“I want to continue working on solutions that create a better future for generations to come,” says Daniela Shapiro. “That way, when I eventually hang up my boots, I’ll feel fulfilled knowing I helped move the ball forward.”
For Shapiro, every step of her journey has been about aligning her professional success with a broader mission to leave the world better than she found it. She shares how she aims to create a meaningful legacy through sustainable energy investing, empowering the next generation of leaders, and cultivating leadership growth that is rooted in awareness and purpose.
Powering a Purposeful Journey
Energy has defined Shapiro’s career and character. She initially approached energy in its most literal sense. “I went to college with the goal of working as an electrical engineer,” she recalls, “but I didn’t work a day in that field.” Her trajectory shifted when a professor, consulting for a private equity firm, offered her an internship. That pivotal opportunity introduced her to the world of energy finance, steering her away from the technical aspects of engineering and into the broader financial landscape of the energy sector.
The first decade of Shapiro’s career spanned private equity, a role with the Brazilian government during its energy market deregulation, and project financing at ABN-AMRO. While she started out working in oil and gas, she eventually pivoted toward renewable energy.
“I was nearly finished with my MBA at Northwestern University, which was part of an agreement I had with the bank to gain international experience, and I was expecting to return to Brazil. When they offered me the chance to be part of a newly created group focused on financing renewable energy, I jumped at it. That’s when I shifted my career fully to renewables and climate-related financing solutions.”
The 2009 financial crisis prompted another significant transition, leading Shapiro from banking to energy development. She held several executive roles, including most recently CFO of Guzman Energy. Over two decades of financing and developing energy projects, Shapiro cultivated a strong professional network that ultimately opened the door to her current position at HASI, a leading U.S. climate investment firm based in Annapolis, Maryland.
“Susan Nickey, who is our EVP and Chief Client Officer, has been an industry friend for almost twenty years, and also a mentor and advocate. When HASI was going through a planned leadership transition, I was thrilled that she put my name in the hat.”
Now, two years into her role as a Senior Managing Director, she is responsible for growing the company’s investments in distributed solar project market and expanding solutions for broader onsite and as-a-service offerings. Shapiro continues to thrive. Her blend of technical expertise, financial insight, and passion for sustainability positions her to tackle the complex challenges of clean energy, driving solutions that align with her values and vision for a more sustainable future.
Driven by Determination, Strengthened by Authentic Connections
Shapiro cites her determination and drive as key factors behind her success. “When I set my mind to something, I don’t stop until I achieve it. It may not be perfect or painless, but I don’t give up easily,” she says. This mindset has driven her to excel in demanding environments and to adapt to new challenges throughout her career.
However, Shapiro notes that sheer determination is not enough to keep moving up the ladder—equally important are the interpersonal skills and energy one brings to relationships.
“I’ve been fortunate to have people throughout my career who believed in me — cheering me on, offering advice and feedback, and making connections without me even asking. It’s incredible to have successful individuals in their own fields freely share their time and insights. For a long time, I questioned why I was lucky enough to receive that spontaneous support when others might not. But I’ve come to believe it’s about the energy you have within—the loyalty mentality that resonates with people and inspires them to invest in your success.”
Fostering authentic connections while building a professional network is another essential element of Shapiro’s success. She underscores the importance of quality over quantity and recalls how the 2009 banking crisis highlighted the power of having those genuine connections.
“People I didn’t expect to care went above and beyond to help, making introductions and offering referrals,” she says. “That experience showed me that people will be there for you if they believe in you and feel you will be there for them…it’s about knowing who your tribe is and having genuine relationships.”
Leadership Growth Through Adaptation and Coaching
As Shapiro’s career took her higher up the ladder of leadership, she found it increasingly important to evolve her leadership style, particularly as the landscape has changed since her early days in investment banking.
“Back then, the culture was hierarchal and purely bottom-line, with little emphasis on tailored motivation and individual circumstances,” she recalls. As she progressed, she recognized the importance of balancing her results-oriented mindset with softer skills.
“As I moved higher in my career, I recognized the value of awareness and empathy, understanding different perspectives, styles, and what motivates the current workforce as it’s different from when I was a young professional.”
Today, her leadership prioritizes open communication and constructive feedback. “I have been focused on rebalancing my ‘get things done’ upbringing with understanding how people receive and digest information, and how they can grow.”
Executive coaching has played a key role in refining Shapiro’s approach. “I worked with a coach for six months and it really helped me address blind spots and have the kinds of deeper conversations that catalyzed my growth.”
Coaching also taught her to embrace imperfection as part of the growth process. “As women, we often feel everything needs to be perfect before we act,” she observes. “But it’s about building momentum — get the first ball rolling and then the second and go from there. You have to embrace the process or risk giving up too soon.”
“I have a lot more work to do as a leader. And we should always feel there is plenty of work ahead of us. Progress is a happy day.”
Empowering the Next Generation
Shapiro’s career in renewable energy is driven by a profound sense of purpose.
“Once I entered this space, it became clear I wasn’t here by accident. It truly aligns with my values.” She continues, “I want to continue to work with solutions that create a better place for future generations.”
For Shapiro, collaboration and a shared sense of responsibility are key. “It’s about using my voice and building a network of collaboration that fosters the mentality of what we need to achieve. I will continue to lend my time, resources, and enthusiasm to others that are coming after, so that we keep moving the work forward.”
This focus on future impact naturally extends to her dedication to mentoring the next generation, especially empowering women in the workforce.
“I think an important legacy that we can all leave is to think about the younger generation—what they can learn from us and how we can be a helping hand to those that are just starting out.”
Shapiro acknowledges the unique challenges women face the higher they rise in leadership. “It requires sacrifices, and it’s not easy,” she notes, reflecting on her own struggles to balance work and motherhood. “There were times I felt like I wasn’t excelling in either role, but learning to silence those doubts was key to moving forward.”
By creating opportunities and fostering collaboration, Shapiro hopes to inspire a new generation of leaders who besides being highly competent in their fields, are also compassionate and committed to making a difference. “The earlier one understands the interplay of these skills, the earlier they will feel successful,” she says.
Living a Life of Meaningful Connections and Experiences
Outside of work, Shapiro’s life is centered on family and meaningful experiences. “I’m all about experiences, not things,” she says. She loves traveling, cooking, and exploring different cultures, using these activities to broaden her perspective and that of her children.
“Living in another country taught me to see the world through different lenses,” she says. “It’s not always about right or wrong but about acknowledging diverse viewpoints and finding common grounds.” This philosophy shapes how she raises her children. “We travel to show them that the privileged world we live in is just one piece of a much larger puzzle.”
These values don’t just shape her family life — they fuel her commitment to creating a better future. Whether it’s guiding her team or raising her children, Shapiro’s vision is clear: fostering excellence, empathy, collaboration, and a sense of responsibility to leave the world better for future generations.
By Jessica Robaire
International Women’s Day: Stay Focused on What Matters to You
Career Advice, Career Tip of the Week!― Pema Chödrön
It can be tough to follow arbitrary advice to be less stressed, do more self-care, and spend more time ‘sparking joy’ while writing emails and trying to eat a salad. Our advice this Women’s History Month is much like Nike’s clever advertising campaign of “You can’t win, so win”. If you want to go all the way, then go all the way in your career in Corporate America, do not let anyone tell you that you cannot succeed. We would go further and say win on your own terms, define your own success however that is to you. Know what you want and what you are ready to do and if it resonates with you to avoid stress, overwork and overwhelm in these strange times then that, too, is a message to listen to.
