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      Understanding Your Financial Statements in New York


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      September 20, 2019

      Friday  12:30 PM

      188 Madison Avenue
      New York, New York 10016

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      Understanding Your Financial Statements

      Understanding Your Financial Statements One very important tool to understanding your brokerage account performance is to carefully review your account statements on a regular basis. Monica Cirillo provides some helpful hints to understand the different components of an account statement. She also introduces a number of publicly-available resources to explore further. Presented by the SIFMA Foundation, as part of Financial Planning Day.  Classroom 1   Monica Cirillo is an Executive Director and strategic lead in the Technology Transformation team at Morgan Stanley. She focuses on optimizing the business value delivered through technology by driving greater business and technology collaboration. Monica joined Morgan Stanley in 2015 as head of Business Architecture for Wealth Management, where she drove efforts on process optimization and risk management. Monica helps foster the next generation of technology leaders as part of the Morgan Stanley Women in Technology group and serves as the North America lead for Morgan Stanley Technology Change Makers, a volunteer program that delivers impactful technology solutions to non-profits. Prior to joining Morgan Stanley in 2015, Monica held leadership positions spanning business, technology, and operations across the institutional and private wealth sectors at a number of major financial services firms, including Merrill Lynch, Bank of America and UBS. She enjoys volunteering with philanthropic organizations and programs to increase financial literacy.    

      Categories: Business & Networking

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