Pizza with the Pros
Event Location: 1600 Valley Rd, Room 2014 (GBFI Financial Center)
Event Date & Time: Tuesday November 12, 2024 06:30 PM - 07:30 PM
WEALTH MANAGEMENT AND INVESTMENT ADVISORY SPEAKER SERIES
PIZZA WITH THE PROS
NON-ADVISOR CAREERS IN FINANCIAL SERVICES
Discover the dynamic world of financial services beyond the advisor role in this informative session designed for William Paterson University students. Bill McGuire, a seasoned marketing professional who previously worked at TD Ameritrade Institutional, will offer unique insights into a variety of career paths within the financial services industry.
Drawing on his experience working with client services, sales, operations, product management, compliance, and marketing, Bill will illustrate the diverse opportunities available for students in financial services industry, both at larger firms like TD
Ameritrade and smaller ecosystem service providers. Bill will also touch on the importance of designations like the CFP.
This session is a valuable opportunity for students to understand the skills and qualities needed to excel in roles supporting advisors, from operations and compliance to technology and business strategy.
Date / Time / Location
November 12 @ 6.30 PM
1600 Valley Rd, Room 2014
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