Join WiPN Carolinas as four industry leaders share insights and tips for successfully building your career in the retirement plan industry. Topics include:
- Growing your career and building your network of allies
- Overcoming career hurdles and building resilience
- Diversity and inclusion pointers and how to help each other succeed
Our Powerhouse Panelists:
Lisa Smith – Senior Vice President at Fidelity
Kathryn Farrell – Portfolio Specialist at T. Rowe Price
Janine Moore – Senior Vice President – Retirement Practice Leader at HUB Texas
Tiffany Downs – ERISA Attorney at FordHarrison LLP
WiPN Book Drive – Supporting Y-Readers
As part of this webinar, please consider supporting the fundraising effort for students in the Y-Readers program. The Y-Readers program through the YMCA, serves students in rising grades K-3 who are reading below grade level in order to boost literacy skills along with enrichment activities. Purchase books for students on the Amazon wish list here, or consider donating an Amazon gift card for WiPN to purchase books on your behalf. You may also donate directly to the program here.
Lisa Smith is Sr. Vice President at Fidelity Institutional Asset Management dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. Lisa has 25 years of experience in financial services developing and managing strategic retirement alliances with intermediary financial services firms.
Kathryn Farrell, CFA is a portfolio specialist at T. Rowe Price covering the target date strategies in the Multi-Asset Division. She was previously an associate director of research at Portfolio Evaluations, Inc. and a senior fund analyst with Morningstar focusing on target date and asset allocation funds.
Janine Moore, AIF®, CPFA®, CFS has over 25 years of experience in the financial services industry. She co-founded Peak Financial Group in 2002 and served as Principal until the HUB International acquisition in 2019. She currently serves as a Retirement Practice Leader for the State of Texas and serves on the HUB Texas Executive Management Team
Tiffany D. Downs, J.D. is Partner and Head of Employee Benefits Practice Group at FordHarrison, LLP. She advises and assists employers with all aspects of health and welfare plans, qualified and non-qualified retirement plans, and executive compensation.
Tiffany is a member of the Employee Benefits Committee of the US Chamber of Commerce and is an adjunct professor at the John Marshall School of Law.