Panel Discussion: Success Stories from Women in Finance

About this session

Join us for an enlightening panel discussion featuring successful women in financial services as they share their personal journeys, challenges, and triumphs in navigating the finance industry. Despite strides towards gender equality, the financial sector remains predominantly male-dominated. Our esteemed panelists will offer valuable insights into their career paths, the obstacles they've overcome, and the opportunities available for women in financial leadership roles. This event promises to be an engaging and empowering discussion for anyone interested in finance, leadership, and breaking barriers in the industry.

Andrea K. Freedman, CFP®, Financial Advisor
Jillian Nel, CFP®, CDFA®, CDAA, Director of Financial Planning for Inscription Capital
Shabana Nathoo, CFP®, CDFA®, Principal at Navigo Wealth
Sara Tirschwell, CFA, CVA, Chief Financial Officer of Intrepid Global Solutions
Madeline Y. Sprague, CTP, Owner and Operator of TradeSavvy LLC

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Friday, May 31, 2024
12:00 PM CT
Live Webinar
Andrea K. Freedman, Jillian Nel, Shabana Nathoo, Sara Tirschwell, Madeline Y. Sprague

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Panelists

Andrea Freedman

Andrea Freedman, CFP®, is an experienced financial advisor with 30+ years of expertise, specializing in retirement and education planning, asset allocation, investment selection, and risk tolerance analysis. She holds several licenses, including FINRA Series 7, 63, 65, and 31, and serves as the Academic Co-Director for the CFP program at Rice, where she has taught for 13+ years.

Jillian Nel

Jillian Nel, CFP®, CDFA®, CDAA, is the director of financial planning for Inscription Capital, providing comprehensive financial planning, divorce planning, and risk management services. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Divorce Financial Analyst (CDFA), and a Certified Digital Asset Advisor (CDAA). Jillian teaches Retirement Planning & Employee Benefits and is the Academic Co-Director for Rice's CFP program.

Shabana Nathoo

Shabana Nathoo, CFP®, CDFA®, is a Principal at Navigo with 18+ years of experience in financial planning and investment management. She holds a degree in finance and marketing from the University of Houston and is a Certified Divorce Financial Analyst (CDFA®) and a Certified Financial Planner (CFP®). Shabana collaborates with family law attorneys and individuals navigating divorce, offering tailored financial insights. She also teaches within Rice's CFP program.

Sara Tirschwell

Sara Tirschwell, CFA, CVA, is the Chief Financial Officer of Intrepid Global Solutions, a Black Diamond Capital Management portfolio company. With 30+ years of experience in distressed finance, Sara has successfully invested in, restructured, and turned around distressed companies. Sara holds an Economics degree from Rice University and teaches in Rice's CFA program.

Madeline Sprague

Madeline Sprague, CTP, has 40+ years of banking experience in global trade and international business. She owns and operates TradeSavvy LLC, providing education and consulting services related to global trade, treasury, credit, and risk management. Madeline is a Certified Treasury Professional and an instructor for the CTP course at Rice.

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