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The Financial Symposium
December 1, 2001

 

Financial Symposium 2001
    The Cotsakos College of Business 
cordially invites you to attend the annual 
Financial Symposium, to be held at William
Paterson University on Saturday, 

December 1, 2001, 9:00 a.m. to 12:30 p.m.

    The Symposium features speakers from 
the financial arena, including participants 
from Merrill  Lynch, the Bank of Tokyo, 
ABN AMRO Securities, and many others. 
We encourage you to attend and enjoy 
listening to experts in the field discuss
contemporary financial issues.

    Admission is free and complimentary 
breakfast is provided.  All are welcome; 
we hope to see you at the Symposium.

Schedule

9:00-9:30 a.m. Atrium
Registration, Breakfast, Opening Remarks

9:30-11:30 a.m. Rooms TBA
Financial Presentations

11:45-12:30 a.m. Atrium Auditorium

    Plenary Session:
    Mr. Richard Hagerty, Merrill Lynch

 


Richard Hagerty, Merrill Lynch
    Richard Hagerty, financial consultant and certified financial manager with Merrill Lynch, oversees a team that manages money for individual families, and small to midsize businesses that want to benefit from goal-oriented financial planning.

    His team designs and implements customized financial plans that take into consideration clients' investment needs, ability or willingness to assume risk, current and future tax liabilities, and other considerations that impact on potential investment opportunities.

    Prior to joining Merrill Lynch, Mr. Hagerty was the director of the Catalog Division for Bergdorf Goodman in New York City.  He received his B.S. in computer science from Shippensburg University and also holds an M.B.A. in finance from Villanova University.  He is a member of several organizations, including Big Brother/Big Sister of Monmouth County (Board of Trustees), MODC,  SCAN (Board of Directors) and Beta Gamma Sigma Honorary Business Society.

    Richard resides in Monmouth County with his wife Lisa and four year old son, Brian.

    Space is limited, so please confirm your reservation as soon as possible.  Please contact:
Dr. Jess Boronico, Dean, Cotsakos College of Business
William Paterson University, 973.720.2964

    We look forward to seeing you on December 1.

Directions to the University
The University is close to the intersection of Ratzer Road and Hamburg Turnpike in Wayne, New Jersey, minutes from Routes 23, 46 and 80 and is easily accessible to the  Garden State Parkway, Routes 4, 17, 208 and 287.
For more detailed directions, please call 973.720.3500, or visit our website at: http://ww2.wpunj.edu/aboutus/directions.cfm


 
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