We Talk Careers

Passion Fuels Purpose What if the key to unlocking your potential lies in discovering your passion?  In this episode, we chat with Stacy Francis about how discovering your passion can shape your life's journey and the importance of staying open to opportunities, allowing you to learn, adapt, and keep moving forward. Stacy Francis is the President and CEO of Francis Financial, a fee-only wealth management firm specializing in financial planning and divorce financial planning. With over 20 years of experience, she holds the CFP®, CDFA®, and CESTM designations. Stacy is also the founder of Savvy Ladies™, a nonprofit empowering women to take control of their finances. A nationally-recognized financial expert, she serves on CNBC's Digital Financial Advisor Council and the Forbes Finance Council, and contributes to The Wall Street Journal. Stacy is the host of the Financially Ever After podcast and author of Financial Help for Widows and the white paper Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce. In her free time, Stacy enjoys indoor skydiving with her daughter.  Kristine Delano guides the conversation on how being intentional and brave about your passions leads to out of the box thinking and opportunities for growth.  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. Episode References: Savvy Ladies Money Circles

Is “multitasking” truly efficient? Does it leave you feeling unfocused and anxious? In this episode, we're talking with Namita Tated about how “multitasking” is often just rapidly changing tasks and more time consuming than time saving.   Namita Tated is a Portfolio Associate at Build Asset Management in East Seattle, where she oversees Fund Accounting, Financial Reporting, and Performance Measurement. With a background in Finance and Accounting, Namita has previously worked with KPMG and BNY Mellon, gaining extensive experience in the financial industry.  Kristine Delano guides the conversation on how taking a more mindful approach to completing tasks may enhance productivity and well-being. 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.

Do you know your “why”? Have you wondered how to look at career transitions through the lens of your motivations?  In this episode, we're talking with Cathy Clay about how knowing your “why” provides the motivation and confidence to navigate career transitions and learn more about yourself and others.  Catherine Clay is Executive Vice President, Head of Global Derivatives at Cboe Global Markets. Cathy oversees the global Derivatives business, encompassing both the U.S. and European markets. Previously, she served as Executive Vice President of Global Digital and Data Solutions. Cathy joined Cboe as part of the company's 2015 acquisition of LiveVol, where she was Chief Executive Officer. She holds a Bachelor of Science from the University of Colorado, where she learned the art of Zamboni driving. Cathy also serves on the Greenwood Project board of directors.  Kristine Delano guides the conversation on how exploring your passions and asking critical questions about motivations and personal drivers can play a key role in navigating transitions. Her debut suspense novel will be published in January 2026 by Tyndale House Publishers.  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.

Change can often feel daunting when navigating career transitions, but it can also be the beginning of great opportunities.  In this episode, Kristine Delano and Koel Ghosh talk about the importance of embracing change and discovering fulfilling paths beyond conventional definitions of success.  Koel Ghosh is a Senior Growth Advisor at Eminence Strategy Consulting, specializing in reputation management. She is also leading the India Chapter for Women in ETFs, a global non-profit organization for the ETF industry. With over two decades of experience in finance, Koel has held key leadership positions, including former Head of South Asia at S&P Dow Jones Indices and Managing Director and CEO of Asia Index Private Limited, significantly advancing passive investing in India. Her comprehensive expertise in asset management spans various renowned financial institutions such as Thompson Reuters, UTI Asset Management, and IL&FS Asset Management Limited. A Chartered Accountant, she was recognized by the Association of International Wealth Management of India as one of the top 100 women in finance in 2019. In addition to her professional achievements, Koel enjoys painting with various mediums and has a passion for baking sweet treats. 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. Koel's Acknowledgements: Alex Matturri Douglas Peterson Martina Cheung Lakshmi Iyer Ashish Chauhan

Have you ever felt the pressure to fit into a certain mold, only to realize that true success comes from embracing your authentic self?  In this episode, we're talking with Ramiro Higuera about how embracing openness and curiosity fuels authenticity in professional and personal environments.  Ramiro Higuera is a Vice President and Regional Consultant for State Street Global Advisors SPDR, overseeing sales and relationships in the Western US for the Registered Investment Advisor (RIA) Channel. A 17-year industry veteran, he started at Vanguard, focusing on Ultra High Net Worth sales and helping launch the Robo-Advisor "Personal Advisor Services." He began his career in 2014 as an internal sales rep at Cole Capital and later became an external wholesaler at Northern Trust. Since moving to Bellevue, WA, Ramiro is active in community service, launching the Pacific chapter of Women in ETFs and serving on the board of CFA Society Seattle as Director of Educational Programming. He is also a board member for the Community Foundation of Snohomish County. An outdoor enthusiast, Ramiro enjoys running, hiking, kayaking, cycling, and golfing. He lives in Bellevue, WA with his wife and three children. Kristine Delano guides the conversation on how authenticity can drive confidence and build genuine connections.  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.

