While cybersecurity is not a new concept, a spotlight has been placed on its importance given the ever-increasing sophistication of cybercriminals, COVID-19, and the new work-from-home evolution. Our incredibly special guest is none other than the Head of Cybersecurity for Morgan Stanley Wealth Management, Rachel Wilson. After her childhood love of…

In this episode, I sat work with the fabulous Mori Taheripour. The powerhouse professor who teaches Negotiation and Dispute Resolution to undergraduate and graduate students at the Wharton School of the University of Pennsylvania. She’s also the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly. From Public He…

Our special guest is Dr. Joy Lere, a psychologist, consultant, speaker and writer whose practice focuses on the intersection of human behavior and finance. Specializing in money, mindset and meaning, her experience has shown that the primary issue driving demand for her services, directly or indirectly, relates to money. She helps patients become f…

This guest is one for the ages. We sat down with The Geena Davis Institute on Gender in Media, CEO, Madeline Di Nonno to discuss ways they’re encouraging television and other media to infuse intersectionality, diversity and inclusion in their content. Founded in 2004 by Academy Award Winning Actor Geena Davis, the Institute is the only organization…

This episode we have two wonderful guests, Minda Harts and Christine Brown-Quinn. Both discussing career advice! Minda is the CEO of The Memo LLC, a career development platform for women of color. She’s also the best-selling author of, “The Memo: What Women of Color Need to Know To Secure A Seat at the Table”. Minda says that success is not a solo …

Lisa Moyle is co-founder of VC Innovations where she’s committed to connecting established financial institutions with financial technology (FinTech) startups and technology providers. All the while keeping an eye towards making sure women are part of the equation. Her annual event, FinTech Talents, beings together this ecosystem of nearly 3,000 at…

Carla Harris is Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is also an inspiration, a role model and a disruptor in the Financial Services industry. In her experience, people’s perception of you is the co-pilot to your reality and success. Carla believes we all have the power to change how we’re perceived. One…

Diversity and inclusion. To create a space in your business that ensures that diversity and inclusion are part of the solution. As the CEO of Bar the Door Consulting, Katee Van Horn does just that. She focuses on what businesses can do to change, improve, and create true cultures of inclusion. Katee gives her take on what exactly diversity, inclusi…

Andrée Simon is truly making a difference in the world. As CEO & President of FINCA Impact Finance (FIF), she leads a global network of microfinance banks and institutions. FIF’s network of community-based banks offer responsible and affordable loan and saving products to more than two million people across the world, empowering low income women an…

The Head of Fixed Income at BMO. Janelle Woodward is responsible for fixed income capabilities across BMO Global Asset Management's $250B platform. This position, this responsibility… it’s a rarity as a woman in today’s day. In fact, Janelle was raised in a home with the belief that women were supposed to stay at home. Now, she’s the first generati…

The Lawyer Who Rocks! Seriously, though. Joleen Hughes rocks and is the CEO and Founder of Hughes Media Law Group, a law firm that provides in-house counsel services to clients who are innovators in business. Did Joleen dream of being a lawyer? Absolutely not. In fact, after her undergrad, she worked for a music management company where she managed…

Becoming financially independent is no easy feat. And getting to a point in your career where you can advise those on being financially independent is truly an adventure. Listen in to hear how Alice Tang, the Vice President of BPG Wealth Management LLC, has endured through all. From cold-calling people non-stop to making a mere $2,000 in one year, …

The Queen Bee Syndrome. To some, this means Beyonce. To others, the leader of the group. Hear Dr. Melissa Briggs-Phillips hit on what it is and how it impacts women today. Melissa explains why she dislikes the word “syndrome” and her reasoning. She compares research with her own insights as a woman. With experience teaching a Psychology of Women cl…

This weeks guest is the CEO & co-founder of Long Game, a personal finance app that encourages users to save money while winning cash prizes. Users of Long Game can win from 10 cents to one million dollars. A million dollars?! In her interview, Lindsay Holden discusses her fascination and experience with behavioral economics and how it sparked the i…

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 …

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 …

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, s…

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 e…

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…

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…

In questa intervista il nonno Michele ci spiegherà come si lavorava la seta.

