Red Root orchestrates a variety of  events for small businesses in North Jersey. Events are an important way to bring new customers to your business and raise your brand awareness. Note: not all events listed are run by Red Root.

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Women and Wealth: Free Seminar with Carolyn Simon of BNY Mellon

  • The Fine Grind 101 Newark Pompton Turnpike Little Falls, NJ, 07424 United States (map)

Learn how to manage your wealth, be independent and know where you stand with your finances!

Carolyn is a Wealth Director for BNY Mellon Wealth Management. In this role, she is responsible for new business
development in the Tri-State region, and works with individuals and families to identify how BNY Mellon Wealth Management’s
investment and wealth management capabilities can help them reach their overall financial goals.  

Carolyn joined the firm in 2014 and has more than 20 years of experience in the investment and financial services industry. 
Previously, she was a Senior Relationship Manager, Vice President of PNC Wealth Management. Prior to that, Carolyn was a
Portfolio Manager with US Trust and Citibank Global Asset Management where she managed portfolios for high net-worth
individuals and families and institutions.

Carolyn received a bachelor’s degree from George Washington University, and received her MBA from New York University – 
Stern School of Business.  She is a member of the Financial Women’s Association, and serves on two boards in her
community.  She has two children, and has resided in Short Hills for the last 15 years.

Earlier Event: November 10
North Jersey Woman Expo
Later Event: November 20
Women and Wealth: Free Seminar