“Careers are not linear, and there isn’t a one size fits all approach. I think the key is to find the balance that works for you professionally and personally. If I had tried to predict what the next five years of my career would have been at any single point in time, I would have been completely wrong,” says Yasmine Coupal, a partner in Investment Banking, Goldman Sachs. “I thought I was joining Goldman Sachs for two years, and here I am, 20 years later.”
Coupal’s career is a testament to the power of embracing the unexpected. Born and raised in Venezuela, she initially set her sights on economic development, education policy in particular, planning to return to Latin America after completing undergraduate and graduate degrees in Economics and International Policy at Stanford. But a surprising detour into finance changed everything.
After graduation, a friend who was working at Goldman Sachs recommended she interview for a role on the Latin America credit team and Coupal was impressed with the people she interviewed with.
“It was too compelling of an offer to pass up, even though it meant adjusting my plans to return to Venezuela to be with my then boyfriend, now husband of 19 years.” She remembers, “long story short, I took the job in 2004, and he moved to New York instead.”
Yasmine thrived at Goldman as an analyst on the Latin America and Natural Resources credit risk team. Coupal states that she loved to travel across the region and while on a business trip in Argentina in 2007, she met a VP that ultimately convinced her to join the capital markets team as an associate. She then shifted her coverage from Latin America to domestic industrial companies.
“I wasn’t looking for a move, but I knew it was time for a challenge and to try something new.”
It was Coupal’s unwavering openness to new challenges that propelled her advancement from an internal facing role in Credit Risk to a client facing role in Capital Markets. However, it was the personal decision to relocate to San Francisco with her husband that proved to be a turning point in her career. Taking the risk to leave the financial hub of New York and follow her heart, Coupal found herself in the midst of Silicon Valley’s booming tech scene. Leveraging her unique position of being on the ground to meet with large cap tech clients, Coupal built relationships, knowledge and experience with TMT (Technology, Media and Telecommunications) clients while still very much covering her sector of industrial and real estate companies for the bank.
Ultimately, when the Managing Director for TMT debt capital markets retired in 2014, Coupal raised her hand and was selected to lead the team due to the strong relationships she had built with clients on the West Coast. In fact, she made Managing Director in 2015 and in 2018, the firm officially created the West Coast Financing Team. Along with Will Connelly, Coupal was named Co-Head and after growing and guiding the team through the pandemic, Yasmine made partner in 2020.
She reflects, “there will be moments in your career when you’ll need to make decisions based on what aligns with your professional goals and then there are moments when personal priorities are more important. Sometimes it involves taking risks, even when the outcome is uncertain. Ultimately, finding the right balance that works for you is key.”
Never one to get too comfortable, Coupal made another bold move two years later in 2022, stepping into an investment banking role where she leads coverage of large cap technology companies. Driven by her constant quest for growth and her ability to turn every opportunity into a success, Coupal is excited to keep pushing her boundaries and challenge herself as she continues as a leader at Goldman Sachs.
Investing in Relationships
When Coupal first interviewed at Goldman, it was the people she met who ignited her excitement about joining the firm. Even today, the connections she built at the firm throughout her career remain a driving force in her sense of fulfillment at work as she notes, “you’re not going to really love the job or be successful if you don’t like the people that you work with.”
In addition to making the work more enjoyable, building relationships also expands one’s network. Coupal advocates for taking the time and effort to establish those connections, particularly through in-person opportunities like meeting for coffee.
“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.”
The value of investing that time is multifold as it creates a sense of support, opens opportunities to learn from others, and engenders loyalty to each other and the firm.
“As people understand your interests, give you feedback and see that you’re performing, you automatically get new opportunities. It becomes this reciprocal cycle that leads to success,” says Coupal. “It’s also the glue that keeps people at the firm. One of the reasons I’ve stayed so long is because I have people that I admire who have invested in me. It creates a sense of loyalty.”
Mentorship is Reciprocal
In thinking about the significance of finding inspiration and support, Coupal points to one of her mentors, Susie Scher, as pivotal to her leadership development.
Coupal shares, “Susie was instrumental in my growth at Goldman Sachs from the associate level to Vice President, Managing Director and ultimately, Partner. In essence, she saw me grow up at Goldman Sachs. She is someone who identified my talent, invested in it, and was courageous enough to give me a lot of responsibility.”
Having the experience of a mentor who believed in her engenders a deep commitment for Coupal to pay it forward and be that support for others.
“It begins with how I develop my team and invest in them, placing a strong emphasis on feedback. I focus on building genuine relationships, getting to know who they are, their skills, their ambitions, and identifying the potential in them that they may not yet have recognized.”
Extending her influence beyond her direct reports, Coupal participates in formal mentorship programs at Goldman while also being open to informal connections when people reach out to her for guidance. In either circumstance, Coupal emphasizes, “mentoring is a two-way relationship, it requires both sides to equally invest. I might want to mentor as many people as I can, but if the other side is not reciprocating and wanting to develop that relationship, there’s only so far that I can go.”
Reflecting on where sponsorship fits within the framework of support and building relationships, Coupal believes that mentorship and sponsorship go hand in hand as the roles can shift and change as people move through the firm.
“It’s fluid. A mentor can become a sponsor, or vice versa, but the key to success lies not just in getting to know you personally, but in working with you. It’s that combination that makes the relationship most effective.”
Champion your Uniqueness
In addition to being an avid mentor and sponsor, Coupal supports diversity and inclusion efforts, participating in speaking engagements and hosting sessions that provide an opportunity for female talent at the firm to talk candidly about their experiences. One theme that she strives to convey to junior analysts is, “be your genuine self. Don’t try to be someone else. Don’t try to fit a mold that you think is the key to success.”
As a Latina woman excelling in the financial industry, Coupal speaks to how she champions her uniqueness and sees it as an asset.
“Being a subject matter expert while being a woman and Latina differentiates me, makes me unique and memorable, and many times allows me to connect with clients on a different level. Establishing these deep connections and trust has been critical in my career and allowed me to build and foster relationships I wouldn’t have had otherwise.”
Beyond recognizing the power of authenticity, Coupal emphasizes that adaptability and a willingness to step outside one’s comfort zone are instrumental to career development.
“Success in one stage of your career may not guarantee success in the next. Staying humble, seeking advice, thinking ahead, and remaining flexible when plans change is key.”
She continues, “be comfortable being uncomfortable. When you start feeling too comfortable, it’s a signal to challenge yourself with something new. It keeps you on your toes and ensures continuous growth.”
Outside of work, Coupal is eager to instill in her children the same curiosity and openness to new experiences that have shaped her own journey, especially through travel. “One of our greatest joys is taking our kids to explore different countries, cultures, and cuisines,” she says. Passionate about family time, Coupal loves spending weekends cheering at soccer games or unwinding together with a backyard barbecue.
By Jessica Robaire
2024: Words of Wisdom from Women in Leadership (Part 1)
Career AdviceAs we reflect on the incredible leaders that we’ve highlighted this year, we’re excited to share their insights and stories of development and resilience (stay tuned for Part 2 next week). A heartfelt thank you to each of the executive women for your time, wisdom, and inspiration! And to the 2024 sponsors Wells Fargo and PGIM who have ensured that there is no cost to the readers of theglasshammer.com to access personal stories and career advice.
