Study Group: Research, Sales, and Trading Consultants (US)
Council Members in this Study Group: 251
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.
Contact Gerson Lehrman Group to survey or consult with members of this Study Group
Leading institutions connect with members of this Study Group through GLG
Leading Experts in this Study Group
Jerome FonsPrincipal
Fons Risk Solutions
Jerome Fons, Ph.D., is the Principal of Fons Risk Solutions, a firm providing advisory services in the areas of measuring and pricing credit risk, developing statistical credit risk models, and Basel II implementation. Mr. Fons also advises asset managers on investment strategies with respect to rating...
- Martin Kamarck
Principal
MAKO Consulting LLCMartin Kamarck is Principal of MAKO Consulting, providing strategic advice to clients. He is a director of Quadrant Structured Credit Products, a AAA-rated credit derivatives operating company owned by Magnetar Capital & Lehman Brothers. He recently completed longer-term retainer assignments for aEuropean...
- Josh Levy
Managing Director
Tactical Asset ManagementJosh 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...
Andrew WilcoxManaging Principal
Shareholder Service Solutions, Inc.Andrew (Andy) Wilcox is the Managing Principal of Shareholder Service Solutions, Inc., a specialized consultancy he founded in June 2006. The firm enables corporations to achieve best practices with their stock transfer and related services (contract terms & conditions, pricing, service delivery logistics),...
Raj MehraPresident & Founder
Chelsea Advisory ServicesRaj Mehra is the President of Chelsea Advisory Services, a financial risk and forensic accounting advisory firm in Washington DC. He has over 21 years of experience in areas such as banking, subprime mortgages, credit card, auto and student lending. Mr. Mehra is an expert in securitization and structured...
GLG NewsSM Analyses by this Study Group's Leading Experts (?)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
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Big Impact on Mutual Fund and Annuity Sales By Advisors
November 9, 2009
"New Rule Will Change the Way Funds are Sold" | www.marketwatch.com
The House Financial Services Committee passed the "Investor Protection Act of 2009", which would significantly impact how Mutual Funds, Annuities and other financial products are sold by Advisors. The legislation replaces "suitability" with "fiduciary" as the Advisor standard and brings fees and...
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Pillars of the Bull Market Provide Weak Long Term Foundation
September 29, 2009
Stock market analysis | www.nbc-2.com
Two of the pillars of the recent bull market are that cash is waiting on the sidelines and the worst of the housing market is behind us. Unfortunately, neither of these arguments is based upon facts.
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US Life Distribution will be driven by lead generation capabilities.pastdecade
August 17, 2009
Future of US Life Distribution | www.parkermco.com
The inability for life insurance advisors to obtain qualified prospects has resulted in the industry losing net advisors at an alarming rate for the last decade. The future belongs to the organizations that master lead generation. That can come from any distribution system but will be driven outside...
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Where do we go in Distribution for life insurance products in the US?
August 17, 2009
Future of US Life Distribution | www.parkermco.com
How will consumers find their way through the maze that is life insurance? Who will survive and be ready to capture market share?
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April 21, 2009
ING to shed €8 billion of assets | business.timesonline.co.uk
Also here it will be important to watch their retail reach in the US as they have put limits on new sales of insurance products because of capital concerns. They are also looking to possibly unload the retail broker dealer in the US.
Members in this Study Group include these company types:
- Consulting Firm
Members in this Study Group often have these job titles:
- Principal
- Consultant
- President
- Owner
- Managing Director
- Partner
- Chief Executive Officer
- Director