Tag Archive for: Vice President

Sheri Crosby Wheeler: Vice President, Diversity and Inclusion, Fossil Group

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Sheri Crosby Wheeler“I just thought to reach out and find the true picture of the world,” is how Sheri Crosby Wheeler describes leaving her Texas hometown, Brownwood, where she grew up economically disadvantaged and without African-American professional role models, for university and then law school.

Speaking of her background, she says, “I feel like it has given me the grit, the resilience, the fight, the get-up-and-go that I have to this day. I won’t see myself as ever being down and out, and I won’t stay in a ‘woe is me’ place, not for very long.”

The determination to seek possibilities beyond her circumstances has been vital to Crosby Wheeler’s career trajectory from law to diversity and inclusion (D&I).

When Mentors Are Absent

Throughout law school and her legal career, mentors were missing, and she didn’t know how to reach out.

“I wish at that time I knew that if you’re gonna go down a path, you should talk to people who have been down that path already so they can steer you clear of the potholes and the explosions,” she says, for example missing out on a judicial courtship. “I was just very much ‘I know how to do it’, because before that, I had done it all on my own.”

In the absence of mentors, “I crashed and burned, stumbled and failed,” Wheeler says, “I didn’t do well at my first law firm. And for someone who was used to doing well up to that point, it was kind of earth-shattering.”

Getting back up, however, taught her to take risks and eventually to leap paths.

Vicarious Mentorship

In lieu of mentors, Crosby Wheeler has “professionally stalked” role models she admires. This once led her to eventually join the law firm of a lawyer she followed for nearly a decade. Today, her “professional crush” is Vernā Meyers, VP, Inclusion Strategy at Netflix, who like her, holds a law background.

“I’m watching them from afar. What did they do? I’m gonna try that,” she says. “I tell people that the mentor you think you want to have may not be accessible to you one-on-one. They may not necessarily have the time in their day and career to mentor you, but that doesn’t mean they can’t be your secret mentor.”

Daring to Reinvent Herself

“Now initially, I will say I was fighting it,” recalls Crosby Wheeler about her desire to leave litigation. “I was like, no. I have chosen law. I’m gonna push, I’m gonna strive.”

But there came a moment as a contract lawyer when the work no longer felt aligned, and she realized “something has got to give.”

“In my mind, I always knew,” reflects Crosby Wheeler. “I didn’t know when, I didn’t know how, and I didn’t know where I would be going.” That willingness to stop pushing uphill and embrace the uncertainty of career change is a defining moment she is proud of.

After resolving to change paths, an opportunity appeared and became the shift that led to subsequent bigger moves, including three entirely new opportunities that landed on her D&I responsibility at Mr. Cooper, before moving to Fossil Group in 2021.

Sponsorship and Networking Are Essential

While lacking early on, sponsorship was ultimately key for Crosby Wheeler in reaching where she is now, particularly those people who looked at her, saw the potential and extended her the chance to expand into entirely new areas.

“If someone hadn’t put their skin in the game, I wouldn’t even be in this role,” says Crosby Wheeler.

Crosby Wheeler is now passionate about mentoring others. “To remember when I’m going forward, to continue to reach back to young attorneys, to other professionals,” she says. “To the extent that I can, I do. I know how important that is because some of that was missing in my journey.”

She also swears by a consistent network of friends and colleagues who can pick up the phone to support each other.

“I tell young professionals to right now start building that network. And don’t look at the network as what they can do for you,” she says. “Look at the network as what you can do for them. What can you give them? How can you help them? That is how you build a stronger network.”

“Real Good D&I, Not Feel Good D&I”™

“Now I am seeing that direct impact – the ability to positively impact people, businesses and communities,” Crosby Wheeler says of her D&I experience. “What underlies diversity work, and some legal work, is fairness and justice – and that’s a theme that has been a common thread throughout my life. That is what really speaks to me in this work.”


With racial justice issues at the national forefront, Crosby Wheeler sees this as a moment for companies to advance equity like never before. 

“More people are focused on it, caring about it, and understanding the importance,” she observes. “More people are willing to have the conversation. That’s what we’ve needed all along.”

“It can feel uncomfortable, but there is growth in discomfort,“ she says. “I don’t know about you, but I like to grow. I like to change. I like to get better. It’s just like people going to the gym. Your muscles are sore because you worked them. There was some discomfort there. Same thing. You’ve gotta work your D&I muscles for you to grow, for you to get better.”

Crosby Wheeler is observing a shift to “Real Good D&I, Not Feel Good D&I”™.

