Diamond Consultants

NOVEMBER 29, 2022

In today’s heightened regulatory environment, risk reduction is often a firm’s top priority—making advisors more vulnerable than ever before. Knowledge is power—particularly in a world where compliance scrutiny has ramped up, and firms prioritize risk reduction over revenue creation. Let’s start with internal investigations.

Compliance 52

Compliance Recruitment Media Planning 52

The Big Picture

MAY 9, 2023

What was the original career plan? SALISBURY: Honestly, I didn’t really have a long-term plan. SALISBURY: Yes, I’d love to tell you there was some great master plan. Risk appetite was changing. We just get to focus on assets and asset risk management. You begin in audit practice at KPMG.

Assets 290

Assets Clients Investing Investments 290

The Big Picture

MAY 23, 2023

This is a fascinating conversation about business growth and leadership and management and how to run a team. Were the plans to become a solicitor or a barrister? So that’s — that’s what the plan was. And so, it was a plan to get into this space, get experience from being an insider, in business and go back.

Clients 154

Clients Management Engineering Investing 154

The Big Picture

AUGUST 15, 2023

And so alongside of Wall Street recruiting in my senior year, I interviewed at the Yale Investments Office and was fortunate to get that job and violated the two principles I had at the time, which was I wanted to be in a training program and I wanted to leave New Haven. Let me say what your compliance wouldn’t allow you to say.

Management 130

Management Investing Investments Government 130