Sharon Claffey Kaliouby: VP Strategic Alliances, Learning Pool

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Sharon Claffey KalioubyAs I matured through the corporate world, I saw that many organizations that don’t succeed in L&D are valuing what you know versus what you share,” says Sharon Claffey Kaliouby. “The learning approaches we’re focusing on are a catalyst for change, in creating opportunities to learn collaboratively to facilitate the business goals.”

As a leader in the field of learning and development (L&D), Kaliouby speaks to her life-long love of learning, why paradoxically breaking our educational conditioning is inherent to professional success, and the quandary of the L&D leadership gender gap.

Learning is About Sharing, Not Just Knowing

Named one of the Top 50 Leaders in Learning & Development in 2019 and honored as Learning Professional of the Year in 2018 by The Learning & Performance Institute, Kaliouby is passionate about helping organizations to drive their goals forward by building individual and organization-wide capabilities through education.

“You can spend your entire life doing something that everybody else thinks you should do,” she advises her own daughters. “Or you can do something you totally love and are passionate about, and feel truly alive. That’s the direction you should always go. Stick with your inner gut and don’t let anyone change your mind.”

Kaliouby worked in-house for nearly twenty years before making an intentional move to Learning Pool, a pioneering full-service customized e-learning provider working across a large international client base, from companies to NGOs to higher education.

Kaliouby speaks emphatically about reframing what we value in and how we experience learning: “As we go through our educational system, and almost anywhere in the world, there is one thing that collaboration is usually called: cheating. Collaboration in the school system is called cheating, so we’re educated not to collaborate.”

In academia, success often means not sharing your knowledge but that flips the moment we exit formal education. She notes women are disproportionately represented among top students but not top executives. The early displaced value on autonomous success can also stunt institutional development.

“Innovative organizations are sharing cultures who want employees to share their success and knowledge with other colleagues. You’re not elevated in the organization based on how much more you know than others, but how much you share the knowledge,“ observes Kaliouby.

Learning that Values Your Participation

With Learning Pool, the L&D objectives begin with asking what learning is going to be most directly valuable to the core organizational goals. The strategic approach is that learners not only comprehend the content, but are also involved in their education, with their participation being a factor in the measure of their learning success. Sharing (such as comments in an online forum) becomes weighted by the richness of knowledge the individual holds and shares, rather than their title.

Kaliouby is increasingly motivated by Learning Pool’s Learning Experience Platform (LXP) Stream, which is designed to enable the self-determined learner to find and to access particular courses they need or want for themselves. She points out that the rush to compulsory online education in the past eighteen months widely replicated the classroom rather than customizing education for the positive capabilities of this medium, and this has potentially created resistance to online learning among a whole generation of students. But at the same time, that challenging experience may compel reflection from those students, based on what they truly needed, that compels developments yet to come in the L&D space.

Going Back to Being Human and Being Learners

When it comes to remote working, ‘upskilling’ and ‘reskilling’ are part of the hot themes right now, and with Covid-19, the L&D field has moved towards the human side of business in many ways – such as skilling up on EQ, capacity for empathy and holistic communication skills.

“Some people that were hired as a CEO in 2018 were not equipped to be the chief empathy office of 2020 or 2021. But what’s nice is the human equation is now being valued, as much as learning data analytics in the scientific backgrounds were highly valued,” notes Kaliouby. “We need soft skills now because we’re all in crisis mode, but I hope it’s more than a trend.”

From her perspective, we’re circling back to the 1990’s when family and kids were invited into the office or gatherings. Whereas in the 2000’s, the 9/11 and financial crises put sustained employment into more jeopardy, and it became safer emotionally not to know each other so personally. With Zoom, we’re invited back into witnessing colleagues in their lives outside of work, and this impacts learning too.

“Now, we want learning to be about the whole person. When you’re learning something in your organization, to better the business goals, you also want to be building for yourself too,” says Kaliouby. “You’re building knowledge that’s going to make you a different, more insightful or more aware person, regardless of what the topic is.”

She notes that for the first time, a lot of people have the space and bandwidth to take up guitar or language lessons online, for example, rather than just be entertained. We are in some way becoming learners again, who wish to be effective in all spherical aspects of our lives.

Why Are There Too Few Women Leaders in L&D?

In 2013, Kaliouby became the co-founder of #WomeninLearning, which actively promotes women in learning and leadership – supporting an awareness of gender equality and an environment committed to a more diverse future. Bringing great talent into an industry is not the same as threading that talent up to leadership, and the gender gap at the top of L&D is astounding considering it’s a predominantly female field.

2019 research data showed that while women are coming into the learning field as 2/3 of support roles, and many assume women lead the field, they actually comprise less than 1/3 of senior authority roles at the leadership level. Compared to a male-dominated field like finance, Kaliouby notes, “It’s even worse news because we have more women in the learning sector, and we’re still flipping it: there’s more men than women leaders.”

#WomeninLearning has raised the conversation, even in the context of her own household: “I see my daughter, who is in the workforce, sharing her salary with her friends and speak adamantly that she can’t understand why the guys over there that didn’t do as well in school are making more money. They’re stating, ‘we’re not going to stand for this and we’re not going to stand for diversity of thought not to be valued’.”

Due to a recent company acquisition, Kaliouby has had the opportunity to become more familiar with Higher Education, and finds the approach to managing gender dynamics intriguing: “In Higher Education, the women actively state they don’t care about the title, but they want to earn equal pay. I think in the corporate world, we focused too much on wanting the right title, but if we’re never going to catch up on the salary, that’s to the side.”

Not only does the notion of not having equal room for women in leadership (“space for one”) work against women helping to bring other women up, but Kaliouby notes that the ‘confidence gap’ has a real basis in hiring trends: “Women are hired on their experience not their potential, and men are hired on their potential,” she says. “And that is the biggest disaster in regards to the gender gap in learning.” Women self-select themselves out of applying for a job if they do not have the exact background and this is even more limiting (we can’t get there if we are not even applying for the roles).

She notes that 94% of C-Suite women have all played a sport, and playing sports builds both a grit and resilience, as well as learning what you’re particularly skilled at, and what you’re not.

So she recommends picking up a new sport: “If you pick up something brand-new, you’ll know what it’s like to start and be an entry level person. You’ll know that awkward feeling, the ability not to fully understand your full map, and you might develop another angle of empathy as well.”

A two-time member of the USFA National gold medal women’s sabre fencing team herself, Kaliouby recently began a couple of new sports, including pickle ball. She accredits her athletic background for giving her a perseverance that has served her professional journey.

A Lifelong Appreciation of Self-Development

“I could have been a full-time student forever. That was always my desire, she says. “I do feel like I’m a lifelong learner now.”

When reflecting back on her passion and love for learning, Kaliouby feels the valuing of education in her Irish Catholic family home in Boston imprinted strongly upon her. She witnessed her father get his diploma while employed as a Policeman, and he emphasized to her that the one thing someone can never take away from you is your intelligence. He went on to become a university professor of criminal justice. Though she lost him young, her own passion for learning today carries on his legacy of the drive to realize further capacities and visions that are seeded within oneself.

