Conference / Seminar, Veterans, Virtual Events & Programming

Veterans In Finance

Thursday, August 27 | 11:00 AM - 12:30 PM

Loading Events
This event has passed.

Overview

In the finance sector, leadership and teamwork are integral, as are skills related to decision-making and risk management. These very same skills and characteristics are honed over the course of a military career, often producing Military Veterans who are driven, organized, adaptable and detail-oriented in nature.

By no coincidence, employers within the financial sector actively recruit and seek to add Veterans to their company ranks, providing those with military backgrounds a savvy career option where initial compensation can be generous, and advancement and renumeration are based on performance rather than seniority — a notable and refreshing quality for any industry you’d like to break into.

Agenda

11:00 AM | OPENING REMARKS

Won Palisoul, Chair of Veterans Roundtable


11:10 AM | KEYNOTE REMARKS

Introduced by Chris Mendez, GC/CCO, Commonwealth Asset Management

Shaun Wurzbach, Managing Director, S&P Dow Jones Indices


11:25 AM | BREAK


11:30 AM | PANEL DISCUSSION

Introduced by Won Palisoul, Chair of Veterans Roundtable

Moderator

Jeannie Santiago, Director of Recruiting at Lee, Nolan & Koroghlian, LLC – MassMutual

Panelists

Mike Molitoris, CRPC®, MBA, MIMFA, Founder & CEO, Flagship Wealth Management Group

Daniel Tripp, CFP, Founder & Financial Planner, Thirty Mile Financial

Andrew Zaro, President & Financial Advisor, Granite Wealth Management


12:15 PM |  Q&A


12:25 PM | CLOSING REMARKS 

William A. Sweet, Chief Financial Officer, Ritholtz Wealth Management

Additional Details

Areas of Focus

  • Careers in Finance
  • Military Leadership
  • Veterans Hiring Initiatives
  • Creating a Strong Veteran Culture
  • Veterans Retention
  • Supporting Employees in the National Guard or Reserves