Tag Archive for: Wells Fargo

Geneviève Piché: Head of Sustainable Finance and Advisory, Corporate & Investment Banking, Wells Fargo

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Geneviève Piché - feature“Many people have idea ‘sparks,’ small or large, and too many people squash their sparks. But it’s with those sparks that you can improve organizations and improve yourself,” says Geneviève Piché. “It could be as small as a change in process or as massive as complete transformation. Being able to embrace the spark is the essence of organizational and personal development.”

After studying economics and international studies at Macalester College, Piché joined Wells Fargo. That was 23 years ago. As a French Canadian who briefly lived in Australia growing up and chose a college with an international bend, Piché cultivated a wide world lens. At Wells Fargo, her international passion was flamed as she moved into emerging markets and finance. It’s become critical in her sustainability work, where ethics, global and regional dynamics are inextricably linked.

The diversity of opportunities and organizational culture at WF have supported her to stay inspired and grow. She recently returned from a two-week trip focused on understanding sustainability and energy transition in the Asia-Pacific region.

From “Idea Spark” To New Strategy And Role

“Embrace the sparks because they can catalyze organizational progress and develop careers,” iterates Piché. Back in May of 2020, she experienced an idea spark “that turned into a raging fire.”

Piché was leading the asset management coverage team and many of her clients were changing the way they allocated capital – moving towards ESG integration in the investment process and raising funds for specific thematic objectives – such as green infrastructure or circular economy.

“I could see there was a business need for a financial institution like ours to support those growing flows of capital, but simultaneously there were some interesting socio-economic developments happening,” recalls Piché.

Covid had revealed weaknesses in the supply chains and laid bare the unequal access to healthcare. Social justice themes had been brought to the forefront. Massive fires had been burning in Australia, consuming millions of acres of eucalyptus forest and wild lands, reminding Piché of a childhood experience at a farm where she was tending to the burnt paws of baby koalas who were fleeing or rescued from the fires.

“That was the first time I witnessed the interactions of climate change and biodiversity in my community, and it stuck with me. Now, the effects of climate change are spread way beyond Australia,” she says. “So it was a galvanizing moment for me that occurred at the same time as a call-to-action on the part of Wells Fargo leadership, when many leaders were saying we needed to do something differently and that they were all ears for ideas.”

So with the momentum of her spark and a receptive context, Piché developed a business strategy for Wells Fargo’s Corporate & Investment Banking division (CIB) around sustainable finance within ten days. Next was nurturing that spark.

“Having been at Wells Fargo for so long, I understood how things work intuitively. But for those who may be newer to an organization, knowing who understands the unwritten rules is an important part of networking,” she says. “Observe those people sitting at the right tables who communicate in a way that you like and get looped into email discussions. It’s important for career development to identify those strong and competent organizational players, even if you don’t exactly know the ropes.”

Along with knowing how things work, utilizing sponsors and mentors was also essential to fueling the spark. Piché ran the strategy across a sponsor who had organizational savvy but was not in her direct reporting line.

“First, it gave me the confidence that my idea was directionally correct because that person did their own research, too. It also allowed me to navigate our organizational structure to get the idea in the right place in the right way to build buy-in among leadership teams,” she notes.

After a couple of months and some refining, she received the call to leave her role as head of asset management and begin the new role she’d proposed.

Sustainability is a Win-Win

When it comes to a legacy of impact, and especially on Earth Day, Piché wants to convey the message that sustainability is a win-win for organizations, not a win-lose or compromise.

“Sustainability and climate efforts are about value creation. They are not check-the-box exercises. It’s about developing strategies that can drive value for companies while making the world a better place,” she says. “With a financial institution like Wells Fargo, we have a very big megaphone because we talk to so many different constituents and millions of customers, so I want people to be able to acknowledge and understand that developing strategies around environmental practices and social practices are extremely beneficial to companies in the long-term and in the short-term.”

She continues, “Once we are able to understand that, we will be more able to effectively unlock impact, drive large-scale change, support the industrial transformation that’s underway, and elevate and provide opportunities to those who have historically had fewer.”

Aligning Your Personality to the Role

Piché prefers to be a generalist who does many things at once – even picking two majors instead of one, and realizing that has helped.

“There are certain jobs that require you to be focused and narrow. Today, I know those jobs do not suit my personality. Roles that are broader and more entrepreneurial do,” she says. “One of the reasons I love my role now is that it’s rich in content, themes and opportunities and has many facets to the work. It allows me to juggle many things all at once and play to my strengths.”

Before she realized what job roles matched her, Piché would often supplement more narrowly-focused roles with side initiatives and projects or looking to travel to provide diversification. Perhaps only with the benefit of hindsight has she realized this, because when in a less-suited role you may normalize the feeling.

“But when you have the right job, you look forward to waking up in the morning. You’re excited about the people you’re working with and the work,” she says. “I often encourage people to think about their personalities and learning styles in finding the right role. Are you drawn to multiple threads of thoughts and projects? Do you like to travel far and wide but more shallow, or to go deep and seek real expertise in one particular area?”

Piché has further compatibility advice for people evaluating their first job or next opportunity: “It’s really important that you choose those opportunities based on the people that you will work with more so than the job itself,” she says. “Because I find the people that you are surrounded with are the defining characteristics of your experience. Developing a particular job skill is cumulative, but you want people who will support you on that journey and who inspire you.”

Piché also warns against burning those bridges. “I have found that my career path has wound in many different directions and people keep coming back into my life professionally. We say ‘don’t burn your bridges’ but really what that means is always be respectful and kind to the people who you work with. Be transparent and authentic and do your best,” she says. “When you do that, you manage those relationships and it can be that they keep on giving and building upon themselves as you progress in life.”

The Power of Storytelling

As she has become more senior, Piché’s love of writing, ability to communicate powerfully and storytelling have become greater strengths. It’s what helped to create her role. Another expression is the quarterly newsletter she sends to all Wells Fargo CIB employees to inspire and engage them in the sustainability initiative.

“Storytelling in a business context can be extremely compelling in driving leadership buy-in. It’s a great leadership skill when you can tell stories that are relatable and demonstrate expertise and thoughtfulness and authenticity,” she says. “On the flip side, great storytelling is also important in our customer relationships. What is the client looking for and what is the most compelling thing they are interested in? It’s really important to tell a story that is both quantitatively and qualitatively justified and compelling.”

