NewtekOne, Inc. Hires Andrew Kaplan as Chief Strategy Officer
NewtekOne, Inc. (NASDAQ: NEWT) has appointed Andrew Kaplan as Chief Strategy Officer, effective September 3, 2024. Kaplan brings over 35 years of experience in banking and financial services, specializing in creating and managing diverse business lines. His most recent role was Chief Digital Officer at Flagstar Bank, where he led a digital transformation resulting in significant deposit growth. Kaplan's expertise spans retail products, third-party financial solutions, treasury management, and retail branch expansion.
Barry Sloane, CEO of NewtekOne, expressed enthusiasm about Kaplan's ability to innovate and develop the company's banking and business services model. Kaplan's role is expected to expedite the growth of the Newtek Advantage®, offering commercial clients value-added business solutions beyond traditional depository relationships.
NewtekOne, Inc. (NASDAQ: NEWT) ha nominato Andrew Kaplan come Chief Strategy Officer, con effetto dal 3 settembre 2024. Kaplan porta con sé oltre 35 anni di esperienza nel settore bancario e dei servizi finanziari, specializzandosi nella creazione e gestione di diverse linee di business. Il suo ruolo più recente è stato Chief Digital Officer presso Flagstar Bank, dove ha guidato una trasformazione digitale che ha portato a una crescita significativa dei depositi. L'esperienza di Kaplan comprende prodotti al dettaglio, soluzioni finanziarie di terze parti, gestione della tesoreria e espansione delle filiali al dettaglio.
Barry Sloane, CEO di NewtekOne, ha espresso entusiasmo per la capacità di Kaplan di innovare e sviluppare il modello dei servizi bancari e commerciali dell'azienda. Si prevede che il ruolo di Kaplan acceleri la crescita del Newtek Advantage®, offrendo ai clienti commerciali soluzioni aziendali a valore aggiunto oltre le tradizionali relazioni di deposito.
NewtekOne, Inc. (NASDAQ: NEWT) ha designado a Andrew Kaplan como Director de Estrategia, con efecto a partir del 3 de septiembre de 2024. Kaplan trae más de 35 años de experiencia en banca y servicios financieros, especializándose en la creación y gestión de diversas líneas de negocio. Su último cargo fue Director Digital en Flagstar Bank, donde lideró una transformación digital que resultó en un crecimiento significativo de los depósitos. La experiencia de Kaplan abarca productos minoristas, soluciones financieras de terceros, gestión de tesorería y expansión de sucursales minoristas.
Barry Sloane, CEO de NewtekOne, expresó entusiasmo por la capacidad de Kaplan para innovar y desarrollar el modelo de servicios bancarios y comerciales de la empresa. Se espera que el papel de Kaplan acelere el crecimiento del Newtek Advantage®, ofreciendo a los clientes comerciales soluciones empresariales de valor añadido más allá de las relaciones tradicionales de depósito.
NewtekOne, Inc. (NASDAQ: NEWT)는 Andrew Kaplan을 최고 전략 책임자로 임명했다고 발표했습니다. 임기는 2024년 9월 3일부터 시작됩니다. Kaplan은 은행 및 금융 서비스 분야에서 35년 이상의 경험을 가지고 있으며, 다양한 비즈니스 라인을 창출하고 관리하는 데 특화되어 있습니다. 그는 최근 Flagstar Bank에서 최고 디지털 책임자로 재직하며 상당한 예금 증가를 이끌어낸 디지털 혁신을 주도하였습니다. Kaplan의 전문성은 소매 제품, 제3자 금융 솔루션, 재무 관리 및 소매 지점 확장에 걸쳐 있습니다.
NewtekOne의 CEO Barry Sloane은 Kaplan이 회사의 은행 및 비즈니스 서비스 모델을 혁신하고 발전시키는 능력에 대해 기대감을 표명했습니다. Kaplan의 역할은 전통적인 예금 관계를 넘어 상업 고객에게 부가가치 비즈니스 솔루션을 제공하는 Newtek Advantage®의 성장을 가속화할 것으로 예상됩니다.
NewtekOne, Inc. (NASDAQ: NEWT) a nommé Andrew Kaplan au poste de Directeur de la Stratégie, avec effet au 3 septembre 2024. Kaplan apporte plus de 35 ans d'expérience dans le secteur bancaire et des services financiers, se spécialisant dans la création et la gestion de diverses lignes de produits. Son dernier rôle était celui de Directeur Digital chez Flagstar Bank, où il a mené une transformation numérique ayant entraîné une croissance significative des dépôts. L'expertise de Kaplan couvre les produits de détail, les solutions financières tierces, la gestion de trésorerie et l'expansion des agences de détail.
Barry Sloane, PDG de NewtekOne, a exprimé son enthousiasme quant à la capacité de Kaplan à innover et à développer le modèle de services bancaires et commerciaux de l'entreprise. Le rôle de Kaplan devrait accélérer la croissance du Newtek Advantage®, en offrant aux clients commerciaux des solutions commerciales à valeur ajoutée allant au-delà des relations de dépôt traditionnelles.
NewtekOne, Inc. (NASDAQ: NEWT) hat Andrew Kaplan zum Chief Strategy Officer ernannt, mit Wirkung zum 3. September 2024. Kaplan bringt über 35 Jahre Erfahrung im Bank- und Finanzdienstleistungssektor mit und hat sich auf die Schaffung und Verwaltung verschiedener Geschäftsbereiche spezialisiert. In seiner letzten Position war er Chief Digital Officer bei Flagstar Bank, wo er eine digitale Transformation leitete, die zu einem signifikanten Wachstum der Einlagen führte. Kaplans Expertise umfasst Einzelhandelsprodukte, Drittanbieter-Finanzlösungen, Treasury-Management und die Expansion von Einzelhandelsfilialen.
