Utilizing tech and automation streamlines operations and increasingly enables brokers and brokerage firms to eliminate the manual administrative tasks that typically slow processes down. Leveraging technology to work smarter, faster, and leaner allows brokers to focus their time on building strong client r...
Since 2001, Harry has worked for leading buy- and sell-side firms in securities finance. Throughout his career, Harry has helped define the negotiation posture taken by both hedge funds and banks with respect to key aspects of their prime brokerage and term financing relationships. At Bank of ...
This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to educate students...