Quotes to live by
“The best leaders are those who recognize you don’t have to be the most senior person in the room to bring valuable insight or perspective that drives change or helps to make the optimum decision,” she says. “We’re all here because we have a role to play and a level of expertise in a particular area. Part of my journey has been overcoming my discomfort when faced with resistance and instead, learning how I can better use my knowledge and expertise to address the differing perspectives in a room and influence people to see DEI as a business imperative.” – Natalie Gill, Head of DEI Strategy & Industry Engagement, PGIM
“Going into situations, I’m very aware of who I am. I am a woman. I look different. I don’t think people automatically assume that I’m Black because I am mixed. So, I have a voice, and I use it. Instead of shying away or being self-conscious, I use it as an advantage. I want to be a good representative of women, of women of color, and of diverse women. We all have a voice, and we have to advocate for ourselves.” – Vanessa McMichael: Head of Corporate & Public Entity (CPE) Strategy, Wells Fargo
“You absolutely can be what you don’t see in the world because that is what innovators do. So, if you transfer innovators with trail blazers, that’s what trailblazers do — they see a need in the world, and they find a way to fill it. And I think that the need for each of us that are called trailblazers is unique.” – Kimberly Bryant: Founder and CEO, Black Innovation Lab and Ascend Ventures Tech
“Growth among peers is not a competition, and everyone’s growth path is different. Putting egos aside and collectively pooling our talent and expertise helps ensure that our business’ goals are prioritized, enabling everyone to ultimately be successful,” she says. “At the end of the day, if support and resources I’ve provided can help develop and lift someone else as I climb the corporate ladder, no matter what level they are, I’ve done my job – and I’ve done it well.” – Tara Stafford: Project Manager, PGIM Operations & Innovation
“Respect everyone who is in the room with you. You have been asked to work on a multi-level team, be mindful not just of ‘the boss’, everyone in the room has ideas to bring and value to contribute. By listening to everyone, and respectfully communicating to everyone horizontally, not in silos, you will bring people together to drive forward whatever project or whatever collaboration you’re working on. Work to ensure everyone is engaged in a successful outcome.” – Susan Nickey: Executive Vice President and Chief Client Officer of HASI
“I mentor people that way as well, which is not just to say, ‘okay, let’s have a coffee and I’ll tell you how great you are,’ but ‘let’s have a coffee and discuss where you think you might fall short. Then I’ll tell you what I think or help connect you with people I know will give you a straight answer.’ There are ways to coach that feel good for everybody and there are ways to coach that might feel a bit outside your comfort zone, and you have to do both.”- Jill Ford: Co-head of Equity Capital Markets, Wells Fargo
“You have to be clear on setting boundaries and priorities. Any organization is going to take all that you’re willing to give, so it’s up to you to be the person to set those boundaries for yourself. It doesn’t mean that you’re not going make sacrifices or that there will not be this push and pull constantly, but each time that happens you need to be very thoughtful about whether it’s the right trade-off.” – Shekhinah Bass: Managing Director, Head of Talent Strategy, Goldman Sachs
“I’ve grown through advice and mentorship. When entering rooms with senior stakeholders, I remind myself why I belong, why I should be there, and embody that. In the past, I would almost physically make myself disappear, taking more of a passive role in group discussions, but I have gained the confidence to show up more fully.” – Dania Shahzad: Business Manager, Client Advisory Group, PGIM
“Success stems from a breadth of experiences. The broader your understanding and hands-on involvement across domains, the better equipped you will be to thrive in senior roles. Focusing on the richness and depth of experience versus the speed to get there will pay off in the long-term.” – Rachel Lockett: Vice President of Marketing, MAC Cosmetics
“The most important thing is that you yourself have to walk the talk. For example, after Covid, a lot of people wanted to work from home. But if you want the team to be in the office, you have to show up. You are demonstrating to them, ‘I’m here and this is why we are here: we need to talk to each other, we need to communicate, because we are on the trading floor’.” – Mandy Wan: Managing Director, Head of Markets, Co-Head of CIB APAC, Wells Fargo
“In every role, I continued to stay focused, do great work, think about what my next move was and communicate the career trajectory that I wanted. You have to advocate for yourself. You’re the marketing team behind your own personal brand, and sometimes, that means creating opportunities for yourself that didn’t exist before.” – Anar Patel: Director, Portfolio Construction, PGIM Investments
“Earlier in my career, I thought what mattered to be successful was being excellent at my job and prioritized “doing the work” above all else. Then I came to recognize over time and with seniority that the relationships formed and the collaborative work with others were more impactful. You have to be open to that collaboration and not solely focused on your own success because the success of the collective also matters. Meaning the success of the project, the success of the client, and the success of the firm. That is why the interconnectedness of collaborators in driving value and outcomes is so important.” – Marion Regnier: Partner, Technology Strategy, PwC
We believe coaching is the most effective way to hone broad leadership development goals specifically to each person and their circumstance. Many of the women profiled over the years have been coached by theglasshammer’s cadre of coaches as part of their company’s programmatic leadership development plans. We also work with individuals who want to work on their own development as a leader and can hire us if their company is not providing a coach. 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 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 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. Reserve your spot here to hear more: https://calendly.com/evolvedpeople-nicki/coaching-cohort-2025
Erica Klinkowize: EVP, US Treasurer, TD Bank
People, Voices of ExperiencePreviously profiled in 2022 as the CBNA Treasurer for Citi, Klinkowize has since continued her transformative journey in the financial industry, bringing her passion for complex challenges and people-focused leadership to her current role as EVP and U.S. Treasurer at TD Bank. She speaks to how she views resilience, adaptability, and intentional leadership as foundational to her career evolution.
Thriving in Transformation
Energized by opportunities to make an impact, Klinkowize is as much a leader who embraces challenge as she does change. Consistently choosing to push her boundaries throughout her career, Klinkowize acknowledges, “I’m not drawn to easy paths.” This penchant for challenge has defined her career and leadership, from her years at Goldman Sachs and Bank of America to her current role as EVP and U.S. Treasurer at TD Bank.
“I gravitate towards these challenges. Whether it’s transitioning to Citi when they are in transformation, or specifically taking this position at TD to help enhance and build out the US Treasury organization, I strive to make a visible positive change.”
Klinkowize’s passion for transformation is matched by her deep interest in the complexities of the financial industry and the dedication of those who thrive within it.
“Treasury is an unbelievably exciting space. There are an incredible number of topics, a multitude of risks you’re managing,” she explains. “I’m constantly learning and leading.”
Beyond the intellectual demands, Klinkowize is inspired by the people she gets to work with, “they are very passionate, and it resonates with me. I want to support them and help them as they navigate a very complex environment…there is so much to accomplish, and there are so many people to help.”
A Change Agent with a Vision for Leadership
As a leader, Klinkowize embraces the role of a change agent, acknowledging, “I can’t accept the status quo. I can’t let myself not ask a question.” It’s that continual strive for improvement that motivates her, “it’s less about innovation and more about what else is out there, how can you be better at what you do.”
In driving transformation, Klinkowize underscores the ability to navigate and support multiple levels of change, from the individual to the team to the organization.
“It’s about guiding a large group emotionally and intellectually through change while recognizing you are part of a larger whole. You can’t make a change and think it won’t have downstream impacts—you have to stay mindful of upstream dynamics within the company.”
She continues, “Being a change agent is causing the change, but then also managing the emotional, intellectual, and organizational side. The internal and external clarity on what you’re doing, and how you’re doing it.”
Klinkowize emphasizes that effective change also requires being skilled at collaboration and leading with influence.
“I’m a big connector of people. If there’s a problem at hand, it doesn’t matter if you work for me or not, let’s come together to solve the issue.” She continues, “it’s important to be able to inspire people who don’t work for you, lead without directly managing them.”
Building Resilience
Even as Klinkowize embraces change and the transformation that can come from it, she recognizes that there were times in her career where she felt more like she was weathering the storm than riding on a wave of opportunity.
“I want to be honest and open about my experiences, so that women don’t feel that it was all straight shot up, because it certainly was not.”
