Tag Archive for: rising star

Rising Star: Alex Trevino-McCallum, Vice President of Client Development for Citi Retail Services for the Midsouth and South Atlantic Regions

Alex TrevinoCareer success comes easier when you focus on reinventing yourself professionally, without changing your core values, says Alex Trevino-McCallum.

Her success has come from taking her knowledge about two different industries and meshing them, to the mutual benefit of both.

From Retail to Banking

That philosophy is why Trevino-McCallum excels in her current position at Citi Retail Services, relying on her extensive background with her retail partner, Home Depot. She began her career there as a cashier at the age of 19 and worked her way up through various roles for the next 21 years. Along the way, she built relationships with subject matter experts throughout The Home Depot, including the store credit manager from Citi, which powers The Home Depot credit card. The Citi credit manager confirmed to Alex that joining the Citi team could be a great move for her career path.

While it was a hard decision, given the loyalty she had built up with Home Depot, she also believed she could bring a high level of knowledge to the position, since she knew the culture and people at the store so well. Although she lacked direct banking experience, her knowledge gained as the liaison between Home Depot and Citi made her an ideal candidate. The position required exceptional relationship-building skills and persistence to ensure associates were familiar with the credit options available—both traits where she excelled.

Trevino-McCallum transitioned to Citi Retail Services four years ago, moving from Mississippi to Atlanta, in itself an accomplishment as she was starting fresh with no support system. And that’s the professional achievement she is most proud of so far–having the confidence to pivot her career with this current role. As she becomes a resource rather than the “newbie,” she sees her decision validated every day.

And she appreciates the ongoing challenges of her position, assisting both Citi and Home Depot in navigating changes in the industry, and focusing on helping Citi become even more ingrained in the retail partner culture, then adapting those lessons to other retailers and specialty stores to keep expanding her personal development.

Family as a Barometer of What’s Important

Although Trevino-McCallum spends a great deal of time on the road overseeing 30 to 40 stores, she’s able to be home almost every night, which has been a game-changer for her. While her job is challenging and fast-paced, it enables her to prioritize her core values both at work and at home with her family.

While she has always put her family first, now they are able to sit down to dinner together most nights. “We’ve always made a conscious decision to slow down and enjoy time together, and this role allows us to do that,” she says.

This focus on family came early, with both her parents as important role models. Trevino-McCallum says that her mom is the strongest woman she knows—displaying empathy and compassion combined with grit. “Although she’s been through a lot both personally and professionally, she continues to see the bright side of everything,” she says. And Trevino-McCallum says she learned her ability to balance from her mom, whom she describes as “the queen of juggling.”

Her dad had a professional career that she aspires to, as she always admired his commitment and drive. “He was a great team leader and gained trust and engagement with those who worked around him,” she says. However, she notes that sometimes that came at the expense of family time so she aims to land somewhere in the middle.

Trevino-McCallum constantly works on accelerating her skills, and appreciates the opportunities that Citi offers via a wide variety of functional groups. She has a healthy curiosity in the business, including partner management, which would highlight her experience in building close relationships, as well as interest in operations and marketing, which would utilize her skills in team building and networking. She recently put her hat in to be part of the “SET” team (Store Execution Team), focused on delivering tools and skills to the larger Home Depot Field Support organization promoting efficiency and effectiveness.

To feed her desire for continuous development, Trevino-McCallum pursues individual learning via “Degreed,” a Citi-hosted learning platform, while remaining connected across the organization as a member of the women’s network in Atlanta. A highlight of her participation has been supporting a learning day for Girl Scouts that mirrors the “Shark Tank” model, allowing the girls to experience the corporate world in a creative manner.

In her time off work, Trevino-McCallum loves to read and travel, and although she relishes her time with her family, including those daily dinners, she says she and her husband look forward to an empty nest when they’ll have more time to start a mission of finding nearby hidden beaches.

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Rising Star: Sunaina Kohli, People Experience; PwC Middle East

“My proudest achievement is that I have grown my entire career from grass roots level, with fearless determination.” says PwC’s Sunaina Kohli.

Intuitive Decisions – Dynamic Opportunities

Kenyan born, Kohli was raised and educated in the UK. She left university halfway through her law degree for personal reasons and was immediately offered an opportunity by the CEO of a small group of private investors. She worked her way up from an executive assistant to project manager and ultimately chief of staff to the CEO. At that point she felt she had tapped out her growth opportunities, so she took a six-month sabbatical to travel the world, a long-time ambition of hers.

