Commercial banking
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Joe Nestlerode is a partner at Alpha FMC with over 28 years of industry experience in senior technology and business roles in the wealth management industry.
He has overseen large strategic engagements including M&A, advisor platform development, client portal design and development and capability optimizations across front-, middle- and back-office functions. Prior to joining Alpha FMC, he was a product and technology executive for the RIA, IBD and 1099 channels at Wells Fargo Advisors.
May 1 -
Garrett Oakley is a partner at Alpha FMC with nearly 15 years of experience in wealth and asset management.
Before joining Alpha FMC, he worked in the deal advisory and strategy practice at KPMG with a specialization in the retail wealth management space. Prior to that, he was financial advisor and held positions in fintech firms Betterment and LearnVest. He is a certified financial planner and a certified public accountant.
May 1 -
Following a volatile April, a few municipal bond analysts are optimistic about the near-term future.
May 1 -
The city, which faces a budget shortfall, would receive the lesser of 30% or $80 million of Harris County Toll Road Authority surplus toll revenue.
May 1 - May 1
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It's the latest in a series of legislative efforts to restore tax-exempt advance refunding of bonds.
May 1 -
Vasu Srinivasan is Genpact's global head of insurance claims, with over 21+ years of work experience in providing services to the P&C insurance industry. Genpact is a global advanced technology services and solutions firm helping over 300 insurers across the globe with digital transformation
May 1 -
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Falling financial dominoes started by a continuing resolution passed by Congress is leading to budget delays and the threat of a lawsuit by City Council as Washington prepares for a nearly $1.5 billion bond issuance.
May 1 -
April's volume was revised upward to $45.825 billion in 727 issues, up 2% from $44.945 billion in 707 issues in the same period in 2024, according to revised LSEG data.
May 1 -
Republicans balked at a national car registration fee to support the insolvent Highway Trust Fund.
May 1 -
State officials say the long-term infrastructure service contracts Sustainability Partners signs with municipalites should be legally treated as long-term debt.
May 1 -
The top 10 saw some changes, with Gilmore & Bell and Squire Patton Boggs entering the top 10, while Troutman Pepper Locke and Ballard Spahr were bumped.
May 1 -
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With more than a decade of experience in the digital and clinical health space, Kristen Larson specializes in cultivating positive, long-term client relationships that reach organizational goals. At Personify Health, she leads and develops a team that delivers experiences that build loyalty and guide program growth to drive peak performance, health outcomes, and healthcare cost impact. Kristen is a graduate of the University of Illinois, Urbana-Champaign.
April 30 -
The muni market is coming out of oversold conditions, said David Litvack, a tax-exempt strategist at BofA.
April 30
