Home Sociology The socially savvy advisor
About the Author
A nationally known leader in wealth management and consumer advocacy, Jennifer Openshaw has observed first-hand how technology is rapidly changing the financial industry. She has advised Fortune 500 firms, including Microsoft, on technology, social media, and communications, and writes a column on consumer investing and tech tools for Dow Jones' Market Watch and the LinkedIn Influencer program. She was named among the 25 Rising Stars of the Internet for her work as founder and CEO of Women's Financial Network, a pioneer in serving women investors online, and later sold the business to Wall Street legend Muriel Siebert. Jennifer started her career in the California State Treasurer's Office and has also held top positions at Bank of America, Wilshire Associates, and BankOne before serving as an executive of several consumer and wealth advisor social media platforms. Jennifer has appeared on Oprah, Dr. Phil, CNN, and Fox. She speaks nationwide to financial services companies, universities, and government agencies and also chairs Consumer Action's Corporate Advisory Board. Jennifer's previous book, The Millionaire Zone (Hyperion), is based on research about how the wealthy use their social networks to achieve financial success. Jennifer lives in Connecticut with her husband and two daughters. Follow her on Twitter at @jopenshaw and on LinkedIn at LinkedIn/in/jenopenshaw.
About the Contributors
Stuart Fross is a partner at Foley & Lardner. He specializes in securities laws and regulations, with special expertise in social media, investment managers, and pooled investment vehicles. He previously served as general counsel and senior vice president for Strategic Initiatives with Fidelity Management Sc Research Company as well as general counsel for Fidelity International, where he oversaw compliance in Europe, Asia, and Bermuda. Mr. Fross is the co-author of several books and articles, including The Uneasy Chaperone (Management Practice) and “Alternative Investment Fund Managers Directive – The Registered Investment Advisers Implementation Checklist” (The Investment Lawyer).
Author, speaker, and entrepreneur Amy Mcllwain is president and founder of Financial Social Media, a full-service social media management and digital marketing agency specific to the financial service space. With over 15 years' experience in interactive media, Amy has appeared on FOX, CBS, ABC, and NBC affiliates as a social media expert and delivers keynote presentations to financial service organizations around the world. She is a regular contributor to Investment News and in 2014 was named by LifeHealthPro as one of the 24 Most Creative People in Insurance. Amy can be reached on Twitter at @amymcilwain.
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