The Green Group in the European Parliament

UBS Advisor Daniel Green Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List

Retrieved on: 
Friday, August 25, 2023
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UBS Wealth Management USA announced today that Financial Advisor Daniel P. Green , based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023.

Key Points: 
  • UBS Wealth Management USA announced today that Financial Advisor Daniel P. Green , based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2023.
  • “Daniel exemplifies the qualities that we value in our financial advisors, and we congratulate him on this recognition.”
    Daniel has been with UBS since 2013.
  • In recognition of his professionalism and dedication to clients, Daniel has also previously been named to the Forbes Best-in-State Wealth Advisors list (2021-2023).
  • The 2023 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-in-State list is comprised of over 1,400 Advisors across the country.

Snowden Lane Partners Adds Industry Veteran, Marks 10th Financial Advisor to Join the Firm This Year

Retrieved on: 
Monday, August 29, 2022
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Based in Snowden Lanes New York City headquarters, Green is the 10th advisor to join the firm this year.

Key Points: 
  • Based in Snowden Lanes New York City headquarters, Green is the 10th advisor to join the firm this year.
  • Alongside Green joining the firm, Snowden Lane has also announced that it has added TD Ameritrade to complement its existing custodial agreement with Pershing.
  • Weve always been culturally aligned with Fieldpoint Private and were thrilled when Jackie expressed interest in forming a new group at Snowden Lane, said Lyle LaMothe, Chairman of Snowden Lane Partners.
  • It further provides full operational, finance, compliance, human resources, and financial advisor transition support to its financial advisors.

Babson College Celebrates Entrepreneurial Leaders With A Series Of Events And Activities Exploring How They Create Economic And Social Value Across The Globe

Retrieved on: 
Monday, November 8, 2021
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The weeklong event, powered by Babson College's Arthur M. Blank School for Entrepreneurial Leadership , will take place November 8 through 12.

Key Points: 
  • The weeklong event, powered by Babson College's Arthur M. Blank School for Entrepreneurial Leadership , will take place November 8 through 12.
  • Babson's Global Entrepreneurial Leadership Week is a great celebration of these leaders and their orientation towards action" said Donna Levin, CEO of The Arthur M. Blank School for Entrepreneurial Leadership at Babson College.
  • "There are a lot of challenges in the world right now, and opportunities abound for leaders to create positive change.
  • Babson College prepares and empowers entrepreneurial leaders who create, grow, and steward sustainable economic and social value everywhere.