We Talk Careers

What does leadership look like today, when compliance risks and artificial intelligence are reshaping the workplace in real time?In this episode, HR veteran and entrepreneur Vicky Brown explores the rapidly evolving world of hiring, leadership, and artificial intelligence.Vicky Brown, founder and CEO of Idomeneo, brings over 20 years expertise in human resources management, strategy and transformation. Her HR leadership experience spans various industries, including technology, entertainment and advertising. Awarded the Senior Professional in Human Resources certification by the Human Resources Management Certification Institute, and the Senior Certified Professional designation by the Society for Human Resources Management, Vicky has dedicated her career, and Idomeneo, to providing HR expertise tempered with the day-to-day realities of running a business. Vicky has been tapped for her extensive business experience as well. An accomplished coach and #1 best selling author (Sing With Your Opera Voice, My Journey From Solopreneur to Entrepreneur), Vicky leverages her leadership experience to help new entrepreneurs on their journey toward establishing and running a successful business. Additionally, she served two terms as Board President of the National Association of Women Business Owners, Los Angeles. Vicky excels at teaching and holds a California Teaching Credential from the University of Southern California.Kristine Delano guides the conversation from accidental entrepreneurship to AI-driven hiring, this episode unpacks what leaders and job seekers alike need to understand in today’s hiring climate.Get your podcast listeners gift from Vicky here!Order Vicky’s book Sing With Your Opera Voice: My Journey from Solopreneur to EntrepreneurGo to www.kristinedelano.com for links to order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

In this episode, Hillary Hendershott shares the mindset shifts that helped her leave a family firm, build her own wealth management company, and turn being underestimated into her greatest advantage.Hilary Hendershott, MBA, CFP®, is the founder and Chief Advisor at Hendershott Wealth Management, a fee-only financial advisory firm specializing in empowering women and couples to achieve financial freedom and helping high-net-worth clients take a tax-aware approach to investing through Ultra Tax Efficient Wealth ManagementSM. For over 20 years, Hilary has helped clients simplify money management, reduce financial stress, and grow their wealth. Hilary’s passion for financial empowerment stems from her own journey of overcoming financial adversity. Recognized as one of Investopedia’s Top 100 Financial Advisors for six consecutive years and a Top 40 Under 40 Entrepreneur in Silicon Valley, Hilary is also a TEDx speaker and the host of the Love, your Money® Podcast. Hilary holds an MBA from Santa Clara University and is a CERTIFIED FINANCIAL PLANNER®. When she’s not making bold moves with her team at Hendershott Wealth to create a world where everyone thrives, Hilary stays busy enjoying life in California and Puerto Rico with her husband Robert, their daughter, Harlyn, and their two cats.Kristine Delano guides the conversation beyond surface-level success, unpacking the psychology and courage required to build wealth on your own terms.Go to www.kristinedelano.com for links to order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

In this episode, Jane Edmondson shares what it means to pivot, embrace failure, and redefine success at every stage, from “accidental entrepreneur” to intentional leader.What if your career isn’t meant to follow a straight line and success comes from knowing when to pivot instead?Jane Edmondson is Co-Founder of EQM Indexes, an industry leader in thematic and bespoke index design, which was acquired by VettaFi in September 2023. She currently serves as Head of Index Product Strategy at TMX VettaFi, partnering with clients to build innovative index solutions at scale. Jane has more than 30 years of experience in the investment industry and is a former Quantitative Portfolio Manager at Allianz Global Investors and its predecessor firm, Nicholas-Applegate. She began her career at Merrill Lynch and has been involved in the creation of several successful thematic indexes, including the first online retail index and the first blockchain index. She holds a BA from the University of California, Irvine, and an MBA in Finance from San Diego State University, and is FINRA Series 66 licensed. Based on the West Coast, Jane is a co-founder of the Southern California chapter of Women in ETFs and is passionate about mentorship, building community, and supporting the next generation of leaders. Outside of work, she’s a self-described “recovering entrepreneur,” a beginner golfer, and the proud mom of two adult children.Kristine Delano guides the wide-ranging conversation about pivots, leadership, entrepreneurship, and what it really takes to build a career that evolves with you.Go to www.kristinedelano.com for links to order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