“‘Feel Good D&I’ can also be considered performative,” she says. “‘Oh yea, we just had this potluck and we put up a statement, woo!’ Well, that’s not changing things for people. That’s not changing systems, policies, procedures, laws, so ultimately it’s not changing things.”

An example of “Real Good D&I” is a company being transparent about where they are on the journey, and creating sustained organization-wide accountability to shift it.

“Having accountability that recognizes that it’s everyone’s issue, that it permeates the entire organization. That it’s not ‘that department over there, they’re doing this’.” she says. “No. Everybody is doing this, because this runs throughout the whole company. That’s what it takes – everybody working on it.”

Because “Real Good D&I” is sustained effort and change, it’s hard to gauge by quick metrics.

“It’s not like regular business operations where you’re looking at numbers, where it’s dry and objective,” Crosby Wheeler presses. “This is people, emotions, and feelings involved as well. So you’re trying to change hearts as well as minds. That’s not simple and that’s not easy and that’s not quick.”

Sourcing Growth From Adversity

Crosby Wheeler boldly chooses the experience of being fired from a legal job early on in her career as a key moment in her character development.

“It let me know that I can come back from a mistake, from what I thought was the worst thing ever.” she says. “I remember saying at the time ‘now I’m gonna find out what I’m really made of,’ and I did. I hope that I can exude that for other people to take in, and know they will also be okay too.”

And she does.

By Aimee Hansen

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Pamela Yoon, Vice President & Portfolio Manager, RBC Wealth Management/RBC Dominion Securities Inc.

Pamela YoonPamela Yoon finds her business incredibly rewarding, although also challenging.

“I encourage newer professionals that the first few years will always be tough so you have to adjust for playing the long game,” she says. “It’s like training for a marathon and while it can be hard to stick with, it pays off.”

Building a Successful Business From Scratch

That long game has worked for Yoon. She joined the banking world right out of university without knowing much about it. In her 23-year-old mind, she saw starting as a teller as the traditional route to success. But a friend recommended that she try something different; he had an opening for a junior assistant position and even though she didn’t know exactly what it was, she knew she would catch on quickly. Yoon didn’t grow up in a household where they discussed financial markets, but she found the field fascinating and never looked back.

Yoon studied how the most successful people in the office made their way and realized that at the time, all the assistants were women, and all the brokers were white males. However, she loved the client interaction and asked the office manager if she could be considered as an investment executive. He rebuffed her, and her friend recommended that she join him at BMO Nesbitt Burns, which at the time had the best rookie training on the street. “I was persistent and aggressive to get hired even though there were no job openings,” she says.

After starting from scratch in 1996, today Yoon has built a $200 million business. It wasn’t easy, she says. Born in Malaysia, she came to Canada for university and is proud she could build a successful business despite no family connections or friends with money, which is a challenge in a business built on relationships. Her solid client foundation has helped her realize success as the field has pivoted from one that used to be primarily transaction-based to a fee-based holistic wealth management approach that covers full financial planning.

Now she is able to concentrate on growing her business from current clients and referrals. “I wish I had done something else first to build a network, as my start was a little slower than many, but with my current experience, I can now grow much faster.”

Helping Women Assert Their Role in the Business

Despite that early experience, the challenges and obstacles she sees are largely in women’s minds, Yoon says. “They might tell you that a certain role is not for you, as happened to me early on, but you have to push back.” She especially finds that in a business like hers where you are judged by performance, you don’t have to deal with glass ceilings or bosses denying raises because everyone is on par. “If I produce more than a man, I have that option.”

It’s one of the reasons she finds it puzzling that there aren’t more women in the business. In addition, she feels that women’s skillsets are well suited to success. “They have more of the emotional intelligence that is important in this business to help people plan, and they ask good questions to help families make hard decisions around their money, Yoon says.

Giving Back to Aspiring Students

Yoon is still very active at her university, where she graduated with a degree in economics. For the past six years has hosted a forum in her board room (which will be virtual this year) where students are invited to tour the firm and ask questions. There, too, she sees the disparity as it is almost always a ratio of 20% female and 80% male.

She also serves as a guest lecturer in behavioral finance and last year announced the inaugural “Pamela Yoon Award for Economics,” which is open to anyone pursuing a CFA (Chartered Financial Analyst) or CMT (Chartered Market Technician). “I truly feel that I want to give back and create a legacy.”

Despite her many professional obligations, Yoon stays busy and balanced. A weightlifter and road cyclist, she is also a self-taught chef and enjoys spending time with her two teenage sons.

