Rob Kaplan’s role includes focusing on mentoring, leadership development, and the firm’s culture, working with people across all levels globally, to help further develop and advance their careers
The services will offer emerging funds and other large institutions the necessities to clear, custody, execute, and finance US equities and options
The deal is scheduled to complete in H2 2024, subject to regulatory notifications, approvals and other customary closing conditions
The updated interface allows for automation, and streamlines insurance accounting and reporting processes
The system aims to deliver advanced analytics as a RaaS solution
Josh Monroe will oversee global sales, account management, marketing, customer success, solution engineering, and partnerships
In her work, Emily Gordy handles a wide range of compliance and enforcement issues affecting broker-dealers, fintech companies, investment advisers and investment companies
The service involves the curation of fund holdings data including regulated fund disclosures