Beverly Jo Slaughter: Managing Counsel, Wells Fargo Advisors

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“It doesn’t have to be weighty. We don’t have to solve the problems of the world all of the time, but we do need to take the effort to have conversations that begin to reach out,” says Beverly Jo Slaughter, managing counsel at Wells Fargo Advisors.

“I find that when we have an open dialogue, we learn that we are more alike than we are different. It gives us the opportunity to look at the world through somebody else’s eyes—and that’s huge, just huge.”

Match Your Work To Natural Talents

Slaughter’s dream to be a lawyer in a major corporation was so strong that she decided to return to college to earn her juris doctorate degree from Fordham University School of Law during her early forties, just as her kids were beginning to leave the nest.

“I remembered distinctly walking into orientation and looking at people who were not too much older than my own children,” she recalls of being an “alternative student.”

Today, Slaughter heads a team of lawyers and paralegals in the financial services industry, and often reflects on the notion of “never working a day in her life.”

“A big part of job satisfaction is determining what talents and skills you possess naturally,” she observes, “and then how you can fashion that into a career.”

“I like written and oral advocacy. I like advising and advocating for a position whether it’s through, litigation or advising,” Slaughter says. “I enjoy setting out a position and deciding what benefits, advantages and downsides there are, too. I believe that you need to have a nuanced approach.”

While the love of advocacy was present as a paralegal and other positions she held prior to law school, only at Wells Fargo Advisors has Slaughter found the level and breadth of intellectual challenge she craved.

“It’s not only advocacy but also getting your arms around a new problem or an issue and coming to understand it and master it,” she says. “That’s fascinating to me.”

Slaughter is a proponent of heading off conflict before it arises, by being an even better advisor than an advocate.

“I always wanted to be a litigator, but, to me, the best litigator in the world is an advisor,” she discerns. “The other part of my job is to help us avoid litigation and to use those resources to be a better company and to better serve our clients.”

Shape Your Role For Your Fulfillment

“Although I’ve had the same job title since 2008, I have not had the same job,” notes Slaughter. “I’ve been blessed to have the capability to shape my roles in a way that has satisfied me and helped me grow.”

She thrives on getting involved in opportunities where she learns about a new subject matter. One example is taking on a case through which she cultivated an expertise in litigation practices when working with tribal law and tribal court, and developed an understanding of some of the specific issues around financial affairs for tribal people.

“It was my way of going from 0 to 50,” reflects Slaughter. “But it was also my way of enriching my job and continuing to offer better value to the company.”

“I’m a person who believes that you have a great deal of influence and power when it comes to making your job fulfilling for yourself and for increasing your value,” she iterates.

Be A Resource and Advocate For Others

Taking the opportunity to help others realize their worth and navigate their path is her favorite part of leading a team—such as appointing adept paralegals to project management, which showcases the skills they’ve mastered that are very applicable on the business side.

“When you see somebody’s face light up because they found a new skill that they’re good at,” she says, “and they begin to realize the tremendous opportunities that are available to them at a company like Wells Fargo Advisors—that’s a kind of satisfaction like no other to me.”

Slaughter recalls an intriguing piece of advice she received from a mentor decades ago: you will get very far in the world if you are nice.

“I came later to understand what she meant,” says Slaughter. “If you are authentic with people —and interested in their good, in their issues, in the things that are difficult for them—often times you can develop a marvelous work relationship, and you become a go-to person.”

She has found the willingness to be that person of counsel has helped her become someone others come to with issues in confidence and to seek ideas for resolution. It has also positioned her team at the table from the start, having a voice as policies and projects are being crafted, not after decisions are made.

“Quite frankly, that’s who you want to be,” says Slaughter. “You want to be the go-to person who is known as the individual who will get it done and who appreciates the contingencies of the business.”

Be Coachable And Enjoy Your Successes

Along with hard work and helping others, she feels another critical element of success is being coachable and celebrating your value.

“You have to reach out and ask people for help in identifying places you can perhaps get better,” Slaughter notes, “and it takes a great deal of bravery to admit that you can be wrong or less than perfect.”

But being genuinely open to your growth means also being self-aware of your worth and value, and standing in it.

“The biggest thing I think I took away from mentors and coaches over the years was to learn to give a value to myself,” Slaughter reflects. “External recognition is a wonderful thing, but we all have to learn to give recognition to ourselves, to recognize when we have done well, to celebrate our value and feel confident that we bring it to the table.”

She recommends pausing to appreciate what you do well and acknowledge successes because that will carry you through the challenges.

“I think humor is extraordinarily important,” she adds. “The ability to laugh, and sometimes at one’s self, is crucial. Often times that can be a bonding agent. There’s a lot of life that’s really joyful and to be celebrated.”

Brave the Diversity Conversation

Slaughter’s most fulfilling experience came while speaking during a series of company presentations around diversity, equity and inclusion.

In that moment, she crystallized the realization that diversity is difficult, but as a black woman in corporate law, she has been successfully bridging the difficult conversation for her entire career— reaching out to people who appear different than her, or have different backgrounds, in order to build those relationships.

“Diversity, equity and inclusion to me is often times the willingness to recognize your initial communication may not be perfect,” says Slaughter. “But in the end, most people will respond to you in an effort to continue the dialogue.”

“That was a really freeing moment for me,” she says, having been widely thanked by colleagues for reflecting that back.

Slaughter loves reading, crossword puzzles and is passionate about literacy for children and immigrants— the gateway to self-education so you can dream and even overcome disadvantage and adversity.

Growing up in Harlem and passionate about travel, a crowning moment for Slaughter was standing with her husband in front of the pyramids in Egypt and reveling at how much dreams, even when they seem out of reach, can be yours.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

By Aimee Hansen

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Mariella Greco: Gender and International Development Advisor

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Mariella Greco “In difficult moments in the development world, I draw on what I learned from the intensity of the trading room,” says Mariella Greco, a global leader in gender, development and finance. “The motivators are different, but those same skills make me a better leader in the not-for-profit sector.”

