Melissa Maquilan Radic, BlackRock, Institutional Client Relationship Manager- Insurance Channel. Favorite part of her job: Interacting with the CIO’s and investment teams at my client’s firms is my most favorite part of my job.
Read moreKrystle Darby, Spott, Lucey & Wall, Inc. CPAs, CPA. Favorite part of her job: My favorite part of my job is that I am always learning something new.
Read moreCrystal Valdez, Morgan Stanley, Consulting Group Analyst. Favorite part of her job: I enjoy working on client portfolios and financial plans. The absolute favorite part of my job is building a tailored investment plan for each client. Every client is different and has different investment needs so no two days are ever alike.
Read moreWhat motivated you to join FWSF (formerly FWA) and to serve as President? I joined the FWSF at the urging of Judith Bedell who had been a prior President. We are still friends, in fact she manages our investments — and has done a great job for the last 16 years which has permitted us to travel and own vacation homes...
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