BEYOND BARRIERS

In a world filled with uncertainty, Linda Gibson's journey proves that embracing comfort can unlock extraordinary possibilities. From a math major questioning her career path; to the unexpected twist that led her to become the CEO of an asset management firm, Linda's story is a testament to the power of taking leaps. Brace yourself as we dive into the captivating tale of Linda's relentless pursuit of growth and the surprising turn of events that would redefine her professional trajectory. In this episode, you will be able to: Unleash your potential by embracing change and seizing opportunities in your professional life. Discover the power of emotional intelligence and how it can enhance your success in the tech-driven world. Navigate the challenges and maximize the benefits of hybrid work environments through effective video communication. Unlock new possibilities and reimagine your career development strategies for the new age of work. Over the years, Linda took calculated risks and explored new avenues, ultimately rising to the position of Chairman and CEO at PGIM Quantitative Solutions. Her diverse experiences and willingness to take risks have not only led to her own personal growth and success, but also serve as an inspiration for professionals seeking their own path to growth. Get ready to be inspired by Linda's incredible journey on this episode of Beyond Barriers Podcast. Highlights: [00:00] Introduction to Beyond Barriers podcast [01:53] Meet Linda Gibson [03:15] Taking Risks and Seizing Opportunities [05:14] Gaining Confidence through Challenging Experiences [08:07] Building a Diverse Resume and Seeking Growth [14:27] Embracing New Opportunities [15:01] Recognizing the Right Opportunity [17:46] Recognizing Unique Value Proposition [21:31] Embracing Change and Opportunity [28:31] The Power of Compassionate Conversations [30:04] Embracing Authenticity and Soft Skills [34:02] Embracing Technology and Building Relationships [37:48] The Future of Work and Hybrid Models [40:12] Benefits and Challenges of Hybrid Work [44:02] Building Social Capital and Advocacy in the Workplace [44:57] Lightning round questions Quotes: “Push yourself, get a little uncomfortable, embrace the discomfort.” – Linda Gibson “Change breeds opportunity.” – Linda Gibson “A lot of my success I attribute to EQ vs. IQ.” – Linda Gibson  “Even if you don't feel you're ready, raise your hand, take the risk and leap into that.” -Linda Gibson “You don't always have to master something before you jump into it. Take the opportunity, even if you're not sure if you'll be good at it, and surprise yourself. “ - Linda Gibson Lightning Round Questions: What book has greatly influenced you? - “No Bullshit Leadership” by Martin G. Moore What is your favorite inspiring quote or saying? - “Everything happens for a reason.” What is one word or moniker you would use to describe yourself? - Even-tempered. What is one change you've implemented that made your life better? - Prioritizing relaxation and sleep. What power song would you want playing as you walk out onto a stage? - “Girl on Fire” by Alicia Keys and “I Am Woman” by Helen Reddy About Linda Gibson: Linda Gibson is Chairman and Chief Executive Officer of PGIM Quantitative Solutions LLC. Linda was previously Managing Director and Chief Business Officer for PGIM Quant Solutions. In this capacity, she oversaw finance, business planning and management, strategic intelligence, project management, ESG governance, human resources, operational risk and cross-functional initiatives with the broader legal and compliance team under the PGIM umbrella. Prior to joining PGIM Quant Solutions, she served as Executive Vice President and Head of Global Distribution at OMAM, now Brightsphere Investment Group (“BSIG”). In prior roles at BSIG, she held various executive positions including Interim Chief Executive Officer, Chief Operating Officer, Head of Affiliate Management and General Counsel.  Prior to working at BSIG, Linda served as Senior Vice President and Senior Counsel of Signature Financial Group, Inc. Linda holds a BA in mathematics from Bates College and a JD from Boston University School of Law. She is a graduate of the Advanced Management Program at Harvard Business School. Links: LinkedIn: https://www.linkedin.com/in/linda-gibson/ Website: https://www.pgimquantitativesolutions.com/