In a reversal of roles, Kristine steps out of the host’s chair and into the guest seat as she’s interviewed by Sharon French, financial services veteran, board leader, and one of Kristine’s earliest podcast guests. Together, they mark a full-circle moment filled with reflection, storytelling, and a behind-the-scenes look at what it takes to reinvent yourself after a long career.Sharon French is a seasoned financial services leader with nearly four decades of experience spanning banking, wealth management, investment management, and board service across public, private, and nonprofit organizations. A trusted mentor and respected voice in the industry, Sharon is known for her thoughtful perspective on leadership, career longevity, and the personal dimensions of professional success.This episode is about permission to pivot, to start over, to tell new stories, and to redefine success in every season of life. Whether you’re in finance, fiction, or somewhere in between, you’ll walk away inspired.Go to www.kristinedelano.com for links to order Kristine’s book The Lies We Trade.Link to Sharon’s first episode on We Talk Careers Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

Leading into the New Year: Reflection, Visibility, and Global Impact with Tammy CashTammy Cash is a senior leader in the global ETF industry and currently leads Business Communications and Engagement at BMO Global Asset Management. She has spent much of her career building and leading marketing and communications teams focused on the growth of exchange-traded funds, often saying she has grown alongside the ETF industry itself. Tammy also serves as Global Co-President of Women in ETFs, a global, volunteer-led organization with more than 14,000 members worldwide. In this role, she helps guide the organization’s governance, leadership development, and global chapter network to ensure long-term, sustainable impact. Tammy is passionate about mentorship, cognitive diversity, and creating accessible pathways into financial services for the next generation of leaders. Based in downtown Toronto, she is a proud mom of two daughters and enjoys knitting as a way to unwind and recharge.Kristine Delano guides the conversation about how global networks create real career impact, why visibility beyond your day job matters, and how clarity, governance, and purpose help organizations, and leaders, grow sustainably.LinkedIn: Kristine Delano Tammy CashListen on your favorite podcast platform. We Talk Careers Podcast.Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

Jennifer Kaplan is the founder and president of Evolve PR & Marketing, Arizona’s largest public relations firm. Since launching the agency in 2010, she has led Evolve’s growth from a small, client-focused team into a powerhouse of 28 full-time publicists serving more than 140 clients across local and national markets. A proud Phoenix native and Arizona State University alumna, Jennifer’s deep Valley roots and relationship-driven approach have helped her build lasting partnerships and elevate brands across industries. Her leadership and impact have earned her numerous honors, including the Inaugural Hugh Downs School of Human Communication Alumni of the Year Award, Phoenix Business Journal’s 40 Under 40, AZ Business Magazine’s Most Influential Women in Arizona Business, Ranking Arizona #1 PR Agency, AZ Big Media’s Most Admired Companies, Copper Anvil 2025 Agency of the Year, PR News’ 2025 Top Women in PR and People of the Year. Outside the office, Jennifer enjoys time with her family, giving back to the community, and finding balance on her yoga mat. She’s always cheering on the Sun Devils—forks up!Whether you’re an entrepreneur, a mid-career leader, or someone looking to amplify your personal brand, Kristine Delano guides the discussion through an energizing conversation that offers fresh perspective and renewed confidence for your next step.Evolve PR and MarketingGo to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

