September 1, 2015
Upcoming Client Event - cyber security
We're hosting our next Client Event on the subject of Cyber Security and Cyber Fraud on Monday, October 19th from 6:30PM - 8PM.
We're pleased to have William R. (Bill) French from Fidelity Investments be our Speaker. Jarod has heard Bill speak about this topic at Fidelity conferences and he's an engaging speaker and an expert on cyber security risks. As you'll see in Bill's bio below, he's a terrific resource for us to learn about the steps Fidelity (and the financial services industry as a whole) takes to safeguard client accounts and give us a first-hand look at the world of cyber security.
Timing - Monday, October 19, 2015
6:30PM - 7PM - Hors d'oeuvres and socializing
7PM - 8PM - Bill's presentation
8PM - 8:15PM - Follow up questions/discussions
RBT Conference Center, which is in our office building (526 Main Street, Acton, MA 01720).
Enter in the front door of our building and go up 1 flight of stairs (or 1 floor on the elevator) to the Center. Or else park around the back of the building and the room is right when you walk in.
If you'd like to attend, please RSVP to Patty Sullivan at firstname.lastname@example.org or at 978-263-7771.
William R. (Bill) French's bio
Mr. French is a Vice President in the Fidelity Customer Protection and Financial Intelligence Group. His responsibilities span all of Fidelity's distribution channels and include fraud investigations, account protection and Anti Money Laundering efforts under the USA Patriot Act. Before assuming his current responsibilities in 2005, Bill spent many years in the Fidelity Risk Oversight Group managing teams focused on directing and developing proactive efforts to identify and mitigate fraud and risk issues. Bill often speaks at national conferences and client events to customers, intermediaries and Family Office practices on cyber fraud threats. He educates employees and managers at all levels of an organization on awareness and best practices in how to detect, prevent and report incidents of fraud or suspicious conduct.
“Knowledgeable, responsive, communicate really well…respectful”
“I have learned a lot from the Sechrest team…they make sure I understand every step of the way”
“Always available to review and adjust strategies”
“Their approach to financial planning is well thought out and well planned”