Have you ever stumbled upon your true calling in the most unexpected way? Meet our guest Joanna Welsh, who shares how she found her passion in risk management, all while starting out in the world of molecular biology and genetic engineering. Her story is a testament to the power of serendipity and the importance of being open to unexpected twists in our career paths. Joanna proves that sometimes the best fit is found where you least expect it. Today, Joanna Welsh is the Chief Risk Officer at Citadel and also chairs the firm’s Portfolio Committee advising on risk tolerance levels for the strategies, businesses and funds. Joanna highlights the importance of finding the right fit in terms of people and culture. She emphasizes the significance of not settling for a place that doesn't align with your goals and values, and encourages us to seek environments where you can work with the best people in your field. Whether you're navigating your career or looking for ways to advance in your profession, Joanna's insights on taking risks and continuously learning from experiences will inspire you to step out of your comfort zone and embrace new opportunities. Tune in to this episode and discover how finding the right fit can lead to greater success and fulfillment. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Joanna. Highlights: [02:47] Joanna’s career path [06:23] Advice for overcoming roadblocks [10:00] Taking risks [12:40] Surrounding yourself with the best people [14:49] Pushing yourself as your role expands [19:19] What Joanna focused on with her risk management team [24:35] Returning to work at the office [27:17] Work/life balance [30:44] Joanna’s philosophy on relationships and networks [36:13] Citadel’s move to Miami [39:13] Advice for ambitious women wanting to advance their careers [41:04] Lightning round questions Quotes: “Don’t underestimate the power of being around the best people in your field.” – Joanna Welsh “I’d rather be the nth best person on a team of superstars than the star person on an okay team.” – Joanna Welsh “As the risk manager, the more eyes you can put on things that you’re doing, the better.” – Joanna Welsh Lightning Round Questions: What book has greatly influenced you? - “The Double Helix” by James D. Watson What is your favorite inspiring quote or saying? - “If you don’t have time to do it right, when are you going to have time to do it over?” What is one word or moniker you would use to describe yourself? - Impatient What is one change you've implemented that made your life better? - I love schedules, routines, and preparing. What power song would you want playing as you walk out onto a stage? - “Thunderstruck” by AC/DC About Joanna Welsh: Joanna Welsh is Chief Risk Officer at Citadel. Joanna chairs Citadel’s Portfolio Committee and advises in determining risk tolerance levels for the strategies, businesses, and the funds as a whole. Prior to joining Citadel, Joanna was at Tudor Investment Corporation for 15 years, most recently serving as Chief Risk Officer. With more than 20 years of experience in financial services and risk management, she also held senior risk positions at Commerzbank and Nomura. Joanna began her career in the Financial Services division of Andersen Consulting. Joanna received a master’s and bachelor’s degree from Oxford University. Links: Website: https://www.citadel.com/our-teams/leadership/joanna-welsh/

Does this sound familiar? You've been told that hiring candidates solely based on their qualifications and skills will result in a successful team. But despite following this advice, you're still experiencing a lack of cohesion and productivity. The pain of investing time and resources into recruitment, only to realize that the values of your new hires don't align with your company's culture, is all too real. On this episode of the Beyond Barriers Podcast, Brooke Skinner Ricketts welcomes a highly respected Executive Recruiter, Entrepreneur and CEO, Anna Kelch. With an extensive background in executive search, Anna is the leader of the global technology practice at SRI. Her expertise enables her to provide invaluable insights and strategies for hiring managers and candidates, seeking to improve values alignment. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Anna. Highlights:  [03:00] Anna’s background and path to her career and lessons learn [10:29] Finding the right person for a role [12:02] Incorporating diversity [17:18] Opportunities for women [21:14] Telling your story and negotiation [27:00] Sharing about your life with your employers [32:27] Leveraging your relationships [42:16] Competition among women [42:40] What Anna advised her own kids in their job searches [45:16] Sending a thank you note [48:55] Doing your homework before sending a resume [52:33] Lightning round questions Quotes: “A company’s culture, who you work for, how you’re supported, makes a huge difference in a company’s ability to keep talent.” – Anna Kelch “You’ve got to figure out how to stand out, and that means you have to tell your story.” – Anna Kelch “Networking is not transactional.” – Anna Kelch Lightning Round Questions: What book has greatly influenced you? - “Radical Candor” by Kim Scott What is your favorite inspiring quote or saying? - “Do the best you can until you know better. Then, when you know better, do better.” – Maya Angelou What is one word or moniker you would use to describe yourself? - Connector What is one change you've implemented that made your life better? - I stopped saying sorry so much. What power song would you want playing as you walk out onto a stage? - “Girl on Fire” by