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Julie Caperton
Head of The Private Bank and Wells Fargo Partnerships for Wealth & Investment Management. Discusses wealth management strategies and client needs.
Best podcasts with Julie Caperton
Ranked by the Snipd community
Oct 16, 2024
• 57min
Morgan Stanley Shares Soar on Trading Surge
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Alison Williams, a Senior Analyst at Bloomberg Intelligence and former Morgan Stanley employee, dissects the surge in Morgan Stanley's stock driven by strong trading results. Danielle Squires highlights the growth of women-owned businesses and resources available since 2019. Maria Menendez shares challenges in the home building industry in Florida. Kwanza Jones discusses the impact of philanthropy, while Suzanne Morrison and Jessica Murphy emphasize relationship banking in a competitive market. Together, they explore leadership, diversity, and wealth management strategies.
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