Category: Career Influencer News

Symposium Spotlight: Q&A with Kristen Nelson, a relationship manager at Capital Group

Jan 25, 2024
Symposium Spotlight: Q&A with Luis Rosa, the Founder of Build a Better Financial Future, LLC

Jan 24, 2024
Symposium Spotlight: Q&A with Margaret Jordan, the Director of Business Development at KIKO Company

Jan 12, 2024
Forum Spotlight: Q&A with Charles Schwab Managing Director and Central Division Market Executive, Christian Rodriguez

Nov 8, 2023
Forum Spotlight: Q&A with the Director of Financial Planning at the Financial Planning Program at Texas A&M University, Dr. Nathan Harness

Nov 2, 2023
Forum Spotlight: Q&A with the President of Prosperity Advisors Angela Brill

Sep 29, 2023
Deaf Awareness Month Feature – Q&A with with Stephanie Summers, a deaf advisor in the wealth management sector

Sep 27, 2023
Event Recap: Building Careers in Wealth Management – Traditional Careers

Sep 20, 2023
Opportunities & Challenges – SER

Sep 19, 2023
Forum Spotlight: Q&A with Senior Vice President and Market Leader at Lenox Advisors, Daniel Oh

Sep 7, 2023
Forum Spotlight: Q&A with Personal Financial Planning Department Head and Certified Financial Planner™ at Kansas State University, Martin Seay

Aug 28, 2023
Forum Spotlight: Q&A with Senior Vice President and Chief Experience Officer at Cambridge, Valarie Vest

Aug 18, 2023
Just How Is Money Different for LGBTQ+ People?

Jun 28, 2023
PRIDE Month Feature – Q&A with Mindy Neira, Principal and Wealth Manager for Modera Wealth Management

Jun 21, 2023
Forum Spotlight: Q&A with Special Programs Manager at the Association for Financial Counseling & Planning Education Kate Mielitz

Apr 11, 2023