Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

Charles Galea Joins dicentra as Director of Clinical Research – Business Development


Charles Galea Bio Pic

Learn more at www.dicentra.com

“We’ve been fortunate to see our clinical trials division grow at a great rate even during a global pandemic,” states Vice President, Peter Wojewnik. “Charles will be able to aid us in our execution of clinical trials and lead the division’s continued growth and success well into the future.”

dicentra, a leading Contract Research Organization (CRO) and global consulting firm for the life sciences and food industries, is pleased to announce that Charles Galea has joined its clinical trials division as its new Director of Clinical Research – Business Development.

Charles is an accomplished and results-driven sales executive with over 10 years of expertise in business management, account relations, client acquisition and retention, budgeting, and achieving remarkable business growth.

“Our CRO plays such an integral part in the advancement of the global nutraceutical industry and I look forward to helping our clients reach their goals, help substantiate their claims, and ultimately grow,” states Charles Galea, Director of Clinical Research.

Charles will be leading the relationship, satisfaction, and retention of clients for the clinical trial division, and will be working directly with the senior leadership team to support the continued growth of the CRO division.

“We’ve been fortunate to see our clinical trials division grow at a great rate even during a global pandemic,” states Vice President, Peter Wojewnik. “Charles will be able to aid us in our execution of clinical trials and lead the division’s continued growth and success well into the future.”

About dicentra

dicentra is a full-service Contract Research Organization (CRO) and professional consulting firm that specializes in addressing all matters related to safety, quality and compliance for all product categories in the life sciences and food industries. We evaluate, implement, and provide all the necessary support for nutraceutical and food products to gain market access and build confidence in your brand. We achieve this through our four business divisions: Life Sciences, Food Safety & Quality, Global Certifications, and Clinical Trials. Since our inception in 2002, we have completed over 18,000 projects and serviced over 1,200 companies internationally.

Our beautiful CRO clinic is located in the heart of downtown Toronto, one of the world’s most multicultural cities, boasting over 200 ethnic groups. With over 6.5 million people located right at our doorstep, we are able to recruit study subjects for clinical trials at a very fast rate, allowing our study sponsors to obtain their results sooner. For more information, visit http://www.dicentra.com.

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Greenberg Traurig’s Chinh H. Pham Elected to Board of Trustees of the Museum of Science, Boston


Chinh H. Pham, chair of Greenberg Traurig, LLP’s Emerging Technology Group and co-chair of the firm’s Intellectual Property (IP) Group in Boston, has been elected to the Board of Trustees of the Museum of Science, Boston. The Museum of Science, Boston Board of Trustees acts as ambassadors, advocates, and supporters of the Museum. Pham will serve a three-year term.

Pham focuses his practice on the strategic creation, implementation, and protection of intellectual property rights for technology and life science clients, ranging from ventured backed companies to multinational corporations. As part of his practice, Pham works with his clients to leverage their key innovations for strategic commercial and business opportunities. Pham was named a “Technology Law Trailblazer,” by National Law Journal, a “Top Emerging Tech Lawyer” by TechCrunch, and was recognized as a leading IP Strategist by IAM Strategy 300.

A longtime supporter of the museum, Pham served as chair of the Board of Museum Advisors since 2018, as chair of the Fundraising and Events Committee since 2016, and previously served as vice-chair of the museum’s Discoverers Committee. Additionally, Pham has participated since 2009 as a member of the museum’s Boston Marathon team in support of Traveling Programs, which brings science and technology to schools and communities that may otherwise not be able to come to the museum.

The museum’s mission is to play a leading role in transforming the nation’s relationship with science and technology. The Museum of Science, Boston is committed to deepening the public’s relationship with science and technology by leading efforts throughout the United States and abroad, in both formal and informal educational arenas, to redefine the roles that science centers can play.