Heeding the Call

Having majored in international relations in university, Greco was magnetized to international development.

But after a short assignment at Canada’s Permanent Mission to the UN in 1990, she put her call to international service on hold and accepted a domestic position with the Royal Bank of Canada back in Windsor, Ontario, her hometown, staying near her mother during her parent’s difficult divorce.

When family matters settled, she left Windsor to pivot back to international affairs, but in banking. She succeeded in a tough dealer training program that she landed as the only woman on the Canada desk. Nicknamed “Stella”—and with the occasional “what-a-guy” pat on the back—she learned to hold her own as one of very few women dealers in the bank’s main trading room.

But Greco still felt the pull to international development and began volunteering for Plan International in Canada.

When she began at the Royal Bank, she promised herself (in writing, along with other life goals she recorded in a book) that she would revisit her path in time: within 5 years, she would either try international development or stay the course in finance.

“My head was like don’t be stupid,” recalls Greco, “but my heart was still feeling this call.”

Giving up a hard-won position in the global headquarters of Canada’s biggest bank for an NGO job with a 50% pay cut was both risky and daunting.

“So for a year I went home everyday and asked myself, ’Is this a day where I feel I want to go, stay or am I neutral?’ I literally logged it,” she explains. “Like the markets, my feelings about taking the leap had highs and lows. I tried to find balance with a daily risk-reward analysis about what I wanted in life. At the end of the year, I added it all up, and bottom line—there were more days where my gut said GO.”

Greco heeded the math and left for a “planned” two year break from banking that became two decades working in international development, while living in five countries, traveling to 50 countries and gaining proficiency in several languages, before returning to Canada with her family in 2018.

Transferable Leadership Lessons

Calm Under Fire

On the trading floor, Greco learned that as important as being a good winner was, so was being a good loser.

The EVP who interviewed her for the dealer job asked her, “Can you speak your mind to your boss, and give your opinion knowing his is different, even if he is yelling because of market volatility? Can you speak up then, too?” She said yes, and she did because it was the expectation.

“They wanted to know if you can stand the heat and carry on, even when stress is overwhelming and you’re losing money,” says Greco. “Loyalty to the team meant sharing differing opinions, and it also meant closing ranks when final decisions were taken.”

This insight and learning to stand the heat helped her to be a strong leader in many challenging situations, and to do so while also caring for her team’s wellbeing (physical, mental and socio-emotional), such as in humanitarian crises.

“The most rewarding experiences are sometimes the hardest ones,” says Greco, such as the Category 5 hurricane response she led in Nicaragua (earning her one of her official Medals of Honor).

Also, ensuring child safeguarding and gender equality were part of each and every Plan staff member’s performance objectives was rewarding too, because it positively impacted both the quality of their work and the personal lives of her team.

Speaking Truth to Power and Holding Midterm Vision

Honed in the trading room, several bosses have told Greco that her strong voice is her “superpower”.

When pregnant with her first daughter, Greco learned that expatriate women in her organization didn’t receive maternity leave, even as she was unexpectedly promoted shortly after giving birth. As her contract was subject to U.S. labor laws, she was limited to six weeks of “disability leave” after birth, because maternity leave might be interpreted as discriminatory against men, creating liability risk for the organization.

“I was shocked that giving birth was deemed a disability in an organization dedicated to children and gender,” shares Greco.

Not only did that seem wrong, but also that it was only 6 weeks of leave, especially when compared to the year that mothers may take off in Canada.

Greco began a five year internal campaign that gave birth to a maternity leave policy that was more coherent with the organization’s mandate. In doing so, she helped remove barriers for younger women aspiring to both leadership and motherhood.

“Some things you can take a short-term view on, but for other things you need to play the long game, even if you can’t see around the corner,” Greco reflects. “Be willing to also sow seeds and nurture change for positive impacts that may only blossom after you are long gone.”

Greco values learning to speak truth to power early in life. Reflecting on a “Me Too” incident she had early in her career, Greco recalls the unconditional support of her male bosses when she reported being harassed by a senior executive, who was also way over their heads.

“I had stood my ground with him and let my bosses know the next day, but I also asked them to refrain from intervening unless he bothered me again,” remembers Greco. “They were so outraged that instead of doing what I asked, they made it known to their leadership that they had my back.”

When the “Me Too” movement gained prominence, she realized how rare their reactions were. So she wrote her ex-bosses and asked them to sit their daughters down and tell them that story “so they know how stand-up their dads were and so they know the standard of support they should expect if it happens to them.”

“That whole experience (good and bad),” reflects Greco, “helped me better support others who faced this.”

Multidirectional Career Moves

Greco made yet another non-traditional career move in 2019, pivoting towards government this time.

“People too often think their path must be up, up, up, like that’s the only direction worth going” she observes. “Had I been hostage to that mentality, I would have missed an amazing journey. I feel the same way about the journey ahead”.

She likens working in government to learning about a whole new world: “It is a bit like being paid to attend a university program, continuing to work and add value, but influencing for change more subtly.”

Empowering Girls to Lead

Greco credits her successes—whether as a trainee or as a Country Director—to both fortune and her willingness to try.

In Plan, Greco was steadfast in her efforts to advance gender equality and promote the leadership potential of girls. Ahead of Plan’s #GirlsTakeover on International Day of the Girl on October 11th, Paraguayan colleagues warned that national leaders would never cede their positions to girls, given entrenched gender attitudes and the political environment.

Greco decided she would try, anyway, at least with one Minister. When she phoned him, he quickly agreed. So she called another, and then another, planning to stop when one Minister said ‘no’. None did.

That year, Paraguay’s Cabinet, Senate, Congress, Supreme Court and even the Central Bank were led by girls. It catalyzed the President to create a Council of Girl Minsters, inspired Paraguayan girls to dream bigger dreams and it helped chip away at arthritic gender stereotypes. The next year, ministers were asking her to be involved.

