TOPIC: Current Events in
the Investment World & the Employment Outlook for the Financial
Services Industry
SPEAKER: Scott Monroe, CFA, CFP -VP Sales, Fidelity Investments
Vice President of Sales for Fidelity Investments in their Registered
Investment Advisor Group.
His primary role is to understand the various RIA business models
and consult with new and existing RIA clients on practice management
and strategic planning issues
Treasurer for the Orange County Investment Managers Scholarship
Foundation
