Venue
Virtual Events.

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Aug 25 EDT - Wed Aug 26 EDT (over 1 year ago)
Location Virtual Events.
Region Americas
Details

These one-day workshops are uniquely designed for sophisticated female advisers who want to gain proven tools to build her business, learn effective communication strategies, articulate her value proposition, discover a forum to network with peers and feel inspired.

Speakers

2020 Speakers

Liz Skinner
Special Projects Editor, InvestmentNews

Kerry Ryan
Certified Private Wealth Advisor CPWA(R), Director, Global Go to Market, Wealth & Asset Management | Salesforce

Scott West
Co-Head of of Invesco Global Consulting

Lisa Kueng
Director of Creative Campaigns, Invesco Global Consulting

Kara Murphy
Chief Investment Officer, Goldman Sachs Personal Finance Management

Susan Kay
Vice President, MFS Fund Distributors, Inc.

Kristen Kimmell
Head of Advisor Recruiting and Field Marketing, RBC Wealth Management

Jennifer Bacarella
Executive Director, Firm Development for SPS Family

Kate Healy
Managing Director, Generation Next, TD Ameritrade

Mary Beth Franklin
Contributing Editor, InvestmentNews

Julie Warren
Regional Manager, New England, Wells Fargo Advisors

Katrina M Consiglio
Managing director, The Consiglio Wealth Management Group of Wells Fargo Advisors

Tiffanie Gray
First Vice President, Branch Manager, Greenwich, CT, Wells Fargo Advisors

Amy Waninger
CEO, Lead at Any Level

Marguerita M. Cheng
CFP®, RICP®, Chief Executive Officer

Angela Moore
MSPFP, CFP®, MPAS®, CRPC®, CFEI, Founder, Modern Money Advisor

Kim Laughton
President, Schwab Charitable

Jenifer Cannon
CAP®, VP, Business Development Pax Ellevate

Jasmine Jirele
Chief Growth Officer, Allianz Life Insurance Company of North America

Heather W. Rosato
Chief Marketing Officer, DPL Financial Partners

Sponsors & Partners

2020 Sponsors

PREMIER SPONSORS:
• Allianz
• COMMONWEALTH financial network
• Wealth Management
• salesforce
• SPSFamily
• SCHWAB CHARITABLE

REGISTRATION SPONSORS:
• WELLS FARGO

SUPPORTING SPONSOR:
• CANTELLA

BRONZE SPONSOR:
• PAXEllevate