In a world overflowing with distractions, tapping into your own voice and ignoring nonsense is a powerful act of self-care and productivity. We take in over five times more data daily than we did in 2011 and being stricter about the scroll in our lives allows us to preserve our energy, focus on what truly matters, and build lives that are more fulfilling and less cluttered with irrelevant noise. According to experts, fear based topics like wars, erratic leaders, fear of layoffs, financial loss and reduction of rights—which seems to be our daily fare so far in 2025—creates more overwhelm and attentional bias than cat videos. Ignore the noise.
Start with You
You learn from others that inspire you and then spend time figuring out how to live your values. This year instead of the hashtags for International Women’s Day, I invite you to spend thirty minutes going deeper with yourself to figure out how to embrace what aligns with your values to create space for growth, happiness, and success.
Is the course you’re following leading you to the destination you want to reach? Are you living “outside in,” following a path where others have set the milestones and dictated how you should take each step? If this works for you, great, but if you find yourself asking “Is this it?” then consider what Bonnie Wan writes in her book “The Life Brief- A Playbook for No Regrets Living!”. She recommends “inside out” living, meaning getting real about what you want, however unconventional. And, if that means being the CEO or a dog spa owner, do everything you need to do to make it happen.
Know your Values
If you listed your values on paper, what would you write down? How would you say you lived those values? Give yourself some examples to test for accuracy as you may find you want to change words. Make your values verbs as it is in the doing of them that matters. What percentage of the time do you spend living those values?
If this feels daunting, then consider a few exercises to ensure you are spending as little as an hour per year on ensuring you know your values and are living them. Imagine you are celebrating your 100th birthday – where are you and with whom? What are you saying about what your life has looked like? What are the people around you saying in their speeches? What do you have to do now to make that a reality?
Increase your Mental Clarity
When we stop allowing ourselves to be distracted by trivial matters or irrelevant opinions, we free up mental space for things that truly require our attention. Focusing on what’s important helps us sharpen our thoughts, increase clarity, and make better decisions. Ignoring nonsense isn’t just about avoiding distractions; it’s about consciously choosing where to direct our energy. It is about being mindful and intentional about what we are doing but moreover, why we are doing it. Ignoring unproductive conversations or toxic comments allows us to maintain control over our reactions, helping us stay calm, composed, and more emotionally resilient in difficult situations. We can spend the time building trust with our colleagues so that we can get to a place of saying and hearing hard things and having radical candor.
Time is our most valuable resource. Every minute spent on trivial or irrelevant matters is a minute taken away from what truly matters. By ignoring nonsense, we reclaim that time and can devote it to more meaningful and productive activities—whether it’s pursuing personal goals, focusing on work, or spending quality time with loved ones. By being selective with your attention, you can cultivate relationships that matter and spend time on people and experiences that energize you. Not everything deserves your time and energy. Recognize what’s important and focus on it. Whether it’s in your personal life, at work, or online, ask yourself: Is this worth my attention? If the answer is no, let it go.
Instead spend time reminding yourself of your personal and professional priorities. This helps you keep perspective and make decisions about where to focus your time and energy. When nonsense arises, you can quickly assess if it aligns with your goals or if it’s something you can afford to ignore. Social media is a breeding ground for nonsense. Whether it’s heated debates, inflammatory opinions, or people airing personal grievances, it’s easy to get sucked into the drama. Consider taking regular breaks from social media or curating your feeds to include only meaningful content.
Strengthen Your Confidence by Being True to Yourself
Letting go of the urge to please everyone or respond to every negative comment builds self-assurance. By ignoring what doesn’t align with our values or doesn’t contribute to our growth, we assert our boundaries and reinforce our self-worth. Over time, this enhances our confidence and makes it easier to focus on our goals without being derailed by irrelevant opinions.
Of course, there are times when engagement is necessary—whether it’s addressing genuine concerns, advocating for yourself, or standing up for others. The key is knowing when something is worth your time and when it’s just noise. When in doubt, pause and evaluate the potential impact of engaging.
At the end of the day, success—however you define it—begins with clarity, confidence, and the courage to ignore the noise. By tuning out distractions and aligning your actions with your values, you create a path that is both fulfilling and sustainable. So, as you move forward, ask yourself: What truly deserves your time? What will you let go of to make space for what matters?
Define your own version of winning—and go all in.
Work with us as you navigate your career. Coaching starts at $300 per session and we offer a fifteen-minute exploratory needs call for assessing how we can help you and for a chemistry fit. Book HERE
By Nicki Gilmour, founder and CEO of theglasshammer.com and Evolved People Coaching
Pamela Codo-Lotti: Partner, Global Chief Operating Officer of Shareholder Activism Defense, Goldman Sachs
People, Voices of ExperienceResilient and driven, Codo-Lotti is continually inspired by the values her parents instilled in her from a young age. As a newly minted partner at Goldman Sachs, she has embraced challenges with relentless determination, a strong intellectual curiosity, and an unwavering commitment to her clients and colleagues. From her early love of numbers and education to her passion for mentorship and financial independence for all, Codo-Lotti shares how persistence and purpose are central to her journey.
From Associate to Partner
Fueled by an early interest in numbers and giving advice, Codo-Lotti found a career in finance to be the perfect fit. After moving to the U.S. from France to earn her MBA at the Wharton School of Business, Codo-Lotti joined Goldman Sachs as an Associate. Over the next two decades, she rose through the ranks up to her recent promotion to partner.
“It was a great moment because it’s a recognition by your peers and by your clients, of all your hard work,” she reflects. “I look forward to continuing to focus on building a stronger business, giving advice to more clients, and mentoring more people.”
For Codo-Lotti, the partner title is not just an accolade but a platform to amplify her impact. “As a senior leader, I have a deep understanding of the firm, allowing me to offer practical guidance and support to others in achieving success.”
Codo-Lotti credits her natural curiosity as an important element in her career evolution. “Finance is an expansive and ever-evolving field, and there’s always more to learn. Curiosity drives me — I’m constantly reading, exploring, and deepening my understanding of different areas, even in my current role.”
A Foundation of Education and Determination
Codo-Lotti notes how her insatiable curiosity and determination are rooted in her childhood and the inspiration of her parents, whom she considers trailblazers.
“They came from a small African country, Benin, and were sent to study in France on merit-based scholarships. They always told us, ‘Your brain is the most important thing. Nurture it.’ They went out of their way to get us to the best schools, no matter what.”
Her parents’ determination to give her a solid educational foundation was equally matched by Codo-Lotti’s internal drive. She highlights this quality as an important element to her success.
“There is a little white dog in a famous French cartoon named Idefix (“Idee Fixe”), which literally means ‘fixed idea.’ My dad nicknamed me that because even from a young age, when I want something, I go after it. Persistence and staying focused on the end goal really helped me in my career and got me through difficult and challenging moments.”
An Empathetic Approach
“People often tell me that I’m very empathetic,” she says. “It has been a tremendous asset because my clients know that I genuinely care. When someone has a problem, I really want to find a way to help. I think it has played a significant role in my career.”
Empathy also shapes Codo-Lotti’s leadership style. She explains, “In a team there will inevitably be a lot of opinions, so it is important to understand where people are coming from and what they’re looking to achieve.”
In addition, she tries to be intentional about being accessible to her team, recognizing that as she becomes more senior, the perception of her availability and approachability may change. “It’s important for me to spend time with my team at work, but also making sure we connect informally, whether for a quick coffee catch-up or dinner.”
