The Big Picture

FEBRUARY 21, 2023

And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. RITHOLTZ: So you joined the leadership team in 2001, which is, you know, a decade — BUCKLEY: All right. Like, we’re going to move on from them. We’re going back now. RITHOLTZ: Yeah.

Clients 279

Clients Retirement Investing Investments 279

The Big Picture

MAY 7, 2024

So I got the job as Chief Revenue Officer of MSN in 2001. And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500. Nobody believed the bust had happened.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

SEPTEMBER 23, 2024

He also spent time at Sebus and More Capital before launching his own firm in 2001. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. When you launched in 2001, what were you launching with More is a hundred plus.

Banking 147

Banking Assets Investments Investing 147

The Big Picture

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. I don’t know what you were doing in 2001 two, but I’m imagining the same approach held true. All periods of big market turmoil.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. COHAN: His memoir came out literally on September 11th, 2001. And this book comes out on September 11, 2001. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259