We Talk Careers

Is “multitasking” truly efficient? Does it leave you feeling unfocused and anxious? In this episode, we’re talking with Namita Tated about how “multitasking” is often just rapidly changing tasks and more time consuming than time saving.   Namita Tated is a Portfolio Associate at Build Asset Management in East Seattle, where she oversees Fund Accounting, Financial Reporting, and Performance Measure...

Do you know your “why”? Have you wondered how to look at career transitions through the lens of your motivations?  In this episode, we’re talking with Cathy Clay about how knowing your “why” provides the motivation and confidence to navigate career transitions and learn more about yourself and others.  Catherine Clay is Executive Vice President, Head of Global Derivatives at Cboe Global Markets. C...

Change can often feel daunting when navigating career transitions, but it can also be the beginning of great opportunities.  In this episode, Kristine Delano and Koel Ghosh talk about the importance of embracing change and discovering fulfilling paths beyond conventional definitions of success.  Koel Ghosh is a Senior Growth Advisor at Eminence Strategy Consulting, specializing in reputation manag...

Have you ever felt the pressure to fit into a certain mold, only to realize that true success comes from embracing your authentic self?  In this episode, we’re talking with Ramiro Higuera about how embracing openness and curiosity fuels authenticity in professional and personal environments.  Ramiro Higuera is a Vice President and Regional Consultant for State Street Global Advisors SPDR, overseei...

Transformative Mindset Don't miss this one! Wow. How can the 'Why me?' mindset be dangerous, and what is the transformative power of adopting a positive mindset? In this episode we’re going off script with Shana Orczyk Sissel as she shares her intensely personal journey through the last year and how she has navigated it.  Shana Orczyk Sissel, CEO of Banríon Capital Management, specializes in alter...

Prepare to be Brave   Where do you find your bravery when there isn’t an opportunity to prepare?  In this episode we’re talking to Kelly Orr about preparing to be business brave and when to use that bravery to graciously decline.  Kelly Orr is a sales executive in Vanguard Financial Advisor Services. She supports Vanguard’s Registered Investment Advisor (RIA) Division in Eastern Massachusetts, New...

How do you give yourself permission to change? What are the essential steps for building a successful foundation? In this episode we’re talking to Camille Clemons about what it takes to “Make it Happen”. Camille Clemons, a Market Leader at Cohen & Co, brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firm’s nationally recognized tea...

Have you ever wanted to step into something new in your career? Make a big change? Have you let fear hold you back? In this episode we’re talking to Michelle Shanley about stepping into change and saying yes to fear. As Global Head of Strategic and Key Accounts, Michelle Shanley leads a global team of senior account managers for MSCI. Prior to her current role, she served as Head of Americas Strat...

When do you seize the opportunity and make the move? What should you consider before you take the leap? How do you adjust to the changes that come?  In this episode we’re talking to Lee Turner-Conn about what to consider when making a big career move. Lee is Head of Americas for the Index Investments Group at FTSE Russell which is part of the London Stock Exchange. Lee has over 20 years’ experienc...

Show notes: Impact of Women in ETFs Are you involved? Have you hesitated to lean into Women in ETFs or another professional organization? Our amazing guests articulate why you should act now. Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to n...

Show notes: Work Life Balance How do successful people balance work and life?    Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they find balance and sometimes how they embrace the crazy.    Featured on this episode: Kelly Orr, RIA Sales Executive, Vanguard Rebecca Sin, Se...

Show notes: Networking with Intention When is networking organic, and when should you prepare? What steps can you take to assure success?   Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conferenc...

How do you self-promote without boast? Find mentors without bother?  Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees (plase excuse some audio glitches). We heard about the role that mentors have played in their careers, as well as the importance of self-promoting with confidence.  Do you hear your name...