Barry Sloane, CEO von NewtekOne, äußerte sich begeistert über Kaplans Fähigkeit zur Innovation und zur Entwicklung des Bank- und Geschäftsdienstleistungsmodells des Unternehmens. Kaplans Rolle wird voraussichtlich das Wachstum des Newtek Advantage® beschleunigen und den Geschäftskunden Mehrwertlösungen bieten, die über traditionelle Einlagenbeziehungen hinausgehen.
- Appointment of Andrew Kaplan as Chief Strategy Officer with 35+ years of banking and financial services experience
- Kaplan's proven track record in digital transformation, resulting in multi-billion-dollar deposit growth at his previous position
- Expected acceleration of Newtek Advantage® growth, potentially enhancing commercial client offerings
- Kaplan's expertise aligns with NewtekOne's focus on innovative banking and business services
- None.
BOCA RATON, Fla., Sept. 03, 2024 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) has hired Mr. Andrew Kaplan as Chief Strategy Officer, effective today.
Mr. Kaplan comes to NewtekOne with over 35 years of experience in banking and financial services, with the focus on creating and managing diverse business lines such as payments, digital banking, retail banking, premier banking, and marketing. Most recently, Mr. Kaplan was the Chief Digital Officer at Flagstar Bank, N.A., where he helped transform a dormant digital brand to a leading digital bank and developed a new vertical for the bank, resulting in multi-billion-dollar deposit growth and a 17x increase in accounts in 24 months, with a comprehensive risk and control framework. Prior to Flagstar Bank, Andrew held multiple senior positions in banking areas where he managed the development and growth of key initiatives in areas such as retail products and services, third-party financial solutions, treasury management services, institutional deposits, and retail branch expansion. Andrew began his career in financial services as an investment broker as well as a senior consultant at Citibank Investment Services.
Andrew holds a B.B.A. from Pace University where he graduated Cum Laude, an MBA from Fairfield University, is a graduate of the National School of Banking in Fairfield, CT, and earned a certificate from the Wharton School of Business in Transformative Financial Services & Strategies. Andrew also holds FINRA series 7, 24 and 63 licenses and is licensed for Life, Accident & Health Insurance.
Barry Sloane, Chairman, President and Chief Executive Officer commented, “Andrew is a rare find in a sea of banking talent. We are extremely fortunate that Andrew sees the opportunity at NewtekOne to innovate and develop our banking and business services model, which isn't primarily focused on non-interest-bearing deposits and low-margin loans and assets. In order to win over clients and continue to develop best-in-class offerings, Andrew recognizes the client experience and value proposition that must be offered to commercial customers blending state-of-the-art software with people and processes, so that our relationship with NewtekOne’s clients can be counted on to improve the daily operations of our business clientele. Andrew’s addition to NewtekOne’s team of professionals will also expedite the anticipated growth of the Newtek Advantage®, which offers our commercial clients value-added business solutions in addition to a depository relationship versus the industry norm of merely sweeping funds into low- or non-interest-bearing accounts. Andrew’s 35 years of experience, particularly in digital banking and product and process development, will help expand and magnify our growth initiatives.”
Andrew Kaplan said, "I am excited to join this amazing team as Chief Strategy Officer. NewtekOne is uniquely positioned to deliver best-in-class financial solutions for independent business owners, including payments, payroll, technology, insurance, lending, and banking services. I look forward to leveraging our comprehensive offerings to drive growth, enhance client success, and solidify our leadership position in the market."
About NewtekOne, Inc.
NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries (collectively, “NewtekOne”), provides a wide range of business and financial solutions under the Newtek® brand to independent business owners. Since 1999, NewtekOne has provided state-of-the-art, cost-efficient products and services and efficient business strategies to independent business owners across all 50 states to help them grow their sales, control their expenses and reduce their risk.
NewtekOne’s and its subsidiaries’ business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, SBA Lending Solutions, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.
Newtek®, NewtekOne®, Newtek Bank®, National Association, Your Business Solutions Company®, One Solution for All Your Business Needs® and Newtek Advantage are registered trademarks of NewtekOne, Inc.
Note Regarding Forward-Looking Statements
Certain statements in this press release are “forward-looking statements” within the meaning of the rules and regulations of the Private Securities Litigation and Reform Act of 1995. These statements are based on management’s current expectations and are subject to uncertainty and changes in circumstances. These statements are not guarantees of future results or occurrences and are subject to change, possibly materially. See “Note Regarding Forward-Looking Statements” and the sections entitled “Risk Factors” in the NewtekOne’s filings with the Securities and Exchange Commission which are available on NewtekOne's website (https://investor.newtekbusinessservices.com/sec-filings) and on the Securities and Exchange Commission’s website (www.sec.gov). Any forward-looking statements made by or on behalf of NewtekOne speak only as to the date they are made, and NewtekOne does not undertake to update forward-looking statements to reflect the impact of circumstances or events that arise after the date the forward-looking statements were made.
SOURCE: NewtekOne, Inc.
Investor Relations & Public Relations
Contact: Jayne Cavuoto
Telephone: (212) 273-8179 / jcavuoto@newtekone.com
FAQ
Who is NewtekOne's new Chief Strategy Officer and when does he start?
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