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  2. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments, formerly known as Fidelity Management & Research (FMR), is an American multinational financial services corporation based in Boston, Massachusetts.. Established in 1946, the company is one of the largest asset managers in the world, with $5.4 trillion in assets under management, and $14.1 trillion in assets under administration, as of June 2024, [4] Fidelity Investments ...

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    Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!

  4. Accolades Card - Wikipedia

    en.wikipedia.org/wiki/Accolades_Card

    The Merrill Accolades American Express Card, previously known as the Bank of America Accolades Card, was the first premium credit card offered by Bank of America.It is targeted exclusively at the bank's "affluent, wealthy and ultra- wealthy clients served through Premier Banking & Investments, The Private Bank of Bank of America and its extension, Family Wealth Advisors."

  5. Ken Lewis (executive) - Wikipedia

    en.wikipedia.org/wiki/Ken_Lewis_(executive)

    During the financial crisis of 2008, Lewis engineered the takeover of Merrill Lynch for $50 billion. The FDIC chairperson at the time, Sheila Bair, stated that the acquisition was overpriced, as Merrill Lynch along with Countrywide, which Bank of America also acquired, were "two of the sickest financial institutions in the country."

  6. E-Trade - Wikipedia

    en.wikipedia.org/wiki/E-Trade

    E-Trade logo from February 3, 2008 to December 31, 2021. In 1982, physicist William A. Porter and Bernard A. Newcomb founded TradePlus in Palo Alto, California, with $15,000 in capital.

  7. David Komansky - Wikipedia

    en.wikipedia.org/wiki/David_Komansky

    In 1968, Komansky joined Merrill Lynch as a broker. He became a regional director in 1981 and an executive vice president in 1990. Komansky served as a director and chief executive officer of Merrill Lynch from December 1996 to December 2002, and as a director, president and chief operating officer of the firm from January 1995 to December 1996.

  8. Winthrop H. Smith Jr. - Wikipedia

    en.wikipedia.org/wiki/Winthrop_H._Smith_Jr.

    Winthrop Hiram "Win" Smith Jr. (born 1949 in New York, New York) is the former executive vice president of Merrill Lynch & Co. and Chairman of Merrill Lynch International, Inc. He spent 27 years at Merrill Lynch, beginning in 1974, after receiving an MBA from Wharton , retiring in January 2002.

  9. Stanley O'Neal - Wikipedia

    en.wikipedia.org/wiki/Stanley_O'Neal

    In 1986, O'Neal joined Merrill Lynch and, by the early 1990s, he was running Merrill's leveraged finance division. [8] After spells as global head of capital markets and co-head of the corporate and institutional client group, he spent two years as CFO from 1998 to 2000. In 2000, he was appointed president of the U.S. Private Client Group, the ...

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