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Anna Hamilton is vice president of customer development and debt collection and recovery at FICO.

The planning needs and strategies for a woman should focus more heavily on longevity and creating lifetime income streams after her spouse has passed away.

Ayesha leads the District Capital Group at RBC Wealth Management in the Washington, D.C. complex, with 25 years of experience in the wealth management industry.
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Jackie C. Klaber is a Managing Director and the Head of Opportunistic Investing at Rockefeller Capital Management, responsible for sourcing and structuring differentiated alternative investment opportunities for the firm’s clients. She previously worked at Goldman Sachs and Citigroup. She holds a JD/MBA from Yale Law School and Yale School of Management, a master's degree from Columbia University, and a bachelor's degree from Yale College.

Jeff Brunken is president of MGIS, a national insurance program manager that builds and manages specialized disability insurance programs for healthcare professionals.

Chris Gunderman is chief financial officer for DataPath, Inc.

Amanda Garner leads the Outsourced Marketing Division of The Growth Partnership. In addition to professional services marketing, her background includes years working with various media outlets as a producer and on-air talent. Most notably, her job history includes a one-year production role at NBC’s “Meet the Press.” Reach her here.

The fintech will help these consumers set aside money in a tax-advantaged savings account that won’t jeopardize federal benefits tied to income.

Danica Dilligard is an EY audit partner with more than 20 years of combined public and private experience serving high-growth companies at various development stages, primarily in the life sciences industry. She was named one of 2020’s “Most Powerful Latinas” by ALPFA (Association of Latino Professionals For America).

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.