Mentorship Advice
Beyond the inspiration of her parents, Codo-Lotti points to the guidance of mentors as integral to her career development. Now as a mentor to others, she advises, “the most important thing is to trust yourself and not shut down your own voice. While advice from mentors is important, they succeeded based on who they are. What works for them may not work for you.”
She continues, “what I tell people is that I will give you advice and tell you what I think is best, but at the end of the day you have your own instincts, and you have to see if that fits with who you are and what you want to do.”
When it comes to fostering mentoring relationships, Codo-Lotti encourages taking initiative. “Sometimes you have to take chances. Whenever I worked with someone who impressed me, I put time on their calendar and introduced myself. Sometimes you click, sometimes you don’t, but when you do, you invest in that relationship.”
Finding Strength in Uniqueness Through Executive Coaching
Executive coaching has played a pivotal role in Codo-Lotti’s growth, particularly in embracing her uniqueness while leveling up her communication skills. “I’m a French native speaker; English is my second language. When I came to the U.S., it took me a while to view my accent not as a disadvantage, but as something that made me unique.”
Coaching helped her refine her communication. “I focused on how I could be more structured, more powerful, more impactful—so that the accent became a strength. The firm provided me with a coach who helped me work on my communication and presentation style, which really made a difference. I also found having an external perspective, someone who listens and helps you understand how others hear you, to be invaluable.”
Committed to Education and Financial Independence for Women
Looking ahead, Codo-Lotti is passionate about uplifting the next generation. As a senior leader at Goldman Sachs, she emphasizes, “I hope to help a lot of talented and diverse junior bankers succeed.”
Codo-Lotti looks to extend that impact beyond Goldman Sachs through her work with the Jeremiah Program, which helps single mothers return to college. As a member of the board, Codo-Lotti is thrilled to be a part of the program’s mission.
“By supporting single mothers in pursuing their education, there is an opportunity to break the cycle of poverty across two generations — empowering both mother and child, so she doesn’t have to choose between her education, financial stability, and caring for her family.”
As a mother of a young family, Codo-Lotti finds joy in watching their intellectual curiosity take shape. “It’s fascinating to watch my children grow into their own as human beings. My husband and I love seeing their minds expand, even when it means that they start beating us at board games. It’s a reminder of how quickly they’re learning and evolving.”
Just as she was encouraged to nurture her mind and embrace learning, Codo-Lotti is committed to passing that mindset forward — both at home and in her broader mission to empower others.
By Jessica Robaire
Living Intentionally: How an Executive Coach Can Guide You Toward a More Purposeful Life
Career Advice, Career Tip of the Week!We are living in volatile, uncertain, complex and ambiguous times regardless of who you are and what you believe. Finding Zen can be elusive as we try not have jitters around markets, layoffs, job hunting, inflation and future client revenue pipelines. It’s easy to get caught up in the whirlwind of tasks, deadlines, and constant decision-making. For many executives, and perhaps working mothers (and fathers) most of all, the demands of their roles leave little time for reflection or intentional action. Yet, living intentionally—aligning daily choices with long-term values and goals—is one of the most powerful ways to achieve personal fulfillment, effective leadership, and career success.
But how does one begin to live intentionally in the midst of a demanding and often chaotic life? The answer lies in self-awareness, strategic planning, and conscious decision-making. An executive coach can play a pivotal role in guiding leaders through this process, helping them not only survive the daily grind but thrive with purpose and direction.
What Does It Mean to Live Intentionally?
Living intentionally is about making conscious choices that align with your values, long-term vision, and goals. It involves setting clear priorities, staying focused on what matters most, and avoiding distractions that do not contribute to your overall purpose. Instead of letting life happen to you, living intentionally means actively creating the life you want, one decision at a time. Work with our coaches [book here] to help you with the following:
Living intentionally is not just about career success—it’s about creating a life that feels aligned and authentic. For executives, this might mean fostering healthier relationships, improving work-life balance, and contributing meaningfully to the larger organization or community.
How an Executive Coach Can Help You Live Intentionally
An executive coach is a trained professional who works one-on-one with leaders to help them achieve their personal and professional goals. Through a combination of coaching techniques, feedback, and structured exercises, an executive coach can help you clarify your vision, set strategic goals, and create actionable plans for achieving those goals. Here’s how an executive coach can specifically help you live more intentionally:
1. Clarifying Your Values and Vision
One of the first steps in living intentionally is having a clear understanding of your values and vision. Many executives are so focused on day-to-day operations that they haven’t taken the time to articulate what truly matters to them, both personally and professionally. An executive coach can guide you through exercises that help you clarify what you value most, whether that’s innovation, integrity, family, or something else.
Once your values are clear, your coach will help you create a vision for the future that aligns with these values. This vision becomes your compass for making decisions and setting goals, ensuring that every action you take moves you closer to your desired outcome.
2. Setting and Achieving Meaningful Goals
Setting goals is essential for living intentionally, but it’s equally important to ensure that these goals are meaningful and aligned with your long-term vision. An executive coach can help you set both big-picture and smaller, actionable goals. By breaking down large goals into manageable steps, your coach ensures that you stay on track and focused on what truly matters.
Additionally, your coach will help you avoid the trap of setting goals based on external pressures or fleeting desires. Instead, your goals will be rooted in your values and long-term vision, making them more likely to lead to fulfillment and lasting success.
3. Developing Strong Decision-Making Skills
Intentional living requires making decisions that reflect your values and move you closer to your goals. However, executives often face numerous decisions daily, and the sheer volume can lead to decision fatigue or reactive decision-making. An executive coach helps you develop the skills necessary to make decisions that are thoughtful, deliberate, and aligned with your larger objectives.
Your coach will help you create frameworks for evaluating decisions, ensuring that you prioritize what matters most. This process helps you avoid being swept along by external pressures and stay true to your vision.
4. Enhancing Time and Energy Management
For many executives, time is their most precious resource, and managing it effectively is crucial to living intentionally. An executive coach will work with you to assess how you currently spend your time and identify areas for improvement. They can help you establish priorities, delegate tasks more effectively, and create strategies for eliminating distractions and minimizing time-wasting activities.
By optimizing how you manage your time and energy, you free up resources to focus on the activities that truly drive your success and align with your purpose.
5. Improving Self-Awareness and Emotional Intelligence
Self-awareness is at the heart of intentional living. Understanding your strengths, weaknesses, emotional triggers, and behavioral patterns allows you to make more informed decisions and respond thoughtfully to challenges. An executive coach helps you increase your self-awareness by offering feedback, encouraging reflection, and guiding you through tools like emotional intelligence assessments.
By improving your emotional intelligence, you become better equipped to handle high-pressure situations, build stronger relationships, and lead with authenticity. This, in turn, contributes to a more intentional approach to leadership and life.
6. Creating Accountability and Sustainable Change
Living intentionally requires ongoing effort and commitment. An executive coach provides you with the accountability needed to stay on course, ensuring that you continue to make progress toward your goals. Your coach helps you set milestones, track your progress, and celebrate successes along the way.
Furthermore, a coach encourages you to reflect on your challenges and setbacks, learning from them and adjusting your approach as necessary. This continuous cycle of reflection and adaptation ensures that living intentionally becomes a sustainable practice, not just a one-time goal.
The Power of Intentional Leadership
Living intentionally is a transformative way of approaching both life and leadership. For executives, the demands of leadership can often push intentionality to the backburner, but making deliberate choices aligned with your values and long-term vision is the key to sustaining success, happiness, and personal fulfillment.
