Person

Lucille Mayer

3 articles

Articles tagged "Lucille Mayer"

At Salesforce headquarters, they may or may not know an RIA from an IRA, but the company still solidified the exalted position of potential industry standard bearer.

Jan 17, 2013

12 key events of 2012 that rocked the RIA technology landscape, Part 1

Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more

Suresh Kumar's name was synonymous with NetX360 and now he's watching from a loftier BNY perch.

Oct 9, 2012

Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro

The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings

Mike Golaszewski: One of the things that brought me 3,000 miles across the country (from Schwab) was that Pershing actually does a really good job of knowing where the puck’s going.

Mar 15, 2011

Pershing keeps ahead in the mobile space with an Android app and mobile trading

The adoption rate by advisors is still very small but the big clearing is undeterred

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Lucille Mayer

Articles tagged "Lucille Mayer"

12 key events of 2012 that rocked the RIA technology landscape, Part 1

Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro

Pershing keeps ahead in the mobile space with an Android app and mobile trading

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