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Carrie Kelley, who is a Director in the Insurance Consulting and Technology business, joined WTW in 2012 and is based in the Atlanta office. Her primary areas of practice are individual life insurance, COLI/BOLI products and principles-based reserving. She has assisted clients across a range of M&A, reserving, and financial modeling issues.
September 22 -
The bank's 'Project Genome' aims to convert corporate retirement and E-Trade clients to its wealth business.
September 22 -
From rising gas and toll prices to machete-wielding maniacs menacing Manhattanites, commuters into the nation's financial capital are frustrated.
September 22 -
Richard McBride is founder and CEO of
Certino , a cloud-based shadow payroll platform. He is a chartered accountant and chartered tax advisor with over 35 years in the industry and expert knowledge in global mobility, international employment tax and reward. Prior to founding Certino in 2017, he set up and led the global mobility function at Baker Hughes, delivering more than $250 million in employment tax cost savings over eight years (2008–2016).September 22 -
Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."
September 22
Financial Planning -
Federal investigators are uncovering billions of dollars in fraud tied to pandemic relief programs.
September 21 -
State regulators' enforcement actions for 2021 reveal which scams pose the greatest risks to investors.
September 21 -
With an average net worth of $278,000 in 2021, people aged roughly 26-41 are realizing they need professional financial help.
September 21 -
'Dilbert' creator Scott Adams recently compared ESG to a "colicky" baby with "firehouse diarrhea."
September 21 -
Andrew Housser is an accomplished entrepreneur and investor, and the co-founder and co-CEO of digital personal finance company Achieve. Previously, Housser worked in the financial services industry, doing private equity investing with Littlejohn & Co., and working in investment banking at Salomon Smith Barney. He has been named to the Silicon Valley 40 under 40 list and is a past winner of the Ernst & Young Entrepreneur of the Year Award for Northern California.
Outside of Achieve, Housser is a part-time angel investor and has served on the board of directors of several startup companies and two independent schools. Andrew received his MBA from Stanford Business School, where he was an Arjay Miller Scholar and received a BA summa cum laude from Dartmouth College, where he was a member of Phi Beta Kappa.
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