RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Citi"

Headline

Publish date

Julia Unger was Citi's head of global cards and just opportunistically joined a newly ambitious Walmart, which sees a bright banking and advice future for itself.

Walmart names its robo-advisor 'Hazel' and stocks up on talent with star hire from Citi, but its financial services venture still remains an enigma

The Bentonville, Ark. super retailer makes a filing with name, logo and a kitchen sink description of its fintech advisor and banking enterprise

April 13, 2021 at 2:03 AM
Myra Rothfeld: You walk the floors here and you really feel the energy.

Genworth Financial snags Myra Rothfeld from Citibank

The TAMP is making the former Schwab and Citi executive its head of marketing

September 8, 2011 at 3:05 PM
McWhinney chooses someone she knows and trusts

McWhinney gains aid of Myra Rothfeld

Citi continues to draw on former Schwab talent

October 30, 2009 at 3:53 PM

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING
Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings

Common Tags

Recent Articles

Popular Writers

RIABiz logo

RIABiz

About Us
Contact
Subscribe
Advertise

Directory

Archives

401(k) Stories
Breakaway Stories
Conferences
ETFs
Hybrid RIA
RIA Compliance
RIA Custodians
Robo-Advisors
TAMPs
Women of Wealth Management
People Moves
Technology

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.