About Greenberg Traurig’s Boston Office: Established in 1999, Greenberg Traurig’s Boston office is home to approximately 70 attorneys practicing in the areas of bankruptcy and restructuring, corporate, emerging technology, energy, environmental, gaming, governmental affairs, intellectual property, labor and employment, life sciences and medical technology, litigation, public finance, and real estate. An important contributor to the firm’s international platform, the Boston office includes a team of nationally recognized attorneys with both public and private sector experience. The team offers clients the value of decades of legal experience and hands-on knowledge of the local business community, supported by the firm’s vast network of global resources.

About Greenberg Traurig: Greenberg Traurig, LLP (GT) has approximately 2200 attorneys in 41 locations in the United States, Latin America, Europe, Asia, and the Middle East. GT has been recognized for its philanthropic giving, diversity, and innovation, and is consistently among the largest firms in the U.S. on the Law360 400 and among the Top 20 on the Am Law Global 100. Web: http://www.gtlaw.com Twitter: @GT_Law.

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Congoleum® Corporation Initiates Voluntary Reorganization Proceedings


“Congoleum is EBITDA-positive and growing, but we must achieve a more viable capital structure,” said Congoleum CEO Chris O’Connor. ” Today’s reorganization announcement represents a decisive, positive step that will strengthen our position for future prosperity.

Congoleum®, one of America’s oldest resilient flooring manufacturers, founded in 1886, today announced that it has initiated voluntary reorganization proceedings in the District of New Jersey under Chapter 11 of the U.S. Bankruptcy Code. The Company intends to use the court process to pursue a financial restructuring designed to reduce its current debt load, maximize value and position the Company for long-term success. Congoleum plans to continue operating in the ordinary course of business, under the court’s supervision, and remains committed to being the consumer-centric Company that has shaped the resilient flooring industry for more than a century.

“Congoleum is EBITDA-positive and growing, but we must achieve a more viable capital structure,” said Congoleum CEO Chris O’Connor. ” Today’s reorganization announcement represents a decisive, positive step that will strengthen our position for future prosperity. Over the past 134 years, Congoleum has earned the distinction of being one of the most respected and well-recognized national flooring brands. We will continue serving our customers, employees and other stakeholders, operating business as usual throughout this process.”

Congoleum has a long and storied history as a market-leader driven by an entrepreneurial spirit and committed to excellence in design, quality and innovation. The invention of in-register embossing for sheet goods, introducing the world’s first rigid and groutable LVT and most recently the launch of its patented, digitally printed, PVC-free Cleo™ family of products are but a few of the innovations that have not only driven the industry forward but have quite literally changed the way the world sees resilient flooring.

“Despite our numerous achievements during the past several years, the Company remains saddled with high legacy debt and increasing costs associated with running the business. As the industry adapts to changes in product mix, import vs. domestic production, and rising operating costs, these contributing factors make the current level of debt unsustainable,” O’Connor explained. “For the last few months, we have engaged in discussions with our lenders to evaluate a range of potential strategic plans for the Company. Ultimately, we determined that the best way to protect the Company, for the benefit of all stakeholders, is to reorganize through this court-supervised process.”

Stressing that it is “business as usual” at Congoleum, O’Connor noted that the Company had proactively filed expected motions as part of the court-supervised process and intends to work closely with creditors, customers and employees to identify value-maximizing restructuring plans that will benefit all stakeholders.

“Congoleum is a heritage American brand that has been in business since 1886,” O’Connor said. “We have a very tenured workforce of more than 300 people who live and breathe our values of teamwork, quality and creative problem solving. I am extremely confident and optimistic about our future.”

For additional information about the reorganization, please visit: http://pacer.psc.uscourts.gov or https://cases.primeclerk.com/congoleum/Home-Index.

About Congoleum

Since 1886 Congoleum Corporation has been committed to developing innovative flooring products that push the industry forward. Congoleum holds numerous patents for novel creations over the years, and these patents have resulted in products that are like no others in the industry.

