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Content tagged "Valerie Brown"



Valerie Brown: AIG products don't and won't get special treatment.

Why Lightyear's purchase of AIG Advisor Group isn't a Cetera-type fixer-upper case and how Donald Marron will respond accordingly
The New York-based private equity firm picked up ING's brokers in 2009 for a song after market meltdown but AIG networks has intangible value as a survivor

Tuesday 1.26.16
Valerie Brown was Donald Marron's ace in making a silk purse out of a Cetera.

Sources: Lightyear Capital is set to snap up AIG -- and perhaps install Valerie Brown as its leader
Heads of SagePoint, FSC, Royal Alliance and Woodbury are in New York, perhaps hashing out details of their new life under Donald Marron's private equity unit

Wednesday 12.16.15
Allison Couch went home to AIG without much to say about it.

As a second woman executive exits Cetera, a third one gets a bigger title
Allison Couch heads back to AIG and Erinn Ford gets a presidency on the heels of Valerie Brown's departure

Tuesday 5.20.14
Nicholas Schorsch: It wasn't what we both wanted. Fortunately or unfortunately there can only be one person in charge.

Why exactly Valerie Brown is out of a job at Cetera -- and Larry Roth is in
Nicholas Schorsch and his CEO may have differed on the way forward as Cetera's inorganic growth runs full tilt

Wednesday 5.14.14
Nicolas Schorsch is known as a man of his word but his word is not fully known on products.

Nicholas Schorsch invites 500 reps to NYC to kick off a 25-city barnstorming tour aimed at easing fears
A blizzard of conference calls with the RCS chairman have only had a band-aid effect so the more personal assault is on

Wednesday 1.29.14
Steve Dunlap joined Cetera for its flat organization. In his new home people 'can sit around a table and contribute ideas.'

Making sense of Steve Dunlap stepping into Barnaby Grist's 'big shoes' as Cetera's RIA czar
The Lockwood, Pershing and Schwab alumnus with a products and PM background is tasked with leading strategic development and expansion of Cetera’s RIA unit

Friday 6.28.13
Barnaby Grist: I do hope to come back to this industry and even to Cetera if the timing is right.

In the wake of an unusual HR event, Cetera is seeking its new Barnaby Grist
Donald Marron has worked to bring class to the IBD business ands Grist captured that in human form

Monday 4.8.13
Dale Brown is leading an expansion of the Financial Services Institute, the IBD's main lobbying group.

Nine things I learned as an RIA infiltrator in an IBD world
Squeezed by low-interest rates and high costs, IBD execs at FSI's OneVoice were looking to the RIA model with a little bitterness

Friday 2.4.11
Susan Theder: The opportunity was exciting and unique enough to make me think that it wouldn’t come around again – not with a management team and board of directors this strong and an entrepreneurial environment this enticing.

Cetera lifts a high-end talent out of Pershing but can the IBD establish itself as a brand presence among advisors?
Susan Theder left a big job and she is moving cross-country; she'll try to make 'Cetera' stand for more than the old ING Advisor Network in a new wrapper, analyst says

Thursday 7.1.10
Jay Quinn will help Barnaby Grist to make Cetera's broker-dealers better for hybrid RIAs

Jay Quinn joins Cetera subsidiary to help Barnaby Grist pave way for more hybrid RIAs
Two ex-Schwab executives unite in Los Angeles to upgrade old ING platform

Wednesday 2.24.10

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Steve Dunlap: One of the things I was always so outspoken about was the engineering was great but the user-interface and the experience was something that could have been better.
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Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
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