Career Development Panel: Shape Your Image and Transform
Wednesday, March 7, 2018
5:00 PM - 8:00 PM
CFA Society South Florida is bringing you a panel of experts to discuss career development strategies. Our panel contains recognized experts in the areas of image consulting and human resource development.
Location: Florida Atlantic University, Office Depot Executive Education Center, Room OD101. Boca Raton, FL
Check-in and Appetizers: 5:00 PM
Complimentary appetizers/refreshments will be served starting at 5:00 PM
Panel Discussion and Q&A: 6:00 PM – 8:00 PM
Parking: Park in blue lot close to building, parking is complimentary.
Directions: Exit I-95 at Glades (Exit 45) / (Exit 75) from the Turnpike. Head EAST on Glades to10th/Broward Ave (the first and main entrance to FAU). Turn left into Campus on to Broward Ave/West University Drive. Continue through two traffic lights. The road will then curve right and become North University Drive. Make the first RIGHT, after the road curves, into the parking lots adjacent to the College of Business.
Moderator: Andrea Claster Greenspan, Image and Brand Consultant
Andrea Claster Greenspan is a nationally known fashion and style expert who has appeared on Oprah, The Today Show, CNN and CBS This Morning, and has been quoted in numerous periodicals including: Entrepreneur, Parade, Crain's NY, ASI Magazine, Detroit Free Press and The Philadelphia Inquirer. Since 1984, she has worked with over 75 corporate, association and professional clients including: American Express, MTV, Godiva, Esquire, MasterCard, American Floral Marketing Council, Debevoise & Plimpton, Northern Trust, KelleyUustal and many more. In addition to presenting speeches to audiences, she conducts workshops and consults with corporate clients on cohesive and integrated branding and image presentation from "logo and vision creation to office style to the behavior of the receptionist."
Consulting extends to the individual level, too. Highly trained and experienced in fashion, style and etiquette, clients turn to her to define a uniquely comfortable, current and confident style. Specifically, she consults with them about personal image, fit and color palette, performs closet and wardrobe edits and personal shopping, educates them about economics of fashion and how to dress appropriately for all occasions.
After graduating from the University of Pennsylvania, Andrea worked in fashion and retail at Bloomingdale's, Lina Lee, and FAO Schwarz before creating her own New York City based corporate gift and event company, Claster and Company, Inc. The media defined her as the "Gift Doctor" as she gained a lasting reputation as a style and gift expert, ultimately representing over 50 clients as their national media spokesperson. Her book, Modern Living, Modern Giving: Gift Giving for the 90's remains a viable resource. Later, as the founder of Tessuta, she designed and manufactured her own designs that were licensed with Major League Baseball and over 85 colleges and universities. In 1995, she launched her namesake business to give back and mentor others with her core understanding of how to create and utilize image.
Andrea is an active member of 100 Women and Impact the Palm Beaches, organizations that supply local, impactful and efficient philanthropy to innovative non-profits. Additionally, she's an active member of The Commonwealth Institute, Palm Beach North Chamber of Commerce, AICI, and FemCity. With her two boys now grown and, not quite, flown, she and her husband divide their time between New York City and South Florida.
For more information, visit: http://www.andreaclastergreenspan.com/
Christopher D. Morgan, CFA, Macquarie Securities
Chris is a sell-side equity research associate analyst at Macquarie, specializing in US utilities stocks. Chris’s team of three covers 35 stocks, including regulated utilities, diversified utilities, independent power producers, yieldcos, and one industrial component supplier. The team’s research is well-lauded in the industry and frequently receives media attention. Prior to Macquarie, Chris was a buy-side analyst primarily researching individual securities for a 300 million dollar Financial Advisor, while directly managing particularly active accounts. From 2011 to 2013, Chris was a professional proprietary trader at Momentum Trading Group, where he reported daily research on food, restaurant, and airline equities. At Momentum, Chris traded with 90 thousand dollars of the firm’s capital, and achieved a money multiplier of 3X since career inception as an equities trader on the floor. Prior to Momentum, Chris gained experience as a real estate analyst and as a private equity intern. Chris earned his CFA designation in 2016, and graduated from the University of Miami in 2014 with a BSBA degree, double majoring in Finance and Accounting.
