- October 28, 2020
4:30 pm - 6:00 pm
Join us and four panelists from across various functions of financial services to learn more about some of the career paths available to you. The first 45 minutes will be dedicated to a moderated panel with pre-determined questions, and the last 15 minutes will be an opportunity for audience members to ask questions.
Following the event, we will break into smaller groups for a half hour networking session.
Join us for a virtual panel discussion on Wednesday, October 28 from 4:30 pm to 6:00 pm.
We look forward to seeing you!
Brenna Sermarini, Investment Solutions Data Analyst, SEI – Moderator
Brenna is a financial services professional who applies technology and design thinking principles to the industry. She is member of the SEI’s Technology Team and recently joined SEI’s Investment Management Unit as a Data Analyst.
Judy Arnold, Strategic Marketing Lead for //NKST
Judy is an accomplished corporate marketing executive, strategic thinker and high-energy, team leader. With a 30-year career leading marketing, over 10 years at SEI Investments, she now brings her expertise to clients in wealth management, nonprofits, financial services and other industries as a marketing consultant with //NKST.
Peggy S. Gartin, CFA, Chief Investment Officer, AAA The Auto Club Group
Peggy joined The Auto Club Group as Vice President, Chief Investment Officer in March, 2020. She is responsible for the organization’s investment strategies supporting a diverse range of businesses including insurance, motor clubs, travel, and banking.
Jody is a Credit Analyst in Bloomberg’s Bloomberg Intelligence division. She covers companies from the debt perspective in various sectors, such as leisure and lodging, as well as special situations. Ms. Lurie is a respected thought leader and public speaker, regularly appearing in-print and on-air to discuss key issues in the industry.
Yolanda Plaza-Charres, Director of Investment Solutions and Strategy, SEI Private Wealth Management
Yolanda is responsible for investment product and client strategy for SEI’s Private Wealth Management business. Prior to joining SEI, and over the course of her career, Yolanda has held senior roles in Product Strategy, Sales Leadership and Distribution at investment management and wealth management firms including Merrill Lynch, BlackRock, and BNY Mellon.
Zoom link with registration confirmation.
This event is complimentary but registration is required.
Registration closes 12 pm, Wednesday, October 28.
Venue: WIN Zoom