Tag: Cyber Threats
The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)

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Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day?

Join Jim Kruzan CFP®, CRPC®, as he speaks with Jessica Rice,  Business Information Security Lead at Raymond James, to dive into the intricacies of cybersecurity from a corporate perspective. 

With her expertise in liaising between information technology and the private client group, Jessica sheds light on how investment firms safeguard your personal data and financial assets. 

Follow along to gain insights into the latest cybersecurity threats, how Raymond James proactively combats them, and what you can do to protect yourself going forward.

Jim and Jessica discuss: 

  • Understanding the different types of cyber threats in the financial sector
  • How Raymond James identifies and responds to cybersecurity threats
  • The “Cyber Promise” and Raymond James’ commitment to client security
  • The importance of multifactor authentication and strong passwords
  • Real-life examples of helping clients avoid or reobtain significant financial losses
  • And more!

Resources:

Connect with Jessica Rice:

Connect with Jim Kruzan: 

About Our Guest: 

Jessica serves as the Business Information Security Lead for Raymond James’ Private Client Group. She delivers on firm-wide cybersecurity initiatives to socialize best practices and important cybersecurity content in order to help protect associates, advisors, and their clients from falling victim to cyber-attacks. Jessica also acts as a liaison between Information Security and the Private Client Group, focusing on aiding continuous improvement of the firm’s cybersecurity posture. She holds certifications as both a SANS Security Awareness Professional and in GIAC Critical Security Controls. Jessica graduated from the University of Connecticut School of Business with her bachelor’s degree in Marketing. Hailing from Connecticut, in her free time Jessica enjoys traveling to New England to visit family & friends, and relaxing by the beach.

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Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)

Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)

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The threat of cybercrime and identity theft looms larger than ever, posing a significant risk to individuals’ financial security, especially as they approach retirement.

This week, Jim Kruzan, CFP®, CRPC®, welcomes Jeff Lanza, a retired FBI agent with a wealth of experience in cyber security. Together, they dive into the critical and ever-evolving topic of cybercrime, which has become increasingly significant in our digital world. Jeff shares stories and guides us through identifying cyber threats, advises us on steps to take if we’re targeted by cybercriminals, and provides essential tips for protecting ourselves against cybercrime in our daily lives.

Whether you’re concerned about your digital security or looking to fortify your retirement savings against cyber threats, this is an episode you won’t want to miss.

Jim and Jeff discuss: 

  • The difference between cybercrime and identity theft
  • Types of cybercrime and common scams
  • How to improve your cybersecurity (bank accounts, social media, personal devices, etc.)
  • Advanced frauds fueled by AI and social engineering
  • Challenges faced by law enforcement in tackling cybercrime
  • And more!

Resources:

Connect with Jeff Lanza:

Connect with Jim Kruzan: 

About Our Guest: 

Jeff Lanza was an FBI agent for over 20 years and is a cyber security and identity theft expert. He investigated cybercrime, fraud, organized crime, human trafficking, and terrorism.

Jeff is now described as the “# 1 FBI Agent Keynote Speaker” and has provided hundreds of presentations to financial advisors and their clients on cyber security and identity theft prevention. They have been a great hit with clients! His presentation on body language is similarly a hit with financial advisors and others.

He appears regularly on CNBC’s Closing Bell and Power Lunch, the Fox News Channel, and has appeared on Larry King Live, the Today Show, and Good Morning America. He has lectured at Princeton University and Harvard University. He is the published author of two critically acclaimed books, and he consulted for Oscar-winning movie director Ang Lee. Jeff has presented around the globe and in 49 U.S. States.

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