Crossing Over

Published Monday, April 01, 2002

In the mid-1990s, Mark Bredin got the message loud and clear: If he wanted to have a future with Merrill Lynch, he had to get with the new program. He had to “evolve” from the kind of broker Merrill taught him to be when he joined the firm in the 1970s — a super salesman with a fast dialing finger and a knack for moving clients in and out of positions as the markets changed and the firm's recommendations dictated. He would become an asset gatherer for the company's individually managed accounts program and learn to thrive on ...

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In This Issue: September 2010

Cover Story

Outgrowing The Series 7

When the 7 becomes more of a burden than a benefit.



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