Press Release
AdvicePay Promotes Kelsey Lewis to President
–News Direct–
AdvicePay, the industry-leading platform for processing payments and overseeing compliance of fee-for-service financial planning, announced today that it has appointed Kelsey Lewis as President, promoting the former Head of Customer Success to the No. 2 position at the company, where she will closely collaborate with founder and CEO Alan Moore to execute on his vision.
Lewis joined AdvicePay in December of 2021 as the firms first Head of Customer Success and helped build the team and systems that ensure AdvicePay is delivering on its promises to customers. In that role, Lewis worked with many of the industrys largest RIAs and broker-dealers, overseeing customer success and support efforts, including onboarding, relationship management, and solutions consulting. Her efforts helped AdvicePay achieve a 36% increase in transaction volume while maintaining a 100% enterprise customer retention rate.
After conducting a thorough search that included internal and external candidates, the board unanimously agreed that Kelsey is the right person to help lead this company into the future, Moore said. Kelsey has been a key contributor to AdvicePays leadership team, and this promotion reflects her commitment to our customers and her passion for furthering AdvicePays strong culture and mission. I look forward to working with her to create a blueprint for delivering on our ambitious growth strategy as industry and consumer demand for fee-for-service planning continues to grow over the next several years.
In her new President role, Lewis will serve as an Integrator, overseeing day-to-day company management and ensuring all departments are working closely to execute on the strategic goals of the company. She will also serve as the highest point of escalation for customers.
I am incredibly, deeply honored to take on this new role at AdvicePay, a company whose core values resonate deeply with me. Lewis said. Having spent most of my career in a customer-facing role, I am acutely aware of their needs and priorities. We are serving more advisory firms than ever, and by elevating me to this important leadership position from being Head of Customer Success, AdvicePay and its Board are demonstrating their customer-centric focus and commitment at the highest level. I am committed to nurturing the collaborative and people-first culture of AdvicePay as we continue to grow.
Before joining AdvicePay, Lewis held positions as the Director of Operations at a consumer goods company, and before that, was the Director of Client Experience at a learning management software company. Lewis earned her MBA from the University of Utah David Eccles School of Business. She graduated with a Bachelor of Science degree in marketing from Westminster University.
About AdvicePay
Established by well-known financial advisors Michael Kitces and Alan Moore, AdvicePay is the industry-leading platform for overseeing the compliance, delivery, and payment processing of fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform.
Contact Details
Shannon Beck
+1 406-412-2047
Company Website
View source version on newsdirect.com: https://newsdirect.com/news/advicepay-promotes-kelsey-lewis-to-president-287689155
AdvicePay
COMTEX_452055542/2655/2024-05-08T06:00:25
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Storm Pro Solution: Empowering Communities with Expert Storm Restoration and Future Growth
Storm Pro solution, a leading provider of storm restoration, roofing replacements, and water damage restoration, is dedicated to serving residential and commercial property owners in Asheville, NC, and surrounding areas. With a commitment to expert craftsmanship, cost-effective solutions, and outstanding customer care, Storm Pro Solution ensures properties regain their safety and integrity after storm or water-related damage.
The company specializes in helping communities recover from the devastating effects of severe weather events by providing top-tier restoration services tailored to individual needs. From roof repairs to comprehensive property restoration and water damage restoration, Storm Pro Solution has earned the loyalty of clients through its unwavering dedication to quality and transparency.
At Storm Pro Solution, we understand that restoring homes and businesses after a storm is about more than just repairing structures; it’s about rebuilding lives and communities, said Chad Neal one of the trusted leaders at Storm Pro Solution. “Our team is deeply committed to delivering results that exceed expectations while maintaining the highest standards of professionalism and integrity.
Expanding Horizons: A Strategic Vision for 2025
As part of its growth strategy, Storm Pro Solution is set to expand its operations in 2025. This expansion will enable the company to serve more communities, create additional job opportunities, and solidify its position as an industry leader. To support this ambitious growth plan, the company is preparing a Private Placement Memorandum (PPM) that will offer equity and debt investment opportunities to strategic partners. We believe in the power of partnerships to drive growth and innovation, added Chad Neal. “Our upcoming funding initiative will allow us to bring in like-minded investors who share our vision of delivering exceptional restoration services while making a meaningful impact on the communities we serve.”