Both of her daughters, top achievers academically, carried on the family legacy of valuing education and learned Arabic growing up (with mom auditing class with them as well), as their father is Egyptian. In addition to continuing her sports participation with fencing, pickle ball and more, learning sign language is the next personal stretch that Kaliouby has her eyes set on.

By: Aimee Hansen

Learning Pool offers innovative learning platforms not only including the LXP Stream, but also a Learning Management System and a Learning Record Store (LRS) titled Learning Locker (one of the most downloaded LRS’ in the world). Learning Pool also offers off the shelf courseware (as well as custom courses). Kaliouby is most proud of the Corporate Social Responsibility courses made available for ALL at no cost on their website – including courses focused on climate change, mental health, stress, anxiety and the uncomfortable truth of racial inequality.

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Noelle Ramirez: Project Manager, Diversity, Equity & Inclusion, PGIM

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Noelle Ramirez“I bring to the table my lived and learned experience as a woman, a lesbian woman, a Hispanic woman,” says Noelle Ramirez. “The things that kept me quiet in the room before are the things making me speak the loudest in the Diversity, Equity & Inclusion space.”

She speaks to showing up visibly to create belonging, how to expand the diversity of recruitment, and the prerequisite importance of culture.

Being The Representation You Want To See

Given her love for people and their stories, Ramirez chose to study immigration throughout her undergrad at Dartmouth. During recruiting season in college, she never saw herself, as a Puerto Rican woman, in asset management. Literally. The recruiters and classmates on that track did not look like her.

“I didn’t see myself, and the lack of representation was something that I shied away from,” she recalls. “But a lot of my perceptions were really misperceptions. I just did a talent research project at PGIM, where we found there’s a huge perception issue for the wealth and asset management industry felt by not only women, but also Latinx individuals, Hispanic individuals, black individuals: I don’t see myself, so how could I go that route?”

So when Ramirez moved to a focused diversity, equity and inclusion (DEI) role in asset management, she did so with intention.

“I can be the representation that I want to see and make an impact in an industry that needs more people like me,” she says. “Highlighting different voices is something I want to do—you don’t have to be a math major or male or straight in this industry. You can show up, do a good job and succeed. I found there’s some amazing, diverse people in this industry. They’re just not the voices we have traditionally highlighted first.”

Casting A Wider Net for Recruiting

“The most rewarding piece of my work is to create an opportunity and open a door, where traditionally that door may not have existed,” says Ramirez, “to be able to put that spotlight on someone who might not have been seen and say, ‘I see you and there’s space for you here.’”

In the Latinx talent space, Ramirez experienced one of her biggest moments of impact when she and a colleague dared to cast a wider net. They traveled to Hispanic-serving institutions in Florida, well outside of the typical target schools, and met Luisa Maria Machado Artimez, a first generation American who came to the US at the age of 12 from Cuba and served in the US Army for a year before starting college. Ramirez found Luisa to be “one of the most inspiring young women that I’ve ever worked with and probably will ever know.”

Ramirez and her colleague agreed they wanted to find a way to invite Luisa into the industry via an internship at PGIM. She joined the summer program, was a star performer and is returning next year.

“That’s why I do this work. It’s easy to make the case for casting a wider net when you know someone like Luisa has been brought into the organization and succeeded,” she says. That’s when the higher-level support comes and then you can create an entire strategy around that.”

Making the Business Case

“You’re not going to move mountains when it comes to DEI in a month, or even a year. We’re fighting things like systemic racism that have been in place for generations,” she says, “so it’s important to celebrate small wins.”

Ramirez emphasizes being strategic and data-driven in the DEI sphere.

“For some people, it really is showing them exactly what they are missing by not caring about this,” she notes, “creating that story and walking them to that finish line, so they can take the step to make the change in the organization.”

For example, one of her DEI focuses has been on identifying where core Latinx talent is concentrated in the organization, to establish allyship to support that talent in moving towards more leadership positions.

“The Latinx population is becoming the majority minority—this is, the fastest-growing population, a more educated and entrepreneurial population, set to become the majority homeowners in the next 20 years,” she observes. “If the industry doesn’t have a strategy that’s going to capitalize on this talent, we’re completely missing the boat from a business perspective.”

She notes the “three P” factors that are barriers to Latinx recruitment in the industry:

  • Perception: This is not an industry that I see anyone like me in.
  • Talent Pipeline: I don’t even know or understand what asset management is, so how would I choose it?
  • Passion & Purpose: Can I feel good and passionate about wealth creation?

“If we don’t know the barriers to address,” says Ramirez, “then how are we going to work towards them as an industry?”

“Job hunters today are looking for a career that aligns with their values and that they can feel good about – and rightly so, we should feel passionate about purposeful in the work we do every day.”

Ramirez feels there needs to be more emphasis on getting different voices out there to attract a diverse talent pool as well as sharing stories about how companies are doing good and can align with your values, like PGIM’s huge investment in the community of Newark, New Jersey.

Put Culture First and Create an Inclusive Environment

When it comes to advice on making career-related decisions, she tells others: “Culture first. Seek out advice from people that are already there. What has their experience been? Do they feel comfortable? Do they feel like they can bring who they are to the table? If the answer is yes, that’s a good place to start. It takes away a lot of productivity and energy to not be who you are.”

“Go somewhere where you can be yourself. I’m very passionate in my delivery and it’s part of my culture. Making sure I’m in an environment where that doesn’t have to be shut off is important,” she says. “Look for environments that are ready to receive you, because that’s where you’ll be your most productive, innovative, creative and strategic.”

Another core component of Noelle’s team’s work is to create a safe space so that people can comfortably share as little or as much about their own experience as they wish.

“I’m a lesbian. I can talk about my partner every Monday morning. I would say as an industry, we are behind in creating safer spaces where people can be 100% themselves,” she notes. “We have an LGBTQ+ Think Tank at PGIM, which is comprised of Out leaders across the organization, which is thinking of ways to highlight LGBTQ+ voices and to give them a platform to share and educate.”

For me, I made the conscious decision to be out at work, especially when I joined the DEI space, because I felt like there weren’t many out people that I could go to and seek advice from, and I wanted to be that for someone else.”

Of her own intersectional identity, Ramirez notes, “I’m a white passing person and there’s privilege in that. Early on in my career, it was much easier to just blend. But moving into the DEI space, all of the things that made it uncomfortable now instead legitimize me and give me a platform to stand on.”

“How am I going to show up today from my voice?” Ramirez notes it’s a daily struggle. “From your voice to your hair to your clothes to your delivery, these are not necessarily things that are on everyone else’s mind.”

Ramirez is a huge athlete and since her father introduced her two years ago, she’s been obsessed with one the world’s fastest growing sports: pickleball—which combines elements of badminton, table tennis and tennis.

Played by people of all ages, not only has it allowed her to get outdoors daily during the pandemic, but she’s also made close friends with people she would have never otherwise met. Though her partner is more inclined to music than sports, she also often joins Ramirez on the court.

By: Aimee Hansen

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Lindsay Rosner, CFA: Principal at PGIM Fixed Income

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Lindsay Rosner “What’s guided me throughout my career is looking for people who are both happy and genuinely interested in what they’re doing,” says Lindsay Rosner about her career journey. “I want to see that personal happiness factor.”

