Brian is a Registered Client Associate with UBS, a worldwide financial services firm. His team focuses on holistic financial planning, …
Videos
Research Analyst, Institute of International Finance
Brent is a research analyst with the Institute of International Finance. Located in Washington, DC, Brent works with the local …
Project Management Specialist, PGIM Fixed Income
Dania is a Project Management Specialist with PGIM Fixed Income. Based out of Newark, NJ, Dania works with various groups …
Founder and Financial Planner, Delancey Wealth Management
Ivory is the Founder and Financial Planner of Delancey Wealth Management, a financial advisory firm located in Washington, DC. His …
Spending and Budget Coordinator, Department of Education
Ayesha is a Program Specialist in the Office of Innovation and Improvement at the Department of Education. Her role involves …
Assistant Director, Budget Administration, University of Maryland University College
Alyssa is the Assistant Director of the Budget Administration at the University of Maryland University College. Her duties are to …
Nonprofit Director, Prepare + Prosper
Suyapa is the Executive Director of Prepare + Prosper, the largest tax clinic in the region. The organization offers two main …
Financial Portfolio Manager, Toyota Financial Services
Jason is a portfolio manager with Toyota Financial Services. Not only does he assist the car-buying retail customers with securing …