Congoleum manufactures residential and commercial resilient products that are engineered with state-of-the-art manufacturing equipment in New Jersey and Pennsylvania and that demonstrate Congoleum’s quality and design leadership. With more than 5,000 retailers selling Congoleum products across North America, Congoleum is proud of its strong and iconic past, energized by the future and as always, unwavering in its commitment to quality, design and innovation.

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Gables Residential Announces Executive Promotions Across the Company


Gables Residential, a leader in the management and development of multifamily communities, recently announced several key promotions of senior leaders within the organization.

Gables is pleased to announce the promotion of Donna Summers to President of Gables Management Company. Donna will lead the operations of the company, while taking on additional responsibilities to grow the portfolio and drive operational performance.

Donna has over 34 years’ experience in the property management industry, of which 26 years have been with Gables. She has held numerous Property Management and Operations positions overseeing multiple markets throughout the country. In her most recent role as Senior Vice President, Operations, Donna managed day-to-day operations and revenue management for the Gables owned, joint venture and third-party portfolios.

Gables Chief Executive Officer, Sue Ansel, shares “Donna is a smart, hard-working, and thoughtful leader, dedicated to her team’s success and excellence. She started her career as a leasing associate and expanded her roles and responsibilities over the years through diligent effort. During her tenure with Gables, she has continued to expand her duties and influence, driving operations, and leading our associates. In her new role, I am confident that Donna will continue to build and lead a successful team.”

Donna holds her CPM certification and is an active member of the Institute of Real Estate Management. She has been a speaker at numerous industry events, she served on the Board of Directors for the Apartment Association of Greater Dallas and on the Legislative Committee for AAGD.

“I am humbled and grateful for the opportunity to lead a strong team of operations professionals, including a seasoned team of Senior Vice President’s, while having the opportunity to continue to influence and impact our success here at Gables. Our industry continues to grow and innovate, and I look forward to driving both those processes for our company. I am truly #GablesProud and couldn’t be more thrilled about this opportunity,” said Donna Summers, President of Gables Management Company.

Six other Gables leaders were recently promoted to the role of Senior Vice President. Dawn Severt, Chief Financial Officer stated, “We are incredibly proud and eager to see what this leadership group will accomplish moving forward as we have already experienced the benefits of their past accomplishments. This new senior team of leaders will continue to achieve positive results, while influencing and mentoring their respective teams and all associates.”

Rob Presley, a 31-year veteran of Gables, was named Senior Vice President of Facilities Management and Quality Assurance. He has taken on an increased leadership role by adding the Quality Assurance department to his current responsibilities, including Facilities Management and Procurement.

Rob has served as a positive role model for many Gables associates as he has demonstrated that hard work, persistence and commitment generate success as he has worked his way up through the Gables organization, originally starting as a service tech in Memphis in 1988.

Gigi Giannoni, overseeing the marketing and public relations department, has been promoted to Senior Vice President, Customer Experience. Gigi has over 33 years’ experience directing extraordinary brand value, with over 10 years at Gables. Gigi continues to lead the efforts on the digital, marketing, brand and PR front while driving innovation and service. In her new role, she will continue with those responsibilities while leading new projects that will provide greater levels of customer service and enhance the consistency and expectations relevant to the customer experience.

The Gables operations team has also promoted three remarkable leaders that will oversee the success of the Gables operating portfolio:

Greg Gasior has been promoted to Senior Vice President of Operations. Greg has been with Gables for over 25 years and has held many significant roles during his tenure. Greg has been extremely influential throughout his tenure with Gables on many fronts from development and design to operational protocol and strategic alliances. Prior to his promotion, in addition to operations, Greg took on a role facilitating the design efforts on Gables renovations and new lease-ups working nationally with the investment and design teams. In his new role, Greg will be responsible for overseeing the east region including Massachusetts, D.C., Maryland, Virginia, Georgia, and Florida.

Mary Hollands has been promoted to Senior Vice President of Third-Party Operations. Mary started with Gables as a leasing associate and has assumed increased responsibilities over the past 24 years, taking over the leadership of growing Gables third-party business and client services. She has brought structure, passion, and success to the efforts of growing the third-party business model, while developing, enhancing, and maintaining strong client relationships.

