Archive | January 2017

Critical thinking.

Community Empowerment through teaching Critical Thinking. #ufsc

Urban Financial Services Coalition

To ensure the full and equitable participation of people of color at all levels in the financial services industry.

To be the pre-eminent financial services organization that provides professional development programs, supports educational advancement and promotes economic empowerment for its members and minority communities at large.

National Financial Briefing March 19 – 21, 2017

Do you have good contacts INSIDE the below organizations? Get them set up now! They can be VERY useful to you as a professional because YOUR decisions are only as good as your information!
RSVP now to attend the Urban Financial Services Coalition African American Briefing for Financial Professionals March 19 – 21, 2017!
American Bankers Association
Bank of New York Mellon
Booz Allen Hamilton
Center for Responsible Lending
Certified Financial Planner Board
Congressional Black Caucus
Consumer Finance Protection Bureau
Federal Deposit Insurance Corporation
Federal Reserve Board
Financial Services Roundtable
Georgetown University
Howard University
Marsh & McClennan Companies
Merrill Lynch
Morgan State University
National Association of Real Estate Brokers
National Association of Black MBA’s
National Association of Securities Professionals
New York Life Insurance Company
Office of the Comptroller of the Currency
Operation Hope
Republican National Party
Securities and Exchange Commission
Securities Industry and Financial Markets Association
Vancouver BC Board of Trade
US Congress
US Department of Commerce
US Department of Minority Business Development
US Department of Health and Human Services
Wells Fargo Bank
White House

Executives from these organizations and many more have been in the room at previous UFSC AABFP. When is the last time you invested in YOURSELF?


“This briefing was fun, exciting and informative… In the mean time, I am on information overload which is great to share with my community.” Bank Executive – California

” I’m so glad I came. The information and the networking was much needed.” City Senior Economic Program Manager California
“UFSC produces outcomes, contacts and information that are not done anywhere else.” Vice President Corporate Financial Analysis – Northeast
“This is great that you do this program. This is a tough business and practitioners need to hear what is really required to succeed.” Managing Director – Financial Advisor Association – Mid Atlantic
“This was a great briefing series… Congratulations to UFSC for this important contribution to our continuous improvement of the Financial Services Industry.” – Director – international financial services advisory firm Mid Atlantic
“It was so encouraging to see professional Finance people get together and have deep conversations.” Federal Reserve Bank executive Mid West.
“I was very happy hear information that I don’t get at work. This will help me to understand my supervisors job better so that I can be more supportive to her and my clients.”

-Financial Advisor Mid Atlantic

UFSC Vision
To ensure the full and equitable participation of people of color at all levels in the financial services industry.
UFSC Mission
To be the pre-eminent financial services organization that provides

professional development programs, supports educational advancement and promotes economic empowerment for its members and minority communities

at large.

National Association of Black MBAs, National Association of Black Accountants, National u of 100 Black Women, 100 Black men, National Medical Society, National Bar Association, US Black Chamber of Commerce, Hispanic Chamber of Commerce, American Bankers Association, Financial Planning Association, CFA (Chartered Financial Analyst Associates), NESBY, Urban League, NAACP, Operation Hope, , ALPFA, BDPA, National Sales Network, NOBLE, Blacks in Government, National Association of Black Journalists, Federal Reserve Bank, Illinois Department of Financial & Professional Regulation, Chicago Board of Trade, Discover Financial Services, US Bank, Bank of America, Wells Fargo Bank, AON Insurance, Morningstar, Ariel Investments, Northern Trust, BMO Harris Bank, The Commercial Club of Chicago, City Club of Chicago, Comerica, Citibank, State Farm, Chicago Exchange, Prudential, JP Morgan Chase, Fifth Third, GE Financial, HSBC, Mastercard Worldwide, FDIC, SEC, OCC, NCUA, OMWI, emerging market, Illinois Department of Insurance, US Treasury, Currency trade, Securities markets, Insurance, Investment Banking, credit card services, mortgage, deposit and checking accounts, accounting, information technology, government relations, transaction services, crowd funding, non bank, hedge funds, networking, career, employment, training, volunteer, community service, financial literacy, empowerment, survey, talent, recruit, business, sales, service, youth mentoring, mentoring, african american, nareb.

Community Empowerment

Flashback- Mr. Ernest Clark -Broker, Mr. Brian Ripley, Esq. and Walter Brown Jr leading a Financial Literacy workshop at Allen Temple Baptist Church – Oakland CA for Urban Financial Services Coalition.
Mr. Ernest Clark is giving “context” in a beautiful way…


Mr. John Lee Hooker RIP

Fabulous man to do business with as well… I approved a mortgage loan for Mr. Hooker back when.#wblendingsolutions


… 5x …

…5x… a unique thread of alignment …
I am looking at Mr. Trumps’ Social Media invitation right now. Everyone is invited for his January 20 Inauguration.
-BTW- To my main point, I had the privilege of attending Mr. Obamas first inauguration as guest of my partner, The Honorable Karen Bass. She granted me one of the elite “Platinum tickets”. We sat right behind the US Senate (see pics) next to folks like Magic Johnson, Steven Spielberg, Leonardo DiCaprio, Honorable Willie Brown and others.
* I asked one of the Capitol Police Officers that day: “How are things going with the event today?” This blonde haired fellow carrying a shotgun said to me, “Well, I have worked the last five inaugurations and we think we have more people here today than we had at THE LAST FIVE COMBINED. And this crowd has been THE EASIEST ONE to work with”. It looked to me like a unique, special thread went through the entire multitude in attendance. …5X…
I for one, will be interested to hear the reports on Mr. Trumps inaugural crowd, it will be a further indicator to me of who we have now in the White House…


Financial industry statistics perspectives- Age Demographics Stats, Retail Business Trends, Online Business Trends, etc.
Statistics references data research




My personal opinion:Steve, you got played… you could have handled this so many different ways. For example:

If you had to attend a meeting with Mr. Trump, why didn’t you bring a couple of EXPERTS with you? (i.e. – Melody Hobson, Oprah Winfrey, Denzel Washington, Chris Gardner, Dr. Boyce Watkins, etc.)

You are an Expert Entertainer, not a financier. You have GIVEN Mr. Trump a easy PHOTO OP with a person who was harmless to him- you. You got played like The Ministers and Kanye. Let’s talk to each other. #wblendingsolutions wblendingsolutions


Please share. California opportunity. Salary $97k to $154k.#ufsc