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  2. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives (ranking third in the US in 1996) and was among the largest members of the New York Stock Exchange.

  3. Stanley O'Neal - Wikipedia

    en.wikipedia.org/wiki/Stanley_O'Neal

    In 1986, O'Neal joined Merrill Lynch and, by the early 1990s, he was running Merrill's leveraged finance division. [8] After spells as global head of capital markets and co-head of the corporate and institutional client group, he spent two years as CFO from 1998 to 2000. In 2000, he was appointed president of the U.S. Private Client Group, the ...

  4. Bank of America Merrill Lynch 401(k) Report Finds Employers ...

    www.aol.com/2013/03/07/bank-of-america-merrill...

    Bank of America Merrill Lynch 401(k) Report Finds Employers and Employees Taking Action to Improve Financial Wellness 401(k) Plan Design Features and Personalized Financial Advice Help Drive ...

  5. 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 ...

  6. Skaggs family - Wikipedia

    en.wikipedia.org/wiki/Skaggs_family

    See below.) This year Charles Merrill, a co-founder of the Merrill Lynch investment firm in 1914, engineered the merger of Skaggs United Stores and Safeway. M.B. became President of the new company and the stores were initially called Skaggs Safeway. They reverted to just Safeway after about 18 months.

  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.

  8. Market Rules to Remember - Wikipedia

    en.wikipedia.org/wiki/Market_Rules_to_Remember

    Market Rules to Remember is a list of ten cautionary rules for investors that was written in 1998 by the then-retired Chief Market Analyst at Merrill Lynch, Bob Farrell.. The rules became iconic on Wall Street and are frequently reprinted in leading financial advisory publicat

  9. Fenner & Beane - Wikipedia

    en.wikipedia.org/wiki/Fenner_&_Beane

    In 1941, Fenner & Beane merged with what was then known as Merrill Lynch, E.A. Pierce and Cassatt to become Merrill Lynch, Pierce, Fenner & Beane. [ 5 ] [ 6 ] In 1957, Merrill discontinued the use of the name Beane, replacing it with Smith in recognition of Winthrop H. Smith , a longtime chief of the firm.