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Posts by Pat Advaney

Webinars

2019 Brings Even More Opportunities to Connect Virtually

  • November 12, 2021
  • Posted by author-avatar Pat Advaney
  • 0 comments
16 Feb
Last year’s Fearless You! Webinar series attracted nearly 100 WiPN members each quarter. This year, we will be hosting two webinar series -- Wellth at Work and E...

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Uncategorized

WiPN joins the National Conversation on Board Diversity organized by 2020 Women on Boards

  • January 21, 2019
  • Posted by author-avatar Pat Advaney
  • 0 comments
21 Jan
On November 15, 2018 in cities across the U.S. and throughout the world, 2020 Women on Boards brought together C-Suite and senior executives to discuss Collaborati...

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Member Spotlight

December 2018 Member Spotlight

  • December 12, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
12 Dec
Katy Albers Strategic Sales Leader MassMutual My current job involves… strategy development and execution specific to the finals process, with a focus on commun...

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Member Spotlight

Meet our New Board Members for 2019

  • November 12, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
09 Nov
Effective January 1, 2019, WiPN will welcome several new faces to its Board. We invite you to get to know a little bit about each of them and encourage you to say he...

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Member Spotlight

November 2018 Member Spotlight

  • November 9, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
09 Nov
Lydia Jun Financial Advisor J.P. Morgan Securities My current job involves…providing advisory services for corporate retirement plans. As a fiduciary, I partn...

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Member Spotlight

September 2018 Member Spotlight

  • September 9, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
09 Sep
Roberta Hess Senior Vice President, Marketing Ascensus My first job in the retirement industry was…customer service intern at The Calvert Group in Bethesda, M...

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Member Spotlight

July 2018 Member Spotlight

  • September 9, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
10 Jul
Michele T. Sarna Managing Director, Partner Beacon Pointe Wealth Advisors My current job involves… educating participants on the importance of contributing to t...

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Member Spotlight

May 2018 Member Spotlights

  • May 21, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
17 May
Jennifer Murray Director, Internal Sales, Empower Retirement My current job involves...leading a team of sales professionals to drive the growth of our large, ...

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Member Spotlight

A Tribute to Dorothy Campbell: WiPN Mourns the Loss of One of Its Own

  • March 23, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
23 Mar
Generous. Problem-solver. Inclusive. Authentic. Courageous. These are just some of the words people use to describe Dorothy, who passed away in December 2017 afte...

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Member Spotlight

March 2018 Member Spotlights

  • March 21, 2018
  • Posted by author-avatar Pat Advaney
  • 0 comments
21 Mar
SPOTLIGHT ON: Karie M. O’Connor, Vice President, Investment Advisor Representative LPL Financial dba HPL&S Financial Services My current job involves… pro...

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