February 06, 2012
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Your Financial Services Franchise Personnel News SourceFranchise News Watch brings you the latest in financial services franchising personnel news from around the web. As a news aggregator for the financial services franchise industry, Franchise News Watch streams the latest ground breaking franchise articles, features, guides, blogs, news and more directly to your desktop.  Financial Services Franchise Personnel NewsBookKeeping Express Announces New Executive Level Hire for National Franchise Advisor PositionBookKeeping Express, the nation’s only franchise focused solely on offering certified bookkeeping services, announced today the appointment of Rocco Rinaldi as National Franchise Advisor. H&R Block Names Tom Gerke as Top Legal CounselH&R Block (NYSE: HRB) announced today it has appointed Tom Gerke as senior vice president and general counsel. In this role he will oversee H&R Block's legal strategy and activities. Update: H&R Block Names Susan Ehrlich as Financial Services Leader Ehrlich to Oversee H&R Block Bank, Other Financial Service OfferingsH&R Block (NYSE: HRB) announced today it has appointed Susan Ehrlich as president, financial services, effective Nov. 21. In this role she will oversee the H&R Block Bank strategy and several other financial service offerings, including the Emerald Card. H&R Block Names Susan Ehrlich as Financial Services LeaderH&R Block (NYSE: HRB) announced today it has appointed Susan Ehrlich as president, financial services, effective Nov. 21. Jackson Hewitt Tax Service(R) Chief Tax Officer Elected Chairman of the Electronic Tax Administration Advisory CommitteeThe Internal Revenue Service has announced the election of Mark Steber, Chief Tax Officer of Jackson Hewitt Tax Service Inc., as Chairman of the Electronic Tax Administration Advisory Committee (ETAAC) for the 2011-2012 session.
J.D. Byrider hires franchisee as company's chief operating officerJ.D. Byrider, the nations largest franchised used car sales and finance business, has hired one of its most successful franchisees to serve as the companys chief operating officer. Ex-Business Developer Tim Halfhead joins AuditelHenley based Tim Halfhead was Managing Director of a parenting website. His career spanned sales and business development, mostly within media and telecommunications, but also with exposure to etail and retail.
H&R Block Names William C. Cobb President and CEOH&R Block (NYSE: HRB) today announced that William C. Cobb has been appointed president and CEO, effective May 16. Cobb will replace Alan Bennett, who was appointed CEO in July 2010. Bennett will remain on the company's board of directors through Sept H&R Block Names Robert A. Gerard Chairman of the BoardH&R Block (NYSE: HRB) today announced that Robert A. Gerard has been elected chairman of the company's board of directors, effective immediately. Gerard replaces Richard Breeden, who stepped down April 18. Richard C. Breeden to Step Down as Chairman and Director of H&R BlockRichard C. Breeden, Chairman of the Board of H&R Block, Inc. (NYSE: HRB), today announced he will step down as Chairman and a director of the company effective at the end of the current tax season on April 18, 2011. Mr. Breeden has led the company's b Professional One Names Waller VP of OperationsProfessional One Franchising, LLC, a Plymouth, Michigan-based real estate franchisor, today announced the hiring of Todd B. Waller as Vice President of Operations. Waller's more relevant credentials are as follows... Professional One Names Wines Managing DirectorProfessional One Franchising, LLC, a Plymouth, MI-based real estate franchisor, today announced the promotion of Brian Wines, MBA to the position of Managing Director of Southeast Michigan Office Operations. Wines' credentials are as follows... Roni Deutch Hires Executive Vice-President of Franchise Sales & Development for the Roni Deutch Tax CenterRoni Deutch Tax Center has hired Matthew Ritchie, a long-time attorney of Roni's Law Firm, Roni Lynn Deutch, A Professional Tax Corporation, as Executive Vice-President of Franchise Sales & Business Development to spearhead new business development... Bookkeeping Express Bolsters Advisory BoardBookkeeping Express, the first U.S. franchise focused solely on bookkeeping services, announced today that Keith Mueller has joined the company's Advisory Board and has invested in Bookkeeping Express Enterprises. As a member of the company's Advisory... Steve Tait to Step Down as President of RSM McGladreyH&R Block (NYSE: HRB) announced today that Steve Tait, president of its wholly owned RSM McGladrey subsidiary, will step down from his role with the company effective April 30. "Steve has made significant contributions to the success of RSM McGladrey. Jackson Hewitt Chief Operating Officer to Leave CompanyJackson Hewitt Tax Service Inc. ("Jackson Hewitt") (NYSE: JTX) announced today that Mark Heimbouch will be resigning from his role as Chief Operating Officer of Jackson Hewitt, effective November 3, to pursue a new career opportunity. Brooke Capital Moves Executive Team to Phillipsburg CampusRobert Orr, chairman and chief executive officer of Brooke Capital Corporation (AMEX: BCP), today announced the appointments of Michael Hess as president and Nick Rhodes as executive vice president of Brooke Capital. H&R Block Appoints Russ Smyth Chief Executive OfficerH&R Block, Inc. (NYSE:HRB) announced today the appointment of Russ Smyth as President and Chief Executive Officer, effective August 1. H&R Block Announces Election of Ms. Christianna Wood as New Member of Board of DirectorsH&R Block (NYSE:HRB) announced that Ms. Christianna Wood, Chief Executive Officer of Capital Z Asset Management, has been named to its Board of Directors, effective immediately. H&R Block Names Becky Shulman Chief Financial OfficerH&R Block Inc. (NYSE: HRB) named Becky S. Shulman as its senior vice president and chief financial officer effective today. Ms. Shulman will be responsible for all aspects of financial management for the company. Brooke Corporation Announces Management ChangesRobert D. Orr, Chairman and founder of Brooke Corporation (Nasdaq: BXXX) announced the appointment of Leland Orr as President and CEO of Brooke Corporation as of March 11, 2008 to replace Keith Bouchey, who will resign as President and CEO of Brooke Corpo Brooke Capital Corporation Elects James Zuhlke Executive Vice PresidentBrooke Capital Corporation (AMEX: BCP) today announced the election of James R. Zuhlke as executive vice president for insurance company operations. Bear Stearns Names Alan D. Schwartz Chief Executive Officer, Succeeding James E. Cayne, Who Remains ChairmanThe Bear Stearns Companies Inc. (NYSE:BSC) announced today that James E. Cayne has informed the board of directors of his desire to step down as chief executive officer, effective immediately. Bear Stearns Names Alan D. Schwartz Chief Executive Officer, Succeeding James E. Cayne, Who Remains ChairmanThe Bear Stearns Companies Inc. (NYSE:BSC) announced today that James E. Cayne has informed the board of directors of his desire to step down as chief executive officer, effective immediately. Bear Stearns Hires Experts In Educational FinanceBear Stearns announced today that Richard L. Allen and David M. Kahn will join the firm as managing directors in public finance, responsible for arranging financing for local school districts in the State of Michigan. Vijay Chopra Joins Bear Stearns Asset Management's Active Country Equity Investment Strategy TeamBear Stearns Asset Management Inc. (BSAM) today announced that Vijay Chopra, PhD, CFA, has joined the Active Country Equity team as a Managing Director. Bear Stearns Hires Lee Stettner as Global Head of Equity Capital MarketsBear, Stearns & Co. Inc. announced today that Lee Stettner will join the firm as a senior managing director and global head of Equity Capital Markets. Bear Stearns Hires New Co-Heads of Fixed Income Sales in JapanBear Stearns today announced the appointment of industry veterans Takashi Hatta and Kotaro Fukudome as senior managing directors and Co-heads of Fixed Income Sales in Japan, further strengthening the management team of the firm's growing Japanese... Bear Stearns Makes Two Key Appointments in Structured Equity ProductsBear, Stearns International Limited today announced that it has made two senior additions to its London-based European structured equity products team. Bear Stearns Appoints Jenny Miller Head of Portfolio Trading Sales For EuropeBear, Stearns International Limited today announced that it has appointed Jenny Miller as a senior managing director and Head of Portfolio Trading Sales, Europe. Bear Stearns Announces Key Additions to Prime Brokerage Sales ForceBear, Stearns & Co. Inc., a leader in prime brokerage services, today announced three recent hires as part of an ongoing expansion of its global prime brokerage franchise. Former UMB Financial Corp. Regional President named National Sales Manager of The Mutual Fund Store(TM)The Mutual Fund Store™ today announced the hiring of Bryan Clark as national sales manager