ATR International’s Post

What a vision…

Another big day for Oppenheimer & Co., the most client-centric, outcome-driven, intellectually adept and nimble firm that I have ever had the pleasure to call home. Proven. Resourceful. The Power of Oppenheimer Thinking is much more than a tagline. #OppenheimerandCo #wealthmanagement #capitalmarkets #investmentbanking #trustservices

🌟 Success is a journey that becomes even more remarkable when we embrace the power of teamwork! 🤝✨ Proud of this DFW First United Bank Team ❤️ As we continue on this journey towards even greater heights, let's remember that success is not an individual pursuit but a collective triumph. Let's keep nurturing our team spirit, encouraging one another, and pushing the boundaries of what we can achieve together. With teamwork as our guiding principle, there's no limit to what we can accomplish! 💫🌟 #TeamworkMakesTheDreamWork #SuccessTogether #UnstoppableTeam #spendlifewisely

The best financial planning process in the business!

It's fascinating how a logo can evolve over time..

Bankers in 2021 were buying Ferrari's... 🚗 ...and now they barely afford the fuel. ⛽ Why? Its simple... the M&A market thought that 2021 was the beginning of the beginning. Big Bonuses... Big Holidays... A lot of Fun... ...And bigger budgets for next year! But this was not to last! In my opinion a lot of M&A from future years was brought forward due to companies trying to position themselves for the "new normal". They had to act quick and thus closed deals instantly. Limited Due Diligence? No problem, just give me the company! The market is all M&A'd out!

CBV Institute is excited to unveil our new social media series, #ValueUncovered   In this series, we'll be sharing interesting stories from CBVs regarding valuation analyses that reinforced that they had made the right career choice.   First up, let's dive into the inspiring journey of Tiki Cheung, CPA, CA, CBV, MAcc.   During the initial stages of her valuation career, Tiki had the opportunity to conduct a valuation for a sports franchise. 🏒🏀⚽️. Swipe to see the challenge, process, and key learnings.   We believe in the power of stories, and your valuation experiences matter.   If you are a CBV, we encourage you to share your #ValuationAnalysisJourney with us by dropping a comment below or reaching out via email.   #BeBold #BeBoundless

CBV Institute is excited to unveil our new social media series, #ValueUncovered   In this series, we'll be sharing interesting stories from CBVs regarding valuation analyses that reinforced that they had made the right career choice.   First up, let's dive into the inspiring journey of Tiki Cheung, CPA, CA, CBV, MAcc.   During the initial stages of her valuation career, Tiki had the opportunity to conduct a valuation for a sports franchise. 🏒🏀⚽️. Swipe to see the challenge, process, and key learnings.

Yes, but can he hit the curve? In baseball as in all sports those who can ultimately separate themselves from those who can’t. There are a number of checks along the way from little league to the major leagues with one significant differentiator being the ability to hit a good curveball. A lot of guys can sit back in the batter’s box and lay in wait for a fastball out over the plate. But if you want to have a distinguished major league career, unless you pitch like Sandy Koufax or field like Ozzie Smith (you can look them up) you’re going to need to learn how to deal with a major league curveball. The workplace is the same way. Pretty easy to show up everyday and make your contribution when things are moving along as expected. Discipline and high quality work product can take a person a long way in the steady-as-she-goes environment. Certainly the paychecks should keep coming. But curveballs get thrown at work, too. Can you hit one? Or a series of them? My ex-colleagues at Citi Private Bank are having a lot of curveballs (and change-ups!) thrown at them every day. Those curveballs coming in the form of leadership changes at the same time the bank puts more focus on investments and investment advice and less emphasis on lending. As you may have read these curveballs include some pretty significant layoffs. And the bank may find itself shrinking the business before it can grow it. As I built my career, first in the building materials business and then in financial services, I always prided myself on being able to hit the curve. When there is a lot of stress in the business one can distinguish to the upside simply by showing up everyday with a positive attitude and getting the work done. Not being pollyannish necessarily but recognizing that the organization is moving in a different direction, embracing that new direction, and then helping the organization navigate its way to that place. Great reward (job security, respect, promotion, appreciation, compensation, etc.) can come to those on the right side of that equation. But it’s difficult and exhausting. I timed my exit from Citi with this last round of off-speed pitches. The bank had been so good to me over the years and I really loved our team but I also recognized that this round of change required a level of sustained energy and commitment I no longer was prepared (capable?) to deliver. So I gathered up my equipment, said some brief goodbyes (me famous for the French exit), and came home to spend more time with my bride. To my friends at the bank: now is the time to distinguish yourselves to the upside. The bank is looking for its next group of leaders. Our business is so much a people business and the bank needs you now more than ever. Great impact will be rewarded in multiple ways. Now is the time to dig in and drive that curveball all over the park.

This is incredibly clever.