CoreCap Investments Senior Vice President and Chief Compliance Officer, Judith Villarreal, has been elected Vice President of Association of Insurance Compliance Professionals (AICP) Midwest Chapter. The Association of Insurance Compliance Professionals serves the insurance compliance community by promoting relationships, exchanging information, and providing learning opportunities within a dynamic regulatory environment. Villarreal has spent over three… Read more »
In the spirit of community, Cane Bay Partners VI, LLLP, has launched Cane Bay Cares, a $1 million fundraising campaign in partnership with the Community Foundation of the Virgin Islands to help bring much needed relief and jumpstart rebuilding efforts on the island of St. Croix, which was ravaged by two hurricanes in September. “St…. Read more »
The Pacific Northwest has a new expert resource for investment and wealth management. Today, Avalon Trust announced the opening of its new Portland office–and welcomes Senior Vice President and Portland Office Director Charlie Dobson to its team. Independent and employee-owned, Avalon, based in Santa Fe, NM, manages more than $1 Billion in assets. The company’s… Read more »
The recent price explosion of Bitcoin has left many would be investors behind, wishing they had purchased when it was in its early, affordable years. Now, a new cryptocurrency that offers many of the same benefits as bitcoin, has captured the attention of investors looking to get in on the ground floor of the next… Read more »
Maxxlife Financial Inc. is a brokerage that has been providing insurance to fit its clients’ needs since 2014.The brokerage will source several providers to find the best products and most competitive rates for its customers. “Our staff is highly knowledgeable and will take time to listen to your needs,” says owner ManojVohra. “We want to… Read more »
