April is Financial Literacy Month. Join us for this lively discussion about the importance of financial literacy with Audrey Daum, SM 1988, MITSBAA Board Member & SVP at Moors & Cabot.
Sip, mingle and network as we discuss existing efforts to factor financial literacy into educational platforms for young people. We will also discuss what resources are available to help adult (women) learn more about how to take control of their finances. Audrey will also discuss her recently published book “The Little Floofs’ Book of Money” and why she created it for this young audience. Signed copies with a stuffed Floof will be available for purcahse.
Tuesday, April 4, 2023
6:00 p.m - 9:00 p.m. ET
The Ritz Carlton, Avery Bar
10 Avery Street, Boston, MA 02210
$20/per person
Audrey Daum is a Senior Vice President Investments in the Boston Office of Moors & Cabot. Audrey was a Director-Investments at Oppenheimer & Co. from Sept. 2010 through April 2017. Prior to Oppenheimer, Audrey was a Vice President in Wealth Management at Merrill Lynch. She also worked as a Senior Business Manager in Merrill Lynch’s Headquarters in Princeton, NJ. Audrey’s finance career started at Citibank NY in Corporate Finance where she remained for 8 years. As a Wealth Manager, she works with individuals and small business owners on portfolio management, estate and retirement planning, as well as providing seminars and educational tools for those families that need them. Audrey is a passionate advocate of financial literacy education. She holds an MBA in Finance and Corporate Strategy from MIT Sloan School of Management, spent two years at Harvard Graduate School of Arts & Sciences, and graduated with Top Honors from Northeastern University. Audrey has been named as a Five Star Wealth Manager in Boston Magazine from 2011 to present. She will be listed in March 2023 issue of "Boston Magazine". She is Past President and Treasurer of the MIT Sloan Boston Alumni Association (Boston & New York), Chair, Women's Events and Co-Chair of the Resilience Series. She has served on the Executive Council of Ellevate Networks, Boston Chapter, and has partnered with Invest In Girls. She recently published a book to help young children learn basic money concepts “The Little Floofs’ Book of Money which can be found on Amazon.
Women and Wine Wednesdays is hosted and sponsored by the MIT Sloan Boston Alumni Association.
Our Women's Events Volunteer Committee includes:
- Audrey Daum, SM '88, SBAA Board Co-Chair Women’s Events, Chair, Women and Wine Wednesdays & Senior Vice President – Investments, Moors & Cabot, abdaum@me.com
- Sun Altbach, MBA '11, CEO & President, PIC Therapeutics, sg.altbach@gmail.com
- Monica Kothari, MBA '19, Regions Lead, Campus Strategy, Capital One, monicakothari23@gmail.com
- Dr. Irena Lucifredi, PhD '05, President, SOFAR Acoustics, LLC, ilucifredi@sofaracoustics.com
- Katie Manty, SM '02, VP, Omnichannel Strategy, kmmanty@yahoo.com
- Tina Kruczynski, Program Manager, MITSBAA, tina@mitsloanboston.com
COVID-19 POLICY: MITSBAA is adhering to MIT a nd
the CDC Guidelines. All registrants must self-attest to (a) full
vaccination 14 days prior to this event, and (b) participation is
voluntary and attendees are responsible for their own protection against
Covid-19.
We will provide hand sanitizer and masks to all attendees.
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Event Information
EVENT DATE: Tuesday, Apr 4 2023 at 6:00pm - 9:00pm [ iCal ]
LOCATION:
The Ritz Carlton, Avery Bar
10 Avery Street Suite 1201
Boston, MA 02111
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