Rewriting Your Future with Financial Planning

 5-5:30 PM: Welcome & Registration

                        Opening comments by:

Sharmila Achari, Dir., Specialized Lending Solutions, Raymond James.

Norville Barrington, President, Metro New York Chapter of NBMBAA.

5:30-6:00 PM: In conversation with David DeLuca & Pedro Suriel

• David DeLuca is the head of Raymond James Global Equities and a senior leader at the firm. David has a long-standing relationship with the NY Black MBA Association and has worked extensively with the organization, dating back to his time at Lehman Brothers.
• Pedro Suriel is Raymond James’ Global Head of Diversity, Equity & Inclusion
• A conversation about the importance of promoting financial education/literacy, and why it is important for private companies like Raymond James to support these efforts.

6-7:00 PM:   Panel Discussion “Rewriting Your Future with Financial Planning”                                  

Introductory comments by:

Chuck Roberts, EVP Advisory Board, Metro New York Chapter of NBMBAA

Moderator: Kristin Myers, Senior Vice President, etf.com

Panelists:      Christina Massalay,  CPA | Founder & Managing Partner,

Mass Financial Management LLC

Enayat Oliver, Vice President, Banking Consultant, Raymond James Bank

Derrick Lewis, Managing Director, Senior Vice President, Investments, Capitas Advisory Group of Raymond James

Leonard Bates, Director and Head of Americas Capability and Regulatory Management           at UBS.

7-8:00 PM: Networking Cocktail Reception