She finds her work very rewarding. “I want to empower more women to take control of their finances,” she says, adding that Vancouver, Canada, where she lives, is a region that’s very real estate focused, so she is trying to educate people about the possibilities in the stock market. “I see many get lost, and so it’s important to explain the market in plain language and give them confidence to approach their financial life with full confidence.”

by Cathie Ericson

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The “Big Rock, Pebble, Sand” Analogy – and Other Tips for Success

Holly Batchelor-Anisha George-Meyanna Jiang

Meyanna Jiang, Anisha George, and Holly Batchelor

Three colleagues on growing as a leader, connecting with mentors and “managing up.”

In the December edition of The Glass Hammer, three colleagues at Goldman Sachs delve deep, sharing their best practices for success – ranging from thinking strategically and helping to further their teams’ goals to balancing competing priorities and “managing up.” Meet the interviewees and hear their take:

· Holly Batchelor is a vice president in Securities, based in Hong Kong

· Anisha George is an associate in Compliance, based in Bengaluru

· Meyanna Jiang is a vice president in Controllers, based in New York

Reflecting on your career at Goldman Sachs to date, what advice would you share with individuals just starting out?

· Meyanna: Be curious in your work, and look for ways to keep yourself challenged. I try to do one thing that scares me each week, whether it be public speaking, or volunteering for a project that I might not know much about.

· Holly: The ability to grow and nurture your network is invaluable – you might not realize it now, but the people you work with and get to know at the beginning of your career can be hugely influential and helpful later on.

· Anisha: I have found that projects others were not interested in working on ultimately had the biggest impact on my career. In addition, I would remind others that each individual has a unique journey – everyone’s path to success is different. I have learned to find joy and meaning in my own journey by setting personal goals and working to achieve them.

What actions do you take throughout your day to ensure you’re best helping your team and furthering its mission and strategy?

· Holly: I try to share as much information as possible with my team and keep everyone in the loop. Work is more enjoyable and fulfilling when you know why you’re working on a task, and are aware of the strategy you’re helping to implement.

· Meyanna: When I introduce a new project or task for my team, I aim to provide sufficient context by explaining how this deliverable supports our firmwide or divisional strategy.

How do you allocate time for both strategic thinking and execution in your role?

· Holly: Knowledge is power. Having a sense of what the market looks like and what our competitors are doing allows me to develop a strategy for my team and our plan for execution.

· Meyanna: I like to think of this as “zooming in” and “zooming out.” If the CEO stopped by your desk while you were in the middle of analyzing millions of rows of data and asked, “What are you working on?” how would you respond in a sentence or two? This exercise helps me think strategically.

What recommendations do you have for balancing competing priorities?

· Holly: To-do lists! It’s important to stay on top of priority projects, even as things pop up that require immediate attention. I often use the “big rock, pebble, sand” analogy when thinking about what I need to set aside time for: the big rocks are my major tasks and strategic initiatives, the pebbles are shorter-term tasks of lesser importance, and the sand is minor tasks that aren’t essential to my success.

· Meyanna: Stay organized, whether it’s adding calendar reminders, writing to-do lists, or color-coding emails to help you stay on track. I also remind my team that it’s okay to push back on requests or to say “no” when needed. Unless you speak up, no one will know that you need help.

· Anisha: It’s important to remember that having a fulfilling life outside of work helps your career and your work product. It might seem unrelated, but I think you can bring a more positive energy to the office when you have personal interests that also motivate you.

Any lessons learned on the importance of delegating?

· Meyanna: I’ve learned that the worst thing you can do as a manager is to delegate a task and then take it back, because this demotivates the team and makes them feel like their work is not valued. I’ve also learned that I need to provide “air cover” and give enough space for my team members to fail safely.

· Anisha: I used to dislike delegating because it required me to put in extra time and effort, but over time I realized that I would not be half as successful as I am today if every leader who invested in me had felt the same way about delegating. You can’t lead if no one is following.

· Holly: Delegation gives you the capacity to stretch further to build your business, and it allows you to effectively train and coach the colleagues whom you are delegating work to. Delegating work to others also allows for greater diversity of thought and experience, which often leads to better solutions.

How do you “manage up” with senior stakeholders?

· Anisha: Before meeting senior stakeholders I make sure to always prepare – people want to feel that their time is being valued, and adequate preparation helps shape and inform your conversation. When you have a strong agenda and follow-up plan when connecting with stakeholders, “managing up” just happens.

· Holly: First, you need to identify who your stakeholders are and what is important for them. Then, determine how they like to be kept up to date – do they prefer face-to-face catch ups, e-mail summaries, a full business plan? Adapting your style to match theirs will have much more of an impact.