Melanie Trapnell has been promoted to Senior Vice President of Operations overseeing the west region including Texas, Colorado, and California. Melanie is a rising leader within the Operations team. Over the last two years, her tenacity and drive have inspired others while she has taken on the responsibilities for many task forces and strategic initiatives.

Melanie’s involvement in these task forces and initiatives has led to the successful implementation of new programs that enhance the day-to-day operations of the company.

Jorgen Punda has been promoted to Senior Vice President of Investments. He has been a leader in the Gables D.C. office since joining the company over 13 years ago. Jorgen has led the development of many successful new projects in the D.C. market and has served as the key driver of Gables’ expansion in the Boston market. Jorgen exhibits cross-functional teamwork at its best working through each new development project in a truly collaborative fashion.

“Jorgen is a key thought leader on the Gables Investments team with a keen eye for creating company value through new real estate developments. Jorgen crafts projects that capture the essence of the local environment while simultaneously enhancing the neighborhood. We look forward to his continued success and leadership,” stated John Akin, Chief Investment Officer.

About Gables Residential

Gables Residential is an award-winning, vertically integrated, real estate company and privately held REIT specializing in the development, construction, ownership, acquisition, financing, and management of multifamily and mixed-use communities. Gables Residential owns, develops, and manages communities in high-growth U.S. markets such as Atlanta, Austin, Boston, Dallas, Denver, Houston, South Florida, Southern California and metropolitan Washington, D.C. Gables also provides third party management services in the New York, Baltimore, Frederick, Tampa, Phoenix, Seattle, Charlotte, Central and North Florida markets.

Gables manages approximately 30,000 apartment homes and approximately 225,000 square feet of retail space and has received national recognition for excellence in development, construction, management, sales, marketing, training, and benefits. These achievements reflect the impact of Gables’ experienced and dedicated team members, its superior knowledge of the markets served, and its expertise in development and management. For additional information about the company and its real estate portfolio and services, visit http://www.gables.com.

Pulakos CPAs Celebrates Amazing Staff with Several Promotions


It’s no secret that 2020 has been a tough year around the globe with little signs of improving anytime soon. Now more than ever, people are looking for positivity to bridge the transition back to business growth and success – it’s an idea that Pulakos CPAs, knows well.

As a firm that’s dedicated to both delivering exceptional results to their clients, as well as embracing engagement with the community, Pulakos CPAs does not underestimate the value of its team members and what each person brings to the organization.

Having shown a commitment to excellence in both their service to clients and to their fellow team members, several Pulakos CPAs employees have recently been promoted, and as a result, the firm’s senior levels have been fortified for the future.

Among those being celebrated are:

  • Jason Stearns – Assurance Senior
  • Marcel Montoya – Assurance Senior
  • Erika Harvey – Tax Senior
  • Philip Walck – Tax Senior
  • Colleen Lino – Tax Senior
  • Natasha Espana – Senior Accountant

Pulakos CPAs is looking forward to seeing where these driven individuals will take the firm next, and how their expertise will continue to shape and improve businesses throughout Albuquerque and New Mexico.

With the global pandemic continuing to shape how local businesses manage their expenses, it’s become apparent that dedicated, experienced CPAs are in great need—and Pulakos CPAs has stepped up to the plate to knock it out of the park with promotions for these valued team members.

To learn more about the firm and its members, or to learn about fulfilling career opportunities, please visit: http://www.pulakos.com/.

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TAWANI Enterprises Founder and CEO Col. Jennifer Pritzker Recognized in Crain’s 2020 Notable LGBTQ Executive List


Col. Jennifer Pritzker

Col. Jennifer Pritzker

TAWANI Enterprises is excited to announce that Col. Jennifer Pritzker has been recognized by Crain’s Chicago Business as a 2020 Notable LGBTQ Executive. This list highlights LGBTQ Executives in Chicagoland who have positively impacted their workplaces and communities.

