The Latest

A native of Chicago, Trish Moll has served as a Franchise Field Vice President in the Mid-America region for Ameriprise Financial since 2008. As such, she provides leadership and support to drive growth among the 460 independent Ameriprise franchisee advisors in Illinois, Indiana, Southwestern Michigan and Southwestern Ohio. Trish also is responsible for recruiting experienced advisors and generating growth via practice acquisitions and professional alliances. In addition, she oversees compliance and manages the team that supports advisors in her region. \nPrior to joining field leadership, Trish was an advisor with Ameriprise for 18 years. She founded Moll & Associates, a financial advisory practice of Ameriprise Financial which had six practice members serving over 400 clients. \nTrish has developed her practice acquisition experience from the ground up by acquiring two practices during her tenure as an independent advisor and then by selling her practice in 2008. In the last four years, as a Franchise Field Vice President, she has facilitated over 30 practice acquisitions for advisors in her region. \nTrish graduated from Marquette University with a Bachelor of Science in Business Administration, Finance and Marketing. Trish loves spending time with friends and family, and enjoys traveling – her most recent adventure was a safari in Western Cape, South Africa.\n

Pat Allen is a digital marketing strategy consultant whose deep financial services marketing experience includes the launch of the industry’s first intermediary Web site in 1996. Having worked for several years in senior marketing\/electronic communications positions with Chicago’s great investment management companies (Claymore Securities, Calamos Investments, Morgan Stanley\/Van Kampen Investments and Scudder Funds\/Kemper Funds), she founded Rock The Boat Marketing in 2008. Her firm specializes in helping asset managers optimize what they do on the Web. Pat also operates AdvisorTweets.com, a site that aggregates the tweets of U.S.-based financial advisors, thereby providing a window to advisors’ gradual adoption of social media.

Pamela Lynn Abraham is a managing director, partner and chief investment strategist at HighTower Fort Myers.

Pamela Black is a former editor in chief of Bank Investment Consultant.

\n\n\n\nUntitled Document\n\n\n\nWhen planned or unplanned life-changing events occur—such as receiving an inheritance, selling a business, retiring, or, sadly, losing or divorcing a spouse—individuals often are faced with sorting through emotional uncertainty while simultaneously having to address complex financial decisions. I have spent more than 16 years helping my clients manage change, successfully navigating to the next chapter of their lives.\n My wellness background, having worked as a licensed\/registered dietitian prior to transitioning to financial services, greatly influences my practice today. That background, combined with more formalized training in financial transitions planning at The Sudden Money® Institute, enables me to focus on the wholeness of my clients’ lives. I offer each client an environment of respect, dignity and attentive service. But what clients most appreciate about working with me is the compassion I show for their well being and diligence in designing compelling, lasting solutions during a chaotic time in their lives.\nProfessional Accreditations\/Education \n\n Series 65-NASAA Uniform Investment Advisor Law Examination \n Certified Wealth Strategist®, Practitioner (CWS®)\n Long Term Care Professional (LTCP)\n University of Central Florida, post graduate studies in financial planning, healthcare administration and risk management\n University of Tennessee, Knoxville, B.S., cum laude, dietetics and nutrition science\n\nIndustry Involvement \n\n Advisor with The Sudden Money® Institute\n Member, Financial Planning Association; Society of Financial Services Professionals; Society of Certified Senior Advisors and American Association of Long Term Care Professionals\n Fellow, SunBridge Legacy Builder Institute\n\nUp Close\nPreviously served as Principal and Chief Compliance Officer for FMR Wealth Management, LLC , a State of Florida Registered Investment Advisory Firm, and as Vice President of Financial Management Resources, Inc.\n Member, Florida Executive Women’s Association; Winter Park Chamber of Commerce and Women’s Executive Council\n Executive Board, Treasurer, Central and North Florida Alzheimer’s Association\n Alumna, Class X, Leadership Winter Park\n Served for 19 years in Florida as a registered and licensed dietician\/nutritionist, specializing in critical care nutrition, and as Administrative Director of Hospital Nutrition Services\n Enjoys gourmet cuisines, wine tasting, bicycle riding, fitness activities and travel\n Florida native, from Miami, the second of six siblings\n Joined Sequoia in 2011\n\n\n\n

Pamela Finelli is a Managing Director and the Global Head of Equity Derivatives and Synthetic Equity Research for Deutsche Bank. She has appeared on CNBC and Bloomberg radio and has often been quoted in the financial press for her views on the equity derivatives markets.\nPamela started her career in at Bankers Trust in New York in 1994, initially working in risk for Rates Derivatives before moving into Equity Derivatives. She joined DB’s newly-formed Equity Derivatives Strategy team in New York in 1999.\nFrom 2007-2014, Pamela was based in London and led DB’s European equity volatility, correlation and dividend research. In 2012, her team expanded to cover the growing areas of ETF and synthetic equity products. Her group has been ranked #1 in the European Institutional Investor survey for the past four years and has achieved the top ranking in the Greenwich Survey for European Equity Derivatives since 2009. InAugust 2014, she moved back to New York to focus on DB’s increasing presence in the US equity markets.Pamela is actively involved in supporting diversity in the financial services industry.\nShe was the 2014 chair of DB’s flagship Women in European Business conference attended by 1800 people, was a member of the City Women’s Network in London, served on the Girls’ Board of the UK Chance to Shine charity, and currently sits on DB’s UK and North American Diversity councils.\nPamela holds a B.S. degree from the Smeal College of Business of the Pennsylvania State University in the U.S. She lives in NJ with her husband and three school-age children and enjoys running and travelling with her family.