Team Development

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!

 

 

 

 

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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.