Careers in Financial Services WEBCAST| Q2001117W (CANCELLED)

Date :
November 8, 2017 6:00 PM - 7:30 PM
Location :
Los Angeles
Level of Difficulty :
Member Price :
Nonmember Price :
Show tabs
Interested in a career in financial services? Get the scoop straight from those in the know! Learn from financial service professionals about their career journey. Gain insights into career opportunities. Understand what it takes to excel in this dynamic profession.


• Learn from financial service professionals about their career journey.
• Gain insights into the career opportunities in the financial service industry.
• Understand what it takes to excel.

Major Subjects:

• Financial service career opportunities
• Skill sets in financial services
• Industry overview

Advanced Prep:


Misc. Information:

Date: November 8

6-7:30 PM/Webcast
Cost: Complimentary for members
$5 for nonmembers
Level of Difficulty:
Field of Interest:
Personal Development
Designed For:
Students, candidates and educators


Patrick Chu, CFP, CPA, CPACFP
Patrick is a co-founder of marrick wealth and is responsible for establishing and managing relationships with high net worth individuals. He began his career in 2003 at The Ayco Company, L.P., a Goldman Sachs Company, counseling high net worth individuals in the areas of income tax, investments, and retirement planning. Patrick has also worked at Macias, Gini & O’Connell LLP and PricewaterhouseCoopers LLP, advising clients on complex tax issues. Most recently, he was a VP of Wealth Management at MullinTBG Advisors. Patrick spent his youth in Sacramento, California. After meeting his wife, Linda, in Cornell’s MBA program, he moved to Orange County, where they live with their two daughters. In his free time, he enjoys playing tennis, improving his golf game, and managing his fantasy football team. He also enjoys cooking, movie-watching, and traveling.
David Richard Koehler, CPA
Brooke A Salvini, CFP, CPA
Brooke Salvini is the Principal of Salvini Financial Planning a fee-only Register Investment Advisory Firm in San Luis Obispo Avila Beach, CA. Brooke specializes in comprehensive financial planning with the goal of helping her clients make better financial decisions in all areas of their lives. Brooke holds the Personal Financial Specialist designation which is available only to CPAs. She serves on the CalCPA State Committee for Personal Financial Planning, the CalCPA Foundation Investment Committee, and as a Trustee of her local Avila Beach Community Foundation. She has been quoted in many publications including; CNN Money, Kiplinger’s Personal Finance, Wall Street Journal, Baltimore Sun, and was a contributing author to Investing in an Uncertain Economy for Dummies. Brooke worked at Deloitte, Haskins, & Sells, Nissan Motor Corporation, and is a graduate of the Accounting program at Pepperdine University.
No Agenda or Materials posted.