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2. Centerview Partners - Wikipedia

   en.wikipedia.org/wiki/Centerview_Partners

   www .centerviewpartners .com. Centerview Partners is an American independent investment banking firm. Centerview operates primarily as an investment banking advisory firm. Centerview has 60 partners and 400 professionals with expertise across a wide range of industries, geographies, transaction structures and sizes. [1] [2]

3. Tom Naratil - Wikipedia

   en.wikipedia.org/wiki/Tom_Naratil

   5. Thomas C. Naratil (born 1961) is an American business executive in the financial industry. [2] After serving as president of both UBS Wealth Management Americas and UBS Americas since early 2016, [3] Naratil was appointed CEO of UBS Americas Holding LLC and became co-president of Global Wealth Management of UBS Group AG and UBS AG in early 2018.

4. E-Trade - Wikipedia

   en.wikipedia.org/wiki/E-Trade

   E-Trade Financial Center, San Francisco. E-Trade Financial Corporation (stylized as E*TRADE ), a subsidiary of Morgan Stanley, offers an electronic trading platform to trade financial assets. The company receives revenue from interest income on margin balances, commissions for order execution, payment for order flow, and management services.

5. Thomas Lee (analyst) - Wikipedia

   en.wikipedia.org/wiki/Thomas_Lee_(analyst)

   Occupation (s) Co-Founder and Head of Research at Fundstrat Global Advisors. Children. 3. Website. www .fundstrat .com. Thomas Jong Lee, commonly known as “Tom” Lee is an American entrepreneur, financial analyst, strategist, investor, businessman, and full-time contributor on CNBC 's Fast Money, Tech Check, Halftime Report, and Closing Bell ...

6. Will Johnson (soccer) - Wikipedia

   en.wikipedia.org/wiki/Will_Johnson_(soccer)

   He retired from professional soccer shortly after, taking up a financial advisor role with Morgan Stanley. Central Florida Panthers/Crusaders. On May 2, 2021, Johnson made a return to soccer, signing as a player and player-mentor with developmental NPSL team Central Florida Panthers.

7. Wealth management - Wikipedia

   en.wikipedia.org/wiki/Wealth_management

   t. e. Wealth management ( WM) or wealth management advisory ( WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring ...