Posted April 1, 2022 by Michele Renee Pace

A Pittsburgh native and graduate of Elon University, Tierney has spent her entire career in the Refinitiv division of LSEG. Despite being busy with work and finishing her MBA at George Mason University, she still prioritizes the things she most enjoys: volunteering through her church and the NYJL, following Pittsburgh sports, skiing, traveling, trying new restaurants, binge-watching various TV shows, and spending time with friends and family. Tierney is honored to be LSEG’s Rising Star and looks forward to furthering her career as a leader in the financial services industry.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

Take care of yourself first. It is so easy to get wrapped up in tasks and always want to take on new tasks to grow, especially early in your career. I’ve learned that I truly cannot put my best foot forward and produce high-quality work if I don’t take time to step away and recharge when needed.

What about being a Rising Star is exciting to you?

The two main reasons why being a Rising Star has been exciting are the people and the learning. I love getting learn and enhancing my leadership skills alongside like-minded women in a similar phase in their careers. In addition, it has been an incredible opportunity to join a larger organization filled with successful, admirable female leaders in a traditionally male-dominated industry.

What led you to your career?

Since I was in high school, I knew I wanted to pursue a degree in business. I majored in marketing, with double minors in economics and finance, in college; this led me to want to work in the financial services industry, specifically with clients. Shortly after graduating in 2017, I joined what was the legacy financial and risk division of Thomson Reuters as part of a post-graduate rotational program in the sales organization. After the program finished, I moved into my current role as a Customer Success Manager to work with fixed income trading clients. Through two acquisitions, company rebrand, a global pandemic, and constant changes in the market, my passion for working with clients in the financial services industry only continues to grow.

What is a professional skill you’re currently working on?

Flexibility. I would describe myself as a naturally Type A++ person, who loves routine, a detailed schedule, and sticking to a specific plan. Even though I can tangibly adapt when Plan A turns into Plan B, I am working on adopting a more forward-thinking versus frustrated attitude.

Lightning Round

Favorite Book

The Vanishing Half by Britt Bennett

Dream Travel Destination

Australia to snorkel in the Great Barrier Reef

You in ONE word

Vibrant

Favorite Movie

Argo

0 Replies
Posted March 25, 2022 by Michele Renee Pace

Mary Cosgrove is an Operational Resilience Senior Manager at Protiviti in the Technology Consulting solution. The group focuses on helping organizations mature both their technology and technology management capabilities from establishing strategy, defining, and implementing future state solutions, and supporting ongoing delivery of services. At Protiviti, Mary works with financial services and insurance clients to build their operational resilience, mature their business continuity programs, conduct cyber security tabletop exercises, and develop and execute on strategic technology initiatives. A highlighted opportunity was assisting the Securities Industry and Financial Markets Association (SIFMA) with conducting Quantum Dawn V, a global cyber security tabletop exercise, and later, publishing initial lessons learned in the financial services industry in response to the pandemic. Prior to Protiviti, she was a consultant advising early stage FinTechs on building their risk and compliance programs in cloud environments. Prior to that, she was a consultant at IBM working with financial services and insurance clients leveraging various technologies, including blockchain, a first of a kind insurance industry platform, and SAP. Mary graduated from Barnard College in 2014 with a Bachelor of Arts in economics.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

It’s important to know your ‘big rocks’, what you need to keep you energized and performing. For me, that’s working out, spending time with family and friends and going to concerts. From there, work is like a river that will continue to flow and naturally learn to move around my ‘big rocks’ so I can maintain a healthy balance.

What about being a Rising Star is exciting to you?

The executive coaching has been an exciting part of the Rising Star program. It’s great to take a step back, identify and address leadership topics. It’s provided me with an opportunity to evaluate ways to strengthen my leadership impact on a day-to-day basis through micro and macro changes.

What led you to your career?

I graduated Barnard College with a degree in economics. Throughout college, I had internships within finance but I wasn’t sure that I wanted to specialize yet. I started at a technology consulting firm and realized that I had a passion for technology and understanding how it transforms businesses. It’s been great to continue to build upon this passion and my past experiences in financial services throughout my career.

What is a professional skill you’re currently working on?

I’m currently working on credentialing my work experience in business continuity by achieving the DRI Associate Business Continuity Professional (ABCP) certification.

Lightning Round

Favorite Book

Lean In: Women, Work, and the Will to Lead by Sheryl Sandberg

Dream Travel Destination

Maldives

You in ONE word

Resilient

Favorite Movie

Despicable Me

 

0 Replies
Posted March 18, 2022 by Michele Renee Pace

Amanda Butler is currently a Production Manager at Broadridge Financial Solutions’ Long Island, NY facility. Amanda began her career at Broadridge in 2017 as part of the Management Training Program. Upon graduating the program, she moved into a leadership position in Production Operations and has taken on multiple roles, with her effort resulting in improved operational efficiencies. Amanda is also an active member of Broadridge’s Women’s Leadership Forum and is a mentor for new aspiring leaders that are in the same Management Training Program she graduated from. Amanda holds a Bachelor of Science in Management and an MBA in Business Administration from Manhattan College.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

I have had so many great mentors in my career that have been essential to guiding me and advocating for my success. Most importantly, they all emphasized that “you manage your career.” While doing so, be confident, respectful, humble, and always have a positive attitude. Being comfortable with being uncomfortable allows you to challenge yourself and continuously grow!

What about being a Rising Star is exciting to you?

I am really enjoying being part of the Women’s Bond Club Rising Star program. Growing my network with other women leaders in the Financial industry, as well as leveraging and learning from the leadership sessions has been fantastic and excites me as it provides opportunities to become better than my best self.

What led you to your career?

I studied General Management and completed my MBA at Manhattan College, where I really enjoyed the leadership classes I was taking. Being in the Management Training Program at Broadridge allowed me to get insights to all different functions within the company and I felt that going to Production Operations, where I can collaborate with variety of teams, lead people, and create process improvements was a great fit.

What is a professional skill you’re currently working on?

I am currently working on better developing my associates. I am focused on helping them succeed and seeing them grow. This is not only rewarding, but also allows me to have an impact on their careers as well.

 

Lightning Round

Favorite Book

Think like a Breadwinner by Jennifer Barrett

Dream Travel Destination

Europe

You in ONE word

Determined

Favorite Movie

The Proposal

 

 

0 Replies
Posted March 11, 2022 by Michele Renee Pace

Brianna Day is a senior manager at Ernst & Young LLP (EY) in the Financial & Technology Consulting practice. She joined EY in 2016 after previous work experience at Barclays and Goldman Sachs. She has 10+ years of experience in the financial services industry concentrating on large-scale transformations within large global banks and wealth and asset managers. Brianna is currently pursuing her MBA at Columbia Business School and holds a bachelor’s degree from the University at Albany, where she played Division I lacrosse. Brianna also played lacrosse internationally and was a member of the Italian national lacrosse team. Brianna is the Co-President of Young Professionals Expect Miracles, a cancer research foundation focused on rallying the financial industry to raise capital and awareness to cure cancer.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

If you aren’t comfortable with your actions being in the news, rethink your approach.

What about being a Rising Star is exciting to you?

Being a Rising Star is exciting to me because of the history that stands behind the honor. The Rising Star award is a reflection and testament of the Women’s Bond Club’s culture, specifically their focus on investing in high-performing women by paving the way for the future generations to thrive.

What led you to your career?

Early in my career, I was working at a large global bank and a portion of the bank was being acquired. A consulting company partnered with my employer to steer through the process and establish a new normal. My eyes were opened to an aspect of business that I had never known existed. Since then, I have been consulting and have loved my career! The breadth and depth of the industry is constantly changing and, as a consultant, I feel that I am always on the forefront of these changes to better my clients and my business acumen.

What is a professional skill you’re currently working on?

A professional skill that I am currently working is my analytical ability. Being analytical is very important to your ability to assess different scenarios and advise clients.

Lightning Round

Favorite Book

Never Split the Difference: Negotiating As If Your Life Depended On It

Dream Travel Destination

South Africa

You in ONE word

Trustworthy

Favorite Movie

Legally Blonde

0 Replies
Posted March 4, 2022 by Michele Renee Pace

Aubrey Weatherston joined Societe Generale in 2015 as an Event Manager in the Corporate Communications department. She was a driving force in evolving her role as she identified gaps and inefficiencies, and spearheaded solutions to resolve them. This led to her promotion in 2019 where she took on more of a hybrid role, with a heavy emphasis on streamlining the firm’s diversity & inclusion programming. Aubrey aims to increase employee engagement and strengthen SG’s reputation through strategic planning for events, communication, and program development.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

Your attitude is your greatest superpower. Reframe challenging experiences and use them as opportunities to learn and grow.

What about being a Rising Star is exciting to you?

I was blown away by the training and resources dedicated to advancing the rising stars in this program. It has been a great way to form my own personal board of advisors to bounce ideas off of.

What led you to your career?

I didn’t pursue a direct path. I took a careful look at the companies I was interviewing with and the teams I would be working on. I always chose situations where I knew I could make an impact and offer fresh ideas. If I can add unique value and learn from my team, I consider it a great opportunity.

What is a professional skill you’re currently working on?

Elevating my meeting presence in an authentic way. I want to make sure my best ideas are heard, but equally as important, I strive to be an active listener.

Lightning Round

Favorite Book

Give and Take – Adam Grant

Dream Travel Destination

South Africa

You in ONE word

Collaborative

Favorite Movie

Inception

0 Replies
Posted February 25, 2022 by Michele Renee Pace

Courtney Eng is an Executive Director in J.P. Morgan’s Pro Rata Loan Syndicate group. Leveraging a large network of global banking relationships, she leads capital raises for mid-market to Fortune 500 companies in the syndicated pro rata market. Courtney’s 11-year+ career began in credit risk. She is actively involved in the firm’s diversity initiatives as a member of the Debt Capital Markets Diversity & Inclusion Committee, and previously served as co-chair for JPM’s Women on the Move Vice President Network. Courtney holds a B.S. in Finance and International Business from NYU.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

No one cares about your career as much as you do. While I’ve had a lot of great mentors and managers help me along the way, I’m my number one advocate.

 What about being a Rising Star is exciting to you?

Due to COVID, unfortunately it’s been hard to meet with fellow program participants in person. However, the leadership coaching program has been amazing. It’s helped me think of new ways to change and grow both professionally and personally.

What led you to your career?

My dad always encouraged me to pursue ‘business’ – whatever that was – so I went to undergrad business school to find out. I started my career in credit which gave me a strong foundation in credit fundamentals. However, over time, my interest gravitated towards managing client relationships and transactions, so I moved to my current role in cap markets which utilized my credit skill set while providing the type of engagement I was looking for.

What is a professional skill you’re currently working on?