Liz Pappas is a seasoned administrator and strategist with nearly 30 years of experience supporting top executives across fashion, media, finance, and private wealth. Currently supporting the Global Chief Legal & Risk Officer and Board Operations at a global wealth management firm, she’s known for bringing clarity, steadiness, and operational excellence to high-pressure environments. Born to Cuban immigrants and raised in New York, Liz began her career in the fast, rule-breaking world of 1990s fashion and advertising, working with brands like Elite Model Management, Donna Karan, Chanel, and Ogilvy. Those early years sharpened her instincts for reading the room, anticipating risk, and leading with presence, skills that have shaped her leadership style ever since. Her path has spanned organizations including Brookfield Properties, Voya, Oak Hill Advisors, and IMAX. She’s also a certified gemologist and Diamond Grader, a mid-life reinvention that reinforced her belief in lifelong learning. Liz lives in Hell’s Kitchen, NYC, and is the proud mother of a daughter who inspires her to rise, reinvent, and lead with resilience.Kristine Delano guides the conversation about how staying relevant isn’t about trying to be trendy, it’s about curiosity, adaptability, presence, and the courage to stretch into something new.Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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 would happen if you pressed pause on your career, just long enough to ask what you really want next?Melissa Dailey-Newman is a Wealth Advisor at Clearwater Capital Partners, serving clients nationwide from her home in Kansas City. With nearly 30 years in financial services, she’s passionate about empowering women to own their careers and their wealth. As Co-Head of Women in ETFs Chicago and an active member of Women in Insurance and Financial Services, Melissa champions authenticity, mentorship, and community. Outside of work, Melissa enjoys golf, cooking as a self-proclaimed home chef, and life with her husband, two grown kids, and their energetic puppy.Kristine Delano guides the conversation about career pivots, women’s empowerment in wealth, and the art of work-life integration.Connect with Melissa:ccpwealth.comchiconwallstreet.comLinkedInGo to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade and download a free financial thriller novella as an ebook or audio book. Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry.Disclaimer: Melissa Dailey-Newman is an employee of Clearwater Capital Partners. Melissa’s comments are for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and are not intended to provide legal or tax advice. All opinions expressed by Melissa are solely her own opinions and do not reflect the opinions of Clearwater Capital Partners. Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. 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

In this episode, Nelly Mubashi shares how networking isn’t about collecting contacts, it’s about building genuine connections. From chance introductions to lasting partnerships, Nelly shares how thoughtful relationships can shape your career and open unexpected doors.Nelly Mubashi is the Co-Founder and CEO of NWAM, LLC (Northwest Asset Management) and RIA Innovations, as well as the CEO of National Fiduciary Trust, a Washington state trust company. With over 20 years of experience in the wealth management industry, Nelly brings deep expertise in strategic growth, risk management, and client service. Before founding NWAM in 2008, she served as a financial advisor with UBS Financial Services and Piper Jaffray & Co. Nelly is actively involved in her community, serving on the Board of Directors for Plymouth Housing and co-heading the Pacific Northwest chapter of Women in ETFs. She lives in Redmond, Washington with her husband and two children, and enjoys traveling, reading, and taking Zumba classes in her free time.Kristine Delano guides the conversation about the power of connection, saying yes to new opportunities, and building a network that truly lasts.Apprenticing as an Angel with Roxane SanguinettiSmart, Not Spoiled: The Seven Money Skills Kids Must Master Before Leaving the Nest by Chad WillardsonGo to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

In this episode, Catharine (“Cat”) Frick shares how artificial intelligence, creativity, and courage have shaped her journey from law firm case manager to entrepreneur and leader in the ETF space.Cat Frick is the founder of Catnip, a boutique growth marketing consultancy that helps ETF issuers and asset managers launch and scale funds through branding, digital strategy, and market education. With over 150 ETF launches under her belt and her role as Co-Head of Women in ETFs San Francisco, Cat is known for blending creative marketing with deep industry expertise to drive growth, accessibility, and community in financial services. Born and raised in Northern California, Cat now calls San Francisco home. When she’s not building brands or mentoring within the ETF community, you can find her on the tennis court, playing a competitive game of cribbage, or tackling her latest home DIY project. She’s currently on a quest to be a little less of a workaholic, one coffee break at a time.Kristine Delano guides the conversation regarding the ethical edges of AI and digital identity to staying grounded in purpose, even when innovation moves fast.Listen on your favorite podcast platform. We Talk Careers Podcast.Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.Ca’t book recommendation The Heart’s Invisible Theories by John BoyneFollow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

