Tag Archive for: Mover & Shaker

Mover & Shaker: Devlyn Lorenzen, Business Support Associate, Wells Fargo

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Devlyn Lorenzen“Take charge of your own narrative and find people who will speak up for you,” recommends Devlyn Lorenzen, business support associate at Wells Fargo Advisors.

She suggests asking people what is said about you when you’re not in the room, and if the response is not how you would like to be seen, work towards changing the perception.

It was a realization she came to when she was attending a diverse leaders training program and was expressing some frustration to a senior member. The other professional asked, “How do you show up?”

“The question made me pause because I realized she was asking me to figure out the type of demeanor I had that people were reacting to,” she said “I realized I had created my own box because of my title and that was a wake-up moment for me.The title behind your name doesn’t limit what you are capable of. You control your own narrative; don’t let other people determine what you can do.”

Lorenzen calls that moment a turning point in her career, where she developed a renewed confidence and determination.

Seizing Opportunities By Raising Her Hand

The strategy of taking advantage of the opportunities that come her way has defined Lorenzen’s career. She began working as a receptionist at a bank and soon accepted another position as an administrative assistant. When that bank merged with another, she earned a position as an assistant for the national sales manager in Charlotte, NC, and was also able to assume a managerial role, supervising other administrative assistants.

When the bank eventually merged with Wells Fargo, she continued to move up and around in the company, helping to form cross-functional and cross-departmental partnerships and helping assistants find opportunities to work on projects with high visibility. She is currently involved in a marketing workstream to build a resource internet site allowing financial advisors to quickly link to other partners.

Finding Ways to Share The Importance of Diversity

Along the way, she has been highly involved with diversity and inclusion efforts. In fact, one of the professional achievements she is most proud of so far is receiving the Diversity Champion Award for her work with Wells Fargo Advisors in 2018. While the honor itself was important, she was even more excited at the chance to bring her 17-year-old daughter as her guest to the celebration. “I wanted her to see the results of my hard work and provide her the chance to see all of the women on stage being recognized. It’s so important for young women to see those opportunities in action,” Lorenzen says.

As part of her commitment to diversity and inclusion, she led a workstream for a website overhaul, to develop a site where team members can learn what’s going on and what training opportunities are available, as well as highlighting stories and messages from leaders. “We want to raise awareness and provide the resources people need, which is exciting as it is constantly evolving,” she says, adding that she’s enjoying the collaboration part of it most of all.

While Lorenzen appreciates the progress that has been made, she feels there are more opportunities for diverse leaders. “Where is my career headed if I’m not seeing people like me in leadership roles?” she wondered.

The key for her was to look at areas of the bank where she could see other women who were achieving, and put effort into seeking those women out for career advice.

That’s why she believes it’s important for new professionals to find a mentor, and if it’s a woman, even better. Surround yourself with people who will cheer you on and challenge you at the same time.

She currently has several role models—the main one is her sister who has a career in higher education and is working on earning a Ph.D. “She’s constantly forging ahead; I’ve watched her navigate her challenges by bringing her own seat to the proverbial table as well as bringing an extra one for another person. No one will automatically make space for you so that’s another reason it’s vital to have someone who can advocate and sponsor you.”

Another mentor is one of the private wealth regional presidents, who invited her to a Wealth and Investment Management Mid-Atlantic Women’s Summit and offered Lorenzen time on the stage to give a short update on her work with the Diversity Council.

Despite her nervousness, Lorenzen realized the value in accepting a stretch assignment. “You will gain confidence by overcoming your fears so I recommend finding a mentor that will push you and help you grow.”

Finding Balance Outside of Work

As an Army “brat,” Lorenzen lived all over the world, which inspired in her a love of travel. She particularly enjoys traveling with her sister and niece, as well as her daughter, who has participated in a German language immersion program since kindergarten as a way to achieve a broader worldview. Her daughter traveled to Germany for an exchange program and also spent time in the Dominican Republic for a service project. “I want her to understand that people’s lives aren’t all the same and to look outside her immediate circumstances.”

Family time is what’s most important to her: hanging out with her husband and daughter, sister and niece. In addition to watching foreign films and crime shows with her husband, she also loves to indulge her creative side by crocheting, learning to knit and solving puzzles.

“I view the current work-from-home orders as a gift to be still and slow down a bit.”

By Cathie Ericson

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Mover and Shaker: Jeanelle Johnson, Director, Deals – Valuations, PwC US

Jeanelle JohnsonFor PwC’s Jeanelle Johnson, it’s the experiences gained from taking on new challenges and living overseas which have made her career path so rewarding.

Having the right people around her was key to making it happen.

“Finding your people is extremely important in feeling like you belong, and sometimes you have to be strategic to find them,” she explains. For her, finding sponsors has been pivotal in helping her advance, both to understand the professional landscape and the unwritten rules.

Creating a Career on Her Own Terms

Johnson started in a different career path than most of her counterparts in the consulting world; she began at a family-owned business in the financial services industry where she examined trading by company executives and wrote articles for mutual fund companies. She decided to earn her MBA—working full-time, while pursuing classwork part-time on the evenings and weekends.

While participating in on-campus recruiting, she interviewed with an investment firm in Baltimore for an investment banking role and started as an Associate, only to find out a month later the group was being sold. Johnson was getting married at the time so she took a pause to reflect on what she wanted in her future career.

Earlier in her career, Johnson had been exposed to Big 4 firms, which she was surprised to learn did more than just accounting—but also valuations and M&A transactions, which is what she had enjoyed most when she worked in investment banking. She had also been intrigued by their reputation among her peers and in the media, such as in Working Mother magazine, as a place where she could enjoy a challenging work environment, but also be able to carve out the time she needed to start a family.

