This episode features Eric Rabinovich providing an overview of SBA Lending. Eric is a loan officer for Live Oak Bank’s Professional Services Team. He joined Live Oak Bank in 2016 and has over 20 years of diverse finance and operations experience spanning the public and private sectors. Prior roles included time at U.S. Food and Drug Administration, PricewaterhouseCoopers in its public sector practice, where he supported the SBA’s $30 billion 504 loan program as a key member of their central servicing agent team. Eric earned his B.B.A at the University of Massachusetts Amherst, focusing on finance, operations and economics.

Eric’s contact information is:
eric.rabinovich@liveoak.bank
617-694-9353

In an age where our lives are increasingly online, the importance of protecting our digital footprint has never been greater. From personal data breaches to large-scale cyber attacks on corporations and governments, the threats are real and ever-evolving. But what exactly is cybersecurity? How can we protect ourselves and our organizations from these threats? And what are the latest trends and technologies shaping the future of digital security?

In this episode, we'll explore these questions and more. I’m excited to have William Buchanan who is Business Information Security Lead Business Information Security Office – Technology Risk & Assurance at Raymond James.

We'll discuss the basics of cybersecurity, the common threats we face, and practical tips to safeguard your information. Plus, we'll delve into the cutting-edge resources Raymond James utilizes to protect the firm and clients.

And with that I hope you enjoy this episode.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Expressions of opinion are as of this date and are subject to change without notice.

In this episode, we are joined by AJ Skinner and Brian Shannon, who are consultants from the Alternative Investments, Global Wealth Solutions Group at Raymond James. As some clients look to diversify beyond traditional stock and bond investments, this episode provides a comprehensive overview of alternative investments. AJ and Brian discuss what alternative investments are, the potential benefits, and key considerations when incorporating them into your portfolio. AJ and Brian bring a wealth of knowledge on alternative investments. Tune in to learn more about them and how they can play a role in your investment portfolio.

To discuss this in greater detail, we encourage you to reach out to us. You can contact us through our website at capitaledgewealth.com.