02 Nov November 2, 2015 – Money Queen Cary Carbonaro & Flying without a Helicopter Joanie Connell
Cary Carbonaro – Speaker, Author of The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear and Managing Director of United Capital
Cary Carbonaro is a Certified Financial Planner. She provides objective, impartial and comprehensive Private Wealth Management Services, but she is more than just your everyday CFP, Cary is a teacher, therapist, translator and all-around financial advocate. Her 20-plus years of diverse financial experience includes eight years on Wall Street at JP Morgan Chase, three years at Citibank as a Vice President and two years as a Director at Lord Abbett Investment. Due to her vast financial experience, Cary was an Education Manager for the National Association of Personal Financial Advisors (NAPFA) and was also a National Instructor for the Kaplan Professional/Dearborn division of the accelerated CFP program. She taught at Fordham University and was the President for the Florida Financial Planning Association in 2006. Because of her credentials, Cary is an Orlando Sentinel “Money Matters Hotline” Expert. She has also been quoted numerous times in a variety of well-known publications, which include: Wall Street Journal, USA Today, Bloomberg, Money Magazine and Investors Business Daily. In addition to coauthoring the book “TIPS from the TOP: Targeted Advice from America ‘s Top Money Minds,” she is also a contributor to the book, “The Wealth Management Manual.” Cary has also been a guest on “The Today Show”, CBS, Fox News and ABC. She has been on PBS Nightly Business News numerous times.
Joanie Connell, Ph.D. – President of Flexible Work Solutions & Author of Flying without a Helicopter: How to Prepare Young People for Work and Life
Joanie B. Connell, Ph.D. is the founder of Flexible Work Solutions, a consulting firm that specializes in leadership assessment, development, and retention for all levels-executives, professionals, early career, and youth. She works hand-in-hand with organizations and individuals ranging from the Fortune 100 setting to not-for-profit, government as well as a host of other industries. Joanie is the author of “Flying Without A Helicopter: How to Prepare Young People for Work and Life,” released in December 2014. She also served as a university professor teaching business and psychology students of all ages at the Rady School of Management at the University of California San Diego, the Marshall Goldsmith School of Management at Alliant International University, and in the Masters in Human Behavior program at National University. Her mission is to help organizations achieve excellence by increasing employee accountability and empowerment. Their assessment tools and research processes identify sources of problems and provide insights into how to improve effectiveness and productivity in organizations. They believe that accountability starts at the top and is manifested in the behaviors and examples set by the organization’s leaders regardless of their titles or positions.