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  2. Todd G. Sears - Wikipedia

    en.wikipedia.org/wiki/Todd_G._Sears

    Todd G. Sears (born 1976), American businessman and advocate for LGBTQ+ equality, is the founder and CEO of Out Leadership since 2010. [1] A former investment banker and private banker, he has served as Head of Diversity Strategy at Merrill Lynch from 2007-2008 and Head of Diversity and Inclusion at Credit Suisse from 2008-2010. [1]

  3. Peter Lynch - Wikipedia

    en.wikipedia.org/wiki/Peter_Lynch

    Peter Lynch (born January 19, 1944) [1] is an American investor, mutual fund manager, author and philanthropist.As the manager of the Magellan Fund [2] at Fidelity Investments between 1977 and 1990, Lynch averaged a 29.2% annual return, [3] consistently more than double the S&P 500 stock market index and making it the best-performing mutual fund in the world.

  4. Ameriprise Financial - Wikipedia

    en.wikipedia.org/wiki/Ameriprise_Financial

    Ameriprise Financial, Inc. is an American diversified financial services company and bank holding company based in Minneapolis, Minnesota. [1] It provides financial planning products and services, including wealth management, asset management, insurance, annuities, and estate planning.

  5. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    After graduating from Columbia Business School in New York City in 1987, [10] he joined McKinsey & Company and eventually became a senior partner in the firm's financial services practice. [12] At McKinsey he worked on the Merrill Lynch account for ten years, and helped develop Merrill's online internet strategy. [10]

  6. William Schreyer - Wikipedia

    en.wikipedia.org/wiki/William_Schreyer

    Schreyer worked as a junior executive trainee at Merrill Lynch in Buffalo, New York, where he also met his wife Joan (née Legg). In the early 1950s he spent two years on active duty as a lieutenant in the U.S. Air Force stationed in Germany in order to fulfill his Reserve Officers' Training Corps (ROTC) obligations; this experience is purportedly when his interest in international financial ...

  7. Jared Birchall - Wikipedia

    en.wikipedia.org/wiki/Jared_Birchall

    He started his career in finance at Goldman Sachs in New York City as a financial analyst in 1999. The next year, he moved to Los Angeles to work at Merrill Lynch & Co. as a private wealth adviser. [5] According to Financial Industry Regulatory Authority records, he was terminated in 2010 for "sending correspondence to a client without ...

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