Investment Banking Exam

Dominari Securities LLC Expands Investment Banking Practice with Appointment of Experienced Financial Executive

Retrieved on:

Tuesday, March 12, 2024

NEW YORK, March 12, 2024 /PRNewswire/ -- Dominari Holdings Inc. (Nasdaq: DOMH) (the "Company") today announced its wholly-owned subsidiary, Dominari Securities LLC, has appointed Dr. Cosme Ordoñez to the role of Head of Investment Banking, Investment Banking Principal and bolstering the firm's coverage in the healthcare sector.

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Mr. Kyle Wool, CEO of Dominari Securities LLC, commented, "We are thrilled to welcome Cosme to the firm to head up our investment banking practice.
Securities Brokerage and Registered Investment Adviser Services are offered through Dominari Securities LLC, a Member of FINRA, MSRB and SIPC.
You can check the background of Dominari Securities and its registered investment professionals and review its SEC Form CRS on FINRA's BrokerCheck site at https://brokercheck.finra.org .
Information for Dominari Securities LLC and its registered investment professionals as well as its SEC Form CRS may also be found on FINRA's BrokerCheck site.

Old National Names Thurston as Corporate Banking Executive

Retrieved on:

Tuesday, February 13, 2024

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EVANSVILLE, Ind., Feb. 13, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: ONB) – Old National Bank, a wholly-owned banking subsidiary of Old National Bancorp (“Old National”), has announced the appointment of John C. Thurston as Corporate Banking Executive and Senior Vice President of Corporate Banking.

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EVANSVILLE, Ind., Feb. 13, 2024 (GLOBE NEWSWIRE) -- (NASDAQ: ONB) – Old National Bank, a wholly-owned banking subsidiary of Old National Bancorp (“Old National”), has announced the appointment of John C. Thurston as Corporate Banking Executive and Senior Vice President of Corporate Banking.
In his new role, Thurston will be responsible for leading and overseeing teams within Old National’s Corporate Banking business segment with a focus on developing and executing strategic initiatives, driving new business, and fostering existing relationships with corporate clients.
"We are excited to welcome John Thurston to Old National Bank," said David Knapp, President of Corporate Banking.
"I am thrilled to join the team and be a part of the growth story at Old National Bank,” Thurston said.

Stephen C. Tardio Joins Dresner Partners as Managing Director

Retrieved on:

Monday, May 8, 2023

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CHICAGO, May 08, 2023 (GLOBE NEWSWIRE) -- Dresner Partners, an award-winning, FINRA-registered middle-market investment bank and Mergers Alliance member firm, is pleased to announce that Stephen C. Tardio has joined the firm as Managing Director.

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CHICAGO, May 08, 2023 (GLOBE NEWSWIRE) -- Dresner Partners, an award-winning, FINRA-registered middle-market investment bank and Mergers Alliance member firm, is pleased to announce that Stephen C. Tardio has joined the firm as Managing Director.
Prior to joining Dresner Partners, Mr. Tardio served as Managing Director and Head of the Consumer Industry Practice for EdgePoint Capital in Cleveland, Ohio.
Previously, Mr. Tardio also served as President of HT Capital Securities in New York, and Managing Director and Head of the Cleveland and Chicago offices, as well as Director in New York for HT Capital Advisors.
Commenting on hiring of Mr. Tardio, Steven M. Dresner, President of Dresner Partners said, “We are very pleased to welcome Stephen Tardio to the firm.

M&T Bank Names Sam Bluso as Head of Institutional Real Estate

Retrieved on:

Monday, November 21, 2022

BUFFALO, N.Y., Nov. 21, 2022 /PRNewswire/ -- M&T Bank ("M&T") (NYSE: MTB) has appointed Sam Bluso to lead the bank's new Institutional Real Estate Group focused on expanding M&T's corporate real estate business. As Head of Institutional Real Estate for M&T, Bluso will rely on his 25 years in the real estate capital markets and institutional business to deliver lending and capital markets solutions to Real Estate Investment Trust (REIT) and Investment Real Estate Fund clients.

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BUFFALO, N.Y., Nov. 21, 2022 /PRNewswire/ -- M&T Bank ("M&T") (NYSE: MTB) has appointed Sam Bluso to lead the bank's new Institutional Real Estate Group focused on expanding M&T's corporate real estate business.
As Head of Institutional Real Estate for M&T, Bluso will rely on his 25 years in the real estate capital markets and institutional business to deliver lending and capital markets solutions to Real Estate Investment Trust (REIT) and Investment Real Estate Fund clients.
The new Institutional Real Estate Group will focus on managing corporate and institutional real estate relationships and will complement M&T's existing Institutional Commercial Real Estate Capital Markets team led by Matt Orrino , managing director, within the Investment Bank.Orrino joined the bank earlier this year to expand its Institutional CRE Capital Markets solutions for new and existing customer bases.
Previously, Bluso served as a Managing Director in the Debt Capital Markets group at Citizens Bank, where he supported the Bank's REIT team in its capital market origination.

PKF Investment Banking Welcomes Daniel Potton

Retrieved on:

Friday, November 18, 2022

WOODCLIFF LAKE, N.J., Nov. 18, 2022 /PRNewswire-PRWeb/ -- PKF Investment Banking (PKFIB), the investment banking affiliate of PKF O'Connor Davies, LLP, one of the nation's largest accounting, tax and advisory firms, today announced the hiring of Daniel Potton as Director. Potton joins the team's New York City office as a trained engineer with nearly a decade of experience in investment banking and corporate development. His hiring allows the team to expand its breadth of industry expertise across a variety of industrial, manufacturing and distribution verticals. Specifically, his expertise includes chemicals, automotive/electric vehicles, industrial services, engineering and construction, building products, and aerospace and defense.