Alicia Keys (or anything by Bruce Springsteen) About Anna Kelch: Anna leads the Global Technology Practice at SRI which exists to serve all companies where technology and transformation are critical to their business mission. She is an accomplished search consultant with over 25 years of experience and a reputation for recruiting hard to find talent for consumer, enterprise, and private equity clients in digital media, information services, SaaS, AI, e-commerce and data & analytics. She is strategic, unbiased, and personally invested in every search focused on delivering best-in-class talent. Clients and candidates value Anna’s counsel and view her as a trusted advisor versus a search vendor. Prior to search, Anna served in sales, marketing and management roles in publishing, digital media, and educational technology with companies including Meredith Corporation, Bertelsmann’s Gruner & Jahr, and Whittle Communications. A supporter of children, education, and the fine arts, she served on the board for Steppenwolf Theatre and Urban Gateways. She is a veteran in the search world yet remains committed to finding new ways to make search better, faster, and more fulfilling for both clients and candidates. Links: https://www.linkedin.com/in/anna-mccormick-kelch/ https://sriexecutive.com/

Neuroscience expert Dr. Britt Andreatta shares her journey and expertise in brain science. She discusses finding happiness and purpose in work, thriving through change, the benefits of mindfulness, and using PowerPoint for thinking and planning.

Are you tired of feeling like an imposter, questioning your abilities, and holding unrealistic expectations? Do you have these myths floating in your head, like - Everyone else has it all figured out, Success means never doubting yourself, and Competence requires perfection? In this episode, our guest expert, Dr. Valerie Young, co-founder of the Impostor Syndrome Institute, will debunk these myths and share the truth about building realistic expectations and accepting self-doubt. Dr. Young is widely considered the leading thought leader on impostor syndrome and its impact on individuals' lives. Her expertise and insights have made her a highly sought-after speaker and author, and she continues to make significant contributions in the field. Through her work, Dr. Young discovered that at the core of impostor feelings lies the presence of unrealistic and unsustainable expectations about competence. Armed with this knowledge, she embarked on a mission to help individuals recognize and challenge these beliefs, ultimately empowering them to overcome self-doubt and embrace their true capabilities. Whether you struggle with imposter syndrome or know someone who does, this episode is a must-listen. Dr. Young's wisdom and guidance will help you gain self-awareness, build realistic expectations, and navigate the challenges of impostor syndrome. So grab your headphones and get ready to be inspired and empowered. Visit www.gobeyondbarriers.com, where you will find show notes and links to all the resources referenced in this episode, including the best way to get in touch with Dr. Valerie Young. Highlights: 00:01:00 - Dr. Young's Journey 00:07:08 - Overcoming Fears and Limiting Beliefs 00:10:05 - Becoming a Humble Realist 00:14:38 - Competence Types 00:17:08 - Overcoming Impostor Syndrome 00:18:59 - Perspective on Competence 00:21:10 - Feedback and Failure 00:28:35 - Imposter Syndrome and Women Supporting Women 00:42:35 - Staying in Contact and Following Dr. Young Quotes: Don't wait until everything is perfect. Half-ass is better than no-ass. Get version one out the door and course-correct along the way. - Valerie Young Recognize that people who don't feel like imposters are not any more intelligent or competent than the rest of us. They just have a realistic understanding of what it means to be competent. - Valerie Young The only way to stop feeling like an imposter is to stop thinking like an imposter and become a humble realist. - Valerie Young Lightning Round Questions: What book has greatly influenced you? ● “Making a Living Without a Job” by Barbara Winter and “Games Mother Never Taught You” by Betty Lehan Harragan What is your favorite inspiring quote or saying? ● “Being realistic is the most traveled road to mediocrity.” – Will Smith What is one word or moniker you would use to describe yourself? ● Determined What is one change you've implemented that made your life better? ● Recognizing and wanting to have control of my life to the degree possible. What power song would you want playing as you walk out onto a stage? ● “Girl on Fire” by Alicia Keys About Valerie Young: Dr. Valerie Young is co-founder of the Impostor Syndrome Institute. Widely considered the leading thought leader on impostor syndrome, she has spoken at over 100 colleges and universities including Harvard, Stanford, MIT, Wharton, and Oxford’s Said business school. A former manager at a Fortune 200 company herself, she’s also shared her highly