Kohli started in Kenya with the mantra “The plan is there is no plan,” and within eight weeks she found herself in New Delhi, India, where she was offered a contract with an aviation and aerospace consultancy firm to work on government-related projects. Fast forward 10 months and a PwC recruiter discovered her through LinkedIn and hired her to join the Middle East firm.

A year in, she was presented with an opportunity to join PwC’s Global Human Capital team in New York, followed by a stint in Washington DC, working on the Global Human Capital transformation agenda, impacting the PwC Network of approximately 250,000 people.

This role evolved to an invitation to work at their Global Human Capital Leadership office and allowed her to extend her scope across the firm’s priority projects which included Diversity & Inclusion, Wellbeing, Talent Development, Workforce of the Future and change management to support the implementation of new technologies aligned with PwC’s digital transformation agenda.

Her work demanded a great amount of travel, visiting over 35 cities around the world in just three years. More recently, she was invited to rejoin the Middle East firm to drive the People Experience agenda regionally, focusing on priorities such as Wellbeing and Diversity and Inclusion.

“Very early in life, I learned that failure and hardship are incredible drivers to success, to the point that my tenacity defines my professional brand” said Kohli, who finds it’s a quality that her leaders have always appreciated and has led to many inspiring opportunities. Following your intuition can lead to new and unpredictable paths that ultimately challenge and define you.

“My decision to move my life across continents was a result of my intuition, driven by hunger for the next big challenge,” she says.

Navigating the Working World—Making a Difference

Through the Diversity and Inclusion agenda, she is proud to have the opportunity to be a strong advocate and influence, to directly and positively impact the advancement of professional women.

Kohli’s passion for supporting this agenda comes from her experiences; in the UK she worked as a volunteer to support women who struggled through domestic abuse. Kohli developed curriculums to support them on what can be a challenging journey to leave extreme situations, through to coping methods and life skills that would help them navigate their newfound independence and responsibilities.

She also taught underprivileged and disabled children to rise above their emotions through obstacles and challenges, using her classes as a way to help disabled children share commonalities with their more abled siblings. “Parents found this experience extremely rewarding as it finally gave them a leveled field for all their children to come together and share a collective interest and activity,” she added.

While in India, she worked with orphaned girls, teaching them the same types of skills, but also about empowerment. A self-taught henna artist, she was able to share that skill so that they would always have a safe means to make a living, as well as an emotional outlet through creative self-expression.

Her time spent across continents—from the gender-dominant environments of India and the Middle East to the more gender-balanced United States—has been eye opening. She feels fortunate to have worked with so many inspiring female leaders, who showed her that you can have it all if you want it, and she is eager to share this perspective now that she has returned to the Middle East; “We need to be more mindful about spotlighting our strong and successful female talent in the Middle East – you cannot be what you cannot see, so greater visibility of the incredible women that work among us is essential.”

Kohli also recognizes career sponsorship and mentoring as drivers to develop the female talent pipeline. She views sponsorship as a career game changer and has had a number of colleagues, both male and female, advocating on her behalf, vastly impacting her career progression. In addition, she has found that mentors have played a huge role in her development.

Describing the difference, she explains that mentors help you see what you may not see in yourself, pushing you closer to your aspirations; while sponsors advocate for you and believe in you. “It’s indescribably life-changing when inspiring and successful leaders see something in you and take the time to know and understand your capabilities better than you know yourself,” she notes.

Kohli’s commitment to empowering others culminated recently in joining her colleagues to successfully deliver the first women’s empowerment workshop to over 180 women from PwC offices across Saudi Arabia. This was a historic moment that defines the firm’s commitment to gender equality, especially as a UN HeForShe Impact 10 Champion.

 Creating Human Impact

All these initiatives and projects coincide and directly correlate with the work Kohli is doing for the PwC Wellbeing agenda. Specifically, she aspires to make a difference in employees’ personal and professional wellbeing and domino positive effects on communities the firm operates in. “In today’s incredibly dynamic environment, where change is the only certainty, people are having to work harder and faster than ever. Through managing wellbeing, our people will become more resilient and develop the capacity to thrive in demanding situations, helping them recover from setbacks and ultimately be able to bring their best selves to all they do,” she explained.

Kohli added, “Now, more than ever, it is extremely important to me to make a positive, human impact on people’s lives in what is a very disruptive and technology-driven world.”This ethos shines through in her philanthropic endeavors. Having lived on five continents and traveled extensively around the world, Kohli has always tried to bring a meaningful and positive impact to local communities, usually in environments when there is no one to guide, nurture and help an individual grow, she explained.

