Finance

Has anyone prohibited from trading single name securities used betterment or Wealthfront? Are those reportable accounts since they can’t hold single name securities/sector ETFs?

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Posting as :
works at

Anything you invest, report it. Trust me it’s easier that way. Don’t try to get around it...

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I use Wealthfront, it’s disclosed to my firm but they know I don’t have actual discretion over investment decisions so it’s fine.

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Additional Posts

What's the average salary for a VP digital media professional in NYC?

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Thinking about leaving B4. Will be a senior 1 in tax come October. Been doing some thinking and can’t decide if being in tax long term is for me. Want to transition into finance role. Thinking about leaving to be a finance associate somewhere and wanted to get input as the career paths for these moves. Ultimately want to be a CFO I think. I know pay is variable but in northeast is it substantial? Worth foregoing the chance of being partner? Fear is not making it and then being pigeon holed.

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Any recs on how to approach resignation convo with your project Senior Manager? Have setup a call with mine a little later this morning.

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What is the biggest jump you've seen someone make straight after leaving big 4? I know a Senior 1 who jumped into a Sr. Tech Manager role at a large private firm. Made director after 2.5 years shortly

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Any advantages to waiting until consultant promotion to start searching for an exit ? Could I then target Manager exit opportunities?

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Just had an internal strategy interview. Interviewer, “I’ve never heard of Kearney / AT Kearney. What do they do?” Ex-Deloitte. My fish, are we not well known?

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Any thoughts on shifting 401k contributions from traditional to Roth with the new tax code changes? I'd imagine a lot of us benefit from lower tax brackets in 2018.

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Deloitte Moms - anyone go through ivf utilising the firm’s benefit? We are starting the process, see that insurance covers up to $25k, and wanted to see how the financials actually work in practice

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Are White House black market shoes comfy? Looking to get a pair of pumps. Forgot to pack dress shoes this week and this store is in front of the hotel lol

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Avoiding the question about layoffs. Good job Miles.

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Got an interview for process transformation for UBS internal consulting, does anyone have any tips?

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Put in a management position after being a freelance Sr. Producer for 6 months, have no support for a year, turn the biz around, get praises for a year....no raise when raise cycle hits

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Anyone have comp call yet? Trying to see what senior 1-2 raise was for southeast bap

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Does anyone know how long you need to work with Salesforce to be eligible for maternity?

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Anyone use Plastiq to meet credit card minimum spend limits? Can you share your experience?

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12 man, 1 PPR league, 4th pick + NE Defense. James Robinson on bench (JAC RB - not depicted) Thoughts?

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Chatting with a friend and he's in the process of trying to improve his credit score, but he has charge-offs (basically credit card balances he couldn't pay a few years back because he lost his job - the cc company closed his account and sent it to collections). I'm not familiar with charge-offs. Has anyone dealt with them effectively? He's considering doing one of those credit repair services, but they seem like snake oil salesmen. Constructive suggestions would be appreciated!

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Anyone work at Facebook? What's the culture like?

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Why is an MBA from HBS so much better than one from, say, Fuqua? Is it really worth all of the extra effort to try to get in?

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With a thinning spectrum in comp between top performers and the bottom of the barrel and little satisfaction/improvement in job conditions when promoted....does Meritocracy truly exist anymore?

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