In this episode, Sara Prager talks about what it takes to guide others through influence, not authority, and why knowing your stuff is just as critical as earning trust and building meaningful connections.Sara Prager is a Strategic Relationship Manager at TCW, where she focuses on developing, enhancing, and broadening the firm’s product exposure within wealth management platforms. Prior to joining TCW, Sara spent seven years at BlackRock as a Senior Relationship Manager in the firm’s Wealth Advisory Group, managing some of BlackRock’s largest home office enterprise wealth relationships. She began her career at Bloomberg as an ETF Data Analyst and Specialist, gaining early expertise in the fast-growing ETF space. In addition to her professional role, Sara serves as Co-Head of the New York chapter of Women in ETFs, where she champions mentorship and career development for women in the industry. Based in New York City, she is also an avid runner currently training for the New York City Marathon.Kristine Delano guides the conversation on how preparation, trust, and relationships, not titles, build true leadership.Listen on your favorite podcast platform. We Talk Careers Podcast.Go to this page on Amazon to pre-order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

How can you find your voice and transform how your message resonates in a world overflowing with noise?In this episode, Kathleen Elicker explores the power of public relations, marketing, and finding your authentic voice in today’s crowded marketplace.Kathleen Elicker is an Account Director at Gregory FCA, specializing in public relations and marketing for the ETF industry. A seasoned media strategist, she partners with leading firms to develop communication strategies that elevate market presence and amplify authentic voices. Kathleen has worked with prominent names such as GraniteShares, Tidal Financial Group, and ROBO Global. Based in Philadelphia, Kathleen is passionate about storytelling, empowering professionals to find confidence in their message, and guiding clients to cut through industry noise. Outside of work, Kathleen enjoys spending time with her twin nephews, age 2 ½. She also enjoys exploring the restaurant scene and uncovering new foodie experiences. Kristine Delano guides the conversation on how curiosity, clarity of purpose, and practice can transform not just corporate communication but personal career growth.Marketing Matchup Podcast hosted by Joe Anthony, President and Owner of Gregory FCASubscribe to the ETF Marketing MemoGo to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writer Visit www.womeninetfs.com to find additional support in the ETF industry. 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

Show notes: Leadership, Diversity, and LegacyWhat does it take to turn a commitment to diversity into real change inside an organization?In this episode, Garrett Glawe shares how intentional hiring, global leadership, and parenting fuel his passion for building inclusive teams in finance.Garrett is the Head of Asset Owner ETF Specialists at Invesco, where he leads a team dedicated to promoting Invesco’s ETF capabilities to U.S. asset owners and investment consultants. Prior to joining Invesco in 2023, Garrett spent eight years at S&P Dow Jones Indices. He is a CFA charterholder, holds an MBA from DePaul University, and earned both a BS in Finance and an MS from Miami University. Passionate about advancing inclusion in the financial industry, Garrett serves as Co-Head of the Chicago chapter of Women in ETFs and previously held leadership roles on the board of CFA Society Chicago. Outside of work, Garrett is a devoted single father to two daughters, ages 7 and 10. He enjoys running, biking, hiking, boating, skiing, and the occasional round of what he calls “mediocre golf.” With his family, he recently helped raise funds to build a school in Guatemala, reflecting his commitment to giving back and creating opportunities for others.Kristine Delano guides the conversation on how professional leadership, personal values, and family experiences shape the way we build a better future.Factfulness: Ten Reasons We’re Wrong About the World and Why Things are Better Than You Think by Hans RoslingLa Promesa & Mission 13 in GuatemalaListen on your favorite podcast platform. We Talk Careers Podcast.Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