Providing more frequent, high utility feedback that is actionable to coach and develop talent. A skill we focused on during our coaching program!

Lightning Round

One word that describes you

Driven

Dream Travel Destination

Galapagos Islands

0 Replies
Posted February 18, 2022 by Michele Renee Pace

Jaleesa Dixon works at BNY Mellon as a Lead Analyst Corporate Trust on the Government Solutions team. She performs contract review and confirms business requirements set by the US Treasury, ensuring compliance with the US Federal Government. At BNY Mellon, she is involved in multiple E/BRGs, supporting and leading various DEI initiatives and events. This past Fall, she graduated with her MBA from Syracuse University. Prior to BNY Mellon, she was a Client Service Contract Specialist at JP Morgan. In 2011, she graduated from SUNY New Paltz with a Bachelor of Arts in Sociology. She currently serves on the National Governing Board of Lambda Tau Omega Sorority, Inc., and an active member of the NYC Professional Chapter. She is also a part of WBC’s Marketing and Communication Committee.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

 The best advice I’ve received is to show up to show out – always put your best foot forward. Think about the leaders you admire; reflect on the reasons you admire them and attempt to adapt those skills.

 What about being a Rising Star is exciting to you?

The executive coaching and building my network are the most exciting experiences. The coaches provide tools that level the playing field in leadership, ensuring that we have the same skills and confidence as our counterparts in any environment. I’ve been able to meet and build relationships with likeminded successful women across different financial firms.

What led you to your career?

I’ve been financial services industry since 2012. I started in an investigative role with JP Morgan as a consultant and really enjoyed researching. In 2013, I was offered a full-time position that expanded my responsibilities and developed my passion for Finance. Once a part of the firm, I realized the endless opportunities within the financial services industry and decided I would make it my career.

What is a professional skill you’re currently working on?

I am developing my strategy for the next steps in my career. Building and strengthening skills such as strategic communication and feedback utility that will make me a great leader and confident to take on new responsibilities.

Lightning Round

One word that describes you

Valiant

Book that all WBC members should read

The Secret by Rhonda Byrne

Dream Travel Destination

Bermuda

Favorite Movie

What’s Love Got to Do with It?

 

 

0 Replies
Posted January 21, 2022 by Michele Renee Pace
Sharon Fortune Bowden fulfills the role of an IBM Global Markets, Financial Service Account Technical leader. In this role she develops and executes strategy and operations. During her career at IBM, she has held technical roles across delivery, sales, and strategy. Sharon earned a Bachelor of Science Degree from Bowie State University and a Dual Master of Science from Keller Graduate Management School. She is an OpenGroup Certified Distinguished Architect and continues to relentlessly reinvent and refine herself. Sharon is known for her expertise in hybrid cloud and analytics architectures, as well as technology integration and delivery that include people, process, and technology management. She is a global leader who is aware of when following is appropriate! She has an experienced track record leading and developing teams to drive coordinated global client success. Sharon is passionate about diversity, inclusion, and building community to sustain activities that continuously provide value to the community. Within the technical community, she drives change as the IBM US Architect Profession Leader. She is also a member of the Women’s Bond Club where she serves on the community outreach committee. She is active in her faith, and she is a dedicated member of Alpha Kappa Alpha Sorority Incorporated ©. Sharon is a member of the IBM On Demand Community where is a Brooklyn P-Tech High School Mentor and Program Coordinator for the IBM Saturday Science School. Sharon happily united with her loving life partner, Mr. Richard Bowden, and together they are the parents of two incredible future leaders of the free world.
 

#FridayFaces Q&A

Best Career Advice You've Received...
I have been counseled to making real connections, execute and demonstrate sustained value that is aligned to business growth. The focus is critical to drive “what’s next “and build a bridge to the future. Financial Institution heritage is built on a foundation that has forged innovations into the 21st century. As we all continue to evolve through the 21st century we all must continue to build upon that foundation; more importantly, bridge to the value of FinTech, InsurTech, evolving payment rails options and currency types!

Most Rewarding Experience as a member of the WBC...
Being a Women’s Bond Club Member has exposed me to a phenomenal group of leaders in the Financial Industry. During the Rising Star Leadership Sessions, I will always remember the common theme to sharing your unique perspective and importance of being present. 

How You Have Overcome Challenges in Your Career...
It can be challenging to stay connected and in sync with products / services strategies and market trends. A focus point for me has been to align with how the people impacted by product or service will have quality of life and elevated financial freedom.

Advice for the Next Generation of Rising Stars...
Offer your strengths willingly and demand growth opportunities! Display your grit, be persistent, and never stop asking questions!

LIGHTNING ROUND
One word that describes you? 
Present
One word that describes WBC? 
Impactful
What’s your dream travel destination?
Ivy Coast of Africa
Favorite hobby? 
Running
Book that all WBC members should read?
Rebel Girls
Happy hour drink of choice?
Tonic water with lime and mint


0 Replies
Posted December 17, 2021 by Michele Renee Pace

Chelsea Mattias is a Partner in Capco’s Capital Markets practice. Her areas of focus are derivatives change and large-scale IT transformations, including IT strategy operating model efficiency, platform integration, process improvement, and cost take-out. Chelsea is a solution- and results-oriented leader and can action C-level strategies across multiple business areas. She brings a deep understanding of capital markets and can strategize to meet goals effectively and efficiently.   

#FridayFaces Rising Star Q&A

 What is the best advice you’ve received throughout your career?

Maintain focus on the objectives. Answer the questions that were asked. Strive to leave in a different place than you arrived; that will guarantee the growth and transformation to continue moving forward. 

Share something impactful that you have learned or experienced from being a part WBC Community.

A favorite memory is the Rising Star program. It begins with the excitement of being recognized within your firm as an emerging leader. You then get the opportunity to network and learn alongside a remarkable group of women, all going through a similar stage within their career. The executive coaching program equipped me with new management methods by drawing from experiences within my role as a leader. The grand finale is the Awards Dinner at the Museum of Natural History, a once-in-a-lifetime setting, to celebrate your own professional achievements. It will forever be an impactful milestone in my career.

What’s the biggest challenge you’ve faced in your career and how did you overcome it?

Every stage of my career has presented a challenge and at the time it felt like it was the biggest or the hardest. My first greatest challenge was learning how to manage multiple deliverables, and I learned the best way to conquer them was to keep my head down and do the work. Great work will always stand for itself. Over time, challenges came from relationships, idea generation, and creating the confidence to lead. I needed to look within and determine how I could best represent my abilities and make myself visible. 
I try to remember that anything that has worked against you, will also work for you at some point. The opportunity to overcome a challenge provides the opportunity to learn something and be successful. 

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?

Lead with your expertise and be consistent in your interactions 
Know your network and determine how you can leverage those around you to help position yourself for success 
Remember the value that you bring to the table and remind yourself that you deserve to be there 
Focus on what’s in front of you, don’t anticipate or worry about things outside of your control 
Always actively manage your career


Lightning Round: 
One word that describes you?

Driven

One word that describes WBC? 

Network

Dream travel destination?

Southern Italy

Favorite hobby?

Walking and traveling

A book that all WBC members should read?

The Tipping Point, Outliers (Anything Malcolm Gladwell)

Happy hour drink of choice? 

Vodka Martini

0 Replies
Posted December 10, 2021 by Michele Renee Pace

Eleonora Menaker is the Department Head of Citi's PM Advisory & Execution organization. Eleonora joined Citi in 2003 and PM Advisory & Execution in May 2012, and has expertise in regulatory and strategic program management working across the enterprise. Key partnerships with clients across the franchise on PMAE's portfolio growth strategy in support of business-wide goals and transformation priorities.

Prior to joining PM Advisory & Execution, Eleonora was a Senior Manager on the Morgan Stanley Smith Barney (MSSB) Conversion program where she was responsible for Branch/FA conversions, integration of Client Site Advisor Desktop, and driving client asset and omnibus reconciliation. Eleonora has been with the bank for 18 years having gained valuable product and client-service/implementation experience through positions held within Citi Institutional Clients Group and technology experience from her time with the Global Consumer Bank.

Eleonora graduated Summa Cum Laude with a BS in Computer Science from Polytechnic University.  She also holds an MBA in Finance and O&T Management from New York University.  

#FridayFaces Rising Star Q&A

 What is the best advice you’ve received throughout your career?

Act with integrity because no matter what (e.g. even if you fail) you can recover and learn from the experience knowing you acted in good faith.

Share something impactful that you have learned or experienced from being a part WBC Community.

It was a personally fulfilling experience co-heading the WBC Mentoring Program and offering resources/scholarships/mentoring advice to high performing high school women who were often the first in their families to have the opportunity to pursue a college education.

What’s the biggest challenge you’ve faced in your career and how did you overcome it?

Becoming a mom and balancing this new role with a full-time career. The key to finding balance is being organized, knowing how to prioritize, and asking for help when needed.

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Take a risk and try new things (e.g. operate outside the box) because if you don’t you will never know your true potential. 



Lightning Round: 
One word that describes you?

Passionate

One word that describes WBC? 

Inclusive

Dream travel destination?

Australia

Favorite hobby?

Anything fitness (especially cycling)

A book that all WBC members should read?

‘Dare to Lead’ by Brene Brown

Happy hour drink of choice? 

Old Fashioned

0 Replies
Posted November 12, 2021 by Michele Renee Pace

Eden Simmer is an executive vice president and head of global equity trading based out of the New York office at PIMCO. She oversees execution across cash equities, equity derivatives, and equity delta one across PIMCO’s global investment platform. Prior to joining PIMCO in 2010, she was a trader focusing on equities, foreign exchange and preferred securities for Deutsche Bank Asset Management. Previously, Ms. Simmer was a foreign exchange trading associate at ABN AMRO. She was the recipient of Market Media’s WIF Excellence in Trading award in 2019 and Women’s Bond Club Rising Star in 2015. She has over 16 years of investment experience and holds an MBA from Columbia Business School and undergraduate degrees in finance and economics as well as an international business certificate from the University of Iowa.

 

#FridayFaces Rising Star Q&A

Best Career Advice You've Received...

Make them say no to your face!

Most Rewarding Experience as a member of the WBC...

As part of the Rising Star program,the executive coaching was a game changer for me. It taught me so much about myself and how to overcome mental hurdles,unconscious bias, and advocate for myself.

How You Have Overcome Challenges in Your Career...

One of the biggest challenges I’ve faced and continue to face is establishing a healthy work-life balance. I’ve become much more intentional on setting boundaries and saying no to projects or responsibilities that create additional work and risk with minimal payoff.

Advice for the Next Generation of Rising Stars...

Be brave, be bold, and have confidence and put yourself in the mix for stretch assignments and promotions.Passing along some of the best advice I was given, be explicit and make them say no to your face.

 

Lightning Round

One Word that Describes You?

