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  2. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    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 $4.9 trillion in assets under management, and, as of December ...

  3. Donald Regan - Wikipedia

    en.wikipedia.org/wiki/Donald_Regan

    Donald Thomas Regan [a] (December 21, 1918 – June 10, 2003) was the 66th United States secretary of the treasury from 1981 to 1985 and the White House chief of staff from 1985 to 1987 under Ronald Reagan . Regan studied at Harvard University before he served in the U.S. Marine Corps, achieving the rank of lieutenant colonel.

  4. USAA - Wikipedia

    en.wikipedia.org/wiki/USAA

    The United Services Automobile Association ( USAA) is an American financial services company providing insurance and banking products exclusively to members of the military, veterans and their families. [6] It was founded in 1922 in San Antonio, Texas, by a group of 25 U.S. Army officers as a mechanism for mutual self-insurance, when they were ...

  5. Greg Fleming (businessman) - Wikipedia

    en.wikipedia.org/wiki/Greg_Fleming_(businessman)

    Greg Fleming (businessman) Gregory J. Fleming (born 1963) is an American business executive and investment banker. [1] Currently, the CEO of Rockefeller Capital Management, [2] Fleming is also a lecturer at Yale Law School in ethics and financial markets. [1] He previously served as president and chief operating officer at Merrill Lynch, where ...

  6. Joseph Willit - Wikipedia

    en.wikipedia.org/wiki/Joseph_Willit

    Joseph Willit. Joseph Willett is an American investment banker who served as the chief financial officer (CFO) of investment bank Merrill Lynch & Co. from 1993 to 1998. [1] [2] [3] He would go on to serve as the chief operating officer (COO) Merrill Lynch's European operations from 1998 to 2002, succeeded by Andrea Orcel. [4] [5]

  7. Corrupt (disambiguation) - Wikipedia

    en.wikipedia.org/wiki/Corrupt_(disambiguation)

    Corrupt (disambiguation) Look up corrupt in Wiktionary, the free dictionary. A person who is corrupt is or has been spiritually or morally impure, or is acting/has acted illegally. By extension, the term is applied to a document, database or program being made unreliable by errors or alterations. Corrupt may also refer to:

  8. Auction rate security - Wikipedia

    en.wikipedia.org/wiki/Auction_rate_security

    Merrill Lynch's action created liquidity for more than 30,000 clients who held municipal, closed-end funds and student loan auction rate securities. Under the plan, retail clients of Merrill Lynch would have a year, beginning on January 15, 2009, and ending January 15, 2010, in which to sell their auction rate securities to Merrill Lynch if ...

  9. CumEx-Files - Wikipedia

    en.wikipedia.org/wiki/CumEx-Files

    CumEx-Files. Loss of roughly $63.2 billion. [1] The CumEx-Files is an investigation by a number of European news media outlets into a tax fraud scheme discovered by them in 2017. [1] A network of banks, stock traders, and lawyers had obtained billions from European treasuries through suspected fraud and speculation involving dividend taxes.

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