to spearhead the firm's client retention and asset accumulation objectives. Brooke Corporation Expands Executive RanksRobert D. Orr, chairman and founder of Brooke Corporation (NASDAQ: BXXX) announced the appointment of Keith Bouchey as director, president and CEO of Brooke Corporation effective Oct. 1, 2007. Bear Stearns Hires Top-Ranked ABS and MBS Research AnalystBear, Stearns & Co. Inc. announced today it has hired renowned research analyst Peter DiMartino as senior managing director and asset-backed and mortgage credit strategist. Stuart J. Birdt Joins the Bear Stearns Global Emerging Markets Equity Research TeamBear, Stearns & Co. Inc. today announced that Stuart J. Birdt has joined the Global Emerging Markets (GEM) Equity Research team to cover the telecommunications sector. John Moore Appointed As CEO Of Bear Stearns AsiaThe Bear Stearns Companies Inc. today announced the appointment of John Moore as chief executive officer for its businesses in Asia, responsible for overseeing the Firm's continued expansion across the region and the growth of existing and new business... Bear Stearns Announces Management Changeshe Bear Stearns Companies Inc. (NYSE: BSC) announced today that, effective immediately, Alan D. Schwartz has been named the company's sole president, and Samuel L. Molinaro, Jr. will become chief operating officer in addition to his current duties as... Bear Stearns Appoints Haruhiko Masuda As Head Of Investment Banking JapanBear Stearns (Japan), Ltd. today announced that it has appointed Haruhiko Masuda as Senior Managing Director, Head of Investment Banking Japan. Bear Stearns Hires Wilfredo Ortiz to Cover Latin American Metals and Mining SectorBear, Stearns & Co. Inc. today announced that it has hired Wilfredo Ortiz as an equity research analyst in the Global Emerging Markets (GEM) Equity Research team. Mr. Ortiz will join Bear Stearns in August as a managing director to cover Latin America |
Features & Special ReportsCreating a Cost-Effective Lead Generation StrategyFor many franchisors, the traditional advertising vehicles - portals, print advertising, PR, and broker networks - do not appear to be working as effectively as they were five years ago. New Highlights from the 2012 AFDRIn the previous two issues of FUSR, we published (1) a high-level overview of the 2012 Annual Franchise Development Report (AFDR), followed by (2) a selection of highlights from the report. Finding Your Optimal Buyer: Sellers Must Learn To Look Beyond PriceWhen sellers are contemplating a decision regarding the sale of their business, they overwhelmingly select the bidder with the highest price, only to find afterward that this might not have been the best decision for their circumstances. The Four Steps to Lead Generation Success, Part 4: Wow 'Em!This fourth installment builds on those ideas, showing how you can "wow" your candidates and the importance of how you present your concept to them. The Winner's Column - February 2012As savvy franchise companies continue to flourish in a volatile economy, FUSR continues to bring you good news each month, highlighting brands that are adding units, increasing comp store sales, striking deals with investors, innovating, and continuing to grow, whether domestically or overseas. Jim Collins to Keynote 2012 Multi-Unit Franchising ConferenceMulti-Unit Franchisee Magazine announced today that Jim Collins, business expert and best-selling author, will deliver the opening keynote address at the 2012 Multi-Unit Franchising Conference (MUFC). Growing Up Franchising: Sam Covelli Develops Both His Brands And EmployeesSam Covelli says he grew up in the restaurant business working in his father's McDonald's. Under his father's leadership, Covelli Enterprises eventually grew to 26 locations, one of the largest McDonald's franchisees in the country. Members Only: Ray Harrigill Builds A Successful Membership-Based Business ModelRay Harrigill believes in diversification. His Sunray Companies has restaurants (Bumpers Drive-In), tanning salons (Palm Beach Tan), fitness centers (Koko FitClub), and hotel properties (Hampton Inn), to name a few. That's because of lessons he's learned along the way. Creating Jobs: Zane Tankel Is Taking Matters Into His Own HandsZane Tankel is not waiting on any government job programs to help his business. CMO Roundtable - Using Profiling to Retain More CustomersWhat are some fresh, innovative ways you are using profiling, targeting,<br /> and loyalty programs to acquire and retain more customers? 
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