Cramer2018logo_ltblue_gray.png
  • Roundtables

    • Roundtable Data
  • RSVP

  • Order a Bank Directory

  • Order a FinTech Directory

  • Black Book of Charts

  • Contact Us

  • More

    Use tab to navigate through the menu items.
    0821JCAFinTechdirectorybutton2.jpg
    • All Posts
    • Products On the Move
    • People On the Move
    • Events Worth Noting
    • Programs on the Move
    • Companies On the Move
    Search
    Jack Cramer
    • Jun 24, 2019
    • 1 min

    Scott Smith leaves BMO Harris

    Scott Smith is leaving BHFA (BMO Harris Financial Advisors) as the Head of Product Management to pursue new opportunities.
    0 comments
    Jack Cramer
    • Jun 17, 2019
    • 1 min

    Chad Tope takes the reins at National Western Life

    Now that the Bruce Wallace and Joe Black era is over at NWL, Chad Tope has arrived and will take over distribution at National Western...
    0 comments
    Jack Cramer
    • Jun 12, 2019
    • 1 min

    Paul Haines leaves Bank of Oklahoma

    Paul Haines has decided to leave his leadership role at BOK Financial Advisors to take on the Program Director role at Atlantic Union...
    0 comments
    Jack Cramer
    • May 20, 2019
    • 1 min

    Pete Dunlap announced as Interim President at Citizens Securities

    Pete Dunlap announced as Interim President at Citizens Securities
    0 comments
    Jack Cramer
    • May 15, 2019
    • 1 min

    The President of Citizens Securities leaves

    Kevin Martin departs the Presidency role at Citizens Securities.
    0 comments
    Jack Cramer
    • Apr 26, 2019
    • 1 min

    Axio buys Navian

    It’s almost official but word is that Axio is buying Navian. This move gives Axio exposure and expertise in the bank channel. The...
    0 comments
    Jack Cramer
    • Apr 6, 2019
    • 1 min

    PNC has first $100m quarter

    PNC Investments had it’s first $100m quarter. Congratulations to Rich Guerrini, President, and Rob Santillo, Head of Product, for...
    0 comments
    Jack Cramer
    • Mar 14, 2019
    • 1 min

    Rick Bellacero is ready for his next challenge

    After 10+ years leading the sales efforts as NSM at NYCB's investment program, Rick now has the opportunity to take his talents and track...
    0 comments
    Jack Cramer
    • Mar 14, 2019
    • 1 min

    NYCB shifts to a Managed Program with LPL

    After 10+ years with LPL, New York Community Bank (NYCB) is migrating from a Hybrid Program to a Managed Program where the 34 Advisors,...
    0 comments
    Jack Cramer
    • Mar 12, 2019
    • 1 min

    April 11 - Life Insurance Roundtable

    Got a great group coming. Hope you can join us!!!
    0 comments
    BISA
    Jack Cramer
    • Mar 12, 2019
    • 1 min

    BISA

    It was great to see old friends and make new ones at BISA last week!
    0 comments
    Thank you to all who attended the Managed Money Roundtable
    Jack Cramer
    • Jul 17, 2018
    • 1 min

    Thank you to all who attended the Managed Money Roundtable

    Great conversations and networking with top notch industry colleagues.
    0 comments

    © 2022 Cramer + Associates