Do you have a mentor or sponsor? If so, how do you make the most of your conversations with them?

· Holly: I have mentors within and outside of the firm that I often reach out to for advice. I put notes in my calendar to schedule catch-ups with them in order to nurture the relationship, just as you would with a client or stakeholder in your business.

· Meyanna: I have relationships with both mentors and sponsors, and many of these connections have formed organically. Managers can be a great resource, too – they have introduced me to contacts in their networks. Prior to each conversation with them, I write down a few topics for discussion, such as challenges in my day job or planning for the next step in my career.

· Anisha: I have more than one mentor because I value receiving guidance from different stakeholders. My mentors have diverse perspectives and push me to evaluate situations in different ways.

Have you participated in mobility? Do you have any advice for colleagues interested in either switching roles or offices?

· Meyanna: If you are exploring a role switch, raise your hand. Mention to your manager or mentor that you are interested in learning more about a certain business or working in a different location. It is easier for them to help you if they know your interests. In the meantime, continue being a rock star in your current role and look for ways to give yourself exposure to areas you are interested in.

· Anisha: I recently accepted a new role in Goldman Sachs Asset Management and will be relocating from Bengaluru to Dublin in January. The best advice I received when I was considering mobility was to focus on “What?” and “Why?” – meaning, “What do you want to do long-term?” and “Why do you want to move?” Once you have answered these questions, your options will become more clear.

Do you have a personal development plan to keep yourself accountable?

· Meyanna: I recommend writing down your goals. My last set of short- and long-term goals were written on a post-it note stuck to a bar of chocolate. (My team knows I always keep chocolate at my desk.) As I slowly finished the chocolate bar, I found that I was able to complete my goals over time. In addition, I find that it is helpful to share your goals with a buddy, who can help hold you accountable.

· Holly: In the early stages of my career I didn’t have any plan other to absorb as much information as possible. That hasn’t changed, but I now also set career goals with deadlines based on discussions I have with my mentors and stakeholders – incorporating their input is important in order to set realistic goals.

· Anisha: I think about where I want to be in one year and in 10 years, and develop my short- and long-term plans to achieve those goals. It’s necessary to also be nimble and update your goals as your world evolves.

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Mover & Shaker: Inna Jackson, Vice President & Senior Counsel, Digital & Data Partnerships, American Express

Inna JacksonInna Jackson’s biggest learning moment came immediately after completing a very large and intense project—one that didn’t pan out the way she had envisioned, an unexpected outcome given her successful career to date.

“I was forced to take a large step back to reconsider the work I’d done. I realized that while I had worked very hard for a prolonged period of time, I had focused on a level of details that, from a longer-term vantage point, were insignificant,” she says.

That one experience gave her a larger lesson as a way to consider how you spend your time. “We all like to say how busy we are; being busy makes us feel valued, needed, grounded. But my big focus has become being busy with the right things that will actually create lasting value.”

Finding Her Passion in Legal Work

Her career mirrors that aspiration. Jackson began as a corporate and M&A attorney in private practice, working with a range of clients on cross-border, M&A, private equity and other transactions across a wide variety of industries that included media, telecommunications and real estate.

One of her most exciting projects came when she was selected to serve as assistant outside general counsel and transactional attorney for a multinational multi-billion investment fund in its acquisitions of 17 hotels in Mexico and the Dominican Republic. She cites this role, which spanned four years, as one of the highlights of her law firm experience due to the meaningful work, but also because of how interesting it was culturally as she routinely worked with partners, advisors and investors in Spain, Latin America, the Netherlands and Abu Dhabi.

Halfway through her career, she moved in-house to work at American Express. For her first assignment, she lawyered American Express’ Business Insights (data analytics and reporting business) from the ground up, spearheading a foundational privacy and regulatory legal analysis, creating baseline processes and agreements and negotiating a number of cutting-edge data analytics and data license partnerships. She also supported the Global Merchant Services organization on a range of strategic negotiations, marketing and product build initiatives.

But she discovered her passion for digital work when she was asked to join the core team negotiating and building American Express’ relationship with Apple for Apple Pay, one of the Company’s first strategic mobile wallet partnerships. Jackson then moved on to support the digital team full time, playing a core role in the Google Pay and Samsung Pay negotiations, and leading many other initiatives involving issues of first impression, including partnerships for Amazon Alexa, Amex’s bot on Facebook Messenger and the more recent partnership with PayPal and Venmo, among many others.