An executive coach can be an invaluable partner in this journey, offering clarity, guidance, and support to help you create a life that reflects your highest aspirations. Whether you’re looking to refine your decision-making, manage your time more effectively, or develop deeper self-awareness, working with a coach can provide the tools and accountability you need to live and lead with intention.
By investing in intentional living, executives can build more balanced, impactful careers while enjoying greater satisfaction and well-being in both their professional and personal lives.
By Nicki Gilmour, executive and leadership coach, founder and CEO of theglasshammer.com
Julie Burger: Co-Head of Public Finance, Wells Fargo
People, Voices of ExperienceFor nearly two decades, Burger has dedicated her career to public finance, crafting a path defined by hard work, meaningful connections, and a passion for tangible impact. From her very first internship at Bank of America, she realized she had found the right fit—a field that blended challenge and purpose in ways that resonated deeply.
“I loved public finance,” Burger reflects. “It’s been my career since day one. Starting as an analyst, I worked incredibly hard to learn, grow, and show that I was willing to work harder than anyone else. That’s been a central theme in my career— dedicating myself fully and relentlessly to everything I do.”
In 2011, Burger joined Wells Fargo during a pivotal moment when the firm was in a building phase. “I had the chance to help build our transportation public finance practice from the ground up,” she recalls, noting how much she enjoys collaborating with her clients and colleagues on meaningful projects.
Her unwavering tenacity and passion didn’t go unnoticed. Two years ago, she was named Co-Head of Public Finance. “It was a challenge and an opportunity,” she says. “Public finance needs more women leaders, and I felt I owed it to myself and others to step up. It’s been incredibly rewarding.”
In her leadership role, Burger, alongside her co-lead, has guided her team to remarkable success, achieving a top-five ranking as senior manager of negotiated issuance in the municipal market. “I’m incredibly proud of what we’ve built; it’s the result of the team’s hard work and dedication,” she says.
The Tangible Impact of Public Finance
One of the reasons Burger remains passionate about her work is its visible, lasting impact. “Public finance is about infrastructure—the roads we drive on, the hospitals we visit, the colleges we attend,” she explains. “It’s tangible. When we work on a project, we’re helping to build something, which isn’t always the case in every area of finance.”
From bridges in Pennsylvania to a new street lighting system in the District of Columbia, Burger finds inspiration in being part of something bigger than herself. “Infrastructure is vital—it shapes how people move, access clean water, and build their communities,” she says.
Hard Work, Empathy, and Embracing Change
Reflecting on her success, Burger credits a few core principles. “Be willing to put in a lot of hard work. When you put in the effort, people notice—your boss, your clients, your colleagues. It makes a difference,” she says.
Burger also points to being kind and empathetic as important in her career. “Sometimes women feel they can’t be empathetic because it might seem like a weakness. I think the opposite. Empathy is a strength. I came up the ranks, so I understand what it’s like to be a junior analyst or a woman trying to succeed in this business.”
In addition, Burger highlights being solution oriented. “It’s about being thoughtful in how I serve my clients and delivering the absolute best results. I care deeply about the people I work with, and that drives everything I do.”
While hard work, empathy, and being solution-oriented have been her guiding principles, Burger candidly admits that embracing change has not come as naturally—but it’s a skill she’s intentionally developed to grow and succeed.
“I’m not someone who loves change,” she confesses. “But one of the best pieces of advice I got—and now share—is to push yourself out of your comfort zone. Challenges can be scary because inevitably they involve change, but it leads to growth. It’s about taking calculated risks and being okay with change when you know it can lead to something better.”
The Player-Coach Approach
Throughout her career, Burger has refined her leadership style, finding that the player-coach approach aligns best with her strengths. “I’ve always loved working with clients—solving problems, delivering solutions. When I took on this role, I didn’t want to lose that connection,” she explains. “I still actively work with clients, and I think my team appreciates that I understand what it’s like to be in the trenches.”
She believes in leading by example. “It’s not about telling people what to do—it’s about showing them. I’ve worked under some great leaders who stayed close to the work, and I’ve tried to emulate that.”
In addition to being intentional about the kind of leader she wants to be, Burger also emphasizes the value of creating a positive team culture. “Nobody succeeds alone. I want my team to understand that being a good teammate is key to success—not just for themselves, but for everyone.”
Mentorship is a Responsibility
At Wells Fargo, Burger continues to look for opportunities to give back and support the next generation of leaders, whether through formal arrangements like the Women Go Far initiative or informally within her team. She sees mentorship as a responsibility, especially for women leaders.
“It’s important for women leaders to pay it forward—that’s how we ensure the next generation of women rises to leadership. Whether it’s mentoring junior professionals or collaborating with peers, sharing lessons learned and lifting each other up is essential to building a stronger, more inclusive future.”
Finding Balance
Outside of work, Burger has found ways to unwind and maintain perspective—something she acknowledges she didn’t prioritize earlier in her career. “One thing I’d probably tell my younger self is to do a better job at work-life balance,” she reflects. “I was very focused on work and succeeding, but it’s important to have that balance. It makes you better, more grounded, and centered.”
Yoga has been one of the ways she achieves that balance. “I’ve gotten into yoga over the last few years. It’s a great way to de-stress and spend an hour without a phone, just focusing on the moment.”
A lifelong sports fan, Burger spends her Sundays immersed in football. “People know not to bother me from 1:00 to 7:00,” she laughs. She’s also passionate about animals and finds fulfillment volunteering at a local shelter, giving back to a cause she’s always cared about.
By Jessica Robaire
Daniela Shapiro: Senior Managing Director, HASI
People, Voices of ExperienceFor Shapiro, every step of her journey has been about aligning her professional success with a broader mission to leave the world better than she found it. She shares how she aims to create a meaningful legacy through sustainable energy investing, empowering the next generation of leaders, and cultivating leadership growth that is rooted in awareness and purpose.
Powering a Purposeful Journey
Energy has defined Shapiro’s career and character. She initially approached energy in its most literal sense. “I went to college with the goal of working as an electrical engineer,” she recalls, “but I didn’t work a day in that field.” Her trajectory shifted when a professor, consulting for a private equity firm, offered her an internship. That pivotal opportunity introduced her to the world of energy finance, steering her away from the technical aspects of engineering and into the broader financial landscape of the energy sector.
The first decade of Shapiro’s career spanned private equity, a role with the Brazilian government during its energy market deregulation, and project financing at ABN-AMRO. While she started out working in oil and gas, she eventually pivoted toward renewable energy.
“I was nearly finished with my MBA at Northwestern University, which was part of an agreement I had with the bank to gain international experience, and I was expecting to return to Brazil. When they offered me the chance to be part of a newly created group focused on financing renewable energy, I jumped at it. That’s when I shifted my career fully to renewables and climate-related financing solutions.”
The 2009 financial crisis prompted another significant transition, leading Shapiro from banking to energy development. She held several executive roles, including most recently CFO of Guzman Energy. Over two decades of financing and developing energy projects, Shapiro cultivated a strong professional network that ultimately opened the door to her current position at HASI, a leading U.S. climate investment firm based in Annapolis, Maryland.
“Susan Nickey, who is our EVP and Chief Client Officer, has been an industry friend for almost twenty years, and also a mentor and advocate. When HASI was going through a planned leadership transition, I was thrilled that she put my name in the hat.”
Now, two years into her role as a Senior Managing Director, she is responsible for growing the company’s investments in distributed solar project market and expanding solutions for broader onsite and as-a-service offerings. Shapiro continues to thrive. Her blend of technical expertise, financial insight, and passion for sustainability positions her to tackle the complex challenges of clean energy, driving solutions that align with her values and vision for a more sustainable future.