relatable and practical advice at such diverse organizations as Pfizer, Google, Boeing, P&G, Siemens, Space Telescope Science Institute, Intel, BP, YUM Brands, Microsoft, JP Morgan, Federal Reserve of Kansas City, Diageo, Trane, Molson Coors, NASA, the National Cancer Institute, and the National Basketball Association to name a few. Valerie’s work has been cited around the world in publications such as Time, Newsweek, Psychology Today, Science, The New York Times, Wall Street Journal, Irish Independent, Sydney Morning Herald, Globe & Mail, on BBC radio and the Ten Percent Happier podcast. She’s author of the award-winning book The Secret Thoughts of Successful Women: And Men, Why Capable People Suffer from the Impostor Syndrome and How to Thrive in Spite of It with Crown Business, published in six languages and is a contributor to an upcoming book on impostor phenomenon published by the American Psychological Association. Valerie earned her doctoral degree from the University of Massachusetts, Amherst where she studied internal barriers to women’s achievement. Although her research subjects consisted of a racially diverse group of professional women, much of her original findings have proved directly applicable to anyone with impostor feelings. Links: Website: https://impostorsyndrome.com/valerie-young/ LinkedIn: https://www.linkedin.com/in/valerieyoung/

Iliana Quinonez boasts an impressive track record in the tech industry, having amassed over 25 years of trailblazing experiences. Showing remarkable leadership, she has helmed teams of engineers, distinguishing herself in the realm of solution engineering and stewarding software companies towards success and earning the award and title of Latina Trailblazer in Tech. Iliana is indeed a tech powerhouse and the epitome of resilience. Iliana recently embarked on a fresh venture — the inception of her own consulting company. With a critical spotlight on advocating for Latinx women and underrepresented minorities, her firm offers catalytic startup services designed to fast-track their entrepreneurial and career trajectories. However, Iliana's accomplishments aren't solely confined to the professional sphere. She embodies the virtues of personal resilience and determination, as exemplified by her battle with a serious health crisis. Iliana had to face a health challenge that necessitated a complex and delicate brain surgery. But Iliana didn't merely survive this ordeal; she emerged stronger and more determined than ever. It's a powerful testament to her positive mindset and the ability to reframe challenging circumstances into unique opportunities for personal growth and evolution. Iliana's journey reflects the boundless opportunities that emerge from embracing life's changes head-on and taking thoughtful, calculated risks. Her wealth of wisdom and experience makes her an invaluable mentor to women within the high tech industry and beyond. Let Iliana's inspiring story encourage you to view obstacles as opportunities, just as she did. Get ready to be inspired and remember: every challenge can open up a new path to success. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Iliana. Highlights: [00:03] Meet Iliana Quinonez [00:10] Career Pivot [01:05] Personal Health Challenges and Resilience [08:37] Positive Attitude and Support [13:38] Balancing Personal Life and Transition [14:10] Building a Network and Seeking Guidance [18:31] Trial and Error and Continuous Growth [19:48] Overcoming Self-Doubt [24:11] Helping Startups with Their Value Proposition [31:31] Lightning round questions Quotes: By reframing challenges as opportunities, we can create impactful change and accelerate our path to success. - Iliana Quinonez Life is full of challenges and taking risks, but with resilience and the support of relationships, we can overcome anything. - Iliana Quinonez In the face of unexpected obstacles, it's important to educate ourselves, make the unknown known, and take risks for our own well-being and growth. - Iliana Quinonez Lightning Round Questions: What book has greatly influenced you? - “The Hard Thing About Hard Things” by Ben Horowitz What is your favorite inspiring quote or saying? - “People will forget a lot of things you do or say, but they’ll never forget how you made them feel.” – Maya Angelou and “You can often change your circumstances by changing your attitude.” by Eleanor Roosevelt What is one word or moniker you would use to describe yourself? - Impact What is one change you've implemented that made your life better? - Don’t take no for an answer (Winston Churchill) and creating VLM (valuable life moments). What power song would you want playing as you walk out onto a stage? - “La vida es un carnaval” by Celia Cruz and “Don’t Stop” by Fleetwood Mac About Iliana Quinonez: ILIANA QUINONEZ - CEO and Founder, IQ Accelerate Iliana is a Latina Trailblazer in Tech. She is an IT Executive and Certified Executive Coach with more than twenty years of experience in the high-tech