I quickly realized that I could use my Project Management expertise to help people put together a financial plan for their own future.
1000 Financial Services
Sonya Trammell-Jones: LEGIN Consultants– Change Broker
I like being a “Change Broker” at a time where change is inevitable and on a very close horizon.
Priyanka Bhatia: One Tree Spaces – A Woman in a Man’s Business
Reaching out to women professionals and entrepreneurs with our services. We are planning to address this challenge through our workshops, webinars, videos, Facebook page, LinkedIn interactions, emails and SMSes to women.
Candace Klein: SoMoLend
My greatest success to date is the fact that I’ve been able to keep two companies alive – and not only that, but companies which actually focus on increasing capital for women and small business owners.
Katherine Wichmann Zacharias: KSWZ Insurance Services
[I define success as] doing what you love and at the same time helping others.
Liz Miller: Summit Place Financial Advisors, LLC
After 15 years as a successful partner with an investment firm in NYC, the founding partners were ready to retire, yet they kept overlooking me and making me take potential new people to dinner. I felt I was hitting a glass ceiling.
Nicole Stubbs: First Access
First Access is pioneering a system of financial profiles for microloan applicants to access credit using their prepaid mobile records.
Patricia Raskob: Raskob Kambourian Financial Advisors Ltd.
We have saved numerous clients from making financial mistakes and assisted many in reaching their dreams which they never thought was possible.