Op-Ed: How Military Service Prepared Me for Corporate Life

Proud veteran corporate careerIn advance of Memorial Day, we are sharing an inspiring story written by a proud veteran.

By Stephanie Toomey-Johnson, Wells Fargo Commercial Banking Relationship Manager

An essential part of my life that has shaped me and my career is that I am a proud veteran who had the honor of serving our country. My grandfathers, father, uncles, and older brother also served. Growing up, I admired their sense of duty and courage, but I remember thinking my life plans would focus on academics and athletics instead.

My immediate family was small — just me and my older brother Tommy. Because we were so close in age, I was always right behind him, following in his footsteps to match his achievements and make him proud. On his 17th birthday he went into the delayed entry program, leaving for bootcamp the day after he graduated high school. As my brother entered the fleet Marine force, I began my senior year of high school.

September 11th happened not long after and I sat paralyzed in front of the TV. I was shocked at the images, unable to understand how this could happen while wondering what this would mean for my brother.

After graduating, I immediately enlisted. Three days later, I was being yelled at by drill instructors. I didn’t know exactly how, but I sensed things would be both challenging and ultimately rewarding.

I started my Marine Corps career with the rank of Private and an occupational specialty as field radio operator. I completed three deployments, with two in Iraq. On the heels of my last deployment, I decided it was time to leave the Marine Corps and focus on my growing family.

I married an Army infantryman, so you can imagine our house is occasionally divided. My husband has been instrumental in my personal and professional growth, and we have three children who amaze us and make us proud. I believe that military children have their own resilient traits, and I am humbled to have strong and determined children. Our approach to parenting stems from lessons learned while serving, and we teach them to adapt, overcome obstacles, and make the very best of things whenever they can.

Recently my eight-year-old daughter heard I was preparing to deliver a Veteran Reflection speech and said, “Mommy, write this down: it takes a lot of team spirit to be in the military.” It was so adorable coming from my aspiring athlete, but when she walked away, I realized she was right.

I speak from firsthand experience in confirming that the U.S. military has team spirit equal to any other organization. Our bonds start with an oath, are forged through adversity, and become branded in the fabric of who we are and how we function. The military trains and teaches us not to work as individuals, but as a unit. The military takes any weakness, selfishness, distraction, and fear, and turns those things into a disciplined, fortified, and most importantly, a unified front.

The military instilled in me the confidence to think critically and become a confident decision-maker. It also gave me a sense of camaraderie and purpose.

It was bittersweet for me to leave active duty, and it was a culture shock transitioning back into the civilian world. I had doubts, and I wondered if I could be as good at a career in civilian life.

Years later, I’m happy to report that I see myself both as a successful Marine and a strong working professional and leader. I grew to learn there is something on the other side of service, and importantly that service prepares us for almost every possible obstacle, challenge, or bend in road.

My skills and background from the Marines translated well into corporate life. I learned skills like problem solving, being a team player, and being quick on your feet are valued in Corporate America. We are trained to believe in ourselves and believe in broader missions. That also translates to my current role at Wells Fargo.

Wells Fargo found me through their Veteran Hiring program. They recognized my skill set and quickly made me feel like an integral part of the team. Their core values aligned with mine.

I am currently a Commercial Banking Relationship Manager, which means I am an advocate for our clients and an agent for the company. The work I do is challenging and rewarding. I have used my experience to connect with veteran-led and veteran-owned businesses. Additionally, with the support of my team and senior leadership, we have hosted veteran-focused events and made strides expanding our client base to be more inclusive of the veteran community. I am proud of the leadership role I have played in helping us make tangible progress.

I will always be an advocate for the veteran community, both internally and externally. I am grateful for the opportunity to do what I do every day in a place that recognized my unique skill set and respected the experience I could bring to the organization.

There is no question that the military altered the trajectory of my life. It helped inspire a girl from Duval County in Jacksonville, Florida, who was fueled by the admiration she felt for her now late brother. Today, I am filled with immense gratitude for my time served. It helped mold me into a strong, confident, successful professional. I proudly wear many hats as a veteran, wife, mother, sister, and now business leader who gets to serve Wells Fargo clients with pride. Thank you, Semper Fidelis.

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Anar Patel: Director, Portfolio Construction, PGIM Investments

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Anar Patel“You’re the marketing team behind your own personal brand, and sometimes, that means creating opportunities for yourself that didn’t exist before,” says Anar Patel.