industry working across three different continents. Her experience includes leadership roles and coaching and mentoring practice in Solutions Engineering, GTM, Business Development, Product Management and Consulting. She has worked at Enterprise Software companies and startups including Salesforce, SAP, BEA systems, Informix Software, Magnet Systems and BDNA Corporation. She has experienced great IPO exits as well as startups pivoting and changing paths which has provided her the insights and empathy she uses to advise and coach startup founders, early-stage teams and high-tech professionals. Her most recent corporate role at Salesforce was VP Solutions Engineering, leading the team that supported the Travel, Transportation and Hospitality Industries. Iliana is a strong advocate for DEI and an active mentor in her communities. She has held Board Seats at organizations like Upwardly Global (helping immigrant professionals rebuild their careers in the US) and MENTOR California (helping bridge the youth mentoring gap in the state). She holds a BSc in Computer Science from Universidad Iberoamericana in Mexico City, an MSc in Information Systems from the London School of Economics and is a certified Beyond Barriers Coach specialized in women leaders. She is a frequent podcast guest and speaker at events highlighting the importance of Women Leadership, Latinas in Tech, Women in STEM, Latinx Startups and DEI. She lives in San Francisco with her husband and their two daughters. Links: LinkedIn: https://www.linkedin.com/in/iliana-quinonez-34794/

Paula Schneider is a highly accomplished leader with a remarkable career spanning over three decades in the fashion industry. She has held prestigious positions such as CEO of American Apparel, as well as leadership roles at renowned brands like BCBG and Speedo. However, Paula's journey took an unexpected turn when she transitioned into the nonprofit sector as the CEO of Susan G. Komen. What sets her apart is her personal connection to the cause, having battled breast cancer herself. This firsthand experience fuels her passion and drives her commitment to making a difference in the lives of others. Paula's expertise in strategic leadership and her ability to navigate complex challenges have been instrumental in her successful transition into the nonprofit world. Her story serves as an inspiration for individuals considering a career transition, showcasing the power of following one's passion and finding purpose in meaningful work. Visit https://www.gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Paula. Highlights: [02:19] Paula’s background [10:47] C Suite retail to C Suite nonprofit [17:42] Moving forward despite uncertainty [21:16] When fires are all around you [22:46] Making decisions and what to do when things go sideways [24:17] How Susan G. Komen® dealt with COVID [28:25] The importance of knowing your financials [33:27] Not measuring up when under new management [35:23] Lightning round questions Quotes: “All the work that I do is illustrative of finding a cure so that my daughters don't have to go through this.” - Paula Schneider “I couldn’t care less if I sold one more pair of jeans to Bloomingdale's. I wanted to do something that was more meaningful.” - Paula Schneider “Women underestimate their abilities to problem-solve and figure things out. We need to believe in ourselves and bring our expertise to the table.” - Paula Schneider “People are really happy when they are accountable and understand what they are accountable for.” - Paula Schneider “The P&L guides all.” – Paula Schneider “When you are in a turnaround, you don’t have time to make decisions.” - Paula Schneider Lightning Round Questions: What book has greatly influenced you? - “The Paris Daughter” by Kristin Harmel (all books by this author) What is your favorite inspiring quote or saying? - “Don’t sweat the small stuff” What is one word or moniker you would use to describe yourself? - Instigator What is one change you've implemented that made your life better? - Finding joy in every day. What power song would you want playing as you walk out onto a stage? - “Celebration” by Kool & The Gang About Paula Schneider: Paula Schneider is president and CEO of Susan G. Komen®, where she is responsible for the strategic direction and day-to-day operations of the world’s leading breast cancer organization. Komen has made more than $3.5 billion in investments in breast cancer research, advocacy and patient support since its founding in 1982, helping reduce the breast cancer mortality rate by 42%. As a breast cancer survivor herself, and having lost her mother to metastatic breast cancer, Schneider’s work is personal as she brings a unique combination of business expertise and real-world perspective to Komen’s mission as CEO. Paula led Komen through an enterprise-wide restructuring, transforming Komen’s national network of independent local affiliate organizations into a single, united entity, leveraging shared operational