Sep 8, 2011
Genworth Financial snags Myra Rothfeld from Citibank
The TAMP is making the former Schwab and Citi executive its head of marketing
Tag
McWhinney
7 articles
Articles tagged "McWhinney"
Dec 16, 2010
Pershing wins Citigroup account and will support its RIA referral network
The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say
Feb 11, 2010
Postscript to the story of Charles Goldman parting ways with Fidelity Investments
Many people are still coming to grips with the quick split of the attractive couple
Jan 25, 2010
Former Schwab RIA veteran lands with Black Diamond
Welling looks to bring his big-company experience to fast-growing software firm
Oct 30, 2009
McWhinney gains aid of Myra Rothfeld
Citi continues to draw on former Schwab talent
Oct 14, 2009
Citi advisors seek potential suitors after McWhinney's tectonic pay shift
Beacon Pointe is busy interviewing nervous Citi advisors
Oct 6, 2009
Citigroup puts RIAs at the center of its strategy to retain banking clients
McWhinney's custody plan for RIAs may reunite her with Charles Goldman
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