Johnson joined a Big 4 firm in 2006 and worked there until August 2015, appreciating the flexibility they offered her—first working remotely from California while her husband completed a graduate degree; then working from home most of the week when her first child was born; and finally offering her a transfer to the London office to accompany her husband who had been offered an opportunity there—a stint that was supposed to be a year and ended up being more than five.

When they moved back, she and her husband decided it was best for the family to focus on her career, and he became the primary parent. Johnson was looking for a firm that was supportive of developing people like her into partners, and the recruiter who had hired her at her prior firm was then at PwC so she pursued an offer there. “I was offered a position that started in March, but I told them that I could not start until August, and they were willing to wait,” Johnson says, which confirmed she had found the right place. They moved to New York for two years and then returned to Washington D.C. in July 2017, which she says has been wonderful both personally and professionally.

And, she says, that’s the professional achievement she is most proud of so far…the ability to pivot to whatever opportunities she was offered, rather than just following a straight line.

Finding Role Models—And Acting as One

Johnson says she admires people who demonstrate grit and resilience, and who don’t let anyone see them sweat—even when they are. “Maintaining that calm, level head imbues confidence to everyone, while also being open and approachable—those are qualities I try to emulate,” she says.

As one of the senior women in her practice group, she is proud to take part in diversity and inclusion initiatives that help promote the idea that it is possible to have both a successful career and family, especially as an underrepresented, minority woman. “Much of the corporate world was not designed by us or for us, so being visible allows younger people to see what they can accomplish,” she says.

Recently, Johnson joined the board of directors for a charter school in D.C. as another way to share her professional acumen.

With two children ages six and 10, she appreciates the opportunities that were presented by living overseas. “It provides you with such an interesting frame of reference; we traveled extensively, and my daughter has visited 18 countries…she’s drummed on the streets of Istanbul and been in a backpack in Marrakech markets.”

“Traveling gives you a broader view of the world, and I am passionate about instilling that in my children. If you stick to what you know, you may never see what is possible.”

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Mover & Shaker: Emily Viner, Vice President of Agency Growth & Development, The Guardian Life Insurance Company of America®

By Cathie Ericson

A recent study on the gender gap in sales showed that it was a career that wasn’t even on the radar for many women, which Guardian’s Emily Viner finds to be a shame.

“If women can match a passion they personally have to a sales role, their opportunities are limitless,” she says. “Really caring about the product, program or process is where you can get that mojo and when that happens, the sky’s the limit.”

Finding a Calling in Her Work

That passion has inspired Viner’s work and led to her long, successful career with Guardian.

A first-generation college student, Viner graduated with a marketing and economics degree but was drawn to sales. “I soon realized that a commission dollar is a commission dollar not 63 cents on the dollar like my friends were going to earn and knew that would be my future,” she says. She started in a banking-related industry and then moved into financial services, which turned out to be her calling. “I found such a passion of purpose for families, particularly women, to help them plan for their family’s future,” she says. It’s a cause near to her heart, as she realized what this type of planning could have meant for her family, especially her mom who became a widow at 42.

Viner started at another firm as an advisor, but soon transitioned into leadership and helping the firm grow. Her professional standing grew when she wrote an article for the GAMA News Journal and subsequently spoke at GAMA’s industry conference. Based on that attention, she was soon recruited by two different companies for corporate roles, but at the time her kids were little and neither of the firms offered the flexibility she needed.

She accepted a consulting arrangement with one company while Guardian stayed in touch, eventually reaching out to offer her the chance to architect how and when she would work.

That was the start of a 21-year relationship where she has grown both personally and professionally, with her daughters growing up as part of the Guardian family.

Looking back over the course of her career, she believes that opportunity to write an article and speak at the convention truly changed the course of her career, and it came full circle recently when she was honored with the inaugural Visionary of the Industry Award for her work. “It’s humbling but also reminds me there’s still so much work to do,” she says. But while the quest continues, she appreciates that the award offered a moment to pause and reflect on how much progress had been made.

Helping Other Women Achieve Success

Viner is ebulliently optimistic about the opportunities available to the next generation of women and implores others to remember the infamous words of Madeleine Albright: “There’s a special place in hell for women who don’t help other women.”

That said, she has also benefitted from the sponsorship and mentorship of many men within the organization, many of whom are now retired, who helped her grow as a professional.
She encourages younger people on her team to find mentors throughout the company who can share wisdom, whether it’s industry-related or focused on professional skills, such as executive presence or making sure your voice is heard in meetings.

Right now she focuses much of her efforts on helping the firm innovate with its workplace culture as a way to retain talent. For example, they have introduced flexible leadership training programs designed to be more accommodating for those interested and uses assessment so that each person gets what they need, when they need it.

And Guardian is expanding their use of apprenticeships to find different pathways and bridges to becoming an advisor so that individuals can find the onramp that works best for them. It’s important, she says, to focus on diversity so our firms reflect the communities we serve.

One of Viner’s most influential learning moments came while she was attending a dinner hosted by Catalyst, a global nonprofit focused on building workplaces that work for women. At the dinner, a key note speaker shared “that men say yes to opportunities, even when they don’t know how to do something. Many women don’t do that and spend more time being ‘competent rather than confident.’ Women need to realize that if they raise their hands, they will figure out how to succeed in the role.”

Viner participates and hosts a number of professional development programs, but one of her favorites is Guardian’s annual Women’s Leadership Summit (WLS). She is not alone: She has heard that many women leaders say that WLS has kept them energized over the years. The network created an important level of support both personally and professionally for women, many of whom might be the only female advisor in an office of 40 men. One regular attendee of WLS who formed a study group from being at WLS recently won a special sales leadership award, and she had this to say about her involvement in the organization: “There’s a study group I have from the WLS that has sustained me, and next year I’ll make sure they’re all up there receiving awards with me,” she says.