functions while maintaining local development and mission teams across the country. Under her leadership, Komen today serves as a trusted health care guide, providing millions of people with safe, accurate, evidence-based information and education—as well as direct patient support services including financial assistance, patient navigation services, emotional support and resources. Komen also remains focused on accelerating breakthroughs for the most aggressive and deadly breast cancers, and eliminating breast cancer disparities through focused interventions that break down the barriers for Black people across the country. Schneider is widely regarded as a business expert in organizational management and finance. Prior to Komen, she served as CEO of American Apparel, where she navigated one of the most notable turnarounds in the retail sector. She previously served as President of the Warnaco Swimwear Group, the largest swimwear company in the world, with brands such as Speedo and Calvin Klein. Schneider is a sought-after public speaker on issues of women’s health and empowerment. She has been featured at such thought leadership events such as Fortune’s Most Powerful Women’s Forum and Yahoo Finance. She has served as a spokeswoman for the Liz Claiborne Company and its crusade to eradicate abuse against women, and is currently a member of C200, the preeminent global organization for the advancement of women business leaders. Links: Website: https://www.komen.org/ LinkedIn: https://www.linkedin.com/in/paula-schneider-6322661a/

Early experiences often shape our entire lives. The inspiring story of our guest - Jennifer Openshaw - shows what’s possible to achieve when you choose to own your destiny. Being a child of divorce and watching her mother struggle as a single mom to make ends meet shaped Jennifer’s entire career journey. Her first “real” job was working as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. At an early age, she decided to make it on her own and to make a big impact. Now as CEO of Girls With Impact, the nation’s leading business education program for young women, she empowers women all around the world with the business and tech skills to become future leaders. Jennifer’s story illustrates the power of vision, determination and tenacity in your pursuits. She achieved her ambitions by looking at how other people got to where they are and always surrounding herself with a community of next level peers. She has broken barriers and paved the way for others to follow.  Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jennifer. Highlights: [02:18] What shaped Jennifer’s young life [04:19] Jennifer’s young career choices [08:05] Pursuing passions or pursuing money [14:44] Looking for opportunities [15:57] Dealing with fear of rejection or failure [18:17] Lessons learned as an entrepreneur [24:09] Gen Z in the workforce and the benefit of failing [27:36] Ready for the “what if” [30:05] Women when it comes to finances [32:14] About Girls With Impact [34:56] Taking her mission to the next level [43:57] Companies attracting entrepreneurs and Gen Z [49:21] Lightning round questions Quotes: “Sometimes the way to move up is to move out.” – Jennifer Openshaw “I’m a believer in not taking a leap until you know what you’re leaping to.” – Jennifer Openshaw “It shows people something when you’re willing to raise your hand.” – Jennifer Openshaw Lightning Round Questions: What book has greatly influenced you? - “The Prophet” by Kahlil Gibran What is your favorite inspiring quote or saying? - "If there’s a will there’s a way.” And “The answer will reveal itself.” What is one word or moniker you would use to describe yourself? - What leapfrog move can take you to where you want to go? What is one change you've implemented that made your life better? - Being grateful every day. What power song would you want playing as you walk out onto a stage? - “Ain’t No Mountain High Enough” by Diana Ross. About Jennifer Openshaw: Jennifer Openshaw – called “one of the most outspoken proponents for empowering women to control their financial lives” by CBS MarketWatch – is CEO of Girls With Impact, the nation’s leading business education program for young women. Her expertise and national reputation as a financial innovator have made her a valuable ally in the media – from “Oprah,” “Dr. Phil” and “Today” to CNN, Fox and CNBC. At the age of 14, Jennifer took on her first “real” job as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. In 2000, Jennifer was named one of the Internet’s 25 Rising Stars as a result of her work as CEO and founder of Women’s Financial Network, a company created as a result of her experience in the industry and as the “Money Expert” for KCBS-TV. The company was acquired by Wall Street legend Muriel Siebert (NYSE: SIEB). Jen’s financial industry experience includes senior roles at Bank of America, leading pension advisor Wilshire Associates, and BankOne (now JP Morgan Chase). She also headed the 60-year-old