Commercial banking

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  • Robert Walde

    Robert Walde is a Senior Software Engineering Manager at Clearwater Analytics, bringing over 30 years of experience in software and platform technologies. In his current role as Senior Software Development Manager, he leads two software development teams focused on Regulatory and Accounting technology platforms.

    October 3
  • Sabrina Wilson

    Sabrina Wilson is a Global Regulatory Policy Expert, and serves as a subject matter expert for regulatory filings at Clearwater Analytics. In this role, she works with internal teams for the ongoing enhancement of NAIC reports. Sabrina has over 20 years' of statutory accounting and reporting experience and uses her background to communicate industry best practices and comment on regulatory guidance and procedures.

    October 3
  • Steve A. Rosenthal, CEO of Triton Benefits & HR Solutions stands as one of the most widely recognized leaders  in the employee benefits and human resource industry. With a career marked by visionary leadership and  groundbreaking innovation, Steve has consistently been at the forefront of HR and employee benefits solutions,  shaping the way businesses manage their most valuable assets — people.

    October 2
  • T-Mobile is broadly syndicating $500 million of securities, and the total size of the securitization is $561.34 million.

    October 2
  • Marine and recreational vehicles account for 64.7% of the pool, with home improvement accounting for the rest. The A, B, C and D notes benefit from total initial hard credit enhancement levels of 37.7%, 27.2%, 17.5% and 7.5%, respectively.

    October 2
  • Mark Tabak Wealth Think.png

    Mark Tabak is a health care visionary and investor with over 30 years of experience as past chairman and CEO of MultiPlan and a number of other firms in the health care sector.

    He regularly advises CEOs and health care ventures and funds on industry analyses and trends. He is an investor and partner in his beloved New York Yankees.

    October 2
  • The bonds exist with several redemption provisions, including the first maturity date, a special redemption option from excess revenues, and a special mandatory redemption from excess revenues.

    October 2
  • todd_cooper_-_tifin_ag.jpg

    Todd Cooper is the chief revenue officer at TIFIN AG, where he leads business development and enterprise partnerships to help wealth managers accelerate growth using AI-driven solutions.

    With over two decades of experience in senior sales leadership roles at LPL Financial, Envestnet and Prudential, his expertise spans building comprehensive wealth platforms, securing key partnerships and launching successful financial products. He is a certified investment management analyst (CIMA).

    October 2
  • Paola Accettola is the CEO & principal consultant, True North HR.

    October 1
  • Lisa Cook

    Federal Reserve Gov. Lisa Cook called for weighing the costs and benefits of artificial intelligence, and flagged bias and fraud as areas of concern.

    October 1
  • FHFA seal

    The Federal Housing Finance Agency has proposed a change to capital rules on interest-bearing deposit accounts that would increase the Federal Home Loan Banks' flexibility to manage liquidity during times of stress.

    October 1
  • FS grew its CLO business and now manages four CLOs totaling $1.4 billion. The manager's risk-averse growth avoids complications that are still unfolding liability management exercises.

    October 1
  • This is the inaugural deal from Cherry Technology, formerly known as Mason Finance. Its capital structure includes a 24-month revolving period and a strong contingent of credit enhancements.

    October 1
  • David Stinnett is principal, head of strategic retirement consulting at Vanguard.

    September 30
  • haack-peter-morgan-stanley.jpg

    Peter J. Haack, CFP, CIMA, is senior vice president/financial advisor of The Stanek-Haack Group of Morgan Stanley. Reach him at (847) 260-9533 or peter.haack@morganstanley.com.

    September 30
  • Powell

    Federal Reserve chair Jerome Powell flagged a recent upward revision to income and savings data as a sign of economic strength. He said the information could factor into the central bank's monetary policy discourse during the Fed's next interest rate meeting in November.

    September 30
  • David Politziner is a partner at Eisner Advisory Group LLC.

    September 30
  • Tamas Kadar is the CEO and co-founder, SEON.

    September 30
  • All the three senior class A notes benefit from 60.95% in total initial hard credit enhancement. A reserve fund representing 1.00% of the total balance helps provide the credit enhancement to the notes.

    September 30
  • Alex Smith imanage

    Alex is the Global Product Management Lead for iManage RAVN. He has over 20 years of experience in product management and service design, including new and emerging technologies such as artificial intelligence, semantic search and linked data, as well as content management. Prior to iManage, Alex has held positions at Reed Smith LLP and LexisNexis UK.

    September 30