What is your occupation and how did you come to work in this field?
I am an entrepreneur, and business executive. I wear 2 professional hats.
I’m the North East Regional Vice President of Business Development for Fisher Investments where I’m responsible for business growth and strategy for the firm’s private client business.
I am also relentless about getting women to confidently put their money to work and be better investors. I’m working on creating a platform that will enable them to do that.
I’ve always worked in pretty much the same industry since I was 17. My mother worked at JP Morgan Chase through every merger starting with Manufacturer’s Hanover Co. She worked very late hours and I was always so curious about what she did. I would sometimes visit her at work and Wall Street in the late 1980’s and 90’s was just another world to me. I was a kid and I was just fascinated, suits and the Wall Street Journal and briefcases and the sheer energy of the whole thing. I didn’t know much I just knew I wanted to learn more. I’m a lifelong student of this industry, financial services.
What is the biggest challenge of your work?
My current employer is based on the West Coast. I have to work across time zones, segments and mindsets to get things done.
What is your proudest achievement?
In the past year I’ve launched a start-up and created a new distribution channel for my current employer. My daughter and husband still love me. I feel like I’m just beginning.
What leaders, thinkers or doers do you admire most?
There are really too much to mention but I will highlight Gary Simons because without his vision of Prep for Prep my world would be immensely different.
Where do you see yourself in ten years?
Raising kind and loving children. Supporting my gracious and driven husband. Serving the world personally and professionally. Still being thankful in prayer every day.
Did you have a mentor or do you mentor someone else? How has that experience changed you?
It may sound crazy to some but I treat myself like a corporation. I have a board of advisors, mentors and sponsors for Dionne Inc. I am also quite bold in asking for help. I imagine that if I met someone like Warren Buffet I’d take a shot at asking him to be my mentor. We all need help to be the best version of ourselves we can be. I can’t see how I’ll be successful long term any other way. I absolutely mentor others under the same lens.
How has your participation on the Leadership Board impacted the way you approach your day-to-day role?
My peers on the LB are so dynamic and it’s a huge advantage to discuss a business problem with someone outside of your world. The Leadership Board truly is another valuable resource that I rely on.