Driven by Determination, Strengthened by Authentic Connections
Shapiro cites her determination and drive as key factors behind her success. “When I set my mind to something, I don’t stop until I achieve it. It may not be perfect or painless, but I don’t give up easily,” she says. This mindset has driven her to excel in demanding environments and to adapt to new challenges throughout her career.
However, Shapiro notes that sheer determination is not enough to keep moving up the ladder—equally important are the interpersonal skills and energy one brings to relationships.
“I’ve been fortunate to have people throughout my career who believed in me — cheering me on, offering advice and feedback, and making connections without me even asking. It’s incredible to have successful individuals in their own fields freely share their time and insights. For a long time, I questioned why I was lucky enough to receive that spontaneous support when others might not. But I’ve come to believe it’s about the energy you have within—the loyalty mentality that resonates with people and inspires them to invest in your success.”
Fostering authentic connections while building a professional network is another essential element of Shapiro’s success. She underscores the importance of quality over quantity and recalls how the 2009 banking crisis highlighted the power of having those genuine connections.
“People I didn’t expect to care went above and beyond to help, making introductions and offering referrals,” she says. “That experience showed me that people will be there for you if they believe in you and feel you will be there for them…it’s about knowing who your tribe is and having genuine relationships.”
Leadership Growth Through Adaptation and Coaching
As Shapiro’s career took her higher up the ladder of leadership, she found it increasingly important to evolve her leadership style, particularly as the landscape has changed since her early days in investment banking.
“Back then, the culture was hierarchal and purely bottom-line, with little emphasis on tailored motivation and individual circumstances,” she recalls. As she progressed, she recognized the importance of balancing her results-oriented mindset with softer skills.
“As I moved higher in my career, I recognized the value of awareness and empathy, understanding different perspectives, styles, and what motivates the current workforce as it’s different from when I was a young professional.”
Today, her leadership prioritizes open communication and constructive feedback. “I have been focused on rebalancing my ‘get things done’ upbringing with understanding how people receive and digest information, and how they can grow.”
Executive coaching has played a key role in refining Shapiro’s approach. “I worked with a coach for six months and it really helped me address blind spots and have the kinds of deeper conversations that catalyzed my growth.”
Coaching also taught her to embrace imperfection as part of the growth process. “As women, we often feel everything needs to be perfect before we act,” she observes. “But it’s about building momentum — get the first ball rolling and then the second and go from there. You have to embrace the process or risk giving up too soon.”
“I have a lot more work to do as a leader. And we should always feel there is plenty of work ahead of us. Progress is a happy day.”
Empowering the Next Generation
Shapiro’s career in renewable energy is driven by a profound sense of purpose.
“Once I entered this space, it became clear I wasn’t here by accident. It truly aligns with my values.” She continues, “I want to continue to work with solutions that create a better place for future generations.”
For Shapiro, collaboration and a shared sense of responsibility are key. “It’s about using my voice and building a network of collaboration that fosters the mentality of what we need to achieve. I will continue to lend my time, resources, and enthusiasm to others that are coming after, so that we keep moving the work forward.”
This focus on future impact naturally extends to her dedication to mentoring the next generation, especially empowering women in the workforce.
“I think an important legacy that we can all leave is to think about the younger generation—what they can learn from us and how we can be a helping hand to those that are just starting out.”
Shapiro acknowledges the unique challenges women face the higher they rise in leadership. “It requires sacrifices, and it’s not easy,” she notes, reflecting on her own struggles to balance work and motherhood. “There were times I felt like I wasn’t excelling in either role, but learning to silence those doubts was key to moving forward.”
By creating opportunities and fostering collaboration, Shapiro hopes to inspire a new generation of leaders who besides being highly competent in their fields, are also compassionate and committed to making a difference. “The earlier one understands the interplay of these skills, the earlier they will feel successful,” she says.
Living a Life of Meaningful Connections and Experiences
Outside of work, Shapiro’s life is centered on family and meaningful experiences. “I’m all about experiences, not things,” she says. She loves traveling, cooking, and exploring different cultures, using these activities to broaden her perspective and that of her children.
“Living in another country taught me to see the world through different lenses,” she says. “It’s not always about right or wrong but about acknowledging diverse viewpoints and finding common grounds.” This philosophy shapes how she raises her children. “We travel to show them that the privileged world we live in is just one piece of a much larger puzzle.”
These values don’t just shape her family life — they fuel her commitment to creating a better future. Whether it’s guiding her team or raising her children, Shapiro’s vision is clear: fostering excellence, empathy, collaboration, and a sense of responsibility to leave the world better for future generations.
By Jessica Robaire
5 Strategies for Transitioning Back to Work After a Career Break
Career Advice, Career Tip of the Week!1. Reflect on Your Values
Before diving back into the job market, take a moment to reflect on your values. Having time away from the day-to-day tasks of the work week can provide perspective on what truly matters to you, and aligning your next role with your values can lead to greater satisfaction and fulfillment. You may have a clear idea of what your values are, or you may need to ask yourself some reflective questions to get to the heart of what you hold most dear. Some ideas include:
Once you are clear about what is most important to you, consider creating a values-based checklist to guide your job search. For instance, if flexibility is important to balance family responsibilities, prioritize companies with remote or hybrid work options. If meaningful work is a priority, explore organizations whose missions align with your passions. Defining these criteria early can help you focus your search and identify roles that resonate with you. This intentional approach ensures that your next career move is not just a return to work but a step toward a more fulfilling professional journey.
2. Own Your Career Narrative
Reframing your career break as a period of growth is a vital step. Reflect on the transferable skills you have gained while away from the traditional work force. Managing a household, volunteering, or pursuing personal projects often involves problem-solving, time management, and leadership. In fact, recent research from Harvard Business Review points to how care work can build invaluable skills like empathy, efficiency, and tenacity that benefit employers.
Develop a concise and compelling story that connects these experiences to the position you are seeking. For example, organizing a community event or fundraiser highlights project management, teamwork, and the ability to meet deadlines under pressure. Similarly, mediating family conflicts or managing caregiving responsibilities showcases emotional intelligence, problem-solving, and adaptability — critical skills that are highly valued in professional environments. Practice articulating this narrative, emphasizing how your time away prepared you to tackle new challenges with resilience and perspective. This approach demonstrates self-awareness and positions you as a candidate with a well-rounded skill set.
3. Update Your Skills and Knowledge
Staying current in your field is essential, particularly in fast-changing industries. A 2023 LinkedIn report highlights that professionals who proactively invest in their skills are better positioned to seize new opportunities. Furthermore, if reflecting on your values leads you to consider a career pivot, focusing on areas where you can build knowledge becomes especially important. Begin by conducting a skills audit or a personal SWOT analysis (Strengths, Weaknesses, Opportunities, Threats) to pinpoint your strengths and identify areas where further knowledge or development could enhance your career prospects.
Whether re-entering your current field or trying something new, think about enrolling in online courses through platforms like Coursera, Udemy, or LinkedIn Learning, which offer flexible, self-paced courses. If you are aiming for formal credentials, consider certification programs offered by universities or professional organizations. Additionally, stay informed by subscribing to industry publications, attending webinars, or participating in workshops.
4. Rebuild and Leverage Your Network
Networking remains one of the most effective strategies for finding new opportunities. Although a good first step is to reconnect with former colleagues, mentors, and peers, research shows it is important to broaden and diversify your digital social network beyond the circle of those you know well to the more infrequent, arm’s-length relationships with acquaintances. These “moderately weak” ties can be more beneficial than you think when looking to leverage your network.