Transformative Mindset Don't miss this one! Wow. How can the 'Why me?' mindset be dangerous, and what is the transformative power of adopting a positive mindset? In this episode we're going off script with Shana Orczyk Sissel as she shares her intensely personal journey through the last year and how she has navigated it.  Shana Orczyk Sissel, CEO of Banríon Capital Management, specializes in alternative investments, helping advisors navigate complex public and private opportunities. She served as a key advisor in launching Armada ETF Advisors and its Home Appreciation U.S. REIT ETF (HAUS). With over 20 years in the industry, Shana's experience includes leading alternative investment platforms at Cope Corrales and managing a $500 million portfolio as CIO at Spotlight Asset Group. Her background also features roles at Orion Advisor Solutions, Ariel Investments, Fidelity Investments, Mercer Investments, Peak Financial Management, and Russell Investments. A sought after  on financial news networks, Shana holds a BS in Sport Management from the University of Massachusetts Amherst, an MBA from Bentley University, and the Chartered Alternative Investment Analyst (CAIA) designation. Known as the "Queen of Alternatives," she is recognized for her expertise and leadership in the field and wears the “crown” with great pride. Kristine Delano guides the conversation on helpful ways to manage personal struggles and support others through their difficult journeys. 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.

Prepare to be Brave   Where do you find your bravery when there isn't an opportunity to prepare?  In this episode we're talking to Kelly Orr about preparing to be business brave and when to use that bravery to graciously decline.  Kelly Orr is a sales executive in Vanguard Financial Advisor Services. She supports Vanguard's Registered Investment Advisor (RIA) Division in Eastern Massachusetts, New Hampshire and Maine. Kelly's 30-year career in financial services has included 12 years at Vanguard and 18 years at PIMCO as a Vice President/Advisor Consultant and National Account Manager. She earned a B.A. in Psychology and Spanish from Fairfield University. Kelly lives in the Seacoast town of Portsmouth, New Hampshire with her husband, Keith and two daughters, Jordan and Piper. Kristine Delano guides the conversation on ways to practice being brave so when opportunity knocks, you'll be prepared. 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.

How do you give yourself permission to change? What are the essential steps for building a successful foundation? In this episode we're talking to Camille Clemons about what it takes to “Make it Happen”. Camille Clemons, a Market Leader at Cohen & Co, brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firm's nationally recognized team. ILiving in the northwest suburbs of Chicago where she grew up, Camille and her husband have two children and a golden retriever. Outside of family time, Camille loves to golf, paddleboard, cook and bike. Her most recent adventure includes completing a trek through the Joshua Tree National Park, where she spent three days riding 120 miles through the historic (and surprisingly steep) terrain. Kristine Delano guides the conversation on what it means to be a student of your industry and embrace intellectual curiosity to explore and grow.  This episode features a special cameo by Sherry Shindelar. Sherry is a Historical Romance author, whose most recent book, Texas Forsaken, released in May.  Check out Sherry Shindelar's book, Texas Forsaken. Listen to Emily Meyer's episode on Intellectual Curiosity. 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.

Have you ever wanted to step into something new in your career? Make a big change? Have you let fear hold you back? In this episode we're talking to Michelle Shanley about stepping into change and saying yes to fear. As Global Head of Strategic and Key Accounts, Michelle Shanley leads a global team of senior account managers for MSCI. Prior to her current role, she served as Head of Americas Strategic Accounts and Asset Owner and Investment Consultant Coverage. Michelle joined MSCI in 2003, bringing over 10 years of institutional sales and trading experience; spanning Bank of America (Merrill Lynch), Citigroup, and Goldman Sachs. Michelle holds an MBA in Finance from the University of North Carolina at Chapel Hill and a Bachelor of Arts in Communications from the University of New Hampshire. She sits on the U.S. board of Women in ETFS and is actively involved in Partners in Development (Haiti), a non-profit organization focused on helping impoverished communities attain independence and whole-life development. Michelle lives with her family in Maine on a beautiful pastoral property. Kristine Delano guides the conversation about how to think practically about fear and when to say yes.  This episode features a special cameo by Diane E. Samson. Diane is the author of the Young Adult Fantasy series, Gems of Fire.  Check out Diane E. Samson's Gems of Fire series. 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.

When do you seize the opportunity and make the move? What should you consider before you take the leap? How do you adjust to the changes that come?  In this episode we're talking to Lee Turner-Conn about what to consider when making a big career move. Lee is Head of Americas for the Index Investments Group at FTSE Russell which is part of the London Stock Exchange. Lee has over 20 years' experience in financial services. Lee holds a Bachelor of Science from Purdue University in Business Management with an emphasis on international studies. She currently lives in Montclair, New Jersey with her English husband Matt and 12 year old twins Fletcher and Clementine. There is also a miniature schnauzer named Winnie and a regal cat named Sir Duke. Kristine Delano guides the conversation about how to make the move and navigate career transitions.  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.

