Bank Leumi USA Merges With Valley National Bank

On September 23, 2021, Bank Leumi USA announced its intent to merge with Valley National Bank. Jeff Watts (pictured), Southeast Region Market President for Bank Leumi USA, recently discussed what

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Insurance CEO: Understanding the Local Needs of Florida Homeowners Is Key

When you talk about home insurance, it’s impossible not to talk about the water: the leaks and the water spots and the plumbing issues that every homeowner, everywhere, has to

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Coral Gables Trust Co.’s Michael J. Unger Talks About a New Generation of Investors

“Not to sound too gloomy,” says Michael J. Unger, “but the pandemic has completely changed the way we view life.” The high-energy executive, an assistant vice president and investment officer

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Gerson Preston’s Lidia Longa Breaks Down Retirement Accounts 

Lidia Longa is a partner with Gerson Preston in the tax and accounting department. With more than 20 years of experience in the public accounting profession, Lidia has practiced in

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What Does it Mean to be a Client at Bank of America Private Bank?

No patch of grass has ever grown under this marathon runner’s feet. Tyler Smillie’s bio reflects the density of the driven. If his robust educational and work history reads like

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Locality Bank Opens Today in Fort Lauderdale

Yesterday, Locality Bank received a bank charter from the State of Florida Office of Financial Regulation. Cofounder Keith Costello announced that the bank would be open for business starting today. “Lots

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After Setting Up in Miami, Blockchain Moves to Further Dominate Latin America

Blockchain, the granddaddy of cryptocurrency platforms, has acquired Buenos Aires-based SeSocio, one of the largest crypto companies in Argentina and one of the most prolific across Latin America. With its

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Valley Bank – working to help the community in meaningful ways.

Providing financial resources and volunteering to help support local non-profits is a way to give back and support the community. For Jeff Klink, Valley Bank’s Regional President for South &

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Ocean Bank Receives Top SBA Producer Ranking in South Florida

Ocean Bank recently ranked as the top SBA 504 program producer in the tri-county area during the fiscal year ending Sept. 30, 2021, with 40 approved loans totaling $18.9 million. It

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Commercial Industrial Association of South Florida’s (CIASF) Industrial Event Delves into Economic Progress 

The Commercial Industrial Association of South Florida (CIASF) recently held its annual industry event to gauge South Florida’s economic status and real estate opportunities. The event consisted of discussion panels, networking opportunities,

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Fifth Third Bank’s Financial Empowerment Mobile to Visit Lauderhill 

To help provide financial literacy to areas traditionally underserved by financial institutions, Fifth Third Bank’s Financial Empowerment Mobile will be rolling into the Boys & Girls Clubs of Broward County in Lauderhill,

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Professional Bank Launches New Digital Account Opening

As more consumers turn to online services due to the pandemic, Professional Bank in Miami recently launched a proprietary product to ease the process of starting a bank account. Individuals can use

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