As a fixed income investor, Rosner can talk about the credit markets all day long, but when it comes to professional development she speaks to investing in yourself. For her that means taking your seat at the table and not being afraid to bring your whole self to work.

During the pandemic, she’s seen more kids, dogs, and spouses than she ever imagined could enter the workplace, but those interactions have helped bring a real human element to business, and for Rosner that’s a step in the right direction.

Insisting on Personal Happiness Factor

While every job has its grunt work – she remembers taking breakfast orders as a Wall Street intern – Rosner looks for work that enlivens her and the people around her.

“I started on Wall Street right out of college. There were some unhappy people,” she recalls. “Fortunately, I worked with quite a few clients who were happy. So, I tried to find myself a job that would prove both professionally challenging and personally satisfying.”

Rosner loves constantly learning, addressing problems, finding solutions and being part of developing and implementing new products.

Recently, she’s animated by exchange traded funds (ETFs) in the fixed income space, allowing access to diversified investments with lower dollar amounts, as well as Environmental Social Governance (ESG) factors and increasingly ESG funds. While governance has always been fundamental to the bottom-up credit analysis conducted by Rosner and her PGIM Fixed Income colleagues, she enjoys being part of the broader ESG conversation which increasingly has shifted to include not only an emphasis on governance, but also social and environmental criteria.

ESG factors are more and more part of the conversations Rosner has with her institutional and retail clients, but also part of the conversations credit analysts are having with Chief Financial Officers and Treasurers because those factors can and do impact the cost of financing.

Investing in Your Value Equation

Early in her career, Rosner was positioned in the equities division of Lehman Brothers as the firm was going under. She found herself in a precarious position that she has not since forgotten and that has informed her decisions.

“Two years out of college on the trading floor means that you are only beginning to understand the markets and risks of positions. You’re deftly quick in putting together the morning meeting packets, have mastered ordering lunch for 40 people and frequently assist senior traders; However, you aren’t in the driver seat yet.” she states. “When Lehman was facing bankruptcy, I saw all the more senior people who I’d been assisting every day interviewing to get their lives figured out, and I quickly learned I needed more marketable skills and a wider network.”

As Barclays purchased Lehman Brothers, Rosner was never out of a job, but realizing she was on her own was a harrowing experience that taught her a valuable lesson: “I will never put myself in a position again where I don’t have the skills. If something happens totally out of your control, you have to be ready.”

Despite many views on the trading floor that a CFA designation was not necessary for a trading role, Rosner attained her CFA as a personal insurance policy and to fortify her credentials. Rosner has since chosen to keep her knowledge and skillset wide, rather than niche.

“Even within your organization, you have to think about the opportunities for specific roles or jobs through the lens of what is best for you,” she says. “For me, I’ve always chosen to pursue roles that are broader.”

Claiming Your Seat at The Table

Rosner emphasizes that you have to actively claim your seat at the table and occupy it with your whole self.

“If you want to be involved in the conversation, you don’t sit in the seat in the back of the conference room,” she asserts. “If there are not more seats, you should pull your chair up to the table and get involved to the appropriate degree.”

Rosner admits she has leaned towards over-preparation in claiming that seat.

“Diversity is not where I’d like it to be in the industry. That’s not only from the gender standpoint. It’s racial diversity as well. I care tremendously to see that change,” says Rosner. “With fewer senior women, I always over-prepare. If that comes across as confidence, I’ve made it look easy. But the fact is, I have a lot to prove.”

But she has also learned to embody her own skin fully.

“You get to a point in your life where you realize you have to be yourself. The path forward isn’t going to happen unless you are,” states Rosner. “That means bringing all of you to the table, not being ashamed to talk about having children, etc. There are times where I will question if the analogy I use, or story I tell, will resonate with the room, but you have to be yourself to be successful.”

Bringing Your Whole Self

“I speak loud. I use my hands. I’m pretty emotive. I have a lot of facial expressions. I bring a little bit of my personal life into my work life, whereas some draw a hard-line,” says Rosner. “I just think, this is the whole me. You need all of it.”

When starting out, she remembers taking training classes for client lunches. “There’s so much importance placed on professionalism, and some of it is so contrived,” she observes. “At the end of the day, these are people too who you’re working with.”

Rosner has long invited back her sense of self-deprecating humor to the office, as part of what helps build connection and relationships, and part of her own professionalism.

“You don’t connect with people when it’s all buttoned up. I love being a storyteller, telling a story and making people laugh,” she says. “We all have those relatable, funny moments and experiences and people will remember those interactions.”

“You’re not always going to connect by talking about a company’s balance sheet. Instead, be vulnerable. Being yourself allows others to be themselves,” she notes. “People value that you remember their kid was going to an important doctor’s appointment and ask what occurred. That’s being real.”

Building Your Village

“I think everybody needs a village. So much is building that village of men and/or women who support you, professionally or personally,” notes Rosner. “It’s all give and take. You have to help somebody in order to get it back.”

While she’s found you can learn from any partnership, Rosner has often benefited the most from the informal mentorships where “often you don’t realize it’s a mentorship until later,” even when the benefit might be tough love.

“Everyone can offer something. There are different times in your career where you’ll need different people so it’s important to keep those contacts,” she notes. “You may not need them for three years, but in a moment you realize that person is the perfect person to give advice on this issue, and you reach out to them.”

On the flip-side, Rosner notes that seeing people who she mentored do well is as rewarding and fulfilling as if it were her own success.

Working From Home

With a three year old and a twenty month old at home, Rosner has enjoyed and needed the flexibility of the remote workplace, whereas the previous expectation was full team presence on the trading floor. The pandemic has put into consideration whether that’s as critical as once believed.

Rosner notes that the remote workspace has brought more recognition and valuing of a perspective that women have always been able to offer.

“Women really have a pulse on what’s going on in the family and the balance sheet of basic consumers in the country,” says Rosner. “You can bring that kind of knowledge to bear, and it’s actually valuable in my work setting now.”


She’s also found the remote workplace means she can be available more easily to chat with others when it comes to mentoring and networking, and even more so with those outside of her organization.

Rosner loves spending time outdoors with her little ones and is enjoying the arrival of spring.

By Aimee Hansen

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Leah Meehan: Enterprise Data Governance, Measurement and Reporting, State Street

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Leah Meehan“The most important thing is to listen to your gut. Whatever it is, the voice in your head, there’s something that just drives you,” says Leah Meehan. “I have zero regrets in life because I’ve made every decision I had to make with the best information I had at the time.”

Meehan also talks about translating between worlds, the most important time you’ll ever invest in, diversifying your personal board of directors and creating balance through a fake commute.

Listening To Your Gut

With a master’s degree in criminal justice from Boston University, Meehan’s path threw a curveball. After about five years of working as a Correctional Program Officer, Meehan knew that civil service was not for her.

She did not resonate with the annual cycle of indiscriminate pay raises for which performance was irrelevant. She was one of four women out of a class of 84, and often had to remind herself that she had earned her place there as a woman, just like everyone. But what leaving really came down to was the undeniable knowing in her gut and heart.

