Lunch and Learn CLE
Alyssa Rakovich, Pension Plan Consultant, Accredited Investment Fiduciary, and Director of Strategic Partnerships – Wealth Management at The Estate Registry. Alyssa has a deep background in financial services exceeding twenty years working with high-net-worth families and business owners worldwide and supervising advisors and staff involving over $15 billion in client assets. Having spent 17 years at Smith Barney turned Morgan Stanley at wire house firms in both production and management, Alyssa maintains her registrations with NAMCOA®, (Naples Asset Management Co, LLC®) and maintains the AIF® (Accredited Investment Fiduciary®) and PPC® (Pension Plan Consultant) designations.
Ravi Rao, SAP-certified Innovation and Knowledge Advisor, and Director of Strategic Partnerships – Legal Services at The Estate Registry. Ravi has worked for over 20 years at technology firms, ranging from global enterprise business systems to practice-specific toolsets. His expertise includes solution strategy and delivery of technology to more than 10,000 attorneys for the purposes of driving business models, efficiencies and improving client service, bringing enterprise-grade practice management solutions to the AMLAW200 for the purposes of digital transformation and modernization of the legal IT landscape.