Events: Please attend one of our upcoming bi-weekly free webinars, “Right People Right Seats” hosted by one of our EOS Professional Implementers, Denise Haney on Monday, June 27th from 12 PM – 1:30 PM. This webinar builds on the book, how to be a great boss, and works as a reinforcement of the EOS LMA (Leadership Management and Accountability) tool. If you would like to join, please click here to register! https://us02web.zoom.us/webinar/register/WN_xadzVJnNSWCd1g3ar9D31Q?fbclid=IwAR2O3dbDpZPl-ktv0tcG7jqkbbEo8Uah21cQZ_Eq4WrvB295xYzvOPqnsSg – Register here!

PCSB Bank has announced the launch of Express Loans for small businesses, which feature streamlined online applications and quick turnaround. The product engages new technology to enable business owners to obtain fast and flexible financing to meet evolving needs such as financing equipment, working capital and payroll. “As an institution that always puts customers first, we are committed to investing in new technology,” said Dominick Petramale, PCSB Bank’s Senior VP, Retail Banking Officer. “This new lending platform provides the convenience of an enhanced digital commercial lending experience while still offering the personal service that our customers value.” With options of […]

Rye Brook, New York—June 20, 2022—Geri Eisenman Pell, CFP®, MBA, CDFA®, a Private Wealth Advisor with Ameriprise Financial in Rye Brook, was recognized as one of “Barron’s Top 100 Women Financial Advisors” by Barron’s, a publication covering business and finance. Barron’s recognizes the most outstanding financial advisors who represent the highest levels of ethical standards, professionalism, and success in the business. Pell was chosen based on assets under management, revenue generated for her firm, and the quality of her practice. In her practice, Pell focuses on helping her clients plan for their financial goals for a lifetime – through a […]