Start by updating your LinkedIn profile to reflect your current career goals and highlight any new skills or experiences gained during your break. Decide if you want to use the “Career Break” feature on LinkedIn that allows you to articulate those periods when you were away from the paid workforce. Reach out to contacts individually, expressing your interest in returning to work and asking for guidance. Attend professional events, conferences, or local meetups to expand your network further.
If networking feels daunting, consider working with a career coach to develop effective strategies and build confidence. Additionally, joining industry-specific online groups or forums can help you engage in discussions, share insights, and establish your professional presence. Networking isn’t just about job leads; it’s about cultivating meaningful relationships that support your long-term growth.
5. Work with a Career Coach
Navigating a return to the workforce can feel overwhelming, but setting realistic, actionable goals can make the process more manageable. Define what success looks like for you in both the short and long term, whether it’s securing a full-time role, gaining experience through a returnship, or pivoting into a new industry.
A career coach can help you think about the smaller, achievable steps it will take to reach the broader goal of transitioning back into the paid workforce. They provide a safe space to explore what is most meaningful to you in this transition while offering the accountability and focus necessary to keep the momentum moving forward. Beyond practical guidance, a coach can help you build confidence and navigate challenges, making the transition smoother and more rewarding.
Remember, this process is not just about finding a job — it’s about finding the right job that aligns with your skills, values, and aspirations. Setting clear goals and seeking professional support can help you create a purposeful and fulfilling career path.
If you are looking for expert support in navigating this transition, Book Here for an exploratory call to work with one of our leadership coaches.
Redefine Your Career, Your Way
Returning to the workforce after a break isn’t just about picking up where you left off—it’s an opportunity to redefine your career in ways that align with your current goals and values. By reflecting on your priorities, owning your narrative, investing in skill development, leveraging your network, and working with a career coach, you can turn this transition into a fulfilling and transformative experience. Every career break holds the potential for a remarkable comeback. With determination and a clear strategy, this chapter can mark the start of a fulfilling and purpose-driven career.
By Jessica Robaire
Work With an Executive Coach in 2025 to Help You Reach Your Full Potential
Career Advice, Career Tip of the Week!Unlike traditional mentorship, which typically involves guidance from a senior leader in the same field, executive coaching is a structured, one-on-one process that is specifically designed to address the unique needs and goals of the individual executive.
By working with an executive coach, leaders gain a valuable partner in navigating the complexities of their roles and achieving both personal and professional growth. Every month in 2025 theglasshammer.com will publish career articles focusing on key areas that matter most, drawing from our expertise as coaches and learning professionals. If you’re interested in hiring us as your coach, please refer to the details at the end of the article.
The focus of executive coaching can vary depending on the client’s needs, but generally includes areas such as:
Enhancing Leadership Skills
Many people are unsure of what a coach does, and the answer often depends on the coach’s experience, skills, and focus. A leadership coach, in particular, specializes in helping you gain a deeper understanding of your leadership style while partnering with you in finding strategies to enhance your effectiveness. For instance, you might work on:
By enhancing these and other leadership skills, an executive coach ensures you’re well-equipped to guide your team, make sound decisions, and manage complex challenges.
Developing Self-Awareness
Self-awareness is a cornerstone of effective leadership. To be truly impactful, leaders must understand their strengths, weaknesses, values, and behaviors. This is where an executive coach plays a pivotal role. Through deep, reflective conversations and assessments, coaches help you gain greater clarity on how you show up as a leader. They guide you in identifying:
By becoming more self-aware, you can make more informed decisions, improve relationships, and enhance your impact as a leader.
Improving Communication and Influence
One of the most crucial skills for any executive is the ability to communicate effectively. Whether you’re addressing your team, managing stakeholders, or negotiating with clients, the way you communicate can significantly impact your success. An executive coach can help you:
Improved communication can help you inspire action, align teams, and influence key stakeholders, leading to better outcomes for both you and your organization.
Navigating Complex Decisions
Executives often face difficult, high-stakes decisions that impact not only their careers but also the direction of their organizations. The pressure to make the “right” decision can be overwhelming, especially when choices are complex and outcomes are uncertain. An executive coach helps you navigate these decisions by:
By helping you make more informed, strategic decisions, an executive coach ensures that you can confidently lead your organization through challenges and capitalize on opportunities.
Work-Life Balance and Stress Management
The demands of executive leadership can lead to burnout if not properly managed. Long hours, constant pressure, and high expectations can leave little time for personal care and relaxation. However, maintaining a healthy work-life balance is essential for sustainable success. An executive coach helps you:
By prioritizing well-being and stress management, you can sustain your leadership effectiveness while enjoying a more balanced, fulfilling life.
Accountability and Motivation
One of the most valuable aspects of executive coaching is the accountability it provides. Setting goals and making positive changes can be challenging, especially when juggling the demands of leadership. A coach acts as an accountability partner, keeping you on track and motivated.
The Power of Executive Coaching
An executive coach provides invaluable support for professionals looking to enhance their leadership abilities, navigate complex decisions, improve communication, and achieve a better work-life balance. With personalized guidance, actionable strategies, and ongoing accountability, an executive coach helps you unlock your full potential and achieve sustainable success. Whether you’re an emerging leader or a seasoned executive, or a early or mid-level professional, coaching can elevate your performance and transform your career. We will support you and challenge you in equal measure- for all the right reasons.
Investing in an executive coach is an investment in your future, helping you become the leader you aspire to be while thriving both professionally and personally.
We have a cadre of coaches that specialize in different areas. Book Here for an exploratory call. Packages start at $2,500.
By Nicki Gilmour, founder and CEO of theglasshammer.com and executive leadership coach
Alexandra Wilson-Elizondo: Partner, Co-Chief Investment Officer of Multi-Asset Solutions (MAS), Goldman Sachs Asset Management
People, Voices of ExperienceWilson-Elizondo reflects on what makes her passionate about the financial industry, how she leveled up her leadership, and her commitment to growth for herself, her team, and the business.
From Adversity to Impact
Wilson-Elizondo’s professional journey is deeply intertwined with personal experiences that shaped her aspirations. Born into a family with roots in Argentina, Wilson-Elizondo learned early on how economic upheaval can have life-changing consequences.
“Growing up, I witnessed firsthand how when resources are not distributed appropriately, it can lead to really negative outcomes,” she recalls. “Seeing my family members’ savings go to zero overnight and not having access to funds—the trauma and impact that had on their lives — left an indelible impression on me.”
These early observations, coupled with her mother working in international trade finance, sparked Wilson-Elizondo’s drive to study economics in college.
“I wanted to get an understanding of how one can distribute resources in an economy for the benefit of multiple people and the broader society.”
However, the timing of her graduation from Haverford College — in 2008, during the global financial crisis — was less than ideal.
“I thought I’d graduate straight into a glorious job on Wall Street,” she admits with a laugh. Instead, Wilson-Elizondo’s first role involved answering calls from Spanish-speaking 401(k) participants seeking hardship withdrawals. “It was a challenging time, but it taught me invaluable lessons about saving, investing, and the real-life impact of economic downturns,” she says.
Wilson-Elizondo’s career steadily progressed. She honed her expertise in fixed-income markets and built a reputation for innovative investment strategies that benefitted both retail and institutional investors. Three years ago, she joined Goldman Sachs as Head of Funds and Models before rising to her current role as Co-Chief Investment Officer. Recently, she celebrated another milestone: becoming a partner at the firm.
Leveling Up
Wilson-Elizondo credits taking a long-term view and being resilient as the main attributes for success at work. She also advises professional women starting in their careers to have an entrepreneurial mindset.
