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After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade
Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain
The move toward a 'very quick death' shocks virtually everyone as the New York data giant alludes to its plans to offer financial advice down the road
It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources
The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management
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