Valerie Morini’s Post

Proud to see that Capital One earned the #3 spot overall, and the #1 spot in the banking sector of this year’s American Opportunity Index - measuring how well America’s largest companies drive economic mobility and positive career outcomes for their employees. #changingbankingforgood https://bit.ly/4fytMWM

Proud to see that Capital One earned the #3 spot overall, and the #1 spot in the banking sector of this year’s American Opportunity Index - measuring how well America’s largest companies drive economic mobility and positive career outcomes for their employees. https://bit.ly/40IM2bE

In a major move, Richard J. Smalley and Ali M. Girardi, who managed a staggering $400 million in assets, have transitioned from Morgan Stanley to form the Smalley Girardi Group at RBC Wealth Management in Westport, Connecticut. This strategic shift highlights RBC's ongoing recruitment drive, following its recent capture of a $2.8 billion team from UBS in Atlanta. 🚀 Having witnessed such dynamic changes in the industry, it's evident that strategic recruitment is vital for sustained growth. A well-executed transition not only boosts a firm's portfolio but also fosters new growth opportunities for the transitioning advisors. 🤔 What strategies have you found effective in making such significant moves seamless? How does your organization support advisors during transitions to ensure both growth and stability? The financial services landscape is ripe with opportunities for those who plan and execute carefully. Let's discuss strategies that have proven successful in these transitions.  #AdvisorMoves  #WealthManagement  #RBC  #CareerTransition  #FinancialGrowth  #MorganStanley

Goldman Sachs has reported a 150% increase in second quarter profits, driven by a resurgence in dealmaking and underwriting activities. The New York-based investment bank posted net earnings of $3.04 billion, reflecting a broad revival in investment banking. This significant growth highlights the healthy economy and increased activity on Wall Street. #GoldmanSachs #InvestmentBanking #WallStreet #FinancialServices #EconomicGrowth

🌍 Exploring the Global Influence of Goldman Sachs 🌍 Goldman Sachs is more than just an investment bank. It’s a global institution that shapes economies, influences policies, and drives financial innovation. In my latest article, I delve into: ✨ The fascinating history of Goldman Sachs, from its humble beginnings in 1869 to its rise as a financial powerhouse. ✨ What Goldman Sachs does, including its pivotal role in investment banking, asset management, and global markets. ✨ The unique "revolving door" between Goldman Sachs and government positions worldwide, featuring prominent figures like Hank Paulson and Mario Draghi. ✨ The firm’s unparalleled power today, challenges ahead, and future prospects in an ever-evolving financial landscape. 🔗 Dive into the full article to uncover the cultural and economic footprint of one of the world’s most influential institutions. #GoldmanSachs #Finance #GlobalMarkets #InvestmentBanking #EconomicInfluence #FinancialInnovation #Leadership #Government #BusinessStrategy #History #FutureOfFinance

RBC Wealth Management continues to make strides by adding a 15-person UBS team managing $2.8 billion in client assets to their Atlanta office. This high-profile team, known as the 770 Group, underscores RBC’s commitment to expanding its presence in key markets. From my perspective, seeing such significant moves highlights the dynamic nature of our industry and the importance of choosing a firm that aligns with one’s professional values. As advisors, we often contemplate whether to stay with our current firm or explore new opportunities that promise better resources and support. 🔍 How do you evaluate the potential of new firms when considering a move? What factors weigh heavily in your decision? Engaging in these moves provides a fascinating glimpse into the competitive landscape of wealth management. RBC’s appeal seems tied to its blend of boutique feel and robust resources, a combination that clearly resonates with top teams. 💬 Let’s discuss: What elements do you find most compelling when considering a change in your professional environment?  #WealthManagement  #FinancialAdvisors  #RBCHires  #UBSTeam  #AdvisorMoves  #ClientAssets  #ProfessionalGrowth  #IndustryTrends

In the dynamic world of financial advisory, significant moves often signal broader industry shifts. 🧭 Recently, Merrill Lynch showcased its relentless recruitment drive by onboarding a powerhouse team from Morgan Stanley managing $2.2 billion in assets. James Oberheide and Brandon Schlesinger, now part of Merrill's Private Wealth unit, bring decades of expertise and a robust client base. Their decision to join Merrill reflects a broader trend of high-stakes advisor moves and M&A activity reshaping our industry. 👉 Have you ever contemplated a move for the benefit of your clients or career growth? Statistics show that successful transitions can unlock massive growth potential for both advisors and clients. But it's essential to navigate this landscape carefully. 🔍 What are your thoughts on the frequent advisor movements? And if you're an advisor, what factors do you consider most crucial when contemplating a change?  #FinancialAdvisors  #WealthManagement  #AdvisorMoves  #MerrillLynch  #MorganStanley  #CareerGrowth

There's a buzz in the financial services world as UBS and Morgan Stanley recruit two prominent Merrill Lynch teams, managing a combined $861 million in assets across New Hampshire and Texas. Personal connections often play a crucial role in such moves. Imagine being a seasoned advisor looking for a fresh start with new opportunities. It's a scenario many can relate to—switching gears for professional growth or better client offerings. 🤔 What factors drive financial advisors to shift teams in your experience? Is it the pursuit of higher payouts, better working conditions, or something more personal? 🌟Jared Breault’s transition to UBS, bringing $400 million in assets, and L. Rene Farret joining Morgan Stanley with his $461 million book underline the dynamic nature of our industry. 🔍 If you're considering a move, what weighs most in your decision? I'd love to hear your thoughts!  #AdvisorMoves  #UBS  #MorganStanley  #MerrillLynch  #WealthManagement  #CareerTransitions

I am thrilled to announce that I have been selected from over 10,000 applicants to participate in 2024 Virtual Insight Series at Goldman Sachs! After the Market Madness, This would be my second venture with Goldman Sachs and I can't wait to go through it! Let's go :D #investmentbanking #goldmansachs #assetmanagement #networking #virtualinsightseries #finance #professionaldevelopment #investmentbanks #financialindustry

🌟 From Aspiration to Achievement🌟 Embarking on Citi Investment Banking virtual experience with Forage was a transformative adventure. As someone passionate about finance, I was thrilled to dive into the world of mergers and acquisitions, playing the role of a buyside analyst for Big Box Retail in their quest to acquire a smaller retail company. The journey was challenging yet immensely rewarding. I began by crafting a detailed company profile for the target, delving deep into its strengths and potential. Then, I moved on to creating a five-year financial projection, meticulously building an income statement model in Excel. The process taught me the intricacies of financial forecasting and the art of precision. Next, I drafted a comparative company analysis, learning to evaluate companies against industry benchmarks and peers. This task honed my analytical skills and deepened my understanding of market dynamics. Finally, I synthesized an investor update into an internal summary report, translating complex financial data into actionable insights. This experience was more than just a simulation; it was a stepping stone towards my future in finance. I am incredibly grateful to Citi and Forage for providing this platform, enabling me to grow and learn in ways I had never imagined. As I continue my journey, I am eager to apply these newfound skills and knowledge to real-world scenarios. The path ahead is bright, and I am more determined than ever to make a meaningful impact in the finance industry. Here’s to pursuing dreams, embracing challenges, and achieving new heights! 🚀 #InvestmentBanking #Citi #Forage #Inspiration #FinanceJourney #ProfessionalGrowth