“This work has been particularly exciting because it sits at the cross-section of what other lines of business do, but with layers of innovative issues and considerations,” Jackson says. She notes that to do her job well, it is essential to take a practical approach as a partner to the business team, rather than solely as a legal advisor, and to constantly seek the bigger picture by connecting the dots for considerations and priorities across the organization.

Growing Her Expertise—And Her Brand

Throughout her time at American Express, Jackson has earned a reputation as a key thought leader in enterprise data strategy and third-party data sharing frameworks, the professional achievement of which she’s very proud. “When I started my career at American Express, I knew very little about data or privacy, but throughout my eight years here, data considerations have been a consistent focal point,” she says. “I’ve served as a principal architect of numerous arrangements with savvy counterparties, including Amazon, Google and Apple, and I’ve progressively built on these learnings in partner negotiations as well as funneled them into the enterprise principles and approach.”

Along the way, she’s rethought the notion of what it means to be a “women lawyer,” moving away from her first impression that she had to fit a cookie cutter stereotype. “It’s not that I had a particular human in mind, but rather the idea of a corporate individual as a machine—centered around a logical core, extremely efficient, neat and trim, working around the clock, showing limited emotion,” she says, imagining that everything that made her unique must be put aside during the workday, almost like an extracurricular project.

Fortunately, she realized that real life is far more nuanced, and while some elements of the stereotype may have truth, they are not as radical. “As individuals, we have a lot of control around how we shape our own brand and the culture we inhabit and want to inhabit,” she says. In fact, she’s found that the leaders she has most admired are those who are comfortable sharing aspects of their unique personalities and being appropriately vulnerable while retaining the corporate persona.

Over her career, she’s had several sponsors and has been loyal to them—possibly to a fault, she says. She has appreciated that her sponsors have given her opportunities that she didn’t even recognize she was capable of handling; for example being asked to work on multi-pronged digital projects with no precedent. Each time, she rose to the occasion and spent days, including weekends, charting out a game plan, with a possible deal structure, issues and stakeholders. “It is through my sponsors’ belief in me that I’ve learned that no project or issue is unsolvable and that with curiosity, resilience and ultimately, the right team of people, there is always, eventually, a path forward,” Jackson says.

A Focus on Family

While Jackson has had many role models over the years to pick just one, it has to be her mom. She set an amazing example—switching professions mid-career when she immigrated to the United States and learning not only the English language but also the necessary skills to excel among people who started in her field years earlier.

It was through her mom that Jackson learned resiliency, recalling how maddening it was when her mom helped her with homework in middle school, and even after she was ready to give up, her mom would persevere until she understood the problem. Although she worked long hours with teams in India and others around the globe to turn around complex projects on very tight timelines, Jackson recalls that she made it look easy. “By being very present, not cutting corners and having an ultimate belief that even the most tangled issue could get figured out, she seemed like a superhero.”

And now Jackson is passing on those qualities to her three daughters, along with her love of travel and languages.
She is fluent in Russian and Spanish and can also speak French and Italian. And while her travel options were limited when her daughters were younger, they are now at fantastic ages to travel, and they have been planning trips to Europe and South Africa this year.

Throughout her career Jackson has been active in pro bono work—in law school, where she was chair of the pro bono committee, to private practice and now at Amex. Over the years, her work has ranged from helping 501c(3) corporations with bylaws and other corporate matters to helping with immigration and asylum matters for various clients, including through Kids in Need of Defense (KIND) and Catholic Charities Immigration and Refugee Services.

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Voice of Experience: Terry Albarella, Vice President, Enterprise Architecture, Prudential Financial

Terry AlbarellaBy Cathie Ericson

Being out is something that Terry Albarella feels is essential to her success in the workplace.

That’s because being authentic allows you to build a level of trust with your team and peers; if you don’t share, people might wonder if you are hiding something or assume that you don’t care enough to share. The more you can share, the better relationships you create, and the better work everyone can do together, she says.

“Sharing our personal lives helps us be a more cohesive team. When pressure and deadlines come, you can get through those rough times better when you have established a high level of trust,” she says.

On that note, Albarella says she’s been able to meet a broad range of people who feel open to share their stories because they know hers, which has allowed her to get to know people with whom her path might not otherwise have crossed. She has also found that working with executives who might not know someone in the LGBTQ+ community has given them a comfortable opportunity to learn and imparted a broader knowledge they can take to their team and their customers.

Alexa, Please Check My Balance

Albarella began on a technical path right out of college as a developer providing PC support. She joined Prudential in 1995 where they were consolidating from a distributed support model, and over time as they centralized, she gravitated toward the server and application support side, focusing on developing efficiency in the system and responding to problems before they could impact customers. Over the last few years she has moved into the architectural space, helping with upgrades right from the start when they bring tech in the door.

