relationships and delivering the full depth and value of Fiduciary Trust Internationals trust and investment management services.
  • Ms. Ko, who holds the Certified Trust and Financial Advisor (CFTA) designation, joined Fiduciary Trust International as San Mateo-based senior relationship manager and managing director in November 2020 .

Dark Horse CPAs Announce Hiring of Tim Whelan as Principal Accelerator

Retrieved on: 
Monday, June 20, 2022
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SAN DIEGO , June 20, 2022  /PRNewswire-PRWeb/ -- Dark Horse CPAs, a top accounting and tax firm serving small businesses and individuals across the nation, announces the hiring of Tim Whelan, CPA as an Accelerator in the firm's Principal Accelerator Program. Whelan's decade-plus experience with small businesses and high net worth individuals in the areas of tax and accounting with a focus on strategic advisory earned him a seat in Dark Horse's Principal Accelerator Program.

Key Points: 
  • Whelan Begins Principal Accelerator Program, establishes SMB Accounting and Tax Practice in San Diego, California
    SAN DIEGO, June 20, 2022 /PRNewswire-PRWeb/ -- Dark Horse CPAs, a top accounting and tax firm serving small businesses and individuals across the nation, announces the hiring of Tim Whelan, CPA as an Accelerator in the firm's Principal Accelerator Program.
  • From a long-term perspective, Tim noted, "the Dark Horse leadership team is very forward-thinking and unafraid to deviate from the ways that traditional firms operate.
  • The Dark Horse Principal Accelerator Program was created for entrepreneurially-minded CPAs that want to build a scalable book of business without the personal and financial sacrifices required of starting a firm from scratch.
  • Dark Horse CPAs provides integrated tax, accounting and CFO services to small businesses and individuals across the U.S.

Greenwood Adds Key Players to Leadership

Retrieved on: 
Wednesday, June 15, 2022
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Their technical expertise and motivation to make an impact perfectly aligns with the Greenwood mission," said Ryan Glover, Greenwood Co-Founder and Chairman.

Key Points: 
  • Their technical expertise and motivation to make an impact perfectly aligns with the Greenwood mission," said Ryan Glover, Greenwood Co-Founder and Chairman.
  • Marie comes to Greenwood from Moneylion, where she was vice president of marketing.
  • She is a marketing leader who has held marketing leadership positions at other fintech and technology companies including N26, Twitter, OpenTable, and Brother International.
  • Before joining Greenwood, Joe held leadership positions in Finance and Operations at Cardlytics, Inc.