Future CFO

NOVEMBER 29, 2023

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Another significant milestone was my stint as the chief audit and control officer based in Zurich, Switzerland. Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers.

Finance 52

Finance Leadership Auditing Math 52

CFO News Room

NOVEMBER 15, 2022

I think the biggest thing that started it was when we would have our branch audits, we never had any feedback about something on the RIA side. And the reason that I liked that one, because I’ve sold very few VAs in my career, but I could do the math on how that rider worked on a piece of legal paper and my calculator.

Planning 130

Planning Accounting Compliance Math 130

Barry Ritholtz

MAY 9, 2023

You begin in audit practice at KPMG. So how do you then go from tax and audit practice to finance and investing? And again, I ended up in the financial services audit practice at KPMG. But I would say generally, there’s less leverage in the system. It’s great to be here. What was the original career plan?

Investments 116

Investments Banking Advertising Finance 116

CFO News Room

NOVEMBER 22, 2022

And you start doing the math of the staff, and you’re like, “I can hire people for less than this.” ” I’ve seen a lot of industry discussion that’s essentially, the math of it can be better on the RIA side because you just don’t have to pay for the things that you don’t need in your platform.

Planning 130

Planning Communication Profit and Loss Education 130

Barry Ritholtz

MARCH 12, 2024

It’s that the, so that’s the core competency and it’s just leveraged into, if it’s a loan, if it’s a security backed by a loan, if it’s the actual estate itself. And I was always good at math and, and I had been writing code since I was in the sixth grade. But the consumers had culpability as well.

Profit and Loss 57

Profit and Loss Investments Marketing Securities 57