May 09, 2025

Wells Fargo Advisors

A financial advisor team from UBS has joined Wells Fargo Advisor's Bellevue office. The team includes financial advisors Kyle Kuykendall, Brett Williams, Paul Adams, and Andrew Dickson, as well as support staff Kevin Tiv, Justin Lewis, and Ann Seidel. The team produces approximately $6.7 million in T-12 and manages nearly $800 million in AUM.

TRICO Companies

Bates

TRICO Companies named Nick Bates as its new senior controller. Bates has over a decade of accounting and audit experience in the construction industry. He joins TRICO from CBIZ (formerly Berntson Porter & Company), where he served as senior audit manager. Bates will lead the accounting team and oversee financial operations with a focus on streamlining processes, supporting smart growth, and aligning financial strategy with company goals. Bates holds a Master of Professional Accounting from the University of Washington and a bachelor's in accounting from Gonzaga University. He's also known for mentoring young professionals and streamlining systems that allow teams to work smarter and with greater clarity.

Fortive

Everett-based Fortive Corporation appointed Neill Reynolds as chief financial officer of Ralliant Corporation, effective June 2. Additionally, Fortive announced the filing of the Form 10 registration statement with the U.S. Securities and Exchange Commission for the planned spin-off of Fortive's Precision Technologies segment, to be named Ralliant, which remains on track for completion by the end of the second quarter of 2025. Reynolds brings more than 25 years of financial leadership experience within complex, global, publicly traded organizations. He most recently served as executive vice president and CFO of Wolfspeed. Prior to his tenure at Wolfspeed, Reynolds held key finance leadership roles at Freescale Semiconductor, where he was instrumental in delivering substantial margin expansion and leading operational integration efforts following the company's $40 billion merger with NXP Semiconductors. Earlier in his career, he spent 15 years at General Electric in progressively senior financial roles. Fortive is a provider of essential technologies for connected workflow solutions across a range of attractive end-markets, and employs a team of more than 18,000 research and development, manufacturing, sales, distribution, service and administrative employees in more than 50 countries around the world.

May 08, 2025

BECU

BECU will open new Neighborhood Financial Centers (NFCs) on Bainbridge Island and in Duvall. The Bainbridge Island NFC opens in late 2025 and the Duvall NFC in 2026.

“Our new NFCs in Bainbridge and Duvall will be our first locations in these communities, making it easier than ever for our members to access in-person financial services. This includes one-on-one support for opening new accounts, loans and mortgages and investments and trust services,” said Jason Rudman, BECU chief member and digital experience officer.

The Bainbridge Island NFC will be located at 275 High School Road N.E. in the Island Village shopping complex. The Duvall NFC marks BECU's first location in the Snoqualmie Valley. The 3,000-square-foot location will be located at 14241 Main St. N.E. BECU expects to hire six employees at each of its new locations.

These NFCs will join other recently opened locations in Pierce County, White Center and Spokane. Additionally in 2025, BECU will open future NFCs in Kirkland and Stanwood in the fall.

With more than 1.5 million members and $29.4 billion in assets, BECU is the largest not-for-profit credit union in Washington and one of the top four financial cooperatives in the country. Anyone who lives, works or goes to school in Washington is eligible for membership.

May 06, 2025

Clearwater Analytics

Sethi

Blendu

Clearwater Analytics, a technology platform for investment management, promoted Subi Sethi to chief operating officer and Cindy Blendu to chief administrative officer. These expanded leadership roles strengthen Clearwater's ability to scale globally, integrate its expanded platform, and deliver even greater value to clients following its recent acquisitions. During her five-year tenure at Clearwater, Sethi has transformed the company's business operations, driving significant improvements in gross margin, dramatically improving client satisfaction and successfully building global operation centers that are now operating at scale. As COO she will elevate the client experience through operational innovation and AI-driven solutions, while driving efficiency across operations. Blendu will expand her portfolio to include human resources, IT, and facilities management for the integrated company. Throughout her six years with Clearwater, Blendu has been instrumental in improving engagement, efficiency, and productivity across the organization. Clearwater Analytics is headquartered in Boise.

LegitScript

Portland-based LegitScript appointed three senior executives to its leadership team: Jaylene Kunze as chief financial officer, Chris Riggio as chief revenue officer, and Tom Cook as chief product and technology officer. With more than five decades of combined experience across multiple Fortune-ranked, publicly traded, and award-winning organizations, these executive additions will support the company's rapid scaling and continued innovation, particularly in advancing the capabilities of its recently launched Xray AI Risk Intelligence Platform. Kunze brings over two decades of financial and operational leadership, helping high-growth software companies scale efficiently and strategically through both organic and inorganic growth. Before joining LegitScript, she held leadership roles at Hexure, Uplight, and MWH Global, and she began her career in public accounting at Deloitte. She will lead LegitScript's finance, accounting, legal, compliance and IT teams. Riggio has more than 25 years of fintech and software industry experience driving revenue, strategy, and sales execution at companies such as Confluence, Institutional Shareholder Services and Intercontinental Exchange. As LegitScript continues to expand globally, Riggio brings a strategic, cross-functional approach to revenue acceleration and will oversee go-to-market initiatives and ensure alignment and agility across Enterprise sales, marketing, enablement, and customer success teams. Cook brings over 30 years of customer-centric product development leadership to LegitScript's product and engineering teams. He will spearhead the development of solutions to address evolving compliance challenges and to combat fraud. Cook previously served as an operating executive at Elliott Investment Management and held senior leadership roles at Datto, Viewpoint Construction Software, and Ixia.

May 02, 2025

Clearwater Analytics

Boise-based Clearwater Analytics, a technology platform for investment management, has completed its acquisition of Beacon Platform, a provider of enterprise risk analytics and developer infrastructure. The acquisition strengthens Clearwater's capabilities in complex portfolio management across both public and private markets, including structured products, private credit, and derivatives. With the integration of Beacon's cross-asset risk modeling with front-office capabilities and alternative asset intelligence from the acquisitions of Enfusion and Blackstone's Bistro platform, Clearwater will offer a unified platform that spans the full investment lifecycle—from trading and modeling to accounting and regulatory reporting. Beacon's modular infrastructure delivers real-time analytics, scenario modeling, and custom development environments. Once integrated, these capabilities will support next-generation solutions for portfolio construction, risk management, and stress testing, fully embedded within the Clearwater platform.

DexCare

DexCare appointed Matthew Blosl as chief executive officer and board member. Blosl succeeds co-founder Derek Streat, who will transition to DexCare's Board of Directors. Additionally, DexCare co-founder Sean O'Connor has been named president. Blosl has more than two decades of leadership experience. Prior to joining DexCare, Blosl held a senior role at Experity, where he spearheaded commercial initiatives that expanded market presence and played a pivotal role in securing Experity's leadership position in the ambulatory electronic medical record market. Backed by leading institutional and strategic capital, DexCare partners with many of the nation's premier health systems, including Kaiser Permanente, Piedmont, Providence, Texas Health Resources, and Community Health Network. Under Blosl's leadership, DexCare will focus on accelerating platform innovation, including the introduction of AI-driven capabilities, and deepening market adoption. Health systems rely on DexCare's platform to achieve the operational clarity to best-utilize clinician hours, to intelligently navigate consumers to care, and to regain cost controls for sustainable growth. DexCare is headquartered in Seattle and serves more than 57 million patients across 50 states.