“I started talking about leaving, and people thought it was crazy because the retirement package is so good and the stability and pay are good,” she recalls. “But it was one of those things in my gut that I knew I had to do, no matter, and I’m so glad I did.”

Once she first crossed to the private sector with Fidelity Investments, Meehan was involved in employee background investigations and from there she moved to analyzing behaviors related to money laundering. From there, she eventually moved towards her current focus on data governance, now with State Street.

Translating Between Two Worlds

With data and analytics becoming an even bigger part of our lives, Meehan’s work is moving and expanding, faster than ever.

She loves the ability to reach through the hard evidence of the data to prove or disprove something that the client perceives, sometimes opening up a whole area of insight they had not even considered.

“I’m a visual person and when you visualize data, it’s amazing how that can get across to people in different ways and in different languages. It doesn’t matter if you’re an introvert, an extrovert, a data person or not,” Meehan says. “When you see a visualization you know what that means—there is an art to that.”

To craft a compelling story for her clients with the data, she has to be able to listen closely and bridge the numbers with what is important to them.

“If you’re not gearing your data towards your audience, it can be totally lost on them, or falsely interpreted,” says Meehan. “You have to understand what the client is doing, what’s important to them, what their end goals are, what their process is, how they view success or failure and then you need to interpret that in the data.

“I think my job over the last 15 years has developed to be an interpreter between the technical and the business side,” she continues. “That middle section is where I live.”

Investing In Fostering Connection

Meehan feels that the most valuable mentor-mentee relationships she has developed over the years are those that came together informally, through meeting casually and recognizing a connection.

“I’ve also been lucky throughout my career to have several people sponsor me, and I mean they would go into a room and fight for me—a job, a raise, a promotion, taking on a new project,” she says. ”I’ve been fortunate to have that, and I’ve also worked hard at fostering those relationships.”

Meehan recognizes that with work to do and often pending deadlines, dropping everything to go for a half hour coffee can sometimes feel like time not well spent.

“But to me, it’s the most important time,” she iterates. “If you make those personal connections with people, it will help you down the road, personally and professionally.”

Even now, she finds nothing more rewarding as a manager than watching her team members grow and advance to dreams they have aspired to, no matter where it might take them.

“I encourage that, and to think I had a small part in their progress makes me happy,” reflects Meehan. “When I see my team doing well, spread out over the years at various firms doing what they love, and still coming back to me to let me know how they are or to ask for references, that’s what makes me the most proud.”

Diversifying Her Board of Directors

Meehan is a big believer in cultivating your own personal board of directors—the people that you can call on as advisors from a personal and professional standpoint. Recently, she’s been focusing on bringing in a greater diversity of perspectives to bounce ideas off of.

“I realized the people I go to often are very similar to me, so when I go to them for advice, they’re probably going to give me what I want to hear,” she observes. “So I have one person on my board who has been a friend for a long time, and he tells me ‘how it is’. He does not hold anything back, to the point it sometimes upsets me, but he’s helping me to move ahead; I need more of those people, to diversify my board.”

Creating Balance in Covid Times

Certainly the remote working office has impacted office dynamics, including going from wearing a suit everyday to yoga pants. But the stronger impact for Meehan has been on her work-life balance.

“In the beginning of Covid, we thought we were the lucky ones because all of our friends with kids were really struggling with homeschooling,” says Meehan, speaking for her husband and herself. “But then we went through a period where we worked more online, and our work-life balance got thrown completely off.”

Meehan realized that her friends with children at least had some consistent schedule of making dinner, putting kids to bed. Her husband and her did not have the external pulls on attention, so could work into the night and barely make dinner.

“We had to take a step back and create some boundaries,” says Meehan.

In her remote home office in Boston, she has now created a “fake commute” at both the beginning and end of her workday to mimic the transition of her twenty minute walk to work—she goes on a walk and may do yoga or meditation. She blocks off an hour in the middle of the day as well for herself, and has dinner with her husband.

Together they share a passion for travel, have summited Mount Kilimanjaro a few years back and are bound for Antarctica in 2023.

By Aimee Hansen

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Sheri Crosby Wheeler: Vice President, Diversity and Inclusion, Fossil Group

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Sheri Crosby Wheeler“I just thought to reach out and find the true picture of the world,” is how Sheri Crosby Wheeler describes leaving her Texas hometown, Brownwood, where she grew up economically disadvantaged and without African-American professional role models, for university and then law school.

Speaking of her background, she says, “I feel like it has given me the grit, the resilience, the fight, the get-up-and-go that I have to this day. I won’t see myself as ever being down and out, and I won’t stay in a ‘woe is me’ place, not for very long.”

The determination to seek possibilities beyond her circumstances has been vital to Crosby Wheeler’s career trajectory from law to diversity and inclusion (D&I).

When Mentors Are Absent

Throughout law school and her legal career, mentors were missing, and she didn’t know how to reach out.

“I wish at that time I knew that if you’re gonna go down a path, you should talk to people who have been down that path already so they can steer you clear of the potholes and the explosions,” she says, for example missing out on a judicial courtship. “I was just very much ‘I know how to do it’, because before that, I had done it all on my own.”

In the absence of mentors, “I crashed and burned, stumbled and failed,” Wheeler says, “I didn’t do well at my first law firm. And for someone who was used to doing well up to that point, it was kind of earth-shattering.”

Getting back up, however, taught her to take risks and eventually to leap paths.

Vicarious Mentorship

In lieu of mentors, Crosby Wheeler has “professionally stalked” role models she admires. This once led her to eventually join the law firm of a lawyer she followed for nearly a decade. Today, her “professional crush” is Vernā Meyers, VP, Inclusion Strategy at Netflix, who like her, holds a law background.

“I’m watching them from afar. What did they do? I’m gonna try that,” she says. “I tell people that the mentor you think you want to have may not be accessible to you one-on-one. They may not necessarily have the time in their day and career to mentor you, but that doesn’t mean they can’t be your secret mentor.”

Daring to Reinvent Herself

“Now initially, I will say I was fighting it,” recalls Crosby Wheeler about her desire to leave litigation. “I was like, no. I have chosen law. I’m gonna push, I’m gonna strive.”

But there came a moment as a contract lawyer when the work no longer felt aligned, and she realized “something has got to give.”

“In my mind, I always knew,” reflects Crosby Wheeler. “I didn’t know when, I didn’t know how, and I didn’t know where I would be going.” That willingness to stop pushing uphill and embrace the uncertainty of career change is a defining moment she is proud of.

After resolving to change paths, an opportunity appeared and became the shift that led to subsequent bigger moves, including three entirely new opportunities that landed on her D&I responsibility at Mr. Cooper, before moving to Fossil Group in 2021.

Sponsorship and Networking Are Essential

While lacking early on, sponsorship was ultimately key for Crosby Wheeler in reaching where she is now, particularly those people who looked at her, saw the potential and extended her the chance to expand into entirely new areas.

“If someone hadn’t put their skin in the game, I wouldn’t even be in this role,” says Crosby Wheeler.

Crosby Wheeler is now passionate about mentoring others. “To remember when I’m going forward, to continue to reach back to young attorneys, to other professionals,” she says. “To the extent that I can, I do. I know how important that is because some of that was missing in my journey.”

