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For four years, Working Mother has partnered with SHOOK Research to identify the top wealth advisor moms across the country. Michelle lives in Naples, Florida, and is mom to Connor, 23, Maddie, 22 ...
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 executive at Merrill Lynch, where he oversaw the deterioration of the firm's ...
Ken Lewis. Kenneth D. Lewis (born April 9, 1947) is the former CEO, president, and chairman of Bank of America, the second largest bank in the United States [1] and twelfth largest by total assets in the world. [2] While CEO of Bank of America, Lewis was noted for purchasing the failing companies Countrywide Financial and Merrill Lynch ...
BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with US$10 trillion in assets under management as of December 31, 2023. [1] Headquartered at 50 Hudson Yards in Midtown Manhattan, New York City, BlackRock has 78 offices in 38 ...
For decades, he has worked as a financial advisor for wealth management firm the Swift Group, under Merrill Lynch.
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). [8] 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.
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