WEL Presents A Wealth Management Strategy Seminar Sponsored by Goldman Sachs
Date : Jun 21, 2011Time : 7:30am - 10:00am
Location:
Boca Renaissance Hotel
Address:
2000 NW 19th Street, Boca Raton, FL 33431
Online Cost:
At Door Cost:
Speaker(s):
We invite you to join WEL and Goldman Sachs for this morning program. Our speakers for the seminar are:
Mariam Kamshad is a Managing Director in Goldman Sachs’ Private Wealth Management group and a member of the Investment Strategy Group (ISG), focusing on strategic and tactical asset allocation for Private Wealth Management clients. Mariam joined Goldman Sachs in 2004 from Lord Abbett Asset Management, where she was a National Account Manager in the Strategic Relations Group. Prior to Lord Abbett, Mariam had spent 11 years in numerous sales and management positions within Merrill Lynch Wealth Management where her last position was Director of Wealth Management Services for the Americas. She received a bachelor’s degree in Social Sciences and Administration from the University of London in 1991.
Karey Dye is a Managing Director in Goldman Sachs’ Wealth Services Group serving foundations, endowments, and other charitable organizations. Karey serves as president of the Goldman Sachs Philanthropy Fund, a donor advised fund and public charity established to encourage and promote philanthropy and charitable giving across the United States. Karey joined Goldman Sachs in 2000 as a vice president and was named managing director in 2009. Prior to joining the firm, Karey practiced law for 14 years at the law firm of Vinson & Elkins LLP in Houston, Texas. Karey serves on the board of DePelchin Children’s Center and is a chair on the Advancement Committee. She also serves on the Endowment Board at St. Martin’s Episcopal Church, where she was previously a chair of the Audit Committee. Karey earned a BA, cum laude, from Middlebury College, and a JD from the University of Virginia, School of Law.
Renee Mihale is a Private Wealth Management Associate. Prior to joining Goldman, Sachs & Co., Renee spent 10 years in executive management and business development. She most recently served as Senior General Manager with Westfield Group, a Real Estate Investment Trust that owns and manages regional shopping centers in the US and internationally. Renee earned her MBA at Georgetown University, and received a BA with Honors from the University of South Florida. She has been active in fundraising with the Leukemia & Lymphoma Society, University of South Florida and Big Brothers, Big Sisters.
Nancy Hullihen is a Private Wealth Management Associate. Nancy is part of a team that works closely with a small group of affluent business executives, entrepreneurs and families and provides them with access to customized investment strategies and idea generation for estate and income tax strategies. Prior to joining Goldman Sachs, Nancy had a successful career in consultative technical sales and marketing with Merck & Co. Inc. Nancy received an MBA with honors from Thunderbird (Arizona). Prior to graduate school, Nancy served as the Director of Business Development for the US Peace Corps in Costa Rica. Additionally, Nancy worked in Corporate Cash Management for Citicorp after receiving a BS in Finance from Carnegie Mellon University.
Maite Arnedo is a Wealth Strategist. Maite helps Florida-based clients organize, analyze, and plan their financial futures. She focuses on estate planning, income tax planning, cash flow planning, and charitable planning. Maite assumed the position of Wealth Strategist in the Goldman Sachs West Palm Beach office in 2010 after serving clients for the last decade with both a global wealth management firm and Deloitte. Maite is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP). She holds a Master of Business Taxation (MBT) from the Marshall School of Business, University of Southern California and a Bachelors of Arts degree from Florida International University.
Details:
By invitation only. Invitations to this event are non-transferrable.
Parking is available onsite at no cost.
Click to view PDF Document
Boca Renaissance Hotel
Address:
2000 NW 19th Street, Boca Raton, FL 33431
Online Cost:
At Door Cost:
Speaker(s):
We invite you to join WEL and Goldman Sachs for this morning program. Our speakers for the seminar are:
Mariam Kamshad is a Managing Director in Goldman Sachs’ Private Wealth Management group and a member of the Investment Strategy Group (ISG), focusing on strategic and tactical asset allocation for Private Wealth Management clients. Mariam joined Goldman Sachs in 2004 from Lord Abbett Asset Management, where she was a National Account Manager in the Strategic Relations Group. Prior to Lord Abbett, Mariam had spent 11 years in numerous sales and management positions within Merrill Lynch Wealth Management where her last position was Director of Wealth Management Services for the Americas. She received a bachelor’s degree in Social Sciences and Administration from the University of London in 1991.
Karey Dye is a Managing Director in Goldman Sachs’ Wealth Services Group serving foundations, endowments, and other charitable organizations. Karey serves as president of the Goldman Sachs Philanthropy Fund, a donor advised fund and public charity established to encourage and promote philanthropy and charitable giving across the United States. Karey joined Goldman Sachs in 2000 as a vice president and was named managing director in 2009. Prior to joining the firm, Karey practiced law for 14 years at the law firm of Vinson & Elkins LLP in Houston, Texas. Karey serves on the board of DePelchin Children’s Center and is a chair on the Advancement Committee. She also serves on the Endowment Board at St. Martin’s Episcopal Church, where she was previously a chair of the Audit Committee. Karey earned a BA, cum laude, from Middlebury College, and a JD from the University of Virginia, School of Law.
Renee Mihale is a Private Wealth Management Associate. Prior to joining Goldman, Sachs & Co., Renee spent 10 years in executive management and business development. She most recently served as Senior General Manager with Westfield Group, a Real Estate Investment Trust that owns and manages regional shopping centers in the US and internationally. Renee earned her MBA at Georgetown University, and received a BA with Honors from the University of South Florida. She has been active in fundraising with the Leukemia & Lymphoma Society, University of South Florida and Big Brothers, Big Sisters.
Nancy Hullihen is a Private Wealth Management Associate. Nancy is part of a team that works closely with a small group of affluent business executives, entrepreneurs and families and provides them with access to customized investment strategies and idea generation for estate and income tax strategies. Prior to joining Goldman Sachs, Nancy had a successful career in consultative technical sales and marketing with Merck & Co. Inc. Nancy received an MBA with honors from Thunderbird (Arizona). Prior to graduate school, Nancy served as the Director of Business Development for the US Peace Corps in Costa Rica. Additionally, Nancy worked in Corporate Cash Management for Citicorp after receiving a BS in Finance from Carnegie Mellon University.
Maite Arnedo is a Wealth Strategist. Maite helps Florida-based clients organize, analyze, and plan their financial futures. She focuses on estate planning, income tax planning, cash flow planning, and charitable planning. Maite assumed the position of Wealth Strategist in the Goldman Sachs West Palm Beach office in 2010 after serving clients for the last decade with both a global wealth management firm and Deloitte. Maite is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP). She holds a Master of Business Taxation (MBT) from the Marshall School of Business, University of Southern California and a Bachelors of Arts degree from Florida International University.
Details:
By invitation only. Invitations to this event are non-transferrable.
Parking is available onsite at no cost.
Click to view PDF Document
-
By Invitation Only! Join Women Executive Leadership for: “LeaderMOM” Sustaining Success
WEL Program Event
May 22, 2012
register : view program details -
SAVE THE DATE “First Things First” by Stephen R. Covey - WEL Book Club Event
Book Club
Jul 25, 2012
register : view program details