Shelly Lombard is a powerhouse in the financial world — she's the founder of Schmooze, a Fortune 500 board director, and a trailblazer in leveraging relationships. 

 

In this episode, Shelly takes us through her remarkable journey from growing up in New Orleans with three younger siblings to becoming a successful Wall Street professional. We explore her early career challenges, the strategic risks she took leaving the corporate world to try out entrepreneurship, and how she carved out a space for herself as a board member of several Fortune 500 companies. 

 

Shelly shares how she realized that relationships are one of the most important tools for building wealth and achieving career milestones. You'll learn how she adeptly navigated the volatile world of Wall Street, the innovative ways she started investing after leaving corporate finance, and the founding of Schmooze to help other women build powerful networks and learn skills to move up the corporate and business ladder. 

 

You'll be inspired to take control of your financial future, leverage relationships, and perhaps even start your own journey toward building a portfolio career. 

 

Key Topics:

1. The tight financial middle ground of growing up in a middle-class family
2. Shelly’s first taste of financial freedom with her first summer job
3. Learning the connection between money and lifestyle
4. Starting out as a journalist at The Boston Globe
5. Making the decision to get an MBA to make it in Wall Street
6. How Shelly managed finances with her first job at Citibank
7. An introduction to Vulture Investing 
8. How technology has given people more access to investing tools
9. Setting yourself up emotionally and financially for entrepreneurship
10. Landing her first board seat with an equity firm
11. Learning to be more intentional with keeping in touch with connections
12. Launching Schmooze and going for her dreams
13. Shifting your mindset to being opportunistic
14. Relationships close gaps to get you where you want to go

Connect with Shelly online:

 

Website: https://schmooze.biz/

LinkedIn: https://www.linkedin.com/in/shellylombard/

Instagram: @dreamventures.co

 

Become a Founding Schmooze member for only $21/month: https://schmooze.biz/pages/membership-sign-up

Get a free month trial for following Shelly on Linkedin 

Find more from Syama Bunten:

Instagram: @syama.co, @gettingrichpod

Website: https://scalingretail.com/, https://syamabunten.com/

Youtube: https://www.youtube.com/scalingretailconsulting