All posts by imreal

Industry: Healthcare

It’s No Spoiler to Say that Good Dental Habits in Youth can Lead to a Lifetime of Bright Smiles, says Dr. Bostani’s Advanced Dental

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Dr. Payam Bostani’s Burbank office treats dental patients of all ages.

It’s not a spoiler to say that poor dental hygiene is a surefire path to very real tooth loss as children mature into adulthood and beyond.


BURBANK, Calif. (PRWEB)

A November 15 article on MSN reported on Frozen and The Good Place star Kristen Bell’s lighthearted threat to her children that their teeth would fall out should they reveal Frozen 2 spoilers at school before the movie’s release. The acclaimed young mother of two, noted for her wicked sense of humor, stands by the warning, claiming the children have as of yet not spoiled one of 2019’s most anticipated movies, avoiding a possible Disney lawsuit. Burbank-based dental center Dr. Bostani’s Advanced Dental says that, no matter what a parent might say, movie-star’s children do not actually have to worry about leaked storylines leading to missing teeth. On the other hand, it’s not a spoiler to say that poor dental hygiene is a surefire path to very real tooth loss as children mature into adulthood and beyond.

Dr. Bostani’s Advanced Dental says that parents would do well to teach proper dental hygiene habits to their young children as starting early helps to build lifelong habits that minimize the chances of developing adverse oral conditions such as gum disease or discolored teeth later in life. The dental center adds that parents who are unsure of what constitutes proper brushing and flossing techniques are encouraged to talk to their dentist, but the general rules include brushing teeth for approximately two minutes about 15 to 30 minutes after every meal. The center adds that flossing is also essential in cleaning out areas that are either difficult to reach or inaccessible to a toothbrush and rinsing with an alcohol-free mouthwash may also be a good idea.

The dental center notes that prevention is, of course, the goal, but even patients who diligently stick to their dental routine can still come down with various dental ailments. This is why regular dental exams and cleanings are an essential part of a good oral health regimen, says Dr. Bostani’s Advanced Dental. When bad things happen for any reason, however, the dental center says that Dr. Payam Bostani and his team are ready to offer the best in skilled and compassionate care at his Burbank office for patients of all ages.

The dental center explains that grown-up patients whose basic oral health may be sound but who are unhappy with the appearance of their teeth are also in luck, as advances in cosmetic dentistry and teeth whitening can transform a smile. In short, the center notes that whether patients are looking to treat an issue or avoid one, today’s dentists offer a range of options.

Interested readers can learn more about Dr. Bostani’s Advanced Dental by visiting its website at https://www.drbostani.com/ or by calling 818-975-3572.

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Business: Executives

New ATD Research: Effective Workplace Learning Evaluation

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“Being able to attribute achievement to the effects of a learning program is challenging, particularly when there are several variables present such as economic conditions, sales incentives, or new products and services.” —Kristopher Newbauer, Rotary International.


ALEXANDRIA, Va. (PRWEB)

Making the business case for training and development is critical to preserving training budgets, but it remains a challenge for many organizations. According to new research from the Association for Talent Development (ATD), 40 percent of training professionals believe their organization’s evaluation efforts are effective in meeting business goals, and not many more, 50 percent, believe their efforts are meeting learning goals. These findings are just a few of many in ATD’s Effective Evaluation: Measuring Learning Programs for Success.

Investment in employee development is on the rise—ATD’s 2018 State of the Industry report finds that learning expenditure per employee has increased for the last six consecutive years—so proving that these expenditures are paying off and strategic learning and business goals are being accomplished is critical in today’s workplace. The data in this report shows that there is a strong need for organizations to improve the effectiveness of their evaluation efforts.

“Being able to attribute achievement to the effects of a learning program is challenging, particularly when there are several compounding variables present such as economic conditions, sales incentives, or new products and services,” says Kristopher Newbauer, chief human resources officer and head of global people and talent at Rotary International. He is quoted in the research report.

