View presentations by our talented faculty members and leading industry professionals on issues relevant to women in today’s changing financial services industry.

Women in Wealth Management Part 1

Women in wealth management need to be inspired, educated, and engaged. Cheryl Nash hosts a panel discussion to understand what it is like to be a woman in the industry with Envestnet Institute on Campus board members Jill Steinberg, Estee Jimerson, Noreen Beaman, and Jocelyn Wright.

Women in Wealth Management Part 2

Women in wealth management need to be inspired, educated, and engaged. Cheryl Nash hosts a panel discussion to help college students prepare for a career in wealth management featuring Envestnet Institute on Campus board members Robyn Pollack, Lori Hardwick, Jean Hempel, and Nancy Camarata.

Diversity in America and its Impact on Financial Planning (Part 1)

We live in an ever changing society. Diversity is important not only when it comes to financial services professionals but also the clients that they serve. Jocelyn Wright discusses this topic with diversity thought leaders, Marguerita Cheng and Sameer Somal, of Blue Ocean Global Wealth.

Diversity in America and its Impact on Financial Planning (Part 2)

We live in an ever changing society. Diversity is important not only when it comes to financial services professionals but also the clients that they serve. Jocelyn Wright discusses this topic with diversity thought leaders, Marguerita Cheng and Sameer Somal, of Blue Ocean Global Wealth.

Social Media Expertise for Financial Professionals

Social media influencer, Laura Virili, is interviewed by Women’s Center Director, Jocelyn D. Wright. Virili shares her insight on how financial professionals can leverage LinkedIn and other social platforms to enhance their practice.

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