Can mastering empathy and clarity in communication set you apart as a leader?Gayathiri Sri Rangan shares lessons from her global roles in marketing and communications, her leadership journey at Women in ETFs, and why connecting with your audience matters more than simply getting the words right.Gayathiri Sri Rangan is a Business Development Executive at Index One, where she plays a key role in driving business growth, expanding the firm’s global footprint, and enhancing strategic marketing initiatives. With a strong background in financial marketing, she previously served as Co-Head of Marketing at Women in ETFs EMEA and currently contributes as Global Co-Head of Communications at Women in ETFs. In this role, she helps connect, support, and inspire members across international markets. Of Sri Lankan heritage and raised in Indonesia, Gayathiri now calls Liverpool, United Kingdom home. Beyond her professional pursuits, she is a passionate singer and music creator, and has recently taken up ballet as a beginner dancer.Kristine Delano guides the conversation to explore how strong communication—rooted in empathy, clarity, and cultural awareness—can transform how you connect, both personally and professionally.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

From boxing rings to boardrooms, Roxane Sanguinetti talks about the power of ‘passion capital,’ training the next generation of angel investors, and building a more inclusive startup ecosystem.Roxane is an experienced investor in public and private markets as well as a venture builder. She is the founding partner of Alma Angels, Europe’s largest gender-diverse community of investors actively backing women entrepreneurs. Trader by background, she is also recognized as an ETF market making specialist and advises ETF asset managers on their expansion plans. Roxane was previously head of Strategy at the quant fund GHCO, after leading fixed income ETF trading. She also held positions at Bank of America Merrill Lynch and the fintech HUBX. Fierce advocate for diversity & inclusion, Roxane is the global co-head of Membership for Women in ETFs, a network of 12,000 professionals.Kristine Delano guides the conversation about the basics of angel investing, the motivation behind creating a collaborative syndicate model, and the crucial role of investor training in scaling impact.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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 turn curiosity and initiative into a global leadership career and how can you cultivate true collaboration across cultures and continents?In this episode, Kristen Winther, Global Co-President of Women in ETFs, shares her remarkable journey from Canada to Korea and beyond. With stories that span global leadership, cross-cultural lessons, and the real work behind collaboration.Kristen Winther is a global business leader with nearly 20 years of experience in the ETF industry, driving innovation and cross-border growth at firms including Horizons ETFs, Mirae Asset, MSCI, and GraniteShares. She currently leads Sales Operations and Enablement at TIFIN. Kristen has lived and worked across three continents. She became Global Co-President of Women in ETFs in 2025, after nearly a decade of involvement. Based outside New York City, Kristen lives with her husband and two children, has twice completed the New York Marathon.Kristine Delano guides the conversation on taking bold initiative to balancing diverse perspectives, building trust, leading with intention, and navigating the complexities of working on global teams.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry.Kristen’s Book Recommendations:* Bel Canto by Ann Patchette* Orbital by Samantha Harvey 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

In the Season 6 kickoff, we talk with Laura Morrison to explore how Women in ETFs is breaking down organizational silos to build a truly global, inclusive, and empowered professional network.Laura Morrison is a strategic advisor, independent trustee, board member, and chief revenue officer with extensive experience in financial markets, global stock exchanges, and asset management. Best known for building global ETF listings at exchanges like NYSE and Cboe, Laura currently chairs the board of Women in ETFs, guiding the organization through a pivotal global expansion. She and her husband of 3 years, split their time between homes in South Florida and Manhattan.Kristine Delano guides the conversation about sustainable leadership, the power of diversity, and how global cooperation fosters opportunity.Read (or listen) Kristine’s Wall Street Suspense novella here!Listen to Laura’s last podcast episode, Diagnosing Culture.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

