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2. Thomas Ludlow Chrystie II - Wikipedia

   en.wikipedia.org/wiki/Thomas_Ludlow_Chrystie_II

   New York University ( MBA) Occupation (s) investment banker, real estate developer. Known for. first CFO of Merrill Lynch & Company. inventor of the Cash Management Account. Thomas Ludlow Chrystie II (May 24, 1933 – December 24, 2013) was an American banker who served as the first Chief Financial Officer of Merrill Lynch & Company and ...

3. John Thain - Wikipedia

   en.wikipedia.org/wiki/John_Thain

   John Thain. John Alexander Thain (born May 26, 1955) is an American financial executive and investment banker. He was president and co-COO of Goldman Sachs, and then CEO of the New York Stock Exchange. Thain then became the last chairman and CEO of Merrill Lynch & Co. before its merger with Bank of America.

4. Stephen Zimmerman (investor) - Wikipedia

   en.wikipedia.org/wiki/Stephen_Zimmerman_(investor)

   In the 2003, Zimmerman did set up a boutique, but with other ex-Merrill colleagues, Michael Marks and Paul Roy (as opposed to Galley, who remained in retirement). The new Venture was called NewSmith in a nod, Smith New Court, another City institution bought by Merrill Lynch in the 1990s and previously run by Marks and Roy.

5. Solo 401(k) - Wikipedia

   en.wikipedia.org/wiki/Solo_401(k)

   A Solo 401 (k) (also known as a Self Employed 401 (k) or Individual 401 (k)) is a 401 (k) qualified retirement plan for Americans that was designed specifically for employers with no full-time employees other than the business owner (s) and their spouse (s). The general 401 (k) plan gives employees an incentive to save for retirement by ...

6. Herbert M. Allison - Wikipedia

   en.wikipedia.org/wiki/Herbert_M._Allison

   Herbert Monroe Allison, Jr. (August 2, 1943 – July 14, 2013) was an American businessman who oversaw the Troubled Asset Relief Program (TARP) as Assistant Secretary of the Treasury for Financial Stability from 2009 to 2010. [1] His previous positions included president and CEO of Fannie Mae, a post to which he was appointed in September 2008 ...

7. Anne Scheiber - Wikipedia

   en.wikipedia.org/wiki/Anne_Scheiber

   Anne Scheiber. Anne Scheiber (October 1, 1893 – January 9, 1995) was an American IRS auditor and a post-mortem philanthropist who, over 50 years of retirement, secretly amassed significant wealth and upon her death donated it all— US$22 million —to Yeshiva University for scholarships for women. She never earned a salary of more than ...

8. Bernard Ramsey - Wikipedia

   en.wikipedia.org/wiki/Bernard_Ramsey

   New York City. Nationality. American. Alma mater. University of Georgia. Occupation. Executive. Bernard Bruce Ramsey (November 10, 1915 – July 11, 1996) was an executive with Merrill Lynch, a brokerage firm, but is best known for his philanthropic contributions to the University of Georgia. [1]

9. William Joseph McDonough - Wikipedia

   en.wikipedia.org/wiki/William_Joseph_McDonough

   Georgetown University ( MA) William Joseph McDonough (April 21, 1934 – January 22, 2018) was a former vice chairman and special advisor to the chairman at Merrill Lynch & Co. Inc., responsible for assisting senior management in the company's business development efforts with governments and financial institutions. He retired in 2009.