Raising Two Strong Daughters

Married for 32 years, Viner has two daughters, one a Veterinarian working at the teaching hospital at University of Wisconsin, and the other working at and starting a Master’s program at Columbia University. Viner and her daughters decided they needed an impromptu getaway before they went their separate ways and recently enjoyed a relaxing and rejuvenating long weekend in Turks and Caicos, where they have all always wanted to go. “When I’m with my girls, everything’s ok,” she says.

And she feels confident that they are on the road to success, as she has passed on the importance of financial planning to them. “They have products in place to protect their income, have their investment accounts, and I can see their confidence with their finances. I love knowing that they know saving is such a foundation. Passing this on to the next generation is so rewarding.”

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Mover & Shaker: Svetla Marinova, Vice President of Innovation, APG

Svetla MarinovaBy Cathie Ericson

“I always assumed that one needed to have studied a particular major in college in order to work in that industry, especially finance, but I have come to find that some of my most successful colleagues and classmates found their way into their respective industries by ‘falling into it’ in different ways,” says APG’s Svetla Marinova.

“I believe they are so good at what they do because their minds approach problems differently from the minds of their peers who have all been trained in the same traditional way, and they are valued for that very reason.”

Marinova’s creative career path certainly bears that out.

Seizing Opportunities Throughout Her Career

Marinova always thought she’d pursue academia and focused on preparing herself for a PhD in Economics, with a focus on Environmental Economics — even spending an extra year in college focusing on math, and then earning a Master’s degree in Climate & Society at Columbia straight after college. But when she eventually started her PhD, she realized a research career did not fit her energetic and outgoing personality.

“I wanted to be in a dynamic environment where my actions could effect change right away,” she says, deciding to join a consulting firm as a way to figure out what industry she might be drawn to. She joined what was at the time a startup called AlphaSights, now a 400+ employee firm, as the first female employee in their NYC team of 10.

After a year she fell into fintech, becoming the first employee of S&P Global’s Innovation Lab, where she developed an affinity for the field and the Lean Startup methodology as it applies to software development, particularly driven by an interest in deriving insights from data through data visualization.

While at S&P Global, she created a summer internship competition called Mission Possible, where interns form teams and act like startups, developing a product over two months. The competition culminates with a pitch before senior management who act like VCs; for four summers she oversaw the program with 50+ interns each summer. She also created more than a dozen proofs-of-concept with her S&P team, and initiated numerous initiatives meant to stir the organization into more creative thinking.

While there, Marinova also designed and product-managed a smart search tool at a time when natural language processing was in its infancy as applied to financial services. Within six months, her team had a cutting-edge product that they had built iteratively with zero prior experience in natural language processing and with limited resources.
“It was incredibly rewarding, and I learned that I’m capable of picking up any project and making it successful if I do the proper research and am given freedom and support to execute,” she notes. “I also taught myself to pick up the phone and ask for advice when I don’t know how to do something, which saves a lot of time and worries. Of course, being surrounded by top-notch engineers with the same can-do attitude was essential to our success.”

And, she learned that while her ideas were sometimes outside-the-box, and that not everyone was going to get them or love them immediately, there are opportunities and challenges in the fintech space that merit exactly that type of bold and unconventional thinking.

In an effort to learn more about data architecture, she spent two years working on strategic data sourcing initiatives at Deutsche Bank, where she co-led an employee resource group called Career360, a knowledge-exchange program between junior and senior employees. The program has grown significantly and exists in many countries around the world now.

During that time she began the Executive MBA program at the Wharton School of Business, a two-year program with the same curriculum as a full-time MBA, but with the caveat that all students also work full-time during the program. She graduated in May 2018, proud of her success at completing the intense program.

In addition to learning about finance, marketing, general management and entrepreneurship, she says she gained confidence and traveled the world with classmates on global knowledge trips to Japan, Argentina and Spain, to name a few, along the way meeting incredible people from a variety of industries and geographies.

She joined APG, the largest Dutch pension fund, in September 2017 as vice president and manager of innovation, where for now at least, she is again a one-woman show building out an innovation program for the New York office using the lessons learned from her Innovation colleagues in The Netherlands . This entails scouting out the fintech ecosystem for startups who could be potential strategic partners; coaching experiments or internal R&D projects aimed at delivering products and services for the pensioner of the future or aimed at improving the investment process; and creating and sustaining a culture of innovation via various internal initiatives from a speaker series to ideation sessions.

“I’m excited to be building cutting-edge tools for a company that believes in and supports innovation,” Marinova says. “I feel encouraged to explore ideas in the areas of fintech that truly interest me, such as artificial intelligence, blockchain, and sustainable investing.”

At the moment, she finds she’s most enthusiastic about their experiment with alternative data, which she researched thoroughly prior to designing by talking to industry peers, alternative data vendors, platform providers, internal investment experts and compliance professionals. “It’s a truly collaborative effort between our New York and Amsterdam offices, and I cannot wait to find out what we will learn from this experiment about how to tackle the growing volumes and types of data that are becoming available.”

A Full Life Inside and Outside of Work

Marinova participates in the APG U.S. Women’s Forum, which is an initiative that seeks to enhance careers by providing opportunities both within and outside APG to share information, strengthen skills and develop rewarding professional relationships. In addition, they seek to serve the broader community, especially in ways that have a positive impact on women and girls. For example in February, they raised money for the Young Women’s Leadership School, whose students visited the office for job shadowing, mock interviews and case coaching.

