Amber Woytan
SVP, Co-Head | RIA Series | Portfolio Summits | Connecting Independent RIA Firms to Industry-Leading Events
Updated 7 months ago
13+
Years Experience
19
Roles
20
Skills
2
Education
About
As the Co-Head, SVP of the RIA Series, I specialize in building impactful connections within the independent Registered Investment Advisor (RIA) community. With a passion for fostering growth and collaboration, I lead our recruitment efforts, bringing together thought leaders, innovators, and top talent from RIA firms to engage in our exclusive events. My role centers on curating a roster of distinguished speakers and insightful panelists, alongside recruiting high-caliber attendees committed to advancing their knowledge and network. With extensive experience in event management and speaker recruitment, I strive to create platforms where industry professionals can share expertise, explore growth opportunities, and tackle the challenges shaping the future of financial advisory.
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Experience (19 roles)
Full-time · 1 yr 10 mos
Current2 roles · Nov 2023 - Present
SVP, Co-Head of RIA Events
CurrentAs Co-Head, I’m looking forward to taking the RIA Series to even greater heights—delivering valuable content, fostering connections, and empowering advisors to navigate the evolving financial landscape. Collaborating and overseeing production and sales to streamline the RIA event series while deliv...
SVP
SVP of Audience Development, RIA Series Skills: Attention to Detail · Executing Events · Primary Research · Executive Management · Market Research · Private Equity · Business Relationship Management · Written Communication · Contract Negotiation · Campaigns · Sales Processes · Customer Relationship ...
2 roles · Mar 2023 - Nov 2023
Senior Delegate Development Representative
Skills: Attention to Detail · Executing Events · Primary Research · Executive Management · Market Research · Private Equity · Business Relationship Management · Written Communication · Contract Negotiation · Campaigns · Management · Sales Processes · Customer Relationship Management (CRM) · Team Lea...
Portfolio Manager
Skills: Attention to Detail · Executing Events · Primary Research · Executive Management · Market Research · Private Equity · Business Relationship Management · Written Communication · Contract Negotiation · Campaigns · Sales Processes · Customer Relationship Management (CRM) · Skill Development · I...
Program Manager & Investor Relations- Real Estate
Program Manager and Conference Producer for Institutional Real Estate Forums. -Recruiting high level experts to speak on investment strategy, real estate allocation, risk, global markets, trends, and ESG. -Research and workshopping on relevant trends and topics for panel discussions. -Relationship ...
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Education (2)
Rutgers Business School
2020 - 2022
Horry-Georgetown Technical College
Aug 2010 - Dec 2012
Skills (20)
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