WMA Club Meeting FS22 - Meeting IV: PKF O'Connor Davies ft. Kayleigh Donnellan

Hello and Welcome to the FDU Wealth Management Advisory Club Meeting. In this meeting, we have Kayleigh Donnellan, Campus Recruiter from PKF O’Connor Davies, LLP to come and speak to us. Kayleigh graduated from Binghamton University in May 2019 with a major in Human Development, Family Studies, and Related Services. She interned with Binghamton University in August 2018 as a HR Intern and then worked at Venture Together in January 2020 as their HR Specialist. She has experience in recruiting for Internship and Entry Level opportunities. She also has strong administrative professional skilled in Recruitment, Employee Leave management and Onboarding & Orientation along with HRIS (Human Resources Information System) Administration. Fun Fact, she was at the 2022 FDU Silberman Accounting & Finance Fair last month.

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. We are excited to announce that we will be live-streaming our meetings on 3 more Social Media Accounts which are the following:
* LinkedIn
* Twitter
* YouTube
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. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
8. If you want discounts on Popl Products, use Promo Code: JACKMITCHELL20 at checkout to get 20% off your order.
9. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
10. Our BeReal Fundraiser will end next Friday, so please make sure to tell your friends and family to join BeReal. If you need the form, please ask any e-board member.
11. 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.
12. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!!
13. Enjoy your Fall Break! :)

FDU WMA Club Meeting Schedule: (FOR FALL SEMESTER 2022)

Location:
Florham Campus - Mansion Room 12
Metro Campus - TBA
YouTube LIVE
Instagram LIVE
LinkedIn LIVE
Twitter LIVE
Twitch Channel
Zoom (Optional)

Time: 5-6 PM

10/20/22: KPMG ft. Celeste Leon
10/25/22: Hennion & Walsh Asset Management ft. Kevin Mahn [PDP/SMIF/WMA CROSSOVER EVENT] (NOTE: Meeting will be held on Tuesday at 3 PM in Bloomberg Labs on both the Florham Campus [Monninger Center] and Metro Campus [Dickinson Hall] and on Zoom)
10/27/22: Bone Fide Wealth, LLC ft. Clifford C. Cornell
10/27/22: Brown Brothers Harriman [PDP/WMA CROSSOVER EVENT I] (NOTE: Meeting will be at 6 PM in Lenfell Hall on the Florham Campus and on Zoom for our Metro Members)
11/2/22 Valley Bank ft. Peter Belasco & Chris Brigati [WMA/PDP CROSSOVER EVENT II] (NOTE: Meeting will be at 4 PM in the Hartman Lounge and on Zoom for our Metro Members)
11/3/22: Wiss & Co ft. Stephanie Hughes & Marc Peterson [WMA/PDP CROSSOVER EVENT III]
11/10/22: Marcum Wealth ft. Todd Healy
11/17/22: Blue Ocean Global Wealth ft. Marguerita Cheng, CFP®
11/21/22: Internship Roundtable ft. FDU WMA Club E-Board (NOTE: Meeting will be held on Monday. Time and Location will remain the same.)
11/30/22: Rich Brenner (NOTE: Meeting will be held on Wednesday at 6 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/1/22: Peacock Private ft. Lisa McKnight
12/7/22: Ameriprise Financial ft. Karl Campbell (NOTE: Meeting will be held on Wednesday at 6 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/8/22: Wiley ft. Jack Mitchell