History
The first fall of this bank occurred in 2008.
Lehman Brothers.
The largest bank in the United States, also known for its popular credit cards (Sapphire and Freedom Unlimited).
JPMorgan Chase.
This association is the publisher of the Journal of Finance.
American Finance Association (AFA)
CFO is the abbreviation for this position.
Chief Financial Officer.
SOX is the abbreviation for this federal law.
The Sarbanes-Oxley Act was passed in this year.
2002
This company is headquartered in Long Island, specifically Lake Success.
Broadridge
This conference will be held October 26-29, 2025, in Boston, MA.
Association for Finance Professionals (AFP) 2025 Conference.
Another name for a portfolio manager.
Investment Fund Manager
The CFA Institute Live 2025 conference will be held in this city.
Chicago.
The Dodd-Frank Act was passed in this year.
2010.
This bank was co-founded by Harold Stanley and Henry S. Morgan, the grandson of J.P. Morgan.
Morgan Stanley.
This association offers networking opportunities with over 4600 financial advisors.
National Association of Personal Financial Advisors (NAPFA).
The Certified Financial Planner (CFP) certification is a popular choice for those in this occupation.
Personal Financial Advisors.
The billionaire investor known as the "Oracle of Omaha."
Warren Buffet.
Financial systems before 2008 struggled due to a lack of this type of timely data.
Real time data.
Goldman Sachs helped this tech company go public in 1980, now it is one of the world's most valuable companies specializing in cell phones and laptops with an iconic logo of a fruit.
Apple.
This conference holds a case study challenge for aspiring financial advisors.
2025 NEMA Region Symposium.
Which of the following positions has the highest national median salary? Financial Analyst, Financial Manager, or Personal Financial Advisor.
Financial Manager.
The economic shifts that resulted from this time period (1870-1914) contributed to the successes of many early banks, such as Goldman Sachs, Wells Fargo, and J.P. Morgan Chase.
Second Industrial Revolution
Heavy regulatory burdens on smaller banks are a criticism of this federal law.
Dodd Frank Act.
This bank is known for its iconic stagecoach logo and founding date of 1852.
Wells Fargo.
The AI in Finance conference is hosted by this finance association.
American Finance Association (AFA).
Some daily tasks performed by those with this occupation are providing recommendations to individuals to determine a financial plan.
Personal Financial Advisor.
This international regulatory framework was updated after the Financial Crisis of 2008 and improved bank requirements.
Basel III.