Starting with her first role model, her father, Marinova mentions that all of her mentors and managers thus far have been male, and she looks forward to the day when she will end up reporting to a woman she can look up to. “Unfortunately women are massively underrepresented in the fintech space, especially in senior roles,” she says, adding that she catches herself counting the number of females on panels or even in the audience at major fintech conferences. “I think it is slowly growing, but still remains within double or even single digits. I hope to change that.”

Outside of work, Marinova engages in a wide variety of hobbies, including travel, music, dabbling in arts, and reading – from books that help her retain her professional edge to fiction. She has served as a volunteer coach with FIRST Robotics and NFTE, where she taught entrepreneurship to high school students, and looks forward to re-engaging in her mentoring and volunteer activities after completing her MBA.

And all of her efforts are guided by an underlying principle: “Don’t cut corners when it comes to your personal effort — make things happen using the highest standards that you can think of,” she says. For her that manifests itself as thinking of every project as an opportunity to showcase existing skills and learn new ones. She’ll seek advice from online journals or others in her network, but isn’t afraid to make up her own way of doing something if she finds that nobody is doing it quite right. “When nobody has figured out the solution yet, that’s a great opportunity — this is how new products and processes are born out of a blank canvas,” she says.

Equally important to her is always maintaining integrity, and always being kind to everyone you meet along the way, eager to help others and to hear them out. “As Ray Dalio says, it’s essential to surround yourself with smart people who are not afraid to disagree with you — this brings us all closer to the truth.” “Being open to entertaining opposing views is how you create trust with people, and they will always remember if you’re someone who is willing to fight for the right thing,” she says. Not to mention, of course, that besides being a recipe for career success, it is also one for living a happy life and sleeping well at night.

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Mover & Shaker: Lisa Goldkamp, Vice President of Partner Development & Sales Solutions at WEX Health

Lisa Goldkamp

By Cathie Ericson

Hard work indeed pays off – and you can’t shirk that part – but hard work alone doesn’t mean doors will automatically open for you, says Lisa Goldkamp.

The key, she says, is to work smarter and draw on your own emotional intelligence.

“You can’t quietly sit there and expect everyone to recognize your role,” says Goldkamp. “You have to build relationships and be aware of your own personal brand, making sure that people know who you are, and that others are not getting credit for your hard work.”

Advancing Her Career Through Seizing Opportunities and Embracing Change

Goldkamp’s career path has been built on a successful tenure at two organizations. She began as an intern at a company that provided IT training to corporate employees, where she says she quickly learned that effective use of technology can impact your productivity and success.

It wasn’t long until the owner of the franchise saw her potential, and she advanced to managing a team of 15 in operations.

After honing her management skills, he subsequently asked her to step into an account executive role — although she had never considered sales, she took the chance and soon realized how much she loved consulting with clients.

Soon she decided she wanted to relocate to her hometown of St. Louis and leveraged relationships she had built to attain a job with a predecessor of her current company, WEX, which she ultimately joined through a series of mergers and acquisitions.

In fact, she credits her ability to thrive in the face of constant change as a key to her success. “I find that lots of people choose the path of fear during change, but I consider it an opportunity to grow my impact,” Goldkamp notes. “ I look at every change as a challenge to figure out what I can do to embrace new people and situations instead of being paralyzed. Disruption has brought my best breaks.”

Her first role at WEX was in consultative sales using technology to help prospective clients find solutions to complex problems, and over time she grew into a pre-Sales leadership role.

A recent promotion has opened the door to new opportunities, including extending her consultative sales leadership to an expanded team that is focused on bringing sales excellence to prospective and current partners. As a result, she has welcomed new talent to her team whom she can help develop and mentor. “I’m excited to have the chance to build an expanded managerial infrastructure and promote additional leaders.”

Goldkamp knows that she has been fortunate to have people who believed in her, who were willing to go to bat and champion her, and she looks forward to doing the same.

Emulating the Best Qualities Around Her

While she has worked with many individuals she considers to be role models, Goldkamp says she can’t help but look up to WEX CEO Melissa Smith for being both successful and down to earth. The first time they met, when WEX was acquiring her former company, Smith was pregnant with her first child and Goldkamp was pregnant with her second.

Over the years, Goldkamp has had more opportunities to interact with her at company events, and is always struck by how accessible she is. “As we all know, tech firms tend to be male dominated, and I really respect both her career path and who she is as a person.”

Among the qualities that Goldkamp herself aims to portray to others are a positive attitude, a strong work ethic and strong professional and personal relationships, all of which she believes have been crucial to her success. And she notes that you have to trust your coworkers and leaders in order to achieve a strong work/life balance.

Having had three kids in less than four years, that balance currently entails spending time with them whenever she can. She credits her husband, who has been home with the kids for the past five years, as greatly simplifying their life, given their busy schedule and her own travel needs.

Having a support system at work and at home is the key to achieving balance, she finds. “Over the years I have recognized that you can’t control everything or do it all yourself. Becoming a mother highlighted the need to prioritize and empower others since you can’t do it all alone.”

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Mover & Shaker: Irina Hossu, Vice President Finance, Corporate Payments, WEX

Irina HossuBy Cathie Ericson

Trust yourself and your gut, says WEX’ Irina Hossu.

“It’s ok to make mistakes, but you have to realize that a failure is only a failure if you don’t learn from it,” she says, adding that she realizes she has been overly hard on herself at different phases in her career.

“You tend to work to a level where you are trying to be a perfectionist, but you’ll learn more when you own your decisions and mistakes — correct them, learn from them and move on. If you’re not making any mistakes, you’re probably not working hard enough.”

She takes to heart the words of Richard Branson, who once said, “If somebody offers you an amazing opportunity but you are not sure you can do it, say yes – then learn how to do it later.” She says that’s the one piece of advice she would give: To take chances on yourself because if someone offers you this perfect experience, it’s because they see something in you, even if you don’t yet see it yourself.