Financial Women’s Association and, most recently, was Partner and Chief Marketing Officer at global consulting firm Mercer, where she led the When Women Thrive research platform. She started her career in the California State Treasurer’s Office. Drawing from her experience in Silicon Valley, Wall Street and Main Street in tech, education, and the financial industry, Jennifer has been a fixture in the media. Her roles have included “Money Expert” for KCBS-TV, host of ABC Radio’s Winning Advice, and columnist for Dow Jones’ MarketWatch. She’s the author of three books: The Socially Savvy Advisor (2015); The Millionaire Zone (Hyperion), based on research about the social networking strategies of the wealthy; and What’s Your Net Worth? (Perseus), turned into a Public Television Show. Jennifer has been an advisor to Fortune 500 firms, including Microsoft, where she also served as national spokesperson. She writes regularly for Dow Jones, USA Today and as a LinkedIn Influencer. Jennifer holds an MBA in finance and BA from UCLA. She is a member of the New York Economic Club and was appointed by the California Governor to the Commission on California Government Efficiency. Links: Website: https://www.girlswithimpact.org/ LinkedIn URL: https://www.linkedin.com/in/jenopenshaw/ LinkedIn URL: https://www.linkedin.com/company/girlswithimpact/ Instagram: https://www.instagram.com/girlswithimpact/ Twitter: https://twitter.com/jopenshaw Twitter: https://twitter.com/GirlsWithImpact

Be Fearless, Be Bold, Be You. This is a mantra that Dominica Ribeiro shares with us in today’s podcast, and it is one that she herself has lived. Dominica started her career in finance when she walked into a firm after graduating high school and asked for a job. 27 years later, she is Chief Marketing and Distribution Officer at Breckinridge, a leading asset manager firm. Dominica is as wise as she is brilliant. She gained her fierce independence and work ethic from her mother who taught her to work hard and not to depend on anyone else for what you want. Dominica shares how she nurtures the ideas of those around her at every level, and how her experience seeking mentors who don’t look like her, has paid dividends for her career. She is a leader who is adept at building her own brand and is always focused on the positive. She shares how her dual roles of Executive and parent have taught her lessons about communication, negotiation, and strategy. We learned so much from this conversation and we hope you will too. Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Dominica. Highlights: [04:09] Leveraging data [06:36] When the data proves you wrong [09:16] Expressing your opinion no matter what your role [12:25] Dominica’s vision of being a leader [14:16] Building a brand [19:36] When your mentors don’t look like you [23:10] Finding confidence [27:21] What led Dominica down her career path [29:39] Habits of success [32:06] Dominica’s background and story [36:20] Lightning round questions Quotes: “Be fearless, be bold, but be you.” - Dominica Ribeiro “If you layer your opinion or thought process on top of the data, that is the power behind the decision or the conversation.” – Dominica Ribeiro “I’ve never had somebody who looks and acts like me and has my experience be a mentor to me, and I think that’s the beauty of diversity of thought.” - Dominica Ribeiro Lightning Round Questions: What book has greatly influenced you? - “Dare to Lead” by Brene Brown What is your favorite inspiring quote or saying? - “Leadership is not about being in charge, it’s about taking care of those in your charge.” – Simon Sinek What is one word or moniker you would use to describe yourself? - Mom, and empathetic. What is one change you've implemented that made your life better? - Weekly therapy. What power song would you want playing as you walk out onto a stage? - “Roar” by Katy Perry About Dominica Ribeiro: Dominica is Breckinridge’s chief marketing and distribution officer. In her role, she leads the firm’s strategic distribution, including sales and relationship management, as well as the marketing plans and initiatives. She is also a member of the firm’s Executive Committee and the Board of Directors. Dominica has been with the firm since 2020 and has over 27 years of industry experience. Prior to Breckinridge, Dominica was head of institutional marketing at State Street Global Advisors where she was responsible for the development and execution of their overall marketing strategy. Campaigns focused on the promotion of State Street Global Advisors thought leadership, investment strategies, and gender diversity initiatives – notably, the Fearless Girl installation on Wall Street in New York City which helped raise awareness around the globe of the power of women in leadership, as well as the connection between increasing gender diversity on boards and long-term company performance. She began her career at Putnam Investments where she spent five years before joining the marketing and