WMA Club Meeting SS23 - Meeting V: FLIT Invest ft. Serena Fleischman & Alejandro Fritz

Hello and Welcome to the FDU Wealth Management Advisory Club. In this meeting, we have Serena Fleischman, Alejandro Fritz, & our very own WMA Club President, Jack Mitchell from FLIT Invest to come and speak to us. Prior to founding FLIT Invest, Alejandro worked at J.P. Morgan’s Private Bank in New York, where he oversaw and managed investments for ultra-high net worth families. Before J.P. Morgan, he was an investment analyst at Northwestern Mutual, responsible for developing comprehensive financial plans and asset allocation models. Alejandro is a CFA charterholder and former professional soccer player. Serena is a sales and growth professional. She has experience in rapidly scaling revenues for consumer products through the deployment of marketing campaigns and team strategy development. Serena has a keen eye for identifying and implementing emerging consumer trends that result in better user experiences. She is passionate about criminal justice reform and is a loud voice in the fight for gender and racial equality.

If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory.

This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club.

Reminders for our members:

1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week.
2. Go and follow all of our social media accounts on our linktr.ee.
3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add.
4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know.
5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in.
7. Use Promo Code JACKM30 to get a 1 Month Free Trial of FLIT Invest when signing up or Use Promo Code FDUWMA20 to get $20 Credit on your FLIT Invest Account when you open.
8. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom.
9. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!!

FDU WMA Club Meeting Schedule: (FOR SPRING SEMESTER 2023)

Location:
Florham Campus -
(Tuesday) - Mansion Room 13
(Thursday) - Mansion Room 12
Metro Campus -
(Tuesday) - Dickinson Hall Room 1170
(Thursday) - Dickinson Hall Room 1104
WMA Club Social Media Accounts
Zoom (Optional)

Time:
(Tuesday): 6-7 PM
(Thursday): 4-5 PM

Upcoming Meetings:
2/14/23: FLIT Invest (Serena Fleischman, Alejandro Fritz, & Jack Mitchell) II [PDP/SMIF/WMA CROSSOVER EVENT I 4 PM Bloomberg Lab]
2/14/23: Tax Preparation Workshop & LinkedIn/Handshake/Career Fair Prep Workshop [BONUS MEETING III]
2/16/23: Ameriprise Financial (Karl Campbell)
2/21/23: Primerica [BONUS MEETING IV]
2/23/23: VALIC Financial Advisors, Inc. (Joseph Kelly, CFP)
2/28/23: Grant Thornton [BONUS MEETING V]
3/2/23: Northwestern Mutual (Alyssa Cseh & Nicolas Delorenzo)
3/7/23: Edward Jones (Robert Compitello) [BONUS MEETING VI]
3/9/23: EP Wealth (Erin Voisin, CFP)
3/21/23: TBA [BONUS MEETING VII]
3/22/23: Money Management Skills for College Students with Investors/Citizen Bank [PDP/WMA CROSSOVER EVENT II]
3/23/23: HSBC (Barth Frank)
3/28/23: JPMorgan Chase & Co. (OG WMA CLUB PRESIDENT ALEX TRAJKOVIC) [BONUS MEETING VIII]
3/30/23: UBS (Thomas Conigatti)
4/4/23: Hennion & Walsh Asset Management (Kevin Mahn) [BONUS MEETING IX]
4/6/23: Advisors Capital Management (Cary Carbonaro, CFP)
4/11/23: TBA [BONUS MEETING X]
4/18/23: New York Life (James Fiorello)
4/13/23: The Bemused (Akeiva M. Ellis, CFP) [BONUS MEETING XI]
4/20/23: Wiss & Co (Stephanie Hughes & Marc Peterson) [PDP/WMA CROSSOVER EVENT III]
4/25/23: TBA [BONUS MEETING XII]
4/27/23: Barrister Wealth (Charles C. Weeks Jr., CFP)
5/2/23: Morgan Stanley (Christopher Suttmeier) [BONUS MEETING XIII]
5/4/23: UWORLD Roger CPA/CFA Review (Janill Brionnes-Lopez & Jack Mitchell)