She also swears by a consistent network of friends and colleagues who can pick up the phone to support each other.

“I tell young professionals to right now start building that network. And don’t look at the network as what they can do for you,” she says. “Look at the network as what you can do for them. What can you give them? How can you help them? That is how you build a stronger network.”

“Real Good D&I, Not Feel Good D&I”™

“Now I am seeing that direct impact – the ability to positively impact people, businesses and communities,” Crosby Wheeler says of her D&I experience. “What underlies diversity work, and some legal work, is fairness and justice – and that’s a theme that has been a common thread throughout my life. That is what really speaks to me in this work.”


With racial justice issues at the national forefront, Crosby Wheeler sees this as a moment for companies to advance equity like never before. 

“More people are focused on it, caring about it, and understanding the importance,” she observes. “More people are willing to have the conversation. That’s what we’ve needed all along.”

“It can feel uncomfortable, but there is growth in discomfort,“ she says. “I don’t know about you, but I like to grow. I like to change. I like to get better. It’s just like people going to the gym. Your muscles are sore because you worked them. There was some discomfort there. Same thing. You’ve gotta work your D&I muscles for you to grow, for you to get better.”

Crosby Wheeler is observing a shift to “Real Good D&I, Not Feel Good D&I”™.

“‘Feel Good D&I’ can also be considered performative,” she says. “‘Oh yea, we just had this potluck and we put up a statement, woo!’ Well, that’s not changing things for people. That’s not changing systems, policies, procedures, laws, so ultimately it’s not changing things.”

An example of “Real Good D&I” is a company being transparent about where they are on the journey, and creating sustained organization-wide accountability to shift it.

“Having accountability that recognizes that it’s everyone’s issue, that it permeates the entire organization. That it’s not ‘that department over there, they’re doing this’.” she says. “No. Everybody is doing this, because this runs throughout the whole company. That’s what it takes – everybody working on it.”

Because “Real Good D&I” is sustained effort and change, it’s hard to gauge by quick metrics.

“It’s not like regular business operations where you’re looking at numbers, where it’s dry and objective,” Crosby Wheeler presses. “This is people, emotions, and feelings involved as well. So you’re trying to change hearts as well as minds. That’s not simple and that’s not easy and that’s not quick.”

Sourcing Growth From Adversity

Crosby Wheeler boldly chooses the experience of being fired from a legal job early on in her career as a key moment in her character development.

“It let me know that I can come back from a mistake, from what I thought was the worst thing ever.” she says. “I remember saying at the time ‘now I’m gonna find out what I’m really made of,’ and I did. I hope that I can exude that for other people to take in, and know they will also be okay too.”

And she does.

By Aimee Hansen

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Nhaman Pelphrey: Director, Abbot Downing

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Nhaman Pelphrey“If you’re asked to the table, or opportunities present themselves to you, don’t second guess it,” says Nhaman Pelphrey, a director in the Los Angeles (LA) office. “There’s a reason people are asking for your participation—you have inherent value to add.”

Pelphrey speaks about moving from private law practice to wealth management at Abbot Downing, and the valuable insights in personal development she’s gathered.

Be Open to Unexpected Opportunity

“Although it may appear from my bio that my career path was by design,” says Pelphrey, “looking back, each opportunity that was presented at the time felt like a departure from what I was thinking I would do.”

After graduating from The Pennsylvania State University, Dickinson School of Law in 2004, Pelphrey had her eyes set on becoming a real estate lawyer in the booming southern California commercial market. “I wanted to represent developers and be at the forefront of the action.” Minutes into an interview, she realized she had neither the experience nor the know-how.

Though she was quickly told that they needed someone with requisite training to hit the ground running, she remained curious about the firm and built a strong rapport with the managing partners. Although the firm did not have capacity to train a junior attorney in real estate, they took a chance on her and offered her a position in their trusts and estates practice. It was not what she had set out to do, but she gave it a try.

Eleven years later, she had already disrupted her career, two years into it, for the unexpected step of a master of laws degree in taxation from Northwestern University School of Law, and was now sitting in a premier boutique planning firm in Century City, with a client profile of ultra-high-net-worth individuals.

Feeling successful, having served on the executive committees of the Beverly Hills Bar Association and the LA County Bar Association, having cultivated many strong network relationships with the ability to elevate one another, she felt at the peak of her law career—so she ignored the recruiter calls.

Until a colleague and friend, who had herself left private practice for Wells Fargo, urged her to consider going for an informational meeting—emphasizing opportunities at Abbot Downing do not often come around.

“I was accomplishing all the things that defined success to me,” recalls Pelphrey, “so leaving private practice was not a decision I took lightly.”

Six years later, Pelphrey calls the move to Abbot Downing the best career decision she’s made so far, rising from a senior wealth strategist to a director and multi-generational relationship manager for ultra-high-net-worth families.

“When opportunities present themselves, even if unforeseen or not necessarily what you were looking for,” says Pelphrey, “be open to them for they can lead you down paths that you didn’t even know were right for you.”

Rewarding Client and Team Relationships

Pelphrey enjoys the depth of value that she can add through nurturing long-term relationships with her family clients, and feels she works with “the brightest and most personable team.”

Back in the billable hours of her private practice legal days, her journey with clients would often end after counsel and creation of the plan. Now she partners with clients from the inception of formulating the plan to the most important and crucial aspect—implementation.

“We really get to know these individuals and their families very well,” says Pelphrey. “We become a trusted advisor and that’s a very gratifying position to be in.”

One thing she appreciates at Abbot Downing is the collaborative nature of her dynamic team. “We raise each other up and put our client’s best interest at the core of what we do.”

Mentors Who Raise You Up, Higher

One of Pelphrey’s first mentors, a big-time tax attorney, taught her a valuable lesson through a bit of playful testing.

As a young associate, she was asked to research and draft a memo on how to structure a corporate reorganization. In the tax partner’s explanation of the assignment he referenced multiple Internal Revenue Code sections that she had never heard of before. When she got back to her desk, she immediately googled the sections. After combing through multiple legal research databases to educate herself on the code sections, it was clear that the code sections were not applicable or even worse, she might have jotted them down incorrectly. She mustered up the nerve to knock on his door and let him know that the sections he quoted cannot be used as part of a structural reorganization.

He congratulated her with a big smile for saving herself several agonizing hours of spinning her wheels, only to fit a square peg in a round whole.

“From that moment on, I realized its okay to ask clarifying questions,” says Pelphrey. “He taught me that asking questions is the best way to ensure that you understand what you’re being asked and what the other person really needs.”

Later in her career, she had another mentor who was highly skilled and well-respective modeled the ability to express complex, technical strategies in a simple and easy to understand manner with clients, treating them like partners.

But what most impressed upon Pelphrey as a lesson was his approach to mentorship in supporting her to learn, hands-on.

“He said to me, ‘I know that you’re capable and my goal is to help you become a highly technical attorney and to be better than I am,’” she remembers. “I heard the selflessness. He wanted to help me be even better than him, not just good as a reflection of him—and his actions were aligned with that.”