Patel exudes a strong sense of purpose, confidently pursuing her aspirations to be a strong female leader that empowers other women to seize opportunities for professional growth. Since joining PGIM a decade ago, her proactive approach and clear communication of her interests have fueled her advancement. Reflecting on her journey, she credits her self-advocacy and growth mindset for her “organic transition” from one role to the next.

“In every role, I continued to stay focused, do great work, think about what my next move was and communicate the career trajectory that I wanted. You have to advocate for yourself. You’re the marketing team behind your own personal brand, and sometimes, that means creating opportunities for yourself that didn’t exist before.”

Now, as a director in Portfolio Construction, Patel is excited to continue building on her investment experience in managing multi-asset and model portfolios. She speaks to why she is passionate about working in finance, lessons learned from pivotal moments and what she values in leadership.

The Impact of Financial Planning

Patel credits her father for her tenacity and passion for working in the financial industry. Shortly after her parents immigrated to the U.S., her older brother was diagnosed with a severe form of epilepsy, and her father had to pivot from studying for his master’s in chemistry to focusing on caring for his family. He found a way to provide for his family while also making sure to put something aside as an investment for the future.

“The most tangible thing I learned from my father outside of sacrificing and working hard was the importance of saving and investing and how life changing it can be. Thoughtful financial planning provided him with the means necessary to take control of his future.”

Watching her father diligently invest so he could achieve his goals of financial security inspired Patel to provide those opportunities for others. She is enthusiastic about the potential of technology and other tools that make investing more accessible.

“With today’s technological advancements and the increase in availability of different investment vehicles, I think it’s important to democratize investing – to make sure everyone has the information and ability to financially plan for the future. Accessibility and knowledge are empowering more and more people to take control of their financial futures like he did. People can get access to top investment managers, like PGIM, in ways that they couldn’t before.”

2020 – A Pivotal Year

Patel went through her own pivotal moment of personal and professional growth at the onset of Covid in 2020, experiencing the loss of her grandmother, while transitioning into a new role at work, taking a full load of courses in her executive MBA program and planning her wedding.

She reflects, “It was a lot of balancing, and I came out of the experience with a newfound confidence. I learned the depth of my own resilience, adaptability and tenacity, as I had to adjust with all these changes and roll with the punches.”

This tumultuous period also gave her perspective on where she wanted to devote her energy.

“I began to prioritize what was important to me versus what I thought was expected of me. When I started to do that, it freed up a lot of space to focus on my goals and the things that were making me happy.”

Patel admits she is someone who strives for perfection and likes to be in control. However, her experiences in 2020 made her realize that she needed to relinquish some control and share the mental load she was carrying while juggling work and other priorities. That meant working out new routines and responsibilities at home with her fiancée.

“I think we’re seeing a lot of momentum and progress on this already, with society stepping away from traditional gender norms in the household and both partners contributing in a more balanced way. It improves the trajectory for women to assume leadership roles when there’s equality in both the workplace and the household.”

Value of Network Building

Patel’s growing confidence enabled her to create opportunities for herself, not just by being vocal about her aspirations, but also by continuing to build her network. She emphasizes the importance of being proactive and getting out there.

“I sign up for everything – lunch and learns, volunteer events, networking circles. It helps to meet different people – some of whom you might not have the opportunity to meet or interact with given your role.” Patel notes that being connected to a variety of people is a value-add, particularly in getting comfortable walking into different spaces.

During her Executive MBA program at Columbia, Patel enjoyed the opportunity to extend that network beyond her workplace – meeting people from all different industries and walks of life. The program also provided a space to explore ideas and practice presenting them, bolstering her confidence outside the classroom.

“When you feel psychologically safe in an environment, you’re empowered and comfortable testing new ideas, bouncing them off your colleagues, making it easier to scale them for different situations and audiences… You don’t feel as nervous raising your hand.”

The Leader She Aspires to Become

It is hard to envision Patel being nervous, radiating the confidence and self-awareness that people seek in potential leaders. Unsurprisingly, she is clear about what she values in a leader and the type of leader she aims to become. She says emotional intelligence, effective communication and investing in team growth help lay the foundation for a strong leader.

In terms of emotional intelligence, Patel explains, “It’s about understanding how different people work, what motivates them and leveraging their strengths to drive progress.”

