Insights

Oct
01

David Proskin Joins Integrated Solutions as a Managing Director to Drive Growth in Outsourced CFO, Fund Administration, and FinOp Services


Integrated Solutions is pleased to announce that David Proskin has joined the firm as a Managing Director, effective October 1, 2024. With over four decades of experience in the financial services industry including Alternative Investments and Securities Broker Dealers, Dave brings a wealth of expertise to the team.


Dave’s extensive background includes leadership roles at several top-tier financial firms, where he developed strong relationships and expertise across multiple facets of the financial services industry. His deep understanding of the financial services industry and his innovative approach to problem-solving make him an invaluable addition to Integrated Solutions.


“We ar...


May
22

Comment letter on the proposed changes to SEC Rule 17a‐5


Please follow the link below to download our comment letter.


Comment letter on the proposed changes to SEC Rule 17a-5


Aug
19
Jul
14
Feb
16
Jul
02
Jul
01
Jul
16

Comment Letter Regarding Regulatory Notice 17-14: Capital Formation


Please follow the link below to download our comment letter.



Regulatory Notice 17-14 Capital Formation


Jul
04
Apr
10