Show notes: Impact of Women in ETFs Are you involved? Have you hesitated to lean into Women in ETFs or another professional organization? Our amazing guests articulate why you should act now. Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.   Featured on this episode: - Christine Berg, Managing Director, MSCI - Brian O'Donnell, Co-Founder, BondBloxx - Kristin Myers, Content and Editor-in-Chief, etf.com - Jessica Zaloom, Head of Corporate Communications, WisdomTree - Kristen Winther, Business Manager, TIFIN - Perth Tolle, Founder, Life + Liberty Indexes   Kristine Delano guides the conversation about how the WE organization has made a difference in so many careers.      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.

Show notes: Work Life Balance How do successful people balance work and life?    Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they find balance and sometimes how they embrace the crazy.    Featured on this episode: Kelly Orr, RIA Sales Executive, Vanguard Rebecca Sin, Senior ETF Analyst, Bloomberg Brie Williams, Vice President, State Street Noriko Suzumura, Head Tier1 Sales, Bloomberg Svitlana Gubrity, Head of Indirect Real Assets, abrdn Lauren Davis, Associate Director of Communications, S&P Dow Jones Indices   Kristine Delano guides the conversation about integrating and sometimes balancing work and life.     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.

Show notes: Networking with Intention When is networking organic, and when should you prepare? What steps can you take to assure success?   Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.     How do you prepare for a conference?    Featured on this episode: - Lee Turner-Conn, Head of Americas, FTSE Russell - Michael Morelli, CEO, etf.com - Andrea Murray, VP, Brown Brothers Harriman - Deborah Draeger, Senior Director, S&P Down Jones Indices - Erin McClafferty, Executive Director, Cohen & Company - Arlene Reyes, COO, ExchangeTradedFunds.com - Stephanie Schils, Client & Product Solutions Advisor   Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.   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.  

How do you self-promote without boast? Find mentors without bother?  Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees (plase excuse some audio glitches). We heard about the role that mentors have played in their careers, as well as the importance of self-promoting with confidence.  Do you hear your name as one of the many influential mentors mentioned? Let us know, as we'd love to hear from you! Featured on this episode: -Roma Lotay, Partner, Borden Ladner Gervais, LLP -Steven Kreichman, Director, Index Investments Group, FTSE Russell -Nelly Mubashi, CEO, NWAM, LLC -Jane Edmondson, Head of Thematic Strategy, TMX VettaFi -Vicki Chan, Content Strategy Director, VanEck Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.   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.  

What does it mean to be the Global Head of Capital Markets? We have Janel Jackson and Anita Rausch here to tell us. Anita Rausch is a Senior Vice President and Global Head of ETF Capital Markets, managing the liquidity and trading education of AB's suite of exchange-traded funds (ETFs). Before joining the firm in 2022, she was head of Capital Markets for WisdomTree, a global ETF-only asset manager. She holds a BA in international business, with a minor in German, from the George Washington University. Anita is married with 2 kids (8 years and 12 years) and resides in Bergen County, NJ.  She regularly enjoys time with the family skiing in the winter, and driving fast cars in the summer.     Janel Jackson is the Global Head of ETF Capital Markets at Vanguard. Janel joined Vanguard in 2012 as part of the company's M.B.A. Leadership Development Program. She has also served as chief of staff to Vanguard's chief investment officer and as senior investment analyst in Vanguard Institutional Advisory Services®.  Janel earned a B.A. from Ohio University and an M.B.A. from the Georgia Institute of Technology. She holds FINRA Series 7 and 66 licenses and is a member of the U.S. board of directors for Women in ETFs. Janel enjoys spending time with her family. She is also a foodie with a love for traveling to warm vacation spots.  Kristine Delano guides the conversation about using your knowledge to become invaluable and the different skill sets necessary to navigate within the world of ETF Capital Markets.  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. In partnership with https://www.etfcentral.com/ Book recommendations:  Discipline is Destiny: The Power of Self-Control by Ryan Holiday My Ishmael by Daniel Quinn WE Talk Careers Podcast Episode Links: High Performing Teams with Janel Jackson

Today, we are speaking to leaders who can both geek out on data and translate the big picture of our economy. They are the Head of Research. From strategic planning to market analysis to industry trends, how do their roles guide the creation and management of ETFs?  We have Matt Dines and Carol Spain with us today.  Carol Spain is a Managing Director and Head of Credit Research for Schwab Asset Management. Carol earned a Master of Public Policy from the University of Chicago and a Bachelor of Arts in political science from the University of Notre Dame. She is an active member of the National Federation of Municipal Analysts and is a member of the External Advisory Panel of the Government Finance Research Center. Carol lives in Chicago with her husband and two small children.    Matt Dines serves as Chief Investment Officer at Build Asset Management, where he oversees portfolio management, capital allocation, and strategy for the firm and its clients. Matt holds a Master's degree in Finance from Washington University in St. Louis, with a focus on Quantitative Finance. He holds a Bachelor's degree in Biological Science from the University of Notre Dame. Matt earned his Chartered Financial Analyst® designation in 2017. Matt and his wife live in Seattle with their twin boys.   Kristine Delano guides the conversation about the hard work and skills it takes to research and analyze data in the world of ETFs.  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. In partnership with https://www.etfcentral.com/ Book recommendations:  Leading Lightly by Jody Michael The Asian Financial Crisis 1995-98: Birth of the Age of Debt by Russell Napier

