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Special Event:
How to Hire Yourself

January 21, 2004
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This Wednesday’s 9am General Meeting will be hosted by:
PSG Member Jim Duff – Information System Director.

The Guest Speakers will be going on first this week, so be sure to arrive on time to get a seat!

James (Jim) DeRosa is the Division Manager of Waddell & Reed’s expert Financial Planning team in Morristown and responsible for operations for northern NJ and NYC. (See his bio below).

Jim Mullin, Certified Financial Planner with Waddell & Reed in Morristown, has been certified since 1997. Before Waddell & Reed he spent 13 years on Wall Street with Citibank handling municipals, derivatives and hedge funds so investments are his strong suit. He has an MBA from Rutgers and BA from Columbia. Waddell & Reed is one of the largest and oldest financial planning companies in the United States.

The two Jim’s will be presenting: Surviving Career Transitions - Smart use of Retirement Funds! Thanks to the advances in Computer Technology and Financial Products and Services, new strategies are available to help the transitioning employee use their pension and retirement funds to help them weather that transition yet keep their retirement plan intact. We will discuss some of the new "Toys" Financial Planners have available to help folks make it to Financial Independence despite the "bumps in the road" along the way!

 

James DeRosa

Chartered Financial Consultant
Waddell & Reed, Inc.
55 Madison Avenue
Morristown, New Jersey 07960
973-644-2277

Jim, born in New York City, grew up on Wall Street as a "runner" at the age of 14 and spent every spare hour there until he left to fly jets for the US Air Force.

On his return to civilian life, he returned to the financial world and has had the honor to work with some of the best Financial Experts throughout the world. He is responsible for startup financial companies in Spain, Korea, Italy, Japan and Taiwan.

He is currently the Division Manager of Waddell & Reed’ expert Financial Planning team in Morristown and responsible for operations for northern NJ and NYC.

Waddell & Reed is one of the largest and oldest financial planning companies in the United States.

As one of the senior partners of the firm he has the privilege to work with experts like Jim Mullin, CFP, and their great clients!

 
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Last updated:  February 20, 2004