Evolving

One Word that Describes the WBC?

Community

What's your Dream Travel Destination?

Anywhere at this Point

Favorite Hobby?

Now that I have an infant daughter, trying to sleep!

Book that all WBC Members Should Read?

Stillness is the Key

Happy  Hour Drink of Choice?

Sparkling Water

0 Replies
Posted November 5, 2021 by Michele Renee Pace

Michelle Bucci currently serves as the US COO at NatWest Markets. As Chief Operating Officer, Michelle has direct oversight of all US operations and controls. After graduating from Providence College, Michelle started her career as a Settlements Analyst and has held various roles since Operations and Change. Throughout her career, she's developed a background  in Broker Dealer operations and by using her customer focused mindset, Michelle has been successful in delivering regulatory change initiatives and large scale transformation projects for NatWest Markets. In her free time, Michelle enjoys baking, cooking, and spending time with her family. 


#FridayFaces Rising Star Q&A

 Best Career Advice You've Received...
You own your own career. While others will support you along the way, no one can truly advance you but you, so make it part of your job to advocate for yourself and take the time to plan for your goals.

Most Impactful Experience as a Member of the WBC Community...
While when we face struggles, whether at work or at home, it may feel like they are challenges that are uniquely ours, ultimately there’s a large network of women out there going through some of the same things. So using that network and learning from others shared experiences, not only helps us work through problems, but also relieves the burden of going through it on your own. 

How You Have Overcome Challenges in Your Career...
The transition from doing the work and focusing on my individual performance to leading others is by far the toughest transition and I think a very common challenge as people step into management roles. I constantly remind myself that I need to remember that in leadership when our teams succeed, so do we and it’s ok to own those successes as well as my individual contributions.

Advice for the Next Generation of Rising Stars...
A few impactful pieces of advice for the next generation of Rising Stars are:
- Take a risk on the less obvious choice – draw your path in pencil not pen
- Network and engage with leadership and across the organization
- Find opportunities to work on presentation skills
- Don’t forget the work is still just as important as the networking – that’s what’s going to garner support for you

 Lightning Round
One word that describes you?
Strategic

One word that describes WBC? 
Empowering

What’s your dream travel destination?
Fiji

Favorite hobby? 
Cooking / Baking

Book that all WBC members should read?
I just finished 'Start with Why' by Simon Sinek as part of a book club - definitely worth the read

Happy hour drink of choice?
Tito's and Soda (add a splash of Cran for a treat)

0 Replies
Posted October 29, 2021 by Michele Renee Pace

Christine Johnson is a Director of Product Management within the product team at Capital One Retail Bank. In this role, she leads product and technology teams focused on building innovative, intuitive money movement features that reflect its customer needs. Previously, Christine was a senior manager at Ernst & Young Digital where was a product practice leader and led large engagement teams. She has more than 8 years of diverse experience within financial services and technology at various large global clients. Christine went to the University of North Carolina and was an NCAA All American track athlete. 

#FridayFaces Rising Star Q&A

Best Career Advice You've Received...
Timing is everything. You can have a brilliant idea that would fulfill unmet customers needs and drive business goals but if the firm, its people and the market isn’t ready yet, then that idea won’t get adopted. Always evaluate if it is the right time and environment to introduce a strategic idea or feature. 

Most Rewarding Experience as a member of the WBC...
During the Rising Star Experience, I learned how to craft a compelling vision statement and communicate it to my team and peers. When I started my new product lead role at Capital One, I was able to use this lesson in order to develop and share my pod’s vision statement for our money movement experiences. This was invaluable for my team to evaluate and align their product visions and intent to. 

How You Have Overcome Challenges in Your Career...
At one point in my career, I was faced with navigating an acquisition when our digital agency was purchased to start a global digital transformation group. In moving from a small local agency to a massive company, I experienced a tremendous amount of change in culture, client problems and ways of working. I was struggling to coexist in an environment where I felt like I had to conform to existing services and frameworks. I soon learned that coming in with new ways of working was not going to help me fit in or make a difference without resistance. To overcome these challenges, I adopted a “collaborative, show not tell” style and showed empathy to better understand the problem being solved. That allowed us to stitch together the best of our talent and assets in a more meaningful way. Showing and teaching new ways of working proved to be a better way of getting buy-in with stakeholders. 

Advice for the Next Generation of Rising Stars...
You must try to be comfortable with being both different from others and intently learning from others. Regardless of the work situation or problem, I encourage you to listen deeply to sense and identify problems, then don't be afraid to solve them in a unique way. Approaching problem solving differently is important and it requires practicing empathy. Empathy for your team, your customers and your clients. 

Lightning Round

One word that describes you?
Energetic 

One word that describes WBC? 
Connections

What’s your dream travel destination?
Thailand

Favorite hobby? 
Trail running

Book that all WBC members should read?
No Rules Rules Netflix and the Culture of Reinvention

Happy hour drink of choice?
Dirty Martini 

0 Replies
Posted October 22, 2021 by Michele Renee Pace

Maria Velez works as a Client Service Manager for the SPV Admin Group, which facilitates unique client funding structures within BNY Mellon’s Corporate Trust Division. Her team manages structured Commercial Paper and Repo Programs in the U.S., Canada and EMEA. Maria is responsible for the daily administration, trade processing and compliance monitoring for the relationships within her client portfolio. Maria leads business development enhancements and liaises with analytics and technology to better service BNY Mellon’s clients. Maria has extensive experience in specialized reporting, UAT/QA Testing, project management and is an ICAgile Certified Professional. Maria also participated in the successful launch of the FRBNY Government Stimulus Program. Maria is a member of the Women’s Initiative Network and IMPACT Multicultural Network within BNY Mellon. 

#FridayFaces Rising Star Q&A

What is the best career advice you've received? 

Be confident but remain humble. View every person you meet as a potential door that may lead you to a new opportunity. It’s ok to say no. 

What was your most rewarding experience as a member of the WBC? 

WBC was an amazing priceless experience that was a true blessing. It showed me how to be present in the moment, how to achieve a work-life balance and gain a better perspective of myself. How to add value to others and become an admired leader as you lead, learn and return. I’ve met amazing ladies at the WBC and it was an incredible learning experience being a Rising Star.

How have you overcome challenges in your career? 

My biggest challenge was not realizing my potential over the years and doubting my abilities. I allowed fear and intimidation to take control. Having a great support system and mentors helped tremendously. I’ve been blessed to maintain great relationships over the years with people I look up to. Receiving feedback and words of encouragement from them helped me soar. Sometimes you just need to step outside of your comfort zone and be reminded of how great you are in order to grow your inner confidence. By being true to myself I’ve learned to embrace being the only Latina in a room.

What is your advice for the next generation of Rising Stars? 

Never be afraid to know your worth and it’s ok to be assertive. Always remember to be present and invest in yourself. Don’t give up and never stop learning as the sky is the limit.

Lightning Round 

One word that describes you? 
Driven

One word that describes WBC? 
Invaluable

What’s your dream travel destination?
Egypt

Favorite hobby? 
Traveling & attending Food and Wine Festivals

Book that all WBC members should read?
Super Attractor by Gabrielle Bernstein

Happy hour drink of choice?
Prosecco 

 

0 Replies
Posted October 15, 2021 by Michele Renee Pace

Sara Lopez is a Vice President in Citi’s Leveraged Finance Group, where she is responsible for raising debt capital for non-investment grade companies primarily across the Airline, Industrial, Retail, and Homebuilding sectors. Her notable transaction experience includes the leveraged buyout by BC Partners of PetSmart, CD&R / Soleni' acquisition of BASF’s paper and water chemicals business, Crown Holdings’ acquisition of Signode Industrial Group, and the merger of PQ Group and Eco Services. 

She has ten years of experience in the industry and began her career in Citi’s Private Banking division in their Business Planning and Analysis division in 2011. Sara received her Bachelor’s degree in Economics and History from Syracuse University where she was a member of the Division 1 Cheerleading Team and active in several philanthropic groups. In 2019, Sara was selected to receive the Women’s Bond Club “Rising Star” award. While at Citi, she has been a crucial member in recruiting women to the firm and becoming a mentor for both interns and full time analysts. Sara is Series 7, 63 and 69 licensed. 

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?
Don’t let others manage your career. Be vocal about what you can, can’t and, most importantly, want to do. Narrate your story.  Also, build your platform; your network should support you! 

 Share something impactful that you have learned or experienced from being a part WBC Community:
The WBC Community! It has been so amazing getting to meet other successful women both at Citi and across other firms. Being able to get advice from this community has been extremely helpful for me especially as I start my family. 

What’s the biggest challenge you’ve faced in your career and how did you overcome it?
Taking maternity leave and then coming back to work. I was so nervous that I would either be replaced or wouldn’t be missed when I was leaving and then anxious about the return after baby. After talking to a number of women, many in the WBC community, I created a plan for both transitions – to and from maternity leave. Happy to say it worked out very well and all my clients continued to receive the excellent coverage they expected while I was out. 

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Invest in your network and in yourself. Take time to get to know who you are working with at all levels. We sometimes forget there is a human aspect to this job but it is so important. It will help you stay grounded but that network is who you will turn to when you need advice. 

Lightning Round: 
 
One word that describes you?
Driven 

One word that describes WBC? 
Community 

Dream travel destination? 
Greece 

Favorite hobby? 
Gardening 

A book that all WBC members should read?
Red Notice: A True Story of High Finance, Murder, and One Man's Fight for Justice by Bill Browder 

Happy hour drink of choice?
Martini with stuffed blue cheese olives 
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Posted October 8, 2021 by Michele Renee Pace

Angelique Ahmed is Chief of Staff to Goldman Sachs Personal Financial Management.Prior to joining Goldman Sachs,Angelique was a Director with KPMG’s Financial Services Management Consulting practice where she was the recipient of the Women’s Bond Club Rising Star Award for 2017. Angelique received a Bachelor’s degree in Economics from Bard College and a Masters in International Economics and Finance from Brandeis University. She has lived in Asia, the US and Europe. When not working, Angelique enjoys learning new things.

Friday Faces Rising Star Q&A

Best Career Advice You've Received...

Doing the best at this moment puts you in the best place for the next moment.

Most Impactful Experience as a Member of the WBC Community...

Every volunteer session at The Grace Institute has left an impact on me but the most memorable was conducting a confidence building workshop for new program graduates prior to their 1st job interviews.

Favorite WBC Memory...

Speaking on a panel alongside three other Rising Stars to a large group of young women at a public school in lower Manhattan who had just received their college acceptances. We shared our personal experiences of how and why we decided to go to college, and answered their insightful questions on why it makes sense for them to make this investment.

Advice for the Next Generation of Rising Stars...

Empowered women empower women. Pass it forward.

Lightning Round

One word that describes you?

Capricorn

One word that describes WBC?