She recounts moments in her career that might have deterred others—embarrassing missteps in meetings, even an instance of demotion. But rather than dwell on these experiences, Klinkowize speaks to the importance of navigating those difficult moments and emerging stronger on the other side as key to developing resilience and adaptability.
“It comes from learning and paying attention to how you act in those situations. How you act under stress, under duress, in moments where you’re embarrassed—you keep building up that stamina.”
Klinkowize also points to the power of mentorship and empathetic support in weathering challenging periods. “It’s important to have mentors you trust, both inside and outside of work because you need a voice of reason,” she advises. She maintains that the support of others is critical no matter how high one climbs up the ladder of leadership.
“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.”
Intentional Leadership
With her breadth of leadership experience, Klinkowize is thoughtful in her approach to building a team culture, seeing it as a deliberate, ongoing process. When she steps into a new role, she takes time to think about what she wants to bring to the position and how she can improve from her previous experiences.
“As I’m gearing up to start, I’m very intentional about the person that I want to be and the environment I want to create around me. I prepare…I don’t wing it.” This intentionality is evident in the steps she took to establish her team’s culture at TD Bank.
“I made it clear that integrity was my number one standard, setting the tone for everything. I approached it very deliberately—I changed the team name, created a distribution list. Also, I helped craft a story, like an elevator pitch, to clearly describe what my organization does. Everything was very purposeful.”
She notes that her goal is to create an environment where everyone understands their role and feels connected to the larger mission. “I want the rest of the firm to understand what we are becoming,” she explains. By fostering a sense of clarity and collaboration, Klinkowize ensures that her team is aligned and motivated. Her approach underscores her belief that effective leadership is about more than strategy; it’s about creating a shared vision that everyone can rally behind.
A Legacy of Positive Impact
Beyond building the culture, Klinkowize is intentional in striking a balance between driving excellence without compromising the well-being of her team.
“We have to balance how hard we make people work,” she states, acknowledging that while finance is a high-pressure field, it’s essential to create a sustainable work environment.
Klinkowize also recognizes that not everyone will embrace change in the same way, and as a leader of transformation she wants to “help people understand that we will come out the other side.”
Looking ahead, Klinkowize hopes to leave a legacy of positive impact, both in her organization and in the people she leads.
“I want to contribute to the financial safety and soundness of the company, innovate, and bring excellence. I want to continue to be a role model as an empathetic and accountable leader.”
Outside of work, Klinkowize immerses herself in science fiction and fantasy books, cherishes moments with her family and dogs, but admits with a laugh, “I still struggle to find enough time to exercise.”
By Jessica Robaire
Being a Professional Woman: Managing Stress and Avoiding Burnout (Holiday Edition)
Career Advice, Career Tip of the Week!With only so many hours in the day, being a professional woman in the sandwich generation—juggling the care of both children and aging parents—is undoubtedly one of the most challenging roles in today’s society. Balancing the demands of a career with the responsibilities of raising children and providing for elderly parents can lead to overwhelming stress, fatigue, and even parental or professional burnout. Women burn out at a higher rate than men due to many societal and organizational factors – including “broken rung” issues whereby women still get paid and promoted less than male counterparts during the entire span of their careers. After almost twenty years of exploring extrinsic elements and cultural enablers and disablers for advancing women at work, we can conclude that progress is mixed at best. This article, instead, focuses on how to thrive—rather than merely survive—the onslaught of the holidays as we can reflect on progress during the annual Year-End Review.
Prioritizing Self-Care
One of the most important things to remember is that taking care of yourself is not selfish — it’s essential. Nutrition and exercise are long term strategies as we know that you cannot pour from an empty cup. When you prioritize self-care, you are better able to care for your family and meet the demands of your career. We have all heard the ways to practice self-care which can include scheduling “me time” such as walks, baths, massages and anything that falls into the recharge category. This can be a little boost and certainly worth doing while also understanding that these “fixes” are temporary and usually short lived. Think of it as an “app” – it is great to use apps, and they can be helpful, but looking at the operating system and seeing what needs to change in how you approach your life generally, is really key to getting the longer-term support and rejuvenation you might be seeking.
Without sounding trite, maintaining a balanced diet is a crucial part of self-care—but anyone managing a busy schedule knows how challenging it can be when you’re constantly on the go. Right now, my children are outside my office door, and I will be required to stop typing and rattle some pans soon- sound familiar? Be aware of prepared meal services as they are an under-regulated industry and often high in sodium and other hidden unhealthy or even toxic ingredients. Physical activity is a proven stress buster. Somatic exercises that involve shaking can clear stress and trauma. Even a short daily walk can help clear your mind and boost your mood while building you bones and heart health for decades to come. Exercise also helps sleep and along with some new habits regarding phone and screen boundaries, you could feel the benefit of this change before 2025 even begins. Look for the wins. Social support, journaling and breathing all has been reported and researched as useful.
Setting Boundaries — At Home and at Work
As a working mom, one of the hardest things to do is say no. You may feel guilty about not being able to do everything for everyone, but learning how to set healthy boundaries is essential to avoiding burnout at work and home. If possible, communicate your needs for flexibility and remote work. However, be aware that in organizations lacking trust and supportive cultures, such requests may be met with resistance or even penalties. Assess your work environment carefully and understand your manager’s approach before addressing these needs. Despite news saying otherwise, only 33% of companies are requiring a full return to office with pundits indicating this could rise to 50% by the end of 2025. Hybrid is here to stay it seems. This is a fraught topic with more and more (white male) CEO’s mandating face time back in offices.
Even with remote work, the workload itself can feel like an impossible mountain on a daily basis. Organization and productivity hacks can be helpful in managing these demands. Dan Martell’s book Buy Back Your Time introduces the DRIP matrix, a tool that helps you identify not only what to delegate, but also what you can “replace” yourself on—tasks that seemingly only you can do. The deciding criteria for evaluation for keeping a task or hiring someone to do it is simply posing the question to yourself: ‘does this activity have high impact (production quadrant) and light you up?’
Not everything needs to be done today. Prioritize your most important tasks and break them into smaller, more manageable chunks. Recognize that it’s okay to let some things go or to reschedule less urgent matters. Use an Eisenhower matrix or a similar tool to help you parse the strategic from the important and the important from the urgent but not crucial. Play with time—it is a commodity that you can trade.
The same goes at home. If possible, divide household responsibilities among your partner, children, and even extended family members. Don’t shoulder all the caregiving alone. Your partner may not know what you need unless you clearly communicate it. Other tactics include using outside help—if it’s feasible, consider hiring help for household chores, childcare, or even caring for your aging parent. If this isn’t in your budget, explore community resources or family support to lighten the load. Try to remember to ask for help. Eve Rodsky is really the most enjoyable author to turn to regarding “Fair Play” and she has a podcast and even a set of cards to use as a practical tool with your spouse. Early holiday gift? The mental load is real and even happens in LGBTQ families.
Give Yourself Grace
Over the holiday, leave the dishes for a while and see if others step in. Spend time with your children or elderly parents doing mostly things you enjoy. Laughing together, playing games, and sharing meaningful moments can help replenish your emotional reserves.
Being a working mother in the sandwich generation is undoubtedly challenging, as is being a professional woman without kids as the constant to-do list is there always. By setting boundaries, prioritizing self-care, practicing time management, and seeking support when needed, you can manage the stress and responsibilities that come with your multiple roles. Remember, you are not alone in this journey. Embrace strategies that work for you and allow yourself grace as you navigate the balancing act of family, work, and caregiving. Taking care of yourself isn’t just important — it’s essential for your long-term well-being and the well-being of those you care for. We need a better system but, in the meantime, let’s win where we can?