Communication is key to understanding people, particularly in creating positive interactions where they feel heard and engaged. “When you know how people prefer to receive information, it really moves things forward. Communicating in ways that resonate with your colleagues and stakeholders can help build and strengthen relationships,” Patel says.

Patel credits part of her professional growth to leaders who were invested in her development. She hopes to be the kind of leader that advocates for others’ growth, recognizing that creating a strong culture of learning that is full of advancement opportunities can motivate employees to bring their best selves to work – and positively impact the company and its bottom line.

She also strives to be the type of leader who makes a positive impact through Diversity, Equity and Inclusion (DEI) initiatives, recently leading the rollout of PGIM’s Inclusive Leadership training to PGIM Investments. Although she believes the industry has made a lot of progress in DEI, she emphasizes the need to keep powering forward.

“It goes beyond getting different voices into a room. Now, it’s about amplifying them and ensuring they’re heard. This may mean waiting for others to speak first or encouraging those more introverted to voice their opinions, since everyone has valuable ideas to contribute to the discussion.”

Pursuing Her Bucket List

As invested in her personal growth as she is in her professional growth, Patel recently made her first solo trip abroad to Malaga, Spain.

“It was on my bucket list to travel by myself, something I really wanted to experience. During the past few years, I realized my strength, resiliency and everything I am capable of, which gave me the courage to book my ticket.”

Patel also enjoys traveling with her husband, most recently going on a safari in South Africa earlier this year. Additionally, she loves to read, host game nights and play with her chocolate Labrador, Bailey.

By Jessica Robaire

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Mandy Wan: Managing Director, Head of Markets, Co-Head of CIB APAC, Wells Fargo

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Mandy Wan“You have to put in dedication and hard work to be successful. There are no short cuts,” says Mandy Wan. “Stay true to your core principles and advancement will follow. Be open-minded to embracing new opportunities and giving them your best effort.”

Wan shares how she values learning from diverse experiences, her insights on setting the right culture in a team, and what it means to be a leader who “walks the talk.”

Finding the Right Fit on the Trading Floor

Wan learned from an early age the value of hard work and determination in pursuing her dreams. Growing up in Hong Kong as the eldest child of parents who were refugees of the Chinese Cultural Revolution, Wan took care of her younger brothers and worked after school and during summer breaks to help contribute to the family. Recognizing that to build the life she wanted, she needed to find the right job to support it, Wan attended business school with a focus on accounting.

Although Wan ultimately found accounting wasn’t for her, she remained motivated to work in an environment where she could learn and meet people from different backgrounds and explore other countries. She found what she was looking for on the trading floor.

“During my final year of school, I secured a part-time role at UBS where I worked on the trading floor. It became clear to me that this was where I wanted to be. The environment is incredibly diverse, with people from many different cultures, and the fast-paced, dynamic nature of the job presents new challenges every day, making it exciting.”

Directing her energy and enthusiasm to every opportunity, Wan successfully moved up through UBS, having the chance to travel around the world to market Asian financial products. She relished these experiences as they broadened her horizons, giving her a window into how other people communicate and make investment decisions. Now as the Managing Director, Head of Markets, and Co-Head of CIB APAC at Wells Fargo, Wan channels her tenacity and drive into leading Wells Fargo’s APAC Markets business.

Shaping the Business from the Ground Up

Wan’s entrepreneurial spirit shines through when she describes her passion for leading the Wells Fargo Markets business in APAC.

“I have a full mandate to manage the client franchise in Asia. The opportunity is thrilling as it allows me to envision and shape the business we aim to create from the ground up. I love that aspect because I get to continually learn and be challenged by it.”

In addition, Wan points to the people she works with as integral to what makes her feel deeply committed in her role. She highlights the advantage of being able to recruit those who share that drive when you are in the position of starting anew.

“I always feel more energized when there are people around me who share the same passion.” She continues, “When you build a business, you have the opportunity to assemble the team, and you want to look for someone who is entrepreneurial and energetic and has the passion to enhance the business. When you get the chance to pick a team like that, people feel invested in the sense of ‘we get to do this together.’”

Setting the Right Culture

Another advantage of leading the process of developing a business and team is being able to shape the culture from the beginning. For Wan that means, “a culture of doing the right thing, of running the business, and doing what’s right for the customer and the company. The customer values partnership a lot more and are looking for a trusted party to help them really talk about how we can help them become financially successful.”