While she has been involved in many large, impactful problems over her tenure, most recently she led a team that rolled out the Alexa voice assistant to Prudential’s customers. While Alexa is known for its skills on the consumer side, there are now more opportunities for business applications, and Prudential was proud to be the first to market with a retirement skill on the platform. “It was an interesting project that allowed us to collaborate on something that was brand new, and we had to put a structure in place to support it with all the rigor that our systems demand.”

The product was made public in the beginning of April, and now anyone who has a Prudential retirement account can use Alexa to look at their account balances. “It gave us a great opportunity to take some new talent we had hired and give them the opportunity to come straight out of school and play a critical role in a project that would interest them right away,” she notes. The test was so successful that they are looking into other voice assistants and emerging technologies to see how they can be creative on all platforms and offer innovative ways for customers to access information in the way they prefer.

Pride in Her Role in PRIDE

Equally important to Albarella as her tech role is her leadership position in the PRIDE Business Resource Group, of which she has been a member since 2010 and president for the past four years. “It has offered a great opportunity to serve customers in the LGBT community better while also allowing me to get more involved in the business components of supporting employees.”

And, she adds, this “side job” in PRIDE has helped her develop relationships she can use in her day job, as she now has a strong network across the organization with people she otherwise wouldn’t have been in contact with on a day-to-day basis.
Albarella has been instrumental in helping create and roll out the PruALLY program, which started in 2013 as the larger equality conversation was just kicking up and people didn’t have a broad understanding of why they should care. The program offered information on the issues surrounding marriage equality and addressed some of the misunderstandings people might have if they didn’t realize firsthand what people were facing.

“This awareness was very impactful even beyond Prudential’s doors into the greater community,” she says, while also assuring LGBQT employees that they had a supportive organization around them. In 2014, she received the Trailblazer Award from Re:Gender for thiswork.

The program has expanded over the years and now gives people a diversity and inclusion pledge they can keep top of mind to remind them that what they say can impact people. The program is being rolled out internationally; Albarella says it’s almost overwhelming when she goes to another location and sees PruAlly desk tents.

They just did a refresh of the campaign to keep the materials relevant, and when they asked executives to participate in a photo shoot and say why they are an Ally, they had hoped to get eight to 10 interested responses, but received more than 75. “We were overwhelmed by the welcoming support,” she says.

Albarella is particularly proud that PRIDE is the most tenured BRG at Prudential, celebrating its 25th anniversary. “The company has always been supportive in using the BRG almost as a focus group and made many changes over the years,” she says. And it has been a big asset in recruiting, which has helped Prudential benefit from a diverse workforce that allows the firm to bring broader experiences to apply to business problems and helps them better reach all their customers.

Helping Others Achieve a Bright Future

Albarella urges young women to be confident in their skills and not shy away from high-profile projects. “Even if you are not as successful as you want to be, it will be a tremendous learning opportunity and also showcase you to others on the team for future roles.”

And don’t be satisfied with a support role or be afraid to ask for something bigger, she says. “Sometimes people wait to be asked, but if someone steps up and offers, we find a way to bring those people onto the project.”

She encourages her peers to go beyond mentoring and use their voices to advocate for younger women coming up and ensure they have the training that will prepare them for more senior roles. “Create time to sponsor and champion those in the pipeline to make space for them to take the next step,” she says. It’s important for those in senior positions to help engage others and seek their opinions, asking to hear their voice if they are quiet in a meeting, for example, as a way for them to build their skills and everyone to benefit from diverse perspectives.

Experiencing The Positive Side of Video Games

An avid video gamer, she is proud this is a passion she shares with her wife and daughter and son, who have been gaming since they were young. She finds it brings them together on a common platform; for example, although her daughter is away at graduate school in Kansas, they can log on at night and catch up, which she says has been a wonderful opportunity to connect.

Other positives she sees in gaming are that it has taught her children to be very detail-oriented and has also given them the chance to lead. And most importantly, it has provided different experiences and enabled them to put themselves in other people’s shoes.

She knows firsthand how valuable that is: Albarella herself had been in a straight marriage for 19 years and never realized she was a lesbian until she played a video game that put her in the shoes of a same-sex relationship where she realized that’s what she’d been missing. “Video games hold a special place in my heart because they helped me come out,” she says.

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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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Men Who Get It: Bob Miller | Vice President, Booz Allen Hamilton

Bob Miller

By Cathie Ericson

For Bob Miller, family has helped drive the realization that leaders play a key role in championing diversity.

