Envestnet Institute On Campus

Welcome to Our Guest Speaker Series

Extraordinary women in the wealth and asset management industry sharing their stories.

Women In Wealth Management; proudly introduce the Guest Speaker Series, a series that will bring recognized and accomplished individuals from the wealth and asset management industry to speak freely and informally about their journey and experiences. This forum allows our guests to educate, offer guidance and advice, in a career path that may seem unclear at times. Our speakers will prove to spark conversation and provide informative information to help support those considering a career in the wealth and asset management industry.

Our Next Guest Speaker:

Our Next Guest Speaker

To Be Announced

Our Most Recent Speakers:

~Jocelyn D. Wright, MBA, CFP®, RICP®, founder and managing partner of Ascension Wealth Management, LLC, shares her invaluable insights and experiences in achieving the CFP® designation and other valuable information when it comes to licensing and certification in wealth and asset management in the Financial Services industry. Questions most frequently asked about the CFP® exam and certification are answered in this webinar recording.

Learn more about Jocelyn here.

~recorded presentation from December 3, 2019~

~Estee Faranda Jimerson, Managing Director, Head of Asset Manager Network, for Envestnet, Inc. and Annie Brown of T. Rowe Price shared their thoughts and challenges in a conversation on “Why Have a Career in the Wealth Management Industry?”

~recorded presentation from September 30, 2019~

~Robyn Pollack, Gender Diversity/Inclusion Consultant, Speaker and Attorney, of Trellis Consulting, LLC spoke on “Building Your Brand and Positioning Yourself for Long-Term Success”

What is a personal brand and how do you build it?  Learn how authenticity and professionalism are key to how you are perceived within your company as you enter the workforce and externally in the industry. Then, dig deep and uncover how your vision, passion and values are integral components to who you are and how you can best communicate those ideals to the people around you. Finally, understand why it all matters and how to leverage your brand to create your own personal success.

~recorded presentation from June 26, 2019~

~Sharon BloodworthCEO, CFP® of White Oaks Wealth Advisors, Inc. and has been with the company since February 2001. Her experience in the financial services industry dates back to 1993, and includes positions at American Express Financial Advisors as a Financial Advisor, and the investment management firm, Lord, Abbett & Co. in New York City, as Client Liaison. Sharon has a Bachelors of Science in Economics (Hons.) (BScEcon) in European Community Studies from the University of Wales, College of Cardiff. She also received the Certificate of International Business Practice from Oxford University through the Lord Mountbatten Program. She also holds the Certified Financial Planner ™ designation.~ Learn more>

~recorded presentation from March 8, 2019~


Companies with higher levels of gender diversity and with HR policies and practices that focus on gender diversity are linked to lower levels of employee turnover. 4

We have an obligation and a responsibility to be investing in our students and our schools. We must make sure that people who have the grades, the desire and the will, but not the money, can still get the best education possible.

~Barack Obama



Strive not to be a success, but rather to be of value.
~Albert Einstein


The beautiful thing about learning is that no one can take it away from you.
~B.B. King