Why Storm Pro Solution is a Strong Investment
- Proven Expertise: Years of hands-on experience in storm restoration and property repairs.
- Unmatched Customer Care: A reputation for delivering personalized service with a focus on quality and reliability.
- Market Potential: Increasing demand for restoration services due to unpredictable weather patterns.
- Growth-Oriented Vision: A clear roadmap for scaling operations and increasing market share.
About Storm Pro Solution
At Storm Pro Solution, we are dedicated to providing top-quality roofing replacements and damage restoration services for both residential and commercial properties. With a blend of expert craftsmanship, superior materials, and affordable pricing, we deliver dependable solutions that safeguard your home or business from the elements. the company has established a reputation for trust, quality, and customer satisfaction. With plans for significant expansion and investment opportunities on the horizon, Storm Pro Solution is poised for an exciting future.
For more information about Storm Pro Solution, its services, and its growth plans, visit the company’s official website at www.stormprosolution.com. Stay updated on the latest developments and explore how you can become part of this exciting journey.
Contact Details
Company name: Storm pro Solution
Website link: www.stormprosolution.com
Contact Email: sales@stormprosolution.com
Country: United States
City: Asheville, NC
Contact person name: Chad Neal
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Optcoin Exchange: Building the World’s Safest Trading Environment with U.S. MSB Certification and UK Company Registration
New York, December 26th, 2024 – In the ever-evolving fintech and cryptocurrency sectors, security and compliance remain top concerns for investors. Optcoin Exchange has long established itself as a trusted platform by leveraging its U.S. Money Services Business (MSB) certification, issued by the Financial Crimes Enforcement Network (FinCEN), and its UK company registration, providing a strong foundation for investor confidence.
Global Compliance Standards to Ensure Peace of Mind
The U.S. MSB certification represents the gold standard in financial service compliance, requiring platforms to maintain robust Anti-Money Laundering (AML) and Know Your Customer (KYC) capabilities. Meanwhile, the UK company registration underscores Optcoin Exchange’s status as a globally recognized and legitimate business entity. These authoritative credentials not only highlight the exchange’s excellence in regulatory adherence but also reinforce investor trust in the platform.
“We understand that security and trust are the cornerstones of any exchange’s operations,” said Thomas Miller, Spokesperson of Optcoin Exchange. “As a platform with dual certifications from the U.S. and UK, we are committed to delivering the highest level of fund and data protection to our users.”
The Preferred Platform for Investors
Thanks to its unwavering commitment to stringent international compliance standards, Optcoin Exchange serves a diverse clientele, including individual investors, high-net-worth clients, and institutional players. With a solid compliance foundation, the platform ensures industry-leading safeguards for users, covering fund security, data privacy, and transactional transparency.
Innovation and Steady Growth
Beyond compliance, Optcoin Exchange integrates technological innovation with user needs, continuously enhancing platform functionality and user experience. By maintaining its focus on security, compliance, and keen insights into market trends, the exchange is poised to remain at the forefront of the industry.
About Optcoin Exchange
Optcoin Exchange is a leading platform dedicated to providing safe, transparent, and innovative trading services. With a customer-centric approach, the exchange continuously optimizes trading processes to protect user interests and aims to create a trustworthy global trading environment for investors.
Contact Information:
Company Name: Optcoin Exchange
Contact person: Thomas Miller
Mail: support@optcoin36.com
Website: https://optcoin36.com/
City & Country: New York, United States
SOURCE: Optcoin Exchange
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
London, UK – 26/12/2024 – (SeaPRwire) – In a strategic move to position Thailand as a global leader in Blockchain technology, Acme Worawat, founder of the ACET (ACT) digital currency, has unveiled an ambitious proposal to integrate Bitcoin into Thailand’s economic framework. The initiative, which includes utilizing Bitcoin as part of the country’s reserve fund.
As Thailand’s digital economy continues to grow, Acme Worawat has called for amendments to the Digital Asset Business Act B.E. 2561 to keep pace with the rapidly evolving industry. He emphasized the importance of equipping regulators and law enforcers with a deep understanding of digital assets to create a supportive environment for innovation and investment. His vision includes mobilizing large-scale foreign crypto capitals to support Thailand’s economic policies, targeting investments from major international cryptocurrency holders.
