General Questions and Definitions (Finance)
The most traded currency in the world
What is The US Dollar?
This job "Provides financial advice or guidance to customers for compensation... and can provide many different services, such as investment management, tax planning, and estate planning."
What is a Financial Advisor?
This philanthropist is the CEO of Berkshire Hathaway, titled as the third wealthiest man, and received the Presidential Medal of Freedom in 2011.
Who is Warren Buffett?
This event infected the global economy and financial markets. Originating in China and spreading globally, this event led to widespread disruptions in economic activity as governments implemented measures such as lockdowns and travel restrictions to contain the spread.
What is the 2020 COVID-19 Pandemic?
This bank is the product of a merger of two distinguished Pennsylvania banks in 1983. Each of these institutions had served diverse markets, so that the merger creating the company also became the largest bank in Pennsylvania.
What is PNC?
"A list of the largest 500 companies in the United States ranked by total revenue."
What is the Fortune 500?
This job "Performs account analysis, reviews financial statements, documents, and other reports to ensure they are accurate, conducts routine and annual audits, reviews financial operations, prepares tax returns, advises on areas that require more efficiencies and cost-savings, and provides risk analysis and forecasting."
What is an Accountant?
This person is a self-made millionaire stockbroker through fraud and corruption and was nicknamed "the Wolf on Wall Street".
Who is Jordan Belfort?
Began on "Black Monday, Oct. 28, 1929, when the Dow Jones Industrial Average (DJIA) plunged nearly 13% in heavy trading. While panic selling occurred in the first week, the greatest decline occurred in the following two years as the Great Depression emerged.
What is the Stock Market Crash of 1929?
Founded by Alexander Hamilton in 1784, this bank merged with a local Pittsburgh bank to form its current name. It is a global financial services platform company entrusted to oversee over $59 trillion in assets for clients around the world.
What is BNY?
"Investment securities where an investor lends money to a company or a government for a set period of time, in exchange for regular interest payments."
What is a Bond?
This job is "responsible for a variety of research tasks to inform investment strategy and make investment decisions for their company or clients. These roles are data-intensive and require strong mathematical and analytical skills."
What is an Analyst? (Financial Analyst)
One of the most renowned names in the banking world. He has been the CEO and Chairman of JPMorgan Chase since 2005. He has also been featured in TIME magazine’s list of most influential people multiple times.
Who is Jamie Dimon?
The sharp decline in economic activity that started in 2007 and lasted several years, spilling into global economies. It is considered the most significant downturn since the Great Depression in the 1930s.
The economic slump began when the U.S. housing market went from boom to bust, and large amounts of mortgage-backed securities (MBS) and derivatives plummeted in value.
What was the 2008 Great Recession?
This company is an independent, boutique wealth management firm based in Bridgeville, PA, founded in 1995 to provide comprehensive financial planning, investment management, and family office services to high-net-worth individuals, entrepreneurs, and families. The firm specializes in managing complex financial situations, typically managing portfolios of 7 million to 100 million per household, and emphasizes a high-touch, low client-to-staff ratio of 5:1.
What is Waldron Private Wealth?
EBIT is an acronym for...
What are Earnings Before Interest and Taxes?
This job is "a person whose work involves the provision of financial services for corporate and institutional customers, such as investing and raising capital and arranging mergers and acquisitions."
What is an Investment Banker?
Chairman and CEO of Morgan Stanley, one of the world’s leading global financial services firms. He has been the CEO since 2010, and the Chairman since 2012. His reputation as an influential investment banker goes beyond his Morgan Stanley tenure. He has held several executive positions at Merrill Lynch and served as a senior partner at McKinsey. He was also formerly the Director of the Federal Reserve Bank of New York.
Who is James Gorman?
"The stock market crash that occurred on October 19, 1987. On that day, the Dow Jones Industrial Average (DJIA) experienced the largest one-day percentage drop in its history. The DJIA fell by 22.6% or 508 points, and other stock market indices worldwide also experienced substantial declines."
What is Black Monday?
Founded in 1955 by John F. Donahue, Richard B. Fisher, and Thomas J. Donnelly, this Pittsburgh company has 902.6B in assets under management. On 2 July 2018 this company merged to make its new title by F-------- Investors acquiring majority ownership of H----- Fund Managers.
What is Federated Hermes?
The trading hours of the NYSE (New York Stock Exchange) during the week
What is 9:30 am-4:00 pm EST?
This job "holds the top financial position in an organization. They are responsible for tracking cash flow and financial planning and analyzing the company's financial strengths and weaknesses and proposing strategic directions."
What is a CFO (Chief Financial Officer)?
Hedge fund manager turned TV host, known for his CNBC program, "Mad Money,". He made a website, TheStreet.com, which provides Wall Street-related news, commentary, and advice. Throughout his run on television, he is also known for some historically bad stock picks.
Who is Jim Cramer?
A rapid rise in U.S. technology stock equity valuations fueled by investments in Internet-based companies in the late 1990s. The value of equity markets grew exponentially, with the Nasdaq rising from under 1,000 to more than 5,000 between 1995 and 2000.
What is the dotcom bubble?
Established on February 4, 1864, in West Greenville, PA, this Bank is a Pittsburgh-based diversified financial services holding company with over $50 billion in assets as of late 2025. It is operating around 350+ branch offices across Pennsylvania, Ohio, Maryland, West Virginia, North Carolina, South Carolina, Virginia, and Washington, D.C.
Many banks across the US used the name of this company to signify they were the first in their locale to receive a federal charter, resulting in numerous, unrelated companies of the same name historically and currently.
What is First National Bank (FNB)?