Compliance professionals play a vital role in maintaining the integrity and transparency of the ETF industry. Now, that may sound a bit dry, but I assure you, throughout my career, compliance departments have been filled with some of the most dynamic and interesting professionals at the firm. Today, we are joined by Amy Shelton and Melanie Zimdars. Amy Shelton is Senior Vice President and Chief Compliance Officer (CCO) for the American Century Funds, Advisor, Broker-Dealer and global operations. Amy is a member of key oversight committees including the Investment Oversight Committee and the Products & Markets Committee. Amy joined American Century Investments in 1994 and has served as CCO since 2014. In her free time, Amy enjoys cooking and hosting paella parties with her husband.  Melanie Zimdars is Chief Compliance Officer (CCO) of Invesco Capital Management LLC. Prior to joining Invesco, Melanie served as Vice President and deputy Chief Compliance Officer at ALPS Holding, Inc. from 2009 to 2017. Melanie enjoys spending time outdoors with her husband and son, hiking and snowshoeing.  Kristine Delano guides the conversation about fostering team relationships and building strong communication skills in the fast paced world ETF Compliance. 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. In partnership with https://www.etfcentral.com/ Book recommendations:  Never Finished by David Goggins Trust by Hernan Diaz

What are the skills and strengths needed to create a customer base for ETFs? What does it take to know when to pivot and how to do it well? We have Michelle DeWitt and Michael Natale with us for this episode to share their insight into the world of ETF Marketing. Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management's presence in the intermediary market and driving the adoption of investment expertise and strategies across North America. Michael earned his BBA and MBA from Stetson University (Deland, FL). He holds the FINRA series 7, 24, and 63 securities licenses. He is a former professional golfer and a six-time Chicago City Amateur Champion. He lives with his wife and 2 children in Chicago.  Michelle DeWitt serves as the Head of ETF Marketing at Invesco where she's responsible for the development and oversight of the ETF marketing strategy in the US and EMEA. Michelle earned her Bachelors' degree in Business Administration from  Baruch College. Her commitment to professional development is evident through her possession of a CIMA® certification as well as FINRA Series 3, 7, 24, and 63 licenses. Michelle resides with her husband and 2 wonderful daughters in New York. She enjoys socializing with friends and family, going out to dinner, walking and soaking up the sun! Kristine Delano guides the conversation about the importance of knowing which way the decision bus is going and how to know if you're on it. 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. In partnership with https://www.etfcentral.com/ Book recommendations:  Start With Why by Simon Sinek Atomic Habits by James Clear

Today we are diving into the bones of Exchange-Traded Funds. Without them we'd have no form and nothing to offer investors. Who are these essential minds? ETF Analysts are scientists, detectives, and reporters all rolled up into the span of a single trading session. We have two fantastic guests to give us a peek at what they do. Anu Ganti and Rachel Liang are joining us for today's episode. Anu R. Ganti is Senior Director, Index Investment Strategy at S&P Dow Jones Indices. She is also a frequent contributor to both print and broadcast media outlets. Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (subsidiary of Eaton Vance). Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelor's degree in finance and marketing from NYU's Stern School of Business. She is married and lives with her husband in suburban New Jersey. Rachel Liang is an experienced ETF Capital Market Research Analyst with a deep background in quantitative and data analytics field. Born and raised in northern China, she relocated to the U.S. in 2012. Rachel holds a bachelor's degree of Applied Mathematics in Beijing Institute of Technology, and a master's degree of Financial Mathematics from Rutgers in New Jersey. She currently lives and works in New York City. Outside of work, Rachel loves Jazz music, reading, and baking in winter times. She holds Series 7 and 63, and is a CFA charterholder.  Kristine Delano guides the conversation about how curiosity, creativity, and communication all play vital roles for Analysts as they navigate the evolving industry of ETFs.  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. In partnership with https://www.etfcentral.com/ Book recommendations:  Rogue Trader by Nick Leeson Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever by Robert Wigglesworth Mentor Mentions: Craig Lazzara - S&P Dow Jones Indices Tim Edwards - S&P Dow Jones Indices   WE Talk Careers Podcast Episode Link: Indexing Your Career with Joy Yang 