“Without that risk tolerance built into me, whether inherent or strengthened in the trading room, I probably wouldn’t have asked” says Greco. “Don’t squander your opportunities out of fear of a ‘no’. Try. ”

Which Organizations Will Dare?

Greco discusses gender and COVID-19 impacts with her daughters, even the 140,000 U.S. job losses in December 2020, in which women netted 156,000 losses vs. the 16,000 net jobs gained among men.

Women fill so many jobs deemed “essential”—yet are disproportionately bearing the economic brunt of the pandemic, whether in job losses, being underpaid or exiting the workforce for unpaid family responsibilities. Paying wages commensurate with essential work and implementing measures that close the wage gap could slow the loss of women from the labor force, but Greco feels the solution space of gender impacts needs more innovate thinking for systemic change.

“Incremental change is safe but too slow,” observes Greco. “Taking some risks to accelerate long term gains is long overdue.”

Basics like paid maternity leave and flexible arrangements for family responsibilities (the brunt of which continue to fall to women) are critical, but additional measures that fast-track women back onto their career should help them regain momentum too.

When faced with women exiting the workforce (be it a result of the pandemic, family responsibilities or wage gap disincentives), do employers just lament and accept it, or do they step up and flex what’s possible to keep their talent? Can organizational playbooks and rules historically written by men be modernized through a more balanced lens?

Greco looks to organizations with deep pockets to pilot such changes that matter, lean into some risks and help pave the way for others.

The True Pipeline

After witnessing so many empowered girls inspiringly take to leadership, and the impact on their personal sense of agency, Greco reframes the pipeline when it comes to future change.

“Younger people are more powerful, engaging and influential early on,” she says. “It’s not only about a line of new and energetic ‘replacement’ candidates to fulfill status quo positions, but rather an idea stream with young and unencumbered perspectives that will evolve our vision and how we do things.”

“Avoid the typical training that ‘indoctrinates’ young talent in how things are done, because if we listen better, we just might realize that they have the most forward looking solutions,” she advises. “Consider stewarding and facilitating emerging talent and ideas. That’s what’s going to tip it, for those willing to ask—to listen to differing opinions and to courageously take calculated risks.”

By Aimee Hansen

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Renad Younes: Regional Managing Partner for the Middle East, M&A and Project Development, Shearman & Sterling LLP

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Renad Younes“If you look at the Shearman & Sterling office in the Middle East, it’s a truly diverse office which represents the region in which we are operating,” testifies Renad Younes, who joined the firm over two years ago.

From Abu Dhabi, Younes speaks to how she prioritizes relationships in her advisory work, as a female leader in the Middle East with pride in diversity and inclusion.

Relocating Back to The Middle East

After growing up in Palestine, Younes moved to London to complete her higher education at the London School of Economics in 2003. She stayed in London for ten more years—working, getting married and having her first child.

The London scene magnetized her to the work of large law firms, and she quickly found that international M&A and projects work was closely related to her keen interests—navigating cross-border transactions, collaborating with diverse people and working with different laws, transactions and involved parties to meet their needs.

In 2013, Younes made the move to Abu Dhabi to be closer to her clients in the region. Relocating also meant that she was closer to family.

Younes continued to practice law as she also began to raise her family. Able to balance her working life and family without putting her career on pause —Younes made partner in 2014.

“Being a successful career woman doesn’t mean sacrificing your family life,” says Younes, who had her second child in 2016. “You have to put your mind to it and be organized – but it’s not impossible to have a successful career just because you’re a woman or a parent.”

Younes reflects on diversity at work: “inclusivity at work, while it’s perceived as a gender issue, is actually much broader than that. It’s about creating an environment which is supportive of all people so that it’s not impossible to balance your work and personal life. That is what I have been fortunate enough to experience.

“At Shearman & Sterling, our commitment and focus around diversity and inclusion remains non-negotiable,” she continues. “I think the ongoing pandemic has shown just how important it is that our workplaces are inclusive of the responsibilities we all have, regardless of gender. Whether you’re a parent or caring for parents, or simply have other interests and responsibilities, we all have demands outside of work.”

Mediating Within Complex Relationships

“I work with commercial enterprise clients and government organizations who typically have a social responsibility emphasis,” Younes notes. “I am quite aware that the image attached to M&A is that you’re only focused on business, but it’s just not the case in our day-to-day job.”

She observes that the clients that work with her at Shearman & Sterling are highly involved in the community aspect and awareness of what they bring to where their business is operating, which animates her as well.

“Helping and empowering the community through developing their natural resources for example is fulfilling for me as a lawyer,” says Younes, who mediates between governments, government owned companies, international companies and communities—supporting communities, governments and corporations towards what they aspire to achieve.

“I think the technical legal aspect is very interesting,” she says, “but the human interactions, working with different cultures and political structures and governments, draws me the most to what I do.”

Staying Close to Your Team and Your Clients

Younes reflects on her role as a more senior lawyer and a member of the firm’s executive management: “As I become more senior, it’s about having a successful team that enables us to execute complex transactions and deliver whilst creating the right environment for those coming through,” she notes. “It’s about the importance of our team, both collectively and as individuals.”

Younes knows that managing a successful team is about “creating and implementing a meritocracy- not an autocracy in which there is one voice and people follow. Nor is it a democracy in which nothing can be achieved without an equal weight to every single opinion—but a meritocracy that encourages different perspectives and explores the various opinions of all team members in proportion to their merits.

“It is ultimately what makes us successful,” she continues. “Having a team that shares the same values and views is wonderful, but you also want people that challenge and push each other so that you encourage creativity. Great teams do both equally well.”

As to the clients, for Younes, being an M&A lawyer is not just working through the next deal, but about nurturing a long-term relationship and becoming an advisor to her clients.