From her career to her volunteer work, all of Kohli’s pursuits have shared a common thread that allowed her to focus on her strengths. She concluded, “I am a very agile learner, a key skill to future-proof yourself in today’s increasingly fast evolving world where successful professionals will need to constantly adapt to remain relevant.” With this, today she has the opportunity to directly and positively impact those around her.

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Rising Star: Sue Reager | CEO, Translate Your World

Sue Reager“People are right when they say, ‘If you fall, get back up again,’” says Sue Reager.

Her strategy after failing? To mope for a few days, then stand up and say to herself, “Okay, was the direction I was traveling worth pursuing, or should I go somewhere else? And if the destination is the same, is there another path to get there?

“It really is true that when you fall down, you just say ‘Drat!,’ and get back up again,” she says, a philosophy that has paved her successful and innovative career path.

A Varied Career, Focused on Finding the Perfect Fit

Reager’s career path has always been one of blazing her own trails, starting with becoming a professional choreographer at age 14. She started college, but midway through began teaching college instead, which she says was her first discovery that it is possible to follow a different path when you use your initiative.

After teaching her second year, she realized that the 10th year would essentially be the same as the first and she needed a new challenge, so she set her sights on a career switch and spent the next 20 years working for major media in 34 cities and 17 countries.

“I was told that it was not acceptable for women to work around the world — — however I went anyway. I would definitely never call those the ‘good old days,’,” she says, noting that was the moment that she learned she could make her own decisions, take care of herself and face the world without fear.

Along the way she discovered that because people do business in their own language, she had to study languages every night — grammar, verb conjugations, pronouns, adjectives – all the idiosyncrasies of various languages. But that can be daunting since it takes three to five years to learn to speak a language well enough to efficiently conduct business.

When she was invited to go to Korea on year 20 of her global jaunt, she realized that she didn’t want to start all over again learning a new language and instead returned to the United States determined to solve the language problem.

Opening Up a World of Possibilities

Her first step was to learn how to code, which allowed her to offer her services in code correction for major tech companies that were localizing applications into other languages, but were finding their code was altering the target language. She learned over time that the developer engineers were all making the same mistakes and that what they coded would never work in Japanese, Korean or other Asian languages. Upon further research, she determined that all of these developers were following what they had learned at the university, and the books were wrong.

That discovery led to her first invention, which was a way to localize extremely complex audio products like telephone systems without touching the code.

Then she began to help the speech industry by providing voices and special recordings that create the phonetic information required to generate text-to-speech technology. Her efforts led to her latest invention that is the successful integration of the great language companies of the world under one “roof,” resulting in truly excellent business applications that create cross-language communication.

It was around age 40 that Reager discovered she had something to offer the world that she had not yet recognized. “I am an inventor with a brilliant mind,” she says, adding that this realization was like a seismic shock. And, as she says, life has been really fun ever since, with a reason to leap out of bed every morning.

Right now her company is pioneering four inventions and three software programs designed to bridge the communication gap and thus enable one person to provide global education, customer service, tech support, medical professional language support and more effective 911 emergency services worldwide in dozens of languages.

“To me it is almost beyond exciting that using our software will allow one teacher to teach in 78 languages through live real-time subtitles,” she says. The company has also created a way for small business to attract and serve customers who speak other languages; in the past only huge companies could effectively expand globally due to the expense of translation and the need for special personnel to be hired to service those customers. Her company’s software takes over that job, enabling a small company to communicate, sell and serve around the world.

Reager’s company adds an additional focus: that of empowering wounded veterans to perform fulfilling jobs, as well as enable those who are deaf or blind to work in business on equal footing. “Our invention is revolutionary in this respect,” she says.

Moreover, they have invented a device called the “Eye-Belt” that is a belt that acts as eyes for blind people, telling them how to maneuver around obstacles. As more features are added, it will also tell the blind more about the person in front of them. “Our goal is to provide a new freedom to people who have been limited in the past,” she says.

A Company Culture Devoted to Equality

One of the reasons Reager believes her company has been so successful is because it is run on the basis of consensus, which is more of a Japanese style of doing business, and means that everyone involved needs to agree on a given direction. Anyone who feels strongly that the direction is wrong is encouraged to fight for their viewpoint, because there is probably a good reason for it.

“The concept of equality permeates our company culture,” she says. “Each voice has equal weight and equal merit, and if one person accidentally tries to overpower another, we simply pull the rug out from under them. We are very honest with each other, and we do not criticize.” Without levels of hierarchy, the lines blur between the “worker bees” and executives, eliminating commands and “royal decrees.”

This equality in the office is a perfect metaphor for the equality they are trying to create by removing language barriers around the world.

