She Founder's Group: Conquering Your Finances
Date and Time
Monday, September 9, 2019
This event occurred in the past
- Monday, September 9, 2019 from 12:00 p.m. to 2:30 p.m.
Location
Joan B. Kroc Institute for Peace and Justice, B
5998 Alcala Park San Diego, CA 92110Cost
$0
Sponsor(s)
Details
A roundtable for C-level women, interested in connecting and learning from other women in scalable, fast-growing businesses.
Topic: Conquering your Finances: Honed over many years at some of the world’s top investment firms, Cindy’s approach to advising families centers on exemplary client service. The solutions she develops are custom-tailored to account for each client’s unique risk profile, ownership structure, and portfolio objective.
Guest Speakers: Cindy Gatlin
Before coming to San Diego, Cindy worked for 7 years in advisor positions at large publicly traded investment firms. Cindy is committed to helping people avoid the pitfalls of self-interested wire houses and banks. She aims to introduce clients to a different way of doing business, one that can potentially smooth volatility and achieve desirable outcomes.
Light refreshments will be provided.
*The program will continue to take place monthly on the 2nd Monday.