I worked as a Producer for Financial Research Associates and Healthcare Education Associates, provider of topical education on the latest regulatory issues for healthcare and institutional financial markets. I created content and programs for c-suite-level finance executives and managed a team of 12 to develop all digital and print communications and SEO / SEM materials. I also led programs in diligence and compliance that brought in over $750,000 revenue per annum. Additionally, I initiated process improvement and cost elimination resulting in savings of $18,000 and recruited senior-level finance speakers from Merrill Lynch, Morgan Stanley, and UBS.
NextGen Wealth Management
I produced NextGen Wealth Management for financial advisors and wealth managers looking to modernize business practices and forge genuine relationships with NextGen investors. The event provided high-value, comprehensive insight into the Millennial and Gen X mindset—what differentiates them from other demographics and how wealth managers might bridge the generation gap to better serve them. The event showed how savvy industry leaders are incorporating new technology, and using that technology to augment their reach and increase their bottom-line—providing the tools not just to remain relevant, but crucial.
Cybersecurity Vigilance for BDs and IAs took a global look at cybersecurity—before, during, and after a breach. The event featured industry leaders like Jane Jarcho from the SEC's Office of Compliance Inspections, and Tate Jarrow from the United States Secret Service's New York Electronic Crimes Task Force. The event provided practical, implementable options for firms and brokerages of all sizes looking for protection against threats that are now both persistent, and all but assured. The event brought together regulators, federal agents, top cyber experts, CISOs, and compliance professionals to collaborate on specific readiness steps to repel hackers determined to access clients’ data, personal information, and assets.
Low Carbon Investing Summit
The Low Carbon Investing Summit was a collaborative event at the forefront of finance focusing on low-carbon investing, divestment, and fossil-free indexes. The panels featured leaders from the United Nations Principles for Responsible Investment, 350.org, and the Rockefeller Brothers Fund—climate change experts making positive changes with their investments and reaping the rewards of early engagement. The event provided an exciting mix of roundtable discussion and actionable strategy sessions.