Key findings from the Effective Evaluation report, sponsored by Profiling Online, are:

  • The top barriers to conducting learning evaluations were the difficulty of isolating the effects of learning programs, a lack of access to the data talent development professionals need to conduct higher level evaluations, and the costs of conducting higher level evaluations.

  • Less than half of organizations (43 percent) use big data (extremely large datasets that may be too large or complex for traditional data software to handle) as a data source for evaluations. Some of the most common challenges organizations face when managing big data are communicating findings from data and analyzing data.


“Organizations that value evaluation are much more likely to attract and retain employees with evaluation skills,” says Rotary’s Newbauer. “To the extent that evaluation work is taken seriously and used with good intention for improvement, their work feels more meaningful. And meaningful work is critically important to engagement and retention.”

To learn more about the research findings and the challenges that organizations are experiencing when evaluating development programs, access the full research report at http://www.td.org/evaluationreport.

About ATD

The Association for Talent Development (ATD) is the world’s largest professional membership organization supporting those who develop the knowledge and skills of employees, improve performance, and help to achieve results for the organizations they serve. Originally established in 1943, the association was previously known as the American Society for Training & Development (ASTD).

For more information, visit http://www.td.org.

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Health

Advancing Clinical Development through Business Intelligence Innovations, Upcoming Webinar Hosted by Xtalks

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Xtalks Life Science Webinars

Despite pharma companies having access to several internal and external data sources, staff are still working in silos and are not aware of all the data available to them.


TORONTO (PRWEB)

Data integration has been a pharma industry buzzword for the last few years. Despite pharma companies having access to several internal and external data sources, staff are still working in silos and are not aware of all the data available to them.

A typical trial feasibility analysis can take six weeks or more, and nearly one-third of qualified investigators may be overlooked. Innovations in data mapping and semantic linking are producing business intelligence tools that aggregate information on sponsors, sites, investigators, trials, publications and presentations, effectively breaking down these silos and helping clinical development teams operate more efficiently.

On Thursday, December 19, 2019 at 11am EST (4pm GMT/UK), join John Coritz, US Data Division Manager at Anju Software for a live session as he addresses the typical challenges of trial feasibility analyses through:


  •     Intelligent, robotic classification of sites, drugs, investigators, sponsors, etc.

  •     Objective scoring and ranking of investigators ranked academic and trial experience

  •     Data mining of clinically relevant scientific publications and presentations

  •     Insightful analytics with low user threshold

  •     Data-driven evidence to improve trial planning and site selection

  •     Up-to-date, publicly available data to inform competitive intelligence and disease landscaping

This webinar will appeal to senior-level managers, leaders and executives working in the following or related departments:

  •     Clinical Operations

  •     Trial Planning

  •     Site Selection

  •     Feasiblity

  •     Medical Affairs

  •     Innovation

  •     IT

For more information or to register for this event, visit Advancing Clinical Development through Business Intelligence Innovations.

ABOUT XTALKS

Xtalks, powered by Honeycomb Worldwide Inc., is a leading provider of educational webinars to the global life science, food and medical device community. Every year thousands of industry practitioners (from life science, food and medical device companies, private & academic research institutions, healthcare centers, etc.) turn to Xtalks for access to quality content. Xtalks helps Life Science professionals stay current with industry developments, trends and regulations. Xtalks webinars also provide perspectives on key issues from top industry thought leaders and service providers.

To learn more about Xtalks visit http://xtalks.com

For information about hosting a webinar visit http://xtalks.com/why-host-a-webinar/

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Technology: Computer

cloudtamer.io Announces Availability of Compliance Jumpstarts for Cloud Governance Solution

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cloudtamer.io logo

Our Compliance Jumpstarts now come out-of-the-box and can be quickly applied across all the cloud accounts in the enterprise.