He has heard stories from his wife, a Hispanic professional, about subtle challenges she has faced in the workplace in the past as a woman and as a minority.

As a father to a son and daughter, he finds the idea that his daughter would face challenges in the workplace that his son would not face to be unacceptable; likewise, he finds the thought that either his son or daughter would face unfair challenges based on the color of their skin to be unacceptable.

A Diverse Career Path Helps Create an Open Mind

Miller has held a wide variety of roles over the years, including seven years as an officer in the U.S. Navy, three years working for a small construction company and three years working for a small consulting firm prior to coming to Booz Allen Hamilton, where he’s been for 16 years. Throughout his 29-year career, he says he has been privileged to supervise and work for and with a diverse, talented staff.

“I believe that by building diverse, highly functioning teams, you can achieve outstanding results,” he says, adding that staying balanced and building strong and loyal teams has allowed his teams to prosper regardless of market conditions.

Over the years, he has routinely worked with and been an advocate for women, often in traditionally male-dominated fields including the military, construction, engineering and government consulting. “I have always believed in ‘fairness,’ and the idea that hard work should pay off, and have been surprised to learn that is not always the case,” Miller says.

“Hard work, talent, drive and results should be what matter regardless of race, ethnicity, sexual orientation or identity.” Therefore, he believes that executives must utilize their positions to ensure that talented people have opportunities to excel and meet their career goals as well as achieve work-life balance.

Keys to Effective Mentorship and Talent Development

Over the years, he has had the opportunity to both mentor and sponsor several women and has also volunteered to be the diversity and inclusion champion for his current business unit of 1,300.
That entails evaluating and promoting opportunities to further diversify talent. A diverse and inclusive environment takes into account all levels of your organization, including recruiting and hiring. Cultivating a diverse initial talent pool can be achieved by targeting specific universities and employee resource groups, as well as ensuring that your organization is attractive to diverse candidates. “You have to be able to proudly discuss your company and its commitment to diversity to attract the kind of candidates you seek,” he notes.

Then, it’s crucial to retain talent by making sure you tailor your mentorship, guidance and leadership to all individuals to make sure they feel valued and are getting the support they need through robust programs.

A seasoned mentor and sponsor himself, Miller says a key component is understanding where your employees are in their career and where they want to go. “Help the person envision a path to achieve their goals and then support them on the journey,” he says, which can sometimes entail tough love. “It will not help the person if you gloss over weaknesses or blind spots.”

Part of a manager’s role is recognizing that talent comes in many forms and fashions; for example, someone quiet and reserved may be best in a given role even though they don’t command the spotlight in the same way as others.

And then make sure that talented individuals see themselves reflected at all levels of an organization so they can envision and realize a path to achieve their goals.
Also remember that as career paths and goals change, sometimes you no longer are the person who can do the best job as a mentor. By revisiting the relationship over time, you can be sure you are on the same page throughout the journey or even be willing to suggest another sponsor if that is appropriate given changing circumstances.

The Role of Unconscious Bias

Miller recently participated in training in unconscious bias, which was insightful in illuminating times he had unwittingly showed unconscious bias. One example involved a talented mid-level leader with enormous potential for upward mobility who recently became pregnant with her second child. Miller initially considered assigning the managing role for an upcoming major proposal to another capable leader, specifically to protect this female employee from the stressful and long hours of the proposal. However, upon reflection, he realized that she needed to be given the opportunity to decide whether she could take on that role or not, rather than depriving her of a career-developing opportunity without giving her a voice.

What Leaders Can Do

Leaders have a key role to play in ensuring an inclusive environment. The first step is to make sure the environment is safe and respectful for everyone, including men, women, multicultural staff, and people of varied religions, beliefs and different sexual orientations. “Respond quickly and decisively when you see evidence to the contrary,” he says.

It’s also important to take a look at the roles you assign people; for example, mix up who takes notes at a meeting.

Then, expand opportunities throughout your team. “Many times we have our ‘go-to,’ people and we end up overly stressing a few and not realizing the potential of others,” Miller notes. “We need to make a conscious effort to constantly step back and think about all the talented people on our teams and afford opportunities for those staff to prosper.”

Make sure the firm has policies that support an inclusive environment. “Try to find a way to offer a ‘yes’ in work schedules and work-life balance, especially for employees who are caring for children or elderly parents. Don’t make employees choose between work or life. Find ways they can have both.”