communications team at Fidelity Investments where she rose from communication analyst to director of institutional marketing, and then to vice president of institutional marketing. Dominica currently serves on the Board of Directors for Crispus Attucks Children's Center, a Boston-based childcare and development center, and as a Corporate Trustee for the Trustees of Reservations, the nation's oldest preservation and conservation organization. She also serves as a teen mentor for the Attleboro  Community Academy, a state accredited high school diploma program, which provides an alternative path to graduation for struggling students and high school dropouts. She is a member of 100 Women in Finance, Boston Women in Finance, Women in Pensions Network, and the Defined Contribution Institutional Investment Association (DCIIA). She previously served on the leadership committee for the 50/50 Women on Boards Boston chapter. Dominica holds a B.S. and a M.S. in Business Management from Lesley University. Links: Website: https://www.breckinridge.com/ LinkedIn URL: https://www.linkedin.com/in/dominica-ribeiro/

Are you frustrated about setbacks and challenges that are getting in the way of your dreams? Our guest today will reveal the secret to turning these obstacles into opportunities. Meet Tiffani Potesta, a trailblazing leader in the finance industry whose life and career is a testament to the transformative power of gratitude. With limited resources and no college degree, Tiffani built a successful career on Wall Street simply by leveraging her insatiable curiosity and love of math. Her journey reflects the indomitable human spirit and the will to survive and thrive. Throughout the episode, Tiffani emphasizes the importance of focusing on yourself and the contributions you can make, rather than comparing yourself to others. She stresses the value of being respected, rather than just being liked. Tiffani also provides practical advice on decision-making, embracing curiosity, and overcoming the fear of failure. Tiffani shares her story of how she emerged from the depths of darkness with newfound strength and determination. But what exactly happened that changed the course of her existence? Stay tuned as we unravel the extraordinary tale of resilience that will inspire you to embrace life's unexpected surprises. This episode is a must-listen for anyone seeking personal and professional growth. Brace yourself for a story that will leave you in awe! Visit https://www.gobeyondbarriers.com where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Tiffani. Highlights: [02:48] What shaped Tiffani’s life and career [05:49] Succeeding on Wall Street without a college degree [07:23] Choose being respected over being liked [08:01] Making high-impact decisions [11:37] Reframing doubt as a strength [13:30] Attributes of a great team member [26:30] Recognizing and sharing your value [29:13] How to talk to the higher ups in your company [30:43] How Tiffani stays grounded every day [33:46] What Tiffani is most curious about now [40:12] Lightning round questions Quotes: “Gratitude is like the driving force of everything that you're going to do because what stands on top of that is humility and integrity and grace.” - Tiffani Potesta “You are only bound by limits of your own curiosity.” – Tiffani Potesta “Doubt is healthy because doubt makes us strive to do better. We need to reframe doubt as a strength, not a weakness.” - Tiffani Potesta “Being liked is a great thing to have, but respect actually carries so much more currency.” – Tiffani Potesta “It’s the fear of failure that actually creates an inability for us to move forward.” – Tiffani Potesta Lightning Round Questions: What book has greatly influenced you? - “The Coming Plague” by Laurie Garrett What is your favorite inspiring quote or saying? - Sometimes you’re the windshield, and sometimes you’re the bug. What is one word or moniker you would use to describe yourself? - Honest What is one change you've implemented that made your life better? - Active listening What power song would you want playing as you walk out onto a stage? - “Rise Up” by Andra Day About Tiffani Potesta: Tiffani Potesta is the Head of US Client Group and Chief Strategy Officer for North America at Schroders. As CSO, she has oversight responsibilities across the US client group strategy, marketing, product development, the sustainability initiative, data and client service. She drives business management and strategy, partnering with the CEO to prioritize and deliver regional plans and procedures to direct growth in North America. Prior to the CSO role, Tiffani was Chief Administrative Officer as well as Head of Distribution Strategy at Schroders. Prior to joining Schroders, Tiffani was Head of DCIO and Third Party Insurance at DWS Investments and Director of National Accounts at First Eagle Funds. Links: LinkedIn: https://www.linkedin.com/in/tiffani-potesta-a55b9a5/ Website: https://www.schroders.com/en/global/individual/