“I think of myself as a member of the client’s team. One of my aspirations as a lawyer is not to be perceived as an external supplier of services, but to become a trusted advisor,” she says. “It’s a personal relationship—clients want to call the person they trust will give them the right advice that is tailored for them.”

What has surprised her is that she never stops being fascinated and compelled by the work. Each year, she sets out with more momentum and aspirations, even as the work demands have become more difficult with seniority.

“It doesn’t matter how many deals you have done, how much work you have on, there is something new everyday and something new that you learn, whether from clients, transactions, team members at Shearman or in other firms, including opposing counsel,” she says. “You have to stay on your toes and continue to be relevant. That’s great, as it keeps the job fascinating and interesting.”

Being in the Company of Senior Women Leaders

“The perception is that M&A and projects is a male-dominated field, but that has not always been my experience. Many of our clients are diverse and we have many senior very successful female clients,” says Younes. “The diversity progress that I have witnessed in the market in the past few years has been very encouraging.”

Younes is especially proud of her Shearman & Sterling team, and how well they have maintained team cohesion over the last year while delivering results to clients.

“I’ve only been with Shearman & Sterling for two years, but it’s amazing how diverse the firm is – the number of female partners, female associates, different cultures and diverse perspectives. There’s a genuine attention and commitment to diversity and we have implemented a number of initiatives that are aimed to increasing diversity and inclusion in the firm,” she observes.

“It’s not just talking about it, it’s actual implementation, and not just because of the stats,” testifies Younes. “We genuinely believe it’s important to have different perspectives in the meeting room.”

Looking Towards Our Possibilities

Most of Younes’ spare time is spent with her family.

While it’s a big adjustment and many are struggling, she thinks the flexibility realized by the remote office will hopefully serve to empower women and indeed everyone juggling work and personal commitments.

Looking at the future, she is excited about our human capacity for innovation and the possibility of communities being catalyzed to come together to create new solutions amidst the collective challenges in the world right now.

By Aimee Hansen

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Thought Leader: Silke Muenster, Chief Diversity Officer, Phillip Morris International

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Silke MuensterDiversity can drive innovation and innovation can drive diversity. This is a sentiment shared by Silke Muenster, Chief Diversity Officer at Phillip Morris International (PMI), a self-described ‘German mathematician’ but an interesting, committed and fierce change leader who goes way beyond any formula when she speaks passionately about diversity.

“Diversity is numbers, but inclusion is what makes diverse teams work.” She continues, “It is the culture that makes inclusion work and then innovation can happen. Innovation is fundamental to our vision at PMI of creating a smoke-free future. There are one billion smokers in the world, and our company is undertaking a huge task to make smoking cigarettes a thing of the past. Imagine the diversity that lies within our adult customer base so this is something we want to represent also inside PMI.”

Silke recounts how at university and in a large portion of her career, she was always surrounded by men from school classes to the senior management meetings she attended in Germany. Her career journey started at Coca-Cola where she stayed for twelve years and she joined PMI in 2011 as director, Market and Consumer Research, and then was appointed Vice President, Market Research in 2012.

In March 2020, she became PMI’s first Chief Diversity Officer (CDO) starting on the ‘first day of lockdown’ in Switzerland, in a year that would lead most people to reflect on the role of companies in advancing equity and furthering inclusion and diversity in society, and the future of work. Silke was working on this exact topic of “smart work” when COVID-19 hit, and sees real opportunity for everyone to have flexibility, now that the theory that remote work is not only possible, but possible for the vast majority of employees in many companies, has been truly road tested.

When she took the role of CDO, she felt that it was an excellent time to start. She noticed that it was clear that people wanted to talk about the topic and wanted to reflect on their priorities due to pandemic-induced changes of circumstances and the happenings in the world at large that occurred in 2020 – notably, the extension of the Black Lives Matter movement and the growing awareness that came to the forefront of social justice issues.

Diversity And Inclusion

“There has been a tendency for people to think that Diversity and Inclusion is about everyone being nice to each other, but D&I is about creating room for people to speak up so that everyone’s voice is heard.”

Silke believes that it is crucial for people in the company to have the right discussions but that the organization needed to first create the psychological safety to start these conversations. She believes that not everyone has to be an expert, but rather a willing participant, to engage in the conversation about how they would like to see the world in the future.

“Discussions can be had, and conflict can also occur, but ultimately those discussions can be therefore very productive.”

Silke believes that inclusion has benefits for everyone and on her list of things to ensure she and other senior leaders do, is to find a way to empower every employee to enter into the discussion about how to improve inclusion and advance our diversity –to ultimately better our organization and our business— no matter who they are, where they come from, what they look like, who they love, their ability or any other dimension of their identity.

“Different views need to be heard. I&D is something for everyone to participate in. Everyone has to drive this agenda as everyone will benefit. It starts from the top as it needs total commitment that it is a valued task to undertake.”

When she reveals what she is working on, she mentions that this is where she does delight in the numbers, as she has seen the needle move from 29% of women in management in 2014 go to 37% at the end of 2020—with the number of women on PMI’s Senior Management Team doubling from 8 percent to 16 percent in the space of 12 months (since January 2020 until year-end).

“We make gender diversity a company-wide goal and part of leaders’ efforts, and we make sure internal talent processes align. We also have worked hard to create Employee Resource Groups and have updated policies, such as most recently ensuring that we have a more inclusive minimum global parental leave principles which include men and women, and ensuring everyone is covered regardless of sexual orientation. I am also proud to say we have just signed The Valuable 500 and are committed to bring disability onto our 2021 agenda in a much bigger way.”

The Hard Conversations

“Diversity work is a journey and I personally have done a serious amount of reading to learn what I didn’t know and was interested in growing my understanding in this domain. To do this work, to take the journey, you have to start somewhere and have discussions, perhaps hard conversations that include talking about how the playing field is not level. Senior managers have to show vulnerability, which runs deep of course.”

