Remove Financial Services Remove Portfolio Remove Recruitment
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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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Top Indian Stocks Held By JP Morgan – Portfolio Analysis!

Trade Brains

Fungicides, herbicides, insecticides, plant growth regulators, rodenticides, and speciality crop chemicals are all included in the company’s crop protection portfolio. Top Indian Stocks held by JP Morgan #5 – TeamLease Services Ltd Human resource services are offered by TeamLease Services Ltd. ROE (%) 18.2

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

The Big Picture

Melissa Smith : So I definitely thought that I was gonna work in the public sector when, when I’m recruiting at JP Morgan I always, you know, get the question sort of how did, how did you get into investment banking? JP Morgan’s public finance team recruited specifically at the policy school. What was the original plan?

Banking 130
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My IBD was just sold. Now what?

Diamond Consultants

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. In 2021, Cetera Financial Group acquired Voya Financial Advisors. So what does an IBD advisor do next?

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Spin City: The New Wave of Deconglomeratization

Brown Advisory

Middling stock performance and clunky operations make it difficult for such companies to recruit or retain top talent. Criteria evaluated include market capitalization, financial viability, liquidity, public float, sector representation and corporate structure. An index constituent must also be considered a U.S.

Assets 52
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Transcript: Joanne Bradford

The Big Picture

And when I told her I was leaving SoFi after four years, just ’cause I was done with my financial services chapter until now, and she said, Hey, I’ve got a company for you in LA that I’m just about to invest in with two great founders. To my recruiter nanny, what she had to fire her suddenly one day.

Startup 147
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Transcript: Ted Seides

The Big Picture

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. That’s a really easy portfolio to create. SEIDES: Yeah.