Happy Holidays from theglasshammer team.
Nicki Gilmour is the Founder and CEO of theglasshammer and is a coach and organizational development expert. We have several vetted qualified coaches specializing in different areas from career navigation to leadership development- please click here to book a time to speak if you are an HR professional looking to hire us for leadership development or a professional woman looking for a career coach proactively, we work with varying levels from VP to SVP/ C- suite.
Stacie Mintz: Managing Director and Head of Quantitative Equity, PGIM
People, Voices of ExperienceStarting her career at PGIM as an analyst in the multi-asset side of the quant business, Mintz set herself apart by making decisions when others hesitated, trusting her instincts and offering solutions. Rather than just alerting portfolio managers when money came in for the business to invest, she went a step further and proposed how she thought it should be invested.
“Nine times out of ten, the portfolio manager signed the trade ticket I presented, and when they didn’t, they explained why, which was a huge learning moment for me.” This proactive approach didn’t go unnoticed, and earned her a promotion to portfolio manager, where she eventually oversaw $10 billion in assets for the Prudential pension plan.
In managing the asset allocation for pension plans, Mintz recognized the important role equities played in meeting pension promises. Her experience in using both fundamental- and quant-driven strategies to balance risk and return sparked her interest in being more involved in the evolution of PGIM’s quant core strategies, eventually leading to an equity portfolio manager role.
“I was able to use my experience in asset allocation to contribute to the evolution of our quant equity strategies. I also had a knack for explaining complex quant concepts to a wide variety of audiences, which helped grow the business and retain clients.”
Throughout her career, Mintz successfully navigated difficult market cycles, which included the bursting of the dot com bubble, the Great Financial Crisis, and Covid fear-driven markets of 2020. The experience in managing assets and client relationships during challenging times, along with her leaderships skills, made her an ideal candidate to take on the role of Head of Quantitative Equity, a role she took on in July 2020.
Strategies for success
Reflecting on what it takes to be a successful leader, Mintz emphasizes the value of collaborating with colleagues who have complementary skills and always coming to the table with solutions.
“I tell my team to identify the problems, but always come to the table with solutions too. There is great value in helping drive the success of the firm through continual evolution.”
Even if it involves stepping outside of one’s comfort zone to propose solutions that could be rejected, Mintz encourages taking that risk to foster growth. Public speaking, for instance, is her own stretch area—though her numerous media interviews might suggest otherwise.
“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.”
From graduating with her MBA from New York University and earning her CFA, Mintz knows how crucial it is to invest in personal growth and development. “Investing in yourself will always have a positive return and open the door to endless possibilities. It’s so important to continue to stay up to date on rapidly evolving industry developments, so we can successfully meet and exceed clients’ needs.”
Inspired to empower others
While many individual qualities have shaped Mintz’s leadership development, she acknowledges the vital role of support along the way and cites Maggie Stumpp, PGIM Quantitative Solutions’ former chief investment officer, as her greatest inspiration.
“Not only is she brilliant, and I learned a lot from an investment perspective, but she also gave me a lot of room to grow.” Mintz says. “She trusted me, and I knew I could always go to her with questions… She believed in me, even when I doubted myself.”
Inspired and influenced by Stumpp’s leadership, Mintz aims to foster a similar culture of support and empowerment and has an open-door policy. She encourages informal communication through quick morning catchups, providing a forum for the team to hear the latest updates, while also giving space for opinions and feedback.
“I want to make sure that I delegate real responsibilities to them, and they feel empowered and valuable. I want them to trust themselves to make decisions, and that I’ll support them.”
Supporting the next generation of leaders
For Mintz, part of supporting her team and the growth of the business means fostering the development of the next generation of leaders.
“I emphasize the importance of mentoring our junior team members to my senior portfolio managers, ensuring they’re engaged in meaningful projects that enable them to grow and develop, while highlighting their strengths and the value they bring to the team.”
She not only emphasizes skills development, but also being approachable and available to help with questions, especially around navigating the push and pull of work and home life. As a mother of three, Mintz knows how tough it is to build a successful career while raising children.
“It’s important to share the ups and downs of my journey, and how I got through them,” she continues, “There will always be bumps in the road where people feel like, ‘I can’t do this,’ but if we support them through those moments, it will lead to a more diverse senior team in the future.”
One key lesson Mintz reflects on is recognizing she felt “too much guilt” when her children were younger, particularly when she had to make tough decisions about prioritizing her time. Mintz recalls, “I was always urging my kids to be the first to raise their hands for class activities and parties, so we could buy napkins or paper plates or pre-made items – because that’s what fit into my work and family’s busy schedule.”
Now that her children are grown, Mintz acknowledges, “My kids turned out great, and I was a big part of their lives.” It’s the same message she conveys to her team when they are navigating the challenges of balancing work and family, “It’s going to turn out much better than it feels in the moment.”
With an empty nest, Mintz still values a work-life balance, but now has more time to spend on her own pursuits such as fitness, golf and travel.
By Jessica Robaire
Maureen O’Connor: Managing Director, Global Head of High Grade Debt Syndicate, Wells Fargo
People, Voices of ExperienceExuding passion and enthusiasm, O’Connor demonstrates how loving what you do and honing your emotional intelligence are essential to long-term success. She reflects on the importance of skillful communication, maintaining in-person connections, and prioritizing finding work that is deeply fulfilling for a sustainable career.
Fueled by the Energy of the Markets
Dynamic and driven, O’Connor has always thrived in high-energy environments, making the fast-paced trading floor the ideal fit for her career.
“I love the markets and how what you read in the press that morning is going to have an impact on what you do that day. It’s exciting how things are ever changing, and that no day is like the last.” This unpredictability, far from overwhelming, is the fuel that powers her. “The buzz of a trading floor is the energy that I thrive off of.”
O’Connor feels fortunate to have built a career that still ignites her passion, even after more than two decades in the industry.
“It hasn’t felt like work in that regard. I really enjoy what I do—it fulfills me on a very deep level.”
O’Connor’s talents particularly shine as Wells Fargo’s Global Head of High Grade Debt Syndicate because the role is more about building connections with clients and finding a way to bring two sides together than it is about selling.
“My goal is to be upfront about what we can accomplish for you, and I love that. I enjoy being direct with people.” She continues, “it’s about finding that perfect balance between what the investor and the issuer wants, ensuring that neither feels like they got the upper hand, but rather that the outcome is fair.”
Building Stronger Client Relationships with In-Person Connection
Given that much of O’Connor’s role involves balancing both sides of a deal, she believes forging strong client relationships is essential—and in her view, the best way to do that is in person.
“I’m not one for small talk—I love real conversations,” she says. ” In my view, in-person connections with clients are critical – it’s harder to build a serious and deep connection with someone virtually.”
O’Connor believes that in-person meetings, preferably outside the confines of a conference room, are where true bonds are formed.
“I love to hear people’s stories, to understand what makes them tick,” she explains. “It’s not about using that knowledge to get something for myself; it’s about figuring out what’s going to work for them.”
While her job in syndicate is to carry a deal across the finish line, O’Connor sees it as much more than just completing a transaction.
“All the work you do leading up to that moment, getting to know your clients better, makes the final leg so much more meaningful.” This personal touch, she believes, is what sets her—and others in her line of work—apart.
Delivery is Key
For O’Connor, mastering the art of communication has been another key element to her success. While technical skills and attention to detail are critical early in one’s career, she believes that as you advance, it’s the softer skills that become more significant.
“I think having a high emotional intelligence (EQ) is really important,” she says. “When you’re a junior, it’s all about analytical skills and efficiency. But as you get more client-facing, it becomes much more about how you deliver.”
