Tag Archives: Appointed

William Soady Appointed As President Of Bluestone America

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Los Angeles (PRWEB) February 19, 2010

On October 9, 2009, William Soady was appointed President of Bluestone America, a corporation specializing in asset management, asset based project securitization and funding and alternative funds acquisition. Having been with Bluestone for over a year, Mr. Soady has strengthened the company at a time when the organization is experiencing rapid growth and transition due to sustained high demand for securitized funding, and asset management services; states Charles Nam CEO.

Mr. Soady attended UC Santa Barbara, UC Berkeley and UCLA. Having established his own successful business, Xiron, Inc., Mr. Soady negotiated a series of multi-year development and strategic partnership agreements with Johnson & Johnson Medical and other Fortune 500 companies, ultimately reaching an annual sales figure of over $ 20,000,000 with 140 employees.

Soady remarked, “I am delighted to have been given the post of President at Bluestone America as we embark on a new financial year. I look forward to the opportunities and challenges that will arise as the company diversifies and grows. These are exciting times for the business, management and staff.”

The scope of Mr. Soadys business career includes co-founding RDL Holdings, which provided proprietary strategies for institutional and high net worth clientele. He later went on to becoming General Manager for Global Financial Services where he was successful in meshing Global into a variety of business sectors which included Real Estate Development, Financial services, Insurance and other investment products.

Mr. Soady brings over 30 years of experience in areas which include Medical, High-Tech, Telecommunications, Commercial Real Estate, Insurance & Annuities, Banking & Lending, Management and Marketing. William Soady holds multiple insurance and real estate licenses in a number of key states. He was influential in establishing Longevity Asset Fund Portfolios as a secure and profitable instrument for both the individual and institutional investors, domestic and abroad.

Charles Nam, Bluestone’s CEO, commented on this new appointment, I would like to offer William my personal congratulations on his new role. His unfailing commitment and pioneering work has been serving the company extremely well. We are currently going through an important phase in our expansion and I’m confident he will continue to make a valuable contribution during this stage and to the continuing success of the company.

Charles Dargan appointed as CFO of Bluestone America

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Los Angeles (PRWEB) February 20, 2010

Bluestone Americas CEO, Charles Nam, announces the appointment of Charles Dargan as CFO of the company. Mr. Dargan, starting on November 9, 2009, will head the management of all accounting, finance, structured and debt instrument planning departments. This position will also include mergers and acquisitions as well as financial planning.

Mr. Dargan received a B.A. from Dartmouth College in Government and Economics and a M.B.A. concentrating in accounting and finance. He also received a M.S. from USC with studies in derivative and security markets.

Mr. Dargan has previously held top positions in the industry such as Managing Director of the Seidler Companies Inc., Managing Director of the Los Angeles Investment Banking Office for L.H. Friend, Weinress, Frankson & Presson, Inc., Principal, CFO and Managing Director of Ambient Capital Group, Inc., Managing Director of Investment Banking and Director of Finance for Houlihan, Lokey, Howard & Zukin, Inc.

“Charles brings to Bluestone Americas unit, a broad careers worth of financial experience and an impressive track record in leading management positions in a number of organizations. His knowledge of the global financial market and his direct experience with domestic and multinational enterprises will provide Bluestone America with the leadership and expertise required to becoming a leading company in the foreseeable future,” said William Soady, President of Bluestone America, Inc.

Mr. Dargan has served as First Vice President, Corporate Finance for Drexel Burnham Lambert, Inc., in New York and Los Angeles. He was appointed as a senior accountant at Price Waterhouse & Company. Charles Dargan is Certified Public Accountant, Chartered Financial Analyst, Member Financial Executives International and Member of the Los Angeles Society of Financial Analysts.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info(at)BluestoneAmericaInc(dot)Com

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Related Securitization Press Releases

Bluestone Wealth Management Appointed as Transamerica General Agency

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Los Angeles, CA (PRWEB) March 28, 2010

Bluestone Wealth Management has been appointed as a General Agency for Transamerica to offer its insurance and financial products and services.

The appointment covers a broad array of specific types of policies and classes of business that Bluestone will be handling and underwriting. Transamericas product lines include Universal Life, Variable Universal Life, Survivorship Life, Term Life and Whole Life. Bluestone has developed a comprehensive, flexible and responsive market for insurance agents serving a variety of clients.

We are extremely proud of this appointment, mostly because Transamerica offers highly sought after products and services, said Charles Nam, CEO of Bluestone Wealth Management. Partnering with Transamerica, enables us to expand our platform of commercial products we are able to offer clients and partner-agencies in selected states.

The agreement initially allows Bluestone to underwrite Transamericas insurance product line and be one of the primary distribution outlets for these products through its network of active agencies.

Established in 1906, Transamerica was the first major life insurer on the west coast and is a pioneer in term life insurance. Today, Transamericas name is synonymous with experience, stability, and innovation. Transamerica has over one million policies in-force and financial strength ratings that are consistently at the top.

Bluestone Wealth Management was selected by Transamerica, in part, because of its existing charitable gifting programs and proprietary trust structures that are well aligned with Transamerica products.

With the addition of these and future products from Transamerica, Bluestone Wealth Management has taken another vital step closer to being the go-to choice for agencies insurance needs, by increasing the abundance of its offerings, said William Soady, President of Bluestone America, Inc.

