11/05/2019
Wells Fargo Names Head of Business Continuity and Resiliency
Wells Fargo is continuing to enhance and strengthen the resiliency of critical assets including buildings, utilities, technologies, business operations and people.
11/05/2019
Wells Fargo is continuing to enhance and strengthen the resiliency of critical assets including buildings, utilities, technologies, business operations and people.
11/05/2019
Whyte will be based in New York and will report to Randy Williamson, head of REGAL, and Christopher Jordan, head of HFG.
11/05/2019
Myers joined Wells Fargo in 1980
11/05/2019
Firm Appoints So Chong Yi as Chief Compliance Officer
11/04/2019
She has a Master of Business Administration from the Kelley Graduate School of Business
11/01/2019
Withers has a great reputation for advising leading founders, investors and the operational businesses behind big brands around the world.
11/01/2019
They had been part of a 123-person Merrill team in the city called the “Global Corporate and Institutional Advisory Services” group that oversees $79.6 billion in company retirement and stock-management plan assets, according to a Forbes ranki
11/01/2019
Combined, the group oversees $235 million in client assets, according to the firm.
11/01/2019
The attorneys previously served as partners with CKR Law LLP.
11/01/2019
The company said that leadership roles within each business unit have not changed.
10/31/2019
Prior to joining BNY Mellon Wealth Management, Shaun was a managing director at Umpqua Wealth Advisory, serving as chairman of the investment committee and leading the development of Umpqua's investment strategy, portfolio recommendations and portfol
10/30/2019
She will be based in the Naples Parkshore office
10/30/2019
She served on the executive committee of Loyola Marymount University’s advisory board for the accounting undergraduate and graduate schools.
10/30/2019
J.P. Morgan has been building up the brokerage unit for wealthy individuals that it inherited when it acquired the failing Bear Stearns Cos. during the financial crisis.
10/29/2019
They report to Michael Maron, a regional managing director based in Chicago, according to JPMorgan.
10/29/2019
The previous leader of Deutsche Bank’s Americas communications was Kerrie McHugh, who moved to Brookfield Property Group as head of communications and branding.
10/29/2019
Fuentes’ arrival brings Value Advice's employee count up to six as the firm looks to expand its base in Santiago.
10/29/2019
The investment in top talent comes on the heels of 10 consecutive years of positive net flows for the retail fund shop, underscoring the firm’s ongoing commitment to serving its growing client base both in the U.S. and internationally.
10/28/2019
Ramachandran spent more than 11 years at JPMorgan
10/28/2019
Her insight and thought leadership in risk management, cyber security and innovation will be a valuable asset for East West, as we continue to invest in technology to strengthen our franchise and improve our customer experience.”