Commercial banking

David Peters is the Director of Underwriting Strategy at Bestow, where he leads innovation in risk assessment for life insurance. Previously, he worked at a major life insurance carrier, focusing on analytics and automation. He holds multiple designations, including FALU, FLMI, AIRC, and ARA. David has a Master's degree in Behavioral and Economic Science from the University of Warwick and a Bachelor's degree in Economics from the University of Nottingham. He currently resides in Virginia with his three sons.

The city council voted unanimously to hold a special election on an 11-part GO bond proposition, which will be the largest in the city's history.

Karl Roessner is CEO of Vestmark, a wealth management software and service provider.

Prior to joining Vestmark, he served as CEO of Lefteris Acquisition Corporation, a special purpose acquisition company focused on the fintech arena. Previously, he served as the CEO and a member of the Board of Directors of E*Trade.

With big state incentives and tariff protection, a United Arab Emirates-based aluminum producer has pledged to build the first new U.S. smelter in decades.

The hires "will help us further deepen our relationships," said the firm's head of public finance.

Daily report for July 15, 2025

As the Global People Leader at Rocket Lawyer, Megan leads the talent philosophy and strategy for a company that provides online legal services and documents to millions of users around the world. With over 16 years of experience in the HR field, Megan has a passion for building high-performance cultures that support the company's mission to make access to justice affordable and simple. Megan's core competencies include talent strategy, rewards and recognition, HR operations, talent development, and leadership development.

"The muni market seemed to ignore Treasuries [last] week, marching to its own beat," said Birch Creek strategists.

Executive Director Gene Seroka said the port's downstream prospects are unclear as it deals with the "tariff whipsaw effect" from the Trump administration.

"We supported the approved rule change and are extremely disappointed that the MSRB is now proposing to halt the progress it had been making toward full and complete transparency in the municipal securities market," Dimensional Fund Advisors officials said in a letter.

Gulzar Singh is a U.K.-based global banking and digital transformation leader with 30+ years of experience in leadership roles at international banks across the U.K. and India. He holds a Ph.D., an MBA and has completed executive education at MIT.

The House Appropriations Committee kicks things off with markups of three infrastructure-related funding bills this week, including transportation.

Jessica Jones-Langford is the group accounting manager at Ximplifi, where she leads a QuickBooks accounting team. With over a decade of experience in nonprofit and corporate accounting, she brings a strategic mindset to designing scalable workflows, optimizing financial operations, and delivering accurate reporting tailored to each client's needs. She also plays a key role in driving onboarding, overseeing daily operations and continuously refining team workflows to maintain high service standards.

Jatin Narang is the CEO of Verito, an accounting-focused cloud and IT services provider.

Tim Ruby has joined Wells Fargo as its healthcare, higher education and not-for-profit division executive. He will be based in Chicago.

The top issuers for the first half of 2025 put out a combined 89 issuances amounting to more than $39 billion in par value.

New York City lawmakers spent big on social services. But the budget still leaves the city exposed to cuts by the Trump administration and congressional GOP. 

Daily report for July 14, 2025