Webinar: Best Practices for Cybersecurity
Learn How to Keep Your Data and Assets Safe
From phishing, to social engineering, to malware, bad actors have more methods than ever for stealing private data and potentially even gaining access to personal assets.
The array of threats today can feel overwhelming, but there are still proven, easy-to-apply best practices that can guard against cyber attacks.
Wealthstream Advisors is offering this webinar to educate you about:
- The most common cyber threats to be aware of today.
- The best ways to protect yourself against cyber attacks.
- Practical tips for securing common vulnerabilities, such as passwords and e-mail.
Speakers
Pamela Turner
Pamela Turner is a Senior Consultant for Charles Schwab & Co., Inc. based in Westlake, TX. Pamela consults with advisors and investment advisory firms to improve their business operations by providing guidance in the areas of process optimization, technology, and cybersecurity. Pamela started her career at TD Ameritrade in 2006 where she assisted retail clients before moving over to the institutional side. Pamela joined the Schwab Business Consulting and Education team after the acquisition. Pamela earned a Bachelor’s Degree of Science in Accounting from the University of North Texas and a Master’s Degree of Accounting and Finance Management from Keller Graduate School. She holds her Series 7 and 63 licenses.
Jared DeSoto
Jared DeSoto is a Senior Technology Consultant for Charles Schwab & Co., Inc. based out of Southern California. He works closely with advisory firms to help them expand their knowledge, streamline their processes, and create efficiencies in the areas of technology, operations, and cybersecurity. Prior to joining TD Ameritrade and Schwab, he worked as a financial advisor helping clients to improve their financial well-being. Jared obtained his B.S. in Business Administration with an emphasis in Management Information Systems from California State University San Marcos.
Aaron Tawil, CFP®
Aaron Tawil joined Wealthstream Advisors, Inc. in 2018 as the Chief Operating Officer and Chief Compliance Officer, with the responsibility of assisting with the oversight of both day-to-day management and administration of regulatory compliance policies and procedures. Aaron is also a member of the leadership team responsible for the development and integration of the firm’s strategy. Aaron has a deep understanding of the advisory business, having worked in financial services his entire career. Based in New York, Aaron earned a Bachelor of Science in business administration from the State University New York College at Oneonta, and an MBA in Finance from St. John’s University.
Michael Kimmel, CFP®
As a Senior Advisor for Wealthstream Advisors, Michael Kimmel focuses on providing holistic financial planning and investment management for his clients. He is the go-to contact for many clients of Wealthstream Advisors, overseeing their portfolios and total financial pictures as they relate to estate, tax, insurance, and retirement planning. He loves getting to know clients and their unique challenges so that he can help find a path around the obstacles they face and discover new ways for them to reach their goals. Mike is a proud University of Michigan alumni who has been living in NYC since 2006.