Silke speaks of her thoughts around mentoring and sponsorship freely, revealing she is a very passionate mentor herself and believes that mentoring is the best way to start a sponsor relationship as the chemistry can truly evolve. She feels strongly that pilot programs are the best way to see if certain programmatic efforts work specifically for PMI so that the success of the program can be evaluated and then implemented widely for optimal success.

“It is not about ‘fixing’ women; rather, it is important to recognize that there are specific barriers that women face when it comes to career advancement and we want to make sure to create the right solution that actually helps.”

Silke reiterates her desire for specificity and not a broad approach and believes that she is now a coaching convert also.

“If you had of asked me twenty years ago about coaching, I would have not been convinced, but I have seen how well this can work, especially when there are specific challenges identified, then coaching can really help women and men alike.”

Hope for the Future

Silke hopes that diversity and inclusion stops being such a hard topic in the future but understands that much like quitting smoking cigarettes, that change comes from new behaviors and habits often underpinned by educational facts, incentives via good policies and shifting of cultural norms for everyone in the society.

“If I was to hope for one thing to happen, it would be that everyone gets fully involved so that they can feel and see the joy of belonging for themselves and others; that they can feel the joy of being seen and heard when the speak up at PMI; and that they find benefits in an inclusive environment no matter who they are.”

by Nicki Gilmour, CEO and Founder, Evolved People (theglasshammer.com)

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Julie Gottshall: Partner and Chair, Employment Litigation and Counseling Practice, Katten

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Julie Gottshall

When she was first starting out, Katten’s Julie Gottshall would not have predicted she would spend nearly her entire legal career working for a single large law firm. In a profession with many options, and an era that often rewards job changes, Gottshall believed she would join different employers and maybe even take some time off the career fast track. Instead, Gottshall found a position that enabled her to grow and balance, and decided to stick with it.

Sometimes, says Gottshall, the best opportunity is the one you already have.

Finding Her Niche

Gottshall’s career has been a steady climb. After graduating from George Washington University Law School, she decided that moving to Chicago would be her “great life adventure,” despite the fact that she had no obvious connection to the city. She initially eschewed the largest law firms, choosing to start her legal career at a midsize firm that she hoped would provide a more appealing lifestyle. But when she was a fourth-year associate, two partners with whom she worked closely joined Katten. She moved with them to continue her career focus on employment counseling and litigation, a practice she has solidly established and now leads.

Gottshall felt drawn to employment law for the human element of the practice, and the opportunity to keep her corporate clients out of trouble but defend them if they nonetheless found themselves facing a lawsuit. At Katten, Gottshall handles a broad spectrum of employment issues, including worker mobility (e.g., non-compete implementation and enforcement); employee separations and reductions in force; worker classification and wage/ hour compliance; handbook and policy implementation; workplace investigations; and discrimination and harassment prevention. She has litigated in numerous state and federal courts at both the trial and appellate level, and before all manner of government agencies. She also acts as an impartial third-party arbitrator on the Employment Panel of the American Arbitration Association, where she has decided cases involving breach of contract; discrimination, retaliation and harassment issues; and other workplace matters.

Gottshall likes to quip that one of her most impressive professional achievements is to fly deftly under the radar, since she works hard to keep her clients on track and out of the spotlight.  Always one to look for practical solutions, she describes herself as a counselor first, an attorney second, and a litigator last. Still, she knows her way around a courtroom. She is particularly proud of a whistleblower case she argued and won before the Illinois Supreme Court – a victory that was the culmination of 11 years of work. After she prevailed in the lower court only to see the decision overturned on appeal, she sought certiorari, becoming one of seven out of 237 petitions the Illinois Supreme Court agreed to hear that session. The high court ruled unanimously in her client’s favor, marking a noteworthy victory for her client and a favorable precedent for other employers.

Gottshall finds employment law is a particularly exciting space right now, given the current remote work environment during the pandemic that has prompted employers to reimagine the workplace and what it will look like in both the near and distant future, as well as presented challenges regarding workplace safety, sick leave and furloughs and layoffs.

Mastering the Balancing Act

While the legal field continues to evolve in its support for personal life choices, Gottshall finds that women still face a constant challenge in finding the right balance. “We are called upon to take on so many roles— some that we need to do and some that we want to do,” says Gottshall. “It’s up to each person to decide how to allocate her time and navigate how much is spent on family and other pursuits, versus how much is poured into a career.”

Still, Gottshall has found Katten conducive to personal as well as professional growth. As she notes, a long tenure at a single firm allows you to build credibility and good will. Your colleagues know your work ethic and contributions, which better positions you to set boundaries and request flexibility. She encourages the use of maternity and paternity leave and other options such as Katten’s sabbatical program, designed to help promote work-life balance. “I applaud women who lean in, but also take advantage of the programs offered, especially today as companies realize they have to adapt to keep their top performers,” Gottshall said. Like most women, Gottshall tries to multi-task when she can. In fact, she once leveraged her maternity leave to take a mediation course to further her career. “Women should determine the best course for them, their families and careers.”

Gottshall appreciates opportunities like the Katten Women’s Leadership Forum that can support women attorneys’ desire to create bonds with other women and fulfill the responsibility to be a mentor.

Part of her balance also comes from using her skills in her community. For example, she has been a school board member for eight years, which she sees as an important commitment. “It’s a gratifying way to leverage my professional knowledge while giving back,” she says.

With one daughter in college and another in her senior year of high school, Gottshall and her husband are looking forward to determining what it means to be “empty nesters.” For now, they enjoy paddle sports and indulge in their passion for travel, especially visiting national parks.

“You have to be mindful of your priorities,” she said, “and look for the joy in everyday pursuits so you don’t lose sight of perspective in all the things life offers you.”