At Abbot Downing, Pelphrey eventually assumed the position of her retiring mentor, who groomed her to take over much of his client book. The mentorship first arose because they appreciated each other’s wit and banter, and could together devise creative client solutions.

Not only did he encourage her to expand roles using more of her talents, but he also taught her that being a generous, genuine resource for others will come back to you ten-fold in opportunities.

Embody Your Place at the Table

Throughout her career, Pelphrey has often been the most junior person at the table.

“One of the lessons I’ve learned is if people are asking you to participate, they see that you have an inherent value,” says Pelphrey. “More so as women, we’re invited to be part of something and it’s often easy to second guess ourselves – ‘Am I too young? What is my role?’”

Cultivating personal confidence has become key to her success.

“If I’m at the table with successful and savvy clients, it’s because they know I have value to add,” she says. “We come in as a team and we’re confident as to what and how we can provide for our clients.”

Supporting Each Other and Being a Mom

Pelphrey enjoys gatherings that merge the wisdom and experience of her colleagues and her clients.

She participates in annual events designed to connect with, inform and inspire the younger generations among her client families—as well as women focused activities – where colleagues and clients support each other.

Having a competitive personality, Pelphrey calls herself the tennis and basketball “Kris Jenner equivalent” of a sports mom to her two sons, six and eight years old.

She enjoys supporting their participation and the valuable life lessons that is organically gained through sports.

Pelphrey feels the same when her sons get the opportunity to witness their normally organized parents navigate unknown territory and unexpected turns during international travels.

“I love the kids to see that we don’t always have it all together,” she laughs. “But we end up on a great adventure even if it wasn’t the plan.”

By Aimee Hansen

Abbot Downing, a Wells Fargo business, provides products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

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Veronica Willis: Investment Strategy Analyst, Wells Fargo Investment Institute

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Veronica Willis“I’ve learned a lot of strategies about productivity during this working-from-home time due to COVID-19,” says Veronica Willis. “I’ve also learned a lot about what really is high and low priority, so now I know what to focus on and I will take this back to the office with me.”

Wells Fargo’s Willis discusses a career shift into investment strategy, finding her own stride as a leader, and what the remote working environment has taught her so far.

Moving Toward Investment Analysis

A Chicago native, Willis graduated from Washington University in St. Louis, majoring in mathematics with a concentration in statistics and a second major in Spanish language and literature.

After joining Wells Fargo in 2012, she put her quantitative prowess into application in researching and running quantitative models for developed and emerging countries, commodities and currencies.

From working in heavy quantitative analysis, she began to investigate the strategic side and felt herself pulled in that direction.

“I realized the writing side was interesting to me,” says Willis. “I began to explore the research and strategy side, especially around commodities. And while the quantitative work still mattered, I found my interests were going in a different direction.”

In 2015, she began to move into research and recommendations around asset allocation with the head of asset allocation, bringing strategic market insight into advising investors on how to minimize risk and maximize success, in alignment with their investment goals.

Currently she is part of Wells Fargo Investment Institute, focusing on clients of Wells Fargo’s Wealth & Investment Management division —where much like bridging the rich diversity of her two university majors, she combines an aptitude for quantitative and qualitative insight.

Becoming a Leader

Willis is proud of the new tax efficient asset allocation models that launched on December 1, a project she worked on throughout this year and for which she took the lead.

“It’s been a great opportunity to show my leadership abilities,” reflects Willis. “It’s really amazing we were able to get this completed in this complicated year.”

As she takes on new leadership opportunities and challenges, Willis is coming into stride with the gear-shift that rising to leadership asks of her.

“As a leader, I’m excited to learn how to take the lead in projects, how to manage peers and take ownership,” she says. “That can be a fine balance if you move from working with people as peers to then being in charge of a project. I struggled a little with the shift at first.”

However as she ventured into this territory, Willis quickly gleaned?? that real leadership is never a one-size-fits all approach, but a matter of listening and attentiveness.

“I think the key is to figure out how people want to be managed, style-wise,” says Willis. “Some people want autonomy and to be left alone. Some people want a lot of check-ins. As a leader, you need to meet them in the style that is best for them.”

Willis is now enjoying expanding her experience in people management.

“I want to be a leader who develops people on the team,” she says, “I want to guide them in their careers, especially now in this remote work environment, as teams are geo-diverse, and there’s just not the opportunity to catch up in the office as there once was.”

Attuning the Work-Life Balance

Willis finds that the remote workplace has prompted her to increase mastery of her time management and prioritization skills.

“I’ve learned time management working from home,” says Willis, who produced a massive amount of intensive research during the volatility in the spring. “I used to pull long days and check emails outside of the office constantly. I realized when I was working from home that I had to draw some boundaries and stop at a certain time.”

Stepping away from the office, Willis has found it easier to curtail the 24/7 availability habits and instead create a better work-life balance.

“It’s very easy to stay logged in, checking and replying to emails, long after the work day has finished,” says Willis. “I’ve learned it’s okay to turn off the work phone, and I plan to continue to have the off-time delineation when we go back to the office.”

Mentoring and Supporting Others

During the first year of her career with Wells Fargo, Willis had a formal sponsor who advocated for her and still does to this day.

Willis has found that mentorship is very valuable in building up her transferable skills, and she wishes to pass that support onto others.

“My mentor helped me find my voice to help others and build my skills,” she says. “I mentor people who are now going through the same program that I myself started my career in.”

Outside of work, Willis also serves on a young professional board at the Saint Louis Crisis Nursery, focused on stopping abuse and neglect of children. She supports the organization in creating a safe space for kids to come and providing help-line support for overwhelmed parents in need.

Be Willing to Discern and Expand

If she could say anything to her younger self, it would be to practice discernment and own your ‘no’s’ as much as your ‘yes’s’ in alignment with valuing your time and professional goals.

“It’s okay to say no to some requests,” she reflects. “I was always saying ‘yes’ early in my career, and I would tell my younger self to be more selective, especially if you’re trying to build a specific skill-set.”

Her advice to others is not to let your past interests or roles define the latitude of your future possibilities.

“Don’t necessarily box yourself in — you don’t have to be what you studied in college. You can explore new things that interest you and that you have passion around,” Willis encourages. “It’s okay to build those skill, and then it’s okay to follow your passions and grow.”

 

Risks

All investing involves risks including the possible loss of principal.

 

Disclosures

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

The information in this report is for general information purposes only and is not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally. 

The information contained herein constitutes general information and is not directed to, designed for, or individually tailored to, any particular investor or potential investor. This report is not intended to be a client-specific suitability or best interest analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use this report as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon.

Wells Fargo Wealth and Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.

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Amber Ghauri: Vice President, Wealth Advisor, Wells Fargo Private Bank

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Ghauri AmberAs one of the youngest advisors on her team with Wells Fargo Private Bank in Houston, Pakistan-native and single mom Amber Ghauri is not your typical VP Wealth Advisor. And she didn’t arrive to her position via your typical trajectory either.

Entering Finance on Her Terms

Born and raised in Pakistan, Ghauri moved to Houston, Texas in the middle of working toward her economics degree. Even though Amber experienced immense culture shock in a challenging international move, she completed her economics degree and then decided to stay at home for a few years to raise her first child.