FULTON, Md. (PRWEB)

cloudtamer.io today announced the initial release of its Compliance Jumpstarts for Amazon Web Services (AWS) to expedite customer efforts in meeting various industry security and compliance standards. The initial release of the cloudtamer.io Compliance Jumpstarts includes both the National Institute of Standards and Technology (NIST) Special Publication 800-171 Rev. 1 as well as the Center for Internet Security (CIS) AWS Foundation Benchmark v1.2.0. The NIST 800-171 standard defines how non-federal systems and organizations should safeguard and distribute non-classified sensitive material. The CIS Benchmark for AWS provides best practices to secure cloud accounts.

cloudtamer.io’s Compliance Jumpstarts deliver two key capabilities to customers:


  • A comprehensive mapping of the compliance security controls against AWS- and cloudtamer.io-inherent capabilities. The Compliance Jumpstarts also provide guidance on capabilities that can be achieved via cloudtamer.io Cloud Rules.

  • A resource library of pre-defined cloudtamer.io Cloud Rules that contain AWS Identity and Access Management (IAM) policies and AWS CloudFormation templates to help meet NIST 800-171 and CIS Benchmark standards. These Cloud Rules can be bulk uploaded via API to the customer’s cloudtamer.io instance.

“The initial release of cloudtamer.io’s Compliance Jumpstarts represents our commitment to simplify security and compliance in the cloud for our customers. We have seen organizations struggle with understanding, implementing, and documenting the necessary controls within AWS to better secure their cloud account configuration. Our Compliance Jumpstarts now come out-of-the-box and can be quickly applied across all the cloud accounts in the enterprise,” said Brian Price, cloudtamer.io CEO. “Along with our constantly evolving library of Cloud Rules to proactively enforce compliance and security standards, our Compliance Jumpstarts help everyone hit the ground running to better implement and align best practices to their governance, risk management, and compliance (GRC) controls.”

The cloudtamer.io Compliance Jumpstarts for NIST SP 800-171 Rev. 1 and CIS AWS Benchmark v1.2.0 are available now to all cloudtamer.io customers.

To learn more about how to accelerate compliance in the cloud, visit the cloudtamer.io website or schedule a demonstration.

About cloudtamer.io

At cloudtamer.io, headquartered in Fulton, Maryland, we build software products to help government and commercial customers achieve success and realize full value from their cloud operations. Our mission is to make peoples’ lives easier in the cloud through innovative products built by passionate employees. Our solution, cloudtamer.io, does this by delivering comprehensive cloud governance to provide visibility, enforce budgets, and ensure compliance across public cloud workloads. For more information, visit the cloudtamer.io website or follow us on Twitter and LinkedIn.

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Industry: Healthcare

Interim HealthCare Inc. Wins 2019 Optimas Silver Award for Recruiting

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This honor is a testament to our continued efforts to ensure that the needs of our local communities are not only met but we exceed expectations in every interaction.


SUNRISE, Fla. (PRWEB)

Interim HealthCare Inc., a national franchisor of home care, hospice and healthcare staffing, is a silver winner of the 2019 Workforce: Optimas Awards. Selected for its multi-pronged approach to building a strong workforce, Interim HealthCare’s commitment to this initiative is first and foremost to help combat the nation’s caregiver shortage. By 2025, the U.S. will need to hire 2.5 million new healthcare workers to care for its aging population. The award program, now in its 29th year, recognizes and celebrates human resources successes in solving business challenges.

Interim HealthCare’s initiative included dashboards designed to convert candidates into employees and track and build workforce utilization, bi-annual contests and caregiver professional development courses. Through these efforts, Interim HealthCare was able to help its network of franchisees generate five times the number of candidates, and when considering the low unemployment rates and increased competition for qualified candidates, this is a significant increase.

“For our owners, the recruitment and retention of caregivers and other healthcare professionals is vital to business operations. According to industry reports, caregiver turnover is as high as 82 percent, further highlighting that building the right tools and resources to help our network of franchisees match the right care professionals to the right clients and patients is of highest priority,” said Jennifer Sheets, Interim HealthCare Inc. CEO and President. “This honor is a testament to our continued efforts to ensure that the needs of our local communities are not only met but we exceed expectations in every interaction.”

