The Innovative Accountant Podcast | Integrated Advisory by WealthCo

#023 | Laurel Sim - Understanding Corporate Portfolio Management


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On this episode Tim is joined by VP of Portfolio Management at Taleo, Laurel Sim. Laurel is also co-host on the Mission Driven Leader Podcast that focuses on helping leaders clarify and accomplish their missions by giving them the tools, tips and resources they need to succeed. Co-host with a past guest on this podcast, Ed Hoffman, former Chief Knowledge Officer of NASA.

Outside of her work with Taleo, Laurel volunteers a great deal of her time helping to further educate others through speaking engagements, mentorship, and workshops. To recharge Laurel spends her free time at her family’s farm, playing sports, running with her dog Goose, and travelling.

Learn more about Taleo Here: https://taleoconnects.com

Listen to the Mission Driven Leader Here: https://anchor.fm/the-mission-driven-leader

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The Innovative Accountant Podcast | Integrated Advisory by WealthCoBy The Integrated Advisory Network