Study Group: Discount/Online Brokerage Services Experts

Council Members in this Study Group: 111

This study group may include experts knowledgeable on commercial banking, retail banking, asset management, mortgages, consumer finance, exchanges, capital markets, transaction processing, credit cards, insurance, and business services.

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Leading Experts in this Study Group

Patrick Young

Founder and Chairman
Derivatives Vision

Patrick Young is the Founder and Chairman of Derivatives Vision, a securities exchange advisory and media company. Mr. Young has over 22 years experience in securities exchanges focused on ETFs, hedge funds, single stock futures, stock exchange structures, and market structures. His background is in...

Justin Hupet, CFA

Consultant
Justin Hupet

Justin Hupet is a Canada based independent Consultant specializing in capital markets, investment, and financial and business services consultancy to institutional asset managers, hedge funds, private equity firms, and broker/dealers; as well as financial intermediation, divestitures, and corporate...

Daniel Lintz

President & Chief Executive Officer
Safe Harbour Japan K.K.

Daniel Lintz is currently President and Chief Executive Officer of Safe Harbour K.K., a risk management consultancy. Mr. Lintz provides powerful insight into regulatory developments affecting the Japanese consumer lending industry. He is also an expert in Japanese real estate securitization, banking...

Barbara Fraser

FormerSVP, Global Brand Strategy
AMERICAN EXPRESS COMPANY

Barbara Fraser was Senior Vice President, Global Brand Strategy for American Express; she was one of the company's top 50 executives until her retirement in August 2006. During her five years at American Express, Ms. Fraser also served as Executive Vice President, Products and Chief Marketing Officer...

Geoffrey Bobroff

President
Bobroff Consulting Inc.

Geoffrey Bobroff is President at Bobroff Consulting, a Rhode Island-based mutual fund consultant and advisory firm. Mr. Bobroff has over 35 years of experience in the asset management business. Bobroff Consulting advises clients that offer packaged financial products such as mutual funds, variableinsurance...

Josh Levy

Managing Director
Tactical Asset Management

Josh Levy is the Managing Director of Tactical Asset Management, a foreign exchange investment advisory and algorithmic proprietary trading firm, which he founded in 2004. Mr. Levy has over 18 years of forex sales & trading experience. He was a Senior Interbank Forex Trader at Goldman Sachs' global...

David White

Managing Principal
Riskapital Advisors

David White is Managing Principal at Riskapital Advisors, an Australia-based independent consultancy specializing in securities and banking products, fixed income, equity and credit derivatives, as well as stock exchange and futures exchange regulation. Between March 1995 to April 1999, Mr. White was...

Robert Mazzarella

Chairman & CEO
PYXIS MOBILE, INC.

Robert Mazzarella has over 33 years experience in the securities industry, including 18 years at Fidelity Investments. He retired as the President of Fidelity Brokerage Services, LLC in February 2002. As President, Mr. Mazzarella had overall responsibility for all of Fidelity’s retail brokerage products...

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ISDA Determination on JAL Rehabilitation Not Welcome

November 19, 2009