A Realization of the Many Facets Her Career Path Offered

Hossu says that in her 20s, her answer to what career path she wanted to pursue would have been anything but finance and accounting, but that’s only because at the time she didn’t understand the many facets of that industry.

She started in the technology and services department of Xerox straight out of university, which she says set the trajectory for her career. She spent nine years there in six different roles that gave her ample opportunity to see all sides of the business. Although they were all under the finance umbrella, the diverse functions included promotions, product launches, sales finance, customer-facing tasks, negotiations and legal write-ups, culminating in owning her own P&L.

She followed that with a stint at a multinational beer company and then went to consumer packaged goods, where she spent five years in the professional hair and cosmetics industry. While she was responsible for finance, she also oversaw human resources, legal and supply chain. “I learned so much on the HR side, including understanding the ambiguities you will experience when managing people, which has helped me be able to look at issues and problems through a different lens and made me a better leader.”

While she was there, the company was acquired by Revlon, and she says that her greatest professional achievement was integrating the teams. “There was a genuine respect and camaraderie among the team, coupled with strong skill sets,” Hossu says. “Teams are only as strong as the weakest link, and each member went out of their way to support the others.”

It also helped her learn the valuable lesson to always hire people with different skill sets than hers, and let them run, with the outcome of a smart, cohesive team. “Along the way it has quickly become clear how important it is to have a loose general knowledge of all facets of the business, but realize that you don’t have to be the expert at everything – that the best ideas come from collaboration.”

Fifteen months ago, she joined WEX and the corporate payments industry, where she is currently focused on the travel segment and recent consolidation of key customers. She sees one important emerging trend as the need to differentiate their technology against key competitors, including looking at blockchain and how WEX can be first to market to utilize that new technology and better support customers.

While there is currently indication of competitive pressure across product offerings, pricing and technology, she feels confident that WEX will continue to hold onto its historical success as the first to offer emerging payment technologies, even as other organizations see their successes and emulate their learnings. “We have to remain nimble and listen to customers to make sure we’re offering what they want,” she says.

Believing in Yourself

In many ways, Hossu believes that women tend to be their own worst critics, both at work and home as they try to manage work/life balance.

“We need to do a better job of asking for help when we need it and giving ourselves a break,” she says. That realization came to her starkly when one leader with whom she was working made an off-the-cuff remark that he typically likes to employ women because he had recognized that they traditionally feel they have more to prove and will work harder.

She believes that increased pressure on women to be able to manage it all can sometimes be a detriment to their careers. However, Hossu believes that the current social/political climate, including the MeToo movement, will help shift focus and appreciation for the value women bring.

To help create bonds among other women at WEX, she participates in an informal quarterly Women of WEX group that meets for dinner and networking to bounce ideas off each other. In prior organizations, she has benefited from various courses directed at women in leadership.

“Female leadership tends to be different than male, as women are traditionally more emotional leaders,” which she defines as the benefit of understanding the ability to see situations as “gray,” rather than just black and white. “Women must learn how to use that skill set to their advantage,” she says.

In her own life, Hossu is currently focused on her family, as she and her husband welcomed their first child in October. “I spent the majority of my adult life focusing on my career, but to become a mom has completed me and given me a new perspective on what’s important, which will make me a better professional as well,” she says.

Even with a baby, Hossu believes that travel is still vital. Part of it is her heritage:
Her husband is Australian and she is Romanian/Canadian, and they met on a small island in Thailand. “We hope to instill in our son the importance of embracing other societies and learning to communicate with people who don’t look like you. Having a simple conversation in a culture you’re not familiar with can offer a very powerful lesson you can bring back.”

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Mover and Shaker: Kerry McBride, Director, Application Development, WEX

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 By Cathie Ericsonkerry

Kerry McBride started at WEX on a four-day temp assignment and never left. As she recalls, she was there to do some filing and said “Do you want me to come back?” They did; she did; and after three months, was named an entry-level employee on the credit side.

Her initial reasons for staying were practical: As a recent college graduate in a tough market she was looking for a steady job and health insurance. It was also the beginning of the PC boom and she appreciated the in-depth training WEX was offering. She made the most of the opportunity though, and after five years on the business side, she was a recognized subject matter expert, which she considers to be the pivot point where she shifted her thinking from WEX as a job to a career. She subsequently took on business analyst and project management roles before there were formal teams, then a team lead role and a manager role and eventually was named director of applications development.

A Culture of Acceptance and Support at WEX

Another reason McBride meshed so well with WEX’s culture was because the nature of the organization was so far from her initial expectation of the corporate world. Her mother had worked in a corporate role and she remembered the cube-filled workplace as conservative, stressful and hierarchical. “I knew I never wanted to work in that sort of environment, so when I started at WEX I was delighted that it was such a different organization with so much flexibility to try different things. I have been very fortunate that the culture promotes stepping out of your comfort zone in a supportive way, with no political backstabbing,” she says.

She also noticed immediately that it was more diverse than she had expected — in age, skills and background – which was important to her, as she is able to be out at work. “It’s just one aspect of my life, but it’s who I am, and I appreciate that I can just be myself without a division of a ‘work persona’ and a ‘home persona.’ When you’ve been somewhere for 22 years, you develop friendships and so I mention my partner frequently,” she says, adding that when you’re pouring time and energy into a company, you want to make sure that everyone is respected and treated fairly.

She also appreciates that she’s had the chance to possibly open the minds of coworkers who might not have known many openly gay people before.

