OBJECTIVE

  • Unbiased and unaffiliated

  • No conflicts of interest

  • Do not market, sell, or receive compensation from other products or services

ENGAGING

  • Consistently high speaker ratings

  • Able to fluidly combine education and entertainment

EXPERIENCED

  • 9 years teaching personal finance at Harvard

  • 5 years teaching at Columbia/Wharton

  • Academic expertise on financial literacy best practices

KNOWLEDGEABLE

  • Forbes Personal Finance Contributing Writer

  • Key Note Speaker

  • Harvard MBA