Choosing to Plant Where You Can Thrive

“In the first ten years of my life, I had a very strong impression that organizations were meritocratic. Now, we understand there’s a tremendous amount of unconscious and institutional bias in all organizations, and it’s perhaps not so meritocratic beneath the surface,” she says. “There’s a lot that is challenging women’s careers and the careers of people of different backgrounds.”

At various times in her life, Piché has seen entrenched social networks that permeate professional life and make it challenging to navigate. She never doubted her competence, but it was evident some situations were more conducive to her success than others.

Those experiences underlined the importance of DEI, because breaking down institutional social barriers does not happen overnight, even in an organization where it is happening. These days, she is absolutely thriving in the broader context of sustainability where she interacts with all walks of life, geographies, races and ethnicities, while enjoying the work and feeling empowered.

Positive Impact in Every Sphere of Life

Piché wishes to impact positively in five areas: work, motherhood, partnership, self and friendship.

From weekend art challenges to bike rides to trips to school and bedtime stories, she loves creating special moments with her eight year old son. She intentionally nurtures her relationship with her husband through regular date nights. As a family, they enjoy collecting junior ranger badges through visits to U.S. national parks while building experience and knowledge around the natural and historical patrimony.

To care for herself, she does things she loves to do – whether playing music (the piano), cooking, reading or taking hikes. Also while she may have less to extend at times, she values being a thoughtful friend to the people in her life that need support.

Similarly, Piché leads her work teams authentically and transparently while demonstrating passion, enthusiasm and competence. And laughter.

“I think when you demonstrate those traits, it empowers teams and individuals to do the same. Then you have much higher performing teams and make a greater impact on people’s individual careers and sense of feeling inspired,” she says. “As leaders in the corporate world, if we can have positive impact on people’s well-being and joy and have a positive impact in the world, then I think we’ve accomplished something pretty awesome.”

By Aimee Hansen

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Judith Barry: Co-Head of Global Equities, Wells Fargo

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Judith Barry“Women put too much pressure on themselves by thinking they have to walk into a role fully capable and qualified, when the reality is that as long as you have the core of what you need to do for the job, you can build and learn,” says Judith Barry. “As long as you’re willing to be vulnerable enough to admit that you’re going to need help or to learn new skills as you navigate, you can take on those bigger jobs.”

Leveraging Her Unique Trajectory

During her sophomore summer at NYU as a political science major, Barry accepted an operations role with Lehman Brothers, staying on during her junior year while attaining her securities licenses. Graduating a semester early, she switched firms and began her career in trading. Trading suited her perfectly: she thrived on how trading was new every day, both fast and dynamically paced, and that it meant working with very smart individuals. After a few years, Barry moved to the buy-side working for a hedge fund. By 29 years old, she became Head of Trading at a hedge fund, before moving to two other firms also as Head of Trading, eventually returning to the sell-side with Wells Fargo. Now with the bank for five years, Barry is Co-Head of the Equities Division, part of Markets, a role she has held since April 2022, as well as Head of Equity Products Distribution.

“I think my unique trajectory gave me the opportunity to learn and hone a lot of skills and, quite frankly, truly understand what clients need and want,” she notes. “Now I’m in a seat to take that knowledge base and help Wells Fargo address all of our clients’ needs and challenges.”

The WomenGoFar Network: Educate, Elevate and Empower

In addition to her Co-Head and Head roles, Barry is also Chairwoman of the WomenGoFar network within Corporate and Investment Banking (CIB) at Wells Fargo. About a third of CIB staff are part of the WomenGoFar network, not only women, but also men who are allies in support of diversity.

The WomenGoFar network seeks to educate, elevate and empower women to navigate their careers internally as well as their personal lives.

“Women choose and have different paths – some are single, some are mothers, some are dealing with elderly parents or siblings. Not everyone wants a senior leadership role, but we’re about empowering women to navigate their own career goals to be effective while also balancing life,” she notes. “It’s important to have the skills to come into an organization and be able to advocate for yourself or to elevate your profile.”

When Barry entered trading in the early 90’s, women were competing for very few trading and sales positions. It was unusual to be a woman trader, let alone a senior trader, and unimaginable to sit at the head of the trading desk.

“It’s still unusual for women to be a co-head of equities at a bank, so I’m very proud of the seat that I sit in and the support I’ve been given at Wells Fargo,” Barry says. “What’s critical is I was able to take my early experience and turn that into sponsorship and mentorship and advocacy for women. Now, rather than all of us running at just one seat, there is the opportunity for women to be successful in any seat.”

WomenGoFar builds collaboration, instead of competition, between women and increases access to senior women leaders, sharing how they navigated to where they are today. In the spirit of ‘if you can see it, you can be it,’ Barry feels it’s her responsibility to be visible in her position and she is intentional about celebrating milestones for women. Sharing her own story – the good, the bad, and the speed bumps – is an important part of how she inspires others. She seeks to excel as a leader, as a mother and as a partner with the people and teams she works with.

Barry is also actively involved in creating inspiring content, understanding the supports women need and elevating awareness around the cumulative experiences of women leaders. One example of programming is a deep dive with McKinsey & Company’s annual Women in the Workplace study. WomenGoFar also hosts internal speaker series on topics like personal wealth and investment management that benefit women, from the early stages of their career. In addition, this past year, CIB hosted their first off-site Women’s Leadership Summit which brought together high-level senior women from the bank and the client side, spotlighting important female clients across the spectrum of Wells Fargo.

Flexibility, Resilience And Communication

“Especially as a trader, or someone in finance, you need to be incredibly resilient to navigate the up and down turbulence of the marketplace,” Barry says. “It takes flexibility to understand how to approach things but also resilience when things don’t go your way. You need to be able to pivot and get back on track so that you can achieve the goals that you set.”

Back on the trading desk, where each decision was being made with heightened urgency, engagement often took the form of yelling. But as she moved to managerial and leadership roles, she worked on elevating her communication skills – whether navigating smaller conversations in managing people or conveying an important message to a larger audience. She’s also realized how important it is to value her own voice.

“When I first was on a trading desk, I was often attempting to embrace or to emulate what my male peers were doing. I thought that in order to be successful, I had to be them,” she reflects. “Then I realized that it was incredibly important to have my own voice and realize that I didn’t need to do what they were doing in order to be successful.”

Being Confident and Finding Your Voice

“I walk into every new thing I do with an understanding of ‘I know what I know’ but ‘I know what I don’t know,’ too,” says Barry. “I’m comfortable about being vulnerable enough to ask people to help me.”

She continues, “Women put too much pressure on themselves by thinking they have to walk into a role fully capable and qualified, when the reality is that long as you have the core of what you need to do the job, you can build and learn. As long as you’re willing to be vulnerable enough to admit that you’re going to need help or to learn new skills as you navigate, you can take on those bigger jobs.”

Citing the famous study that women apply only if 100% qualified (while men apply with 60% of qualifications), Barry notes: “I think it’s important to have self-awareness and be self-reflective but, more importantly, you have to have confidence.”

Barry feels being an extrovert helped her to find her voice and to self-advocate, and everyone needs to learn that. She is conscious of the introverts who are incredibly talented and make significant contributions but often aren’t as adept at being cheerleaders for their accomplishments.

“Find someone who is both a sponsor and a mentor. A lot of my success comes down to finding those people who see your contributions, see the things you do and see the skills that you offer,” she notes. “It’s having that opportunity to go to them for advice, but also make sure that someone is speaking on your behalf in the rooms that you aren’t in. You can learn to advocate for yourself, but it’s important that you also have people advocating for you.”

Get the Feedback You Need to Grow

Barry brings empathy and vulnerability and confidence and candor into any room and is commanding. She feels “a compliment is nice, but feedback is a gift” and is tougher on the women she is closer to. Barry feels managers have shied away in recent times from giving critical feedback, especially to women, but it’s critical to growth. So also relies on a good dose of humor.

“If you’re not getting feedback from your manager, go ask for it. Make it so that they are given permission to give you feedback because you’re only going to get better,” she advises. “Feedback isn’t personal. It’s professional and possibly data-driven feedback.”

“Be Intentional and Be Exceptional”

Barry would advise women to take more moments to sit back, pause and reflect before taking the bigger steps, personally and professionally, and to constantly check in on their capacity and ability to do more: think in terms of one, three and five year plans. Barry also emphasizes women be mindful of the people they are connecting and working with, their experiences and their background.

She advises women, “Be intentional and be exceptional. It’s incredibly important for women to understand that if you want to hit a certain level of success, you are going to have to really lean into things,” she says. “That phraseology has become commonplace for women, but it’s not a woman thing and it’s not a man thing. It means that when you are going to do something in life, you should want to be exceptional at doing it. And you should be intentional about how you get there.”

Barry enjoys a couple of trips a year with her family and teenage children. She loves disconnecting from work and immersing her family on city trips in Europe. She says her family is into learning trips, as culture and history buffs, far more than beach trips. Recently they visited Northern Ireland and Portugal. She also values ‘me time’ in helping her to show up whole for her family and at work.

“It goes back to that word intentional – I’m intentional in what I do and how I work and I have to be intentional about carving out my spare time.”

Fitness is a top priority for her, including long hikes often accompanied by great conversation with a friend. She also ‘confesses’ that she teaches a bootcamp class based on karate to women every Saturday morning, so it’s women’s empowerment over roundhouse kicks, too, for Barry.

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Beverly Jo Slaughter: Managing Counsel, Wells Fargo Advisors

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“It doesn’t have to be weighty. We don’t have to solve the problems of the world all of the time, but we do need to take the effort to have conversations that begin to reach out,” says Beverly Jo Slaughter, managing counsel at Wells Fargo Advisors.

“I find that when we have an open dialogue, we learn that we are more alike than we are different. It gives us the opportunity to look at the world through somebody else’s eyes—and that’s huge, just huge.”

Match Your Work To Natural Talents

Slaughter’s dream to be a lawyer in a major corporation was so strong that she decided to return to college to earn her juris doctorate degree from Fordham University School of Law during her early forties, just as her kids were beginning to leave the nest.

“I remembered distinctly walking into orientation and looking at people who were not too much older than my own children,” she recalls of being an “alternative student.”

Today, Slaughter heads a team of lawyers and paralegals in the financial services industry, and often reflects on the notion of “never working a day in her life.”

“A big part of job satisfaction is determining what talents and skills you possess naturally,” she observes, “and then how you can fashion that into a career.”

“I like written and oral advocacy. I like advising and advocating for a position whether it’s through, litigation or advising,” Slaughter says. “I enjoy setting out a position and deciding what benefits, advantages and downsides there are, too. I believe that you need to have a nuanced approach.”

While the love of advocacy was present as a paralegal and other positions she held prior to law school, only at Wells Fargo Advisors has Slaughter found the level and breadth of intellectual challenge she craved.

“It’s not only advocacy but also getting your arms around a new problem or an issue and coming to understand it and master it,” she says. “That’s fascinating to me.”

Slaughter is a proponent of heading off conflict before it arises, by being an even better advisor than an advocate.

“I always wanted to be a litigator, but, to me, the best litigator in the world is an advisor,” she discerns. “The other part of my job is to help us avoid litigation and to use those resources to be a better company and to better serve our clients.”

Shape Your Role For Your Fulfillment

“Although I’ve had the same job title since 2008, I have not had the same job,” notes Slaughter. “I’ve been blessed to have the capability to shape my roles in a way that has satisfied me and helped me grow.”

She thrives on getting involved in opportunities where she learns about a new subject matter. One example is taking on a case through which she cultivated an expertise in litigation practices when working with tribal law and tribal court, and developed an understanding of some of the specific issues around financial affairs for tribal people.

“It was my way of going from 0 to 50,” reflects Slaughter. “But it was also my way of enriching my job and continuing to offer better value to the company.”

“I’m a person who believes that you have a great deal of influence and power when it comes to making your job fulfilling for yourself and for increasing your value,” she iterates.

Be A Resource and Advocate For Others

Taking the opportunity to help others realize their worth and navigate their path is her favorite part of leading a team—such as appointing adept paralegals to project management, which showcases the skills they’ve mastered that are very applicable on the business side.

“When you see somebody’s face light up because they found a new skill that they’re good at,” she says, “and they begin to realize the tremendous opportunities that are available to them at a company like Wells Fargo Advisors—that’s a kind of satisfaction like no other to me.”

Slaughter recalls an intriguing piece of advice she received from a mentor decades ago: you will get very far in the world if you are nice.

“I came later to understand what she meant,” says Slaughter. “If you are authentic with people —and interested in their good, in their issues, in the things that are difficult for them—often times you can develop a marvelous work relationship, and you become a go-to person.”

She has found the willingness to be that person of counsel has helped her become someone others come to with issues in confidence and to seek ideas for resolution. It has also positioned her team at the table from the start, having a voice as policies and projects are being crafted, not after decisions are made.

“Quite frankly, that’s who you want to be,” says Slaughter. “You want to be the go-to person who is known as the individual who will get it done and who appreciates the contingencies of the business.”