Setting an ethos of integrity not only aligns with what customers want, but it is also what members of the team want. As Wan reflects, “employees these days desire to work for a company with aligned aspirations, where they can develop personal achievements. They’re looking for meaningful goals that matter to them, and they want to work alongside people they respect and can learn from, and this particularly applies to recruiting and retaining young talent.”

As setting the right culture recruits, retains and motivates the team, it ultimately is good for business.

“A positive culture can lead to favorable P&L outcomes, as well as financial success and satisfied customers.”

Being a Leader who “Walks the Talk”

In thinking about how she creates the right culture for the business and her team, Wan points to effective communication and recognizing that you have to “walk the talk” as a leader.

“I give very candid feedback, but constructively. The team also needs to feel comfortable to embrace candor with each other in a respectful way.”

She highlights that, “this industry is all about people and the number one thing about working with people is communication. I always urge people to reflect on and improve their communication style.”

As Wan sets the tone for communication by being respectful, but constructive in her interactions, she also is purposeful in how she shows up as a leader, in some cases quite literally.

“The most important thing is that you yourself have to walk the talk. For example, after Covid, a lot of people wanted to work from home. But if you want the team to be in the office, you have to show up. You are demonstrating to them, ‘I’m here and this is why we are here: we need to talk to each other, we need to communicate, because we are on the trading floor’.”

Another example of how Wan models her expectations of others is in how she supports her team’s development.

“If you want people to really take care of junior talent on the floor, you must start with yourself. Consider how you would invest time and mentor your team members. Eventually, everyone will observe your behavior and realize that they should follow suit.”

Be Present in Everything That You Do

Wan relocated to Singapore from Hong Kong last year. Although this wasn’t the first time Wan lived in Singapore, it was the first time she made the move as a mother of three young boys. Getting a family settled while leading the APAC hub made for a busy year and Wan reflects that at times when it’s hard to find work-life balance, she puts extra effort in organizing her schedule, focusing on staying present, and engaging in doing what she committed that time to do.

“Multitasking is a myth. You have to stay focused on what you’re doing in the time that you assigned for it, and then you will find that you are a lot more efficient, therefore improving the quality of time you spend with your family and outside of work.”

Wan also prioritizes wellness and staying active and loves to connect with her kids through sports. As a family they ski, snowboard, and play golf together. She extends this passion for wellness to her work. She is a strong supporter of wellbeing and employee engagement initiatives across the region as a way to engage with her colleagues, devote time to their wellbeing, and give back to the community. Wan is the Executive Sponsor for the Diversity, Equity and Inclusion council in APAC and leads with authenticity and a style that is evident both in the office and in her recreational pursuits.

“Focusing on building the right culture is important for the entire firm. That’s why it is important for me to walk the talk and show up.”

By Jessica Robaire

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Developing as a Leader – How to Use a Coach for Best Results!

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leadership coachCoaching can change your leadership abilities; it can literally make you a better version of yourself as an executive and a person- it can yield tangible results as well as provide support and a thought partnership. Getting a coach is also the fastest way to help you to advance because coaching offers a personalized and tailored approach to your leadership development. Unlike training programs, coaching focuses on each individual leaders’ unique strengths, challenges, and goals. Through one-on-one sessions, coaches help leaders identify areas for improvement and create actionable plans for growth that align with their specific leadership style and aspirations.

Are You Ready for a Coach?

Some leaders come to coaching with very specific goals or outcomes that they want to achieve. A good coach can help with furthering your objectives and goals by evoking your highest thinking around how to figure out the exact pathways to get there. Coaches can also help you to sanity check your goals, to help refine and define and sometimes tweak the goals. It can be daunting to specifically articulate your desired future state to work towards so gaining clarity in goal setting is very much part of the process as it is through deep conversations with a coach, executives can identify their strengths, values, and areas for growth. This clarity enables you to set ambitious, yet achievable career objectives aligned with your long-term vision. Previous articles here on theglasshammer.com have addressed transformative ways to improve your professional life and specifically coaching is recommended as the fastest, most effective way to not only grow, but get tangible results. Evidence based research shows that coaching female leaders still reaps massive benefits for the coachee and the organization at large; I believe coaching men in conjunction with organizational development of structures, systems and behaviors is the most effective way to ensure the effects of coaching women are amplified.

What Does Coaching Help all Executives and Leaders do Better Exactly?

