In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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Deckelman is a managing director running the global front-end financing and short-term interest rate desk, known as STIR. She oversees 34 people with responsibility for sales around the world.
July 29
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After a dozen years with the bank, Davis is now a managing director and senior relationship manager within PNC Bank's energy group, which ranks among the top revenue-generating businesses for the bank.
July 29
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Comfort began as a teller at Nevada State Bank, a subsidiary of Zions Bancorp. She's been promoted several times since then and is currently NSB's small business manager.
July 29
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Chuck is the director of commercial deposits, revenue and liquidity at Comerica in Dallas. Overall, she is responsible for the product team, commercialization for liquidity and revenue strategy.
July 29
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Bartlett joined BMO in 2007 as an analyst working with large diversified companies, and has stayed at the bank since in its Chicago office, now also supervising bankers in Toronto and New York.
July 29
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In a new survey of bank executives from IntraFi, 90% of respondents said instances of check fraud have increased in recent years and half want law enforcement to make check fraud a bigger priority to stop criminals from stealing checks in the mail.
July 29
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Rochelle Hodes is a principal in the Washington National Tax Office at Crowe. She has over 29 years of experience providing tax controversy and tax policy services.
July 26
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The store-branded credit card company revised its revenue guidance upward on the assumption that the CFPB's late-fee cap won't take effect before 2025. Still, Bread is moving ahead with plans to make up some of the revenue that it stands to lose from the contested rule.
July 26
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