O’Connor prides herself on her ability to read people and adapt her approach accordingly. “I used to joke that the number one skill in my job was sounding good on the phone—now, it’s probably sounding good on Zoom,” she laughs. For her, clear and confident communication is essential. “It’s not just about what you say, it’s about sounding good saying it.”
Not only is confidence key, but making the delivery dynamic and engaging is essential as well. She emphasizes that effective communication is about more than just data—it’s about ensuring that the message sticks.
“Delivery is so important, and I don’t think people spend enough time polishing it. They work too much on the content and not enough on thinking about how to say it with emphasis in a way that leaves a lasting impression.”
The Art of Navigating Difficult Conversations
O’Connor points to another crucial element of communication—adeptly navigating hard conversations—as an asset in her role. Working in syndicate, she walks a fine line between the demands of issuers and the expectations of investors, advocating for both sides with skill and empathy.
“You get one of those tough trades, and sometimes the music stops. Your ability to deliver bad news becomes crucial.” She continues, “the way you handle those hard conversations is a critical skill that sets apart the good from the great at this job.”
O’Connor believes her success in this area comes from her ability to communicate directly. “I always ask myself, ‘How would I want to receive this news?’ And the answer is usually straightforward: I’d just want to know,” she says. This candid approach earns her respect, even when emotions are running high.
“It’s about your ability to impart to them, ‘this doesn’t feel good on this side, either. We’re not where we want to be, but we’re going get you to the best possible place we can’.”
O’Connor finds that approaching difficult conversations with a “we’re in this together” mindset not only reassures her clients but also fosters a collaborative atmosphere that helps navigate tough situations.
Passion is Preferable
O’Connor is clearly passionate about her work but acknowledges that there is a balance between caring deeply and maintaining emotional resilience.
“It’s hard not to take things personally when you care a lot. I’d tell my younger self not to stress so much.”
Yet, she emphasizes that bringing passion to the job is not only acceptable but essential.
“One of the worst pieces of feedback a woman can receive is being told she’s too emotional,” she shares. “It’s unhelpful. Asking someone not to care is not a solution. I love passion. I can help rein in or smooth the edges around that, but I can’t make somebody care about something they don’t care about, so I’d much rather somebody go in that direction than the other way around.”
In her view, the goal isn’t to care less, but to take things less personally.
“I’m not going to ask people to be less emotional. I might ask you to hone your reaction but never to care less.”
For a Sustainable Career, Love What You Do
For O’Connor, having genuine passion for one’s work is truly the foundation of a sustainable career.
“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.”
O’Connor encourages aspiring professionals to reflect on their motivations and be open to trying different roles to find their passion. She shares that she bounced around early in her career before finding her fit in syndicate in 2006.
“Don’t be afraid to pivot early in your career,” she stresses. “You must find that role that makes you happy. Otherwise, with the long hours and demanding nature of the work, you’re not going to thrive. You need to be in a seat that you genuinely love.”
As a mother of three girls, O’Connor aims to show her daughters that it’s possible to pursue a career she loves while finding deep fulfillment in her family life. For her, it’s less about achieving perfection and more about showing the importance of hard work and learning from mistakes. In her downtime, O’Connor spends quality time with her three daughters, loves baking and playing mediocre tennis with friends – simple joys that keep her connected to what matters most.
By Jessica Robaire
Strength in Vulnerability: How Asking for Help Elevates Your Leadership
Career Advice, Career Tip of the Week!But just as Halloween encourages people to face their fears head-on, effective leadership requires confronting this deeply ingrained hesitation. Asking for help is not only necessary—it’s a powerful act of courage that enhances leadership by fostering trust, empowerment, and communication. The ability to embrace vulnerability does not make you less effective; in fact, it strengthens relationships, builds resilience, and opens opportunities for both personal and team growth. Leaders who embrace vulnerability by seeking support not only improve their own leadership effectiveness but also inspire others to do the same.
Why Is Asking for Help So Scary?
One of the main reasons asking for help is so difficult is that it requires vulnerability. Leaders are often expected to exude confidence and have all the answers, and admitting uncertainty can feel like stepping into the unknown—uncertain of what lies ahead. There is a deep-seated fear that showing vulnerability might erode credibility or cause others to question their capabilities. This fear is driven by societal expectations and an outdated view of leadership as a solo venture. However, in today’s collaborative work environments, leadership is about connecting, communicating, and being authentic. By confronting the fear of asking for help, you not only show that you are self-aware but also model the kind of openness and vulnerability that fosters a culture of trust and collaboration.
In fact, research shows that vulnerability is at the heart of effective leadership. In her book Dare to Lead, Brené Brown emphasizes that embracing vulnerability allows leaders to foster trust and deeper connections with their teams. Far from diminishing authority, showing vulnerability strengthens relationships and builds psychological safety.
The Value of Asking for Help
Facing the fear of vulnerability and seeking help has benefits for both leaders and their teams. By stepping into this space of openness, you create an environment where psychological safety can flourish. When people feel safe to express their thoughts, ask questions, and offer help without fear of judgment, creativity and innovation thrive. This sense of security begins with those who demonstrate that vulnerability is a strength, not a weakness.
When you ask for help, you send a powerful message to your teams: it’s okay not to have all the answers. This willingness to be open and seek input creates a culture of psychological safety, where team members feel comfortable sharing their own challenges, offering ideas, and seeking support. Amy Edmondson, a professor at Harvard Business School, has shown that psychological safety—where people feel safe to take risks and ask for help—drives higher team performance, creativity, and innovation. Leaders who model vulnerability create a space where others can speak up, admit mistakes, and contribute their best ideas.
Asking for help isn’t just about lightening your load—it empowers the team to take on greater responsibilities. When you seek input or delegate tasks, you give team members the chance to step up and showcase their strengths. Research has found that empowering leadership boosts creativity and job satisfaction, as individuals feel more valued and engaged when they are trusted to contribute in meaningful ways. By asking for help, you give your team the opportunity to shine.
Trust is the foundation of strong teams, and it’s built through openness and mutual support. When you ask for help, you build trust by showing that you value the input and expertise of others. Research shows that authentic leadership—where vulnerability and transparency are key traits—is directly linked to trust within teams. The act of asking for help signals to team members that their contributions are important, deepening trust and strengthening the overall bond within the team.
Leaders often carry significant responsibilities, juggling multiple priorities and making decisions that impact both their teams and the organization. Attempting to shoulder these burdens alone can lead to exhaustion and burnout. Asking for help—whether by delegating tasks, seeking advice, or simply admitting that additional support is needed—can prevent this. Sharing the load allows you to focus on strategic initiatives without becoming overwhelmed by day-to-day demands.
Who Can Leaders Turn to for Help?
You may wonder where to turn when you decide to face the fear and ask for help. There are several options, each providing unique support and insights.
1. Your Team, Peers, Mentors
While the importance of turning to your team has already been emphasized, it’s worth reiterating just how impactful it can be. Seeking help from team members not only fosters collaboration but also creates opportunities for them to step into leadership roles themselves, reinforcing a culture of trust and shared responsibility.
Beyond the team, peers and coworkers offer a fresh perspective. They understand the internal dynamics of the organization and can provide insights that help break through roadblocks. Collaborating with peers strengthens networks and promotes a culture where leadership is shared, not siloed.
Mentors, on the other hand, provide a broader, more seasoned viewpoint. Their experience allows them to guide you through challenges they’ve likely faced themselves, offering personalized advice. Mentorship is rooted in trust and respect, giving you the confidence to explore new paths, tackle difficult decisions, and grow with the support of someone who’s been there before.