The initiative draws inspiration from Thaksin Shinawatra, Thailand’s former Prime Minister. During his tenure from 2001 to 2006, Thaksin was known for his innovative policies, including introducing Thailand’s first universal healthcare program and spearheading major infrastructure projects that modernized the nation’s economy.
“Bitcoin and Blockchain technology represent a new frontier for economic development,” said Acme Worawat. “By leveraging these innovations, Thailand can achieve unprecedented economic growth and solidify its position as a global leader in digital assets.” The proposal is poised to redefine Thailand’s approach to digital finance, aligning with both national goals and global trends. As governments worldwide explore Bitcoin and Blockchain applications, Thailand’s forward-thinking strategy could serve as a blueprint for other nations.
Worawat addresses that integrating Bitcoin into the national reserve fund would enhance economic transparency, decentralization, and resilience while attracting global crypto investments. This proposal marks a bold step toward making Thailand a global leader in the digital economy.
About ACET (ACT)
Founded over three years ago, ACET (ACT) is a community-driven digital currency designed to empower its holders and promote decentralized finance. With a growing global user base and a proven track record of innovation, ACT continues to push the boundaries of what digital currencies can achieve.
About Acme Worawat
Acme Worawat is widely recognized as a pioneer in Bitcoin mining, having entered the space in 2012. As the founder of ACET Finance (ACT), a digital currency with over 156,000 holders worldwide and a total trading volume exceeding $395 million USD (~13.8 billion baht), he has consistently pushed boundaries in digital finance. ACT (ACET) is celebrated for its community-driven approach and unique vision, making it one of Thailand’s most prominent Blockchain projects.
Social Links
Facebook: https://www.facebook.com/ACTDeFansFi/
Telegram: https://t.me/ACTAcet
Github: https://acet-finance.gitbook.io/act
Media contact
Brand: ACET
Contact: Corporate Communication Division
Email: media@acet.finance
Website: https://acet.finance/
The article is provided by a third-party content provider. SeaPRwire ( https://www.seaprwire.com/ ) makes no warranties or representations in connection therewith.
Sectors: Top Story, Corporate News
SeaPRwire provides real time press release distribution for companies and organizations to 6,500+ media outlets & 3.5 million professional desktops in 90 regions. It distributes press releases in different languages, including: IndonesiaFolk, IndoNewswire, SEATribune, IDNewsZone, LiveBerita, DailyBerita, TaiwanPR, SinchewBusiness, AsiaEase, BuzzHongKong, SingapuraNow, TIHongKong, TaipeiCool, TWZip, AsiaFeatured, dePresseNow, THNewson, KULPR, VNFeatured, MENAEntry, HunaTimes, DubaiLite, ArabicDir, BeritaDaring, TekanAsia, JamKopi …
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Optcoin Exchange: Building the World’s Safest Trading Environment with U.S. MSB Certification and UK Company Registration
Storm Pro Solution: Empowering Communities with Expert Storm Restoration and Future Growth
ACET Founder Acme Proposes Using Bitcoin Integration to Transform Thailand Economy
Absolutely Princess: A New Children’s Classic by Mayra L Santana Warms Hearts Post Launch
Unusual Machines CEO Discusses Growth and Strategic Plans Post-IPO
Benzinga Money Article Discusses How to Become Part of the 12% of Retirees Who Have Achieved the Recommended $550,000 Minimum Retirement Savings Threshold
-
Press Release4 days ago
Electric Pioneer.USDT Revolutionizes New Energy Vehicle Data Management
-
Press Release6 days ago
Innovative Visionary Vineet Byakod Leads Vineet Byakod Marketing’s Expansion with a Focus on Delivering Tailored Marketing Solutions
-
Press Release6 days ago
Virturo Elite Club: Unlock Exclusive Wealth-Building Opportunities for High-Net-Worth Individuals
-
Press Release6 days ago
Jaynike Pioneers Digital Transformation with Comprehensive Web Solutions
-
Press Release6 days ago
Virturo Continues to Redefine CFD Trading with Cutting-Edge Technology and Professional Expertise
-
Press Release5 days ago
Electric Pioneer.USDT Drives Data Assetization and Industry Intelligent Upgrades
-
Press Release1 week ago
RAT Escape ($RAT) Meme Token Debuts on CoinMarketCap and CoinGecko
-
Press Release6 days ago
Elevate My Mind Fresh Uplifting New Single