JA Career Speakers Series

Career Cluster: Finance

With Margaux Boles – Audit & Assurance Senior Assistant, Deloitte

With Gerald Chen – Chief Financial Officer, Otter Products

With Jonathan Holmes – Reginal Planning Consultant, Fidelity Investments

With Steve Hoostal – Retired Pastor & Financial Planner

With Brianna Huynh – Risk and Financial Advisory Consultant, Deloitte Consulting

With Sergio Lovato – Regional Director, Investment Management, Charles Schwab

With Monique Napue – Stock Plan Administrator, Charles Schwab

With Amy Richardson – Certified Financial Planner, Charles Schwab

Susan Soifer – Finance System Integration, Boeing

With Kristi Sullivan – CPA & Owner, Sullivan Financial Planning

Our Impact

2022-2023 School Year

Students Reached
Schools Reached
Districts Reached