What's the best advice you've ever received? Here's what 2023 HousingWire Vanguard Michael Valdes shared about a lesson he learned early in his career. Nominations for the 2024 Vanguards are open now through July 31. Click here to nominate: https://8975.evalato.com/
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ESG & DEI is an ‘AND’…a method to add to core business strategies…NOT replace them. Lately there’s been significant push back as some firms have gone way too far and replaced thoughtful strategic ideas with performative ESG/DEI mandates. Lets not throw out the baby with the bath water… ESG/DEI does work…but not as a singular defining objective. They work in tandem with comprehensive business approaches. Just one man’s opinion Let’s GO!
At FSI OneVoice, Julius Buchanan spoke with Alex David, President and CEO of Stifel Independent Advisors. Steering the firm with dedication for almost three years, David's leadership has spurred ongoing recruitment triumphs. His journey, enriched by a substantial tenure at Wells Fargo FiNet and his influential role as Chair Emeritus of the Association of African-American Financial Advisors underscores his commitment to excellence and diversity in the financial advisory sphere.
On the Sidelines of FSI OneVoice | Alex David, President and CEO, Stifel Independent Advisors
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This Black History Month, AAAA’s Chair Emeritus Alex David, CEO of Stifel Independent Advisors shares recruiting success in 2024 and shares a business imperative for success going forward. #blackhistorymonth #wealthmanagement #financialservices #financialadvisors #financialplanning #ceotips #blackexcellence
At FSI OneVoice, Julius Buchanan spoke with Alex David, President and CEO of Stifel Independent Advisors. Steering the firm with dedication for almost three years, David's leadership has spurred ongoing recruitment triumphs. His journey, enriched by a substantial tenure at Wells Fargo FiNet and his influential role as Chair Emeritus of the Association of African-American Financial Advisors underscores his commitment to excellence and diversity in the financial advisory sphere.
On the Sidelines of FSI OneVoice | Alex David, President and CEO, Stifel Independent Advisors
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We're bullish on your future. Our Advisor Development Program supports your professional growth and your path to becoming a successful Merrill financial advisor. See how the Merrill Advisor Development Program can fit into your career journey. Lets connect and start a conversation!!! #merrill #career
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You can’t put a price on happiness but you can absolutely quantify the impact. According to an HBR article on the impact of Workplace Happiness on productivity, “Being happy at work isn’t just a win for employees; it’s also a win for employers. Novel research from Oxford has found a causal link between happy workers and a 13% increase in productivity. On the flipside, disengaged employees are unhappy employees, which costs the world $8.8 trillion dollars, or 9% of global GDP.” At Ray J we are in the business of people and putting people first is good business! https://lnkd.in/gWp7m7YD
Putting people first is our commitment – to our clients and our colleagues. That’s what makes Raymond James a place where good people grow. And we are proud to be recognized for this by Glassdoor, which named our firm to its 2024 list of Best Places to Work. Learn more: https://bit.ly/3SKDyLO
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As we bid adieu to 2023 and welcome the #NewYear, It was a remarkable journey and we would like to express my heartfelt gratitude for the manifold opportunities, challenges, and encounters that have enriched our journey in 2023. We extend my deepest gratitude to our #clients, #friends, #colleagues, and #mentors whose unwavering support, encouragement, and wisdom have played an integral role in my growth this year. May the wisdom gained in 2023 illuminate the path to a brighter and more fulfilling year ahead. Here's to embracing new opportunities, cherishing valuable connections, and perpetuating this journey of boundless growth and learning. #wealthmanagement #lifelessons #investinginsights #happiness with Wealth Metrics
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Director for Global Market Development, Milken Institute - building relationships and leading global educational partnerships to advance financial market development, inclusive growth, and innovation
Thanks for joining us Francis Medina, wonderful to see our IFC - International Finance Corporation - Milken Institute Capital Market Scholars having these impactful conversations and building such powerful networks that they can mobilize for growth, once they return home. And thank you Wave Digital Assets for providing such a valuable internship experience for Francis! #miglobal #ifc #gwsbproud #leadership #financialmarkets #emergingmarkets
I never imagined I'd be having conversations with Mr. David Malpass about my country and the Capital Markets program. Grateful for this opportunity.
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We're bullish on your future. Our Advisor Development Program supports your professional growth and your path to becoming a successful Merrill financial advisor. See how the Merrill Advisor Development Program can fit into your career journey. #merrill #hiring #career
Explore opportunities
careers.bankofamerica.com
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In the latest installment of our employee feature series, we sit down with another member of our advisor team, Megan Muller! Learn a bit more about my journey and who inspired me along the way. #employeefeature #finance #wealthmanagment #careerpath
🎉 We're back with another exciting employee feature, and this quarter, we're shining the spotlight on none other than our Wealth Management Associate, Megan Muller, MBA! 🎓 A year ago, Megan joined our squad as a part-time powerhouse, juggling spreadsheets and textbooks while working on getting her degree from Robert Morris University. 📚 Megan graduated this past May with not only her bachelor's degree but also her MBA! 🎭 Back in the day, Megan's debut role was as an usher, bringing smiles and guiding concert-goers at KeyBank Pavilion. 💼 Now, Megan's conquering the realm of wealth management with the same enthusiasm that got her through her ushering days. When asked for advice for aspiring wealth managers, she emphasized the importance of just being yourself and showing your personality authentically. 🙌 Let's give a round of virtual applause for Megan and stay tuned for more fascinating employee features and inspiring stories in the future! #EmployeeFeature #WealthManagemetn #RobertMorris #FirstJob #RoleModel #CareerAdvice #Finance #CareerJourney #MBA #CollegeGraduate
Employee Feature - Megan Muller
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I'm excited to introduce you to one of our newest employees, Megan Muller, MBA. I hope you'll take some time to watch this video to learn more about Megan and her journey to working with us. #employeefeature #finance #wealthmanagment #careerpath
🎉 We're back with another exciting employee feature, and this quarter, we're shining the spotlight on none other than our Wealth Management Associate, Megan Muller, MBA! 🎓 A year ago, Megan joined our squad as a part-time powerhouse, juggling spreadsheets and textbooks while working on getting her degree from Robert Morris University. 📚 Megan graduated this past May with not only her bachelor's degree but also her MBA! 🎭 Back in the day, Megan's debut role was as an usher, bringing smiles and guiding concert-goers at KeyBank Pavilion. 💼 Now, Megan's conquering the realm of wealth management with the same enthusiasm that got her through her ushering days. When asked for advice for aspiring wealth managers, she emphasized the importance of just being yourself and showing your personality authentically. 🙌 Let's give a round of virtual applause for Megan and stay tuned for more fascinating employee features and inspiring stories in the future! #EmployeeFeature #WealthManagemetn #RobertMorris #FirstJob #RoleModel #CareerAdvice #Finance #CareerJourney #MBA #CollegeGraduate
Employee Feature - Megan Muller
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