Today, we're talking about Business Intelligence. As the world of finance, investing, and ETFs gets more complex and nuanced, we need more data-driven insights that can support business decisions. Today we are joined by Montanna Saltsman and Brie Williams. Montanna Saltsman is a Director, Investment Analysis, Active ETFs at Fidelity Investments where she supports all aspects of Fidelity's ETF business. She earned her BA in Finance from Auburn University and an MBA & MSF from Auburn University. She serves as the Co-Head of Marketing & Communications for Women in ETFs. She currently lives in Denver, Colorado and loves hiking, yoga and reading. Brie Williams is Vice President of State Street Global Advisors and Head of Practice Management for the GLobal SPDR Business. Brie received her MA degree from Emerson College and her bachelor's degree from Southern Methodist University. She also is a Member of the Advisory Board for ThoughtLab and represents Women in ETFs on their Speaker Bureau. Brie lives with her husband in Massachusetts and enjoys running, helping friends with design projects, and is an avid reader.  Kristine Delano guides the conversation about resilience, intellectual curiosity, an eagerness to learn and the impact these all have on the role of Business Intelligence. 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. In partnership with https://www.etfcentral.com  Other episodes referenced -  Intellectual Curiosity - https://wetalkcareers.podbean.com/e/intellectual-curiosity-with-emily-meyer/ Impact Mentoring - https://wetalkcareers.podbean.com/e/impact-mentoring-with-jill-mavro-and-kelly-mckenna/   Book recommendations:  Rise: My Story by Lindsey Vonn Lead to Win by Carla A. Harris When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them  by Julia Boorstin The Only Woman by Immy Humes

Today is our 50th episode of WE Talk Careers! We are continuing our dive into Wall Street careers and into the very heart of Exchange-Traded Funds. What does it mean to be a product manager? We are joined by Sandra Testani and Greg Trinks to help us explore this role. In her role as Head of ETF Product and Strategy, Sandra Testani drives strategic product initiatives to launch new products and oversees the existing ETF offerings across the American Century and Avantis Investors brands. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein. She has worked in the investment industry since 2000. Sandra holds a bachelor's degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA® charterholder. She currently serves on the Finance Committee for Women in ETFs. Sandra lives in Connecticut with her husband and 7 year old daughter. In her free time, she enjoys spending time outdoors hiking, snowboarding and swimming. She aspires to travel to as many U.S. National Parks as possible in her lifetime. Greg Trinks is Head of U.S. Product at Janus Henderson Investors, a position he has held since 2023. In this role, he leads the U.S. product team. Prior to joining the firm, Greg was with UBS for over twenty years where he held a variety of roles, most recently as head of portfolio advisory group. Greg began his career focused on taxable fixed income and municipal bond sales and marketing at Prudential Financial. Greg received a BA degree in business administration and finance from Western Michigan University. He holds the Certified Investment Management Analyst (CIMA) designation and has 24 years of financial industry experience. Greg lives in New Jersey with his wife, 8 year old son, and 6 year old daughter. Greg enjoys spending time with his family outdoors, especially the beach and boating, hiking, and skiing/snowboarding. He also enjoys cooking, hosting friends, and listening to Audiobooks/Podcasts on the long commutes. Kristine Delano guides the conversation about Product Management as the intersection for the ETF industry and what it takes to build strong, collaborative, relationships. 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. In partnership with https://www.etfcentral.com/ Book recommendations:  Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker, PhD  Outlive: The Science and Art of Longevity by Peter Attia, MD Demon Copperhead by Barbara Kingsolver

As we've been tackling different Wall Street careers, today we are focusing on the highly sought after and complex Sales and Distribution roles. We are joined by April Reppy Suydam and Inga Rachwald.  April Reppy Suydam is Head of Latin America Distribution at First Trust Portfolios. April has over a decade of experience in the financial services industry and spent half of her career supporting Vanguard's International Division. April has a Global MBA from the Thunderbird School of Global Management. She is fluent in both English and Spanish. April lives in Chicago with her husband and three small children.  Inga Rachwald is a Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management. Prior to joining Schwab in 2016, she spent six years at RS Investments as a senior product manager and product specialist. Inga earned a Master of Business Administration in finance from Duke University and a Bachelor of Science in political science from the University of California, Berkeley. Inga lives in San Francisco and enjoys bike riding in her spare time.  Kristine Delano guides the conversation about utilizing organizational skills and communication best practices to establish work/life balance. 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. In partnership with https://www.etfcentral.com/ Book recommendations:  - France: An Adventure History by Graham Robb - Battling Ward: The Life Story of a Greek Immigrant by Peter J. Douros - Freakonomics: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Levitt and Stephen J. Dubner

On today's episode, we are talking about the quintessential role of Portfolio Manager. They oversee the management and performance of a fund. What does it take to be successful and how do you get tapped for the role? Today we have Linda Klingman and Shana Sissel joining us. Linda Klingman is a Managing Director and Head of Money Market Strategies for Schwab Asset Management. She leads the portfolio management teams for Schwab Money Funds and has overall responsibility for all aspects of the management of the funds. Linda earned a Bachelor of Business Administration from Stephen F. Austin State University. Linda lives in the San Francisco Bay Area and is an avid gardener, growing many types of fruits and vegetables to share with family and friends throughout the year.  When she's not managing money funds or in the garden, she is traveling to places far and wide or spending time in Key West, Florida.   As CEO of Banríon Capital Management Shana Orczyk Sissel helps independent advisors navigate the complex world of alternative investing. Shana earned her nickname as “Queen of Alternatives” from her industry peers and wears the “crown” with great pride. Shana earned a Bachelor of Science Degree in Sport Management from the University of Massachusetts at Amherst before receiving her MBA from Bentley University's McCallum School of Business. She is a proud holder of the Chartered Alternative Investment Analyst (CAIA) designation. In her spare time, Shana enjoys horseback riding, traveling, and spending time at the beach, regardless of the season.  Kristine Delano guides the conversation about the importance of making connections with clients, managing goals, and having mentors. 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. In partnership with the New York Stock Exchange and  https://www.etfcentral.com/ Book recommendations:  - Risk: The Science and Politics of Fear by Daniel Gardner - Who Moved My Cheese by Spencer Johnson, M.D.

