Accomplishment(s): I took on the Head of Integration role
at Pershing last year to shape the Integration Strategy for
Pershing. Integration has become a critical part of the financial
services space with the emergence of innovative fintech firms.
We’re currently focused on developing new products that will
help make integration faster, easier, and offer more choices for
I also work closely with Pershing’s strategic clients on their
technology strategy and collaborate with them on delivering
the best experience to users. I have also had the pleasure of
running Pershing’s Integration Advisory Council of fintech
partners. I’m thrilled to have a front row seat in helping shape
integration and technology strategy for Pershing and our clients, as well as the industry.
How to get more women into WealthTech: There’s a lot of
advice out there, but the one I take to heart most is that
women need to be role models and help motivate and lift others into leadership positions. I’ve been fortunate working at
BNY Mellon as there’s a strong Diversity & Inclusion culture.
I also had the privilege to serve a two-year term as the Global
Co-chair for Women in Technology (WIT) at BNY Mellon.
During my time leading WIT, my team and I put together
education programs, advocacy programs, and networking programs to help women in technology learn, grow, and thrive.
Most importantly, we were able to build a community that
supports motivating and lifting others. We also ran formalized
sponsorship programs that would help women get the visibility they needed to advance.
Bottom line is that companies need to see diversity as an
important part of their growth strategy and continue to invest
in it; leaders need to take a personal interest in being a role
model while motivating and lifting women.
Advice for those starting out: I would tell myself to be a better
communicator. Over the years, I’ve found that people are willing to tell you just about anything if you genuinely listen, ask
the right questions, and really be thoughtful about how to use
that information. Being a better communicator would’ve saved
me a lot of time.
Sources of insights and inspiration: “Harvard Business
Review.” I love their truly insightful articles, often backed with
real research. I’m always trying to learn about how the world
works around me and HBR articles provide me a breadth of
insight both in and out of the financial services industry.
CNN. I go there when I need the Cliff’s Notes for the latest
news around the world. I don’t follow politics or sports too
closely, so CNN is a good resource to keep up with those topics.
Flipboard. We live in a world of too much content, so I try to
consolidate using Flipboard. Some of the tags I follow include
Future Technology, Business, BBC, NYT, Travel, U.S. National
Parks, Forbes, Fintech, AI, Blockchain and Fintech.
Head of Product, eMoney Advisor
Accomplishment(s): In my role as head of product at eMoney,
I’m focused on defining and delivering new and innovative
solutions that help planning-led advisors engage clients and
grow their businesses. Therefore, the professional accomplishments I am most proud of over the past year include the launch
of two new product offerings — Foundational Planning and
eMoney Access — as well as moving forward with our incubator, currently called Project Avocado.
None of this would be possible without the creative, hard-working team of people I’m lucky enough to work with every
day. Our product and development teams have grown substantially over the past few years, so we’ve spent a lot of time figuring out how we can define processes and guidelines to ensure
consistency but also not stifle the creativity and innovation
that is key to the eMoney culture.
We’ve shared many meaningful experiences together over
the last year to accomplish these goals. One highlight, in particular, was traveling with some of my colleagues to India to
visit with our teams there.
In addition to teamwork and collaboration, it’s also very
important for me to invest in my own development. I’m proud
of the progress I’ve made working with an executive coach
over the past year. I’ve been able to grow and evolve in areas
that have helped me become a better colleague, contributor,
leader and mentor.
How to get more women into Wealth Tech: Be willing to take
risks and step outside of your comfort zone. Most of us didn’t
start in the Fintech space. We came from other roles in financial services or outside the industry altogether. There are so
many Fintech firms out there, and many more that are yet to
be started since there are so many opportunities for innovation
and disruption in the industry. Find an area you are passionate
about, and dive in headfirst.
Advice for those starting out: Nothing is out of reach. Too
often we think that we can’t have it all and must choose
between two or three things, but we don’t. Rather, we should
define what “all” means to each of us. Once defined, you’ll
Director of Technology Solutions & Head
of Integration, BNY Mellon’s Pershing