“A diverse and progressive culture is important for all of us”

McBride’s tenure and trajectory at WEX has been helpful in her current position as she coaches her current team members in directions they may not have thought about. For example, she had a recent direct report who took on a stretch assignment as a lead; though he was a bit shy by nature she knew he had the right skills and indeed, his contributions to the year-long project were recognized at the company’s recent annual awards ceremony. “He was proud of himself, as was I. As I progress in my own career, I find the coaching role highly satisfying,” she says.
She considers it a way to pay it forward, based on her own positive experience at the company. Since she herself didn’t come in with a clear picture of what she wanted to do or idea of where she was going, she appreciated that her managers were wonderful advocates in helping create positions that suited her skills and helped open her eyes to qualities she had and how they aligned with her skills to create her successful career path.

After spending 21 years on the North American Fleet line of business, McBride was asked to take on an assignment to build a U.S.-based development team to support the International Fleet line of business. Building the team with talented in-house developers and coordinating the transition of two experienced developers from Auckland, New Zealand, provides a great opportunity for WEX to expand U.S.-based development capability.

She knows that while mentors and sponsor can facilitate opportunities, each person has to drive their own career, filling the void when there are leadership gaps and taking full advantage of an opportunity.

Career Lessons Learned From Childhood on Up
She considers her mom, who pulled double duty as a single working mother, to be her role model. “Since she was in the corporate world, that’s what I saw, so when my friends played house, I would play office,” McBride says. Of course, she also remembers the times her mom came home stressed and so now whenever she feels overwhelmed, she is able to draw on that memory of how her mom persevered.

She also modeled the smart risk-taking behavior McBride brings to her career. “Failure can happen, and I took a risk going over to the international side of the business.” Recent leadership changes, a new vision and new requirements mean that McBride will leave the international role behind her, but not without taking away the positives. “Right now, I’m setting the base and supporting the new strategy. Even though I won’t get to see the end result, I’m proud of what I started and want the team I put together to be successful.”

McBride also makes sure to take time to focus on her mental health. She took up running at the age of 35, gravitating toward longer distance running. She was surprised how much she loved it, and notes many parallels to success at work. “I love having a schedule and getting those runs in,” she says.

“Long-distance running is all about mental preparation and being able to visualize the end and coaching yourself through the distance and miles. It’s what keeps me sane.”’

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Mover and Shaker: Ciara Quinlan, Head of Electronic Principal Trading FX, Rates & Credit, UBS

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ciara-quinlanBy Cathie Ericson

Few would call banking a “flexible” career, but UBS’ Ciara Quinlan has found the secret to success in balancing work with family life.

“When it comes to being a great mum and achieving my career goals in parallel, I’m a believer in having it all,” she says. “I took off the time I wanted when I had my son four years ago, and initially came back part time while managing to roll out a major project and advance my career at the same time.”

She notes that one of the reasons she hasn’t felt she had to sacrifice is that she has always been
brave in asking for what she wanted and flexible herself in making it work. Even though flexible working wasn’t commonplace in trading roles at the time, she asked for a chance and worked hard to make it a success, noting that she would have burned out long ago otherwise. “Sometimes we have to create the environment we need,” she says.

From Engineering to Banking

After earning a Ph.D. in electronic engineering, Quinlan decided to join the banking industry after learning that the industry was eager for people with her qualifications. She was offered a position at Dresdner Bank as a junior quant trader in foreign exchange, applying the same type of algorithmic and statistical approaches she’d learned in engineering.

“I was looking forward to working in a fast-paced industry and instantly took to working on a trading floor with many diverse characters and cultures. I loved the pace, intensity and unpredictability of the market.”

Shortly after she arrived, the majority of her team was redeployed, and she ended up embarking on a project to rebuild the electronic trading systems with her boss. “It was the best thing that ever happened to me as I had to learn very quickly how to manage projects and figure things out for myself,” she says. One of her first project deliveries was the EFX pricing system, and shortly after it went live, Lehman went under. “I was very quickly thrown into the deep end, and our new system was really put to the test,” she recalls. “Thankfully it handled the unforeseen market uncertainty and volatility very well.”

Several moves followed: she joined Barclays to work as a mid-level quant trader and later became co-head of the quant trading team; then she was approached by an old friend and colleague who wanted her to head up electronic FX quant trading at State Street so she went there and was able to hire a new team of top talent to build the company’s electronic FX trading systems. Then, three years ago, her former Barclays’ boss approached her to run electronic trading for FX at UBS. That role expanded a year ago to running electronic trading for FX, rates and credit.

“All the moves I’ve made have given me an interesting outlook on the culture of different banks. I know what I value from a firm and now find myself in a very happy place at UBS,” she says.

Right now that includes a large team expansion and undertaking the massive project of rebuilding electronic pricing and hedging for the eFX principal business, as well as building from scratch UBS’ electronic interest rate swap business.

“Those are the moments I look back on with the most pride — the growth periods when you’re building new things and everyone’s involved and excited to be consumed with the work. Then after the tough slog, you have the reward of seeing the new business flow in and realizing your success.”

The Many Benefits of a Career in Banking

Quinlan’s experience in banking has been overwhelmingly positive, a sharp contrast from general media portrayals she had seen prior to joining that show the business as being full of ruthless people, a rat race where you sell your soul and burn out quickly.

“It’s been nothing like that,” she says. “I love banking and have found there to be such diversity in the different roles and potential career paths. It’s actually an extremely open environment where people are very interested in your views regardless of your level of seniority,” she says, adding that even as a new starter having never studied finance and economics her views were listened to and valued.

A Family Role Model and Sponsorship Helped Show Her the Way

Quinlan readily admits that her role model has always been her father, a senior manager at IBM. “He really inspired me and I still think about how he would handle certain situations when I’m faced with them,” she says.