We are diving into Wall Street careers, specifically in the exciting space of Exchange-Traded Funds. Today, we are starting at the top. What is it to be the Head of ETFs? How do you oversee all the aspects of your firm's fund business and what does it take to get there and be successful? We have Greg Friedman and Leah Wald with us today. Leah Wald is the CEO at Valkyrie Investments, bridging the gap between traditional finance and the rapidly evolving digital asset industry. Leah is a contributing writer for Forbes and co-authored the book Hyperwave Theory: The Rogue Waves of Financial Markets. Leah has a BA in International Political Economy and a MSc in Management specialized in International Business from IE Business School. Leah lives in Nashville, TN where she enjoys horse racing, beekeeping, and hiking.  Greg Friedman is head of ETF Management and Strategy at Fidelity Investments. In this role, Greg is responsible for the development and execution of a firm-wide comprehensive ETF strategy, including product development, management, and positioning.  Prior to joining Fidelity, Greg was chief operation officer and head of Global ETF Product at Russell Investments. Greg earned his bachelor of arts degree from the University of California at Davis. He loves spending time with his family, golfing, skiing and will always be a Parrot Head.  Kristine Delano guides the conversation into the importance of rigorous decision-making, team dynamics, and time spent on industry news.  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. In partnership with https://www.etfcentral.com/ Book recommendations:  24: Life Stories and Lessons from the Say Hey Kid by Willie Mays and John Shea The Every by Dave Eggers

We are kicking off a new season of We Talk Careers Podcast. We're diving into Wall Street careers, specifically in the exciting space of Exchange-Traded Funds. We've seen unprecedented growth and innovation and we are excited to unveil the careers that make that happen.  Today we have Mo Sparks and Robert Jaeger joining us.  Mo Sparks leads the New York Stock Exchange's strategic initiatives and related activities for asset managers engaged in the development of ETFs. Prior to joining the NYSE, he spent nearly a decade at The Vanguard Group. Mo received his undergraduate degree from Clemson University and is a holder of the Certified ETF Advisor (CETF®) designation. Mo and his wife have two young boys ages 3 and 1 and when not talking ETFs he can be found traveling, enjoying sports (particularly basketball + golf) or enjoying the great outdoors.   Robert Jaeger is a seasoned fin tech entrepreneur. Currently VP at Trackinsight, he drives product strategy and business development. His career began at Goldman Sachs, and he holds a degree in Finance and International Business from Washington University. Outside work, he resides with his wife and two daughters in Roslyn, NY, enjoying family time, tending to his succulents, tennis, and cycling. Kristine Delano guides the conversation about the importance of providing transparency into the careers guiding the ETF industry.  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. In partnership with https://www.etfcentral.com/ Book recommendations:  Elon Musk by Walter Isaacson Oh crap! Potty Training by Jamie Glowacki Invest Like the Best with Patrick O'Shaughnessy (Podcast)

In this episode we're talking about your Sustainable Career with Lauren Smart.  How do you keep thriving in your career, year after year?  Lauren Smart is the Chief Commercial Officer of S&P GLOBAL Sustainable1. Over the last 20 years, she has been a key figure in the ESG market and is a respected industry speaker at events such as the World Economic Forum in Davos. Lauren is passionate about entrepreneurship for impact and was instrumental in growing Trucost to its market leading position and was part of the board team that sold  it to S&P Global. She is married with two daughters and lives in the countryside outside of London. In April she ran the London Marathon for the Sumatran Orangutan Society of which she is a trustee. Kristine Delano guides the conversation about how to thrive on your path to success and how to apply sustainability to your career.  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:  Anthro-Vision: A New Way to See Business and Life by Gillian Tett

Do you trust your intuition? What happens when career paths diminish or diverge? What can the snooze button tell you?  In this episode, we're talking about identifying and understanding your moment—those times when your perspective changes and your career pivots, right along with it.   Randi Roberts is an Executive Career-Life Coach. After more than 30 years in Pharmaceuticals and working with many talented executive coaches, she chose coaching as her second career. She calls herself a hippie with an Ivy League education. She earned a BA in Sociology from San Diego State University, and an MBA from The Wharton School of Business and is certified by The Institute for Professional Excellence in Coaching and accredited by the International Coaching Federation. She's been married for 32 years and loves to hike, kayak, and explore. Kristine Delano guides the conversation about how to navigate the most impactful moments in your career.  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 Alchemist by Paulo Coelho

