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Experts
Ana Munro Senior Vice President, Financial Advisor
Ana Munro has a balanced 16-year career in the financial industry and is currently a Senior Vice President at Morgan Stanley. Her approach to wealth management merges the traditional value of grit with proactive modern ideas. Ana views her true role as a people connector by giving personalized attention to her clients, who become like family. Ana elevates her client experience by assembling the right team and Morgan Stanley resources as she strives for better results and exceptional service.
Ana is a champion of women’s leadership and empowerment. Following her passion, she has earned a seat on the Board of Directors at Women Enabled Enterprises. She is also a founding member at Chief, a private organization for women executive leaders. Additionally, Ana is a member of Morgan Stanley’s Diversity and Inclusion Council and a mentor to young professionals.
Ana earned a bachelor's degree in finance, graduating summa cum laude, and an M.B.A. with concentration in Finance from Florida Gulf Coast University. She is also a Certified Financial Planner™️ Professional, adhering to one of the financial industry’s most stringent codes of ethics. In addition, Ana has completed Level I of the CFA®️ Program in 2019. In 2020, Ana received the BISA (Bank Insurance and Securities Association) Rising Star award for her outstanding and inclusive work ethic. In 2023, Ana has received the distinguished Five Star Wealth Manager award*. Given her background and experience, Ana has been a guest in many podcasts and has been the keynote speaker in multiple events on various wealth planning subjects.
As a strong supporter of financial literacy, one of Ana’s favorite quotes is “An investment in knowledge pays the best interest" by Benjamin Franklin. Ana is active in 8 organizations that promote education. She also provides pro-bono financial planning to less fortunate individuals. Additionally, Ana has been recognized as African Women’s Rights Advocate by Women Enabled Enterprises.
Hosts
Carol Winfrey Chief Growth Officer
Carol Winfrey is a strategy and marketing leader with deep experience developing and implementing corporate strategies and marketing programs in B2B and B2C environments. She is passionate about taking an idea from concept through execution and solving big unstructured problems, particularly in mid-market and growth-stage companies. She also brings experience in platform company/rollups in the B2B world.
Carol has broad marketing and business development expertise, including strategic planning, brand strategy, data analytics, managing external agencies and internal resources, traditional and digital experience, business development, CRM, and a track record of building value.
About this event
If you are contemplating an exit from your business, there are a multitude of personal, business, tax, estate, and financial factors involved in making this important decision. Planning ahead with the help of your professional advisors is essential for mitigating risk, enhancing business value, and ensuring that the exit can help you achieve your most important goals.
Join Ana Munro for an informative Salon where you’ll learn: -The importance of proactive planning -A disciplined process for exit planning -The value of having a team of trusted advisors on your side
Tue, Oct 31 @ 9:00am PT (0.75 hrs)
VIRTUAL (Join us remotely! RSVP for link)
Invite Only
Salon
Upcoming Events
Join us for a Salon or Meetup to get a peek inside our community! Peer Groups and Learning Circles are exclusively for members - log in here
- ALL events
- A Look Inside Athena
- Peer Group
- Salon
- Orientation
A Look Inside Athena
A Look Inside Athena is held monthly for prospect members to come and understand how Athena works. They will learn more about the backstory of Athena, see a tour of our platform, and have the opportunity to discuss more of what they are interested in and ask questions about joining our community.
Salons
Learn about the most pressing topics facing executives today in an intimate, yet casual, virtual setting. Hosted by board directors and leaders from the world's top brands.
Meetups
Gather with Athena members in your area for a casual, in-person Meetup. These are planned by request and hosted by Athena members in various cities. If you're interested in hosting and/or joining a meetup in the future, reach out to the Member Success Team and let them know.
Peer Groups
We have an incredible community of female leaders at Athena and we want to bring you closer together! Join a Peer Group and build a network of peers you can engage with for guidance, lessons learned and insights around a shared interest. Choose a topic that most interests you or drop in and out of multiple peer groups as it suits you best. You’ll find at least one peer group available to join every week. Each live session goes for one hour, no preparation is needed, just show up as you are. We look forward to seeing you there!
Learning Circles
A Learning Circle is an opportunity to connect with a small group of other Athena members in a focused yet casual setting, creating accountability around targeted learning to assist you in achieving your goals. Over the course of 6 sessions, club members will meet every 2 weeks to participate in an organic, peer-led discussion of the session's "chapters" consisting of 1-2 Athena salons which are to be reviewed on your own prior to the group session. When joining, members are committing to completing all 6 sessions.
Guided Networking
Typically led by one of Athena's coaches, networking events provide members an opportunity to meet one another in a smaller intimate and virtual setting.
Partner Events
These are typically in-person events led by Coco and our partnering companies on topics that are relevant to the industry and audience of our business partners.
Workshops
A workshop is an interactive session for members to actively practice something, such as their pitch. These sessions typically involve breakout rooms, member to member feedback and are not recorded.
Orientations
For members new to Athena looking for ways to engage, these bi-weekly orientations led by an Athena Member Success Manager, provide a live tour of Athena, member success insights, and a chance to get questions answered.
Enterprise Events
Athena customizes virtual learning events with expert business leaders tailored to a unique company’s needs. These events cultivate cross-functional community, development, and learning across the partner organization.
Other
Athena listens and we're always adding new event types and opportunities for members to engage. See what new events we are currently offering members.
No Upcoming Events Found.
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