Articles tagged "Valerie Brown"


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Why Valerie Brown is doing 19-whistlestop tour with her new CEO to sell -- ironically -- deep price cuts and a TAMP-for-millennials

The executive chairman and Jamie Price slash bond and ETF trading costs, roll-out robo-turnkey and create so-called NTF platform for brokers

January 11, 2017 — 2:26 AM UTC

Valerie Brown finds her CEO in UBS ex-prez Jamie Price off the obvious radar screen

In search effort the Advisor Group executive chair looked past kiss of death on the Price résumé and saw the digression off the corporate path as a positive

November 16, 2016 — 12:17 AM UTC

Valerie Brown re-poaches Cetera's Susan Theder cuing up AIG female trifecta

The Advisor Group executive chairman grabs her old chief marketing officer who had managed the unmanageable 'Cetera' brand and connected with advisors

February 25, 2016 — 8:46 PM UTC

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

January 26, 2016 — 8:47 PM UTC

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

December 16, 2015 — 2:28 AM UTC

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

May 20, 2014 — 8:08 PM UTC

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

May 14, 2014 — 4:54 AM UTC

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

January 29, 2014 — 2:36 PM UTC

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

June 28, 2013 — 12:59 PM UTC

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

April 8, 2013 — 4:14 AM UTC