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  2. Ascensus - Wikipedia

    en.wikipedia.org/wiki/Ascensus

    Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.

  3. Bernard Ramsey - Wikipedia

    en.wikipedia.org/wiki/Bernard_Ramsey

    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]

  4. Ken Lewis (executive) - Wikipedia

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

    Following Lewis' retirement, the bank has divested more than $60 billion of assets to increase capital levels, settled with Fannie Mae for $11.7 billion to end disputes on bad home loans related to the Countrywide acquisition, settled for $2.4 billion on an investor lawsuit related to the Merrill Lynch acquisition, joined an $8.5 billion ...

  5. How to Roll Over Your Merrill Lynch 401k

    www.aol.com/news/roll-over-merrill-lynch-401k...

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  6. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    At McKinsey he worked on the Merrill Lynch account for ten years, and helped develop Merrill's online internet strategy. [10] In 1999, he joined Merrill Lynch in the newly created role of chief marketing officer. [13] He also joined the 19-member executive management committee. [13] Within two years, he was in charge of Merrill's brokerage ...

  7. Sallie Krawcheck - Wikipedia

    en.wikipedia.org/wiki/Sallie_Krawcheck

    Sallie L. Krawcheck (born November 28, 1964) [1] is the former head of Bank of America's Global Wealth and Investment Management division and is currently the CEO and co-founder of Ellevest, a digital financial advisor for women launched in 2016.

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