AWC kicks off the new year with a two-part series on financial planning and money management. January focuses on financial planning from a woman's perspective. We finish the two-part series on February 16 with financial advisors Alexa Meyer and Alyssa Jarman of the Women's Resource Group who specialize in walking women through the various stage of financial life and will focus on financial planning for entrepreneurs, single business owners, freelancers and independent consultants. More details on February will be provided later.
***Note January Speaker Change***
On January 10, join Priya Sathy, Principal Program Manager for Microsoft, as she discusses her career path through various startups and Microsoft, in conjunction with Merrill Lynch's wealth management platform. She will discuss her experience as a woman in tech, her perspective on how the industry has changed, and where she sees potential growth for women in the industry. She also plans to speak briefly about her current work in machine learning.
She will be joined by her wealth management team (Nic Lane and Robert Campbell, Merrill Lynch) who will discuss their experience with Priya and financial planning from a woman’s perspective – navigating the corporate benefits structure, and leveraging resources to make savvy financial decisions. Taking a goals-based wealth management approach to making sure those benefits support significant life events such as child care, college planning, and retirement.
*** Light Appetizers and Beverages ***
The parking garage of the financial center is accessible off of University St. Take a right into the building between 3rd and 4th Ave. It is the last garage on the right side before reaching the 4th Ave. intersection. Evening parking (Mon-Fri after 5 PM) is a flat fee of $8. It is open until midnight. Street parking is another option.
Enter through the lobby and a Merrill Lynch representative will greet you. The conference room is on the 26th floor of the financial center (1215 4th Ave).
About the Speakers
Priya Sathy is a Principal Program Manager for Microsoft. She has worked at Microsoft for nearly six years, and has additional experience at two start-up tech companies. Currently, she focuses on machine learning, as well as managing products, employees, and vendors across various lines of business.
Robert J. Campbell, Vice President - Wealth Management
Nic Lane, Financial Advisor
Robert and Nic are financial advisors for Merrill Lynch in Seattle. Their team works consistently with achieving professionals in the expanding tech scene of the Pacific Northwest. They have worked with a number of clients at private and public Seattle-area tech companies to align their personal and professional goals through tax-managed investment strategies, cash management solutions, and retirement savings plans.