Posts Tagged ‘Appointment’

Fross & Fross Wealth Management Announces the Appointment of Ex-Wall Street Investment Manager Paul Hoffman as Wealth Advisor

Orlando, FL & The Villages, FL (PRWEB) January 29, 2013

Fross & Fross Wealth Management, an investment advisory firm with client assets of $ 350 million, announced the appointment of Paul Hoffman as Wealth Advisor, as the firm continues to attract top advisors to its ranks. In his role, Hoffman will be responsible for portfolio structuring and analysis, in addition to providing timely information to clients.

Co-founders Robert and Thomas Fross said in a joint statement, “We are pleased that Paul has joined our team. His investment experience and insight will undoubtedly help Fross & Fross further its position as the gold standard in wealth management to the community in which we serve.”

Hoffman brings more than 25 years of investment experience working directly on Wall Street for top financial firms including: Goldman Sachs as Vice President of Fixed Income Currency and Commodities, AMBAC Securities as Chief Investment officer, TIAA-CREF as Director of Public Market Securities, and BNY Mellon as Portfolio Manager. Within the state of Florida, Hoffman was Senior Vice President of Investments and Interest Rate Risk for Citizens First Bank, and Treasurer of Gibraltar Private Bank.

Hoffman earned a Bachelor’s Degree in Business Administration from New York Institute of Technology and is working towards an MBA at Hofstra University. His securities licenses include Series 7, 63, and 65.

Hoffman said, “I feel privileged to be continuing my career at Fross & Fross, a highly respected and nationally recognized wealth management firm, and to be working closely with Rob and Tom in order to further position the firm for growth and success. The firm’s steady growth serves as a clear testimony of its exceptional client relationships and investment approach. I am eager to be a part of the firm’s wealth management process.”

About Fross & Fross Wealth Management

Founded by Robert and Thomas Fross, Fross & Fross Wealth Management provides fee-only financial planning and independent wealth management services to clients locally as well as throughout the U.S. Comprehensive services and tools cover the spectrum of personal financial planning issues including retirement planning, estate and trust planning, insurance services, and tax solutions. The firm specializes in helping clients transition smoothly into retirement. For more information:

Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Buckle Up: CallSocket Announces Appointment of Mary Cook as Chief Operating Officer

CallSocket is headquartered in Oakland’s historic Tribune Tower

Oakland, CA (PRWEB) November 08, 2012

CallSocket, a United States-based outsourced call center services company in Oakland, California, announced today that Mary Cook has joined the company as Chief Operating Officer.

“We’re excited to have Mary join the team,” said Allan Young, founder of CallSocket. “She’s built a career out of empowering customers. CallSocket is a brave new company looking for courageous and talented individuals who are committed to customer service because it matters. We deliver amazing customer service on-demand.”

Mary has almost twenty years of global experience working with Fortune 500 companies in healthcare, financial services, telecommunications and retail to develop and improve operations of customer service centers.

Previously, Cook was an executive with Seattle-based Varolii, a Software-as-a-Service (SaaS) company specializing in customer interaction management software. She most recently served as Varolii’s Call Center Practice Manager. In her role, Cook worked with customers to assess their current and future state call center and communication needs, along with building business cases to support recommendations. Cook has a master’s degree in business management from Strayer University, and a bachelor’s degree in management and leadership from Judson College, along with a PMP from Boston University.

CallSocket operates and hires exclusively in the United States. The company recently acquired the historic and iconic Oakland Tribune Tower, to serve as headquarters, where it plans to create hundreds of new jobs. CallSocket’s agents respond to customer service opportunities over not just the traditional phone call but also through email, SMS, instant chat, and social networks.

“I’m thrilled to be a part of this new generation of contact centers,” said Mary. “CallSocket is the contact center of the future. Today’s customer talks about and interacts with your brand over many different channels – phone, email, SMS, mobile, instant chat, and social networks – and each impression counts,” said Cook. “With the emergence of mobility and social media as the way to reach consumers, companies have an opportunity to provide a richer and more complete customer experience across the entire customer life-cycle. I look forward to working with CallSocket, the Oakland community, and our customers to developing new customer and brand experiences.”

CallSocket is a newly-created company in 2011 headquartered in the historic Oakland Tribune building with over 30,000 square feet situated on 3 floors. CallSocket plans to create over 300 jobs in 2 years.

For more information, please visit our website at

Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

More Outsourcing Press Releases

HealthEquity, Inc. Extends Market Leadership with Appointment of New Chairman

Draper, Utah (Vocus) March 19, 2009

HealthEquity, Inc. announced today that Jon Kessler, founder and former CEO of WageWorks, is joining its management team and Board of Directors. Kessler will hold the title of Executive Chairman.

With Kessler’s added expertise, extending back to his role as a Senior Economist in the administrations of Bill Clinton and George H.W. Bush, HealthEquity strengthens its breadth of leadership within the individual healthcare economic services market. Additionally, HealthEquity and the executive management team led by CEO and founder, Steve Neeleman MD, further solidifies its leadership position among healthcare reimbursement account administrators.

“HealthEquity’s objectives are straightforward: assist employers, health plans and ultimately working families and people spend much less funds for high high quality healthcare and to maintain their healthcare dollars safe and accessible,” stated Dr. Neeleman. “Jon’s encounter in business and government provides everyone at HealthEquity further executive level support to attain our goals in healthcare savings for our clients and their members.”

“In today’s economy, turning back rising healthcare costs is about saving funds, jobs, perhaps even lives,” states Kessler. “I’ve concluded HealthEquity is the correct organization to deliver positive outcomes proper now. Its HSA and consumer well being data solutions, its culture of outstanding 24/7 consumer service, even its industry-leading fiduciary trust to preserve members’ healthcare dollars secure and accessible, all tell me HealthEquity is doing it, and doing it right. I am excited to be a portion of HealthEquity.”

About HealthEquity®, Inc.

HealthEquity helps hundreds of thousands, save hundreds of millions of healthcare dollars, all day, each day. HealthEquity is a individual healthcare financial services organization providing employers, health insurers, positive aspects administrators, and economic institutions with integrated healthcare account-based (HSA/HRA/FSA/VEBA) administration and a population-based wellness and wealth service platform. Every single HealthEquity member is supported by 24/7 access to a knowledgeable HealthEquity Specialist dedicated to helping shoppers much better realize and manage the monetary side of healthcare. To discover a lot more about HealthEquity, please visit


HealthEquity, Inc.

John J. Sweeney

HealthEquity, VP, Marketing and advertising


# # #


Vocus©Copyright 1997-

, Vocus PRW Holdings, LLC.
Vocus, PRWeb, and Publicity Wire are trademarks or registered trademarks of Vocus, Inc. or Vocus PRW Holdings, LLC.

Related Equities & Stocks Press Releases