About
About:
Over the past 30 years, I have been a top financial services Senior…
Over the past 30 years, I have been a top financial services Senior…
Activity
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More big news today as we tighten our partnership with BNY Mellon Pershing. Together we are by far the best independent firm for advisors who serve…
More big news today as we tighten our partnership with BNY Mellon Pershing. Together we are by far the best independent firm for advisors who serve…
Liked by Bobby Whalen
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Atlys is not just in the business of finance; we're in the business of disaster recovery, resilience, and mitigation. Our commitment to the disaster…
Atlys is not just in the business of finance; we're in the business of disaster recovery, resilience, and mitigation. Our commitment to the disaster…
Liked by Bobby Whalen
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Navigating today's financial landscape requires a strategic approach to portfolio diversification. Discover why #lifesettlements are an increasingly…
Navigating today's financial landscape requires a strategic approach to portfolio diversification. Discover why #lifesettlements are an increasingly…
Liked by Bobby Whalen
Experience & Education
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AIR Asset Management
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Last Friday (6/21) I retired from Ameriprise Financial following over 31 years of service. Looking forward to what’s next
Last Friday (6/21) I retired from Ameriprise Financial following over 31 years of service. Looking forward to what’s next
Liked by Bobby Whalen
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⭐️ I’m happy to share that I’ve obtained a new certification: CFA Institute Investment Foundations® Certificate from CFA Institute! This…
⭐️ I’m happy to share that I’ve obtained a new certification: CFA Institute Investment Foundations® Certificate from CFA Institute! This…
Liked by Bobby Whalen
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📢 Our third annual symposium was a success, bringing together institutional investors, RIAs, and wealth advisors to discuss trends and strategies in…
📢 Our third annual symposium was a success, bringing together institutional investors, RIAs, and wealth advisors to discuss trends and strategies in…
Liked by Bobby Whalen
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AIR Asset Management’s Hoch On Life Settlements As An Impact Investment Watch Now: https://lnkd.in/gmZJSpsw #RIA #RIAChannel AIR Asset Management…
AIR Asset Management’s Hoch On Life Settlements As An Impact Investment Watch Now: https://lnkd.in/gmZJSpsw #RIA #RIAChannel AIR Asset Management…
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We are proud to announce our ongoing commitment to increasing financial services professionals' awareness of their clients' ability to uncover the…
We are proud to announce our ongoing commitment to increasing financial services professionals' awareness of their clients' ability to uncover the…
Liked by Bobby Whalen
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Platt Richmond's Winning Sports Lawyer John R. Sigety was recently on ESPN960 Cougar Sports with Ben Criddle. John spoke about the potential impact…
Platt Richmond's Winning Sports Lawyer John R. Sigety was recently on ESPN960 Cougar Sports with Ben Criddle. John spoke about the potential impact…
Liked by Bobby Whalen
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Bill Scannell, Dell Technologies president of global sales and customer operations, said the AI arms race is just kicking off and it‘s already…
Bill Scannell, Dell Technologies president of global sales and customer operations, said the AI arms race is just kicking off and it‘s already…
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Portsmouth Financial Services has entered into an asset purchase agreement that will bring approximately 40 advisors and over $800M of AUM to Arete…
Portsmouth Financial Services has entered into an asset purchase agreement that will bring approximately 40 advisors and over $800M of AUM to Arete…
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📢 EisnerAmper on the rising trend of life settlement investing following our third annual Private #LifeSettlement Symposium earlier this month…
📢 EisnerAmper on the rising trend of life settlement investing following our third annual Private #LifeSettlement Symposium earlier this month…
Liked by Bobby Whalen
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Terrific time in Chicago speaking for AIR Asset Management ! What an amazing community! Thank you to the incredible team! Big thank you Amy Dernus…
Terrific time in Chicago speaking for AIR Asset Management ! What an amazing community! Thank you to the incredible team! Big thank you Amy Dernus…
Liked by Bobby Whalen
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Very proud to be leading the Atlys Global team and bringing unique financial solutions to contractors in disaster recovery. Atlys Global is proud to…
Very proud to be leading the Atlys Global team and bringing unique financial solutions to contractors in disaster recovery. Atlys Global is proud to…
Liked by Bobby Whalen
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The day has finally arrived and #lifeinsurancesettlements couldn’t be happier to be part of the agenda. Always happy to lend a hand whenever I can?…
The day has finally arrived and #lifeinsurancesettlements couldn’t be happier to be part of the agenda. Always happy to lend a hand whenever I can?…
Liked by Bobby Whalen
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