Community

What's your dream travel destination? 

Namibia

Favorite Hobby?

Reading on a plane

Book that all WBC Members should read?

Grid by Angela Duckworth


Happy hour drink of choice?

Grapefruit Soju

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Posted October 1, 2021 by Michele Renee Pace

Raina R Valappilakath drives big data platform projects with Agile and Waterfall methodologies at Credit Suisse’s CIO division. She is a certified scrum master SSM SAFe Agile 5.0, and has been focusing on partnership and delivery in various technology leadership roles within Credit Suisse for 13 years. Raina has been the Credit Suisse representative to the Womens Bond Club rising star program (2015-2016) and has held positions on the board of non-profit organizations like NANMMA and WAWS (Women at Workspace).

Raina holds a Master’s degree in Information Systems, having graduated from NJIT (New Jersey Institute of Technology) in 2008.

#FridayFaces Rising Star Q&A 

What is the best career advice you've received? 

What has reached you was never meant to miss you, what has missed you was never meant to reach you.

What is the most impactful experience you have had as a member of the WBC Community?

Every WBC Rising Star leadership monthly program meeting was a unique learning opportunity. My favorite one was when our coach urged us to leverage our strengths. It took some introspection and lots of planning around practical implementation, but once I was able to pull it off, it helped me manage my workday and schedule much better.

How have you overcome challenges in your career?

I was the project manager of a high visibility project with tight deadlines when the lead test manager left the firm in the middle of User Acceptance testing. We had 10 working days left and the Quality Assurance team had no resources available to loan. At the time it was a hard choice to wear the additional hat of a test manager. I had to learn new tools and understand the inner workings of the QA process. I fell right into it, so much so that after the UAT was signed off, I went through the list of team members, recognized potential in a Business Analyst and trained him to be a test manager. For the next few years I had a trained test manager and he had a new job title which he built on and has been maintaining to date.

What is your advice for the next generation of rising stars? 

Embrace your adversities. For in them, you will find your success, strength and purpose.


Lightning Round 

One word that describes you? 
Resilient 

One word that describes WBC? 
Passionate

What’s your dream travel destination?
Marrakech, Morocco

Favorite hobby? 
Art, Calligraphy, Pottery, Gardening 

Book that all WBC members should read?
Outliers by Malcolm Gladwell and Lean In by Sheryl Sandberg

Happy hour drink of choice?
Virgin Mojito

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Posted September 24, 2021 by Michele Renee Pace

Priya Rajani is currently leading client strategy for the North America Corporate client franchise within Citi’s Global Markets organization. She is responsible for cross business development focused on optimizing revenue channels and partnership with sales and product teams across FX and Rates. Previously, she worked in the Citi Private Bank O&T franchise driving expense management initiatives such as location strategy, right sizing organizational models and reengineering processes. Priya holds an MBA in Finance and Investments from CUNY, New York and a Masters in Accounting from Mumbai University, India. In 2019, she was featured in the American Banker July 2019 issue alongside Sara Wechter, head of Citi HR, for her contributions to diversity at Citi. She also leads professional development initiatives for the NAM Markets franchise in Citi through the Women’s Bond Club programs. In addition, she serves as the co-chair for the Citi Asian Heritage Network – NY Chapter. She enjoys traveling with her family and is also very passionate about dancing.

#FridayFaces Rising Star Q&A 

 

What is the best career advice you've received? 

There is absolutely nothing that you can’t do. As long as you want to do it, you can do it.

What is the most rewarding experience you have had as a member of the WBC?

The most valuable learning I've had from the WBC is to ‘Return’. When I became the Rising Star for Citi in 2012, I had a strong will to return to the community. Right after the program ended, I contacted 6 MDs in the organization to form a committee to help pay it forward to our WBC members internally. Today, we have 60 members in Citi and we run great internal programs in partnership with the WBC. This is our 10th year with the WBC and I am proud that I have been associated with WBC related efforts at the firm.

How have you overcome challenges in your career?

The biggest challenge I faced in my career was when I had to convince an MD to right-shore 30% of his functions from USA to India, given the cost reduction targets assigned to the business during the 2008 crisis. This MD was against the idea of having a portion of his team in a different country.

I was only an Associate then and many other MDs couldn’t convince him. The way I resolved it was to outline a detailed execution plan, including the pros and cons and a resolution for all the foreseeable problems. I was able to earn his trust right away and he agreed to follow my plan. 2 years later he actually managed to offshore 50% of his team’s functions to countries outside of USA and also has been running his operations successfully since then.

What is your advice for the next generation of rising stars? 

Pay it forward as you move along, as one good deed may lead to another.

Lightning Round 

One word that describes you? 
Pitbull

One word that describes WBC? 
Pillar

What’s your dream travel destination?
Mt. Kilimanjaro 

Favorite hobby? 
Dancing

Book that all WBC members should read?
Dare to Lead, Brené Brown
Lean In, Sheryl Sandberg


Happy hour drink of choice?
Jalapeno Margarita

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Posted September 17, 2021 by Michele Renee Pace

As Head of Customer Sales and Trading, US, Casey Spezzano provides leadership and supervision for NatWest Markets’ currencies, rates and credit trading and sales businesses in the US and global USD trading. Additionally, Casey sits on the US Management Committee and the Board of Directors for NatWest Markets Securities Inc, and, along with fellow members, is responsible for setting, implementing and monitoring business strategy in the region, as well as the governance of the risk and control environment. As the Executive Sponsor for the US Learning & Development Agenda and previous member of the US Women’s Network Steering Committee, Casey has taken an active role in creating and strengthening the talent development offerings across the organization. Casey joined the bank in 2003 as a fixed income trader, and most recently served as Head of US Flow Collateral Trading, Futures and FX Prime Brokerage. Over her 18 years with the bank, Casey has held roles of increasing responsibility across sales and trading. She has been responsible for funding the US broker dealer and managing the US dollar balance sheet, allocating resources across our US customer franchise while deepening key customer relationships. Casey has a high profile within the banking industry as Vice Chair of the SIFMA Rates and Funding Committee, member of the Bank of New York Client Advisory Council, and, most recently, joined the Treasury Market Best Practice Group as Vice Chair.  Casey also sits on the Board of Trustees for Sacred Heart Academy in Hempstead, NY. Casey has a MBA from Columbia Business School and a BA from the College of the Holy Cross. Outside of the office, Casey remains active by playing golf, tennis and paddle while raising her three young children with her husband in Darien, Connecticut.

#FridayFaces Rising Star Q&A


Best Career Advice You've Received...

In times of change come great opportunities.

Most Impactful Experience as a Member of the WBC Community...
I would have to say the Rising Star program – the group executive coaching sessions and the network and friendships that I have made across my rising star class has been the most rewarding. At NWM, we have modeled an internal development program based on the WBC Rising Star program because it was such a valuable experience. 

Advice for the Next Generation of Rising Stars...
Never get comfortable – as soon as you feel you “mastered” your role, start looking for additional growth opportunities. 

How You Have Overcome Challenges in Your Career...
Throughout my career, when I have reached a challenge, I have looked to my mentors and trusted advisors for advice. I have never been afraid to ask for help or feedback along the way. My network has been extremely influential for me, especially during times of transition. The most valuable members of your network are the ones that ask you the hard questions and don’t stop challenging you. You know who are you, so thank you! For me, this approach has helped me navigate the roadblocks in my path and determine the best way forward. If you don’t have a strong network who will support you when you need it, it is never too late in your career to start building one. 


Lightning Round
One word that describes you? 
Determined

One word that describes WBC? 
Network

What’s your dream travel destination?
New Zealand

Favorite hobby? 
Golfing

Book that all WBC members should read?
Presence by Amy Cuddy

Happy hour drink of choice?
Glass of wine


0 Replies
Posted September 10, 2021 by Michele Renee Pace

Marta Bezoari is an executive vice president at PIMCO. She is the head of strategy and communications for global human resources, and head of inclusion and diversity strategy globally. She is responsible for leading strategic initiatives to modernize the HR organization, including overseeing the integration of inclusion and diversity goals across business and talent strategy decisions, driving HR business continuity planning, and overseeing the global talent development team. Previously, she was head of strategy and business management for PIMCO Asia-Pacific based in Hong Kong. Before that, she was an account manager in New York, focused on institutional investment consultants. Prior to joining PIMCO in 2011, she was an associate in the structured products and alternative risks group at Deutsche Bank, London. In 2016, Ms. Bezoari received the "Rising Star Award" from the Women's Bond Club of New York. She is also on the board of directors of Mercado Global. She has 14 years of investment and financial services experience and holds an MBA from MIT Sloan School of Management and an undergraduate degree in mathematics and physics from King's College London.


#FridayFaces Rising Star Q&A


Best Career Advice You've Received...
One of the most memorable – and important – pieces of advice I ever got was this: it’s about the journey and not the destination. My path at PIMCO, and in the industry more broadly, hasn’t been linear. From the start, it’s been about the experiences and skills I’ve developed over time as a way of opening doors to new opportunities. Having stepped into different roles over time around the world, it has been incredibly rewarding to see yourself progress when something was originally scary or new. The more I experience change the less I fear it. Now more than ever, I am beginning to understand.


Most Rewarding Experience as a member of the WBC...
The connections I made in my Rising Star class have been invaluable – five years on from the program, with multiple moves, relocations and life changes, I am still in touch with my classmates. Throughout COVID, we had a number of catch up calls, traded stories, shared career updates and kept each other going. The support you get from being in a network of talented, exceptional, women leaders is so inspiring and motivating.

How You Have Overcome Challenges in Your Career...
The biggest challenge I’ve faced has been finding a path that feels authentic to me. Women are on 
the receiving end of a very specific narrative around what a successful career path is, which industries and functions to be in, as well as what personal decisions they need to make along the way to fit an outdated notion of what success looks like. In reality, there is diversity among women too – we are not all the same; in fact, we have different interests, motivations, preferences and dreams. To overcome this, I sought out different mentors both male and female, and leveraged my PIMCO managers in different roles to help me forge a different career path to the norm or what was expected; one that I could be excited by, shaped around my interests and motivations.  

Advice for the Next Generation of Rising Stars...
My golden advice is to focus on yourself, and the skills and experiences you want to build over time. Our career paths span decades and they are not linear, so thinking long term will allow for a sustainable, growth-driven path, rich in different connections and learnings, that will in turn fulfill you intellectually, professionally and personally. Having a long-term perspective will also keep you grounded during inevitable moments of uncertainty and help you block out the noise of what everyone else is doing.  


