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  2. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Overview. Morgan Stanley is a financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals. The company operates in three business segments: Institutional Securities, Wealth Management, and Investment Management.

  3. Thomas R. Nides - Wikipedia

    en.wikipedia.org/wiki/Thomas_R._Nides

    Spouse. Virginia Moseley. Children. 2. Education. University of Minnesota ( BA) Thomas Richard Nides (born February 25, 1961) is an American banker and government official who served as the United States ambassador to Israel from December 2021 to July 2023. From 2013 to 2021, he was the managing director and vice-chairman of Morgan Stanley ...

  4. 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.

  5. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    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.

  6. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley . On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith ...

  7. 401(k) withdrawal rules: What to know before cashing out ...

    www.aol.com/finance/what-are-401k-withdrawal...

    The minimum withdrawal age for a traditional 401 (k) is technically 59½. That’s the age that unlocks penalty-free withdrawals. You can withdraw money from your 401 (k) before 59½, but it’s ...

  8. Edelman Financial Engines - Wikipedia

    en.wikipedia.org/wiki/Edelman_Financial_Engines

    1,500 [5] (2020) Website. edelmanfinancialengines .com. Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021, it has $291 billion in assets and more than 1.3 million clients. [4] [6] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial ...

  9. Morgan Stanley‘s CFO on adding talent for dealmaking: ‘We’re ...

    www.aol.com/finance/morgan-stanley-cfo-adding...

    Morgan Stanley (No. 61 on the Fortune 500) reported net revenue up 4% from a year ago, to $15.1 billion, for the quarter ended March 31. Net income rose 14% to $3.4 billion, compared with a year ...

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