How often do you feel like no one is listening? We don't want that. We're talking about getting your particular message out to the right people at the right time and then being able to gauge the success.  In this episode we're talking about global communication with Karrie Meehan.   Karrie Meehan is a vice president of Enterprise HR Communications at Fidelity Investments. She leads a global team responsible for developing the strategy and communications to all of Fidelity's (70k+) global associates. Karrie has over 20 years of experience in financial services marketing. She earned her bachelors in English, with honors, from Colby College. She holds the FINRA Series 7, 24, and 63 licenses and spent two years serving as the Global Co-Head, Marketing and Communications, of Women in ETFs. She lives in Webster, Massachusetts, with her husband Brendan, two kids, and pug Rocco. Kristine Delano guides the conversation about how to effectively convey your thoughts on a diverse stage, through global communication.  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 Nightingale by Kristin Hannah The Soulmate by Sally Hepworth Watch Out for Her by Samantha Bailey

How do you index your career? We know index-based investing can be more efficient, easier to access, and can help you maintain an edge. But how do those principles apply to your career and why would you want them to?  In this episode we're talking about how to index your career with Joy Yang.   Joy Yang is the Head of Index Product Management and Marketing at MarketVector Indexes. Joy has more than 25 years of investment experience, having led teams delivering index and quantitative-active investment solutions. Joy has an MBA from the University of Chicago Booth School of Business, and a BS in Electrical Engineering. Joy was born to Chinese parents in Taiwan, and currently lives in NYC.  Kristine Delano guides the conversation about how index-based investing principles can be applied to your career.  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:  Chip War: The Fight for the World's Most Critical Technology by Chris Miller

You've heard about work/life balance; but what about work/life teams? Creating a team is essential to help navigate your work/life balance. Learn how to set goals and roles for the team, but be prepared, because over time everything will change for everyone.   In this episode, we're talking about creating work life teams with Bobbi Ivanova.  Bobbi Ivanova is a managing director and investment strategist at Simplify. Simplify is an Asset Manager of ETF option-based strategies. Bobbi and her husband are from Bulgaria and currently live with their two boys in Park City, Utah. Kristine Delano guides the conversation about work/life balance and creating a team to help maintain that balance. 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: Meditations by Marcus Aruelius 

We've talked about the importance of building a trusted community; do you have one? How do you have conversations to cultivate a career-impacting community?  In this episode we're talking about the power of 100 conversations with Amrita Nandakumar.  Amrita Nandakumar is the President of Vident. She oversees the sub-advisory business, as well as sales and marketing firm-wide. In 2013, Amrita joined Van Eck as a Senior ETF Product Manager and later transitioned to Director of Corporate Strategy and Development. Prior to joining Van Eck, she spent several years at Vanguard as a Senior Investment Consultant. Amrita holds a BA in Economics and Political Science from The George Washington University and an MBA from The Wharton School of the University of Pennsylvania. Amrita lives in Manhattan with her husband and two children.  Kristine Delano guides the discussion about the power of 100 conversations and the impact it could have on your career. 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 French Revolution by Ian Davidson A Tale of Two Cities by Charles Dickens The Scarlet Pimpernel by Baroness Orczy

Have you wondered how to build your expertise and advance your career? Do you want to get ahead and stand out? It's not enough to simply follow the crowd. Table stakes are showing up and hard work.  In this episode we're talking about the importance of building an expertise with Kim Tilley. Kim is a Director and Portfolio Manager on the Dynamic Portfolio Solutions platform and oversees Lazard's ETF investment strategies and due diligence. Prior to joining Lazard in 2002, Kim worked on the Institutional Equity Sales & Trading Desk at Wachovia Securities, Inc. She has a BS in Finance and a minor in Economics from Miami University and holds the Certified Investment Management Analyst (CIMAÒ) designation.  Kim is the former co-chair of the Lazard Women's Leadership Network steering committee and was a founding member of the Lazard Global Inclusion Task Force. Kim lives in Brooklyn, NY with her husband (who is a writer) and 2 children, Caroline  and Charlie. Kristine Delano guides the discussion on cultivating tools to build your expertise and share it. 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:  Invisible Child by Andrea Eliot

Have you dreamed of starting up your own thing? Have you wondered about how to take the first steps into Entrepreneurship? Spoiler alert: it's before you think you're ready.  In this episode we're talking about becoming an opportunistic entrepreneur with Kathryn Schwartz. She is the founder of Pawleys Investment Advisors. She holds a Master's Certificate in Six Sigma Process Improvement from Villanova University and a BA from Columbia University. She has over 25 years of investment experience and for 13 years, Kathryn has volunteered in Winter Park, CO with the National Sports Center for the Disabled teaching blind skiers and skiers with various physical and cognitive challenges. Kristine Delano guides the discussion on making the most of opportunities to become a successful entrepreneur.  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 Alchemist by Paulo Coelho

