Potomac Financial Group’s Todd Wike Recognized as an NFL Players Association Registered Financial Advisor
CALVERTON, Md., June 23, 2020 (Newswire.com) – Potomac Financial Group (PFG), a team of financial planning and wealth management advisors, announced today that Todd Wike, Managing Partner, Financial Advisor and CERTIFIED FINANCIAL PLANNERTM professional at Raymond James Financial Services has been formally recognized by the National Football…
Potomac Financial Group Introduces Jeremy S. Dvorak as a New Addition to Advisory Team
CALVERTON, Md., June 16, 2020 (Newswire.com) – Potomac Financial Group (PFG), a Maryland-based provider of premier financial planning and wealth management services, formally announced today the addition of Jeremy S. Dvorak, CFP®, CASL® to the company’s advisory team. Mr. Dvorak, a CERTIFIED FINANCIAL PLANNERTM professional,…
PPT Solutions Announces Casey Kostecka as Senior Vice President of Enterprise Solutions & Marketing
TULSA, Okla., May 18, 2020 (Newswire.com) – PPT Solutions, a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, formally announced today the addition of Casey Kostecka as Senior Vice President of Enterprise Solutions and Marketing. A veteran to the Contact Center and…
PPT Solutions Announces Kathryn Martin as New Vice President of Human Resources and General Counsel
TULSA, OKLAHOMA, April 1, 2020 – PPT Solutions, a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, formally announced today the addition of Kathryn L. Martin, JD, MBA, SPHR, SHRM-SCP as Vice President of Human Resources and General Counsel. Ms. Martin brings…
PPT Solutions Waives COVID-19 Rapid Response Implementation Assessment Fees
Measure designed to deliver immediate support for impacted businesses TULSA, Okla., March 27, 2020 (Newswire.com) – PPT Solutions, a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, announced this week it will be waiving its 60-minute assessment fees associated with implementation projects…
PPT Solutions Strengthens Executive Leadership Team
Appoints Rob Hornbuckle as Vice President of Cloud Solution Services TULSA, Okla., March 5, 2020 (Newswire.com) – PPT Solutions, a premier provider of client-centric, performance-based Customer Experience and Business Optimization Solutions, formally announced today the appointment of Rob Hornbuckle as Vice President of Cloud Solution…
Jack W. Kennedy III Receives Award of Appreciation From the Mount Laurel Schools’ Board of Education
WEST DEPTFORD, NJ, March 4, 2020 (Newswire.com) – Kennedy Investment Group (KIG), a premier financial services and investment company based in West Deptford, NJ, announced today President and CEO Jack W. Kennedy III was recently honored with an award of appreciation from the Mount Laurel Schools’…
Valliant Wealth Strategies’ Mary Ellen Valliant Named to Forbes’ List of Top Wealth Advisors
CHESTERTOWN, Md., March 4, 2020 (Newswire.com) – Valliant Wealth Strategies, a premier financial planning and wealth management team with offices in Chestertown and Grasonville, Maryland, announced today that founder and Managing Partner Mary Ellen Valliant was recently named to Forbes Magazine’s 2020 list of America’s Best-in-State Wealth…
For a 3rd Consecutive Year, CrossleyShear Wealth Management’s Evan Shear Named to Forbes’ 2020 List of Top Wealth Advisors
HEATHROW and MERRITT ISLAND, Fla., February 18, 2020 (Newswire.com) – CrossleyShear Wealth Management (CrossleyShear), a team of financial planning and wealth management advisors, announced today that founding partner of the practice and branch manager for Raymond James, Evan Shear, has been named to Forbes Magazine’s…
Kennedy Investment Group’s Jack W. Kennedy III Named to Forbes’ List of Top Wealth Advisors
WEST DEPTFORD, N.J., February 17, 2020 (Newswire.com) – Kennedy Investment Group (KIG), a premier financial services and investment company based in West Deptford, NJ, announced today President and CEO Jack W. Kennedy III has been named to Forbes Magazine’s 2020 prestigious list of America’s Best-in-State…