Interim HealthCare was also recently recognized by Staffing Industry Analysts on its annual lists as one of the Largest Healthcare Staffing Firms (ranked No. 45) and one of the Largest Per Diem Staffing Firms (ranked No. 10).

For more information about Interim HealthCare, please visit https://www.interimhealthcare.com/.

About Interim HealthCare Inc.

Interim HealthCare Inc., founded in 1966, is a leading national franchisor of home care, hospice and healthcare staffing. It is part of Caring Brands International, which also includes UK-based Bluebird Care and Australia-based Just Better Care, both well-known franchise brands in their countries. With more than 530 franchise locations in seven countries, Caring Brands International is a global healthcare leader.

Interim HealthCare in the United States is unique in combining the commitment of local ownership with the support of a national organization that develops innovative programs and quality standards that improve the delivery of service. Franchisees employ nurses, therapists, aides, companions and other healthcare professionals who provide 25 million hours of home care service to 190,000 people each year, meeting a variety of home health, senior care, hospice, palliative care, pediatric care and healthcare staffing needs. For more information or to locate an Interim HealthCare office, visit http://www.interimhealthcare.com.

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Business: Insurance

J Stevenson Hired as MJ Kelly Branch Manager Little Rock Office

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“Ms. Stevenson is a fantastic addition to our MJ Kelly team.” Brian Barrilleaux, President of MJ Kelly


LITTLE ROCK, Ark. (PRWEB)

MJ Kelly, a national commercial insurance brokerage headquartered in Springfield, Missouri, has hired Julia Stevenson as Branch Manager of its Little Rock office. Stevenson joins MJ Kelly with extensive experience in the insurance industry, along with underwriting and management experience.

Stevenson began her insurance career in 2003 and has held numerous roles; most notably being the Southeast Regional Underwriting Director and Atlanta Branch Manager for Allianz Global Corporate & Specialty, followed by the Southeast Regional Vice President for Marine at Starr Companies. Stevenson has also done independent business consulting for the insurance industry.

“Ms. Stevenson is a fantastic addition to our MJ Kelly team. She will bring a fresh outsider’s perspective to our organization! Her proven track record of effective leadership, underwriting expertise, and enhanced operational processes will have a significant impact on our Little Rock branch’s growth trajectory,” said Brian Barrilleaux, President of MJ Kelly.

About MJ Kelly

MJ Kelly is a full-service managing general agency and wholesale brokerage company that provides innovative and competitive insurance products to independent insurance agents. Founded in Springfield, MO in 1976, MJ Kelly has a broad geographic footprint; with office locations spanning Texas, Arkansas, Tennessee, Mississippi, Florida, Missouri, North Carolina and Louisiana. MJ Kelly’s products have national reach, but our team’s focus is always on our local agents. For more information about MJ Kelly, please visit http://www.mjkelly.com.

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Business: Executives

Appoints Greg Wookey, Former CFO of MINDBODY, as Company’s First Chief Financial Officer

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“Not only is Greg an incredible finance leader and team builder, but he is also one of the industry’s foremost experts on payments-enabled vertical SaaS,” said Matt Danna, Co-Founder & CEO, Boulevard.


LOS ANGELES (PRWEB)

Building on last month’s announcement of $11M raised in Series A funding, Boulevard, the technology company transforming the way premium spas and salons do business, today announced the appointment of Greg Wookey as the company’s first Chief Financial Officer. In his new role at Boulevard, Mr. Wookey will be responsible for overseeing the company’s finance, accounting, corporate development, financial planning & analysis (FP&A) functions, as well as leading Boulevard’s payments business unit.

Mr. Wookey’s appointment is part of a larger effort to capitalize on Boulevard’s momentum in the market. Now a team of over 50 full-time employees, Boulevard’s platform-as-a-service (PaaS) is processing over $100 million in customer payments for premium salons and spas like Chris McMillan the Salon, Kelley Baker Brows, Matthew Morris Salon and Skincare, MèCHE Salon, SEV Laser, Spoke & Weal, and TONI&GUY.

