We Talk Careers

How can vulnerability empower our relationships? To be transformed, it takes showing our weaknesses and building up our resiliency. Hard to do in a mentoring relationship unless trust is built and maintained.

In this episode with Jami Farr and Marissa Solomon, we are talking about creating transformation through our mentoring relationships.

Marissa Solomon is a senior vice president of business development within the Asset Management Solutions division at Fidelity Investments. She is responsible for new business development and relationship management activities, primarily focused on corporate and public plans sponsors. Marissa is married with kids, an avid golfer and adventurer.

Jami Farr is a Regional Sales Manager for the Select Sector SPDR ETFs. Prior to joining the Sector SPDRs, Jami held internal sales and marketing roles at ALPS Portfolio Solutions, Cornerstone Asset Management, and Wells Fargo Bank. Jami is a Colorado Native and currently lives in Denver with her husband and two Golden Retrievers. She enjoys the outdoors, golf, and participating in various charitable organizations.

Kristine Delano guides the discussion on how to grow a transformational mentoring relationship. 

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer 

Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Book recommendations: 

Talking to Strangers by Malcolm Galdwell

Becoming Bullet Proof  by Evy Poumpouras

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

What happens when our mentoring relationships span competing firms? As we grow and mature in our careers, which mentoring relationships do we want to evolve with us?

In this episode we are talking about competition and the role of mentoring with Holly Framsted and Priya Panse.

Holly was a previous guest on We Talk Careers. She spoke about creating a strength-based career. Don’t miss it! Holly is the Head of ETFs at Capital Group, home of the American Funds. Holly lives in Redondo Beach, California with her husband and 2 Children  

Priya Panse is an investment strategist with BlackRock, specializing in iShares Factor & Sustainable ETFs. She’s worked across BlackRock’s global offices - Singapore, London and now San Francisco. Priya is also a new mother to a baby boy and an avid hiker in California.

Kristine Delano guides the discussion on how your mentoring relationships can grow with you. 

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer 

Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Book recommendations: 

- Salem Falls by Jodi Picoult

- Time to Parent by Julie Morgenstern

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

Do you have an advisory board? Why would you need one? Do the people you lean on know the role they have in your career and life? Should they?

In this episode, we are talking about Mutual Mentoring with Alisa and Jillian. Alisa Maute is the Executive Vice President of Growth Solutions at LPL Financial. Previously, she served as Head of Strategic Partnerships at WisdomTree. Alisa has been married for 12 years and they have two sons and dog named Muggsy. Jillian DelSignore is Head of Strategic Growth and Solutions for FLX Networks and sits on the board of Women in ETFs. She lives with her husband and son in Chicago.

WE are thrilled to not only have Jillian back on the show but welcome Alisa to We Talk Careers Podcast.

Kristine Delano discusses the importance of advising, but not managing in mutual mentoring relationships.

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer 

Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Book recommendations: 

Michelle Obama - The Light We Carry

Julia Boorstin - When Women Lead

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

Brought to you from the stage of the 2023 Exchange Conference at the Fontainebleau, we are kicking off a season exploring successful mentoring relationships.

What does it look like to be authentic? How being open and intentional can introduce you to new ways of being successful. 

Jennica Ross is the Head of US ETF Sales and Portfolio Trading at Susquehanna International Group (SIG), one of the largest proprietary trading firms in the world and one of the world’s most active ETF market makers. Jennica oversees a team focused on ETF and portfolio trading execution serving a wide range of clients – including platforms, asset managers, wealth managers, institutions. Jennica joined SIG in 2022 after serving as Head of Strategic Relationships at WallachBeth Capital for the last ten years. Jennica currently serves as  Co-President for Women in ETFs US.  

 

Naomi DePina is a Vice President of ETF Sales at GTS Execution Services. She specializes in distribution and marketing across TAMPs, RIAs, and Robo Advisors. Before joining GTS, Naomi spent five years at State Street Global Advisors. She is Co-Secretary for Women in ETFs, Advisory Council Member for Fusion IQ, and Board Chair for Good Call NYC.

Kristine Delano digs into the five core values of mentoring with Jennica and Naomi.

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer 

Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Book recommendations: The Book of Form and Emptiness, Ruth Ozeki

The Book with No Pictures, B. J. Novak

All Things Fall Apart, Chinua Achebe

The Spirit Catches You and You Don’t Fall Down, Anne Fadiman

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

What does it take to build teams that span careers and create revenue? 

