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Understanding Your Financial Statements

NY Public Library, Business Library (SIBL)

Friday, September 20, 2019 from 12:30 PM to 2:00 PM (EDT)

Understanding Your Financial Statements

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RSVP 3d 15h 24m Free  

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Understanding Your Financial Statements

One very important tool to understanding your brokerage account performance is to carefully review your account statements on a regular basis. Monica Cirillo provides some helpful hints to understand the different components of an account statement. She also introduces a number of publicly-available resources to explore further. Presented by the SIFMA Foundation, as part of Financial Planning Day.  Classroom 1

 

Monica Cirillo is an Executive Director and strategic lead in the Technology Transformation team at Morgan Stanley. She focuses on optimizing the business value delivered through technology by driving greater business and technology collaboration. Monica joined Morgan Stanley in 2015 as head of Business Architecture for Wealth Management, where she drove efforts on process optimization and risk management. Monica helps foster the next generation of technology leaders as part of the Morgan Stanley Women in Technology group and serves as the North America lead for Morgan Stanley Technology Change Makers, a volunteer program that delivers impactful technology solutions to non-profits. Prior to joining Morgan Stanley in 2015, Monica held leadership positions spanning business, technology, and operations across the institutional and private wealth sectors at a number of major financial services firms, including Merrill Lynch, Bank of America and UBS. She enjoys volunteering with philanthropic organizations and programs to increase financial literacy.

 

 

Have questions about Understanding Your Financial Statements? Contact NY Public Library, Business Library (SIBL)

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When & Where


The New York Public Library, Business Library (SIBL)
188 Madison Avenue @ 34th Street
New York, New York 10016

Friday, September 20, 2019 from 12:30 PM to 2:00 PM (EDT)


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NY Public Library, Business Library (SIBL)


The Science, Industry and Business Library (SIBL) is a premier public business library with electronic resources, comprehensive print materials, and services for start-ups and established businesses seeking expansion, and for job seekers from entry to executive levels. Library staff provide roving assistance and consultations. Advisory services are offered on-site by experienced business owners, career coaches, certified financial planners and financial fitness coaches.

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