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Rising Star: Kavita Joseph, Lead IT Business Manager, TIAA

Kavita Joseph featured“My primary aspiration in life is to pay it forward,” says Kavita Joseph. “Breaking the stereotype takes more than a little nudge and I want to be that voice for women standing at the all-too-familiar crossroads in their lives. My mentors empowered me and I want that for others.”

Forging Her Own Path

Joseph, a Lead IT Business Manager at TIAA, had a nontraditional upbringing compared to many of her peers. Although women were encouraged to attend school and have a job where she grew up in India, they were rarely expected to pursue a career. Even in light of this cultural challenge, Joseph was successful in overcoming the stereotypes and pursing her dream of having a fulfilling career.

“When I was 20, very few girls in India moved out of their parents’ homes to live in the big city, but my parents supported my decision to live independently and pursue higher education. I am proud and happy that I was able to break the cycle because it inspired my younger sisters and cousins to do the same thing,” she says. “The whole concept was unusual at first. But my proudest realization came years later when I noticed that not only my family, but my small community in general, had turned a corner in viewing women’s careers as not just an indulgence, but as something very essential.”

Joseph credits her mother for being an exceptional role model. In a society where women were mostly home makers, her mother was the head mistress of a reputable school and also largely in charge of raising her and her two sisters since her father traveled frequently. “Looking back on those years, I can see that my mom was always on top of her professional game, was very sought after in the academia, and through it all she modeled an excellent work/life balance. So growing up as her daughter, observing her tenacity, passion for life and constant pursuit of excellence, influenced me heavily.”

Joseph began her career on an inside sales team, which she describes as “trial by fire.” “I made the classic mistake of not speaking up enough and owning the outcome. I struggled initially because I did not know how to navigate that. Eventually I asked for help and found my very first mentor. That was the beginning of really understanding and realizing the importance of reaching out, building relationships and that it is okay to step outside of your comfort zone.”

After a different role in operations, Joseph joined UBS’s Wealth Management division in Marketing Strategy and Development, before eventually moving to IT. She says her biggest accomplishment was being part of the team that built the first mobile platform for UBS Wealth Management’s field staff, a disruptive program that redefined the way things were done and won the CIO award for technology innovation.

“Due to security concerns, financial services firms are typically conservative when taking technology risks. It was exciting to find the balance between pushing barriers in providing mobile access and allowing our financial advisors to untether themselves from their desks so they could spend time in front of their clients.” Joseph went on to become the program manager until joining TIAA in 2015 in a position in the IT Business Office working on strategic programs.

Mentors Make the Difference

“It was a fairly challenging transition to IT, and I was successful due to my hard work and because I had a mentor who invested in me. Even though my mentor wasn’t a tech person, she made sure that I had the support and tools that I needed to make the transition and that made a big difference,” Joseph says.

Based on this positive experience, Joseph made a conscious effort to coach and mentor others: to be there for them as others had for her. “Diversity programs are great platforms to meet people and learn from their experiences. When I joined TIAA, one of the first things I did was to sign up as a member of one of the local diversity council chapters. Very quickly, I had built relationships with a number of people outside of my group, and that was an investment that will pay off in time.”
She is currently active in TIAA’s IT Women’s Council and helped to spearhead the launch of an IT Group Mentoring Program. This program facilitates visibility, mentorship and coaching for program participants as they aspire toward growth. Although the Group Mentoring Program only has been in existence for a little more than a year, there has already been excellent feedback from the first group who completed the six month-long coaching cycle. “The program has introduced a positive change in the culture of the organization” she says. “I feel like a proud parent.”

Learning to Balance

The Group Mentoring Program is not her only baby, as Joseph also has a five-year-old son. “Work-life integration is all about prioritizing on a daily basis because they are both real commitments. Your personal brand is at play every day. This is something I really appreciate at TIAA – that the culture recognizes you on a personal and professional level.”

She and her husband love to travel, but these days tend to stick closer to home, spending time exploring Manhattan and local Jersey haunts together with their son.

Joseph remains active in philanthropic endeavors, sponsoring a program with her family that provides artificial limbs for children in India.

Giving back to others, whether via these activities or through mentorship, is what brings Joseph joy.

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Rising Star: Latrisha Whitehead, Project Manager Platform Metrics; TIAA-CREF

Latrisha WhiteheadBy Cathie Ericson

Never accept defeat! Those are the words that have propelled Latrisha Whitehead forward in her fast-moving career, spanning a wide variety of companies and industries.