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Courtney Lee: Associate Investment Strategist, Dimensional Fund Advisors

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Courtney Lee“You can learn anything. You just have to be confident in your ability to learn,” says Courtney Lee, who has recently moved to Dimensional Fund Advisors (DFA).

Lee shares on the value of the learning curve, bridging the gap in socializing at work and taking a scaffolding approach to overcoming networking aversion.

Chasing A Steep Learning Curve

Coming out of Brown University with a business economics degree but no desire to go down the Ph.D. route, Lee found herself moving towards finance and then investment management.

She was not drawn to the idea of sales—or the outgoing, used car salesman kind of personality she associated with it—but she tried it with a friend’s referral.

“I ended up enjoying sales once I discovered how to implement my own approach” reflects Lee. “Essentially you just provide people with information and let them decide how they want to use that.”

When the steep learning curve flattened out, however, Lee grew restless and sought out an MBA from Washington University in St. Louis, so she could develop analytical skills to dive deeper into the data.

“There are a lot of factors at play that affect your investment portfolio—part of my job is to understand and communicate those factors,” says Lee. “My job is to explain complicated things in an uncomplicated manner so that people can understand it.”

Building Up Your Learning Capacity

“I look for steep learning curves,” says Lee. “I do that over and over and over again”—such as enrolling in a rotational program at State Street Global Advisors (SSGA) after business school.

“I begin new opportunities with confidence that although I don’t know much yet, I will. I have to be curious and unashamed about asking questions,” says Lee. “If something is unclear, I do not assume that my questions are dumb or that everyone knows except me. I just ask. By asking those questions early and often, I climb the learning curve.”

If she could, Lee would assure her undergrad self that it’s okay to not know what she doesn’t yet know and that she will learn most things on the job.

“What you’re learning in university is a good foundation,” she notes, “but you’re always going to have a learning curve—the gradient depends on your background and what fundamental knowledge you have.”

As a Division 1 basketball player back at Brown, she used to return pre-Covid to share her experience and perspective with student-athletes.

“I tell them that employers know that you don’t know everything,” she says. “They’re hiring you because they’re confident that you can learn and that they can teach you what you need to know to do the job.”

She recommends building up your learning capacity to lessen the curve each time—“continue building a strong foundation of relevant knowledge and skills that make climbing the learning curve easier and faster.”

Lee values mentorship for gleaning insight and knowledge from those ahead of her on the curve.

“I often use mentorship for perspective,” she says, calling on others to help her think about a situation, to check her thought processes, to ask how they would handle a decision.

“I don’t know what I don’t know,” Lee says, “but there are a lot of people who can guide me.”

Bridging the Gap

Building up camaraderie with mostly male colleagues in the office wasn’t easy in the early days when she began.

Lee noticed she wasn’t getting invited to lunches or to happy hour. Playing basketball during Friday lunch was the bridge she took to finding other common ground.

Once she connected on the basketball court, Lee began to be invited out with colleagues. Other times she simply asked to join them. While socializing has become less of an issue, Lee still feels women at her level are hampered by stuck perceptions and taboos.

“Male colleagues can go out for a drink with a male boss or a male boss’s boss without scrutiny. The same is not always true for young female professionals,” she observes.

Building Up To Enjoying Networking

Lee admits being initially resistant to networking, but the lasting relationships that she’s built at each firm are now what she finds most fulfilling.

“As an undergrad, I thought of networking as superficial and intimidating” says Lee, but her business school experience slowly broke her from this aversion.

“At Washington University in St. Louis, networking was a requirement during orientation. They made it easy and low stakes,” she recalls. “First, you were networking with your classmates. And by networking with your classmates, you’re making friends.”

Lee explains how the school took a scaffolding approach. After classmates, students were then asked to connect with alumni, who could offer valuable insight and advice. Lastly, they applied their networking skills with prospective employers.

“By the time the employers come in, you’re like I’m just connecting with people and having a one-on-one conversations,” Lee reflects. “I’m an introvert, and I felt comfortable with that.”

Even when it comes to event networking, Lee recalls valuable advice such as considering approaching a group of two or three people, rather than a group of four with no obvious space to step into.

“Others are often there for the same reason and it can be awkward, so they’re looking for you to initiate too,” she notes.

Developing Expertise and Contributing

While she loves traversing learning curves, Lee is excited to transition from a generalist to building expertise in her new position.

“I’m really excited to climb this learning curve,” she says. “It’s a new firm. It’s a new role. There’s a new investment philosophy, so all of it is very stimulating. My goals are to learn and contribute.”

During one of her rotations back at SSGA, she specialized briefly in Environmental, Social, and (Corporate) Governance (ESG) investments. She’s excited that much of this approach—such as exclusionary and inclusionary screening—is being increasingly integrated into the broader investment process throughout the industry.

Her personal donor-advised fund, a fund used solely for contributing to non-for-profits, is also invested in sustainable and impact strategies.

Growing In New Surroundings

Lee is settling in after a move from Boston to Austin, Texas for her DFA role, intent on the conscious effort to build community in a pandemic world.

Yet another learning curve Lee has launched herself into is DIY woodworking. With her move, she brought a coffee table, blanket ladder and sit-stand desk she crafted with her own hands.

“With guidance, I think I can learn how to do this,” she says, no matter what it is—and all the evidence shows she can.

By Aimee Hansen

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Jamila Houser: Deputy Chief Underwriter – Agency Lending, PGIM Real Estate

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Jamila Houser“People often say ‘if you can see it, you can be it.’ Well if you don’t see it, does that mean you can’t be it?” challenges Jamila Houser.

Houser speaks honestly on qualifying yourself, showing up as you and the challenges of leveling up while finding your balance.

Getting Into The Door

With strong natural abilities in math and science, Houser grew up thinking her job options were becoming a doctor or an engineer.

But while picking up her second undergrad degree at Georgia Tech (in engineering), she realized that designing laptop fans—her final senior test —was not the gateway to her ideal field, as a naturally outgoing people person.

