YouSaid · the spoken record

Jaime Magyera

lines on the record
59
first
2025-09-19
most recent
2025-09-19
sittings or episodes
1
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podcast

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  1. For advisors and brokers. And so that's where I first learned the role of the financial advisor and what it is to be a financial advisor and how you serve your clients and how hard it is and what it is to actually sell and support and serve those financial advisors. But that was the job. It was translating technology speak into business and client needs.

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  2. Takes off. I have a feeling. I have a good feeling at this point. Yeah, yeah. That's unbelievable. That's kind of where I started. So did you help?

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  3. I did not. So you get all of your Series 7s and everything else. But I was responsible for, again, let's date ourselves here, the late 90s, early 2000s. e-business was the thing, right? So it's going to be a big one day. It's going to be big one day. There's this whole thing called the internet. And so at the time, Merrill did not even have a website for their financial advisors.

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  4. More or less the same place. That's amazing. Yeah. And there's this theme as you kind of look through different things I've done throughout my career. But I started at Merrill, investment managers, which was the asset management arm of Merrill Lynch. And I wanted to be the farthest thing away from markets because I had no experience. I didn't know what the markets were. I didn't even know what a mutual fund was. And so I joined Merrill as an analyst in their analyst program. And I was a technology project manager.

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Talking about. Oh, yeah. So we're going from CDs to digital distribution. And I just found it to be fascinating. And what did that mean for the business and the implications for artists? And so I had this dream. I was going to be a big time record label exec. I had internships. I got a job at the time. It was Sony BMG. Oh, shit. And then I realized as I got my offer letter that I wasn't quite sure how I was going to sustain my life, pay my bills. My parents helped massively with college, but there was some student debt that I had to pay off. And so at the time, my brother was a financial advisor. So I called him up and I said, hey, big bro, what do you recommend? What should I do? And I was thinking he'd give me some financial advice. And his advice was get a real job that's going to help you pay your bills. And then you can go back into music after. And so that's kind of how I made my way into finance.

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  6. Yeah, I'll leave it there. Okay. And so I had to make a decision. And so I was going towards the music industry. And so people always say, well, were you a performer? Did you sing? Were you classically trained? The answer is no. But I was fascinated with the business of music and the distribution of music. And so at that time, remember, it was kind of napster, right? So like things were going.

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  7. So, you know, I was a psychology major and I knew that I was fascinated with people and also a distribution. And I'll come on to that in a second because I was a music person. I loved music. I wanted to be in the music industry. So my plan was do I go FBI, criminal psychology, or do I go into the music industry?

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  8. You still play? I am incredible. Don't act with my husband. Singles or doubles. So I don't play well or regularly any longer. There is a story behind that, which maybe I'll share with you. But my husband does play tennis. He's incredible and he coaches at West Point.

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source

  9. So I studied psychology. I went to University of Pennsylvania. My brother went there as well. My sister went there as well. Psychology major, I didn't have a plan. I didn't know what I wanted to do. I was that kid that loved working. So I had, you know, any job I had when I was growing up, I just loved. I was a babysitter. I worked at a bakery. I taught tennis lessons. I did it all and I loved it.

    2025-09-19 · Masters in Business · BlackRock's Jaime Magyera on Wealth Management and Retirement · IDENTIFIED FROM THE TRANSCRIPT · source