“We are very excited about the appointment by Transamerica, as this new partnership allows us to provide our clients with the finest company, coverage and service and greatly increases our marketplace positioning,” said Mr. Nam.

About Bluestone Wealth Management

Bluestone Wealth Management is a leading financial firm, serving a high net worth client and investor base, and is a provider of an array of financial products and services focusing on financial planning, risk management, investment services and business and retirement strategies. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

About Transamerica

The Transamerica companies are members of the AEGON Group, a multinational insurance organization headquartered in Hague, Netherlands. AEGON is one of the worlds leading life insurance and financial organizations.

Transamerica companies offer a wide array of innovative financial services and products with a common purpose to help individuals, families, and businesses build, protect, and preserve their hard-earned assets. They have built their reputation on solid management, sound decisions, and consumer confidence since 1906. Transamerica is rated A by A.M. Best.

For more information on Bluestone Wealth Management:

Info(at)BluestoneAmericaInc(dot)Com

http://www.BluestoneWealth.com

http://www.BluestoneAmericaInc.com

For more information on Transamerica:

http://www.transamerica.com/


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More Securitization Press Releases

Mark Carrillo Appointed as Corporate Counsel of The Bluestone Group, LLC

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Los Angeles (PRWEB) June 24, 2010

On June 15, 2010, Bluestone Americas President, William Soady, announced today, the appointment of Mark E. Carrillo as Corporate Counsel of The Bluestone Group, LLC.

Mr. Carrillo will oversee all Longevity Asset activities including co-ordination and management of operations concerning 144A offerings, in-house due diligence, brokering, servicing and maintenance of Longevity Asset portfolios. Mr. Carrillo will interface with outside legal counsel responsible for securities, structured debt and other private placement and public offering activities.

Mr. Carrillo earned his bachelor of arts degree from the University of California Los Angeles (UCLA) and his Juris Doctorate from UCLA School of Law. He is admitted to the State Bar of California and has practiced before California state and federal courts, including the Central District of California and Court of Appeals for the Ninth Circuit.

Immediately after earning his law degree, Mr. Carrillo joined Sheppard, Mullin, Richter & Hampton LLP in Los Angeles as an associate attorney with the Corporate and Securities Practice Group. After years of private practice experience, Mr. Carrillo became Corporate Counsel of Life Advisors, Inc. and later Noble Financial & Insurance Services, Inc. While with Life Advisors and Noble Financial, Mr. Carrillo was responsible for all legal aspects of life settlement operations, including managing outside counsel.

“Mark brings to The Bluestone Group, LLC, a broad careers worth of legal and Longevity Asset experience and an impressive track record in leading management in a number of organizations. His knowledge of the global Longevity Asset market and his direct experience with domestic and multinational enterprises will provide Bluestone with the leadership and expertise required in becoming a leading provider of private placement and structured debt utilizing a Longevity Asset hedge,” said William Soady, President of Bluestone America, Inc.

About Bluestone America

Bluestone America is a conglomerate of domestic and global-based companies whose focus is asset management, asset based project securitization funding and acquisition of alternative assets. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info(at)BluestoneAmericaInc(dot)Com

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John T. Moss (Spirit) Appointed to Bluestone America Advisory Board

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Los Angeles, CA (PRWEB) June 26, 2010

Bluestone Americas President, William Soady, announced the appointment of John T. Moss (Spirit) as Advisory Board Member for Bluestone America. John T. Moss (Spirit) is currently the Chairman of The Board/Founder of the Native American Trade & Information Office, a Division of Caddo Assets Services Help (CASH) Community Development, (a 501(c) (3) organization). Mr Moss is a member of the Caddo Nation of Oklahoma and highly respected in both, the Indian tribal governments and the US government agencies, which deal with tribal laws and issues.

Mr Moss previously served as consultant to a leading international investment and merchant bank based in the US, active in Asia and Middle East. John acted as a key member of the negotiation and deal team, advising on cross border merger and acquisitions involving a $ 4 billion commercial bank from emerging markets, interfacing with senior level management, providing counsel on due diligence, financial analysis, strategic planning and investment recommendations to the buyer.

Our Indian managed non-profit goals, with its two divisions, are to provide funding and Tribal ownership in economic project development, education in business & personal finances, economic strategies & instruction on implementation; we play an important role in bringing self reliance to our great Indian Nations said John Moss.

John has received commendations by the City of Los Angeles and other government bodies for his work in both, the business community and his non-profit organizations established to advance the American Indian Nations.

Mr. Moss, his organizations and contributions are featured in the June 22nd, 2010 edition of Indian Country Today (a national American Indian publication).

“John brings to Bluestone America an extensive background in both business and non-profit organizations established to advance the America Indian Nations. Johns involvement and dedication to the development of Indian owned and operated business will give Bluestone the insight to effectively serve the financial and funding needs of gaming, hospitality and resort developments. The American Indian Nations have a very complex and developed business hierarchy in which John has been active in for many years. We are looking forward to serving this market as well as counting on Johns guidance and participation said William Soady.

About Bluestone America:

Bluestone America is a conglomerate of domestic and global-based companies whose focus is asset management, asset based project securitization funding and acquisition of alternative assets. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info (at) BluestoneAmericaInc (dot) com

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