Lightning Round


One word that describes you? 
Strategic

One word that describes WBC?
Connections

What’s your dream travel destination?
Namibia

Favorite hobby? 
Travel

Book that all WBC members should read?
The Art of War, by Sun Tsu

Happy hour drink of choice?
Sparkling water  

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Posted September 3, 2021 by Michele Renee Pace

Helena is an executive director in Nomura’s Technology division, with over a decade’s experience in program management and software delivery. Upon earning her graduate degree in Japan in 2008, Helena joined Nomura Tokyo through the Lehman acquisition that same year.  Helena relocated to Nomura’s London office in 2011 before moving to New York in 2015. 

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

Do not be afraid to take on new opportunities and believe in your ability to figure it out. 

Share something impactful that you have learned or experienced from being a part WBC Community.


It is great to be part of the WBC community, especially during this difficult year.  In addition to the WBC continuing to host events for its members, many women in my Rising Star year have stayed in touched. Through encouraging emails and video chats, we were able to create a space to support each other during these challenging times.   

What’s the biggest challenge you’ve faced in your career and how did you overcome it?

Having moved countries three times in one decade and working on various projects, I have found some situations more challenging than others.  Especially when you are new to an office and getting to know people, navigating certain situations can be difficult.  During these experiences I leaned on my support network and kept reminding myself that I have the ability to figure it out.  

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?

Connection and community is important.  Take advantage of the networks within your firm, and/or external, like WBC. Not only can these networks provide a link to career opportunities, but having support and learning from each other’s experiences is invaluable. 

Lightning Round: 

One word that describes you?

 Tenacious 

One word that describes WBC?

Community 

Dream travel destination?

Iceland

Favorite hobby?

Running

A book that all WBC members should read?

Dare to Lead, Brené Brown

Happy hour drink of choice?

Beer

0 Replies
Posted August 27, 2021 by Michele Renee Pace

Himani Rawal leads the US Futures Change strategy which involves transforming the NWM House Futures business. In her role, Himani partners with business leaders across NatWest Group to build strategic end to end capability for NWM to execute exchange traded derivatives for house trading. In her 16 years at the bank have spanned across geographies, including APAC, UK and US, enabling her to develop a global expertize in Transaction Management risk and control, trade integrity, life cycle management and client services. Himani has a Bachelor of Arts Degree (Honors) in International Economics from the University of Hertfordshire, UK. She is a member of the US Women’s Network Steering Committee, and a 2014 recipient of the Women’s Bond Club Rising Star award.


#FridayFaces Rising Star Q&A

Best Career Advice You've Received...

Do not be afraid to take a chance out of your comfort zone; it can lead to positive outcomes.

Most Impactful Experience as a Member of the WBC Community...

During the Rising Star Program, Robin Abramson, Executive Coach, told us a key to success is: “Be brief, be brilliant, be gone!” I practice this often when providing updates to stakeholders or senior managers. Mentoring and coaching WBC scholars has been rewarding and provided me with an opportunity to pay it forward and support young rising females as they navigate their careers. Mentoring allows me to gain perspective and see challenges and opportunities from a different lens. There is fierce competition out there, and the sheer determination and commitment from these young ladies is inspiring!

Advice for the Next Generation of Rising Stars...

Be your authentic self, and look for opportunities to raise your profile.

How You Have Overcome Challenges in Your Career...

My biggest challenge to date has been taking on a role where I have stepped outside of my comfort zone completely. Unlike previous roles where I was responsible for direct management of multiple teams that executed one function, this new opportunity demanded that I work cooperatively managing multiple business partners globally to deliver a strategic goal. I welcomed the opportunity to step out of my comfort zone and think about the business in a more holistic way. I leveraged the resources around me to build my knowledge of areas of the business for which I was not familiar, understand the expectations and risks presented by each piece of the project, and develop relationships of trust and confidence. I felt vulnerable at times because I was not necessarily the subject matter expert on everything, and on occasion still do, however, I appreciate that this experience provides an unique opportunity to diversify my skillset and make broader contributions to the global strategy of the firm.

Lightning Round

One word that describes you? 
Poised

One word that describes WBC? 
Inspiring 

What’s your dream travel destination?
Australia

Favorite hobby? 
Cycling 

Book that all WBC members should read?
The Power of Vulnerability by Brene Brown

Happy hour drink of choice?
G&T


0 Replies
Posted August 20, 2021 by Michele Renee Pace

Christina Butler has been with Equitable for 20 years. During her tenure, she’s held multiple roles across the organization including leadership positions in Strategic Initiatives, Wealth Management and Human Resources. She now leads the Remote Advice team which is responsible for managing relationships and providing financial advice.  The team is committed to helping clients meet their financial and life goals. Christina has her MBA , Series 7, 63, & 24 FINRA licenses, she is a Project Manager Professional, Change Management and Adaptive Leadership Facilitator and holds her Six Sigma Black Belt.

#FridayFaces Rising Star Q&A

Best Career Advice You've Received...

"Lean in" and volunteer for stretch assignments to grow your career. We all should get out of our comfort zones at times so we can strengthen our skills to reach our full potential.

Most Impactful Experience as a Member of the WBC Community...

As my company’s first Rising Star, I had the opportunity to help build our internal WBC network at Equitable. We created internal committees at Equitable to support growth of talented women in our organization and adopted the "Lead, Learn and Return’ mission."

How You Have Overcome Challenges in Your Career...

One of my personal challenges was taking command and demonstrating confidence during presentations to large audiences on stage when I transitioned to a sales leadership role. I watched other successful presenters for best practices and asked my manager for help. As leaders, we need to know when to ask for help to grow in our careers. With my manager's support, I was able to secure a few sessions with a coach which helped me tremendously for my first large presentation. When others now arise, I always practice with peers and co-workers to gather feedback on my presentation.

Advice for the Next Generation of Rising Stars...

My advice for emerging female leaders in the industry is to lift each other up and have confidence to achieve greatness.

Lightning Round

One word that describes you?

 Genuine

One word that describes WBC?

Inspirational

What’s your dream travel destination?

Hawaii. I have always wanted to go back with my husband and children.

Favorite hobby?

Watching my children’s sporting events, baseball & softball especially

Book that all WBC members should read?

Atomic Habits by James Clear

Happy hour drink of choice?

Cosmo

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Posted August 13, 2021 by Michele Renee Pace

Diana Shapiro is Director and North America Head of Citi’s FX and Collateral Service business lines which sit within Citi’s Security Services Franchise. In this role, Diana is responsible for delivering a suite of FX products and collateral management services to Citi’s institutional clients. Prior to her appointment, Diana served as a Futures and OTC Clearing product specialist where she played an integral role in shaping the firm’s infrastructure to support central counterparty clearing. Diana joined Citi in 2011 from Deutsche Bank where she spent seven years managing global project teams focused on areas such as Dodd Frank/Regulatory Reform, Risk and P&L, Operations and Market initiatives. Diana is an active member in the financial services industry; previously acting as the chair of the FIA Cleared Swaps Operations Committee and an active participant in a number of other industry committees. She frequently speaks at leading industry events and has been quoted in FIA Magazine and FTF News. Additionally, Diana has published thought leadership in DerivSource and Risk Magazine. She is also an active member of the Women’s Bond Club, is an Observer to the Board of Directors of Acadiasoft and is a VP on the EM Baker Elementary School PTO Board. Diana holds a Bachelor’s degree in Accounting and Finance from NYU Stern School of Business and is Series 7, 63 and 3 licensed. 

#FridayFaces Rising Star Q&A

Best Career Advice You've Received..

“Get comfortable with being uncomfortable.” Our business is constantly evolving and change is a constant. If you want to progress to the next level you need to be comfortable in putting yourself in situations where you can learn and grow. 

Most Rewarding Experience as a member of the WBC... 

During my tenor as a WBC 2015 rising star I was able to see first-hand the impact the club has on young talent. During one of our executive coaching sessions, Robin, the executive coach, told us that inspired leaders lead in all aspects of their lives. In both my professional and personal life, I strive to live up to this motto.

How You Have Overcome Challenges in Your Career... 

As a kid, I used to love putting together large jigsaw puzzles, organizing all the pieces and then putting them together to create a finished product. The more pieces and complex, the better. My career has taken a similar path. Like the jigsaw puzzles I put together as a kid, I have spent most of my career building new products and businesses and re-engineering existing products in order to improve return metrics and efficiency. At the same time I have built a family, taken care of and grieved my parents, and been chronically ill. I therefore can’t think of a single biggest challenge but a succession of different challenges that have made me the person I am today.

Advice for the Next Generation of Rising Stars..

Invest in the strength of your network. I know it is cliché but it is absolutely critical to build meaningful relationships with seniors, peers, juniors and clients. Some of the most pivotal points in my career have happened because of unsolicited praise of my performance and capabilities when I haven’t been in the room.

Lightning Round

One word that describes you?

Determined

One word that describes WBC?

Empowering

What's your dream travel destination?

Lizard Island, Australia

Favorite Hobby?

Tennis, Skiing, and playing with my kids

Book that all WBC Members should read?

Expect to Win by Carla A. Harris

Happy hour drink of choice?

Glass of chilled Riesling with friends

0 Replies
Posted August 6, 2021 by Michele Renee Pace

Justine Chen is the VP of Solution Development for Asset Management and Alternatives at FIS, where she leads both strategy and execution of portfolio solutions to strengthen packaged offerings. Prior to her current role, she led the technical professional services team for the same business, successfully transforming the group with improved business models and streamlined processes. Her creativity, determination and understanding of her peers and the team have contributed to her career advancement. She has earned the honorary title of “the Fixer” within her organization.  

Beyond  her daily job responsibilities, she has created many internal programs, like an innovation competition and volunteering platform to foster collaboration and inclusion. Through her leadership and personal work style, Justine is helping to create  acreate a positive and diverse  environment  for working families, one of her personal passions. 

Justine holds a Bachelor of Applied Science in Computer and Electrical Engineering from the University of British Columbia.  She was a recipient of the Women’s Bond Club Rising Star Award in 2013. 

#FridayFaces Rising Star Q&A

 What is the best advice you’ve received throughout your career?

 Natural leaders lead and they come in all shapes and sizes.  Get out of your own way and appreciate and be confident in the uniqueness of what you can bring to the table.  

Share something impactful that you have learned or experienced from being a part WBC Community:
I had the pleasure of getting to know many WBC Members from volunteering in two different communities.   On many occasions, they shared their stories and stories they have heard from people before them.  From listening to these stories, I realized that as time progresses, different challenges arise.   What I need to focus on is appreciating what others have done in the past to position us to rise to the next one. 

What’s the biggest challenge you’ve faced in your career and how did you overcome it?
The greatest challenge in my career was a moment when the next step was truly unclear. It forced me to reach out and find my next opportunity. It taught me how to find answers instead of waiting for them.

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Listen to others and seek advice but trust yourself in the path you have chosen to go on. 

