We invite all alumna to our Women of Creighton: Investing Beyond a 401K event, featuring alumna Barb Greene, BSMT, a wealth management advisor with Merrill Lynch Wealth Management and Ivette Plaza, Director, Market Executive for Mountain Plains Market. This event will be an excellent opportunity to hear from Greene about how to grow your investments beyond a 401K and connect with fellow Creighton alumna.
Here are the details:
Date: Thursday, April 24
Time: 6:30 – 8:30 p.m.
Location: The Hitch
Address: 7013 Dodge St, Omaha, NE 68132
More information: Heavy appetizers and drinks will be served.
Please register by Tuesday, April 22.
Learn more about our wonderful speakers:
Barbara J Greene
Vice President, Wealth Management Advisor
Merrill Lynch
Barbara Greene, BSMT'84, Advisor, Merrill Lynch, has been in the financial services industry since 2009 and is currently a partner in the Harlow Associates Wealth Management Group.
Prior to this position, she worked as an Administrative Manager for the eight Merrill Lynch Wealth Management Mountain Plains Market offices. Barb utilizes her training and experience to provide her clients sound and strategic advice in wealth management and financial planning.
She’s a native Nebraskan and graduated from Creighton University in Omaha. Barb is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the CFP® Board of Standards, Inc. Barb also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66, 9, 10 and 31 registrations.
Ivette Plaza
Director, Market Executive
Mountain Plains Market
Ivette joined the firm in 1998 and possesses over 25 years of experience in the financial services industry driving strategy, business growth and operational efficiency. Currently, she serves as the Market Executive for the Mountain Plains territory which includes Colorado, Nebraska and Wyoming.
During her tenure with Merrill, Ivette completed Merrill’s Market Executive Leadership Academy and has held numerous leadership positions across the organization. She was recognized among the top female leaders across Bank of America in 2007 and 2015, respectively.
She holds the Chartered Advisor in Philanthropy® (CAP®) designation issued by The American College of Financial Services and is a Certified Six Sigma Greenbelt. Ivette also holds the Financial Industry Regulatory Authority (FINRA) Series 7, 66, 9, 10 and 24 registrations.