mommy, wife, nerd.

Joined January 2010
27 Photos and videos
31 Oct 2024
I’m proud to see Long Island Business News has covered Broadridge’s recent $3 million donation to Donald & Barbara Zucker School of Medicine, which will help students fully focus on their studies and provide the best patient care. Read the article here: spklr.io/6014akqI
8
30 Oct 2024
42% of investors wish their advisor would personalize communications more. Join @AdvisorStream for an insightful webinar on October 29th to discover how AI can help you create personalized marketing without adding to your workload. Reserve your spot at - spklr.io/6015anbT
13
22 Oct 2024
42% of investors wish their advisor would personalize communications more. Join @AdvisorStream for an insightful webinar on October 29th to discover how AI can help you create personalized marketing without adding to your workload. Reserve your spot at - spklr.io/6018vA7q
1
8
22 Oct 2024
I’m proud to see Long Island Business News has covered Broadridge’s recent $3 million donation to Donald & Barbara Zucker School of Medicine, which will help students fully focus on their studies and provide the best patient care. Read the article here: spklr.io/6013vAUS
9
18 Sep 2024
Great content doesn’t just inform—it inspires action and fosters connection. Join our webinar to learn how strategic content marketing can help you attract new clients, strengthen relationships, and drive measurable impact to your business. Register now - spklr.io/6011Qzhb
11
21 Aug 2024
Make room, ETFs. One of @Broadridge's most read in 2023 says that Direct Indexing is set to go mainstream. Dive into the predictions from our 500 respondents in our Preparing for the next evolution in passive investing: Direct Indexing report. spklr.io/6012s4j6
21
20 Aug 2024
Firms that need to make transformation manageable have 3 essential steps to follow in preparing for 2023, according to one of @Broadridge's most-read of 2023. Dig into the insights to uncover how you can prepare. spklr.io/6015s2Gc
7
9 Aug 2024
Today @Broadridge announced its fiscal year 2023 earnings and our CEO, Tim Gokey, shared our strong financial results and outlook. Read along: spklr.io/6015seKX
15
9 Aug 2024
Broadridge’s very own AI expert, Joseph Lo, will be at the Broadridge 360 Advisor Summit to discuss essential AI knowledge for financial professionals. Join me and register for the summit. spklr.io/6011sdUL #BR360AdvisorSummit #AssetManagementInsights #WealthManagement
12
8 Aug 2024
Examine what the DOL Fiduciary Retirement Rule and the updated definition of investment advice means for professionals like you in the new landscape in the webinar replay here: spklr.io/6014sjVA #WealthManagement #AssetManagementInsights #fiduciary #PTE
7
8 Aug 2024
Today, we celebrate the achievements and impacts made by women around the world. I want to highlight Broadridge’s Women in Technology 2024, who are driving impact across our business and culture. Learn more about our 20 featured women. spklr.io/6011sjKv #WomenInTech
1
1
5
6 Aug 2024
The Carlyle Group, one of the world’s largest CLO managers, is now using Sentry PM, @Broadridge's cloud-based private credit and CLO portfolio management solution, to manage its loan pipeline, trade compliance, and loan operations. spklr.io/6010sXAI
59
5 Aug 2024
The @Broadridge 360 Advisor Summit is going to be a great week of learning, insights and networking with the wealth and retirement industry. Get ready to break new boundaries! spklr.io/6019snul #BR360AdvisorSummit #AssetManagementInsights #WealthManagement
13