Lightning Round: 
One word that describes you?
Efficient
One word that describes WBC? 
Legacy
Dream travel destination? 
Prague
Favorite hobby? 
Finding Deals
A book that all WBC members should read?
Good to Great
Happy hour drink of choice?
Ginger Ale

0 Replies
Posted July 30, 2021 by Michele Renee Pace

Lauren Portnoi is a Director in Citi’s Corporate Banking division. She is a relationship manager for some of the bank’s largest, most global clients in the Technology and Professional Services industries. More specifically, she manages Citi’s balance sheet lending to these clients, and delivers Citi’s vast array of capital markets and treasury and trade solutions across the globe. In addition, she manages the team’s Associates as staffer, and leads other internal networking, mentoring and recruiting efforts. She has been in Corporate Banking at Citi for 10 years, with the exception of a 6-month rotation into Citi Ventures in 2019, where she helped with the firm’s venture investing and incubation efforts. Prior to her current role, Lauren graduated from Emory University’s Goizueta Business School and completed an internship with Citi’s Leveraged Finance team.

#FridayFaces - Rising Star Q&A

What is the best advice you’ve received throughout your career? 
To continuously think about my career goals for 5 years from now, and to be sure I’m building the right skill set each day in order to achieve those goals. Also, to be “brief and impactful”!

Share something impactful that you have learned or experienced from being a part WBC Community:
The leadership coaching offered by the WBC’s Rising Star program was amazing. I loved learning how to be intentional with all communication (even silence), and how “admired leaders” effectively balance power and likeability. The advice to have a separate “to do list” from my “tracking list” (i.e. follow ups) improved my organizational skills forever! 

 What’s the biggest challenge you’ve faced in your career and how did you overcome it?
Public speaking is always a big challenge for me, but preparation and practice have helped.

 What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
My best advice is to take full advantage of the coaching and networking opportunities offered by WBC. Even in a remote Zoom environment, our rising star class has built a great community and learned a ton.

Lightning Round: 
 
One word that describes you?
 
Trustworthy

One word that describes WBC?
 
Encouraging 

Dream travel destination?
 
South Africa 

Favorite hobby?
 
Being Active (tennis, golf, exercise classes, etc.)

A book that all WBC members should read?
 
The Girl with the Louding Voice 

Happy hour drink of choice?
 
Spicy Margarita or a glass of white wine!
0 Replies
Posted July 23, 2021 by Michele Renee Pace

Genesis Anzures is originally from Mexico. She has a major in Economics and a master’s in Financial Engineering from Columbia University. Genesis started working at Thomson Reuters as an intern and now she is an Evaluator at the Evaluated Pricing Service at Refinitiv. Genesis covers Latin America Fixed Income markets and co-leads projects for the Sovereign and Corporate Bonds team. She participates in Diversity & Inclusion Initiatives and is a member of the Refinitiv Women and Latino Networks. 

#FridayFaces Rising Star Q&A

Best Career Advice You've Received...

Keep trying. The correct time and circumstances will arrive.

Most Rewarding Experience as a member of the WBC...

Joining the WBC as a Rising Star was a positive change in my career. I was able to learn how to embrace professional challenges, acquire different skills to communicate strategically and develop my own brand. Most importantly, I am now able to give back by supporting other women fulfil their dreams.

How You Have Overcome Challenges in Your Career...

I've always compared myself with my peers. Understanding that I have a different background and embracing my strengths, helped me realize that I can achieve my goals in different ways.

Advice for the Next Generation of Rising Stars...
Believe in what you are doing and be patient.Sometimes results take a little longer than expected, but if you are true to yourself, you will succeed.

Lightning Round

One word that describes you?

Resilient 

One word that describes WBC? 

Return

Dream travel destination?

Galapagos Islands

Favorite hobby?

Cooking

A book that all WBC members should read?

Sapiens, A Brief History of Humankind

Happy hour drink of choice?

Margarita

0 Replies
Posted July 16, 2021 by Michele Renee Pace

Sujoyini (Joyi) Mandal is a strategy consultant and program manager with over eight years of global experience, focusing on financial services. She has a diverse academic and professional background having worked across the public sector (e.g. Government of Liberia and the Government of Singapore), international development organizations (e.g. the World Bank) and has been a part of KPMG’s capital markets team in New York for the past 6 years. A passionate and empathetic leader, she is committed to building a diverse and inclusive work environment, especially in her capacity as a Board Member of the KPMG Women’s Network and  the Harvard Kennedy School Alumni Network in New York . She is a 2020 Rising Star award winner, recognized by the Women’s Bond Club in New York. She is a trained Indian classical Kathak dancer and has performed internationally and within the United States.

#FridayFaces Rising Star Q&A

 

What is the best advice you’ve received throughout your career?
It’s ok to fail. Pick yourself up and keep growing and learning. Your attitude is a big part of your success.


Share something impactful that you have learned or experienced from being a part WBC Community.
While meeting the WBC Rising Star community has been empowering in itself, the Rising Star executive coaching on relationships and tactical ways to identify, maintain and cultivate my network (e.g. drip lists) has been very useful. The framework has made me more disciplined and focused on my professional relationships and I already see longer term benefits in micro actions I take every day.

What’s the biggest challenge you’ve faced in your career and how did you overcome it?
Recruiting and building a new international team in a virtual environment during COVID while continuing to seamlessly execute on client deliverables has been a challenge. I overcame it by instituting micro but regular practices of team building, a decentralized team structure, blocking out time during the work week to prevent burnout, and shorter meeting times to make the work week effective. 

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Reach out, connect, and don’t be afraid to fail and bring your authentic self to work every day. 

Lightning Round

One word that describes you?

Creative

One word that describes WBC? 

 Community

Dream travel destination?

Iran
Favorite hobby?

Music

A book that all WBC members should read?

Outliers

Happy hour drink of choice?

G&T

0 Replies
Posted July 9, 2021 by Michele Renee Pace

 Aysha Pride is a Lead Manager in the Equitable Audit Services department and has been with Equitable since May 2014. She is responsible for leading and conducting risk-based audit activities designed to identify organizational risks and evaluate the effectiveness of governance, risk management and the control environment. She recently earned the globally recognized Certified Internal Auditor (CIA) designation through the Institute of Internal Auditors (IIA). During her free time, she enjoys spending time with her husband and young children (ages 9, 7, and 6), reading, and coaching basketball. 

#FridayFaces Rising Star Q&A

Best Career Advice You've Received...

The best advice I received was to value and prioritize personal and professional relationships. As I continue to progress through my career, I’ve learned how to be intentional and strategic with relationships. The time you need a relationship is not the time you need to build one. I’ve developed a plan to maintain frequent and genuine contact with the individuals within my network. I’ve also become more aware of opportunities where I may be able to extend my network. The relationships I’ve developed over the years contribute to my personal and professional development.

Most Impactful Experience as a Member of the WBC Community...

The Rising Star Coaching Sessions were very impactful and effective. Over the course of six months, I had the opportunity to learn and network with exceptional leaders in the financial services industry. My most notable lesson involved how to be an effective communicator. Be brief, be brilliant, be gone! This mantra has helped frame my discussions to capture task, identity, and behavioral goals. You cannot not communicate; when you are not communicating, you are communicating. This lesson has helped me clarify my task goals, become more mindful on how I am being perceived, and be clear on actions required of others.

How You Have Overcome Challenges in Your Career...

An ongoing challenge I face in my career is prioritizing tasks, projects, and assignments. In effort to be more present and in the moment, I’ve had to put checks and balances in place to help manage conflicting priorities. I’ve been able to overcome this persistent challenge by reflecting upon the overall mission and objective to discern where my time is best spent. By doing so, it has allowed me to be more strategic when deciding what to do, defer, delegate or dump.

Advice for the Next Generation of Rising Stars...

My advice for emerging leaders and next generation rising stars would be to know your worth and take heed of the value you bring to your organization. Throughout your career journey, ensure you are effectively communicating your value to your peers and management team. I would encourage them to build a network to help with navigating through the ever-changing work environment. Lastly, I would encourage them to actively seek opportunities to become a mentor for other emerging female leaders to help continue the advancement of next generation rising stars.

Lightning Round


One word that describes you?

Collaborator

One word that describes WBC?

Advocacy

What's your dream travel destination?

 
Dominic Republic

Favorite Hobby?


Playing basketball

Book that all WBC members should read?


Grit – The Power of Power and Perseverance by Angela Duckworth

Happy Hour Drink of Choice?

Casamigos Blanco

0 Replies
Posted June 11, 2021 by Michele Renee Pace

Ms. Longo is a vice president and external advisor consultant for PIMCO Investments. She is responsible for the distribution of all mutual funds, managed accounts, alternative investments, and other investment products managed by PIMCO on Long Island and in the outer boroughs of New York City.  Prior to joining PIMCO in 2019, she was a Vice President, Advisor Consultant at Neuberger Berman and prior to that she worked at Morgan Stanley on both the Institutional and Wealth Management sides of the business. She has 14 years of investment experience and holds an undergraduate degree from Villanova University. 

#FridayFaces Rising Star Q&A 

 

 What is the best advice you’ve received throughout your career?

 N etwork, network, network!  And take chances! Early in my career, I was told the importance of networking.  Every opportunity that I’ve had since has come as the result of the network that I have built and by putting myself out of my comfort zone. 

Share something impactful that you have learned or experienced from being a part WBC Community.

 I’ve learned that there is a whole group of women in the industry, just like me, who are great to lean on for advice.  I recently became a mother, which is an incredible experience, but also brings on a lot of new responsibilities.  Navigating a demanding career and being a new mom can often feel overwhelming.  Having this amazing network of successful women who have been in my situation has been so helpful for me as I am adjusting to my new life. 

 
What’s the biggest challenge you’ve faced in your career and how did you overcome it?
The biggest challenge that I have faced in my career was trying to figure out “what I want to do when I grow up.”   I started my career in a data-driven role.  I have always been good at math, however I wasn’t passionate about crunching numbers all day long.  I overcame this by speaking with colleagues and mentors, asking for lots of feedback about my strengths and weaknesses, and once I decided the career path that I was most interested in, I spoke with those same trusted advisors about what steps to take to get there.

 What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Whether you think you can, or you think you can’t… you’re right.

Lightning Round

One word that describes you? 

Happy 

One word that describes WBC? 

Community

Dream travel destination? 

Lanai, Hawaii

Favorite hobby?

Running 

A book that all WBC members should read? 

Outliers

Happy hour drink of choice? 

Tequila club soda, with a splash of watermelon juice

0 Replies
Posted June 4, 2021 by Michele Renee Pace

Katie Norwalk is an audit manager in EY’s financial services practice with a focus on the banking industry. She has over seven years of experience serving a mix of large banks, community banks and private lenders. During her time at EY, Katie has also provided sustainably–focused entrepreneurs in Mexico and Peru with business development solutions as a team leader in the EY Earthwatch Ambassador program. More recently she is leading the development of a community banking specialized team within EY’s global delivery service center in India.

