Financial Innovator Jennifer Openshaw




1 financial innovator

1.1 financial institution
1.2 tv shows/ radio
1.3 author
1.4 professor @ nyu





financial innovator
financial institution

while completing business school, moved private sector, serving first in bank of america’s investment management group , joining wilshire associates, worked closely ceo & founder, dennis tito. @ wilshire, advocated turn wilshire 5000 index, true barometer of market, real-time index. struck partnership cnbc use in daily programming.


in 1999, left wilshire start women’s financial network (wfn) in silicon valley. went ceo of cbs marketwatch larry kramer fund business. begin 15-year+ partnership openshaw became regular columnist on finance , tech. amid crash of “dot-com” bubble, sold wfn siebert financial (nyse:sieb), led legendary muriel siebert. remained there vice chair while working microsoft money, product advisor , national educator , spokesperson “realize potential” financial education campaign women.


in 2002, met jp morgan ceo jamie dimon after sending him letter. served senior vice president, working on innovations, solutions latino community, , partnerships.


in 2004, started family financial network, deliver consumer financial software, tools , new model of low-cost financial planning. consumer products, made free public, endorsed dr. phil.


in 2014, selected second executive director of 60-year-old financial women’s association. part of efforts modernize , boost membership, implemented student program, developed digital education, , conducted first research , advocacy efforts.


in 2015, became partner @ mercer, global consulting firm, evolve when women thrive research platform , lead efforts @ world economic forum in davos.


tv shows/ radio

openshaw has served as:


1998-“money expert” cbs-tv, los angeles


2000 – financial columnist cbs marketwatch, dow jones’ marketwatch


2002 – appeared on oprah


2005- author, what’s net worth? (perseus), turned television show hosted


2006 – named aol’s family financial editor


2007 – millionaire zone (hyperion)


2005 - host of abc radio’s “winning advice jennifer openshaw”


finance expert on cnbc, cnn, bloomberg, abc, cbs, nbc, morning america, nightly news, today show, cbs show


author

2001-what’s net worth?(perseus)


2004-the free quick & easy budget kit – endorsed dr. phil.


2007-the millionaire zone: 7 winning steps seven-figure fortune


2014-the socially savvy advisor: compliant social media financial industry (wiley)


professor @ nyu

taught personal finance @ graduate school of engineering.








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