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How Millennials Are Disrupting Wealth Management | Citi FinTech Meetup
October 22, 2015 @ 6:30 pm - 9:00 pm EDTFree
Millennials are increasingly looking to nonbank startups to help with their day-to-day money management.
Is the same true for wealth management?
How are new entrants reshaping the landscape?
What does the self-serve model mean for the industry and how will wealth managers’ roles evolve?
Join us the conversation at the next Citi FinTech Meetup on October 22nd
|Rocco Savage||Rocco Savage is Co-Founder and VP of Customer Development at alta5. Prior to alta5 he worked with Tony Robbins where he helped pioneer the Business Results Coaching division. He has also served as Director of Enterprise Sales at Nomi and was an early employee at Sencha where he helped build the training and services division.|
|Lucilo Palacio||Managing Director Citi Private Bank|
6:30pm – 7:30pm: Check-in & Networking
7:45 pm: Keynote