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From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.

From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.
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Location:

United States

Description:

From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.

Language:

English


Episodes

0:73 Money Girl’s, Money Moves

4/17/2019
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Laura Adams is a nationally recognized personal finance expert. She’s the author of many books and audiobooks, including Money Girl’s Smart Moves to Grow Rich a fun, comprehensive guide to personal finance. This book is written in simple language to help readers digest and understand the terminology, tactics, and attitudes that create a foundation for smart financial decisions. From accounting and real estate to owning a floor covering business and a COO for a small company, Laura’s had an...

Duration:00:34:33

0:72 Moving the Industry, One Action at a Time

4/11/2019
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A prolific doer and thinker who’s passionate about moving the needle for financial advisors. Michael is a Partner and Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm. He’s the co-founder of XY Planning Network which is dedicated to helping Gen X and Gen Y advisors serve their Gen X and Gen Y client peers with a fee-only monthly retainer financial planning model. It’s designed to be a turnkey financial planning platform where they champion financial...

Duration:00:42:25

071: Finance, Fashion and Feminism

4/3/2019
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Although she’s a financial planner, she’s not your typical financial planner. Charlene never dreamed of working in this industry. In fact, she never imagined she’d land in the world of investments and long-term planning. Charlene considers herself an artist destined to a life of sales. Starting at age 16, she’s been in commission retail. In fact, she started her career as a sales manager at a lingerie boutique. This is where she discovered the powerful link between money and emotion, passion...

Duration:00:37:20

070: Debugging Meritocracy

3/28/2019
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On this episode, we’re talking about research with Lori Mackenzie. Lori is the Executive Director of Stanford University’s Clayman Institute for Gender Research as well as the Co-Founder of the new Stanford VMware Women’s Leadership Innovation Lab. She advises diversity and inclusion efforts at the Stanford Graduate School of Business and teaches executive education. Her work has been published in the Harvard Business Review, New York Times, BBC, and San Francisco Chronicle. In fact, she was...

Duration:00:31:25

069: It’s Not the End of the Road

3/20/2019
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Episode 69: It’s Not the End of the Road Guest: Rachel Carpenter On this episode, we have the founder and CEO of Intrinio, Rachel Carpenter. Intrinio is a disruptive, self-serve financial data marketplace launched in 2015 for investors, entrepreneurs, developers, and students. Their data feeds power spreadsheets, quant models, fintech apps, website, and enterprise applications. Rachel’s responsibility includes strategy and positioning for Intrinio’s long-term growth. Rachel graduated from...

Duration:00:34:10

068: Hustle and Hard Work

3/13/2019
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Episode 68: Hustle and Hard Work Guest: Winnie Sun Women Rocking Wall Street is back and better than ever! Our first guest is a woman who’s done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences for shows like “America’s Funniest Home Videos”, and “Wheel of Fortune”. This was her first successful business. Despite its success, Winnie’s Chinese immigrant parents...

Duration:00:30:09

067: Being A Modernist in Finance

9/8/2016
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Episode 67: Being A Modernist in Finance Guest: Georgia Lee Hussey With training in instillation sculpture and creative writing, Georgia Lee Hussey was focused on becoming a professional artist. However, after 12 years, Georgia decided it was time to try something new. At the time she was living in Portland, Oregon during the sub-prime mortgages phase and Georgia found herself with two mortgages: the first had a 7.5% interest rate and the second had 11.5% interest, and both were variable....

Duration:00:35:22

066: Slowing Down to Speed Things Up

8/24/2016
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Episode 66: Slowing Down to Speed Things Up Guest: Laura Moore Welcome back to the Women Rocking Wall Street Show! This week’s show is all about how slowing down can actually help you speed things up. Laura Moore has a very interesting business story. Having moved to Australia from the UK several years ago, she fell into the health and wellness industry. Starting as a personal trainer she found that she loved it and therefore threw herself into her work. With several years under her belt,...

Duration:00:47:28

065: Changing Your Filter

8/11/2016
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Episode 65: Changing Your Filter Guest: Andrea Leda Wilborn This week’s guest on the Women Rocking Wall Street Show is Andrea Leda Wilborn. She is a coach, intuitive and behind-the-scene’s worker in Portland, Oregon. Andrea began her journey through social work and counselling, and eventually moved to creative arts, consulting, and fitness. Today, she has taken her experiences in all fields and turned them into a business, helping entrepreneurs offer their gifts to the world in real and...

Duration:00:36:51

064: Finding Energy to Recharge Your Battery

7/27/2016
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Episode 64: Finding Energy to Recharge Your Battery Guest: Debbie Pokornik Welcome back to the Women Rocking Wall Street Show. This week’s show is all about reconnecting with our feminine energy and to empower ourselves to live a vibrant and powerful life. My guest this week is Debbie Pokornik, a women of many talents. She is a mother, natural health nut, dedicated dog owner, award-winning author and a passionate social worker. Debbie is also the Chief Empowerment Officer for her company...

