Bringing Humanity Back to Finances and Investing

Jill Lindsey

August 25TH
6:45 - 8:30
FREE
PART III
We are so excited to share this 6 session FREE workshop with you on how to better your relationship with money and finance! Our special guests will help you explore your relationship with money and how to enhance or uplift your financial power!  Both Bob and Carrie have years of experience and are changing the way money is perceived, used and planned! The first of the 6 sessions will be this Saturday from 1-3. Bob Fuest focuses on the psychology of investing and our behaviors around investing! And Carrie Rattle is the principle of Behavioral Cents helps smart business women gain greater money confidence. We align your money behaviors with your dreams - and help you realize them without deprivation. Self-awareness is the first step to success!  We hope you can make it!  And please feel free to share with friends, and let's all get more educated on our relationship with money! 
About Bob Fuest:

No matter which hat I’m wearing - Advisor, business owner, life partner - I am an unwavering idealist at heart. I have always felt anything is possible and that most things can be fixed. I believe that if you put your mind to something, you can accomplish any goal over time and I truly love helping people achieve those goals.

I wasn’t always an Advisor but I started as one many years ago. It was my first job out of college and I quickly realized that to be a truly effective one, I needed many more skills in the field of finance and business.  Since that time, I have garnered extensive experience in Corporate America: business development, product development and leadership, helping to build business practices within a larger business and investment banking. My goal is to apply this financial experience on the corporate side to you and your family in a cohesive manner to help you to achieve your financial objectives.

As far as educational history, I went to Binghamton University for my undergraduate learning in Psychology, and then graduated in 2007 from Fordham University, Gabelli School of Business MBA program, where I earned International Honors in Economics of Omicron Delta Epsilon and was inducted into the National Honors Society of Phi Kappa Phi. 

My passion for learning is ongoing and that passion is one thing that I bring to the practice. I want to pass on my learnings to others; I want to help you to learn also so that we can achieve your financial goals together.  In my process of passing on learnings, I have also been moonlighting as Adjunct Professor of Finance and Faculty Advisor at Fordham Gabelli School of Business (Graduate) since 2012 and have been fortunate enough to have been an inaugural member inducted into the society of Homines Pro Aliis, Men and Women for Others as cited by the Dean of the Business School in 2013. In addition, I have the honor to mentor selected students to compete and represent Fordham in the global CFA Investmet Research Challenge; under my watch, the six teams have all made it to the regional final four; one team went all the way to the global finals (beating out over a thousand schools globally) and one team went to the Americas challenge and made it through four rounds.

About Carrie Rattle:
Behavioral Cents helps smart business women gain greater money confidence. We align your money behaviors with your dreams - and help you realize them without deprivation. Self-awareness is the first step to success! Check out our free money profile that identifies your subconscious money attitudes, likely behaviors, and triggers that will part you and your hard earned cash. 

Behavioral Cents breaks the typical mold of jargon and knowledge dump in favor of self-awareness, and just-in-time tactics that deliver behavior change. Clients gain confidence from more control over their money and their lives. This is a formula for more lasting money success. 

Carrie Rattle is a Principal at Behavioral Cents with almost 30 executive years in banking, brokerage and payments in multiple countries.

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