“Build things, do not wait for people to assign things to you. Continue to constantly learn about what you’re interested in; being an expert is always a good thing, and it will help your career.”
She notes while sponsors are definitely in the mix and useful, it is also about being proactive in your career and not just waiting for someone to “pull you up” or for perfection to move ahead.
“Sometimes women can be focused on being perfect and not wanting to fail they don’t just go for it and see what can be learned in the attempt. It’s okay to not be perfect. As my mom likes to say, perfection is the enemy of good — you have to go for it.”
Networking Matters
For Wilson-Elizondo, networking is key as not only does it help build communities of support, but it can even lead to the next great opportunity, as it did for her in joining Goldman Sachs.
“This is a people business. I cannot impress enough the importance of having a network, but it’s not just about the quantity. The quality of the connections matter just as much.”
Wilson-Elizondo sees sponsors and mentors as an integral part of that network of support and emphasizes having a “personal board” to look to for guidance and opportunity.
“In each stage of my career I’ve heeded the advice to build my personal board. It’s thinking about who are the five or six people to go to for very critical decisions? Why are they on your board? Why do they keep a seat on your board, or do you rotate them? They can be a mix of mentors, sponsors, or just people whose opinions you trust.”
Supporting the Next Generation of Diverse Leaders
For Wilson-Elizondo, advancing in her career means more than personal success; it’s about paving the way for others. As a Latina in a leadership role at Goldman Sachs, not only in her day job but also across the firm’s Inclusion Networks, she prioritizes helping build a diverse pipeline of talent and guiding the next generation towards their goals. Wilson-Elizondo is proud to be a part of a partner class with the largest number of diverse promotes in firm history and seeks to help other diverse professionals across the firm navigate that path.
“Sometimes it’s about explaining what the criteria is,” she notes. “If people are working really hard but they’re not focused on the rubric they’re being evaluated against, you have this mismatch. As a mentor, I try to make sure people are setting goals, asking for consistent feedback and checking in with themselves to ensure that they understand what they need to focus on to grow and develop to the next level.”
As a strong advocate for visibility, Wilson-Elizondo emphasizes the importance of communication and presentation skills in professional settings. “Every micro-interaction matters. How you present yourself, how you deliver content, how you address your work product — it’s all part of the equation,” she says. She encourages others, especially those starting out in their careers, to take advantage of coaching and training opportunities to hone these skills.
Her own journey demonstrates the power of owning one’s unique perspective. “The best and most excellent teams are ones that accept different voices and aren’t echo chambers,” she asserts. “I continue to lean into having a different view, a different voice, because that ultimately leads to differentiated — and I believe better — outcomes.” For those who feel their perspectives are not valued, she offers candid advice: “If the team you’re on isn’t working, or they don’t see the value in what you bring, switch the team, change the option set.”
Guidance for Leadership
Wilson-Elizondo believes that effective leadership is about balancing vision with trust in your team. “You’ve got to manage down, not up. Set the vision and trust your team to deliver,” she advises.
She likens leadership to building a puzzle: “I’ll set the outline so my team has a clear vision on where we’re going and what we’re working towards, but I count on them to fill in the rest. As a leader, you can’t try to do everything yourself. You need to create exponential leverage by trusting your team.”
This trust, both in your team and in your own hard work and leadership, is especially critical in fast-paced industries. “Be confident and trust the work and analysis you’ve put into the decisions you’ve made.”
Committed to Growth
Wilson-Elizondo’s vision for the future is twofold: growing the assets she manages and mentoring the next generation of investment professionals. “One of the things that happened during COVID was that many places lost the apprenticeship model,” she explains. “People weren’t in the office watching trades get built or investment theses unfold. Rebuilding that has been a priority for me, and at Goldman Sachs more broadly where apprenticeship is embedded into our culture and how we develop talent at the firm.”
At the same time, she is deeply focused on her life outside of work, where raising three young children with her husband takes center stage. “My passions are my three kids and my husband right now,” she says. “We’re just inundated in baby and kids and fun stuff like that.”
While hobbies like reading and running take a back seat to a busy schedule and spending time with her family, Wilson-Elizondo embraces the reality of this season with humor and grace.
“If I tell you I have three kids, just made partner, and by the way, I have a million passions and interests, it’s misleading,” she admits. “This is life — these are the things I’m able to accomplish in a 24-hour day. Honesty is the best policy, but you can have both.”
Balancing the demands of leadership at work and home with an honest and forward-thinking perspective, Wilson-Elizondo is a leader committed to growth — professionally, personally, and for the next generation of investors that she’s dedicated to guiding.
By Jessica Robaire
2024: Words of Wisdom from Women in Leadership (Part 2)
Career Advice, Career Tip of the Week!Quotes to Live By
“I haven’t always looked up to the next thing. Sometimes, by looking laterally and across, you accumulate diverse professional experiences that make you well-rounded. This can eventually lead to being seen as an expert or someone sought after to be a part of the team.” – Lauren Uranker: Managing Director, Head of Workplace Advisory Client Business, Goldman Sachs Ayco
“As leaders, we must empower junior employees to speak their minds and give them a safe space to share their point of view. We have to value their perspectives, even if we disagree with them. It’s important to listen and create this platform for our team.” She emphasizes, “The onus is on leaders to ensure that as they move into more senior roles, they don’t lose sight of the fresh perspectives that others around them have.” – Elyssa McMullen: Managing Director, Head of Credit Tenant Lease Financing, PGIM Private Capital
“My mission is to lead in a way that balances the needs of the business and our employees – and ultimately drives positive outcomes for both. I’m always thinking about what’s best for our team and what’s best for our clients. That approach has cultivated a desire for people to want to talk to me and get advice.” – Jennifer Doyle: Managing Director, Co-head of Structured Products Group, Wells Fargo
“I value the diversity in our teams and always encourage some of our quieter, more reserved team members to speak up. Going around the table and giving them space to express their points of view lets everyone benefit from different perspectives.”- Su Lin Wee: Executive Director, Head of Asset Management, Southeast Asia, Hong Kong & China, PGIM Real Estate
“You’re never going to get more experience or broaden your skill set if you don’t say, ‘I’ve got to do this. I’ve proven to myself I can learn things, so let’s try it.’ It’s trusting in yourself.” – Kendra Lee: Chairman and CEO, Merichem
“There is always room for growth. Make it a habit to read newspapers, watch various news outlets and seek out diverse opinions and perspectives. Not only will you expand your knowledge, but you will also better understand and navigate different situations and draw informed conclusions.” – Danielle Navarro: Portfolio Manager, PGIM Fixed Income
“Run towards the fire. Go to where there is growth and where you can make an impact. To me that’s always the recipe for success.” – Rachel Goldin Jinich: Head of Specialty Real Estate Finance, Wells Fargo Commercial Real Estate
“The essence of mentorship is putting yourself in someone else’s shoes—truly seeing the world from their perspective—so you can guide them more effectively. Whether in a professional setting or coaching a lacrosse team, it’s never about you; it’s about helping others navigate their paths by understanding where they are coming from.” – Kelly Odenheimer: Vice President, Global Customer Care, ETS
“You need to invest in your network. It’s important to have a goal of setting up an in-person catch up with someone that you work with every single week because it allows for people to get to know you as a person, so that you’re not just a name on the other side of an email.” – Yasmine Coupal: Partner, Goldman Sachs
“Whether it’s being considered for a stretch project, a promotion, or a raise – don’t be afraid to ask for what you want. The worst response you’re going to get is ‘No,’ and even that gives you the opportunity to start a dialogue.”- Heather Garland: Vice President, Global Chief Marketing Officer, PGIM Investments
“You have to ask yourself why you’re entering this business,” she advises. “Have a heart-to-heart with yourself, especially in those early years when sacrifices are abundant. If you’re in it for the wrong reasons, you won’t last. You have to truly love what you do because, ultimately, the money alone won’t sustain you.”- Maureen O’Connor: Managing Director, Global Head of High Grade Debt Syndicate, Wells Fargo
“Investing is a fast moving, competitive industry. To be successful, I tell aspiring investment professionals that they not only need to understand the importance of making good investment decisions on behalf of clients, but they also need to invest in themselves… it’s the best investment they’ll ever make.” – Stacie Mintz: Managing Director and Head of Quantitative Equity, PGIM
“The more senior you become, the greater the risks in your career. Not everyone will be nice, and not everything will be fair. That’s why resilience and stamina are essential—and why surrounding yourself with the right people matters.”- Erica Klinkowize: EVP, US Treasurer, TD Bank
“You can make an impact even if you are behind a desk. Even small contributions, like cutting weeks out of a reporting process, can make a big difference. It’s about understanding the value of what you’re helping people achieve, even if it’s not a headline-grabbing problem.” – Neha Singh, Head of Solution Development, PGIM
An Opportunity to Develop Your Leadership
We believe coaching is the most effective way to hone broad leadership development goals specifically to each person and their circumstance.