On this episode of We Talk Careers, Kristine Delano and Nicole Gates dive deep into high-performing teams: balancing accountability with compassion. From the pendulum swing of pandemic-era empathy to the pitfalls of overcorrecting with cold, metric-driven leadership, they unpack the tension every leader must master. Expect personal stories, cautionary tales (yes, firing the entire sales team is a bad idea), and strategies for building trust while still demanding results.So, this is the example of my accountability. After I published this episode, I noticed it was corrupted. I panicked. I deleted, but it may still be out there. Here’s the new one without the overlayed voices. My apologies. And on an episode of Accountability. Very on brand!Thankfully, we also have compassion. After 30 years of friendship and through careers in high finance and government contracting, Kristine and Nicole debate and probe how to balance compassion and accountability.🎧 Listen Now! Available on Apple Podcasts, Spotify, and wherever you get your podcasts.Don’t forget to subscribe, rate, and review! It helps us reach more listeners looking to grow in their careers.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

How do you build and sustain career momentum? Kristine Delano and Nicole Gates from SAIC share strategies for continuous growth and long-term success in this dynamic episode of We Talk Careers. They break down the factors that contribute to continuous professional growth, from skill development to networking, and share strategies for staying motivated even during plateaus.Major Points at a Glance* [00:01] Introduction – Understanding career momentum* [06:15] Momentum drivers of professional growth* [13:45] Overcoming plateaus and staying motivated* [20:30] Personal stories of maintaining career acceleration* [27:50] Final advice: sustaining long-term successAfter 30 years of friendship and through careers in high finance and government contracting, Kristine and Nicole debate and probe how tension can improve our teams and our organizations.🎧 Listen Now! Available on Apple Podcasts, Spotify, and wherever you get your podcasts.Don’t forget to subscribe, rate, and review! It helps us reach more listeners looking to grow in their careers.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry.Go to www.kristinedelano.com for a novella set on Wall Street. 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

Discomfort isn’t just something to endure—it’s a powerful tool for growth. In this episode of We Talk Careers, @Kristine Delano and @Nicole Gates from @SAIC explore how embracing discomfort leads to breakthrough moments in leadership and career development. From saying yes to intimidating opportunities to learning how to seek advice rather than feedback, this conversation will challenge you to rethink the role of discomfort in your success.Not much to be uncomfortable about these days, right? Think about a recent opportunity you hesitated to take because it felt uncomfortable. How could leaning in have led to growth?After 30 years of friendship and through careers in high finance and government contracting, Kristine and Nicole debate and probe how tension can improve our teams and our organizations.🎧 Listen Now! Available on Apple Podcasts, Spotify, and wherever you get your podcasts.Don’t forget to subscribe, rate, and review! It helps us reach more listeners looking to grow in their careers.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry.Go to www.kristinedelano.com for a novella set on Wall Street. 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

In this episode, Kristine Delano and Nicole Gates discuss how in high-performing teams, tension creates space for ideas to flourish. It’s about setting clear goals and encouraging respectful collaboration.After 30 years of friendship and through careers in high finance and government contracting, Kristine and Nicole debate and probe how tension can improve our teams and our organizations.This episode is a valuable resource for anyone looking to redefine and embrace the tension.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry.Go to www.kristinedelano.com for a novella set on Wall Street. 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

Humble Confidence: The Dual Virtues of LeadershipIn this episode, Kristine Delano and Nicole Gates discuss how confidence enables leaders to take risks, while humility ensures they learn from those risks, creating a cycle of continuous growth and impactful leadership.Nicole Gates is the Vice President at SAIC, a Fortune 500 leader in government services and technology integration. She leads the Right Market, driving digital transformation services such as data science, cloud, cybersecurity, and training. With 24 years of experience at Raytheon (now RTX) in aerospace and defense, Nicole has held leadership roles in project management, strategy, operations, and sales. Based in New Hampshire, she enjoys winter sports and is married with two young adult children.This episode is a valuable resource for anyone looking to refine their leadership approach by finding the sweet spot between being humble and confident.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry.Go to www.kristinedelano.com to listen or read a Wall Street suspense novella. 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

