The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. And again, I ended up in the financial services audit practice at KPMG. Samantha Danziger is my audio engineer, Atika Valbrun is my project manager Sean Russo is my researcher, Paris Wald is our producer. RITHOLTZ: Sure.

Assets 300

Assets Clients Investments Investing 300

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Right. BRYANT: Number two, money is emotional.

Banking 148

Banking Economics Business Planning Economy 148

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. I’m talking about diversified financial services. BITTERLY MICHELL: It’s an engineering feat. My Audio Engineer is Justin Miller. I was econ and kind of geeky.

Clients 300

Clients Wealth Management Banking Investments 300

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. So that’s the math. John Wasserman is my audio engineer. Do you want to be in this business? You know, you have to improve your skills. Sean Russo is my researcher.

Valuation 163

Valuation Clients Investments Investing 163

The Big Picture

JULY 4, 2023

Their mainstay financial services practice, which was banking and equities, fell off a cliff. Samantha Danziger is my audio engineer. And that might give me some insight functionally into what I wanted to do next. And I found once I joined them that I was actually just really good at what they were doing.

Management 148

Management Recruitment Numbers Banking 148