WMA Club Meeting FS22 - Meeting VIII: IMA (Institute of Management Accountants) ft. Jack Mitchell

Hello and Welcome to the FDU Wealth Management Advisory Club Meeting. In this meeting, we have our very own WMA Club President, Jack Mitchell from IMA (Institute of Management Accountants) to come and speak to us. Jack Mitchell is a Junior Accounting Major at FDU Silberman College of Business. He is involved in numerous of clubs at FDU Silberman. On top of that, he is participating in the 2022 Bloomberg Global Trading Challenge as Team Captain for FDU Silberman College of Business. He has also achieved certifications ranging from Bloomberg to Social Media. Show more

Outside of FDU Silberman, he is a member of NJCPA, AICPA, NJCPA Morris/Sussex Chapter, NJCPA Student Programs & Scholarships Committee, AICPA NJ Chapter, IMA, and IMA Morris/Essex Chapter, He is also a Campus Ambassador for Wiley, Wiley Edge, NJCPA, IMA, Buddi, and World College Poker. He is also not only the Director of Buddi’s Campus Ambassador Program, but also the Chief Operating Officer at Buddi. He interned with Withum in Tax Verification in Spring 2022 and Deloitte in Audit and Assurance in Summer 2022. Fun Fact about Jack is that he is ranked #1 in FDU Silberman’s Professional Development Program with over 7,735 Points and is on the verge of becoming the 1st FDU Silberman Student to break 8,000 points.

If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory.

This club is open to not just all FDU Silberman Business Majors, but all majors at FDU are invited to come and join the club.

Reminders for our members:

1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week.
2. We have added 3 new Social Media Accounts which are the following:
* Snapchat: fduwma
* Twitter: fduwma
* TikTok: fduwma
Go and follow all of our social media accounts on our linktr.ee.
3. Our club website is officially public and online. Go to our linktr.ee to view our new website. Please give us feedback on what you liked and what you disliked about it and any changes you think we should add.
4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know.
5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in.
7. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
8. If you want discounts on Popl Products, use Promo Code: JACKMITCHELL20 at checkout to get 20% off your order.
9. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
10. If you are interested in becoming our Public Relations Representative, please let any e-board member know.
11. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom.
12. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!

FDU WMA Club Meeting Schedule: (FOR FALL SEMESTER 2022)

Location:
Florham Campus - Mansion Room 12
Metro Campus - TBA
Zoom (Optional)

Time: 5-6 PM

10/13/22: PKF O’Connor Davies ft. Kayleigh Donnellan
10/20/22: MYSTERY
10/27/22: Bone Fide Wealth, LLC ft. Clifford C. Cornell
10/27/22: Brown Brothers Harriman [PDP/WMA CROSSOVER EVENT] (NOTE: Meeting will be at 6 PM in Lenfell Hall on the Florham Campus and on Zoom for our Metro Members)
11/2/22 Valley Bank ft. Peter Belasco & Chris Brigati [WMA/PDP CROSSOVER EVENT II] (NOTE: Meeting will be at 4 PM in the Hartman Lounge and on Zoom for our Metro Members)
11/3/22: Wiss & Co ft. Stephanie Hughes & Marc Peterson [WMA/PDP CROSSOVER EVENT III]
11/10/22: Marcum Wealth ft. Todd Healy
11/17/22: Blue Ocean Global Wealth ft. Marguerita Cheng, CFP®
11/21/22: Internship Roundtable ft. FDU WMA Club E-Board (NOTE: Meeting will be held on Monday. Time and Location will remain the same.)
11/30/22: Rich Brenner (NOTE: Meeting will be held on Wednesday at 6 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/1/22: Peacock Private ft. Lisa McKnight
12/7/22: Ameriprise Financial ft. Karl Campbell (NOTE: Meeting will be held on Wednesday at 6 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/8/22: Wiley ft. Jack Mitchell