Join the L.A. Network for this interactive workshop format covering basic financial planning concepts such as budgeting, saving, goal-setting, investing, retirement and more. Get your burning financial questions answered by women experts in banking and finance.
Drinks and hors-d'oeuvres will be served. Plenty of free parking. This event is graciously hosted by Business Banker Vera Liebenthal, who is also former director at the Israeli Ministry of Finance.
$10 for members / $15 for non-members
Vera Liebenthal is a business banker and relationship manager with First Republic Bank specializing in commercial RE, business and non-profit lending. She manages an active commercial loan portfolio and is working with individuals, families and businesses to help them meet their financial goals while holistically addressing both sides of their balances sheets. As part of her strong commitment to the State of Israel Vera had developed an innovative loan program backed by Israel Bonds that is now offered through First Republic Bank. Prior to joining First Republic Bank Vera worked at Bank Leumi USA and Israeli Ministry of Finance in Jerusalem. She holds bachelor's degrees in economics, sociology and anthropology from Hebrew University and MBA in finance from University of Manchester. Vera completed a two-year service in the IDF.
Megan Mulloy is a vice president and Eagle Invest advisor with First Republic Investment Management. She began her career with First Republic Investment Management as a member of the client service team and then progressed to the Client Relationship Analyst and Team Lead. Prior to joining First Republic, Ms. Mulloy worked in investment management at both Morgan Stanley and UBS Financial Services. Ms. Mulloy earned her bachelor's degree in economics from Bucknell University. She is also a CERTIFIED FINANCIALPLANNER(TM) professional and received her Certificate in Personal Financial Planning from the University of California at Berkeley.
