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Banc of America Securities LLC ( BAS ), was the investment banking subsidiary of Bank of America until it was merged with Merrill Lynch after that firm's acquisition in 2008 to become Bank of America Merrill Lynch. Headquartered in New York City, the company competed in both the domestic and international equity and investment banking markets.
SoFi Technologies, Inc. (commonly known as SoFi) is an American online personal finance company and online bank.Based in San Francisco, SoFi provides financial products including student loan refinancing, mortgages, personal loans, credit card, investing, and banking through both mobile app and desktop interfaces.
2. Relatives. Katharine Williams (sister) James Patrick Gorman [1] AO (born July 14, 1958) [2] is an Australian-American businessman and financier. He has been executive chairman of Morgan Stanley since 2012, and was CEO of the firm from 2010 through 2023. Before becoming CEO, he was the co-president and co-head of strategic planning at the firm.
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. He is a 1971 graduate of Amherst College.
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.
Spouse. Nancy Garvey. Children. 2. Earnest Stanley O'Neal (born October 7, 1951 [2]) is an American business executive who was formerly chairman and chief executive of Merrill Lynch having served in numerous senior management positions at the company prior to this appointment. O'Neal was criticized for his performance during his tenure as chief ...
Komansky retired as chairman from Merrill Lynch in July 2003. [4] He served as a director of BlackRock and as a member of the international advisory board of the British American Business Council. He was also a member of the board of directors of London-based WPP plc, a business conglomerate. In 2001, he was appointed to the board of trustees ...
Charles Edward Merrill (October 19, 1885 – October 6, 1956) was an American philanthropist, stockbroker, and co-founder, with Edmund C. Lynch, of Merrill Lynch (previously called Charles E. Merrill & Co.).
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