The first guys we’ve ever had on the show break it down for us.

Chris Hempstead is a Managing Director and Head of ETF and AP Portfolio Rebalance Trading at Mirae Asset Securities. Dave LaValle is a Senior Managing Director and Global Head of ETFs at Grayscale Investments, the world’s largest digital currency asset manager. Both men are family guys, married to amazing women, who must just get them. You’ll see what we mean. 

Kristine Delano sometimes guides the conversation and sometimes just lets it flow, but in the end you’ll get a good sense of what it takes to be on a team that just works.

 

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer 

Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Book recommendation: Reminiscences of a Stock Operator by Edwin Lefevre

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

Do you know the 7 Success Strategies that people learn in the first 7 years of life? Do you have them? Does your mentor? Dr. L. Carol Scott introduces emotionally safe mentoring.

Dr. Scott is a trauma-informed developmental psychologist, TEDx speaker, coach, and #1 International Best-Selling author. She brings us the SASS—Self-Aware Success Strategies to help us get along better on the adult playgrounds where we all play. 

Kristine Delano and Dr. Scott discuss mentorship: how to enhance self-awareness and create spaces for others to thrive. And along the way they tackle the rent-free individuals in your head. 

Follow on Instagram kristine.delano.writer 

Visit www.womeninetfs.com to find additional support in the ETF industry. 

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Book recommendation: The Wisdom of Not Knowing: Discovering a Life of Wonder by Embracing Uncertainty by Estelle Frankel.

Email [email protected] to request your own SASS assessment. 

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

What’s up with intellectual curiosity? Is it the special sauce you’ve been missing in your career? Emily Meyer discusses how it is driven success in her career and how it can change yours.

Emily Meyer a Vice President and Senior Relationship Manager on the Strategic Partnerships team at Northern Trust Asset Management. She is responsible for the firms’ relationships with bank trust institutions across the US. Prior to her current role, Emily was a Relationship Manager on the National Accounts team at a tactical exchange-traded fund strategist firm. She is the current US co-President of Women in ETFs.

Kristine Delano and Emily not only discuss how intellectual curiosity can drive your career but why you should look for it on the teams you join and the teams you build.

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

What does opportunity look like? How do you envision the path before you? Andrea Murray discusses why it is essential for companies to attract diversity from the top.

Andrea Murray is Head of Business Development at Blackwater Search & Advisory based in London. Andrea relocated from Washington, D.C. in 2019 where she was the Senior Relationship Manager and ETF Specialist at ProShares. Her 20-year finance career began in Boston at Brown Brothers Harriman and was previously Co-Head of the Women in ETFs London Chapter.

Kristine Delano and Andrea provide practical tips for both people in positions of influence and those simply looking to drive change. Shout out to Shundrawn Thomas, founder of the Copia Group, for his open letter. “Diversity has to start at the top”.

Listen on your favorite podcast platform. We Talk Careers Podcast.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

The world of presenting has changed. Have you noticed? There’s often a camera in front of your face instead of live, three-dimensional audiences. How do you assure you are engaging and effective in the virtual space? Hint: Put your camera an arm's distance away and speak as if to one person.

For more than 20 years, Marsha Redmon has taught executives and others how to have a more powerful presence when they speak. During the pandemic, she became the go-to expert, teaching professionals how to fix their virtual presence, encouraging them to speak with confidence and engagement–to win clients, have impact and own their niche.

Kristine Delano and Marsha discuss practical tips like positioning your camera and notes, voice moderation, and the importance of silence. Also check out Mona Naqvi’s episode: Media 101 for a great story about thinking on your feet.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

If you’re interested in diving deeper into virtual presentation skills, check out www.marsha.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com

Often advancement in this industry requires moving firms and reinventing the next version of yourself and your capabilities. How can you stay where you are and cultivate a career?

Kelsey Mowrey is President of Motley Fool Asset Management. She is responsible for the firm’s strategic growth, ensuring operational excellence, and serving as an advocate for their Funds’ shareholders. Kelsey was able to grow in her career from administrative support to President within the same company.

Kristine Delano and Kelsey discuss how to manage perceptions at the same you mature in your career. No easy feat.

Don't miss Laura Morison's episode on Corporate Culture.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Book Recommendation: Invisible monsters by Chuck Palahniuk and The Stranger Beside me by Ann Rule.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit kristinedelano.substack.com

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wallstreetsuspense.substack.com