Be Coachable And Enjoy Your Successes

Along with hard work and helping others, she feels another critical element of success is being coachable and celebrating your value.

“You have to reach out and ask people for help in identifying places you can perhaps get better,” Slaughter notes, “and it takes a great deal of bravery to admit that you can be wrong or less than perfect.”

But being genuinely open to your growth means also being self-aware of your worth and value, and standing in it.

“The biggest thing I think I took away from mentors and coaches over the years was to learn to give a value to myself,” Slaughter reflects. “External recognition is a wonderful thing, but we all have to learn to give recognition to ourselves, to recognize when we have done well, to celebrate our value and feel confident that we bring it to the table.”

She recommends pausing to appreciate what you do well and acknowledge successes because that will carry you through the challenges.

“I think humor is extraordinarily important,” she adds. “The ability to laugh, and sometimes at one’s self, is crucial. Often times that can be a bonding agent. There’s a lot of life that’s really joyful and to be celebrated.”

Brave the Diversity Conversation

Slaughter’s most fulfilling experience came while speaking during a series of company presentations around diversity, equity and inclusion.

In that moment, she crystallized the realization that diversity is difficult, but as a black woman in corporate law, she has been successfully bridging the difficult conversation for her entire career— reaching out to people who appear different than her, or have different backgrounds, in order to build those relationships.

“Diversity, equity and inclusion to me is often times the willingness to recognize your initial communication may not be perfect,” says Slaughter. “But in the end, most people will respond to you in an effort to continue the dialogue.”

“That was a really freeing moment for me,” she says, having been widely thanked by colleagues for reflecting that back.

Slaughter loves reading, crossword puzzles and is passionate about literacy for children and immigrants— the gateway to self-education so you can dream and even overcome disadvantage and adversity.

Growing up in Harlem and passionate about travel, a crowning moment for Slaughter was standing with her husband in front of the pyramids in Egypt and reveling at how much dreams, even when they seem out of reach, can be yours.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

By Aimee Hansen

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Happy Martin Luther King Jr Day 2021: Celebrating Black Women at Work!

Women at WorkMartin Luther King Jr. has been recognized as an “icon for democracy,” and today is a time for people from every race, ethnicity, and culture to celebrate. As we look back on the past year, we hope that you find inspiration from the incredible black and African American women we have profiled and want to share with you again today. Together, we can create a stronger foundation for a better workplace in the future.

If you or someone you know should be nominated to tell their career story on TheGlassHammer around our digital campfire in 2021 to inspire others, we would love to hear from you.

Please enjoy these articles in which each amazing professional gets to tell their story and how each individual has had to navigate the journey as women of color. There are themes like the  importance of self-advocacy, sponsorship and organizational commitment to reducing barriers and systemic issues. In particular, Black women already face more barriers to advancement than most other employees, and now, they are shouldering much heavier burdens. Black women are more than twice as likely to say that the death of a loved one and incidents of racial violence across the U.S. have been overwhelming challenges during the pandemic. According to the Women in the Workplace study, now Black women say they cannot bring their whole selves to work and are more than 1.5 times as likely to say they do not feel like they have strong allies at work.

LeanIn and other sources suggest that to better support Black women, companies need to take action by addressing these distinct challenges head-on and fostering a culture that values Black professionals in the workplace. Companies need to emphasize that discriminatory behaviors and microaggressions against Black women will not be tolerated. Also, giving Black women a voice in shaping new company norms, can provide unique perspectives and experiences when creating a more inclusive workplace culture.

      1. Veronica Willis, Investment Strategy Analyst at Wells Fargo Investment Institute

Willis discusses a career shift into investment strategy, finding her own stride as a leader, and what the remote working environment has taught her so far.

“I’ve learned a lot of strategies about productivity during this working-from-home time due to COVID-19. I’ve also learned a lot about what really is high and low priority, so now I know what to focus on and I will take this back to the office with me.”

      2. Melanie Priddy, the Chief Talent Officer at Katten

Priddy speaks about the value of connections, the need to merge professional development with diversity, and the importance of self-advocacy.

“At the end of day, relationships are the key to everything, regardless of what industry you’re in, or what your profession is.”

      3. Beverly Robinson, Client Service Consultant at Abbot Downing

Robinson discusses how she is a woman both of influence and advocacy.

“As an African American woman in Corporate America, I’ve learned that I cannot afford to be thin-skinned when my ideas are usurped, re-mixed or claimed by others. There’s an art to being a woman of diversity, inclusion and advocacy.”

      4. Afua Richardson-Parry, Senior Medical Manager at Pfizer Ltd.

Richardson-Parry had always strived to be a hands-on person, prone to learning new things in keeping with the pace of a dynamic and changing healthcare ecosystem.

“Knowing what you’re best at and what others can and should do instead of doing it all yourself allows you to be your best.”

      5. Shani Hatcher, Financial Advisor at Wells Fargo Advisors

Hatcher shares how taking a compassionate approach to wellbeing and family time, especially during the current pandemic, has become extremely useful.

“The best thing about my job is helping people. It is humbling that I can be there for my clients during difficult times, I don’t want them to feel alone. I, too, am an individual and a mother dealing with the pandemic, so I tell them we can get through this together.”

      6. Devlyn Lorenzen, Business Support Associate at Wells Fargo Advisors

Lorenzen talks about how a turning point in her career helped her develop a renewed confidence and determination.

“Take charge of your own narrative and find people who will speak up for you.”

      7. Kacy J. Gambles, SVP Regional Manager of Investment and Fiduciary Services for the East Bay and San Jose California Regions at Wells Fargo Private Bank

Being an African American executive, Gambles discusses her journey in the financial services industry and how proud she is to be navigating the journey as a woman of color every day.

“Be bold, be brave and just be you. Don’t shrink to please the people around you.”

      8. Melandee Jones Canady, Delivery Executive at AARP

Over the years, Canady has learned that if you’re not upfront about letting people know your accomplishments, it opens the door for others to create your narrative on your behalf.

“I wish I had been more vocal early on; I was a doer quietly performing my work, until someone pulled me aside and said I needed to start broadcasting more of my achievements.”

      9. Claudine A. Chen-Young, Partner at Katten

Chen-Young shares her attention has shifted focus toward mentoring and sponsoring women associates in meaningful ways on a broader scale, an emphasis she continues today.

“What drives me is the impact I can have on other people.”

 

We look forward to hearing from you and hope that the spirit of Martin Luther King Jr. will inspire us and the words of Maya Angelou will be something we live by today and always because there is so much truth to her proclamation of “When you know better, you do better.”

Walk the talk! Everyday.

 

Contact Allie@theglasshammer.com if you want to be considered for a profile or editorial submission

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Veronica Willis: Investment Strategy Analyst, Wells Fargo Investment Institute

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Veronica Willis“I’ve learned a lot of strategies about productivity during this working-from-home time due to COVID-19,” says Veronica Willis. “I’ve also learned a lot about what really is high and low priority, so now I know what to focus on and I will take this back to the office with me.”

Wells Fargo’s Willis discusses a career shift into investment strategy, finding her own stride as a leader, and what the remote working environment has taught her so far.

Moving Toward Investment Analysis

A Chicago native, Willis graduated from Washington University in St. Louis, majoring in mathematics with a concentration in statistics and a second major in Spanish language and literature.

After joining Wells Fargo in 2012, she put her quantitative prowess into application in researching and running quantitative models for developed and emerging countries, commodities and currencies.

From working in heavy quantitative analysis, she began to investigate the strategic side and felt herself pulled in that direction.

“I realized the writing side was interesting to me,” says Willis. “I began to explore the research and strategy side, especially around commodities. And while the quantitative work still mattered, I found my interests were going in a different direction.”

In 2015, she began to move into research and recommendations around asset allocation with the head of asset allocation, bringing strategic market insight into advising investors on how to minimize risk and maximize success, in alignment with their investment goals.

Currently she is part of Wells Fargo Investment Institute, focusing on clients of Wells Fargo’s Wealth & Investment Management division —where much like bridging the rich diversity of her two university majors, she combines an aptitude for quantitative and qualitative insight.

Becoming a Leader

Willis is proud of the new tax efficient asset allocation models that launched on December 1, a project she worked on throughout this year and for which she took the lead.

“It’s been a great opportunity to show my leadership abilities,” reflects Willis. “It’s really amazing we were able to get this completed in this complicated year.”

As she takes on new leadership opportunities and challenges, Willis is coming into stride with the gear-shift that rising to leadership asks of her.

“As a leader, I’m excited to learn how to take the lead in projects, how to manage peers and take ownership,” she says. “That can be a fine balance if you move from working with people as peers to then being in charge of a project. I struggled a little with the shift at first.”

However as she ventured into this territory, Willis quickly gleaned?? that real leadership is never a one-size-fits all approach, but a matter of listening and attentiveness.

“I think the key is to figure out how people want to be managed, style-wise,” says Willis. “Some people want autonomy and to be left alone. Some people want a lot of check-ins. As a leader, you need to meet them in the style that is best for them.”

Willis is now enjoying expanding her experience in people management.

“I want to be a leader who develops people on the team,” she says, “I want to guide them in their careers, especially now in this remote work environment, as teams are geo-diverse, and there’s just not the opportunity to catch up in the office as there once was.”

Attuning the Work-Life Balance

Willis finds that the remote workplace has prompted her to increase mastery of her time management and prioritization skills.

“I’ve learned time management working from home,” says Willis, who produced a massive amount of intensive research during the volatility in the spring. “I used to pull long days and check emails outside of the office constantly. I realized when I was working from home that I had to draw some boundaries and stop at a certain time.”

Stepping away from the office, Willis has found it easier to curtail the 24/7 availability habits and instead create a better work-life balance.

“It’s very easy to stay logged in, checking and replying to emails, long after the work day has finished,” says Willis. “I’ve learned it’s okay to turn off the work phone, and I plan to continue to have the off-time delineation when we go back to the office.”

Mentoring and Supporting Others

During the first year of her career with Wells Fargo, Willis had a formal sponsor who advocated for her and still does to this day.

Willis has found that mentorship is very valuable in building up her transferable skills, and she wishes to pass that support onto others.

“My mentor helped me find my voice to help others and build my skills,” she says. “I mentor people who are now going through the same program that I myself started my career in.”

Outside of work, Willis also serves on a young professional board at the Saint Louis Crisis Nursery, focused on stopping abuse and neglect of children. She supports the organization in creating a safe space for kids to come and providing help-line support for overwhelmed parents in need.

Be Willing to Discern and Expand

If she could say anything to her younger self, it would be to practice discernment and own your ‘no’s’ as much as your ‘yes’s’ in alignment with valuing your time and professional goals.

“It’s okay to say no to some requests,” she reflects. “I was always saying ‘yes’ early in my career, and I would tell my younger self to be more selective, especially if you’re trying to build a specific skill-set.”

Her advice to others is not to let your past interests or roles define the latitude of your future possibilities.

“Don’t necessarily box yourself in — you don’t have to be what you studied in college. You can explore new things that interest you and that you have passion around,” Willis encourages. “It’s okay to build those skill, and then it’s okay to follow your passions and grow.”

 

Risks

All investing involves risks including the possible loss of principal.

 

Disclosures

Wells Fargo Investment Institute, Inc., is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

The information in this report is for general information purposes only and is not intended to predict or guarantee the future performance of any individual security, market sector or the markets generally. 

The information contained herein constitutes general information and is not directed to, designed for, or individually tailored to, any particular investor or potential investor. This report is not intended to be a client-specific suitability or best interest analysis or recommendation, an offer to participate in any investment, or a recommendation to buy, hold or sell securities. Do not use this report as the sole basis for investment decisions. Do not select an asset class or investment product based on performance alone. Consider all relevant information, including your existing portfolio, investment objectives, risk tolerance, liquidity needs and investment time horizon.

Wells Fargo Wealth and Investment Management, a division within the Wells Fargo & Company enterprise, provides financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Brokerage products and services offered through Wells Fargo Clearing Services, LLC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Bank products are offered through Wells Fargo Bank, N.A.

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Kelli Hill: Senior Director of Planning, Central Region, Wells Fargo Private Bank

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Kelli Hill

“In the moment, you might think that your path in life doesn’t seem clear. It might seem like it’s going in a direction that’s not what you had planned,” says Wells Fargo’s Kelli Hill, based in Minneapolis. “I’ve learned to go with it and have confidence that life will take you right where you need to be.”

From unexpected career and personal turns to crossing the finish line at an Ironman Triathlon, Hill shares on navigating towards growth and fulfillment.

Trusting A “Zig-Zagging” Career Track

“Prior to joining Wells Fargo over eight years ago, I would have described my career path as a bit of a zig-zag road. That’s the way that I thought of it.”

While at the University of Minnesota Law School, she wanted to become a public defender. But Hill remembers sitting in a tax class one day and turning to the student next to her and saying, “Isn’t this fantastic?” The reaction she received was quite the contrary.

That was the moment she suspected this might be the field for her.

Out of law school, Hill took a job in public accounting at Deloitte & Touche. She left Deloitte (now Deloitte Tax) to practice law and spent most of private law practice in the trust & estates and business transition planning groups at Minneapolis-based, Fredrikson & Byron, PA. She enjoyed the work, the firm and her colleagues, and was learning a lot, but felt like something was missing.

“I didn’t want to look back and say, ‘I was a successful attorney and worked at a terrific firm with so many talented colleagues, but was never really completely fulfilled.’” reflects Hill.

Hill left private law practice to run the tax, trust and legal group of a single-family office headquartered in St. Paul, Minnesota.  It was during her time at the family office that Hill discovered the benefits and impact that having a financial plan and, specifically doing strategic wealth planning, can have on high net worth families.

When she joined Wells Fargo as a senior wealth planning strategist in 2012, she began to see congruency in the experiences she’d accumulated and where she was going, eventually rising to a Senior Director of Planning in Wealth Management.

“I thought to myself, ‘my entire career path has been tailor-made for this role and this experience,’” says Hill. “It was no longer a zig-zag to me.”

Working with Individuals and Families

What Hill loves most about her work in wealth management (and wealth planning, in particular) is supporting and advising clients on personal and financial decisions that are otherwise difficult to make, to greater outcomes than you might even imagine.

“As a professional, when you help somebody to make financial decisions, it has a qualitative impact that often far outweighs any tax dollars saved,” she says. “It can have such profound impacts on their lives and, when that happens, the appreciation and gratitude is overwhelming.”

As an exemplary moment of this, Hill recalls working with a family to transition their business to the next generation.  Her work led to conversations that, as a family, they had not previously been able to confront.

“We had this moment where they actually told each other how they felt about the business and their desired places in it,” remembers Hill, “I will never forget it.”  Beyond ultimately being able to identify solutions that enabled the family to achieve their financial goals, Hill recalls this moment and how important to the family their work together had become.

Being Open and Receptive to Mentorship

“I would not be in the position I am today without having had the benefit of supportive mentors and sponsors,” Hill attests. “I’ve worked with some pretty wonderful people in my career, especially while at Wells Fargo.  In fact, most of the mentors and sponsors with whom I’ve had the privilege of having were/are managers of mine.”

If you want to attain strong mentorship and sponsorship, whether you are the mentor or mentee, Hill recommends listening, being receptive and open, and most of all—being yourself.  Early in her career, Hill recalls a mentor saying to her “don’t try to fake it, people will know.”

“I always try to be open to feedback, even if it stings a little.  I want to continue to improve and work on my professional and personal development,” she notes. “The individuals who have become my mentors and sponsors have pointed out that my openness to feedback and focus on self-improvement are characteristics they enjoy most about working with me. The other is my being authentic, being me.”

Hill says her professional self is just who she is. These days, that includes embracing the realness of her seven year old daughter wanting to say hello to her colleagues on a Zoom call.

“This is me,” says Hill. “I always try to be my authentic self.  To really connect with people —your colleagues, your clients —you have to let them see you. I’ve learned that to be a great leader, it’s a good thing to be vulnerable, authentic, natural. To be you.”

Hill also recommends implementing the advice you receive.

“It’s one thing to solicit and ask for advice and guidance,” says Hill. “It’s another thing to actually take it, and I do my best to do so and will continue to.”

Growth Through Change And Adversity

On a personal level, Hill values personal growth through challenge as well as learning through making mistakes.

In her early thirties, she experienced an unexpected divorce that shook her world.

“I took the opportunity to work through a big change in my life very seriously,” says Hill. “I remember saying, ‘This is an opportunity for me to really figure out who I am.’ It impacted my life tremendously, it was traumatic—and yet I would do it all over again, every bump, every hurdle. My life experiences have helped shape who I am today and, as painful as some may have been to go through, I appreciate them all.”

In both personal and work life, Hill is aware the road of transition can be a time of discomfort and challenge, but keeps focused on the vision.

On an organizational level, Wells Fargo has embarked on an evolution to create greater consistency around bringing financial products, services and solutions to all clients through a more horizontal structure.  While the work will result in “a more effective and efficient organization for our clients and shareholders, the change can be challenging.”

“When we look back six months from now, we’ll see how we’ve transformed and know that it is right where we are supposed to be.” Hill tells her team.

Trusting Your Own Strength

Hill never for a moment doubted her own vision of being personally successful.  Though she came from a single-parent household with modest financial means, Hill is proud of being the first in her family to go to college and then on to law school, which was the beginning of her career path.

While recovering from that divorce years ago, she remembers a moment of personal empowerment that taught her she was capable of anything.

A few years into her career, she was a self-confessed coach potato who realized it was time to change. The first time she put on a pair of tennis shoes and ran a single mile, it took her 14 minutes. But she was thrilled.

Then, she was hooked—training up to participate in marathons and eventually an Ironman triathlon.

“I remember crossing the finish line of the Wisconsin Ironman and thinking, ‘There is nothing I can’t do’” beams Hill, who also met her husband through the triathlon community, with whom she is raising their daughter.

Her contagious enthusiasm has encouraged several others on the running path, and she keeps up a morning workout which she loves, though being a mom is now her number one priority.

Her favorite time with her daughter is bedtime reading. It began with she and her husband reading to their daughter when she was an infant and now it’s listening to their daughter read to them—and Hill wouldn’t trade it for any finish line, not these days.

Abbot Downing, a Wells Fargo business, offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

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Amber Ghauri: Vice President, Wealth Advisor, Wells Fargo Private Bank

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Ghauri AmberAs one of the youngest advisors on her team with Wells Fargo Private Bank in Houston, Pakistan-native and single mom Amber Ghauri is not your typical VP Wealth Advisor. And she didn’t arrive to her position via your typical trajectory either.

Entering Finance on Her Terms

Born and raised in Pakistan, Ghauri moved to Houston, Texas in the middle of working toward her economics degree. Even though Amber experienced immense culture shock in a challenging international move, she completed her economics degree and then decided to stay at home for a few years to raise her first child.

While at home with her two and a half year old son, she began prepping to enter the University of Houston for her MBA in Finance. As part of the program she participated in the Cougar fund, student-led portfolio management hedge fund program.