Katie graduated with an M.S. in Accounting and a B.S. in Commerce degree from the University of Virginia’s McIntire School of Commerce. Katie was named a Top Tier Facilitator for her contributions to firmwide training and has been recognized in EY’s Counselor Excellence Appreciation program for supporting the career development of others.

#FridayFaces Rising Star Q&A 

 

What is the best advice you’ve received throughout your career?
I received very simple advice very early on in my career – “the best person to take charge of your career is you.” Having the mindset to take control of my goals and how I work toward them is truly empowering and it’s advice I frequently give to others. 

Share something impactful that you have learned or experienced from being a part WBC Community:
As part of the Rising Star Program sponsored by the WBC, it’s been a privilege to develop relationships with inspiring women in finance. I’ve learned so much from the drive, confidence, and commitment to excellence that is evident in each of the women in the program and I value our candid conversations and the sharing of experiences that continues despite the “official” end to the program.

 
What’s the biggest challenge you’ve faced in your career and how did you overcome it?
An ongoing challenge I face in my career is learning when and how to advocate for myself, including how to say “no.” I’ve learned to ground my communication in empathy for others and not lose sight of the value I bring and continue to learn more as I face new challenges. 

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Ask people you trust what they think your biggest strengths are! Everyone tends to self-criticize and sometimes we don’t give ourselves enough credit for the qualities that make us stand out. Seeing yourself from the perspective of those who are close to you will give you new insights and help refine how you continue to develop yourself and your career. 

Lightning Round

 

One word that describes you?

Empathetic

One word that describes WBC?

Empowering

Dream travel destination?

Lavender fields in Provence

Favorite hobby?

My fiancée took up birdwatching and now it’s one of our favorite hobbies!

A book that all WBC members should read?

I love everything by Jane Austen and can’t imagine someone could live their life without reading her!

Happy hour drink of choice?

Martini, extra dirty

0 Replies
Posted May 28, 2021 by Michele Renee Pace

 

Lindsay Savariau is a Vice President and the US Rates and Credit Trading Business Manager at NatWest Markets. In her role, Lindsay works closely with the trading desks to support business growth, optimization and strategic delivery.  Lindsay has gained a broad range of experience from roles she has held across Finance and Operations, including leading strategic projects for the US operating model transformation, process redesign, and financial analysis.
Lindsay is co-chair of a regional employee led network with a mission to promote a culture where everyone feels valued, supported, and included, while contributing to the success of the business. She is also a member of the NWM Global Junior Management Team, a dedicated team that aims to be a voice for the junior population, build connectivity with the NatWest Markets Management Team and bring a fresh perspective to contribute to the strategic initiatives across NatWest Markets' areas of focus. Lindsay has a BA in Business Administration, Entrepreneurship from Pace University in Manhattan. 

#FridayFaces Rising Star Q&A

 

What is the best advice you’ve received throughout your career?
Be your authentic self –important both professionally and personally. While it sounds like a no brainer, too often we’re caught up in the “should do’s”, which in and of itself is taxing – leading to unnecessary stress and anxiety. Being your authentic self leads to more productivity and effectiveness, more trust, higher level of respect, and an overall better self-awareness.

Share something impactful that you have learned or experienced from being a part WBC Community

WBC Rising Stars Coaching program. While I’ve attended various coaching programs throughout my career, all which have been beneficial in different ways, the WBC Rising Stars Coaching Program was at a pivotal point in my career where I needed and appreciated it the most. Being together with women from different companies, backgrounds, and experiences, coupled with incredible coaches, has enlightened me, both personally and professionally, and allowed me to channel my energy to become an admired leader.

What’s the biggest challenge you’ve faced in your career and how did you overcome it?
Situational imposter syndrome.  There have been times when I haven’t been able to internalize and own my success. To my surprise (and quite frankly my relief), I learned that approximately 70% of people experienced imposter syndrome at some point in their lives (according to an article published in the International Journal of Behavioral Science). This was the first step for me to overcoming my challenge; I wasn’t alone!! I then turned to my network, the people that knew me best. The people that helped me highlight my achievements and recognize the work that I do. My support groups, then, and now, help me to overcome imposter syndrome when it arises.

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
My golden nugget of advice would be to get involved and increase visibility. You want your colleagues and senior executives in your company to be aware of your work, accomplishments, your overall value, whether that is through your day to day job or through additional initiatives you’ve taken on. You want to be thought of for opportunities that arise.


Lightening Round

One word that describes you?

Motivated

One word that describes WBC?

Empowering 

Dream travel destination?

Maldives

Favorite hobby?

Crafting

A book that all WBC members should read?

The Miracle Morning by Hal Elrod

Happy hour drink of choice?

Moscow Mule

0 Replies
Posted May 14, 2021 by Michele Renee Pace

Michelle Wiener is a Strategy & Consulting Manager in Accenture’s Capital Markets Practice, where she partners with North America’s largest financial services firms to define business strategies, target operating models, and technology solutions to transform businesses. In her 7 years there, Michelle has delivered post-merger integration efforts, driven operational excellence initiatives, and co-created a large-scale digital Wealth Management Platform. 

Michelle holds a Bachelor of Science from NYU’s Stern Undergraduate College. Throughout her career, Michelle has championed Diversity & Inclusion and led community efforts. She is Accenture’s recipient of the 2020 Women’s Bond Club Rising Star award and looking forward to pursuing her MBA this fall. 

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?
Strangely enough to ‘feel nervous constantly’. Not nervous to the point of stress but to feel just nervous enough that you’re always prepared and able to anticipate 80% of questions that come your way. This mindset has helped me to feel ready for anything that comes my way. 

Share something impactful that you have learned or experienced from being a part of the WBC Community:
As a Rising Star I received executive coaching from the CRA, and having this dedicated time forced me to become introspective and self-reflect in order to do the work and growth it takes to become the leader I want to be. I’m grateful for this time that I might not have taken outside this and how it’s changed my attitude and approach to how I work and how I lead others. 

What’s the biggest challenge you’ve faced in your career and how did you overcome it?
As a management consultant it can be challenging to work with new clients constantly and be an expert in their business. To overcome that I make it my responsibility to read constantly and be well-informed on industry news in general and specifically what’s happening in their space. 

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
My golden advice is borrowed but is aimed at targeting some of the ‘imposter syndrome’ that many emerging leaders like myself tend to struggle with – if they don’t give you a seat at the table, bring a folding chair. Remember that if you’re in the room you deserve to be there and to participate and be heard.  


Lightning Round

One word that describes you?

 Genuine

One word that describes WBC?

Supportive 

Dream travel destination?

Japan during cherry blossom season  

Favorite hobby?

Skiing, traveling and spending time with family – especially trips that are all 3!

A book that all WBC members should read?

What You Do Is Who You Are, by Ben Horowitz 

Happy hour drink of choice?

Cranberry Moscow Mule

0 Replies
Posted May 7, 2021 by Michele Renee Pace

Jamie Berger, Rising Star 2020 

Jamie Berger currently leads a team of Client Leaders, representing the entire IBM portfolio to large banking and financial markets clients in the east region.  Under Jamie’s leadership, this team drives $400m+ in annual IBM revenue by helping clients solve their biggest business challenges with the use of IBM services and technology.

Jamie has worked in the financial services industry for 10 years and has held a variety of IBM sales roles throughout her 15 years of service.   Most recently, Jamie led the US Foreign Banking Unit consisting of the worlds largest global banks.  Prior to that, Jamie was the Chief of Staff for the General Manager of the Financial Services Market at IBM.  She has worked as a client executive supporting top financial services institutions, a software client leader and sold IBM’s extensive security portfolio.  Jamie is viewed as a leader within the Financial Services market, partnering with colleagues across all brands of IBM to build valuable relationships and drive overall growth and success of the market and IBM.  

In addition to being a sales leader, Jamie is the Financial Services Market focal for IBM’s Summit Sales Program.  She was the 2020 recipient of the Women’s BOND Club “Rising Star Award” and is currently participating in The Securities Industry Institute (SII) executive development program.  

 Jamie holds a Business Administration degree from Northeastern University.  She lives on the Upper West Side in Manhattan.  Her hobbies include physical fitness, travel, skiing, golf, tennis, cooking and being an Aunt.

#FridayFaces Rising Star Q&A

 

What is the best advice you’ve received throughout your career?
Challenge yourself to regularly push outside of your comfort zone.  You’ll be impressed with what you can achieve.  

Share something impactful that you have learned or experienced from being a part WBC Community.
I really benefitted from the session “Making People Better Through Feedback and Coaching”. As a new manager, I was struggling to deliver both positive and critical feedback to my team.  Following this session, I now ensure feedback is as actionable and received in the right valence (positive or negative). I also learned a lot from the session homework to solicit feedback from others in my life!

What’s the biggest challenge you’ve faced in your career and how did you overcome it?
I’ve always over analyzed the decision to make my next career move and have found the best way to overcome analysis paralysis is to discuss with my mentors (both personal and professional) and write down the pros/cons.  Once I make a decision – I remain confident and excited for my next step!

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Don’t get emotional – take a deep breath/go for a walk then act on facts and with a level head (even if you’re freaking out inside).


Lightning Round 

One word that describes you? 

 Active.

One word that describes WBC?

Inspiration.

Dream travel destination?

Is this a trick question?? Thanks to COVID, going anywhere outside of my apartment is a dream destination!

Favorite hobby?

Spending quality time with my 3 little nephews.

A book that all WBC members should read? 

I’m big into “beach reads” these days.  It gives me a chance to decompress.  

Happy hour drink of choice?

Glass of red wine.

0 Replies
Posted April 30, 2021 by Michele Renee Pace

Sara Ly, Rising Star 2020

Sara Ly has 4 years of experience as an Account Executive for an elite financial services client at Cognizant. In this role, Sara supports multiple disciplines in the global account team spread across New York, Zurich, London, Pune, and Singapore. Sara leads pre-sales for strategic engagements in a consultative business development capacity and anchors the account operations to drive improvements on balanced scorecard KPIs including net promoter score, growth, margins, and pipeline. For the executive leadership, Sara also participates actively in strategic planning and execution for the business unit in the areas of account planning, customer experience, operations effectiveness, and skills development.


Outside of her role, Sara contributes actively to Cognizant’s Pan-Asian Group by co-leading the newly formed affinity group and she is also an ambassador for Cognizant’s Early Career Talent, providing mentorship to help Gen-Z associates assimilate into the organization. Sara studied Business Management at Boston University. When Sara’s not at work, she loves to go kick-boxing or experiment in her newfound passion for cooking Vietnamese cuisine.