2. Executive Coaches
Sometimes, asking for help means seeking guidance beyond your immediate circle. Executive coaching offers leaders a personalized approach to growth, providing one-on-one support that can transform both leadership skills and personal development. Coaches help you ask the tough questions, explore vulnerabilities, and create customized plans for improvement. This tailored guidance accelerates growth and empowers you to make informed decisions, overcome obstacles, and advance more quickly.
By seeking help from a coach, you not only invest in your own development but also model the value of vulnerability and continuous learning for your team. It’s a proactive step toward long-term success. If you are ready to take that step, consider an exploratory coaching chat with Evolved People Coaching, the leadership coaching arm of theglasshammer.com. You can book that session here.
How to Make the Ask
Asking for help, while daunting, can be done thoughtfully and effectively. Here are a few strategies to make the ask easier:
Embracing Vulnerability for Stronger Leadership
Asking for help is a powerful leadership tool as stepping into vulnerability allows you to grow and strengthen your teams. By seeking support from coworkers, teams, mentors, and executive coaches, you can foster a culture of collaboration, trust, and mutual empowerment. Far from diminishing leadership, asking for help demonstrates the courage to evolve—both as a leader and as a person. By learning to embrace vulnerability, you build stronger connections, create more resilient teams, and lead with authenticity.
By Jessica Robaire
Heather Garland: Vice President, Global Chief Marketing Officer, PGIM Investments
Movers and Shakers, PeopleGarland shares how a growth mindset, being flexible, and viewing challenges as stepping stones can help build the skills and experience for a successful career. Her passion for nurturing her team’s development mirrors her dedication to driving business success, believing that both are not mutually exclusive.
Pursuing opportunities for growth
Garland’s career has been one of continuous growth and reinvention. In college, Garland majored in psychology and wasn’t sure what career path she wanted to pursue. While finishing her degree at night, she took a sales assistant role at AXA and was eventually recruited to join PGIM, where she has now spent more than 25 years building a successful career. Though she didn’t know much about financial services at the time, Garland saw her first role at PGIM as an intriguing challenge.
Dedicated to advancing her career and learning the industry, Garland seized every opportunity through lateral moves, stretch assignments, and professional designations, like the FINRA Series 7 and CIMA certifications.
“There were times I pursued growth opportunities, and other times I was tapped on the shoulder to lead different areas as part of a strategy shift,” she says.
One of those pivotal moments came twelve years ago when Garland transitioned into Marketing, leading marketing communications, product marketing and more recently, client marketing. These experiences became the foundation that launched her into her newly appointed role as Global Chief Marketing Officer, where she leads a team that is shaping the future of PGIM Investments’ marketing strategy.
“There are a number of initiatives and pilot programs underway that ultimately will help drive business growth and enable us to deliver better experiences for our clients,” she says.
Fostering the development of others
For Garland, few things are more rewarding than guiding others as they advance in their careers. She explains, “One of the most fulfilling aspects of my role is helping high performers grow and pursue their goals. I’ve had a number of team members who have moved on to other roles within PGIM or externally. I feel like a proud parent when I see someone take that next step in their career.”
Not only does Garland invest in the growth of her team members, but she is committed to supporting up-and-coming women across PGIM, as she recognizes what a difference it made for her own career.
“I was part of the first pilot program in PGIM Investments, in which I was paired with a mentor outside of my direct team. That experience opened doors for me, eventually leading to my current role.”
Taking leadership to the next level with an executive coach
Beyond the support of mentors and managers in her organization, Garland credits working with a leadership coach as instrumental in shaping her career development. She points to the accountability of meeting with a coach on a regular basis and working on specific goals as beneficial.
“With my coach, I developed a roadmap to focus on building strategic, one-on-one relationships with senior decision-makers in the organization – people I often needed to gain support from or collaborate with. One of the most valuable relationships I’ve built through that process is with our head of sales – a connection who was open and happy to meet with me as part of the growth plan I initiated.”
Another aspect of the coaching experience that Garland finds impactful is receiving input from her peers and leaders as part of a 360-feedback report, giving her the opportunity to reflect on her strengths and potential areas of growth from a multitude of perspectives. This feedback enabled her to create a plan around what to start – and stop doing – to focus on what matters most in her role.
She reflects, “I was also able to look at my functional area differently and recommend a new organizational structure that better aligned with where our business was headed.”
Lessons learned
After 25 years at PGIM, Garland understands that becoming an effective leader requires both time and experience to develop the necessary skills and confidence. She highlights the importance of focusing on progress rather than striving for perfection.
Another key element for career success that Garland emphasizes is self-advocacy. “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.”
“I used to have the mindset that if I kept my head down and worked hard, I’d be recognized for that and promoted in time. But, in reality, it doesn’t always work out that way. It wasn’t until I started becoming more intentional and vocal about my career goals that those opportunities finally started to come.”
Leaving time for adventure
Outside of work, Garland enjoys spending time with her family and exploring new places with her husband and two kids, both near and far – they took a recent trip to Nicaragua. She also finds joy experimenting in her kitchen – when she has time – and reading, preferably on a beach.
“I don’t think there’s such a thing as work-life balance. I view it more like a seesaw,” Garland says. “There are times where you may need to focus more on work, and times where you need to focus more on your personal life. As leaders, it’s important to understand that for our team members as well.”
By Jessica Robaire
Career Tips for Latina Leaders
Career Advice, Hispanic HeritageNotable examples include:
In finance, Latinas are even less visible, often facing barriers like biases and stereotypes that hinder their career progression. These barriers include a lack of mentorship and sponsorship, which are critical for advancement, and limited access to inclusive workplace policies that support work-life balance. Research shows that Latinas often encounter a “broken rung” early in their careers, meaning they are less likely to be promoted to manager-level roles compared to their male counterparts.
Is Change Coming?
The inaugural U.S. Latina GDP Report, led by researchers at California Lutheran University and UCLA’s Geffen School of Medicine, reveals promising growth. In 2021 alone, U.S. Latinas contributed $1.3 trillion to the GDP, a figure larger than the economies of all but three U.S. states. It also reflects a 51.1% increase since 2010—compared to an 18.8% increase in the overall non-Hispanic GDP.
Key findings include:
Overall, this report positions Latinas as a key driving force behind the U.S. economy, with a rapidly growing economic footprint and resilience across multiple economic indicators such as labor participation, educational attainment, and income growth. This trend is especially significant given that Latinas account for only 9.3% of the U.S. population but have driven 30.2% of labor force growth since 2010. While these figures highlight the growing economic power of Latinas, translating this momentum into leadership opportunities requires actionable strategies and intentional support.
Actionable Advice for Latina Professionals
Latina leaders across industries emphasize the value of embracing cultural identity, cultivating strong networks, and demonstrating resilience and authenticity in the workplace. Over the years, theglasshammer.com has featured many Latina leaders who have echoed these key themes in their advice.
Many Latina leaders highlight the significance of using their heritage as a strength. They suggest leveraging unique perspectives to connect with diverse audiences and encourage others from similar backgrounds. This involves incorporating elements of their culture, such as family values and community orientation, into their leadership style.
Networking is often underscored as a key factor in professional growth. Latina leaders recommend actively seeking mentors, joining professional organizations, and engaging with the community to open doors and gain valuable support throughout one’s career journey.
Resilience is essential for navigating challenges and adversity. Latina leaders encourage viewing setbacks as chances for growth, advocating for a mindset that sees failures as opportunities to learn and progress toward success.
Being true to oneself and one’s values is vital for building trust and fostering a positive work culture. Latina leaders encourage embracing authentic leadership by sharing personal stories and experiences to connect more deeply with teams and stakeholders.
