May 18, 2018
- Managing Director, Generation Next, TD Ameritrade Institutional
When Trinity Wealth Management’s Marjorie Wentz packed her bags and flew out to San Diego from the East Coast for National LINC 2017, little did she know that 20 miles away at Philadelphia’s Temple University, Financial Planning Junior, Kelly Bradley, was doing the same thing.
Marjorie’s plan: Do some networking, hear the latest from TD Ameritrade Institutional leadership, investigate new technology, participate in some breakout sessions….pretty standard conference activities.
Kelly’s plan: Lay the groundwork to score the right internship.