What is your occupation and how did you come to work in this field?
For the past four years, I was head of Global Capital Markets and this spring, I moved into a new role as the Division Executive for the Northeast and Metro New York of U.S. Trust. I’ve been in Financial Services for 25 years and started as an Investment Banking Analyst right out of undergrad. I was a History/American Studies major with no courses in Finance or Economics but I was interested in business. And I thought an analyst position was a great way to learn about business and finance. I also liked that it was a 2-year program.
What is the biggest challenge of your work?
“So much to do and only 24 hours in a day!”
What is your proudest achievement?
Personal achievement: Raising four children
Professional achievement: Bank of America Merrill Lynch Global Capital Markets achieving a #1 position in 2013
Other: Becoming a Columbia Trustee
What leaders, thinkers or doers do you admire most?
Brian Moynihan, CEO of Bank of America. He stepped up to become CEO at a very dark time in the economy and for our Company. During his tenure, he has exhibited incredible tenacity and leadership.
Where do you see yourself in ten years?
In 10 years I see myself leading a big business at Bank of America and joining a few corporate and non-profit boards. I would have the pleasure of watching my children achieve success --2 kids in college, 2 in high school...
What would be your advice to young people who want their careers and lives to have an impact?
Figure out your passion, how you "get your kicks" professionally - - the content of the work, environment, everything...and once you do, show enthusiasm, curiosity and hustle.
Did you have a mentor or do you mentor someone else? How has that experience changed you?
I’ve had many bosses who have believed in me and given me an opportunity to step up. Have had many role models, whether clients or friends, who have shared their advice and support.
I've had mixed experiences with formal mentoring programs. However, I love being a resource and advocate for people I get to know organically, whether on a client team or recruiting team. I think everyone needs a "personal board of directors" and it should include several people with diverse experiences and roles.