Duration:00:40:37

063: Battling Inequality Through Words

7/13/2016
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Episode 63: Battling Inequality Through Words Guest: Kelly Shikany Welcome back to the Women Rocking Wall Street Show! This week’s guest was spurred to contact me when she heard the Women Rocking Wall Street episode where I had the pleasure of interviewing Kathleen Burns Kingsbury about embracing being a female and not being afraid to ‘ski like a girl.’ As someone who has held different positions in the financial industry, Kelly Shikany is familiar with being the only female at the table...

Duration:00:31:06

062: Financial Freedom Through Intention

6/29/2016
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Episode 62: Financial Freedom Through Intention Guest: Julia Carlson Welcome back to the Women Rocking Wall Street Show. This week’s episode is all about the power of intention and setting your mind to achieving your goals. My guest this week is Julia Carlson, founder of Financial Freedom Wealth Management. She was one of the 40 Under 40 in InvestmentNews and won the 2015 Women’s Choice Award for Financial Advisors. In 2000, Julia started her company in Newport, Oregon and has now grown...

Duration:00:38:14

061: Surviving the Overwired World

6/15/2016
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Episode 61 – Surviving the Overwired World With Sheri Fitts Happy summer! As you may know, with the summer season comes a lot of activities that fill up the calendar. I’m finding the same this year so as a result I’m going to be releasing an episode of Women Rocking Wall Street every other week. My intention is to kick off a new podcast, Deconstructing Digital, which is a companion piece to my new book, Deconstructing Digital: Simple Ways To Connect With Your Next-Generation Financial...

Duration:00:35:34

060: Your Brand, Your Business, Your Bottom Line

6/1/2016
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Episode 60 – Your Brand, Your Business, Your Bottom Line With Sheri Fitts This week’s episode is slightly different than what you may be used to. I had the pleasure of being a guest on the Fiduciary Talk Podcast with Ben Aiken, which was recorded live from the Insights 2016 Conference in San Diego. The topic of my presentation was titled Your Brand, Your Business, Your Bottom Line and really focused on creating a compelling, courageous brand. With financial services in a PR tailspin, it’s...

Duration:00:07:24

059: Influencing The Masses

5/26/2016
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Episode 59: Influencing The Masses Guest: Teresa de Grosbois Listen via iTunes Listen via Stitcher Radio Teresa de Grosbois is a mass influencer, international speaker, author and leader the Evolutionary Business Council, an international organization of thought leaders. This is a collaborative entity of people who are committed to creating positive change in the world. As mentioned earlier, Teresa is an influencer, and teaches the skill of mass influencing to others. Many don't realize...

Duration:00:33:30

058: Financial Power

5/18/2016
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Episode 58: Financial Power Guest: Rosemary Frank I have been looking forward to speaking with this week’s guest of the Women Rocking Wall Street Show. Rosemary Frank, Financial Advisor, had a 30-year career in the corporate sector. She was always deeply immersed in financial issues and eventually decided that she wanted to transition to a personal approach, specifically personal finance. When she began transitioning, she realized that she had a lot to learn. She studied and worked her way...

Duration:00:33:28

057: Women in Securities Law

5/11/2016
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Episode 57: Women in Securities Law Guest: Linda Riefberg My guest this week was recently acknowledged as one of the 25 Most Influential Women in Securities Law. Linda Riefberg started out as a general commercial litigator in a large Wall Street firm where she was an associate working part time with two young children. When asked to increase her hours to full time, Linda decided it was time for a change. While job searching, she stumbled upon a position at the New York Stock Exchange and...

Duration:00:42:37

056: Thriving in Business

5/4/2016
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Episode 56: Thriving in Business Guest: Martine Lellis Happy May! I have been enjoying the outdoors recently since the weather has been so gorgeous and I hope you’ve had the opportunity to do the same. My guest this week is Martine Lellis has a passion for learning. She grew up in a small town in South Carolina and was fortunate to gain admissions into Duke University, where she earned a bachelor’s degree in mathematics. Upon graduation, Martine began working within the IT industry...

Duration:00:38:06

055: Business Is in Her Blood

4/27/2016
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Episode 55: Business Is in Her Blood Guest: Miriam Diwan Miriam Diwan’s family has always been in business or finance, so you could say it runs in her blood. She attended the University of Pennsylvania to obtain her undergraduate and found that she had varied interests. She graduated with a dual degree in liberal arts and finance. From there, she began investment banking and eventually moved into hedge funds. With her first position, at a private equity firm, she was one of the first three...

Duration:00:32:27

054: Finessing Financial Education

4/20/2016
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Episode 54: Finessing Financial Education Guest: Liz Davidson I’ve had the pleasure of meeting this week’s guest in 2003 and have been an admirer ever since. Liz Davidson is the Founder and CEO of Financial Finesse, the leading provider of workplace financial wellness programs for companies as an employee benefit. Companies, through Financial Finesse, are able to provide their employees with free financial advice and help them get to where they want to be financially without the pressure...

Duration:00:40:27