Crain’s 2020 Notable LGBTQ Executive list features 56 LGBTQ executives and 10 companies that champion diversity. To qualify for the list, individuals must have made significant contributions to advancing equality within the workplace or in the Chicago area. Recognized executives work in all areas including small businesses and large corporations, arts organizations, and nonprofits.

“It’s an honor to be featured again in Crain’s Notable LGBTQ Executives list,” says Col. Jennifer Pritzker, TAWANI Enterprises Founder and CEO. “It’s critical that company leaders across Chicago continue looking for ways to eliminate both conscious and unconscious bias in hiring and employment practices. It’s also important to continue supporting LGBTQ research to help the general public better understand these communities.”

For nearly three decades, Col. Jennifer Pritzker served in the U.S. Army, U.S. Army Reserve, and the Illinois Army National Guard. A historian, businesswoman, investor, developer, and philanthropist, she founded TAWANI Enterprises in 1994. Through a dynamic portfolio of public-facing brands, TAWANI Enterprises aims not just to grow value for itself, but to create things of value shared and enjoyed by its fellow citizens into the future.

Col. Jennifer Pritzker continues to be an outspoken defender and advocate for LGBTQ causes, recently criticizing the transgender military ban and the HHS rollback on healthcare allowing discrimination against LGBTQ patients. Her opinion pieces have appeared in Vanity Fair, the Washington Post, and the Chicago Sun-Times.

As stated by Crain’s Chicago business, “the Supreme Court’s landmark ruling in June 2020 that civil rights law protects gay and transgender employees from discrimination pleases this cohort of Notables and the broader community that advocates equality.”

To view the full list of Crain’s 2020 Notable LGBTQ Executives, please follow this link.

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About TAWANI Enterprises

A visionary umbrella organization with an entrepreneurial outlook, TAWANI Enterprises seeks to make private investments that connect people to the history in their midst and create opportunities for growth and knowledge, while forging stronger, healthier communities. The company represents a diversified portfolio of brands including TAWANI Property Management, TAWANI Property Development, the Pritzker Military Museum & Library, TAWANI Foundation, Pritzker Military Foundation, Master Wings Publishing, and Aurum Trading, a gold coin trading market maker. Properties under the TAWANI Property Management Hospitality division include Lang House Chicago, The Emil Bach House, Mayne Stage and The Lincoln Way Inn, all of which are thoughtfully designed lodging and event spaces. For more information, visit http://www.tawanienterprises.com.

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A New Article Explains the Importance of Comparing Car Insurance Rates


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“Finding the cheapest car insurance rate can be easily done by shopping around. By comparing car insurance rates twice per year, policyholders can find out if their current providers offer the cheapest rate, or if it’s time to look for other providers.”, said Russell Rabichev, Marketing Director

Compare-autoinsurance.org has launched a new blog post that presents how to properly compare car insurance quotes and why it is important.

For more info and free car insurance quotes, visit https://compare-autoinsurance.org/why-drivers-should-compare-car-insurance-quotes/.

Not everyone is excited when it comes to comparing car insurance quotes, but by doing this task drivers can save a lot of money. Although insurers look at similar factors when it comes to setting rates, they use different algorithms. The same driver can get two completely different premiums from two different insurers. To find the cheapest rates, drivers should compare multiple car insurance quotes from different car insurance companies.

To properly compare car insurance quotes, drivers should do the following:

  • Gather information. Drivers will need to fill in personal information such as the address, date of birth, occupation, driver’s license and marital status of everyone they want included on the policy. They will also need to complete vehicle information like make, model, year, mileage, VIN, and data about their driving history in the last five years such as claims, violations, and tickets. If the drivers had completed driving courses, they should mention them. Furthermore, they will have to add the current or previous insurer’s name for anyone on the policy or in the household.
  • Choose the right coverage levels. Liability auto insurance protects policyholders from the worst-case scenario by providing a cushion between their assets and the amount they’re on the hook for. Liability coverage has three parts: bodily injury liability, total bodily injury liability, and physical damage liability. For a 100/300/100 limits option, the insurer will reimburse up to $100,000 for bodily injuries per person the policyholder injures in a crash, up to $300,000 total for all bodily injuries caused by the policyholder in a crash, and up to $100,000 for any damage to a property caused by the policyholder. In some states, the policyholders will be required to get personal injury protection (PIP), medical payments coverage (medpay), or uninsured/underinsured motorist coverages.
  • Decide if full coverage is needed. Besides liability coverage, full coverage contains additional policies like comprehensive and collision coverages. Collision pays for damage to a policyholder’s vehicle in an at-fault accident, damage to a vehicle that hits objects like a pole or a fence, damage to a policyholder’s vehicle that was caused by another driver. Comprehensive coverage pays for car theft, damage caused by weather like tornadoes, hailstorms, or hurricanes, fire, floods, explosions, falling objects, animal collisions, and vandalism.
  • Collect as many quotes as possible and compare them. Drivers should compare quotes from at least two or three insurers. When comparing quotes drivers should also include offers from smaller local or regional insurers. To properly compare quotes, drivers should make sure that they compare quotes that each contains the same levels of liability, the same deductibles for full coverage, the same drivers and cars, and the same discounts they are eligible for.

For additional info, money-saving tips and free car insurance quotes, visit https://compare-autoinsurance.org/.

Compare-autoinsurance.org is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

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Woodsboro Bank announces retirement of Barb Garst and welcomes Yvonne Reeder as Vice President & Branch Manager


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Woodsboro Bank congratulates Barb Garst on her upcoming retirement. Ms. Garst has been at the Bank for over 35 years. Through her time at the Bank, she has worked primarily in the branch channel and currently manages the Bank’s Main Office in Woodsboro, Maryland. Ms. Garst will be officially retiring in December of this year.

“It’s not often that someone can say they’ve worked somewhere for 35 years, but Barb has done just that and has shown a true commitment to her clients over those years. We are happy for Barb as she is starting to end this chapter of her life and start a new chapter that will allow her more time with her husband, children and grandchildren,” said Steve Heine, President and CEO of Woodsboro.

Woodsboro Bank is pleased to announce that Yvonne Reeder has joined our team as Vice President and Branch Manager. Ms. Reeder will lead the Bank’s Main Branch located at 5 N. Main Street in Woodsboro, Maryland.

Ms. Reeder has over 36 years in the financial services industry with focus in the branch network. Through her career she has built strong client relationships by offering an experience with banking and financing solutions to best serve her clients’ needs. Most recently, Ms. Reeder was the Branch Manager of FCB Bank’s branch location in Walkersville.

“It is with great excitement that we welcome Yvonne to our team. Her dedication to clients fits right in line with our culture, vision and mission,” said Steve Heine, President and CEO of Woodsboro Bank.

Ms. Reeder lives in Woodsboro with her husband and is a proud mother of two adult children. She is a 2003 graduate of Maryland Banking School and a 2015 graduate of Leadership Frederick County.

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Dr. Georgette Zinaty Appointed New Executive Vice President of Corporate Class Inc.


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“…[Dr. Zinaty] is recognized for building a culture focused on leadership development, her inclusion and diversity initiatives, large-scale change leadership, and strategic planning for talent management.”

Dr. Zinaty will lead Diversity and Inclusion training and work closely with our existing consultants to enhance business strategies and program offerings. Dr. Zinaty was an executive and senior leader at the University of Toronto and holds a Doctorate in Business Administration—a joint program with the Rotman School of Management and the Henley Business School. Dr. Zinaty’s research focuses on business leadership, diversity, inclusion and the future of leadership.

President and Founder of Corporate Class Inc, Diane Craig, made the announcement, “I am excited to have such a highly qualified person join our executive team. Dr. Zinaty brings a unique experience and strong leadership skills to her role. She is recognized for building a culture focused on leadership development, her inclusion and diversity initiatives, large-scale change leadership, and strategic planning for talent management.”