Maryam Mohajer, Recruiting Manager, Robert Half
Maryam is a recruiting manager at Robert Half. She specializes in the recruitment of finance and accounting professionals in South Florida.
She received her MBA in Finance from FAU and completed the FAU Financial Analyst Program in partnership with Bloomberg. Maryam also represented FAU in the CFA Institute’s Global Research Challenge.
In 2013 Maryam moved to Florida after working as a realtor in Dubai for 6 years. Thereafter, Maryam started as a real estate broker with Coldwell Banker. She earned the prestigious title of Previews International Property Specialist in 2014, only granted to a selected few agents that reach a certain threshold in revenue generation. Maryam is also an active member of Miami Association of Realtors, Jupiter-Tequesta Association of Realtors and the National Association of Realtors.
Having earned years of hands-on experience in the field of finance and investments, Maryam feels confident that she can assist finance and accounting professions with their career search and maximize candidates’ exposure to the market through her extensive database of finance and accounting firms in South Florida.
If you are looking to start your career in Finance and accounting, or are thinking about a career change, or even if you are simply testing the waters, feel free to contact Maryam. She can be reached on LinkedIn, where she claims to be the only Maryam Mohajer in the state of Florida!
Christina Worley, CPA/PFS, CFP®, CFA; Managing Member and Founder, Castle Wealth Management
Mrs. Worley founded Castle Wealth Management, a SEC Registered Investment Advisory firm, after moving to Florida from the Northeast with her husband in 1995. Prior to founding the firm, she worked at Arthur Young and Co. as an auditor, at Merrill Lynch International Bank as a Financial Analyst and at Metropolitan Life Insurance Company as Territorial Controller of Real Estate Investment's, all these positions were in New York City. She received her CPA first in New York State and later qualified for her Florida CPA license. She obtained her PFS, CFP®, CMGA and CFA designations after moving to Florida.
Mrs. Worley graduated from the Wharton School of the University of Pennsylvania at age 19. She belongs to many local professional associations, including the Executive Women of the Palm Beaches and the Women's Chamber of Commerce of Palm Beach County, CFA Society South Florida, The Financial Planning Association of the Gold Coast, Freddy's Forum Toastmasters Club, The Florida Institute of CPA's (FICPA), Palm Beach Chapter, and the Palm Beach Investment Research Group. She is a past member of the FICPA state level Women in Leadership Committee and chaired their Mentoring subcommittee. She is a current member of the FICPA Legislative Committee. She has taught in the Junior Achievement program at the middle school and high school levels. She was recognized by South Florida Business Leader Magazine as a Top Women Business Leader in 2011 and was nominated as an Experienced Leader by the FICPA Women's Leadership Summit in 2011 and 2014.
Laura Clement, CFA, Director of Client Services, GQG Partners
Laura Clement is the Director of Client Services for GQG Partners with 7 years of experience in the investment industry. Prior to joining GQG Partners in 2017, Laura was Head of Client Relations at Juno Finance, a placement agent based in Paris and London. Laura received a Bachelor of Science in International Business and Finance from Concordia University (Montreal) and a Master of Science in Corporate Finance from Skema University (Paris). She is a CFA Charterholder.
Justin Govonlu, CFA, Vice President, Affiliated Managers Group
Justin Govonlu is a Vice President at AMG with over 10 years of investment industry experience. Prior to AMG, he was an investment analyst covering high yield and convertible securities at Delaware Investments (now Macquarie Group) as well as Lincoln Financial Group in the US and UK. He received a Bachelor of Science from the Honors Program at Bentley University.