Kendra currently chairs the NYC Salesforce.com User Group which boasts over 1600 members and holds quarterly events on CRM adoption and best practices.Kendra joined the NYC Chapter two years ago and immediately jumped in to head the Marketing Committee. She was the Chapter Vice President last year She is a graduate of Columbia University and holds a B.A. in Psychology and American Studies.
Kristin Cavataio, CPA
Kristin E. Cavataio, CPA has been working at Presti & Naegele in 2012. She received her BS degree in Accounting from The Pennsylvania State University and received her MBA in Finance, with Advanced Certifications in both Public Accounting and International Business, from Iona College.Kristin brings client-oriented experience from over ten years working in the service industry in addition to three years working as a billing coordinator for a NYC law firm. She began with Presti & Naegele specializing in corporate, partnership and individual taxation and has now transitioned to a Consultant with the Accounting Technology Department. Kristin is a Certified QuickBooks ProAdvisor. With this knowledge of QuickBooks, Kristin teaches classes to small business owners through SCORE and the Small Business Development Center of New Jersey.
Christina is a financial adviser at Wealth Advisory Group, LLC. She was an ICU RN for 15 years and an advocate for personal wellness. While working through her own personal financial planning goals, she became a passionate advocate for financial wellness and changed careers. She works with individuals & small business owners with their personal and business planning needs. Her services include risk analysis & asset protection with life, disability and long-term care planning along with cash flow management that promotes optimal saving & investment planning strategies to grow wealth.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 FL., New York, NY 10017, 212-541-8800. Securities products / services and advisory services are offered through PAS, a registered broker/dealer and investment adviser. Financial Representative, The Guardian life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Wealth Advisory Group LLC is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC
Petia A. Bradshaw
Marketing & Membership.
Desiree’ was highlighted in a SEI Investments feature entitled “Why Your Firm Needs a Full-Time Marketing Professional” on the significance of marketing in the financial industry to build your brand recognition and to remain a competitive leader. Desiree’ was also interviewed by Candid Career in association with Rutgers University on personal branding, relationship building, and career development. She was also interviewed by NJ.com for the feature “From Rutgers to Wall Street” on her transition from Rutgers University to working on Wall Street today. Most recently, Investment News conducted an interview on women investors for INTV featuring her. Desiree’ is also a regular co-host on Brooklyn Savvy TV and Princeton TV. She hopes to inspire to be the best “you” possible and to empower women to be the future leaders of our generation.
Aysha Saeed is the CEO & Creative Director of AYSHA Inc. a NYC based lifestyle fashion brand. The Collection is infused with Aysha’s passion, experience and sophisticated personal aesthetic. AYSHA features exotic and elegant ready to wear and accessories with a hint of edge, perfect for the woman on the move who is not afraid to take on the world.
Although Aysha's first love has always been fashion, she started her career working for various financial serivce institutions in NYC for 10 years. She decided to give it up and take a risk to pursue her dream. The dream of making Monday her favorite day of the week.Aysha has also appeared on MSNBC, ABC’s Good Morning America and on the Sundance Channel, where she joined the cast of its highly acclaimed fashion reality show, All On The Line featuring Joe Zee, creative director of ELLE Magazine. In addition to being the CEO/Creative Director and ambassador for her brand, Aysha is also a dedicated philanthropist. She supports various foundations such as the Beauty Foundation for Cancer Care and the Human Rights Campaign. In 2015, Aysha established the AY Foundation, a nonprofit organization that aims to educate women in Pakistan, Aysha’s home country.
Known by her clients as “a gifted speaker and a brilliant coach,” Robyn teaches leaders how to connect with people in a way that has lasting impact. Robyn Hatcher is an author and communication expert that believes that we all have the inner power to become dynamic speakers and exceptional communicators. Robyn is author of the Forbes.com top coaching book, Standing Ovation Presentations: Discover Your Unique ActorType & Let It Shine (Motivational Press, 2013). Named by Six Figure Startup as one of 4 Fun Business Books, Standing Ovation Presentations is a practical guide to composing and delivering a presentation with real impact
Robyn has transformed the careers of thousands of business leaders through corporate training, private coaching, and interactive presentations. Fortune 500 companies and brands such as Allstate, Deloitte, Hewlett-Packard, JetBlue, and Merrill Lynch are a few notables on Robyn’s rich list of clientele. Once an extremely shy child (nicknamed “Shy”), Robyn’s personal story of courage and focus is what drives her mission of helping people shine and is why she is described by many as “warm, insightful and authentic.” Prior to founding SpeakEtc, a boutique communications skills consultancy, Robyn worked as a professional actress, appearing on stage in New York City, as well as in television commercials and dramas. She has also provided voiceover talent for radio advertisements and served as a writer for two daytime dramas..
WIFS is committed to our mission to attract, develop, and advance the careers of women in the insurance and financial services industry. Join the NYC Chapter today to gain access to our wonderful member benefits.