Board Member | P/E Operating Partner | Tech Exec
Joined July 2010
- Tweets115
- Following129
- Followers149
- Likes45
Angela Pecoraro retweeted
Check out my highlight - hudl.com/v/2Hn1Jv
Heads up for my WI friends - The Wisconsin Parkinson Association is seeking a new Exec Director. Check out the opportunity here.
jobs.localjobnetwork.com/j/5…
The Wisconsin Parkinson Association mission is to provide hope, community, support, and resources for people with Parkinson’s and their loved ones. Please consider joining us on July 30th to support our mission and gain valuable information.
Kate Brew…lnkd.in/d8-Zpar
Angela Pecoraro retweeted
Today, we are proud to announce that Advicent is now a part of @InvestCloud, the global leader in cloud-based financial digital solutions.
Learn more:
Advicent stands in support of the financial advisor community. Together, we play a critical role in calming investors during these uncertain times. lnkd.in/dEWSjEJ
Angela Pecoraro retweeted
Especially in these times, we are incredibly proud of our volunteers from team @Advicent!
Yesterday this group helped out at the Hope House food pantry here in our Milwaukee community stocking food for those in need.
Our latest version of NaviPlan includes changes to retirement saving with the #SECUREAct, updated tax calculations, dynamic reporting graphics, and client report improvements.
Learn more: advicent.smh.re/0Sr
Please keep @MolsonCoors and those affected by today's tragic event in your thoughts and prayers. #milwaukeestrong
usatoday.com/story/news/nati…
Angela Pecoraro retweeted
I mention the team at @advicentcoo a lot. Great planning technology matched by its top notch professionals. Don’t miss them at #T32020
Angela Pecoraro retweeted
Couldn't agree more with the summary of points in this @McKinsey study about wealth management in the next decade. #chchchchchchanges
So proud of our All Star team.
Last Thursday, a group of all-star volunteers from team @Advicent joined @UnitedWayGMWC to help prepare care packages for those experiencing homelessness in the greater Milwaukee area.
Thank you to United Way for organizing the event!
RIP @kobebryant. A legend gone too soon. Prayers for all those lost in today's tragedy.
My thoughts and prayers go out to the entire @ENVintel team, the Bergman family and the loved ones of the others that passed. We lost one of the greatest minds and biggest hearts in our industry yesterday. Jud and Mary will be sorely missed.
Angela Pecoraro retweeted
Judges comments on @Advicent demo of #Retirement planning:
- Like going deep on retirement phases & how spending changes.
- It’s not your grandfather’s Naviplan!
- I liked the tech options for delivery.
Scores: 9.0, 8.0, 8.5
#Invest19
Angela Pecoraro retweeted
Officially underway here at @InVest_Event's #InVest19.
Are you in attendance?
Check out our demo of NaviPlan at 10:40 AM EST and stop by the @Advicent booth over the next couple of days to say hello!
I know this all too well. #financialplanning
"The sandwich generation (clients between 40 & 50 years of age) can be pressured from two sides with financial and emotional burdens that involve caring for older, possibly ill, parents while also supporting their children, whether they are grown or not." ow.ly/dvIp30nHvGc