Show notes: Bridging Generational GapsWhat do generational differences look like in the workplace? How can those communication and expectation differences create stronger teams?In this episode, we talk with Shanna Weber about the importance of communication that helps bridge generational gaps in the workplace.Shanna Weber is the Founder and CEO of Prima Consulting, where she specializes in transforming workplace cultures to inspire teams and increase engagement. Shanna is a Certified Gallup Strengths Coach and Hogan Assessment Certified, and has facilitated hundreds of workshops for leaders and teams. Shanna holds an Executive MBA from the University of Arizona, dual Bachelor's degrees in Finance and Management from Arizona State University, and has completed programs at Wharton and Yale.Kristine Delano guides the conversation on how to help Millennials and Gen Z succeed in the workplace by promoting an environment of mutual understanding and open communication.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry.For more information about generational differences, please visit: https://www.purdueglobal.edu/education-partnerships/generational-workforce-differences-infographic/Also visit: https://swprima.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 is the role of AI in bringing clarity of mind? How do you know what’s noise and what’s important to move the needle of quality on your ideas?In this episode, we talk with Deborah Yang how clarity of mind is essential for productivity and innovation, and how AI can help reduce cognitive load, enabling us to focus on what truly matters.Deborah is the CEO of Daizy.com who are building AI agents to drive growth and scale human capital for financial services. A graduate of Harvard Business School, she has been named Financial News 100 Most Influential Women in European finance 6 consecutive years (2013-2018). She is also the Co-President of Women in ETFs EMEA. As CEO of Daizy, she is a frequent conference speaker, and has appeared extensively in financial and tech media including inForbes, Fast Company, YahooFinance, TheStreet, VentureBeat, NPR, and TechRound.Kristine Delano guides the conversation on the tension between creativity and over-analysis, discussing practical steps to eliminate distractions, manage information, and enhance decision-making.Listen on your favorite podcast platform. We Talk Careers Podcast.Follow on Instagram kristine.delano.writerVisit www.womeninetfs.com to find additional support in the ETF industry. 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

Passion Fuels PurposeWhat 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 LadiesMoney Circles 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

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. 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 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. 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

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 MatturriDouglas PetersonMartina CheungLakshmi IyerAshish Chauhan 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

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. 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

Transformative MindsetDon'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. 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

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. 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

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. 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

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. 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

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. 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

Show notes: Impact of Women in ETFsAre 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. 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

Show notes: Work Life BalanceHow 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, VanguardRebecca Sin, Senior ETF Analyst, BloombergBrie Williams, Vice President, State StreetNoriko Suzumura, Head Tier1 Sales, BloombergSvitlana Gubrity, Head of Indirect Real Assets, abrdnLauren 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. 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

Show notes: Networking with IntentionWhen 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.  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

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, VanEckKristine 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.  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 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 HolidayMy Ishmael by Daniel QuinnWE Talk Careers Podcast Episode Links:High Performing Teams with Janel Jackson 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

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 MichaelThe Asian Financial Crisis 1995-98: Birth of the Age of Debt by Russell Napier 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

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 GogginsTrust by Hernan Diaz 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 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 SinekAtomic Habits by James Clear 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

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 LeesonTrillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever by Robert WigglesworthMentor Mentions:Craig Lazzara - S&P Dow Jones IndicesTim Edwards - S&P Dow Jones Indices WE Talk Careers Podcast Episode Link:Indexing Your Career with Joy Yang  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

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 VonnLead to Win by Carla A. HarrisWhen Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them  by Julia BoorstinThe Only Woman by Immy Humes 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

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, MDDemon Copperhead by Barbara Kingsolver 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

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 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

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 AssetManagement. 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 thecomplex 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. 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

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 SheaThe Every by Dave Eggers 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

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 atThe 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 IsaacsonOh crap! Potty Training by Jamie GlowackiInvest Like the Best with Patrick O'Shaughnessy (Podcast) 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

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 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