Trustmark Bank’s Post

To kick off 2024, I’ve answered a few questions about Arbuthnot Latham and my role here, please see the article below. If anyone in my network would like to explore a private banking relationship, or knows someone who might, please do get in touch.

In between meetings with 3 different teams at Merrill Lynch in La Jolla, CA. I just left a voicemail for a #mutualfundwholesaler. His internal partner’s name is Joe Smith. If that name doesn’t scream “ witness protection” I don’t know what does! I told him as much on his voicemail. 😂 #KeepItLowFrictionAndNonfiction #medicareexecutionprocess #wealthmanagement #ria #financialadvisors #financialplanning

🌟 Proud of Our Team’s Longevity! 🌟 At Joseph, Mann & Creed , we believe that experience and stability are key to delivering exceptional service. 𝐓𝐡𝐚𝐭’𝐬 𝐰𝐡𝐲 𝐰𝐞’𝐫𝐞 𝐩𝐫𝐨𝐮𝐝 𝐭𝐨 𝐬𝐡𝐚𝐫𝐞 𝐭𝐡𝐚𝐭 𝐭𝐡𝐞 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐭𝐞𝐧𝐮𝐫𝐞 𝐨𝐟 𝐨𝐮𝐫 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐞𝐬 𝐢𝐬 𝐚𝐧 𝐢𝐦𝐩𝐫𝐞𝐬𝐬𝐢𝐯𝐞 11 𝐲𝐞𝐚𝐫𝐬! This longevity reflects the commitment and expertise of our team, allowing us to consistently provide top-notch debt collection services. Our experienced professionals are the backbone of our success, and we’re grateful for their dedication. Here’s to many more years of excellence together! 🥂 #TeamJMC #EmployeeExperience #DebtCollection #WorkplaceCulture #ExperienceMatters #accountsreceivable #accountsreceivables #CollectionAgency #DebtRecovery #CreditManagement #FinancialLeadership #CashFlowManagement #CreditControl #CFOInsights #AccountsReceivable #CorporateFinance #FinancialManagement #OrderToCash #CreditRisk #FinancialControllers #DebtCollection #B2BFinance #RiskManagement #CreditAndCollections #BusinessFinance #FinancialStrategy #CreditAnalysis

With financial year end not far away, organization's are reviewing the numbers, their strategy and as a result the capability on the Board and Executive team. There is a tremendous amount of re-structuring and changes in senior leadership about to take place. This summary highlights the recent moves, but it seems difficult to believe senior heads won't roll in the near future as performance slips. Time for some leadership.

Following Emma Dunkley's article on Barclays' research revealing the excessive cash holdings of many Britons, Greg Davies writes to the Financial Times to highlight how wealth managers can help clients avoid this behavioural pitfall - https://lnkd.in/e-ZBuSpj #BehaviouralFinance #BeFi #FinancialPlanning #FinancialAdvice #WealthManagement

Managing director Kevin Loundes and Senior Trust Manager Gemma Davies will be in #Manchester discussing their #assetprotection work between February 13-15. If you would like to know more about how they preserve and enhance #wealth please feel free to connect and arrange a meeting. #wealthmanagement #trustsandfoundations #companyformation

Access Holdings Plc is gearing up to announce the appointment of a new Acting Group Chief Executive Officer (CEO) in the wake of the tragic passing of its Group CEO, Herbert Wigwe. The decision comes following a helicopter accident in California that claimed Wigwe’s life on Friday night. The announcement of Wigwe’s passing was made by the group in a statement, expressing condolences and acknowledging his significant contributions to the company. The statement read, “In line with the Company’s policy, the Board will soon..... Tap the link in our bio to read more. #LeadershipChanges #ExecutiveTransition #CompanyUpdates #BusinessNews #CorporateLeadership #CEOTransition #LeadershipShift #ManagementChanges #LeadershipSuccession #BusinessTransition #CorporateAnnouncement #NewCEO #CorporateGovernance #BusinessLeadership #managementupdate

Didn't even know there was a National Financial Awareness Day but good to celebrate that we should all be financial aware! In my view the more knowledge/awareness you have the less likely you are to make mistakes with your finances. #financialawareness #charteredfinancialplanner

So proud of these folks and their achievements! All have been elevated as Platinum Advisors, recognized for their unwavering support and guidance to their clients. Samira Arikat, @Brian Armstrong, Shawn Bowen, Jeremy Mesches & @Sean Navage The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practic­es and team structure, may also be used to determine recipients. Platinum Council levels are based on the previous calendar year's gross revenue, and are defined as follows: Diamond – Top 25 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, Sapphire – Next 8%, Pearl – Best Practice Adopters with a minimum production $750k.

Check out this Q&A with Word in Black, where Wells Fargo's Wealth & Investment Management's Clarence Nunn shares career advice, his thoughts on diversity and inclusion, what it means to have an authentic voice, and more.