The Angel Next Door Navigating Exit Strategies and Unlocking Wealth Management Secrets
What drives a successful start-up employee to leave the security of a lucrative role after a major acquisition to become a founder? In this episode of The Angel Next Door Podcast, Marcia Dawood explores the fascinating journey of Caitlyn Driehorst, an exited entrepreneur and financial service expert. Caitlyn shares her unique path—from majoring in Russian and English literature to becoming a strategic consultant for financial services giants, before returning to her roots to build a company that focuses on high-impact finance management.
Caitlyn's journey is as varied as it is impressive. Raised in a military family, she moved frequently across the United States before discovering her passion for financial services. A seasoned strategist and advisor, she has worked with companies like Boston Consulting Group and Capital Group, as well as navigating her own transformative exit through OpenInvest's acquisition by JP Morgan. Despite the allure of financial security with JP Morgan, Caitlin chose to strike out on her own—a decision driven by both personal values and a desire for broader impact.
This episode is a must-listen for anyone interested in entrepreneurship, career development, or financial advisory. Caitlyn talks about the challenges of being a female entrepreneur in the financial space, discusses her ambitious goals for RightWise, and elaborates on the transformative power of strong financial planning. With insights into both the industry and personal growth, this conversation sheds light on balancing ambition with values and navigating the sometimes complex relationships between risk and opportunity.
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