For just over three years, she’s served in her current role as a project manager with TIAA- CREF’s platform metrics group, where she supports and manages the dashboard development for TIAA Today. TIAA Today Dashboard is a tool that provides near real-time Client Systems data to executives, management, IT, operations and the business to inform them about key platform metrics. These dashboards are intended to provide operational insight to current production performance compared to the peak and average.

Prior to that, she held a variety of business analyst positions in industries that ranged from human resources to finance to entertainment. During her stint in entertainment at Twentieth Century Fox, Whitehead’s position had taken her to California, but she was lured back east by a previous manager from Wells Fargo. Knowing the caliber of her work, Whitehead’s manager asked if she would return to oversee the reporting efforts supporting customer relationship managers and wealth managers.

These many moves taught her one of the most valuable career lessons: to value independence. She says that when she initially moved from her home state of North Carolina for a consulting job, she was worried that she would lack support. “My mom has always been my biggest supporter and it was hard to think about her not being close by. But I knew I just needed to get used to being on my own, and once I gained that confidence, I not only survived, but thrived. I began to see myself in a different light.”

Inspiring Confidence in Others

That confidence she found in herself not only shaped her career positively, but it also impacted others’ views of her. Along the way, she’s worked with a wide variety of managers, all with different styles and expectations. But one thing she says they’ve all had in common is their complete confidence in her abilities. “That’s probably what I’m proudest of in my career,” she says, “That in every role I’ve had and every manager I’ve reported to, they’ve never second guessed or micromanaged me. They’ve known that I will see the task through to accomplish the goal.”

Earning Respect

Whitehead says that before she entered the corporate world, she had the impression that women in in the workplace might not earn the respect they deserved. She had heard stories about women who were ignored or spoken over in meetings and had their opinions overlooked.

Fortunately, that stereotype did not ring true in her case. “I don’t know if it was my personality or the combination of my skills and experience, but I’ve found that no one has ever treated me differently because I am a women,” she says. “When they saw that I was dedicated and results driven, they had confidence in my abilities and my opinion on how we could achieve success.”

That respect has come not just from her managers but her peers as well. Whitehead says that she frequently receives feedback from her managers on positive reports from others in the organization. “It makes all the hard work worthwhile,” she says. Since most of her clients are internal, she appreciates that she can make an impact on the external end user customer through the work that she does. “I’m so customer focused that I appreciate hearing that my role has a direct correlation on our company’s success with our customers. Making sure that your internal customers are supported efficiently gives a downstream impact.”

Every Project Offers A Chance for Success

Part of Whitehead’s job satisfaction stems from her ability to find something exciting and fresh in each new project. From each one, she is able to learn more about the company’s business overall, and get a picture of its direction and how her work relates to aspects that don’t directly involve her.

“My team is always innovating; we have to come up with new and original designs and a fresh outlook for each project.”

She says that a project will often come in two seemingly disparate mockups and her team will pull it together. “It always amazes the clients when we present the finished product, and they find that they can see at one high level something that historically they had to look at in drill-down mode. They think we’ve produced magic!”

Passing it On

Whitehead knows she has been the beneficiary of mentoring along the way, including groups that TIAA-CREF hosts, such as its Women’s Employee Resource Group and a Lean In circle. She actively participates in both, and has found it particularly uplifting to hear and see how other
women are breaking the proverbial glass ceiling.

Over the years, she has seen the benefits of having both mentors and sponsors. She says that it has been impactful to see other women in leadership roles which might have historically been male dominated.

She passes on her valuable experience through her volunteer work with a girls’ mentoring group called Dynamic Youth Mentoring Program where she works with girls, ages 13 – 18, which she knows is a critical time in their development. She and other mentors meet with the girls in group settings, and then one-one-one once a month to do something either fun or educational.

She reports that her current manager is one of the best she has ever reported to, due in large part to the support she receives for both her professional and personal life.

But she looks even farther up to identify a professional role model – none other than First Lady Michelle Obama. “She advances her platform so effectively, but it’s clear that she is comfortable in her own skin.

You can tell that she’s not giving false appearances but is true to herself.”

Running Toward Success

Off the job, she devotes her free time to healthy pursuits. She has completed a half marathon and is currently training for another one and has completed a sprint triathlon as well.

She is involved with a women’s running group called Sole Society that focuses on women’s health, from eating clean to exercising to helping ward off the diseases that attack women.
“We have so many roles, from wife to parent to worker that we need to focus just on ourselves sometimes.”

Her professional success is intertwined with her running, since with both she makes sure to make measurable and attainable goals, and review them often to ensure she is progressing toward them. “I strive for continuous improvement, and beating myself each time, whether it’s in the office or at a race.”

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