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Transcript: Melissa Smith, co-Head of Commercial Banking at JPMorgan

The Big Picture

The transcript from this weeks, MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan , is below. Melissa Smith is co-head of commercial banking for JP Morgan. Previously she was co-head of the bank’s Innovation Economy Group. And just to define that middle market sort of means in, in the commercial banking, right?

Banking 130
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#FASuccess Ep 403: Carving Your Path As An Investment Nerd By Building A Fractional CIO Solution For Other Advisory Firms, With Eric Stein

Nerd's Eye View

What's unique about Eric, though, is how he has chosen not to utilize the investment expertise he's built throughout his career to gather individual clients and manage their portfolios as a 'traditional' financial advisor with investment expertise, but instead to really stay focused on being an "investment nerd" by landing his current role as a partner (..)

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At The Money: Optimizing Personal Health in Finance

The Big Picture

” Full transcript below. ~~~ About this week’s guest: Phil Pearlman, is former Chief Behavioral Officer at the Bank of the Ozarks and founder of the Pearl Institute. Previously, he served as executive editor at Stocktwits and was chief behavioral officer at the Bank of the Ozarks. How does that show up in our portfolios?

Food 147
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10 Weekend Reads

The Big Picture

Business Insider ) • UBS Looks Beyond Credit Suisse to Bank Even More Billionaires : The return of CEO Sergio Ermotti and the acquisition of its Swiss rival have the bank doubling down on wealth management and expanding in the US. If the past is any indication, younger generations shouldn’t get their hopes up.

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Fundamental Analysis of Ujjivan Small Finance Bank

Trade Brains

Fundamental Analysis of Ujjivan Small Finance Bank : The concept of Small Finance Banks (SFB) was introduced in India in 2015. It was done with the aim of promoting financial inclusion for the unbanked and underbanked population. In this article on fundamental analysis of Ujjivan Small Finance Bank. Lakh Lives.

Banking 126
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NBFC stocks with high NIIs and low NPAs to keep on your radar

Trade Brains

The Indian non-banking financial sector demonstrates remarkable resilience through strong net interest margins and effective asset quality management. These companies deliver exceptional financial performance while maintaining robust credit portfolios. How is Reliance creating new revenue streams for the future?

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Best RK Damani Portfolio Stocks – Portfolio Analysis & Holdings

Trade Brains

Best RK Damani Portfolio Stocks: Investing in the stock market can be a daunting task, given the sheer number of stocks available to choose from. To simplify things, many investors follow the portfolio of successful investors such as RK Damani, who has amassed a fortune through stock investments. Who is RK Damani? Stock P/E 106.27