Bellaria Jimenez

Speaker Profile

Bellaria Jimenez

Bellaria Jimenez

President at MassMutual Tri State

I began my financial services career with a Wall Street firm in December 1995. During my tenure, I evolved from Registered Representative, to Mentor, to Assistant Manager before further developing my management career by joining MassMutual (formerly MetLife) in 2002 as Agency Director. I also earned a distinguished level of importance and knowledge by becoming a professional CERTIFIED FINANCIAL PLANNER™.

Since 1995, I have been working with women and the Latino community providing education about the importance of financial planning. At MassMutual, I am impressed with the support and initiatives offered to advisors in educating and attracting clients from different backgrounds. Their philosophy was in line with my personal vision. The other factors in my decision included the company’s developmental opportunities for women in management, I now know I made the right decision in my career.

My passion has been to attract, train and develop women and Hispanic advisors to help them reach their full potential. As a result of all the positive feedback I received from these initiatives, I established an organization for women professionals called Women of Wealth (WOW) when I transferred to New Jersey. Which has now evolved to Women in Financial Services, WOW became a study group and valuable resource for female financial planners.

I have been awarded multiple Management Awards. Some of these prestigious awards include the 2005 Hispanic Corporate Achiever of the Year 2014, Top 50 Business Women in NJ, and the 2016 Prominent Woman award. I am a member of the Junior Achievement of New Jersey, The Board of NJ NAIFA, NJ FPA, as well as the Silberman College Board of Advisors, (FDU) Fairleigh Dickinson University. I am high regarded for my work in the Latino Community. As a result of my dedication and commitment to Financial Literacy Initiatives in the City of Elizabeth, NJ, I had the distinguished honor of ringing the opening bell on Wall Street in April 2010.

 

Sessions At LAMP

General Session

When: Monday March 23, 2020
Time: 9:30 am – 11:30 am
Where: TBD

Talk on Teams

Deep Dive Session

When: Monday March 23, 2020
Time: 2:45 pm – 4:00 pm
Where: TBD