Managing and Completing The Client Puzzle ?

Date: Tuesday, January 7, 2020
Time: 7:15am - 9:00am
Location: Saddleback Hospital Downstairs Boardroom
Speaker: Betty Potalivo

Managing and Completing the Client Puzzle:   Betty Potalivo Advisor, Investor and most recently President Northern Trust thrives on solving the puzzles of business and life by approaching decisions through collaboration with a diverse group of thinkers.
It’s important to embrace creative tension – with diversity in thinking styles and experiences, the creative process becomes a more combative formula (in a good way), where the best ideas rise from a combination of many perspectives.

Betty Potalivo has spent the last 30 years in the financial services industry. The last 18 years as President Northern Trust. Betty had responsibility for 80 highly talented professional included Financial Advisors, CPA’s and Attorney’s. Betty is an innovative thought leader who consolidated and centralized support services, shifted client deliverables from investment management centered to and advanced holistic approach, introduced innovative “Behavior Finance”, all resulting in a culture of integrity, commitment and accountability. Betty is committed to giving back to the community serving on numerous boards including, Orange County United Way, Girl Scout Council of Orange County, A Better LA, Ocean Institute, Founder Orange County Library Society. Betty earned her BS, Business & Finance, Marshall School of Business USC.

 

 

This format will allow for good dialogue between the attendees and speaker.  Please feel free to invite any friend or business associate who could benefit from learning more on this subject. 

 

The Estate Planning Council of South Orange County is a multi-disciplinary team of professionals committed to assisting families to plan for a financially and emotionally secure future.  Our members are dedicated to the education of estate planning; engaging with each other professionally; and empowering our clients to take positive actions regarding their planning needs.

 

See Upcoming Event Calendar