“It’s a very sought after program and many Houston based energy and financial companies will hire you directly out of that program,” says Ghauri. “I was offered several positions, but didn’t accept any of those.”

Following graduation and expecting her second child, she stayed home for a few years, fully aware this would make her initial leap into a finance career more challenging. Adding to that challenge was the fact that she would not be coming directly out of her MBA, nor would she be licensed.

However, when Ghauri was ready in 2014, JP Morgan hired her for their investment department while supporting her to complete her CFP. She worked at JP Morgan with senior advisors for nearly five years, until she met the sponsor who would help her find her personal path to thriving.

Help in Finding Her Greater Alignment

While Ghauri was successful in her investment role at JP Morgan, she was ready for broader responsibility. It was during a single networking lunch with Amy Bracken at Wells Fargo that she received the kind of valuable external reflection that turns a key and changes everything.

“You’re not a behind the desk kind of person. You’re in the wrong role,” Bracken told her, according to Ghauri. “You’re a relationship kind of person, and that’s the role you should be taking on.”

Ghauri skeptically moved to Wells Fargo in a Wealth Advisor Associate role working for Bracken. Within three months, she was promoted to Wealth Advisor. Less than two years later, she was promoted to VP. Her combination of business acumen, investment knowledge and natural relatability propelled her to success.

As her sponsor and mentor, Bracken continues to be supportive of Ghauri whenever she is looking for career encouragement.

“Amy will impress you to no end, she is somebody that’s relatable, admires Ghauri of her mentor. “She gauges the goals of other women and enables them for success.”

Self-Advocacy, Learning and Honesty

Ghauri has thrived being a single parent, being an immigrant and being seen as young, relative to members of her team – and she’s proud of it. She shares some principles behind her success.

“I’ve always pushed for more. I was never shy in asking and putting it out there to leadership what I wanted,” she says. “If I got the opportunity or not, that’s beside the point.”

When it comes to self-advocacy, she recommends to let leadership know where your personal goals are, long term and short term.

“Talk to immediate leadership. Have the conversation you’re always hesitant to bring up,” she recommends using the opportunity of reviews. “Unless you speak for yourself, nobody else is going to.”

What energizes Ghauri in her current role is her ability to work with clients on their diverse needs through holistic wealth planning. She and her team help clients better understand their investment portfolios, create customize wealth preservation and transfer strategies, manage the asset and liabilities side of the balance sheet and provide other solutions including business valuations and M&A advisory services.

“Learn more than what you are expected to do, and more than what you’re doing in your current job capacity,” she recommends. “Broaden your knowledge base. Don’t be caught with a blank expression on your face when someone asks a question.”

Ghauri values honesty and efficiency and letting her clients know they are an important priority for her. “If you reach out to me, you’ll get a response from me quickly saying I acknowledge you”, says Amber stressing the importance of a responsive connection to others.

Coping with Disruption: Struggle To Growth

Speaking of honesty, Ghauri admits the onset of COVID-19 hit her really hard, but she has ultimately witnessed personal growth and an increased sense of her own leadership ability.

“I overcame many challenges moving to another country. I was not working until I was in my thirties. And now, the moment my career took off – I’m thinking, I’ve arrived,” she reflects. “And then COVID hit. I was feeling a deep depression.”

As a vibrant person who communicates with her entire presence, she felt the need to continue to explore ways to connect with clients in creative ways during the pandemic.

“I have a new approach and stronger bond with internal partners that has improved the way we serve clients,” she says.

When she felt concerns about the COVID having an impact on her performance, as a self-admitting strong Type A personality, she received valuable, nurturing advice from her leaders. During the stressful times of COVID, they have reminded her to put the emphasis on relationships.

“Focusing outside the relationships that sustain us can create a self-inflicted pressure which will only create more challenges” leaders advised her, according to Ghauri. They encouraged her to lean into her natural strengths of connecting and relating – even during the work from home period due to COVID.

Since Ghauri has focused her attentions away from the pressures of the job and more to the work which inspires her, she has felt herself thrive again, even though finding work/home boundaries are still a learning experience.

Ghauri has been indulging in her passion for cooking, and when she is able to, she will again enjoy avid world traveling with her two sons.

By Aimee Hansen

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

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

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

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

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

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

Seizing Opportunities By Raising Her Hand

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

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

Finding Ways to Share The Importance of Diversity

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

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

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

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

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

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

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

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

Finding Balance Outside of Work

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

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

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

By Cathie Ericson

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From Atoms to Assets: My Career in Financial Services

By Janet Walker, Director, Asset Management, Abbot Downing

Atoms are the smallest units of matter; they gave rise to cells.

Embryonic stem cells come from an embryo, and are undifferentiated and undefined, but multiply, grow and develop into a variety of cells – and ultimately a living, breathing human. The development and coordination of cells into a functioning organism is not fully understood, but scientists are working to decipher this every day. Understanding what keeps everything in our bodies in top working order and determining the causes of problems, from the physical to the emotional and mental, is a curiosity that has fueled me for as long as I can remember. The study of asset management, from understanding the complexities of capital markets to deciphering investor behavior, is surprisingly similar.

My path to asset management was atypical. As a young girl, I was driven by the desire to solve medical problems, to help people, in spite of my own obstacles. I lived in and out of shelters and in a constant state of fear while I was at home, struggling to cope with a physically abusive, unstable and alcoholic father. After becoming an emancipated minor, I finished high school and ultimately college, singularly focused on the desire to go to medical school. My path was not linear and was certainly full of obstacles, but I thrived and succeeded.

My college experience and path to graduation was not straightforward, nor what you might expect for a typical college student. I attended what was affectionately called a “commuter” school, where many of the students balanced school with full time jobs. I began as an Engineering Major and discovered that not only was the subject matter not what I expected, but that I was completely unprepared to thrive in an environment that was so unwelcoming to women at the time. I considered switching to Business Administration, but ultimately found my way to the School of Life Sciences, with a reputation of producing highly skilled scientists. I majored in Cell and Molecular Biology, minored in Chemistry, and loved every minute of it. From studying in the classroom to enduring the rigors of lab research, I found that my intellectual curiosity and desire to go to medical school were in sync. The challenges from my home life however, continued to follow me into college.

In spite of a laundry list of accomplishments and qualifications, I wondered whether I would be prepared for medical school, and looked to professors and others for guidance. Rather than listening to my own voice and following my passion, I took a detour and entered a PhD program in molecular biology at a renowned medical school, on the advice of my mentor. I found myself studying in a field that required a high degree of technical focus and less interaction with people – and while I enjoyed the technical and intellectual aspects of this path, the mismatch became clear.