While at home with her two and a half year old son, she began prepping to enter the University of Houston for her MBA in Finance. As part of the program she participated in the Cougar fund, student-led portfolio management hedge fund program.

“It’s a very sought after program and many Houston based energy and financial companies will hire you directly out of that program,” says Ghauri. “I was offered several positions, but didn’t accept any of those.”

Following graduation and expecting her second child, she stayed home for a few years, fully aware this would make her initial leap into a finance career more challenging. Adding to that challenge was the fact that she would not be coming directly out of her MBA, nor would she be licensed.

However, when Ghauri was ready in 2014, JP Morgan hired her for their investment department while supporting her to complete her CFP. She worked at JP Morgan with senior advisors for nearly five years, until she met the sponsor who would help her find her personal path to thriving.

Help in Finding Her Greater Alignment

While Ghauri was successful in her investment role at JP Morgan, she was ready for broader responsibility. It was during a single networking lunch with Amy Bracken at Wells Fargo that she received the kind of valuable external reflection that turns a key and changes everything.

“You’re not a behind the desk kind of person. You’re in the wrong role,” Bracken told her, according to Ghauri. “You’re a relationship kind of person, and that’s the role you should be taking on.”

Ghauri skeptically moved to Wells Fargo in a Wealth Advisor Associate role working for Bracken. Within three months, she was promoted to Wealth Advisor. Less than two years later, she was promoted to VP. Her combination of business acumen, investment knowledge and natural relatability propelled her to success.

As her sponsor and mentor, Bracken continues to be supportive of Ghauri whenever she is looking for career encouragement.

“Amy will impress you to no end, she is somebody that’s relatable, admires Ghauri of her mentor. “She gauges the goals of other women and enables them for success.”

Self-Advocacy, Learning and Honesty

Ghauri has thrived being a single parent, being an immigrant and being seen as young, relative to members of her team – and she’s proud of it. She shares some principles behind her success.

“I’ve always pushed for more. I was never shy in asking and putting it out there to leadership what I wanted,” she says. “If I got the opportunity or not, that’s beside the point.”

When it comes to self-advocacy, she recommends to let leadership know where your personal goals are, long term and short term.

“Talk to immediate leadership. Have the conversation you’re always hesitant to bring up,” she recommends using the opportunity of reviews. “Unless you speak for yourself, nobody else is going to.”

What energizes Ghauri in her current role is her ability to work with clients on their diverse needs through holistic wealth planning. She and her team help clients better understand their investment portfolios, create customize wealth preservation and transfer strategies, manage the asset and liabilities side of the balance sheet and provide other solutions including business valuations and M&A advisory services.

“Learn more than what you are expected to do, and more than what you’re doing in your current job capacity,” she recommends. “Broaden your knowledge base. Don’t be caught with a blank expression on your face when someone asks a question.”

Ghauri values honesty and efficiency and letting her clients know they are an important priority for her. “If you reach out to me, you’ll get a response from me quickly saying I acknowledge you”, says Amber stressing the importance of a responsive connection to others.

Coping with Disruption: Struggle To Growth

Speaking of honesty, Ghauri admits the onset of COVID-19 hit her really hard, but she has ultimately witnessed personal growth and an increased sense of her own leadership ability.

“I overcame many challenges moving to another country. I was not working until I was in my thirties. And now, the moment my career took off – I’m thinking, I’ve arrived,” she reflects. “And then COVID hit. I was feeling a deep depression.”

As a vibrant person who communicates with her entire presence, she felt the need to continue to explore ways to connect with clients in creative ways during the pandemic.

“I have a new approach and stronger bond with internal partners that has improved the way we serve clients,” she says.

When she felt concerns about the COVID having an impact on her performance, as a self-admitting strong Type A personality, she received valuable, nurturing advice from her leaders. During the stressful times of COVID, they have reminded her to put the emphasis on relationships.

“Focusing outside the relationships that sustain us can create a self-inflicted pressure which will only create more challenges” leaders advised her, according to Ghauri. They encouraged her to lean into her natural strengths of connecting and relating – even during the work from home period due to COVID.

Since Ghauri has focused her attentions away from the pressures of the job and more to the work which inspires her, she has felt herself thrive again, even though finding work/home boundaries are still a learning experience.

Ghauri has been indulging in her passion for cooking, and when she is able to, she will again enjoy avid world traveling with her two sons.

By Aimee Hansen

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Afua Richardson-Parry, Senior Medical Manager, Pfizer Ltd.

Afua Richardson-ParryAfua Richardson-Parry had always strived to be a hands-on person, prone to learning new things in keeping with the pace of a dynamic and changing healthcare ecosystem.

She didn’t set out to be a “Jill of all trades,” but rather to be adaptable and flexible. However, this drive shaped a sense of focus that sharpened when she came across a quote that really spoke to her; “Know your strength, staff your weakness.”

“That has changed my perspectives on teamwork and delegation in both ‘work’ and ‘play’ contexts,” she says. “Knowing what you’re best at and what others can and should do instead of doing it all yourself allows you to be your best.”

Keeping a Focus on Patient Needs

Richardson-Parry pursued pharmaceutical sciences because she was interested in research and exploration into how the body works and possible interventions to combat diseases. “I can say that now with almost 18 years in the industry, my desire to make an impact in healthcare has and continues to be positively fulfilled,” she says.

After earning a post-graduate research degree, Richardson-Parry began her career at the UK Department of Health – specifically the executive branch dealing with medicines regulation and licensing (MHRA). She then moved into the pharmaceutical industry, working within regulatory affairs and rising quickly into senior executive roles with increasing responsibilities.

Now a senior manager within medical affairs, compliance, governance and strategy at Pfizer, she appreciates her role as one that brings her close to healthcare professionals—and more importantly patients—through various educational initiatives. She views this as a great professional achievement – seeing the fruits of her passion for making a meaningful difference in the lives of patients through collaborative partnerships that help to optimize their health.

“I have had the privilege of working with and supporting leading experts, academics, healthcare professionals and clinicians, such as doctors, pharmacists nurses and specialists through a series of online and digital educational resources to enhance clinical practice and patient care,” Richardson-Parry said.

Working With Others to Learn More, Achieve More

Over the years, Richardson-Parry has had the opportunity to mentor and be mentored in personal and professional life settings. She has found being able to coach or encourage someone in the right direction is rewarding. Equally, being championed by fellow colleagues has tremendously bolstered her understanding of the business and corporate world. “In addition, I believe my career has progressed because of having a sense of purpose and focus. I live to better understand why I am here and what I am supposed to bring to this world. Also, having a strong conviction in my values and beliefs is just as important to me as being confident, hard-working, positive and resilient. Above all I have a personal desire for growth in every season of life.”

In addition, she cites former UN Secretary General Kofi Annan, Dr. Martin Luther King and Michelle Obama as some of her goal role models – both for their outlook on life and their sense of optimism even in the face of adversity and challenges.

Closer to home, she has found value in company networks that are designed to create a more diverse and inclusive work environment, which she finds essential for business as well as personal growth. “When women connect on professional and relational aspects, it can help ensure that they are well-represented in leadership, while having the freedom to balance family life and other social initiatives”, Richardson-Parry says.

