We Talk Careers

Do you trust your intuition? What happens when career paths diminish or diverge? What can the snooze button tell you?  In this episode, we’re talking about identifying and understanding your moment—those times when your perspective changes and your career pivots, right along with it.   Randi Roberts is an Executive Career-Life Coach. After more than 30 years in Pharmaceuticals and working with man...

How often do you feel like no one is listening? We don’t want that. We’re talking about getting your particular message out to the right people at the right time and then being able to gauge the success.  In this episode we’re talking about global communication with Karrie Meehan.   Karrie Meehan is a vice president of Enterprise HR Communications at Fidelity Investments. She leads a global team r...

How do you index your career? We know index-based investing can be more efficient, easier to access, and can help you maintain an edge. But how do those principles apply to your career and why would you want them to?  In this episode we’re talking about how to index your career with Joy Yang.   Joy Yang is the Head of Index Product Management and Marketing at MarketVector Indexes. Joy has more tha...

You’ve heard about work/life balance; but what about work/life teams? Creating a team is essential to help navigate your work/life balance. Learn how to set goals and roles for the team, but be prepared, because over time everything will change for everyone.   In this episode, we’re talking about creating work life teams with Bobbi Ivanova.  Bobbi Ivanova is a managing director and investment stra...

We’ve talked about the importance of building a trusted community; do you have one? How do you have conversations to cultivate a career-impacting community?  In this episode we’re talking about the power of 100 conversations with Amrita Nandakumar.  Amrita Nandakumar is the President of Vident. She oversees the sub-advisory business, as well as sales and marketing firm-wide. In 2013, Amrita joined...

Have you wondered how to build your expertise and advance your career? Do you want to get ahead and stand out? It’s not enough to simply follow the crowd. Table stakes are showing up and hard work.  In this episode we’re talking about the importance of building an expertise with Kim Tilley. Kim is a Director and Portfolio Manager on the Dynamic Portfolio Solutions platform and oversees Lazard’s ET...

Have you dreamed of starting up your own thing? Have you wondered about how to take the first steps into Entrepreneurship? Spoiler alert: it’s before you think you’re ready.  In this episode we’re talking about becoming an opportunistic entrepreneur with Kathryn Schwartz. She is the founder of Pawleys Investment Advisors. She holds a Master’s Certificate in Six Sigma Process Improvement from Villa...

Show notes:  Impact Mentoring How do you assure that your mentoring relationships have an impact? Not just feel good moments, but truly propel and challenge your career. In this episode we talk Impact mentoring with Jill Mavro and Kelly McKenna. Jill Mavro is an Independent Fund Trustee for BNY Mellon ETF Trust and a Transactions Strategist to CapW Global. Jill worked at State Street for 23 years....

How can vulnerability empower our relationships? To be transformed, it takes showing our weaknesses and building up our resiliency. Hard to do in a mentoring relationship unless trust is built and maintained. In this episode with Jami Farr and Marissa Solomon, we are talking about creating transformation through our mentoring relationships. Marissa Solomon is a senior vice president of business de...

What happens when our mentoring relationships span competing firms? As we grow and mature in our careers, which mentoring relationships do we want to evolve with us? In this episode we are talking about competition and the role of mentoring with Holly Framsted and Priya Panse. Holly was a previous guest on We Talk Careers. She spoke about creating a strength-based career. Don’t miss it! Holly is t...

Do you have an advisory board? Why would you need one? Do the people you lean on know the role they have in your career and life? Should they? In this episode, we are talking about Mutual Mentoring with Alisa and Jillian. Alisa Maute is the Executive Vice President of Growth Solutions at LPL Financial. Previously, she served as Head of Strategic Partnerships at WisdomTree. Alisa has been married f...

Brought to you from the stage of the 2023 Exchange Conference at the Fontainebleau , we are kicking off a season exploring successful mentoring relationships. What does it look like to be authentic? How being open and intentional can introduce you to new ways of being successful.  Jennica Ross is the Head of US ETF Sales and Portfolio Trading at Susquehanna International Group (SIG) , one of the l...

What does it take to build teams that span careers and create revenue?  The first guys we’ve ever had on the show break it down for us. Chris Hempstead is a Managing Director and Head of ETF and AP Portfolio Rebalance Trading at Mirae Asset Securities. Dave LaValle is a Senior Managing Director and Global Head of ETFs at Grayscale Investments, the world’s largest digital currency asset manager. Bo...