She most admires that he tackled every job with the same high level of positivity and hard work, even long after he had retired. “It didn’t matter whether the job at hand was boring or he would get any personal benefit,” Quinlan remembers. “He tackled everything with enthusiasm and gave each job, no matter how small, his full effort.” She also admires that he was always incredibly positive and treated everyone with respect regardless of their position. “He was successful because people wanted to work hard for him,” she notes. “I always try to apply myself with the same level of enthusiasm.”

That outlook has been important as she has progressed from building models to managing teams, where it’s vital to have open communication and ensure their motivation and buy in.

“You can have the best strategy in the world but when you’re running a business, you have to motivate the workforce who are actually producing the work and get them to buy into your plans,” she notes.

Quinlan says her career has been shaped by informal sponsorship especially with bosses who exposed her to cross-business relationships. “I didn’t know it at the time but it was massively important in how my career has progressed,” she says. “Early in my career I focused solely on delivering my projects and didn’t give much thought to networking or career next steps. My bosses encouraged me to push myself forward and gave me the exposure needed across the firm.”

And now, she repays the favor when she mentors people who are new to the industry, reminding juniors who are focused on applying themselves to the immediate tasks at hand that they have to ask for more and put themselves forward. “If exposure across the firm doesn’t land in your lap, you need to take responsibility and make it happen.”

She shares her insight with a female networking group that she started at UBS, modeled after a similar one at State Street. One or two senior women meet with a small group of more junior associates to discuss different topics — anything that’s challenging them. “It’s the perfect environment to raise issues they are having and always involves interesting debate,” she says.

In addition, she has been involved with a UBS front-office-led maternity support group that pairs a “business buddy” with an expecting mom to communicate changes and help them stay in touch while they’re out. She’s been participating as a buddy and now is about to use it, as she is pregnant with her second child.

In the little spare time she has, Quinlan says she loves travel, music and watching her little boy grow up. “I feel fortunate I get to take such an active part in his life and am proud he’s growing up learning that gender plays no role in potential career success.”

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Mover & Shaker: Teresa Burrows, Director, Program Manager, TIAA

Teresa Burrows“Change is difficult and hard, but it can also be fascinating and extremely rewarding if you embrace or seek it. Having this perspective has allowed me to grow in my career and my personal life,” says TIAA’s Teresa Burrows. Adapting to change is a learning process, she adds. “You need figure out how to balance both your emotional and logical sides to help successfully lead yourself and others through change.”

The Path to TIAA

Burrows is no stranger to change. After graduating from the University of Pennsylvania where she studied economics, Burrows took a different path from her educational background and went to work for Andersen Consulting as a consultant where she was in a variety of roles from software developer to business analyst. Building upon the experience she had at Andersen, Burrows next became a business analyst in the Information Services division of Putnam Investments. After encouragement from her manager to expand and change her role, Burrows soon moved into project management and program delivery, ultimately leading the technology strategy and delivery for International and Institutional Defined Benefit systems.

In 2005, a former manager presented Burrows with the opportunity to relocate to Charlotte NC to come to TIAA and work with her doing IT program delivery. Since joining, she has helped implement numerous technology initiatives for the Institutional business before landing in her current role as a technology program manager in TIAA‘s new Digital organization. She appreciates the challenging, fast-paced, fluid environment. Burrows is proud of the team that she’s assembled, and their ability to adjust to constantly changing priorities and needs. “It is gratifying that I can inspire and motivate them to deliver great work,” she says.

Right now, she’s excited about a recent organizational change that gives the team an opportunity to take on exciting, new projects in different business areas. “I’m excited to transfer the knowledge that we’ve gained from working on the institutional side of the business to the individual/retail side, while forming relationships with my new partners,” Burrows shares.

Role Models Teach Lessons Along the Way

Growing up, Burrows emulated the hard work ethic of her parents, both of whom were Chinese immigrants and successful entrepreneurs. When she started her career, Burrows assumed that keeping her head down and working long hours would foster success, but she’s since found that working “smart” by using the right tools and working collaboratively within a team is more fruitful.
Along the way, Burrows says she benefited from informal mentors, both peers and managers, even some of whom weren’t her own. They offered advice or perspective and helped her advocate for herself while serving as admirable, empathic and honorable role models. “The best manager that I ever had took the time to understand me, my career aspirations, the team and the business, and those are the qualities I try to portray,” she reflects.

She also knows that it’s important to learn from less-desirable situations, noting a time earlier in her career when issues arose on a key project. Rather than communicate their troubles and asking for help, the project leader was instead only concerned with how that would look. As a result, there were fairly significant issues with the delivery of the project. The situation showed her that when there are problems, you have to ask for help. “When you are transparent and open with your business partners, people can put their heads together to form a solution,” she says, noting that your client is likely to respect that strategy and step in and try to be part of the solution.

She says her success over the years has come from strong relationships she’s built with her team, peers and clients, both external and internal. “You can build the relationships you need to be successful by establishing a culture of respect, truly listening to people, offering empathy, following through on actions and being transparent and honest when there are issues or problems,” she says.

Tackling Gender Issues

Although the financial services industry, and in particular IT, are largely male dominated, Burrows has found her path to be largely unencumbered by gender stereotypes. In fact, one surprising situation she remembers occurred during a project she undertook when she was with Putnam. A Japanese partner firm wanted to build a website to provide investment portfolio account information. “While there were a surprising number of gender and cultural considerations that could have impeded on the project’s success, we were able to take these into account and ultimately it went really well,” she says.
At TIAA, she is an active member of the Women’s Employee Resource Group. She appreciates it as a valuable resource for its webinars and events, but particularly because of the networking opportunities that help her connect with women with whom she may not otherwise cross paths.

Life Outside Work

With two sons, ages 13 and 15, Burrows leads an active lifestyle. The family loves to travel and hike and tries to visit a national park each summer, with an upcoming trip to her home state of Massachusetts planned.