Finally, he advises that leaders give credit where credit is due. People will be more apt to speak up with diverse opinions if you don’t just reward people who parrot the ideas presented by others.

“We achieve better results when we avoid group think and have honest and open dialogue where everyone knows their opinion has merit, and they are not afraid to share,” Miller says.

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Mover and Shaker: Heather Andrews, Vice President of Strategic Accounts, WEX Corporate Payments

Heather Andrews smEveryone finds success in different ways, says WEX’s Heather Andrews, but in her case, it has come in part from the drive to learn, no matter what career path you are on.

That philosophy, along with her willingness to step through open doors – even the scary ones – has fueled her career trajectory.

Capitalizing on New Opportunities Brings Success

Although Andrews studied psychology, she didn’t see a clear path for a career without attending grad school, but was ready to enter the working world. She accepted an offer doing retirement plan education, which opened up an exciting world as she became increasingly interested in the role that employee communications play in benefits and helping employees engage in their future.

It was an especially pivotal time in the industry as 401(k)s were increasingly usurping defined benefit plans, creating new choices for employees and new roles for organizations to manage around this reality. She returned to school to earn her master’s degree in leadership and change management in organizations, which meshed well with her psychology background, and then branched off to do some independent consulting where she could assist organizations confronting major system changes.

Along the way she engaged with a startup tech firm that was building a new benefits platform to consult on their business and communications planning. It ended up being a major opportunity as the company grew rapidly as the first online benefits platform to hit the market. Andrews wore all the customer-facing hats and stayed with the company as it was acquired to become Evolution1and eventually WEX Health.

Helping grow that business from being the fifth person to its success today is the professional achievement she is most proud of so far. “Being part of that groundbreaking team as the business grew from something so small and new to influencing an entire industry and becoming something of such incredible value was so exciting,” she says.

Moving from healthcare to the corporate payments executive leadership team offers a new world for Andrews to explore. “It’s a huge change that really allows me to stretch my brain,” she says. “I realize that a lot of faith has been put into me in this role at a critical time of growth, change and risk, and that’s motivating. It inspires me to make a difference.”

Growing Along the Way Through Personal Lessons and Mentors

When she first entered the corporate world, Andrews held a common perception, that she wasn’t sure how much of an impact one individual can make. That was part of what she loved about consulting: Seeing that people can make a major impact from the start, particularly if they can confidently work with professionals at all levels, unafraid to let their opinions and ideas be heard even if they get shot down.

And she knows that much of her success has come from leveraging personal and professional relationships. “Ethics and hard work have been important factors in my career, but I know that doors were opened for me because people had faith in what I can do, and then I was not afraid to step through them,” she says, adding that success comes when you lean forward and take chances, especially when you’re part of an entrepreneurial organization.

One role model who stands out is a female attorney at WEX Health who shared insights on why female business leaders have to be true to themselves, never compromising what they believe in and exuding confidence that you can accomplish it.

In addition, she cites WEX’s Integrated Leadership Development Program as having been crucial to her success at WEX for the networking and coaching it provided. “I have this fantastic coach who is also a woman who has been through a diverse and rich career,” she says. “This perspective as a successful woman in business helps me navigate what I need to do next as I continue to grow my career.”

But you don’t need a formal program to grow: Andrews finds life lessons all around her, from leaders on any stage, whether professional or political, who are able to balance assertiveness with having the grace to hear and respect people around them. “They are able to use that professional fire to be successful but maintain high ethical standards that they aren’t afraid to share vocally. I admire people who are unafraid to step out and say ‘I don’t care what others think; this is what I believe is right.’”

And sometimes we experience a hard-earned lesson, says Andrews, as she recalls a time early in her career when she was still working on retirement plans. She made a bold promise about how easy a migration would be, without fully thinking through how a failure to deliver might affect her equally young client. When the project ended up being more complex than expected, this client was taking the heat internally. “I didn’t embrace her vulnerability, and I lost her trust. This incident has always stood out to me as a reminder that you have to understand your counterparts and the position you’re putting them in by what you’re promising.”

Of course, inspiration also comes from home, as Andrews finds through her husband and four boys, who range in age from 15 to five. “I see myself through their eyes and want to be an example because every single day will impact their lives.”

Treasured family time includes an annual summer trek to a new national park, and winters spent skiing and snowboarding. This activity has an ulterior motive, she laughs. “Hopefully if they have a winter sport they like, they will stay in Minnesota close to me.”

Day-to-day, whatever they do, they do it together, whether it’s sports, music or academics. “We also take the time to volunteer together, as a family, which I believe is important to provide a positive influence that will affect how they are as adults.”

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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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