Bringing more than 30 years of financial and operational experience in the tech industry to his new role, Mr. Wookey has a proven track record of driving profitable growth for several private and public companies. Prior to joining Boulevard, he served as the CFO for Inbenta, a company that provides AI and natural-language understanding for search, chatbots, and knowledge management. Before Inbenta, he spent nearly seven years at MINDBODY, Inc., where he served as the CFO and SVP of Merchant Processing Division. His expertise also earned him a position on both the Retail Technology Committee and Payment Sales & Strategy Committee for the Electronic Transaction Association.

“Not only is Greg an incredible finance leader and team builder, but he is also one of the industry’s foremost experts on payments-enabled vertical SaaS,” said Matt Danna, Co-Founder & CEO, Boulevard. “Greg is joining our team at the perfect time. Having just raised our Series A, he will be instrumental in ensuring we deploy our capital against the most strategic and highest ROI opportunities.”

“I’m very excited to be part of the Boulevard team. Boulevard’s industry-leading technology enables high-end salons and spas to operate faster, smarter, and more efficient,” said Mr. Wookey. “It’s an exciting time to be with a company like Boulevard which is on a quest to transform an entire industry. I’m committed to ensuring that Boulevard is prepared to continue its phenomenal growth through a proven strategy of operational excellence.”

ABOUT BOULEVARD

Boulevard is transforming business management for premium beauty service brands through their proprietary platform-as-a-service. Developed in collaboration with industry-leading owners and operators, Boulevard is the only management tool built specifically for appointment-based businesses that deliver ease of use with style and sophistication. The company’s solution is carefully designed to automate workflows and drive revenue while allowing brands to offer a personalized experience that keeps clients coming back. Current partners include Chris McMillan the Salon, MèCHE Salon, SEV Laser, Spoke & Weal, and TONI&GUY. Founded in 2016 and based in Los Angeles, Boulevard is led by co-founders Matt Danna (CEO) and Sean Stavropoulos (CTO). For more information, visit joinblvd.com or follow us on Twitter, Facebook, and Linkedin. #joinblvd

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Technology: Computer

Boeing Selects VT MAK and Antycip Simulation to Provide Core Technology for the Defence Operational Training Capability (Air) Core System and Services Contract

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We look forward to working with Boeing and Antycip Simulation to deliver a comprehensive networked training capability to the Royal Air Force.


CAMBRIDGE, Mass. and PARIS, France (PRWEB)

ST Engineering today announced that Boeing Defence UK has chosen the simulation and visualization software of its subsidiaries VT MAK and Antycip Simulation as core components of its Defence Operational Training Capability (Air) (DOTC A)) Core System and Services (DCS&S) contract.

Based on the UK Ministry of Defence’s (MOD) requirements, VT MAK and Antycip Simulation will deliver and support commercial off the shelf (COTS) products that get capabilities into the hands of customers as early as possible, while incrementally adding new capabilities.

Bill Cole, President and CEO of VT MAK, said, “VT MAK is excited to have been awarded this crucial contract by Boeing Defence UK. We look forward to working with Boeing and Antycip Simulation to deliver a comprehensive networked training capability to the Royal Air Force. This win, along with our recent U.S. Army Synthetic Training Environment (STE) award, firmly positions VT MAK as the leader in providing COTS products for distributed simulation in both the air and land domains.”

Michael Pronier, CEO of Antycip Simulation, added, “Antycip Simulation is thrilled to have been awarded this important contract by Boeing Defence UK. It builds on our established heritage and leadership in the European simulation community, itself built in no small part on the quality, range and capability of VT MAK’s products. The Antycip team is already working hard on delivery for Boeing UK and the Royal Air Force.”

