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22.09.26 - 15:06
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Mercer Advisors Appoints Cynthia Loh as Chief Platform Officer (Business Wire)
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Former Goldman Sachs and Charles Schwab executive brings deep platform and technology expertise to scale firm's integrated advice modelDENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the appointment of Cynthia Loh as Chief Platform Officer (CPO), a new executive role responsible for the operating platform that anchors Mercer Advisors' client and advisor experience. The role is instrumental in the company's mission to help families across the wealth spectrum achieve Economic Freedom™ and in its position as the destination of choice for leading fiduciary talent.
Loh will join the partnership's executive leadership team, and will lead a nationwide platform team spanning technology, digital product, design and operations. “Cynthia has spent her career at the intersection of advice, product and technology, building platforms that reach millions of investors without sacrificing the human rela...
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18.09.26 - 00:24
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Stocks Rally as Yields Fall After the Fed Rate Hike (Bloomberg)
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are UBS US Rates Strategy Head Phoebe White, Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, Musician & FYI.AI Founder & CEO will.i.am, BNY Investments Chief Economist Vincent Reinhart, Charles Schwab Chief Investment Strategist Liz Ann Sonders, California Attorney General Rob Bonta, Macerich President & CEO Jack Hsieh, LuxExperience CEO Michael Kliger, & Jeni's Splendid Ice Creams Founder Jeni Britton. (Source: Bloomberg)...
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17.09.26 - 13:06
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Kueski Appoints Jordan Olivier as CFO to Strengthen Its Financial Leadership (Business Wire)
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The executive brings more than 25 years of experience in finance, with a career spanning Charles Schwab, LendingClub, among others
MEXICO CITY--(BUSINESS WIRE)--Kueski announced the appointment of Jordan Olivier as Chief Financial Officer (CFO), adding to its leadership team an executive with more than 25 years of experience across fintech, specialty finance, marketplace lending, securities brokerage, asset management and banking.
Olivier will lead Kueski's financial strategy as the company continues scaling Kueski Pay and expanding access to digital credit in Mexico. His background includes capital and debt facility management, financial and business planning, capital raising, unit economics, product profitability, pricing, transaction modeling and due diligence.
“Jordan has spent his career building finance functions for lending businesses at multiple stages. As we keep scaling Kueski, diversify our products and continue expanding access to credit in Mexico, having someone with his depth in capital m...
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26.08.26 - 14:06
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Charles Schwab Foundation Puts Employees Nationwide in Charge of $1 Million in Community Grants (Business Wire)
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Employee-led initiative awards grants to 84 nonprofits as voting program expands to Schwab's entire U.S. employee base
Key Takeaways:
Charles Schwab Foundation awarded a total of $1 million to 84 nonprofits supporting human services, animal welfare, health and medical needs, housing and hunger relief, among other causes.
Employees across all Schwab employment centers nominated and voted for grant recipients, with an average grant of approximately $12,000.
The Employee Choice Grants program empowers employees to help direct charitable giving to organizations making a difference in the communities where they live and work.
WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab Foundation has expanded its Employee Choice Grants program nationwide, empowering employees across the company to direct a total of $1 million in grants to 84 nonprofit organizations serving their local communities. The expansion generated the highest number of participating employees since the program was piloted in 2024 and gives more em...
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