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Movers & Shakers: Sofya Pogreb, COO, TrueAccord

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Sofya PogrebFocus on people, not just projects – that is the “aha” moment Sofya Pogreb had recently when a colleague paid her that compliment. “Spending time working with my peers, mentoring people and trying to understand their needs helps me problem solve and ultimately lead,” she said, adding that companies need to realize that their success lies more in their people and talent than anything else, especially in the fields of technology and finance.

Born in Moscow, Pogreb moved to New York City when she was 14. She attended MIT in the 1990s with the intent of majoring in political science and becoming a lawyer. But it wasn’t long before she realized that most of her fellow students were pursuing computer science, not political science, and although the first time she’d ever touched a computer was her freshman year, she ended up with a double major in computer science and finance.

Pogreb was awarded internships at HP and Intel, and was particularly grateful for her designation as recipient of the “Intel Women in Engineering” honor, which paid a large part of her tuition.

Fascinated by marrying technology and business, she joined McKinsey & Company. “I loved working with smart people, and I enjoyed the variety of projects that the consulting life gives you the opportunity to experience,” she says.

After eight years, she left McKinsey, in part to avoid extensive travel, and landed at PayPal where she grew to run its Americas Risk Management division, leading a team of 40 risk professionals. One of the accomplishments of which she’s the proudest was her role at PayPal helping them assess the risk and reward tradeoff, considering such aspects as how aggressive they wanted to be on fraud and how liberal they wanted to be with merchants.

“My recommendations had significant financial implications, and that was a major change from a consultant relationship, where you give advice but your head is not on the line, so to speak. At PayPal, I had the opportunity to live and breathe the numbers every day.”

A True Fit at TrueAccord

Early in 2015 she left to join TrueAccord as its COO.

She is excited about the challenges inherent in her new position, although she admits she never thought she’d move from a stable corporation to a startup. “When this opportunity presented itself, the leadership team made me feel comfortable I could make it work. I see it as a once-in-a-lifetime opportunity.”

Pogreb sees TrueAccord as leading an industry sea change. “I found the passion of the team to be contagious,” she says, since the debt collection industry is ripe for a change. Although the market is significant, there has been less innovation in the past century than almost any industry.

“We believe there’s a huge opportunity to take the techniques that have been used in marketing and risk management and apply them to this industry. Everyone dreads the call from a debt collector, but what you’re trying to do is have a conversation. Through technology we can identify the right tone and language for each consumer based on what we know about them and then use automation to remind people when bills are due.”

Abandoning Assumptions about the Workforce

Pogreb had two assumptions when she started her career – neither of which turned out to be true. The first was that if she worked hard, she would be appreciated and success would follow. She did find that applicable in the early stages, when her career success was driven by working really hard and being the person on the team that the leadership could always rely on.

“As I became more senior, though, willingness to work hard became less of a factor and can even work against you,” she says. “Managers are not looking for me to work hard, but want me to be a strategic thinker and a leader.” She says this continues to be a challenge for her, but also a blessing since these days she can’t put in as many hours with a young family to attend to.

“Managers are not looking for me to work hard, but want me to be a strategic thinker and a leader.”

Pogreb’s second assumption was that she would be offered a well-defined career path, one that laid out how and when she would advance.

“This was never true,” she says. “You can’t count on your employer to map things out. You always have to have a vision in your head of what you’re working toward, and while it’s likely to change, you always have to be heading down a path you have defined.”

She adds that each decision can close some doors, but each one also leads to a learning experience, even perhaps showing you that what you thought you wanted isn’t what you had expected, and it’s time to build a new path.

Pogreb had that experience herself, when she took a break from consulting and joined a large bank, on a quest for a better lifestyle and working hours. “Professionally I have never been so miserable,” she recalls, adding that everyone has different needs but it was not for her. “Not being pushed resulted in my problem-solving skills deteriorating, and that was a huge learning moment; I overshot on my quest for lifestyle.”

However, she adds that it was still a valuable expertise, because it helped her learn about herself and what she needs to be satisfied in her career.

She suggests that women share their vision with their mentors and sponsors, who can then be aware of opportunities that might fit.

She has found sponsors to be vital to her career ascent – and they don’t have to be women, contrary to advice she had initially heard.

“When I remember all the sponsors that I’ve been lucky enough to have, most of them have been men. Men have done wonders for my career by exposing me to opportunities and supporting me when it came to promotions and new responsibilities.”

And that’s the outlook she brings to TrueAccord. She appreciates its diversity in race, gender and age but knows that the important thing is to hire and promote the person who can do the job the best.

A Homegrown Role Model

Pogreb’s work ethic has always been modeled by her mother, who was 40 when she brought her to the United States. A music teacher by training, she had hoped to teach but found it too frustrating to be expected to praise children who weren’t prepared for their lessons.

Instead, she went back to school, supporting the family by cleaning and babysitting, and became a nurse, despite a lack of medical background.

“When I start to think about any problems in my career, I focus on her trajectory — her career path was survival, with no mentors or sponsors. I admire her for pushing through and doing whatever it took to succeed. That’s what I intend to do for my family, but I know it’s a luxury that I can also work in a field I am passionate about.”

As a single mom to an eight-year-old and an 9-month old, Pogreb is devoted to providing that stable life for her children and appreciates that her company provides ample flexibility for her to balance her family priorities with work.

Though free time is hard to come by, she used to be a competitive ballroom dancer, specializing in the quick step tango. She hopes to eventually go back to it since it’s an activity that can be enjoyed at any age. And, she finds that dancing is the perfect metaphor for career success: “You have to work together to be successful.”

By Cathie Ericson

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