The DCS&S contract will see the creation of Gladiator, a capability that will support multiple complex training scenarios, simultaneously and independently of each other. The system will allow personnel at different sites to train together in their own high-fidelity simulators, linked by a secure network to a new hub at RAF Waddington.

The system will securely manage training events across locations and classification levels, allowing RAF crews to experience the same battle environment and threats, including joint training with their counterparts in the U.S..

MAK products provide off-the-shelf functionality, ease-of-use, open architecture, modularity, and support for open standards. Antycip Simulation will customize, enhance, deliver and support MAK COTS products for DCS&S. High fidelity flight and electronic warfare models will be integrated into VR-Forces by VT MAK and Antycip partner, RTDynamics. VR-Forces, VR-Vantage, and VR-Engage will become the DCS&S Common Computer Generated Forces, Common Image Generator, and Common Role Players, and will be the primary tools to support the exercise preparation and execution of DOTC (A) exercises managed by Boeing and the Inzpire White Force.

ST Engineering is a global technology, defence and engineering group specialising in the aerospace, electronics, land systems and marine sectors. The Group employs about 22,000 people across offices in Asia, the Americas, Europe and the Middle East, serving customers in the defence, government and commercial segments in more than 100 countries. With more than 500 smart city projects across 70 cities in its track record, the Group continues to help transform cities through its suite of Smart Mobility, Smart Security and Smart Environment solutions. Headquartered in Singapore, ST Engineering reported revenue of S$6.7b in FY2018 and it ranks among the largest companies listed on the Singapore Exchange. It is a component stock of the FTSE Straits Times Index, MSCI Singapore, SGX ESG Transparency Index and SGX ESG Leaders Index. For more information, please visit http://www.stengg.com.

VT MAK develops software for live, virtual, and constructive simulation. Built upon a strong foundation of COTS products, VT MAK delivers simulation, gaming, and networking technology in a flexible platform to meet the requirements of training system integrators, experimentation labs, and end users. Its primary users are in the aerospace and defense industries, yet its products and services can help customers anywhere modelling and simulation is needed to train, plan, analyse, experiment, prototype, and demonstrate. VT MAK is dedicated to serving its customers by building capable products, offering superior technical support, and innovating new ways to build, populate and view interoperable 3D simulated worlds. VT MAK continues to take advantage of new technologies that further the state of simulation. Its products help users link, simulate and visualize their world. VT MAK is a company of ST Engineering North America. Please visit http://www.mak.com for more information.

Antycip Simulation has supported customers across the globe, in defence, academia, commercial and industry, to become better at what they do. As an expert provider of simulation, analysis, modelling, display and virtual reality solutions, Antycip Simulation combines its in-house technical expertise with an unrivalled range of products from software and hardware providers. Antycip Simulation is a subsidiary of ST Engineering’s Electronics division. Please visit http://www.antycipsimulation.com for more information.

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Industry: Healthcare

InfoMC Welcomes Georgia Buck, Vice President, Sales and Business Development

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We are thrilled Georgia chose to join InfoMC. Her commitment to the transformation of healthcare delivery through technology and her sales acumen will help to drive InfoMC’s market expansion and revenue growth.


CONSHOHOKEN, Pa. (PRWEB)

InfoMC Inc., a national healthcare technology company delivering integrated care management and population health solutions to payers, health plans and provider organizations, is pleased to announce that Georgia Buck has joined the company as Vice President, Sales and Business Development.

Ms. Buck is a seasoned healthcare executive with deep experience in care management, quality improvement, healthcare analytics and program development. Georgia will lead sales efforts in support of InfoMC’s core platform, Incedo Health Management System, which enables client partners to address the behavioral, physical and social drivers that impact a member’s health and enhance the interaction between plan, person and provider.

InfoMC Chairman and CEO, JJ Farook, says, “We are thrilled Georgia chose to join InfoMC. Her commitment to the transformation of healthcare delivery through technology and her sales acumen will help to drive InfoMC’s market expansion and revenue growth.”

