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#25 - Growth: Careers, Relationships, and SOF’s Future (feat. Jody Holden, Chief Growth Officer of Scholars of Finance)
It’s another first on Investing In Integrity: a conversation with one of our team-members! We’re joined by Jody Holden, our new Chief Growth Officer at Scholars of Finance. Prior to joining SOF in the spring, Jody spent 25+ years in financial services, including stints at Prudential, Citigroup & Bank of America where she specialized in Equity Research and Institutional Sales.
In this conversation, Jody takes us back to the beginning of her career working as an analyst. She recounts how her early research roles gave her both broad industry exposure and a strong foundation of transferable soft skills, which she then leveraged to rise the ranks to become a Managing Director of Institutional Sales.
“My job,” Jody says, “is to make sure we’re here for as long as we can possibly be here, to make sure we get bigger & stronger.” Jody takes us behind the scenes into growing a non-profit membership organization like SOF, sharing her perspective on our mission, vision, and values–and unpacking her optimism for the future of our organization and our growth strategy. Ross & Jody also discuss the importance of building and sustaining high-trust, high-integrity relationships in collaborative leadership.
Whether you’re thinking about your first role in finance, curious about the future growth of our organization, or envisioning your own career ascent, we hope you’ll enjoy this first conversation with one of our own team-members!
00:00 - Intro / SOF Role
8:52 - Early Career
13:40 - Sales and Client Relationships
19:19 - Mentorship and Women’s Initiatives
26:24 - Wrap Up
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By Scholars of Finance
5
5353 ratings
It’s another first on Investing In Integrity: a conversation with one of our team-members! We’re joined by Jody Holden, our new Chief Growth Officer at Scholars of Finance. Prior to joining SOF in the spring, Jody spent 25+ years in financial services, including stints at Prudential, Citigroup & Bank of America where she specialized in Equity Research and Institutional Sales.
In this conversation, Jody takes us back to the beginning of her career working as an analyst. She recounts how her early research roles gave her both broad industry exposure and a strong foundation of transferable soft skills, which she then leveraged to rise the ranks to become a Managing Director of Institutional Sales.
“My job,” Jody says, “is to make sure we’re here for as long as we can possibly be here, to make sure we get bigger & stronger.” Jody takes us behind the scenes into growing a non-profit membership organization like SOF, sharing her perspective on our mission, vision, and values–and unpacking her optimism for the future of our organization and our growth strategy. Ross & Jody also discuss the importance of building and sustaining high-trust, high-integrity relationships in collaborative leadership.
Whether you’re thinking about your first role in finance, curious about the future growth of our organization, or envisioning your own career ascent, we hope you’ll enjoy this first conversation with one of our own team-members!
00:00 - Intro / SOF Role
8:52 - Early Career
13:40 - Sales and Client Relationships
19:19 - Mentorship and Women’s Initiatives
26:24 - Wrap Up
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