Dr. Zinaty is a strong advocate for leadership and inclusion within organizations. She founded and spearheaded an annual Leader-2-Leader conference to foster discussion on topics affecting the workforce as well as other programs tailored to women and emerging leaders.

Most recently, Dr. Zinaty was selected as the inaugural Canadian Chair of ChIPs (Chiefs of Intellectual Property), a global organization with more than 16 chapters and 3,500 members around the world that works to advance and connect women in technology, law and policy by accelerating innovation through diversity of thought, participation and engagement. Dr. Zinaty will be spearheading the start up of this chapter in Canada.

Dr. Zinaty is a compelling speaker, expert at conveying clear, insightful messages that steer results – from leading teams and advising senior executives, to connecting with client groups. She is uniquely qualified as a specialist in the emerging field of workplace diversity & inclusion and initiatives for women leaders and teams.

Corporate Class Inc. provides Executive Presence System Training around the world to multinational businesses, Fortune 500 companies, and government agencies to optimize performance and advancement potential across every organizational level.

Recognized for coaching and training aspiring leaders, CCI facilitates customized coaching, workshops, and seminars to organizations across North, Central, and South America and from Europe to the Gulf Region and South Asia.

In addition to its acclaimed customized Leadership and Executive Presence System Training, CCI provides targeted training solutions for specific organizational levels: Board Presence for senior leaders who interface with Boards of Directors; Leadership Presence for Team Leaders; Professional Presence for new recruits; Leadership Masterclass and Empowered Mindset for women; Diversity & Inclusion consulting, coaching and training across all levels. Numerous open enrollment workshops are available for individuals throughout the year.

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Millennium Trust Appoints Chief Compliance Officer to its Leadership Team


Jason Lomax

“Jason is an accomplished, strategic leader with a proven track record of building and executing best-in-class compliance programs,” said Millennium Trust CEO, Gary Anetsberger.

Millennium Trust Company, LLC (“Millennium Trust”), a leading provider of retirement and institutional services, announced that Jason Lomax has joined the firm to serve as its new Chief Compliance Officer (CCO). In his role, Lomax will oversee Millennium Trust’s ethics and compliance program, and partner with business leaders throughout the firm to further Millennium Trust’s reputation in the industry as a trusted provider of comprehensive retirement and institutional services.

Lomax is a key addition to Millennium Trust’s senior leadership team during a period in which the firm continues to grow rapidly and broaden its product offerings. He brings extensive expertise in compliance and risk management to Millennium Trust. Most recently, he served as Senior Vice President, Chief Compliance Officer of Iron Mountain, a global Fortune 1000 company dedicated to storing, protecting, and managing information and assets.

In previous roles, Lomax served as Director of Global Compliance at Accenture, a premier global technology and management consulting firm, where he advised senior leadership on regulatory matters and implemented governance, policy, training and internal controls best practices. His work helped earn the company recognition as one of the “World’s Most Ethical Companies” by the Ethisphere Institute. Lomax began his career as an attorney with Morgan Lewis, a leading international law firm, where he counseled Fortune 100 clients on sophisticated antitrust matters, particularly regarding merger and acquisition activity.

“Jason is an accomplished, strategic leader with a proven track record of building and executing best-in-class compliance programs,” said Millennium Trust CEO, Gary Anetsberger. “He will add great value across the organization, helping us achieve our commercial objectives in compliance with the law and ethical business standards.”    

Lomax holds a juris doctor degree from Boston College Law School and a bachelor’s degree from Boston College.

About Millennium Trust Company®

Millennium Trust Company is a leading provider of retirement and institutional services with over 1.5 million client accounts holding over $27 billion in assets. We are committed to the evolving needs of individuals and employers, advisors and retirement services partners and empower clients with trusted expertise, exceptional service and access to a wide range of solutions. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success.

Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers, and does not offer or sell investments or provide investment, legal, or tax advice. For more information about Millennium Trust Company, follow us on Twitter and LinkedIn.

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