She recently has been able to co-lead colleagues in the UK in continuous dialogue about race and ethnicity at work. She confirms that diversity and inclusion is a key focus of all levels of senior leadership at Pfizer. Through her local networks and workstreams in the UK, she joins a group of dedicated colleagues who are passionate about raising awareness about race and ethnicity at all levels of leadership.

“With a group of passionate allies, we are leading the conversation to effect lasting change so people feel confident to talk about racism and injustice, as well as create opportunities where all colleagues can thrive and progress in their careers, whilst bringing their best selves to work.”

Richardson-Parry, in collaboration with colleagues at Pfizer, continues to build lasting partnerships within academia and among clinicians through digital educational resources that may help them to manage patients with chronic disease and within the context of the current pandemic.

While she initially held the view that the corporate pharma world might tend toward being business- and transaction-driven, with little opportunity for the patient’s voice to enter key decision making, she soon learned that was far from the case. “Throughout my career in the industry and especially in my current role, I can share plenty of examples that attests to a strategy that puts patients right at the heart of everything that we do.”

by Cathie Ericson

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Gia Morón, CEO, GVM Communications, Inc & President, Women Grow

Gia MoronFrom entertainment to Wall Street to PR entrepreneurship, Gia Morón has repeatedly found herself in spaces she never imagined.

With a gift for drawing connections and a super keen gut instinct, she’s now at the forefront of women leaders driving diversity in the emerging cannabis industry.

Different Industry, Similar Skills

As Director of Promotions and Publicity for an entertainment firm in her 20s, Morón cultivated a passion for telling stories. When one day she was laid off, a staffing company suggested a curveball.

“There wasn’t an inkling within me that would’ve thought that I would be on Wall Street,” she says, having barely paid attention to the stock market. “I was thinking how different could this be? Only to learn that the same skill set still applied, just in a different industry.”

As Media Relations Officer at Goldman Sachs, she found that finance was as much about storytelling as entertainment was. She also soon realized that everything – including the entertainment world – came back to the hub of finance.

“I thought it was only a stepping stone,” she says. “But I don’t think school could’ve taught me what I learned on Wall Street.”

Becoming an Entrepreneur

“Oftentimes when we’re in the middle of something,” says Morón, “we have no idea what we’re being prepared for next.”

Morón worked with the 10,000 Women initiative at Goldman Sachs, which also launched 10,000 Small Businesses. So when the 2011 downsizing ended her 15 year stint there, she started her own public relations, brand and business development firm to try out similar consulting, this time on her own.

“I said let me take the time to do this now,” she remembers, “rather than regret not doing it. If it doesn’t work, I can always go back.”

Morón launched GVM Communications, Inc on April 20th, 2012, a date (4/20) that, in retrospect, seems auspicious.

“I wanted to try something different, but I went back to something I was familiar with,” she comments, on initially taking on finance and tech affiliated companies as her client base. “And I thought to myself, I’ve got to fire myself and really go into something entirely different.”

So she began to amass clients from fashion to plastic surgery, which she now sees as preparing her for the next development, which sparked when she started noticing a documentary series on legal marijuana on CNBC around 2013.

The Story Didn’t Add Up

“I am thinking this is prime time and they are focused on marijuana on a financial network,” Morón recalls. “There’s something I need to pay attention to. And that (intuition) I attribute to Wall Street, where you learn about forecasts.”

What also piqued Morón’s intrigue was that all the interviewees for these businesses were white men, whereas people of color from her old neighborhood were being arrested for the same thing that was now becoming legal, and lucrative.

“There’s a changing of the tide that really is only showing the success of a white male community, but continues to show the disproportionate civil injustices against Black and brown people,” she observed. “Well, that didn’t make sense to me.”

Stepping Into the Room

After discovering Women Grow in a magazine she was cover-pitching for a client, Morón apprehensively attended her first meeting, just off Canal Street in New York City.

She was surprised to find a very friendly room of people dressed in blazers with an atmosphere akin to an afterwork social networking gathering, but only five Black people present.

“I thought you could pick this room up and put it anywhere in the country, but you’d never know you were in NYC based on the lack of diversity,” says Morón. “And we’re talking about marijuana, right? Why shouldn’t there be a whole plethora of diverse faces in the room?”

“I walked up to every single Black person with a smile on my face, the five in the room, and I was very direct. I said, ‘Hi Black person, my name is Gia’,” says Morón. “I wanted them to know I see us in this room, and I recognize that it is important for us to acknowledge each other.”

She would then suggest they get to know the room, and regroup. This strategy worked and for the next meeting, she and the others brought ten more interested people of color.

“I think you can approach a situation like that and feel like you’re the only one,” she says, “or you can say, ‘I can invite other people and not be the only one.’”

She realized from the meeting that her PR skills were needed in the cannabis industry, and began to bring in new clients in 2015 to her GVM portfolio.

“That is when I learned that whatever people were currently doing in their jobs or their businesses could be applied in the cannabis industry,” says Morón, attributing her vision again to her time in finance. “And once that light went on, I recognized that cannabis would eventually make its way into every industry that operates today.”

Forging Diversity In an Emerging Industry

For Morón, Women Grow is the “gateway” into the cannabis industry for women, a network of diverse women bonded by the common mission of becoming leaders in this emerging industry.

“Oftentimes we come into a new space with old practices looking for different results that cannot happen unless we become intentional and conscious about what we need to change,” she observes.

Her organization has repeatedly witnessed the need to challenge and disrupt the familiar bastions that uphold the white men’s club – such as disproportionate access to licensing and capital – amidst the major obstacles of no federal legality, regulation or banking system.

Women represent 27% of cannabis leadership so far, ahead of other industries, and this is a direct result of intentional action to correct the course, now. Still Morón says more work needs to be done to see further leadership of women in the industry.

A new partnership with the Arcview Group’ Women’s Investment Network (“WIN”) will focus on educating, deal flow and networking around investment.

Creating a Legacy of Leadership

Alongside brilliant colleagues she admires and feels bolstered by, Morón has forged inclusion not only in the industry, but also at Women Grow.

“White women often see diversity as gender first. Whereas women of color see diversity as cultural first, then gender,” she discerns. “I didn’t recognize that until I was having these amazing conversations with women across the industry.”

Morón talks about releasing the fear and judgment that arose as she ventured into cannabis, and how every stereotype that could come up has been blown apart. She said the biggest misconception most people have is that they must consume cannabis in order to be in the industry, which is not the case. Learning about the plant and regulations that vary from state to state about the industry is most important.

“My gut feeling kept telling me over and over, you’re on the right path,” she says. “I had to recognize every time I trusted my gut, it didn’t fail me. I’ve experienced small fails, but not complete failures.”

“I am so proud to actually be in an industry where I find people who look like me – women and people of color, coming together, having the backgrounds we have, doing the work we are doing, and I get to say this is my network of people,” Morón beams. “We are literally part of the bricklayers of building this industry.”

“Our ancestors or people from our communities have paid the price,” she says. “And now our responsibility is to execute and make a positive impact. We believe in an industry where we can thrive, and not just survive, but moreover really create legacies for our own families and communities.”

by Aimee Hansen

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