The mortgage industry's digital transformation is revolutionizing the home buying experience and upending the status quo for lenders and servicers. The Digital Mortgage Conference is the premiere event exclusively dedicated to these developments, bringing over 1,500 professionals to Las Vegas on Sept. 17-18 for keynote speakers, panels and the main attraction: live product demos showcasing the latest mortgage innovations.
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Joel is Senior Director, P&C Demand for MediaAlpha, the leading customer acquisition platform in the insurance industry. In this role, Joel leads the client-facing team that works with P&C advertisers to profitably acquire customers at scale, ensuring campaigns are highly efficient and meet client objectives.
Prior to joining MediaAlpha, Joel spent six years with Liberty Mutual, most recently as Senior Director, Marketing. Joel holds an MBA and an MS in Information Systems from Boston University.
March 3
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Deutsche Bank is conducting an internal probe into the extent to which staff used private messaging channels such as WhatsApp, amid a crackdown from U.S. regulators on banks that fail to store business-related communication.
March 3
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Citigroup said it’s helping some of its workers in Ukraine seek refuge in Poland and sending advances on pay to help them contend with the Russian invasion.
March 3
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Toronto-Dominion Bank, which earlier this week announced a $13.4 billion acquisition to expand in the U.S., got a lift from loan growth at home.
March 3
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Visa has suspended access for certain clients as it works to comply with sanctions imposed after Russia’s invasion of Ukraine.
March 3
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At the bank’s investor day, CEO Jane Fraser and other top executives outlined where they are investing, how they are reorganizing and what it will all cost.
March 2
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John Mackowiak is chief business development officer at Advyzon, a cloud-based platform that combines portfolio management, customizable performance reporting, trading and rebalancing, client web portals, client relationship management (CRM), client billing, and document storage.
John leads the sales and service effort and contributes to development of the Advyzon platform. Prior to working at Advyzon, he spent 12 years at Morningstar, most recently as product manager for Morningstar Office.
March 2
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The credit union had been in the custody of the National Credit Union Administration since June 2020 to address concerns of unsafe and unsound business practices.
March 2 -
Ben Siewert joined International Planning Alliance in November 2019 after a 12-year career as an audit and accounting professional with KPMG, The Siegfried Group and JP Morgan Chase. He holds his CPA as well as his Bachelor of Science in Accounting from Penn State University.
Siewert focuses his practice on working with families, as well as fellow mid-career professionals. He enjoys explaining financial concepts and decisions to his clients using the athletic principles he has learned over the course of 30 years as an amateur athlete. Every athlete works with a coach to enhance their strengths and improve their weaknesses — finances deserve the same care.
March 2