This advice not only guides Latina professionals in their career paths but also serves as inspiration for anyone looking to navigate leadership roles in a diverse and inclusive manner.
How Executive Coaching Helps Latina Professionals
While these practices provide a solid foundation, leadership coaching offers a transformative approach to help Latinas unlock their full potential. Executive coaching provides tailored support, helping Latina leaders overcome sometimes unique challenges such as underrepresentation and dual cultural expectations. Here’s how executive coaching benefits Latina professionals:
Executive coaching focuses on developing core leadership skills, such as strategic thinking, emotional intelligence, and effective communication. Latina professionals, who may experience self-doubt due to cultural and societal biases, can benefit from coaching by gaining greater self-awareness and confidence in their abilities. Coaching helps them leverage their strengths while working on areas of improvement, leading to a more authentic and impactful leadership style.
Latinas often encounter cultural barriers that can limit their career advancement, such as the expectation of humility and deference in professional settings. This request for humility in women extends past Latinas with the current Vice President and Presidential nominee Kamal Harris just this week being asked about showing up with humility. An executive coach can help identify and dismantle these internalized and often external and projected misogynistic norms, encouraging Latina leaders to voice their opinions, advocate for themselves, and embrace a leadership presence that commands respect. Additionally, coaches can offer strategies to navigate systemic challenges, such as bias and lack of sponsorship, providing Latinas with tools to assert their value in the workplace.
The experience of bias and microaggressions in the workplace is a common barrier for many Latina professionals. Coaching offers a safe space for Latinas to process these experiences and develop resilience strategies. Coaches can help them reframe negative encounters, practice self-compassion, and develop a personal narrative that emphasizes their strengths and successes despite adversity.
Many Latinas struggle with balancing their cultural identity and the expectations of corporate culture. Coaching helps Latina professionals embrace their cultural heritage as an asset and encourages them to bring their authentic selves to work. This authenticity fosters greater engagement and satisfaction, as Latina leaders feel empowered to contribute their diverse perspectives to their organizations.
As Latinas ascend to higher leadership positions, they serve as role models and advocates for others in the community. Coaching prepares them not just to lead, but to mentor and lift up other Latinas, creating a positive cycle of representation and empowerment. The more Latina professionals in senior roles, the more the cultural narrative shifts, making it easier for future generations to see themselves in leadership.
A study from the Hispanic Association on Corporate Responsibility (HACR) revealed that Latinas who engage in coaching report higher levels of confidence, greater clarity in their career direction, and improved relationships with their peers and superiors. Companies that invest in coaching for their Latina employees also benefit from increased employee retention and engagement, as these leaders become more aligned with their roles and the organizational mission.
It is necessary to address systemic issues for progress, so as not to burden the individual with clearing barriers and obstacles that are beyond one person’s control. Addressing these disparities requires companies to implement more structured mentorship programs, track Latina representation at all levels, and create inclusive cultures that consider the unique challenges Latinas face.
By Nicki Gilmour, Executive Leadership Coach, Founder and CEO of theglasshammer.com
Yasmine Coupal: Partner, Goldman Sachs
People, Voices of ExperienceCoupal’s career is a testament to the power of embracing the unexpected. Born and raised in Venezuela, she initially set her sights on economic development, education policy in particular, planning to return to Latin America after completing undergraduate and graduate degrees in Economics and International Policy at Stanford. But a surprising detour into finance changed everything.
After graduation, a friend who was working at Goldman Sachs recommended she interview for a role on the Latin America credit team and Coupal was impressed with the people she interviewed with.
“It was too compelling of an offer to pass up, even though it meant adjusting my plans to return to Venezuela to be with my then boyfriend, now husband of 19 years.” She remembers, “long story short, I took the job in 2004, and he moved to New York instead.”
Yasmine thrived at Goldman as an analyst on the Latin America and Natural Resources credit risk team. Coupal states that she loved to travel across the region and while on a business trip in Argentina in 2007, she met a VP that ultimately convinced her to join the capital markets team as an associate. She then shifted her coverage from Latin America to domestic industrial companies.
“I wasn’t looking for a move, but I knew it was time for a challenge and to try something new.”
It was Coupal’s unwavering openness to new challenges that propelled her advancement from an internal facing role in Credit Risk to a client facing role in Capital Markets. However, it was the personal decision to relocate to San Francisco with her husband that proved to be a turning point in her career. Taking the risk to leave the financial hub of New York and follow her heart, Coupal found herself in the midst of Silicon Valley’s booming tech scene. Leveraging her unique position of being on the ground to meet with large cap tech clients, Coupal built relationships, knowledge and experience with TMT (Technology, Media and Telecommunications) clients while still very much covering her sector of industrial and real estate companies for the bank.
Ultimately, when the Managing Director for TMT debt capital markets retired in 2014, Coupal raised her hand and was selected to lead the team due to the strong relationships she had built with clients on the West Coast. In fact, she made Managing Director in 2015 and in 2018, the firm officially created the West Coast Financing Team. Along with Will Connelly, Coupal was named Co-Head and after growing and guiding the team through the pandemic, Yasmine made partner in 2020.
She reflects, “there will be moments in your career when you’ll need to make decisions based on what aligns with your professional goals and then there are moments when personal priorities are more important. Sometimes it involves taking risks, even when the outcome is uncertain. Ultimately, finding the right balance that works for you is key.”
Never one to get too comfortable, Coupal made another bold move two years later in 2022, stepping into an investment banking role where she leads coverage of large cap technology companies. Driven by her constant quest for growth and her ability to turn every opportunity into a success, Coupal is excited to keep pushing her boundaries and challenge herself as she continues as a leader at Goldman Sachs.
Investing in Relationships
When Coupal first interviewed at Goldman, it was the people she met who ignited her excitement about joining the firm. Even today, the connections she built at the firm throughout her career remain a driving force in her sense of fulfillment at work as she notes, “you’re not going to really love the job or be successful if you don’t like the people that you work with.”
In addition to making the work more enjoyable, building relationships also expands one’s network. Coupal advocates for taking the time and effort to establish those connections, particularly through in-person opportunities like meeting for coffee.
“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.”
The value of investing that time is multifold as it creates a sense of support, opens opportunities to learn from others, and engenders loyalty to each other and the firm.
“As people understand your interests, give you feedback and see that you’re performing, you automatically get new opportunities. It becomes this reciprocal cycle that leads to success,” says Coupal. “It’s also the glue that keeps people at the firm. One of the reasons I’ve stayed so long is because I have people that I admire who have invested in me. It creates a sense of loyalty.”
Mentorship is Reciprocal
In thinking about the significance of finding inspiration and support, Coupal points to one of her mentors, Susie Scher, as pivotal to her leadership development.
Coupal shares, “Susie was instrumental in my growth at Goldman Sachs from the associate level to Vice President, Managing Director and ultimately, Partner. In essence, she saw me grow up at Goldman Sachs. She is someone who identified my talent, invested in it, and was courageous enough to give me a lot of responsibility.”
Having the experience of a mentor who believed in her engenders a deep commitment for Coupal to pay it forward and be that support for others.
“It begins with how I develop my team and invest in them, placing a strong emphasis on feedback. I focus on building genuine relationships, getting to know who they are, their skills, their ambitions, and identifying the potential in them that they may not yet have recognized.”
Extending her influence beyond her direct reports, Coupal participates in formal mentorship programs at Goldman while also being open to informal connections when people reach out to her for guidance. In either circumstance, Coupal emphasizes, “mentoring is a two-way relationship, it requires both sides to equally invest. I might want to mentor as many people as I can, but if the other side is not reciprocating and wanting to develop that relationship, there’s only so far that I can go.”
