Study Group: Retail Brokerage Services Experts(?)
Council Members in this Study Group: 98
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Leading Experts in this Study Group
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Patrick YoungChairman
Danube Project
Patrick Young is Chairman of The Danube Project and is establishing a new CEE/SEE boutique investment bank in the Balkans. Mr. Young is a leading independent expert on exchanges and market structure with over 20 years of experience in various aspects of markets including derivatives. He has served as...
Barbara FraserFormerSVP, 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...
Principal
LJC Ventures
Lisa Curran is the Principal of LJC Ventures, an independent management consulting firm. Previously, Ms. Curran was the Director of Strategic Planning at the Chicago Mercantile Exchange. At the CME, she managed a team responsible for developing overall strategy. Ms. Curran performed strategic analysis...
William AtwellManaging Director
Atwell Associates, LLC
William Atwell is the Managing Director of Atwell Associates, an investment consulting firm. He has over 33 years of experience in the retail financial services industry. He was EVP and President of the Individual Investor Enterprise and Charles Schwab Bank at The Charles Schwab Corporation, having...
FormerPresident
FIDELITY BROKERAGE SERVICES, 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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GLG NewsSMAnalyses by this Study Group's Experts(?)
1. Profit margins are challenged by market conditions. 2. The marketplace is very competetive. 3. Regulatory power struggles create fewer channels for sales.
Correction in Global Steel Prices may be a long drawn process, as other countries like India tighten steel exports by imposing Export Tax varying from 15% to 5% on various steel products. The infrastructure & construction investments in South East Asia, Middle East & some parts of Africa are...
MF Global is one of the key players in the global exchange traded derivatives (ETD) brokerage industry with the power to make and potentially, to break, markets, leading to some fascinating -and very significant- political dynamics within the industry. MF Global has been stung by recent activity on...
Amazon is attempting to own the book business by exercising control of the small fast growing independent end of the market. Ultimately having done much good for book buyers and helped publishers, Amazon is now in danger of squeezing the small houses they have helped encourage. Book publishing is in...
Ultimately all markets go in cycles. The concept that property, to name but one sector, would forever go up, was a delusion of the Florida land grab of the 1920s and umpteen other times in history, not just the very recent past... Sadly in the modern age, the analysis remains that even with new-fangled...
Most Common Company Types:
- Boutique Private Client Services
- Consulting Firm
- Private Client Services
- Independent Consulting Firm
- Retail Brokerage
- Mutual Fund Management
- National Banks
- Strategic Management
Most Common Job Types:
- President
- Director
- Principal
- Chief Executive Officer
- Account Executive
- Chief Financial Officer
- Operations Executive
- Consultant
- Account Manager
- Partner
- Business Development Manager
- Managing Director
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