Show notes:  Impact Mentoring How do you assure that your mentoring relationships have an impact? Not just feel good moments, but truly propel and challenge your career. In this episode we talk Impact mentoring with Jill Mavro and Kelly McKenna. Jill Mavro is an Independent Fund Trustee for BNY Mellon ETF Trust and a Transactions Strategist to CapW Global. Jill worked at State Street for 23 years. Jill is a wife and mom to 2 small children. She devotes herself to volunteer work including sitting on a hospital board. Kelly McKenna is the Chief Operating Officer & Enterprise Growth Leader for BNY Mellon Global Client Management. Kelly has over three decades of experience in strategic client growth roles across financial services. Kelly is a single mom of two kids in their 20's and during the pandemic her and her daughter completed a full house renovation, filling 7 dumpsters of gutted material. Kristine Delano guides the discussion on what it takes to be a “modern mentor”.  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:  Trust by Hernan Diaz Damascus Station by David McCloskey Other Resources: Breaking Through To The Top Why Your Mentorship Program Isn't Working

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

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

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

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

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

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 carol@lcarolscott.com to request your own SASS assessment. 

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.

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.

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

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.

When is faking it useful and when can it land you on your backside? There are always times when a bit of tenacity and optimism can go a long way. Can you practice ‘faking it' and why would you want to? Alexandra Levis is CEO and Founder Arro Financial Communications. She is responsible for new business development, client services, and agency growth. Prior to establishing the agency, she developed and ran marketing and public relations campaigns at Global X Funds. Alexandra graduated with a B.A. in International Relations from Tufts University Kristine Delano and Alex discuss when to fake it, why it can be useful, and what are the warning signs that you've taken it too far. Also check out Jillian DelSignore's episode on Work Life Balance. 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 Sweetness of Water by Nathan Harris

We work hard for our careers and yet we can undermine our own success by not consistently showing up. How can we assure we are bringing everything we've got to our careers and our families – and not disappoint ourselves and others? Elisabeth Kashner, CFA, serves as Director of Global Funds Research at FactSet.  Elisabeth manages FactSet's Funds Analytics, providing classifications, ratings, and analytical data. Kristine Delano and Elisabeth discuss being fierce advocates in our career and in our lives. 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: Machiavelli for Women by Stacey Vanek Smith

How do you take the right amount of career risk?  nd in what ways can you balance risk and reward? Britta Achmann is the Chief Risk Officer at Flow Traders. She is a member of their Management Board and leads the Risk, Compliance, Operations and Legal departments. Kristine Delano and Britta discuss how both action and inaction can introduce risk in your career and how to excavate your career to mitigate areas of risk that can potentially derail you. They reference Strength-based Careers with Holly Framsted and Your Personal Brand with Sue Thompson.  Don't miss those great episodes. 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: A Hundred Year Life by Lynda Gratton and Andrew J. Scott

Have you dreamed of getting in front of the camera and sharing your insights? Or are you simply interested in what it takes to be successful in the media? Mona Naqvi is the Global Head of ESG Capital Markets Strategy at S&P Global. Mona was awarded the 2021 Index Leader of the Year Award by Women in Asset Management. Kristine Delano and Mona discuss media. What does it take to find your voice and be successful in engaging an audience and conveying a message. 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. Mona's excelllent recommendation: The Gene by Siddhartha Mukherjee. 

Should you walk away? But your impact is you stayed. How do we assure when we look back on our careers that swallowed so much of our time, our energy, and our life that we had a positive impact? As Chief Investment Officer of Kestra Investment Management, Kara Murphy provides investment expertise and support for financial professionals. Prior to joining Kestra, Kara served as Chief Investment Officer at Goldman Sachs Personal Financial Management and she was also CIO at AIG Funds. Kara earned a bachelor's degree from Georgetown University's School of Foreign Service and a master's degree from the University of Chicago. Kristine Delano and Kara discuss how to be a force for good that inspires others in an industry of tough choices. From the devastation of 9/11, Kara shares with us how she found Career Impact. 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 Sentence by Louise Erdrich

What can happen to your relationships, your career yourself when you actually listen? Bella Oung is the Head of Digital Marketing at Innovator Capital Management.  She leads all digital marketing initiatives and external partners relationships. Previously, Bella was the Global Head of the ETF Digital / Capital Markets Channel Marketing for Invesco PowerShares, where she oversaw the online roadmap in support of 140 ETFs and led the capital markets channel strategy. She earned a B.A. degree in Economics from the University of Wisconsin-Madison, a M.S. degree in Information Systems from DePaul University. Kristine Delano and Bella discuss how to authentically listen to those around you and why it can make such a difference in your career and life. 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.

How do address difficult topics with challenging people in the workplace? Rebecca Sin is an ETF Analyst at Bloomberg in Hong Kong. She recently won the Bloomberg Intelligence 2021 Award for her ETF research. She was previously the Head of Equities, Asia Pacific at Tradeweb and Head of Commerzbank ETF Sales and Trading for Asia Pacific. She enjoys educating clients and driving the growth of the business. Rebecca earned a BS in Mechanical Engineering from Brigham Young University. Kristine Delano and Rebecca discuss how to prepare for difficult conversations and how do we navigate once we are in them. 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.