Reflecting on where sponsorship fits within the framework of support and building relationships, Coupal believes that mentorship and sponsorship go hand in hand as the roles can shift and change as people move through the firm.
“It’s fluid. A mentor can become a sponsor, or vice versa, but the key to success lies not just in getting to know you personally, but in working with you. It’s that combination that makes the relationship most effective.”
Champion your Uniqueness
In addition to being an avid mentor and sponsor, Coupal supports diversity and inclusion efforts, participating in speaking engagements and hosting sessions that provide an opportunity for female talent at the firm to talk candidly about their experiences. One theme that she strives to convey to junior analysts is, “be your genuine self. Don’t try to be someone else. Don’t try to fit a mold that you think is the key to success.”
As a Latina woman excelling in the financial industry, Coupal speaks to how she champions her uniqueness and sees it as an asset.
“Being a subject matter expert while being a woman and Latina differentiates me, makes me unique and memorable, and many times allows me to connect with clients on a different level. Establishing these deep connections and trust has been critical in my career and allowed me to build and foster relationships I wouldn’t have had otherwise.”
Beyond recognizing the power of authenticity, Coupal emphasizes that adaptability and a willingness to step outside one’s comfort zone are instrumental to career development.
“Success in one stage of your career may not guarantee success in the next. Staying humble, seeking advice, thinking ahead, and remaining flexible when plans change is key.”
She continues, “be comfortable being uncomfortable. When you start feeling too comfortable, it’s a signal to challenge yourself with something new. It keeps you on your toes and ensures continuous growth.”
Outside of work, Coupal is eager to instill in her children the same curiosity and openness to new experiences that have shaped her own journey, especially through travel. “One of our greatest joys is taking our kids to explore different countries, cultures, and cuisines,” she says. Passionate about family time, Coupal loves spending weekends cheering at soccer games or unwinding together with a backyard barbecue.
By Jessica Robaire
Kelly Odenheimer: Vice President, Global Customer Care, ETS
Movers and Shakers, PeopleOdenheimer is a leader who believes that true success and fulfillment come from more than just professional milestones. She shares how cultivating deep connections, embracing difficult conversations with confidence, and offering genuine support are the cornerstones of her approach to making a meaningful impact in both her career and personal life.
Driven by Connection
With a thirty-year tenure at ETS, Odenheimer emphasizes the importance of finding meaningful connections in her work as the key to a successful and fulfilling career. From her beginnings as a temp reconciling bubble answer sheets to working in executive communications, marketing and sales, Odenheimer consistently sought to understand how her role contributed to helping others. Now as the head of ETS’ global customer care team, she continues to prioritize the impact of her work, striving to ensure that every interaction adds value and supports the success of both her team and the customers they serve.
“In my current role, I work with organizations in the US and India, fostering global connections with people who are all working towards the same goal. My focus is on aligning teams, getting everyone on the same page, and motivating them to achieve our shared objectives.”
Odenheimer highlights kindness and a willingness to listen as integral to building those connections.
“Sometimes we forget as we climb the corporate ladder the importance of listening. While we may feel compelled to speak up in meetings to maintain our presence or appear to provide value, there is so much more benefit in listening.”
A leader who prioritizes listening and seeks to offer help first not only builds strong relationships but also fosters a shared sense of unity and collaboration.
“I always say, ‘I can’t do it all, but I can give it my all.’ That’s why it’s crucial for me to engage the right people and build relationships rooted in kindness and authenticity, so they feel inspired to give it their all too.”
Global Leadership is About Transparency and Trust
As a leader in a global role, Odenheimer emphasizes building a foundation of mutual respect, transparency, and trust, to collaborate across cultures and time zones. In working with her team in India and managing the nine and a half-hour time difference, Odenheimer notes, “I start early so they don’t have to stay late.” She also points to the importance of making the effort to travel and meet the team in person.
“You cannot operate as a global leader if you’ve never been to the places where the people you have supporting you live and work. You will never make the connection you need to make that will allow everyone to be successful.”
Odenheimer notes that traveling to meet global teams in person also gives her the opportunity to understand the cultural differences in what motivates a team in India versus a team in the US.
“I can’t expect to fully understand what motivates people in Hyderabad or Kolkata while sitting in New Jersey. I need to follow their lead and trust their insights, just as they trust me. And I genuinely enjoy it—now, when I visit, we hold rewards and recognition ceremonies, which are deeply valued in their culture.”
Knowing how much recognition is culturally meaningful to the team in India, Odenheimer makes a monthly habit of sending thank you emails to people identified as going above and beyond. She shares how this seemingly small gesture can have a profound impact, as she’s been greeted with hugs from team members there, expressing heartfelt gratitude for a simple note she sent months earlier.
Mentorship with Perspective
For Odenheimer, mentorship is another element of leadership that aligns with her deep commitment to building relationships and empowering others. As a mentor of staff in ETS’s mentorship program, Odenheimer finds that mentorship goes beyond just offering advice; it’s about forging genuine connections and understanding the unique perspectives of those she mentors.
“Mentorship isn’t a one-size-fits-all activity,” she explains. “Each person brings their own strengths and weaknesses, and my role is to help them recognize these qualities, understand their implications, and consider alternative approaches without compromising their authenticity.”
Odenheimer is also involved in diversity, equity, and inclusion programs and is a co-executive sponsor of the LGBTQ+ group, which is important to her as the mother of a transgender child. Outside of work, she volunteered to coach her (at the time) daughter’s lacrosse team when she realized that there were no female lacrosse coaches for this team on the sidelines. As she recalls, “it was so important for me that those girls saw a woman step up and do something that only a man had done before and for my child to feel supported.” In all these experiences she has seen firsthand how providing a listening ear, being present, and showing up to offer support can make a meaningful difference.
“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.”
The Hard Conversations are Worth it
In addition to her passion for fostering connections, Odenheimer believes effective leadership involves embracing the hard conversations and confidently using one’s voice to drive change. Odenheimer reflects on how these values were ingrained in her from an early age; as the eldest of three siblings, she often found herself in the position of initiating difficult discussions.
“I was always the one who had to have the hard conversations,” she recalls. “It taught me very early on the importance of being authentic and transparent in order to see positive change.”
This early experience shaped her approach as a leader, where she emphasizes the necessity of having tough conversations in the boardroom.
“If we grow up shying away from hard conversations, it’s hard to suddenly start having them,” she notes. “But if you’re able to practice it your whole life, it makes it a little easier to walk into those rooms with a confident voice.”
For Odenheimer, using her voice has been key to her personal and professional growth. “Finding my voice to ask for more for myself—whether it’s more responsibility, a different title, or more opportunity—has been crucial. I took ownership of the path I went on, and I did that with my actions and my voice.” She believes that this is how people find true success, not just by climbing the corporate ladder, but by achieving satisfaction in life.
“The most pivotal moments,” she reflects, “are probably when I realized my voice could be heard. You keep speaking and someone will listen.”
Balancing Family and Personal Fulfillment
Odenheimer’s dedication to building connections and offering support is just as evident in her personal life as it is in her professional one. She shares, “supporting and experiencing things with my kids is what I value most. Whether it’s the journey I’ve gone on with my oldest and him finding his true self to helping my younger son figure out what college he wants to go to, supporting and being with my family has always been extremely important to me.”
As both her children played competitive travel lacrosse, Odenheimer spent every weekend throughout the summer traveling to games and cheering from the sidelines. Now that she is facing an empty nest with her youngest on his way to college, she is beginning to explore what else she might find fulfilling, including learning how to crochet.
“I am thrilled to find out what brings me peace, joy, and excitement in this next part of my journey.”
By Jessica Robaire