Do you know the 7 Success Strategies that people learn in the first 7 years of life? Do you have them? Does your mentor? Dr. L. Carol Scott introduces emotionally safe mentoring. Dr. Scott is a trauma-informed developmental psychologist, TEDx speaker, coach, and #1 International Best-Selling author. She brings us the SASS—Self-Aware Success Strategies to help us get along better on the adult playg...

What’s up with intellectual curiosity? Is it the special sauce you’ve been missing in your career? Emily Meyer discusses how it is driven success in her career and how it can change yours. Emily Meyer a Vice President and Senior Relationship Manager on the Strategic Partnerships team at Northern Trust Asset Management. She is responsible for the firms’ relationships with bank trust institutions ac...

What does opportunity look like? How do you envision the path before you? Andrea Murray discusses why it is essential for companies to attract diversity from the top. Andrea Murray is Head of Business Development at Blackwater Search & Advisory based in London. Andrea relocated from Washington, D.C. in 2019 where she was the Senior Relationship Manager and ETF Specialist at ProShares . Her 20-year...

The world of presenting has changed. Have you noticed? There’s often a camera in front of your face instead of live, three-dimensional audiences. How do you assure you are engaging and effective in the virtual space? Hint: Put your camera an arm's distance away and speak as if to one person. For more than 20 years, Marsha Redmon has taught executives and others how to have a more powerful presence...

Often advancement in this industry requires moving firms and reinventing the next version of yourself and your capabilities. How can you stay where you are and cultivate a career? Kelsey Mowrey is President of Motley Fool Asset Management. She is responsible for the firm’s strategic growth, ensuring operational excellence, and serving as an advocate for their Funds’ shareholders. Kelsey was able t...

When is faking it useful and when can it land you on your backside? There are always times when a bit of tenacity and optimism can go a long way. Can you practice ‘faking it’ and why would you want to? Alexandra Levis is CEO and Founder Arro Financial Communications. She is responsible for new business development, client services, and agency growth. Prior to establishing the agency, she developed...

We work hard for our careers and yet we can undermine our own success by not consistently showing up. How can we assure we are bringing everything we’ve got to our careers and our families – and not disappoint ourselves and others? Elisabeth Kashner, CFA, serves as Director of Global Funds Research at FactSet.  Elisabeth manages FactSet’s Funds Analytics, providing classifications, ratings, and an...

How do you take the right amount of career risk?  nd in what ways can you balance risk and reward? Britta Achmann is the Chief Risk Officer at Flow Traders. She is a member of their Management Board and leads the Risk, Compliance, Operations and Legal departments. Kristine Delano and Britta discuss how both action and inaction can introduce risk in your career and how to excavate your career to mi...

Have you dreamed of getting in front of the camera and sharing your insights? Or are you simply interested in what it takes to be successful in the media? Mona Naqvi is the Global Head of ESG Capital Markets Strategy at S&P Global. Mona was awarded the 2021 Index Leader of the Year Award by Women in Asset Management. Kristine Delano and Mona discuss media. What does it take to find your voice and...

Should you walk away? But your impact is you stayed. How do we assure when we look back on our careers that swallowed so much of our time, our energy, and our life that we had a positive impact? As Chief Investment Officer of Kestra Investment Management, Kara Murphy provides investment expertise and support for financial professionals. Prior to joining Kestra, Kara served as Chief Investment Offi...

What can happen to your relationships, your career yourself when you actually listen? Bella Oung is the Head of Digital Marketing at Innovator Capital Management.  She leads all digital marketing initiatives and external partners relationships. Previously, Bella was the Global Head of the ETF Digital / Capital Markets Channel Marketing for Invesco PowerShares, where she oversaw the online roadmap...

How do address difficult topics with challenging people in the workplace? Rebecca Sin is an ETF Analyst at Bloomberg in Hong Kong. She recently won the Bloomberg Intelligence 2021 Award for her ETF research. She was previously the Head of Equities, Asia Pacific at Tradeweb and Head of Commerzbank ETF Sales and Trading for Asia Pacific. She enjoys educating clients and driving the growth of the bus...