Press Releases
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The Doctors Bank Offers Exclusive Cash Management Program through Greenbook Financial Services, Inc.
-- Business Elite Package drives heightened efficiency into doctors’ practice
income streams
MANHATTAN BEACH, Calif. — December 5, 2006 — Beach Business Bank (OTCBB:BBBC)
(the "Bank"), through its division, The Doctors Bank, in conjunction with Greenbook Financial
Services, Inc., today announced the release of a sophisticated suite of services that will allow
doctors to achieve greater cash management, the Greenbook Business Elite Banking Package.
This exclusive program gives physicians and dentists the banking tools needed to maximize the
efficiency of their practice income, turning what is typically a stagnant asset into a growing pool
of assets.
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Advanced Equities and Greenbook Financial to Combine -
Significantly Expanding In-House Financial Planning and Advisory Services Capabilities
CHICAGO, June 30, 2006 – Advanced Equities Financial Corp. announced today that it has signed a definitive agreement to merge Greenbook Financial Services, Inc. (“Greenbook”) into a newly formed wholly-owned subsidiary dedicated to the expanding wealth management marketplace. The merger of Greenbook into the Advanced Equities organization will strengthen Advanced Equities’ position in the financial services industry and further diversify its mix of industry leading products and services. The two parties did not disclose terms of the agreement. Closing is expected to occur within the next several weeks.
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Greenbook Investment Management’s Jeffrey J. Mindlin Earns CFA Designation
Chartered Financial Analyst designation acknowledges professional experience and
commitment to investment ethics and standards
January 18, 2006—San Diego, Calif.—Jeffrey J. Mindlin, Greenbook Investment
Management's Director of Research and Co-Portfolio Manager for Discretionary Accounts,
was recently granted Chartered Financial Analyst (CFA) status by the CFA Institute. This
highly regarded designation is awarded to investment advisors who pass three 6-hour
practice-oriented examinations, each of which demands almost 250 hours of preparation.
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Greenbook Financial Services, Inc., Names Robert G. Thurlow President of Greenbook Pension Services, Inc.
November 15, 2005 – SAN DIEGO – Greenbook Financial Services, Inc., today announced Robert G. Thurlow, JD,
will assume the role of President of Greenbook Pension Services, Inc. Mr. Thurlow, recently honored with a
Lifetime Achievement Award by the National Institute of Pension Administrators (NIPA), brings 28 years of executive
experience in specialty employee benefits to Greenbook doctor clients.
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Greenbook Financial Services, Inc., Shields Doctors’
Business Assets with Professionals Retirement Strategy (SM)
Entity Risk Management Initiative
May 23, 2005 – SAN DIEGO – Greenbook Financial Services, Inc., today announced
the ability to help doctors implement entity risk management initiatives that put nonperforming
business assets to work inside creditor-exempt classes, thereby shielding
them from liability judgments while simultaneously earning incremental income.
Leveraging qualified pension plans and specific life insurance policies, the program also
helps doctors fund their retirement and insure themselves, their practices and their
families against unexpected life events.
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Greenbook Financial Services, Inc., Continues to Strengthen Asset Management Capabilities
April 18, 2005 - SAN DIEGO - Greenbook Financial Services, Inc., today announced
the latest in a series of ongoing enhancements to the company's discretionary asset
management capabilities. Jon Markman, a pioneer in the development of stock-rating
systems and screening software, joined Greenbook's Investment Management Division
as senior investment strategist and portfolio manager.
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Greenbook Financial Services, Inc., Extends Risk Management Platform
April 18, 2005 - SAN DIEGO - Greenbook Financial Services, Inc., today announced
an extension to the company's risk management platform by selecting Medical Justice
as a preferred service provider of proactive malpractice protection solutions for its
customers. Greenbook client doctors seeking to reduce the threat of frivolous legal
claims and damaging effects to reputations and finances will now have access to this
patented legal strategy.
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Greenbook Financial Services, Inc. Advances into Discretionary Asset Management Market Space
April 11, 2005 - SAN DIEGO - Greenbook Financial Services, Inc. today announced its expansion into discretionary asset management via the acquisition of infrastructure assets and investment processes of Pinnacle Investment Advisors, a quantitative investment management boutique. These incremental competencies will be utilized by Greenbook's Investment Management Division to provide customers with access to expanded investment options, financial expertise and enhanced portfolio design.
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