Prior to joining InfoMC, Georgia served as Vice President, Business Development at VAL Health, the leading health behavioral economics firm focused on applying scientific research into commercial practice. Earlier in her career she held senior positions at Telcare, a digital diabetes management firm, Health Dialog, WebMD, Health Share Technology, HealthHelp, NorthEast Imaging and Blue Cross Blue Shield of Massachusetts.

“I am very excited to join the InfoMC team. Throughout my career, I have developed new markets and contributed to rapid company growth though sales, partnership development and strategic account management. I am thrilled to bring this expertise to InfoMC and to apply my skills to continue to build their extraordinary reputation,” said Ms. Buck.

Georgia was selected to participate in Robert Wood Johnson Foundation-funded Paradigm Project, which is led by Academy Health and is focused on re-inventing health services research in the US. She currently serves as President of the Board of Trustees at Springhouse, a senior living community serving independent living, assisted living and memory care residents. She is an active member of the U.S Women Business Leaders in Health Care Foundation. Past board experience includes VNA Boston, the oldest VNA in the United States, and VNA Care Network Foundation, a subsidiary of Atrius Health.

About InfoMC

InfoMC is a healthcare technology company delivering a person-centered, collaborative care platform to payers, health plans and provider organizations. Our person-centered, “whole-person care” approach addresses the behavioral, physical and social drivers that impact a member’s health and enhances the interaction between plan, person and provider to improve care quality, cost and value. InfoMC’s comprehensive software system includes robust transaction processing, proactive care management, consumer engagement, advanced analytics, and business intelligence to put the power of knowledge at your fingertips. For more information, please visit http://www.infomc.com/.

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Business: Insurance

Industry Leaders Wendy Ehrlich and Linda Chan Appointed to American Portfolios Holdings, Inc. (APH) Board of Directors Advisory Board

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Former OppenheimerFunds Senior Advisor Consultant and Vice President Wendy Ehrlich (left) and Hofstra University Adjunct Associate Professor Linda Chan (right).

“Wendy and Linda are graciously donating their time for the greater good because they believe in AP’s vision. Their specialized knowledge will provide us with crucial insight in order to achieve the firm’s many exciting, new initiatives.” — CEO Lon T. Dolber.


HOLBROOK, N.Y. (PRWEB)

American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that serves financial professionals nationally—is pleased to announce that it has recently appointed former OppenheimerFunds, Inc. Senior Advisor Consultant and Vice President Wendy Ehrlich, as well as Hofstra University Adjunct Associate Professor Linda Chan, to the American Portfolios Holdings, Inc. (APH) Board of Directors Advisory Board.

“We’re extremely fortunate and honored to have two such well-respected and accomplished industry leaders join our Advisory Board,” states American Portfolios CEO Lon T. Dolber. “Both Wendy and Linda are graciously donating their time for the greater good because they believe in AP’s vision. Their specialized knowledge will provide us with crucial insight in order to achieve the firm’s many exciting, new initiatives.” Chief Financial Officer Damon Joyner agrees, adding, “The blend of Wendy’s expansive knowledge of opportunities within the financial services marketplace today, along with Linda’s Go-to-Network concept and vast IT expertise, will complement the current services we provide to our customers, thus helping us achieve greater success as a firm for our clients and their end-clients.”

The APH advisory board brings a diverse mix of outside expertise in the areas of broker/dealer infrastructure; correspondence clearing; investment banking; financial management; Web-based enterprise data management and financial services software development; financial service solutions reporting; and broad-based marketing. The addition of Ehrlich and Chan lends an added perspective of the financial services wholesaler industry, subscription-based models expertise and Internet technology, further rounding out the board with a full body of collective and vast knowledge to be a meaningful and contributing advisory board participant for AP board members, and senior and executive management teams.