What does it mean to be the Global Head of Capital Markets? We have Janel Jackson and Anita Rausch here to tell us. Anita Rausch is a Senior Vice President and Global Head of ETF Capital Markets, managing the liquidity and trading education of AB’s suite of exchange-traded funds (ETFs). Before joining the firm in 2022, she was head of Capital Markets for WisdomTree, a global ETF-only asset manager...

Today, we are speaking to leaders who can both geek out on data and translate the big picture of our economy. They are the Head of Research. From strategic planning to market analysis to industry trends, how do their roles guide the creation and management of ETFs?  We have Matt Dines and Carol Spain with us today.  Carol Spain is a Managing Director and Head of Credit Research for Schwab Asset Ma...

Compliance professionals play a vital role in maintaining the integrity and transparency of the ETF industry. Now, that may sound a bit dry, but I assure you, throughout my career, compliance departments have been filled with some of the most dynamic and interesting professionals at the firm. Today, we are joined by Amy Shelton and Melanie Zimdars. Amy Shelton is Senior Vice President and Chief Co...

What are the skills and strengths needed to create a customer base for ETFs? What does it take to know when to pivot and how to do it well? We have Michelle DeWitt and Michael Natale with us for this episode to share their insight into the world of ETF Marketing. Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management’s presence in th...

Today we are diving into the bones of Exchange-Traded Funds. Without them we’d have no form and nothing to offer investors. Who are these essential minds? ETF Analysts are scientists, detectives, and reporters all rolled up into the span of a single trading session. We have two fantastic guests to give us a peek at what they do. Anu Ganti and Rachel Liang are joining us for today’s episode. Anu R....

Today, we’re talking about Business Intelligence. As the world of finance, investing, and ETFs gets more complex and nuanced, we need more data-driven insights that can support business decisions. Today we are joined by Montanna Saltsman and Brie Williams. Montanna Saltsman is a Director, Investment Analysis, Active ETFs at Fidelity Investments where she supports all aspects of Fidelity’s ETF busi...

Today is our 50th episode of WE Talk Careers! We are continuing our dive into Wall Street careers and into the very heart of Exchange-Traded Funds. What does it mean to be a product manager? We are joined by Sandra Testani and Greg Trinks to help us explore this role. In her role as Head of ETF Product and Strategy, Sandra Testani drives strategic product initiatives to launch new products and ove...

As we've been tackling different Wall Street careers, today we are focusing on the highly sought after and complex Sales and Distribution roles. We are joined by April Reppy Suydam and Inga Rachwald.  April Reppy Suydam is Head of Latin America Distribution at First Trust Portfolios. April has over a decade of experience in the financial services industry and spent half of her career supporting Va...

On today’s episode, we are talking about the quintessential role of Portfolio Manager. They oversee the management and performance of a fund. What does it take to be successful and how do you get tapped for the role? Today we have Linda Klingman and Shana Sissel joining us. Linda Klingman is a Managing Director and Head of Money Market Strategies for Schwab Asset Management. She leads the portfoli...

We are diving into Wall Street careers, specifically in the exciting space of Exchange-Traded Funds. Today, we are starting at the top. What is it to be the Head of ETFs? How do you oversee all the aspects of your firm’s fund business and what does it take to get there and be successful? We have Greg Friedman and Leah Wald with us today. Leah Wald is the CEO at Valkyrie Investments, bridging the g...

We are kicking off a new season of We Talk Careers Podcast. We're diving into Wall Street careers, specifically in the exciting space of Exchange-Traded Funds. We’ve seen unprecedented growth and innovation and we are excited to unveil the careers that make that happen.  Today we have Mo Sparks and Robert Jaeger joining us.  Mo Sparks leads the New York Stock Exchange’s strategic initiatives and r...

In this episode we’re talking about your Sustainable Career with Lauren Smart.  How do you keep thriving in your career, year after year?  Lauren Smart is the Chief Commercial Officer of S&P GLOBAL Sustainable1. Over the last 20 years, she has been a key figure in the ESG market and is a respected industry speaker at events such as the World Economic Forum in Davos. Lauren is passionate about...