Invest in yourself and your career. Sign up to attend our free introduction to coaching to see if coaching could be useful to you- we ask that you are a VP, SVP or MD level in a financial or professional services firm, or a Fortune 500 company to make the cohorts work for consistency of experience and relevance. We will match people to coaches and peers in the cohorts on that basis. The 6 session one-on-one program with 2 (small pod) peer coaching sessions, plus a career workbook to track your progress will run for twelve months in 2025 and we have space for 30 women total.
This program is not for career changes, feeling stuck or between jobs career coaching (which we can offer here, but not in this program), this program is for leadership development work. Don’t miss this opportunity to be coached! Program costs are $3,999 per person if you, the individual executive is paying (companies are charged at a higher rate to subsidize this work) Reserve your spot here to hear more.
Neha Singh: Head of Solution Development, PGIM
Movers and Shakers, PeopleFor Singh, the evolution to a career that is both intellectually challenging and fulfilling has been shaped by her passion for problem-solving and her family’s enduring values. Raised in Minnesota by immigrant parents, Singh credits her family’s resilience and work ethic for shaping her approach to life and leadership. “My parents immigrated from India and worked their whole lives to provide for us. They instilled in me that there’s always a solution to a problem if you work hard enough,” she shares. This ethos of tenacity and responsibility has guided her through pivotal career moments and into her leadership role today.
Technology as a Tool for Connection
Although she now is clear about her purpose and passion, Singh recalls that it took a few false starts to find her way to working in technology. “I graduated in economics without a real idea of what I wanted to do, but I eventually found technology consulting.” The consulting world introduced her to the intersection of technology and business strategy, a space she quickly fell in love with.
“I wasn’t tied to a specific industry. One week, I was analyzing crowd wait times at airports, and another, I was projecting traffic at homeless shelters. It showed me how technology could solve problems beyond just saving time on a report or automating a spreadsheet.”
However, the fast-paced nature of consulting came with challenges. “You’re on the road Monday through Thursday, constantly switching clients, and rarely seeing the long-term impact of your work,” she recalls. These experiences drove her to seek something deeper: a place where she could build relationships and understand the broader business context of her efforts. That search led her to PGIM where she joined as director of Data Strategy Project Management and Analytics.
Now, as PGIM’s Head of Solution Development, Singh is thrilled to have the opportunity to continue making an impact with technology. In Singh’s view, technology isn’t just about tools or processes—it’s about helping people.
“At PGIM, my team’s mandate is to deliver value, not just technology for technology’s sake. We need to comprehend the problem and define how to address it.”
She emphasizes the relevance of technology across all functions and the necessity of making those cross-functional connections to effectively meet their needs.
“We have the opportunity to work with different functions, from HR and Marketing to Sales and Portfolio Analytics, which provides a broader perspective on how business gets done and where opportunities exist for improvement. No matter where you sit, it’s important to connect with different people, areas, and functions to form those value-add relationships.”
Taking Risks and Leaning into Learning
One of Singh’s core beliefs is the importance of taking risks and embracing discomfort. Early in her career, she grappled with the pressure to specialize, but she soon recognized the value of diverse experiences. “It’s about trusting your gut and giving yourself the chance to grow in unfamiliar situations,” she explains. The variety of work in consulting gave her the perfect training ground for this mindset. “You might love one project and be miserable in the next, but it’s all part of building a diverse skill set.”
She emphasizes that this approach applies to every stage of a career. “It’s never too late to learn something new,” Singh states. Singh earned an Executive MBA at Columbia University in 2021 while working full-time at PGIM – a testament to this belief.
“I was already immersed in technology, but I realized my impact would be limited without understanding the business side.”
Singh’s experience in the program, which began just before the COVID-19 pandemic, was as challenging as it was rewarding. “I always reflect on how productive I was during that time. Humans adapt to what’s going on, and I think that phase of my life really demonstrated that.”
Leadership Rooted in Connection and Inclusion
Singh is a leader who deeply values connection and relationship-building.
“It’s all about people for me. I love collaborating with and helping people. I would be nowhere without my team, and leaders who take chances on me and give me new opportunities.”
For Singh, it is also about inclusion and creating spaces for those connections. Reflecting on her time as a consultant, she acknowledges the challenges of often being the only woman or person of color in the room.
“Now, I make it a priority to create an inclusive environment, where everyone feels comfortable. It’s about making people feel like they have a safe space to share and grow.”
This philosophy of inclusion and focusing on the growth and development of others shapes every aspect of her leadership style.
“I’m working on flexing my broader leadership muscles—creating spaces where others can learn without feeling micromanaged. It’s hard for me to step back because I love being hands-on, but I know it’s essential for the team’s growth.”
Acknowledging the impact of leaders who “took a chance” on her and gave her opportunities to learn and develop, Singh hopes to do the same for her team.
Redefining Impact
Throughout her career, Singh’s understanding of “making an impact” has evolved. Early on, she aspired to tackle grand, global challenges, like the ones she encountered during her work with a public health organization in South Africa. “I was working on issues like access to medicine in developing countries, and it gave me perspective on the broader array of problems in the world.”
However, she’s come to appreciate that impact doesn’t always have to be monumental.
“You can make an impact even if you are behind a desk,” she reflects. “Even small contributions, like cutting weeks out of a reporting process, can make a big difference. It’s about understanding the value of what you’re helping people achieve, even if it’s not a headline-grabbing problem.”
Singh points to fostering the next generation of leaders, particularly women, as a way she wants to continue to make a difference going forward.
“The more young people and young women we can help give opportunities and bring up with us is what I want to focus on.”
This philosophy also shapes her personal life. Inspired by her mother’s and sister’s examples, Singh has volunteered as an advocate for sexual assault victims at a city hospital. Though her efforts have taken a backseat since becoming a parent, she remains committed to finding ways to give back. “Helping women has always been a priority for me, and it’s something I want to continue doing in the future.”
Looking ahead, Singh remains focused on growth—for herself, her team, and the business. She also looks forward to spending time outside of work exploring all that New York City has to offer with her husband and two-year-old son.
By Jessica Robaire