After working in consulting at Accenture, she moved towards a real estate concentration in her MBA at Georgia State, which eventually launched her into 17 years of moving up through the ranks with PGIM Real Estate so far—where she loves the people, culture, challenges and opportunities.

But getting that initial foot in the door was no small feat. Her resume lacked real estate experience and 75% of the job post read like a foreign language. So Houser chose to emphasize from her daily life how she was a bright individual with genuine passion for the space, who could learn and had the energy to come in, figure things out and get stuff done.

“What skills do you think you bring to the space and what is it that interests you most about this opportunity?” Houser advises to ask, emphasizing that as women we too often mistake that we have to tick every box.

“Forget the fact that you have no experience,” she says. “How can you communicate your interest in such a way that you convince them that you are worth the investment?”

She recommends to be aware of the energy you are bringing foremost, come with clarity on what skills you offer and clearly exemplify those skills and how they will add value.

She also attributes her success to managers who had the courage to do something different and invest in knowing and growing her.

“It’s so important that when people are choosing an organization to work with, they are interviewing that manager just as much as they are being interviewed,” notes Houser. “You want to go somewhere where there are people who see value in you and are going to do their part to help ensure your success.”

If You Can’t See It, Can You Still Be It?

Houser admits feeling like an outsider when she initially entered into finance those couple decades ago. The industry appeared to be a conservative, formal and stifled male world where she didn’t belong as a warm and friendly people person.

While there are far more women and women events since she entered the industry, Houser notes that it still takes energy to network in a conference room where she is one of few people of color, let alone senior women of color.

“I think for me personally I have had to get comfortable with being uncomfortable,” she says. Houser has learned to go into new roles as who she is, not measuring her compatibility for the role by the gender, skin color, personality or approach of her predecessor.

“I may not see someone who looks like me, talks like me, sounds like me, but I still see myself in people who are in leadership,” she notes. “You get to realize you’re not that different.”

“I’ve never met a stranger. I just love people,” says Houser. “And I can empathize and understand that the people I’m dealing with are in a large part influenced by the lenses they’ve developed over time. So I can build relationships in a way that allows us to get to know each other.”

Recently, in a Zoom presentation to several heads of business, a simple smile from one gentleman amidst a screen of faces reminded her: “You’re just talking to other regular human beings. You’re here, you have something to say and they’re here to listen to you.”

Leveling Up Your Skills and Brand

“I’ve built my brand on hard work,” says Houser, coming from a line of single mothers. Her own mother completed her Ph.D. across 20 years while also working three jobs.

“Hard work, determination and persistence caused me to rise in the organization very quickly up to a certain point. The earlier promotions happened automatically,” Houser observes. “But there comes a point where those qualities alone are not enough, and moving up through senior management levels requires mastering new skills.”

Houser admits she works to rebuild proficiency and confidence each time she levels up.

“I have to be very intentional about negative speak—especially when I’m going into new positions or new opportunities,” she says of the critical inner voices familiar to many of us. “How quickly can I cut that off?”

Houser is grateful for mentors and sponsors who have witnessed and magnified her strengths as well as been able to point out her subtler blindspots or gaps… and dissolve her false concerns.

With her recent promotion, she’s been facing the common leadership growth pains of moving from the “hardworking” brand she’s confidently built her career on to redefining her value by leading and supporting others to be effective and productive.

“I hold myself to a very high standard, probably unreasonably high,” says Houser, “so when you’re shifting to no longer being the doer but now the manager, you have to tone it down. Moving from colleague, or peer, to manager is a difficult transition that I’m still mastering.”

Rather than assume how her team wants her to support them, her approach has been to get very clear on what support her team needs from her while communicating what she needs and expects from her team.

At first it was difficult not to jump in and put her hand in everything out of habit, but the sheer volume of work has shifted her towards more delegation and trust, so she can focus on where she needs to go now too.

Finding Your Authentic Expression

Houser is an outcomes-driven person who has learned across time to bridge the conversation differently with those who are more process, detail or strategy-oriented, with their own inclinations and gifts.

One of her personal journeys has been finding her authentic expression in a professional setting, and letting that move with her.

“The switch flipped for me with authenticity that I can still be myself but there’s a way to be myself at work,” says Houser, noting her husband pointed out to her that her professional self is as much a part of her wholeness as her Sunday dinner self.

“I have had to wrestle with the idea of authenticity,” says Houser, “and I think I’ve become much more comfortable that I can be who I am and express how I express. I have found the right balance where I bring my authentic self but into the work setting.”

Bringing Others Up With You

“Once it clicked that not only do I have a seat at the table, but people also look up to me,” observes Houser, “I began to take the responsibility to lift others to success very seriously.”

While she used to be focused solely on her own contribution, Houser now spends most of her time looking around to see who she can advocate for, make visible and elevate, building the close mentor relationships she herself has valued as a mentee.

“I especially champion the ones who no one is thinking about, nobody is talking about, they’re not raising their hand,” she says. “They’re fine sitting over there and doing their job every day to a very high degree.”

“That gives me so much joy,” says Houser, “using the skills, the talent, the relationships, the knowledge I’ve gained to help someone else be successful.”

Practicing Self-Care to Show Up For Others

As many women share, being passionate about her job in the remote, 24/7 availability work environment and being a mother of ten and eight year old sons who are distant learning beside her at home has made creating balance more challenging.

“I’ve found that if I don’t take care of myself, I can’t show up and be there for my staff, for my kids or my husband,” observes Houser. “So though I may want to put my hand in all these efforts and do all of these things, I need to put my own oxygen mask on first.”

She has found declaring self-care recharge days and moments for herself to be a necessary grace. She plans to cultivate more intentional quality time and movie nights with her boys.

Houser finds meditative rhythm by running in a women’s group each morning come rain or snow, and gardening continues to be a lifelong love of hers, with a future interest in helping to create urban farms.

