[WBC x ALMA] Financial Literary Series Presents: Personal Finance & Budgeting

Jorge Soriano will be spending an hour with us covering women led investment platforms, how we should manage our post-MBA salaries, and preparing for life's major financial movements among other topics. He'll be engaging us for 45 minutes before we go into Q&A. Be prepared to take notes.

Who is Jorge Soriano?
Senior Advisor at AdvicePeriod, advising clients for over 10 years. Primarily focused on comprehensive wealth management for UHNW entrepreneurs and law firm partners ($10M+). MBA from Duke University's Fuqua School of Business, where he was awarded the "Distinguished Service Award" by his graduating class for his contributions to the business school. BA in economics with honors from the University of Southern California. Veteran of the United States Marine Corps, where he served for 6 years, attaining the rank of Sergeant and receiving numerous awards, including the Navy & Marine Corps Achievement Medal and Combat Action Award. Outside of the office, you can find Jorge spending time with his Frenchie and traveling all over the world.

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Alliance for Latinx Management at Anderson | Website | View More Events
Co-hosted with: Women's Business Connection

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