1. Develop Self-Awareness and Emotional Intelligence:

Effective leadership begins with self-awareness and emotional intelligence. It has been claimed via research that women demonstrate more EQ naturally then men, but honestly, I believe everyone regardless of gender has a varying amount of self-regulation which is formed over their entire life experience and arguably yes some amount is intrinsic. Coaches work with leaders to deepen their understanding of their own emotions, behaviors, and impact on others and by enhancing self-awareness, leaders can better manage their emotions, build stronger relationships, and make more informed decisions.

It is obvious then that improved communication skills enable leaders to build trust, motivate others, and foster collaboration within their organizations. As leaders become more self-assured and adaptable, they can lead with greater personal conviction and inspire confidence in their teams. A very specific extra skill you should look for in a coach is the ability to help you clear any hidden competing commitments that are lurking in your subconscious preventing you from doing the actions you need to do to actually obtain your goals. It is removing any “immunity to change” that will make the more elusive goals that perhaps you have struggled with for a while, become reachable because we address our inner critic and pour cold water on paradigms that we have been holding for a long time on the “way it is”. Most of us have hidden fears, or even a sense of shame or lack of worthiness and this can be addressed with the right coach who knows how to use a mix of developmental and cognitive theory together to remove any constructs that cause psychological barriers to success. Leadership can be challenging, often requiring confidence to navigate uncertainties and setbacks.

2. Be Better at Strategic Thinking and Decision-Making

Coaching cultivates strategic thinking and decision-making skills among leaders. Coaches encourage leaders to think critically, analyze complex situations, and anticipate future challenges trends. Through guided reflection and exploration, leaders gain the ability to make well-informed decisions that drive individual, team, and ultimately organizational success. Navigating the systemic issues that belong to the company around ways of working is really fundamental. A coach with a background in organizational psychology can enable you to parse what is your development versus what belongs to the organization and the company’s own work for development can feel like a burden is lifted from you and you can focus on what is truly your own work to do.

3. Get Comfortable with your Leadership Style

Coaching encourages leaders to adopt empowering leadership styles that foster growth and development within their teams. Coaches assist leaders in delegating effectively, empowering team members, and nurturing talent. Flexing style is also a key component to being a leader and a coach can privately help any leader learn how to lead in various ways as most of us have a preferred style when it comes to communication, thinking, doing, and even learning. Leadership development through coaching promotes a mindset of continuous learning and adaptability. We know that female leaders walk a fine line in style, especially when gender issues are present (most companies!).  Sometimes it is a matter of flexing a communication style and other times it is truly about changing your entire lens on the world to move into a learner mindset and change the questions you ask.

Coaches encourage leaders to seek feedback, embrace new challenges, and embrace lifelong learning. This commitment to growth enables leaders to stay agile and responsive in dynamic business environments.

4. Have Deeper Alignment with Organizational Goals

Coaching is aligned with organizational goals and priorities. Coaches work collaboratively with leaders to ensure that their development efforts support the organization’s vision, values, and strategic objectives. By cultivating leadership skills that directly contribute to organizational success, coaching becomes an integral part of driving performance and achieving results. Team coaching is also an increasingly popular way to connect a senior management team to the culture, strategy and to what is happening in the trenches of their own teams and those of their peers. The “Five Dysfunctions of a Team” by Pat Lencioni is a great way to approach team performance challenges as it all starts with trust!

Coaching plays a vital role in developing a pipeline of future leaders within organizations. By investing in coaching for current leaders, organizations groom high-potential individuals for future leadership roles.

Get Started with Executive Coaching Today!

To embark on a transformative leadership journey, consider engaging with a professional coach like Nicki Gilmour, Founder of theglasshammer.com. With a background in social-organizational psychology and a team of experienced associates, Nicki offers tailored coaching programs designed to accelerate career growth and leadership development.

For a comprehensive coaching experience over 6 sessions spanning 12-18 months, book an exploratory session with Nicki or one of her endorsed coaches. Take the first step towards realizing your leadership potential and achieving unprecedented success in your career. Click here for a complimentary 1st mini session (30 minutes long chemistry and goal setting meeting). * Cost of 6 full sessions (a pack) is $2999 or 10 sessions for $4799 – sessions are 90 minutes long. Or bring us in to work with your team – we design and deliver offsites and programs! Check out testimonials on LinkedIn.

By Nicki Gilmour, Founder and CEO of theglasshammer.com

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