Returning to the West Coast, I found myself in need of a job. Throughout college, I worked in a number of fields, including a short stint as an administrative assistant in Wells Fargo Private Bank. At the time, I was told that there would be an opportunity for me if I ever wanted to return, so I took full advantage of it. The position wasn’t ideal, but I worked hard to find a way to make it my own. The world of finance was completely new to me, despite a few business electives I took in college. I was curious, highly ambitious and thought creatively about how to make it my own. Initially, I obtained a number of securities licenses, and ultimately the Chartered Financial Analyst designation, to accustom myself to the industry. At the same time, the healthcare and biotechnology industries were coming into focus within the finance industry, driven by technological advancements and major discoveries. I used my technical knowledge, research skills and curiosity to bridge a divide, learning how discoveries in science were transforming the financial services industry.

During my 20-year career at Wells Fargo I have combined the fields of science and finance, working to understand global stocks, how they fit into an investment portfolio, and how the construction of a portfolio is impacted by exogenous factors such as geopolitics, economic forces and investor attitudes. The desire to understand complex situations, determine the root cause of a problem and educate and guide clients is surprisingly similar to my childhood aspirations. I successfully manage a complex book of assets with the added benefit of being able to work with a complex and dynamic group of incredibly talented people.

The journey has not always been easy or straightforward, but I’ve persevered by being flexible and embracing change. Much to my surprise, the tools that I have picked up along the way have helped me tackle success and challenges in my personal life. Marriage, the birth of two children, the sudden loss of my husband, are events that you can never really prepare for. Much like career uncertainty, I think it’s what you learn from these events that’s key.

Everyone defines success in a different way. From working with atoms to now working with assets, I’ve learned that my pathway to success involves listening to my inner voice, following my passion and moving through the obstacles that try to derail me, with grace and a positive, forward looking attitude. Success and challenges are inevitable, how we navigate through them is the key. I never thought that I would be a widow, raising two beautiful girls on my own. Success or challenges, either personal or professional, don’t define who I am, but instead shape who I’ve become.

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Voice of Experience: Lisa Hutter, Senior Director of Planning for the Southwest Region, Wells Fargo Private Bank

Lisa Hutter has been well served by the advice to take time to listen, but then also reflect, in order to figure out how you want to respond.

“If you are listening solely to respond, you won’t hear everything you should,” she cautions. “Focusing, being present and then taking time to be thoughtful will always lead you to a better answer,” she says.

These skills have been especially pertinent in her career, particularly in her current role where she has a hand in helping both her clients and her internal team.

Helping Clients Achieve the Best

Hutter went right from college to law school but always knew she wanted to focus on estate planning. She joined a major accounting firm for four years, then moved into the banking arena and even had her own law firm for a short time before finding her home in the trust industry. Her first role was as a trust officer focusing on estate planning, and then she joined Wells Fargo as a team leader, where she manages a team of planners who include attorneys, CFPs and accountants who offer a collaborative approach to advising private clients.

Three years ago she was offered her current position as senior director of planning for the southwest region and moved to Austin, Texas, where she has added strategy to her responsibilities. In addition she is closely involved with the firm’s diversity and inclusion efforts, helping to continue education and awareness and has been gratified at the strides they have made in moving the needle.

As she thinks back over her career, one of the accomplishments she’s been proud of is her focus on building teams—focusing not only on supporting one another and promoting trust, but also offering her employees a clear path forward in their career. She has been pleased with the way she has been able to manage a cultural shift in her region, leading to stronger teams who can better serve clients.

And that’s the cornerstone of everything she does, noting how rewarding it is to work with clients and see the positive difference she can nurture in the family unit. In fact, Hutter is excited about advances Wells Fargo is making with a more recent offering in the Private Bank called Family Dynamics.

Statistics show that when families of wealth fail, 70 percent of the time it’s because of a breakdown in communication. In that way, this offering is ideal to help bolster communication for any family contemplating their future.

Another growing trend that is inspiring her work is the “graying” of the business owner; Hutter finds there are many in her region who are nearing retirement age and exploring their options. “The best way to create a smooth transition is to start three to five years out, which also pulls in the family dynamics element,” she notes.

Confidence Will Take You Far

Hutter has always admired Sheryl Sandberg’s advice, particularly the reality that a lot of times we second guess ourselves and think we have to be perfect for a certain role or project before we throw our hat in the ring. “It’s important to realize that job descriptions shouldn’t be read as prescriptive around every single element where if you don’t have a few items on the list you shouldn’t bother applying; instead rely on the right skills you already have to succeed and be confident in yourself, apply for the role and through the course of interviews you and the folks making the hiring decision will determine if you are the right fit for the role. In the end, you might surprise yourself.”

Confidence is vitally important in her industry, when it’s not uncommon to walk into a senior leadership meeting and be outnumbered, sometimes even as the only woman. “You have to get comfortable with leaning forward and making your voice heard,” she says, adding that she has helped her teammates understand this perspective by encouraging them to put themselves in those shoes.

At the same time that you should always strive for new paths, Hutter believes that young women who are entering this industry would be well-served by being patient and taking the time to really master their job. “You can get involved in so many projects and therefore find opportunities to be challenged, even while you sit in your current job and make a name for yourself there,” she points out.

In fact, she finds that a lot of success has to do with getting to know people all over the organization and at all levels and learning more about their day-to-day jobs. “That can help you identify another area where your skills might be transferable but is more interesting to you, and you don’t want to miss out on that by not seeking new opportunities.”

It’s one of the reasons she served in the role of regional leader for the firm’s Women’s Team Network while she has continued to serve in similar roles. She urges all her colleagues to take advantage of the development programs available in person as well as on the internal site—both to boost specific skills as well as to expand networking by meeting others with whom they don’t interact on a day-to-day basis.

“Be Kind To Yourself”

Hutter’s advice for women at her level will resonate with anyone in a fast-paced field. “Be kind to yourself,” she says. “We are not perfect and so we need to believe that what we are doing is enough. Take the time to be present and focus on what matters, like your family, and shut down if you need to because that’s okay.”

She herself takes that advice to heart with her own family. In addition, she has an excellent outlet through regular workouts at her husband’s CrossFit box, appropriately named “Third Element.”

“It’s my community and home away from home, and it helps us model a healthy lifestyle for our kids,” Hutter says. In addition to mitigating stress, achieving a new goal in her workout has another important byproduct—transferring those feelings of success to the workplace.

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