المؤلفون: Wolfe, Daniel, Fitzgerald, Kate, Pape, Carter, Leffert, Catherine, Sanneh, Ebrima, Gargano, Frank, Schoenberger, Chana R., Crosman, Penny, Cross, Miriam, Egan, Mary Ellen, Dobbs, Jim

المصدر: American Banker Magazine. Jun2024, Vol. 134 Issue 5, p20-33. 12p. 21 Color Photographs.

مصطلحات موضوعية: Great men & women, Financial technology, Financial inclusion, Businesspeople, Personal finance, Onboarding (Management coaching)

الشركة/الكيان: Bank of Montreal 018088364 BMO

المؤلفون: Cross, Miriam

المصدر: American Banker Magazine. Mar2022, Vol. 132 Issue 2, p26-29. 4p. 4 Color Photographs, 1 Chart.

مصطلحات موضوعية: Financial technology, Charters, Cryptocurrencies, Onboarding (Management coaching)

الشركة/الكيان: Barclays PLC

المؤلفون: Shaw, Dan

المصدر: American Banker. 1/23/2024, pN.PAG-N.PAG. 1p.

مصطلحات موضوعية: Wall Street (New York, N.Y.), Wealth management services, Personal coaching, Retirement, Puzzles, Financial technology, Collateralized debt obligations

الشركة/الكيان: Goldman Sachs Asset Management (Company)

المؤلفون: Alix, Laura

المصدر: American Banker. 5/16/2019, Vol. 184 Issue 94, p1. 1p.

مصطلحات موضوعية: Charitable giving, Community organization, Personal coaching, Financial technology

الشركة/الكيان: J.P. Morgan Chase & Co.

People: Duckett, Thasunda Brown