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Jacob Kosoff is the head of model risk management and validation at Regions Bank. The opinions expressed in the presentation are statements of the authors’ opinion, are intended only for informational purposes, and are not formal opinions of, nor binding on Regions Bank, its parent company, Regions Financial Corp. and their subsidiaries, and any representation to the contrary is expressly disclaimed.
March 1 -
Jill Goldstein is the talent and HR business process services lead at Accenture Operations. She has been helping leading global organizations deliver exceptional experiences for their employees as the Talent and HR Business Process Services Offering Lead for the last 6 years. Jill is responsible for improving market relevance and delighting our client—deploying applied intelligence and cultivating innovative talent to help our clients deliver business outcomes.
March 1 -
Even as Nevada, Maryland and New Jersey press ahead with their own proposals, the IAA seeks exemption for SEC-registered advisors.
March 1 -
Angelina Troy is a senior research director at Gartner Inc. within the Technical Professionals (GTP) group. Ms. Troy's research focuses primarily on public cloud and edge infrastructure, cloud cost analysis, and hybrid cloud computing. She also provides advice on data center to cloud migration best practices.March 1 -
More wealth management pros are joining mastermind groups, driven by the growing realization that the isolation that comes with running a business can hold back the business’s success.
March 1
CEG Worldwide -
If the client makes a mistake, they are advised to take the RMD as soon as they discover it so they can ask the IRS for a waiver of the penalty.
February 28 -
Jonathan Michael Thomas is senior counsel at Foley & Lardner LLP.
February 28 -
Michael Solomon oversaw a staff of 350 people at the regulator, according to his new employer.
February 28 -
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Bill Drew had been with Morgan Stanley and predecessor firm Smith Barney since 1995.
February 28





