Rodriguez joins HarbourVest from Goldman Sachs where he was most recently a managing director and head of RIA custody operations and client experience Prior to this role, he was head of the company’s ...

The transformation relied on a three-pronged strategy: operational efficiency, client experience, and scalability. Krupowicz ...

AKRON, Ohio--(BUSINESS WIRE)--Drips, the founders of Conversational Texting ®, today announced Casey Sylvia has joined the company as Vice President of Client Operations and will focus on client ...

LONDON--(BUSINESS WIRE)--Michael Newton, Head of Institutional Client Operations, will move to Luxembourg to support the growth of the Fund Services team, as the firm cements its position as a global ...

FIA Tech, a futures industry technology provider, and eClerx, a provider of business process management, have launched an integrated global client operations team to monitor trades and allocations ...

When it comes to the term "advisory business operations," there are probably a thousand ideas racing through financial advisors' minds. Does this include the front office and client-facing activities?

Sightview, the only electronic health record and practice management partner focused solely on eyecare, has appointed Melissa Wright, MHA, PRS, CPhT, as vice president of client operations and Casi ...

Sept 7 (Reuters) - RBC Wealth Management said it brought back a former executive to lead its business owners and entrepreneurs client operations. The firm appointed John Younger managing director of ...