About Wendy Ehrlich

Ehrlich, whose relationship with AP stems back 25-plus years, brings with her more than 35 years of financial services industry knowledge. Most recently, Ehrlich retired from OppenheimerFunds after 32 years—beginning her career with the global asset manager as the assistant vice president of relationship management, and later transitioning to senior advisor consultant and vice president. During her tenure, Ehrlich helped establish OppenheimerFunds’ national accounts department; cultivated and managed relationships with home offices of national and regional broker/dealers; and was responsible for P&L relating to distribution agreements for various broker/dealers. She was also responsible for cultivating strong relationships with independent financial advisors throughout Long Island, strategically planning and managing the deployment of resources to maximize regional sales and asset retention. At OppenheimerFunds, Ehrlich achieved top decile market share annually for 15-plus years, effectively grew AUM to over $3 billion (the second highest level in the firm), maintained the lowest redemption rate of all regions, and was named Wholesaler of the Year for the New York Metro Division in 2009, 2001, 2014 and 2018.

Earlier in her career, Ehrlich served as the assistant vice president of special products for Gruntal & Company and as a financial advisor at E.F. Hutton & Company. She earned a Master of Business Administration, with a focus in finance and marketing, through New York University’s Stern School of Business; is a Chartered Retirement Planning Counselor (CRPC); and holds the following financial services industry licenses: Series 7 and 63, and Life Insurance, Health, Variable Life and Variable Annuities.

About Linda Chan

Chan is an adjunct associate professor at Hofstra University teaching undergraduate business courses. With more than 20 years of leadership in implementing innovative global IT programs, she is an expert in leveraging global resources, capabilities and relationships to gain synergies to increase efficiency, support and business objectives to achieve maximum benefit from the IT investment through metrics and KPIs. Previous to her teaching career, she served as Nature’s Bounty Company’s vice president of digital and commercial solutions, where she leveraged resources and expertise to create improvements in integrated business planning; digital and enterprise resource planning platforms for global organizations; marketing cloud automation; a cyber security program; and more. She has leveraged data and digital to drive value to the business and aid in strategic decision making.

Earlier in her career, Chan served as the senior IT director, IT manager and IT infrastructure director for Veeco Instruments. She was also global IT infrastructure manager for Thompson Industries and network manager at MidCoast Mortgage. She obtained a Master of Business Administration, with a focus in business computer information systems, from Hofstra University, and her bachelor’s degree in psychology from Binghamton University. She is a current and active member of the Athena Selection Committee and a Board Member of ListNet. Among her many professional awards and acknowledgements, Chan was named Woman of Excellence in 2018 by the New York Business Journal, and twice recognized by Long Island Business News as One of the Top 50 Most Influential Women for 2010 and 2012.

About American Portfolios

Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently serves 859 independent investment professionals located in 404 branch locations throughout the nation. It was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine in 2015, 2016, 2017, 2018 and 2019; a wealthmanagement.com 2019 Industry Award Finalist in the category of Enhanced Customer Service Support**; one of the Best Companies to Work for in the state of New York for 2016, 2017, 2018 and 2019 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG); and one of the Top Long Island Workplaces for 2018 by Newsday.

*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded “Broker/Dealer (B/D) of the Year.”

**Wealthmanagement.com Industry Award finalists are selected by a panel of independent judges made up of subject matter experts in the industry. Award is based on support provided to AP’s affiliated people and does not reflect public customers nor their account performance.

American Portfolios Holdings, Inc. Advisory Board Members

Jay Lewis, founder of Nathan & Lewis Securities; Norman Malo, former CEO of National Financial; Arthur Goldberg, former CEO of Integrated Resources, Inc.; Steven E. Rothstein, former EVP and CFO of AIG Advisor Group, Inc.; Paul Tyler Sr., VP of Strategy and Corporate Development for Fidelity & Guaranty Life; Robert Moses, founder and principal of RJM Counsel, PLLC; Wendy Ehrlich, CRPC former Senior Advisor Consultant, Vice President OppenheimerFunds, Inc.; and Linda Chan, Adjunct Associate Professor, Hofstra University.