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 ph…

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 ind…

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, …

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 heal…

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 g…

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 Investm…

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, Deconstruc…

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…

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 positiv…

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…

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 ho…

Episode 56: Thriving in BusinessGuest: Martine Lellis Happy May! I have been enjoying the outdoors recently since theweather has been so gorgeous and I hope you’ve had the opportunityto 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 togain admissions into …

Episode 55: Business Is in Her BloodGuest: Miriam Diwan Miriam Diwan’s family has always been in business or finance, soyou could say it runs in her blood. She attended the University ofPennsylvania to obtain her undergraduate and found that she hadvaried interests. She graduated with a dual degree in liberal artsand finance. From there, she began …

Episode 54: Finessing Financial EducationGuest: 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 Finess…

Episode 53: Winning in SalesGuest: Carmela Elco This week’s guest came to my attention from a recent list from the National Association of Plan Advisors (NAPA) identifying the top women advisors in the country for 401K or retirement savings. Carmela Elco is the Managing Director and Senior ERISA Consultant with Blue Prairie Group. Originally from a…

Episode 52: Challenging the Gender GapGuest: Emily Viner I am so excited that it’s April and winter is finally past us. I hope that you’re enjoying the weather and being outdoors as much as I am. My guest this week has been making a difference in gender balance in the financial industry and sales, and she is calling on others to help. Emily Viner, …

Episode 51: Success through Hustling and ResiliencyGuest: Jilliene Helman Hello and happy spring! I am so excited to welcome my guest this week. She is a young entrepreneur who has been a game changer in the real estate and finance industries. At 28, she made the Forbes magazine 2015 list of 30 Under 30 Rising Stars of Enterprise Technology and has…

Episode 50: The Truth About Your FinancesGuest: Tammy Johnston Tammy Johnston has broken the rules within the financial services by doing things differently. Rather than speaking in acronyms and industry jargon, she has created a new way of doing things to educate people about their finances. While temping at Investor’s Group, Tammy was drawn into …

Episode 49: How Caring Leads to SuccessGuest: Anne McCabe Triana My guest this week truly cares about her clients and is an advocate for women in the financial industry. Anne McCabe Triana is a graduate of George Mason University and has been working in the financial industry since 2001. She has worked with organizations like American Express Finan…

Episode 48: Powering Your BusinessGuest: Jessica Ballin Jessica Ballin has always been interested in finances. Even back in high school, she started as a bank teller and eventually was accepted into the Carlson School of Management, through the University of Minnesota. When she got there and was asked what she wanted to do, she chose finance, becau…

Episode 47: Navigating SocialGuest: Sheryl Brown LinkedIn can be a challenging tool but is so valuable when it comes to networking, building connections and your personal brand. This week’s guest is a Sheryl Brown, a social media maven who is skillful in navigating the social media world. She is by trade an Insurance Advisor and has been in the ind…

Episode 46: Becoming the CEO of Your Life. Happy February. It’s beginning to get lighter here in Portland, Oregon and I am finally able to get out the door and walking again. The Daphne are beginning to bloom and it’s such a beautiful, hopeful sign of spring. This week is another interview where the microphone is turned around (metaphorically speak…

Episode 45: Don’t Tell Yourself No, Let Others Do It for YouGuest: Kim Shaw Elliott and Anne Elliot This week’s episode of The Women Rocking Wall Street Show is special because we have a mother and daughter duo. Both women are in financial services, each with interesting personal stories. Kim Shaw Elliott began her career as a litigator and eventua…

Episode 44: Moving from Gender Diversity to Gender BalanceGuest: Avivah Wittenberg-Cox Welcome back and thank you for joining me again for this week’s episode of Women Rocking Wall Street. I have really been looking forward to this chat, ever since I read my guest’s content in the Harvard Business Review. Avivah Wittenberg-Cox is a prolific speaker…