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Angel Bennett is the assistant vice president of paid leave at Unum, a leading employee benefits and leave services provider.

Kevin Fromer is president and CEO of the Financial Services Forum, which represents the eight largest, most diversified U.S. banking institutions. Previously, Fromer was the executive vice president and head of public affairs for HSBC North America Holdings, where he was responsible for public policy and government affairs at the federal and state levels. Fromer spent over two decades in U.S. federal government, including as assistant secretary of the Treasury for legislative affairs from 2005-2009.

Kenneth E. Bentsen Jr. is president and CEO of the Securities Industry and Financial Markets Association.

Michael Simon is a consultant for ABBYY and the principal of Seventh Samurai, an e-Discovery and information governance expert consulting firm. Michael is a legal technology thought leader, having made over 100 presentations and written dozens of articles on e-Discovery and legal technology topics, including a book on Internet Law in 2002. He received his J.D. from Loyola University Chicago School of Law, and his B.A. cum laude from Tufts University.

Andrew Pery is a marketing executive at ABBYY, a global leader in content IQ and AI technologies and solutions. He has over 25 years of experience in the high technology sector focusing on content management and business process automation. Andrew holds a Master of Law degree with Distinction from Northwestern University, is a Certified Information Privacy Professional (CIPP/C) and a Certified Information Professional (CIP/AIIM).

About 350 employees at USAA may lose their jobs due to the deal.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.

Olivia Diaz is a business analyst at eTatvaSoft.com, an enterprise level web and mobile application development company. An avid reader and a passionate writer, she enjoys sharing her ideas on ground-breaking IT solutions, current IT trends and more.

The new recruits came at the expense of wirehouse rivals Merrill Lynch and Wells Fargo.

Kevin Foster-Keddie is president and chief executive of Olympia, Wash.-based WSECU.