The Big Picture

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. RITHOLTZ: So you joined the leadership team in 2001, which is, you know, a decade — BUCKLEY: All right. And so we always have to make sure we have the team, the plan and the capabilities to do just that.

Clients 280

Clients Investing Investments Retirement 280

The Big Picture

MAY 7, 2024

So I got the job as Chief Revenue Officer of MSN in 2001. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.

Startup 148

Startup Advertising Engineering Numbers 148

The Big Picture

SEPTEMBER 23, 2024

He also spent time at Sebus and More Capital before launching his own firm in 2001. So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. It isn’t like that was the plan 40 years ago. I get hired by Citibank in planning.

Banking 148

Banking Investing Investments Assets 148

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. COHAN: His memoir came out literally on September 11th, 2001. And this book comes out on September 11, 2001. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259