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Mary Kay Kluge Knows When To Make The Right Move

by The Editors on 25 January 2010, 10:06 0 comments , 725 views
Story Topics: Central, Career Development, Client Relationship Skills, Community Outreach, Changing Careers

Date of Last Edit: 4/23/2010


The key to success lies in reinvention. Just ask Mary Kay Kluge. For Kluge, Senior Vice President, Wealth Advisor and Portfolio Manager in Naperville, Il, that’s involved making some gutsy moves—and seizing the opportunity posed by a number of market crises. “The more challenging the market, the more the client needs us,” says Kluge.

Mary Kay’s first jobs out of college involved selling software and consulting services to the financial services i...
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For Gwen Cohen Being A Good Advisor Is Tantamount To Being A Good Person

by The Editors on 19 January 2010, 08:47 0 comments , 633 views
Story Topics: Central, Community Outreach, Networking

Date of Last Edit: 4/13/2010


Gwen Cohen is all about mentorship. For her, a First Vice President, Investment Consultant and Wealth Advisor at Morgan Stanley Smith Barney in Chicago, that means providing guidance both to her advisory clients and a host of young adults—and really knowing how to listen.

Cohen hadn’t planned on becoming a Financial Advisor originally. After receiving an MBA from Northwestern’s Kellogg School of Management, a colleague with the local MBA associ...
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Return To Work Inspiration & Strategy Offered At Career Relaunch Forum

by The Editors on 11 January 2010, 09:31 0 comments , 667 views

Date of Last Edit: 1/11/2010


This past October 30 at Seton Hall University in South Orange, N.J., over 150 people attended the Career Relaunch Forum for mid-career professionals on career break looking to return to work. Morgan Stanley Smith Barney joined several other firms and organizations in sponsoring the event, which was produced by career reentry programming company iRelaunch. iRelaunch was founded by Carol Fishman Cohen (r) and Vivian Steir Rabin (l); co-authors of...
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Gwen Pacarro Has Charted Her Own Course

by The Editors on 04 January 2010, 08:29 1 comment , 926 views
Story Topics: Western, Work-Life Balance, Community Outreach, Networking, Changing Careers

Date of Last Edit: 4/23/2010


Two years ago, Gwen Pacarro entered the ranks of management as Complex Manager in Hawaii for Morgan Stanley Smith Barney. It was a big change for Pacarro, who had been a Financial Advisor for more than 20 years, including nine as a Wealth Advisor. But it’s an experience she’s relished--and a job she’s mastered with characteristic energy and enthusiasm.

Why did you decide to enter the profession?
I worked in management for an airline company for n...
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