Joanna and Jade Attend Commonwealth 101
September 4-6, 2019
In early September, our Client Services and Outreach Officer, Joanna and our Research Analyst Intern, Jade attended training put on by our broker/dealer, Commonwealth Financial Network. The training provided Joanna and Jade with indispensable training to learn the nuts and bolts of our operations, Commonwealth processes, and how to best serve YOU – our clients!
In addition to the training they received, Joanna and Jade enjoyed a tour of Commonwealth headquarters in Waltham, Mass and getting the opportunity to network with the Commonwealth community. They even had lunch with CEO Wayne Bloom!
Ashley Attends Summit For Women Advisors Conference
July 26, 2019
Partner Ashley Ott joined other women leaders at Commonwealth's 2019 Summit for Women Advisors, a conference to inspire growth and promote change, in Nashville, Tennessee! #CFNWomen attendees heard keynotes from Courtney Ferrell, creative thinking partner, speaker, and writer, and Chloe B. McKenzie, founder, and CEO of On a Wealth Kick and BlackFem, Inc., as well as panel sessions featuring both Commonwealth leadership and affiliated advisor speakers.