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WOODCLIFF LAKE, N.J., Nov. 18, 2022 /PRNewswire-PRWeb/ -- PKF Investment Banking (PKFIB), the investment banking affiliate of PKF O'Connor Davies, LLP, one of the nation's largest accounting, tax and advisory firms, today announced the hiring of Daniel Potton as Director.
Potton joins the team's New York City office as a trained engineer with nearly a decade of experience in investment banking and corporate development.
PKF O'Connor Davies Capital LLC (DBA PKF Investment Banking) is the investment banking affiliate of PKF O'Connor Davies.
PKF Investment Banking provides guidance through every step of the process and brings the expertise to enhance certainty to close while always staying focused on maximizing the value derived from the transaction.

Melanie McFaddin with Wiley Bros – Aintree Capital, LLC Represents iBridge Solutions

Retrieved on:

Tuesday, August 16, 2022

Melanie McFaddin of Wiley Bros Aintree Capital, LLC is pleased to announce representation of iBridge Solutions, LLC (iBridge) in its acquisition by CSI IT, LLC (Consulting Solutions), a portfolio company of White Wolf Capital.

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Melanie McFaddin of Wiley Bros Aintree Capital, LLC is pleased to announce representation of iBridge Solutions, LLC (iBridge) in its acquisition by CSI IT, LLC (Consulting Solutions), a portfolio company of White Wolf Capital.
Consulting Solutions is a nationally recognized leader in the technology solutions and services based in Jacksonville, FL.
We are grateful for the guidance and support Melanie and the Wiley Bros. - Aintree Capital team provided over the last 12 months.
About Melanie McFaddin and Wiley Bros. Aintree Capital, LLC
Wiley Bros.- Aintree Capital, LLC, is a 75-year-old firm located in Nashville, TN.

AIkido Pharma Inc. Appoints New Director, Soo Yu

Retrieved on:

Friday, June 10, 2022

NEW YORK, June 10, 2022 /PRNewswire/ -- AIkido Pharma Inc. (Nasdaq: AIKI) ("AIkido" or the "Company") today announced the appointment of Ms. Soo Yu, as a director of the Company.

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NEW YORK, June 10, 2022 /PRNewswire/ --AIkido Pharma Inc. (Nasdaq: AIKI) ("AIkido" or the "Company") today announcedthe appointment of Ms. Soo Yu, as a director of the Company.
The Company strongly believes in diversity and Ms. Yu is an exceptional candidate that also satisfies the new NASDAQ rule.
A naturalized U.S. citizen originally from South Korea, Soo brings significant expertise in Asian markets and expansive global reach through her connectivity with international contacts.
AIkido Pharma Inc. was initially formed in 1967 and is a biotechnology Company with a diverse portfolio of small-molecule anticancer and antiviral therapeutics.

Crewe Investment Bank Hires New Head of Debt Capital Markets

Retrieved on:

Wednesday, March 2, 2022

Crewe s Investment Bank (Crewe) has added two experienced executives to its ranks, enhancing the firms expertise and service offerings.

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Crewe s Investment Bank (Crewe) has added two experienced executives to its ranks, enhancing the firms expertise and service offerings.
With 25 years of industry experience, Edwards takes on the role of managing director, head of debt capital markets.
His background in deal structuring and restructuring, as well as negotiating and syndication, strengthens Crewes holistic client experience that meets needs across the capital markets spectrum.
Crewes capital markets team offers a full-service solution for clients needing to raise capital, including debt and equity, restructuring, management buyouts, dividend recaps, leveraged buyouts and other types of M&A.

Securities Training Corporation Launches Continuing Education Programs for Investment Adviser Representatives To Meet New Industry Requirements

Retrieved on:

Thursday, December 9, 2021

Securities Training Corporation (STC), the market leader in securities training, announced today that the company has been named as one of a select few approved providers of Investment Adviser Representative Continuing Education (IAR CE).

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Securities Training Corporation (STC), the market leader in securities training, announced today that the company has been named as one of a select few approved providers of Investment Adviser Representative Continuing Education (IAR CE).
The 2020 model rule, which has both a Products and Practices component and an Ethics and Professional Responsibility component, is intended to be compatible with other existing continuing education programs.
As the only provider of exam prep for every FINRA exam as well as Firm Element continuing education, STC is uniquely positioned to excel at educating investment advisor reps, said Todd Rosenfeld, Chief Learning Officer at Securities Training Corporation.
For more information on STCs continuing education programs for Investment Adviser Representatives, visit https://stcusa.com/iar/ .

Securities Training Corporation Launches CFA and FRM Licensing Exam Training

Retrieved on:

Monday, December 6, 2021

Securities Training Corporation (STC), the market leader in securities training, today announced that the company is launching Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) licensing exam training, starting with Level 1 of the CFA prep available immediately.

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Securities Training Corporation (STC), the market leader in securities training, today announced that the company is launching Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) licensing exam training, starting with Level 1 of the CFA prep available immediately.
According to the CFA Institutes website, only twenty-five percent of applicants passed the CFA Level I exam administered in May 2021, the lowest since testing began in 1963.
With over fifty years of experience in setting the standard of training for all FINRA exams, we are excited to add preparation for CFA and FRM certification to our offerings, said Ed Clark, President of Securities Training Corporation.
STC exam prep learning modules for Level 1 of the CFA exam include a three-thousand Question Bank and mock exams with more than 150 exam-style questions covering each LOS that replicate the difficulty of the actual CFA exam.