By Aimee Hansen

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Rose-Gaëlle Belinga: Technology Associate, Morgan Stanley

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Rose Gaelle Belinga“Because I really have people’s attention, I make sure that my work speaks for itself, that people take me seriously,” says Rose-Gaëlle Belinga from Morgan Stanley.

Belinga speaks about her unique journey into software engineering and her passion for applying tech acumen to better the world.

The Power of Simple Innovation

Growing up in her family home in Yaoundé, Cameroon, Belinga was inspired towards STEM at an early age by her parents, both family trailblazers who attended university in science fields.

While inclined towards STEM, what piqued her interest in technology was a simple can opener.

When her uncle gifted her book on inventions, she was inspired to learn that the can opener was not invented until 40 years after the can, meaning that people had accepted a harder way to do things.

“Someone said there must be an easier way, and if it doesn’t exist I’m going to go ahead and invent it and everybody is going to benefit from my invention,” says Belinga.

The notion of making a big impact on lives from a simple innovation catalyzed her passion for technological innovation.

Another Kind of Language

After high school, she moved to the U.S. and attained her bachelor and master’s degree in software engineering from Auburn University, alongside a bachelor of arts from Oglethorpe.

But coming from Cameroon, where neither computers nor internet were prevalent at that time, when a professor recommended that she take his Java course, she assumed he was referring to the island in Indonesia.

When that same professor described software through the example of the plane that senses, provides data and course-corrects for the pilot, steering the plane most of the time, she saw that “software was almost the spirit in the machine” and realized tech could complement any field of interest she would have.

As a polyglot, she now counts her programming proficiency among her Bulu, English, French, and German fluency, as well as Latin, Hungarian and Spanish languages she can speak at some level.

“Programming languages also have the grammar and spelling and syntax and all,” she notes.

In 2012, she joined Morgan Stanley after first summer interning there, and loving the company culture, complexity of problems, richness of technology and mobility of opportunities inside the organization.

Leveraging Your Difference

When Belinga moved to an engineering school with 96% caucasian and mainly male student peers, her initial sense of imposter syndrome was offset by being actively supported by her student peers and a Moroccan professor who advised her to leverage her differences.

“My professor told me that when he goes into a classroom, he doesn’t know who the best students are. But when he sees a female student or person of color, they get his attention right away,” she recalls from her junior year. “That’s how my professor challenged me, not to look at being underrepresented as holding me back but as an advantage – and let my work speak for itself.”

Those words stayed with her. When she first began employment, Belinga used her voice to call out those who assumed she was part of the administrative staff rather than the engineering team. But she has never considered her gender nor ethnicity as a barrier to her possibilities.

“Instead, I am showing that the abundance mindset is a thing,” says Belinga. “I’m here for a reason, and everyone I work with knows that. I now get more responsibility than some of my colleagues because I stand out and my team knows I can deliver.”

She mentors to keep your long-term interests in mind when making job decisions – such as advising a friend against moving to a position that was perhaps a diversity quota win for the team but not the best move for him personally, or advising a mentee into a PhD track so she could arrive to her desired focus of tech research.

Technological Philanthropy

“Because I stand out,” she shares, “I try to take advantage of the platform to open the door for others, such as encouraging colleagues to go to under-served high schools to teach computer science or encouraging male colleagues to mentor female students.”

She emphasizes that it can’t just be women helping women or people of color helping people of color, but everyone can step up.

Belinga is animated by technology philanthropy, putting her tech acumen to work for the greater good, not only teaching computer science to students in locally under-served high schools in the New York/New Jersey areas, but also making tech vocations accessible in places where they have been absent.

“One thing that has always made me sad was that I had to leave my support network, my family and everything I knew in order to pursue my studies and seek a better lifestyle,” she reflects. “It would have been nice if those opportunities had been made available locally.”

So Belinga is dedicated to being a part of the change she wants to see. Volunteering in partnership with Global Code and TurnTabl, she has traveled to Ghana with fellow volunteers the last few summers, apart from this past summer.

Partnering with Global Code, they instruct a three to four week crash course which empowers the community students to envision a tech solution project to help the local community – and together they develop the prototype.

For example, due to youth urban migration for education and work, elders did not always have immediate family to call on, let alone an equivalent of 911. The students created a necklace for elderly in the village with an embedded device and three buttons, pre-programmed to make calls or send messages for support in case of falling or emergency.

The best students from the Global Code program can then apply to the Turntabl program to be placed in contract technology jobs (with mentorship) for companies in North America, Europe and Asia from their home country, without having to relocate from their families or support system, as Belinga once did.

Envisioning What is Possible

Catalyzed by her passion for technology philanthropy, one of Belinga’s interests is Augmented Reality and Virtual Reality (AR/VR), which she researches as part of an innovation program that allows employees to dedicate 20% of their time to exploring new solutions or technologies.

“Wouldn’t it be great if with a headset we could allow different people to collaborate in the same virtual room?” she asks, whether an office or in a classroom.

Along with the benefit of collaboration, 3D data visualization animates her. She imagines her nephews being able to explore a village in the rainforest or to hear someone speak her native tongue, Bulu.

She also sees the potential of AR/VR to shift how we think about the issues we need to collectively confront, such as by immersing us in the reality of places most affected by them. Her first contact with the power of AR/VR was standing in middle of Times Square as she experienced it submerged according to sea level rising scenarios.

“AR/VR has the potential to help us see how the actions we take affect other people we don’t see,” she says, “so we can build more emotional intelligence and motivate ourselves to tackle it together.”

Belinga is an active member of the FIRE movement. For her, it represents finding life hacks to make your biggest dreams (if health, wealth and time were no issue) happen in the here and now.

She is currently polishing up Pachelbel’s “Canon in D” on the violin to fulfill her brother’s wish for a public performance (it will be her first) at his wedding this summer.

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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