#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?
Working for the right manager that advocates for your professional growth is just as important as the role you play in advancing your career. Your manager is the one who will advocate for you, provide mentorship for your career growth, and open new opportunities to learn different skills.

Share something impactful that you have learned or experienced from being a part WBC Community.
What stood out to me most was the coaching session around relationships. I have always treasured my relationships with any individuals that have made an impact in my life whether it was professionally or personally, but I was never very proactive in reaching out. Hearing from the coaches about how relationships should be owned for life made me become more proactive about each relationship – personally reaching out to re-ignite lost connections and consistently maintaining new ones. 

What’s the biggest challenge you’ve faced in your career and how did you overcome it?
I was tasked to lead the planning of a global DevOps expo across all client locations. As it was first of its kind, I did not have a playbook to follow. I took on the challenge, applied similar experiences for these types of programs, learned from Subject Matter Experts, and ultimately formulated my own playbook, which was referenced org-wide for the following expos in the series. This experience confirmed I could take on any new challenge as long as I was determined and persevered with an end-goal in mind.

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?
Don’t be afraid to reach out to people and grow your network. Your network is what makes your net worth. You never know if the person you meet will one day become your peer, your boss, or your mentor. 

Lightning Round 

One word that describes you? 
Motivated

One word that describes WBC? 
Empowering

Dream travel destination? 
Maldives

Favorite hobby? 

Kickboxing

Happy hour drink of choice?

Hibiki on the rocks 

0 Replies
Posted April 23, 2021 by Michele Renee Pace

Liz Bachelder, Rising Star 2020

 

 

Liz Bachelder is a Director in the Strategic Initiatives Group at S&P Global Ratings, where she leads execution of the company’s Environmental, Social, and Governance (ESG) strategy and oversees the development and launch of new products.

Prior to this role, Liz was a credit analyst in the U.S. Public Finance (USPF) Ratings team covering not-for-profit hospitals and health systems and municipalities, counties, and school districts. She has also served as a member of the USPF business management team. Liz started her career with S&P Global in 2013.

Liz holds a Bachelor of Arts in Economics from Wellesley College and is currently pursuing her MBA from Cornell University. She is a recipient of the Gold ACE award for innovation, the Women’s Bond Club Rising Star award, and has earned a lean six-sigma green belt.

#FridayFaces Rising Star Q&A

What is the best advice you’ve received throughout your career?

Think critically and be hard on your beliefs. We all have biases and blind spots that can easily lead us to the wrong conclusions if we don’t work hard to neutralize them. If you think you know something, check by asking: “Do I know it, or do I just think it? And if I know it, how do I know it?” 

Share something impactful that you have learned or experienced from being a part of the WBC Community

The WBC was founded in 1921 by Betty Cook, one of the earliest female bond traders on Wall Street, on the principle of “Women Helping Women.” One hundred years later, I was fortunate to become a beneficiary of this principle when my company, S&P Global Ratings, nominated me for a WBC Rising Star award. Through the WBC, my fellow Rising Stars and I received six months of leadership development coaching that has had a transformative effect on my work and life. For an example of the kinds of topics we covered, see this piece on leadership style that Robin Abramson, one of our coaches, co-authored for the Harvard Business Review. It is a must-read for anyone who has ever been told “You need more gravitas,” or “You need to be more confident.” 

What’s the biggest challenge you’ve faced in your career and how did you overcome it?

My biggest career challenge has been to develop a less rigid definition of authenticity and resist the temptation to use authenticity as an excuse not to grow. What made me successful in the early stages of my career is not what’s going to make me successful going forward and may even get in the way. However, changing my behaviors and style to match new demands and expectations is uncomfortable and can feel “inauthentic.” I work on overcoming this by surrounding myself with diverse role models and thinking of my authentic self as always in “prototype mode.” Herminia Ibarra of London Business School has done great writing on this topic. 

What is your golden advice for emerging female leaders/ Next Gen Rising Stars in the industry today?

The standard guidance for young people is to “Dream Big,” but I advise not to get too hung up on long-term goals. Instead, passionately pursue short-term goals. Do a good job with whatever is in front of you now and the next worthwhile pursuit will appear.   

 

Lightning Round

One word that describes you?

Open-to-change

One word that describes WBC?

Leading

Dream travel destination?

The fjords of Norway and the U.S. National Parks

Favorite hobby?

I love going to concerts and playing the piano. I also enjoy reading, and – like everyone else in the world – am always trying to read more! Playing the Piano

A book that all WBC members should read?

Influence: The Psychology of Persuasion by Robert Cialdini

Happy hour drink of choice?

I thought choosing one book was challenging -- choosing one drink is even more challenging! An old fashioned is my favorite cocktail, but it’s hard to beat a nice glass of wine.

0 Replies
Posted April 13, 2021 by Grace Kim

Ivette Collazo

 

Ivette Collazo is a Managing Director – Category Director Market Data at State Street Corporation within the Global Procurement, Finance division. Ivette leads the procurement team responsible for overseeing its market data strategy to align with the firm’s strategic objectives as it pertains to its financial information requirements.

 Ivette brings over 25 years’ experience in the data and technology industry. She started her career at Bloomberg LP and ascended through the ranks to lead regional sales and account management handling key institutional buyside clients. In addition, Ivette was a part of Bloomberg’s intrapreneurial team that founded and launched Bloomberg’s fixed income electronic trading eco-system, specifically Bloomberg Bond trader.

In 2001, Ivette joined BrokerTec, a cross industry fin-tech electronic trading venture led by the world’s largest investment banks. There, Ivette oversaw Marketing, Media and Market Data and executed on the marketing and data strategy. Post-acquisition by ICAP in 2004, Ivette continued to oversee Marketing and Media Relationships and led the Americas data business managing ICAP’s critical channel partner relationships. 

Most recently, Ivette was at BlackRock within its Index and Data Solutions team as the Global Head of the Relationship Management supporting enterprise, strategic data initiatives and oversaw the management of the firm’s market data vendors in alignment with the firm’s market data strategy.

Ivette graduated from West Virginia University with a BSBA, emphasis in Finance.

Ivette is a member of the Financial Information Services Division, FISD,  and is on the Executive Committee. 

Throughout her career, Ivette has been active in Diversity and Inclusion efforts and has participated in the women’s networks as an advocate and mentor.  Ivette is on the Board of the Women’s Bond Club and is Co-Chair of the Technology Committee and was recognized in 2004 as a WBC Rising Star award recipient.

 

#FridayFaces Board Member Q&A

 

What made you want to be on the board of WBC and how does the work inspire/motivate you?

As a Rising Star recipient, I admired and was inspired by the women who were on the Board. Their ability to balance their careers, as well as forge the path for women to be relevant in their firms and across the financial services community, was admirable. In 2018, I was fortunate to be elected to the WBC Board. Being a part of a collaboration with my fellow Board Members who are individually accomplished, trailblazers, motivates me to continue the legacy and heritage of leading the Club forward in its mission to enable and empower women in financial services. 

 

What’s a risk you’ve taken to get to where you are today in your career?

I left a well-known, established company for a startup. It was scary to take a leap of faith and go to a startup but this move allowed me to stretch my skills and develop knowledge in areas where I had no previous experience. These new opportunities really help me to expand my skills of strategic thinking, business development and negotiation skills. Presenting to groups at every level on product/development programs and thinking and researching what made people in our business effective and successful was a valuable experience. Taking risks can be daunting but focus on the possibilities and take the risk. By taking a chance – and with the support and advocacy from allies and mentors – making this career change is what ultimately led me to the WBC.

 

What was your first job?

I started my career at Bloomberg LP. Given I am fluent in Spanish, I was hired as a Senior Research and Data Associate covering Latin American markets, global economic and index data. Working at Bloomberg was the equivalent of achieving an MBA in Finance as it allowed me to learn the markets firsthand, as well as appreciate the financial services industry vertical. Further, the opportunity allowed me to be part of a company that was in my view “an original Fintech” with a culture that embraced innovation and allowed me to learn from strong women. I’m extremely thankful for the financial market knowledge and business acumen I developed and how this translated to other career and professional growth opportunities.

 

What makes you passionate about financial services and what opportunities do you see for the future of the industry?  

The financial services industry continues to evolve and it’s inspiring to see the innovation that is occurring at such an accelerated pace. It is inspiring to witness how large, financial services firms are addressing and taking leadership positions on environmental, social and governance challenges. We see our WBC member firms taking actions to advocate and be a leading voice to promote and adopt approaches to foster greater diversity and inclusion. My own firm, State Street, has played a prominent role to advocate through the ‘Fearless Girl’ campaign for increasing company board representation to include more women and diverse talent. Over the last four years, State Street Global Advisors - State Street’s asset management division -- has identified and reached out to more than 1,486 companies in the US, UK, Australia, Japan, Europe, Canada, Hong Kong and Singapore that had no women on their boards through direct engagement, a letter writing campaign or using our vote to address their lack of board diversity. 

We’ve seen real progress as a result of these efforts — 862 (approximately 58%) of the companies we identified as lacking a single woman director have added a woman to their board, as of February 2021. While 862 companies have placed women on their boards, there is still more work to be done. We will continue our engagement and voting efforts in 2021. 

Again, it’s a journey and we’ve only started to witness the power of our collective community to promote women to the highest levels. My hope is the term “breaking glass ceilings” will be a phrase that is part of the past.

 

What is your golden advice for emerging female leaders in the industry today?

Having been in leadership roles for both large and small companies, I’ve learned its important to always stay true to certain tenants:

·       Be clear with what you expect of people, equip them, and then get out of the way.

·       Invest in yourself and take ownership and initiative to develop your business acumen, be curious and acquire knowledge.

·       Build a foundation of the basic skills of finance: revenue/profit and loss, weighing risk; leadership skills and develop your own leadership style.

·       Develop strategic perspectives by knowing your industry, your peers, the landscape of the industry where we operate and familiarize yourself with technology and how it applies to you and enables what you do.

·       Learn to communicate effectively to convey your point of view and do not shy away from owning your destiny and cultivate relationships and your network. It is what could land you your next opportunity.

 

How have you made the most out of the Virtual Office Environment this past year?

I am thankful State Street responded to the public health crisis in an assertive fashion, and the made it clear throughout the last 12+ months that all decisions being made were based on ensuring the health and safety of all employees. My virtual office environment has had its fair share of dogs barking and internet interruptions. However, as Co-Chair of the WBC Technology Committee, it has also allowed me to learn new ways to be connected for work purposes but also to participate in our WBC programming virtually and appreciate new ways technology has enabled us to be relevant and continue our mission!

 

 

Lightning Round

 

One word that describes you?

Passionate

One word that describes WBC?

Leading

Dream travel destination?

Maldives

Favorite hobby?

Lately skiing, biking

A book that all WBC members should read?

Primal Leadership

Happy hour drink of choice?

Glass of red wine

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