Jeanie Coomber is the founder of the Warriors at Work platform, and an executive coach. Our discussion charts her journey from a corporate career at Alliance Bernstein to becoming a coach. We talk about the personality type necessary to be a coach, and Jeanie Coomber highlighted her unique approach to coaching, integrating her mother’s psychotherapy expertise. There is more information on the Warriors at Work platform here: https://jeaniecoomber.com/warriors-at-work-show/
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12. Nancy Stern – CEO and Board Member of Allston Holdings – Networking and Empathy
Nancy Stern is CEO and board member at Allston Holdings LLC. She has had a 27 year career starting as a lawyer and transitioning to a financial and business oversight role. In her latest role, which saw her assume the CEO position in 2020, she led a successful sale of that company that closed in 2021. Nancy holds a number of board roles. She was the recipient of the Woman of Achievement Award granted by the anti Defamation League in 2019.
Elizabeth Kleinerman of Wellington Management – Networks and Progress in Financial Services
Elizabeth (Liz) Kleinerman is a Fixed Income Portfolio Manager at Wellington Management, based in Boston. She has worked at Wellington for her entire career, and is Chair of the Advisory Board of the Wellington Foundation as well as a Founder of the firm’s Pride+ Network and a leader of its diversity and inclusion efforts. She lives with her wife and two sons in the Boston area.
Merav Oren – A Serial Entrepreneur Talks Food Tech, Co-Working and Making the Ask
Merav Oren is a serial entrepreneur, most recently of the ACT Foodtech Innovation Hub, which connects the culinary and foodTech worlds, as well as the founder of WMN, a co-working space and ecosystem for female entrepreneurs in Tel Aviv, and the first of its kind in the area. She is passionate about working with the public sector towards sustainability and impact and also founded Urban Playground, which provides solutions to effectively manage public spaces.
Our wide-ranging conversation covers her earliest inroads into being an entrepreneur, and some negotiating skills learned on the job that taught her how to properly assess her worth and, more importantly, ask for it.
Andrien Meyers – Councilman, Allocator, NED – blending it all in honour of God, family and career.
Andrien Meyers is a Councilman in the City of London Corporation as well as a Head of Pensions Investments at the London Borough of Sutton and Royal Borough of Kingston upon Thames. He is a Non Executive Director of Resonance Limited as well as a strategic business advisor to bfinance.
A renaissance man with multiple interests and passions, shares his Indian heritage and his work on the anti-racism taskforce of the City of London, how he honours God and Family as he pursues a fulfilling career.
300. Chelsea Smith of Bernstein Private Wealth Management: Why Good Things Come in Threes
Chelsea Smith is Senior National Director, Family Office Services at Bernstein Private Wealth Management, based in Chicago. She started her career as an equity trader, and in recent years has been heavily involved in diversity initiatives designed to attract a more diverse pipeline into the finance industry.
288. Steve Foresti: Senior Advisor at Wilshire: From a Vision to Reality
Steve Foresti is a Senior Advisor, Investments, at Wilshire, where he has spent almost 30 years. He previously held a role as Chief Investment Officer, among other roles and is currently in a part-time role as he pursues other interests. Steve was recommended to us as a guest because of his extraordinary career arc in which he overcame a substantial loss of vision as a child to pursue a fulfilling career.
287. Matt Whineray: Former CEO of NZ Super Fund: Towards a Total Fund Portfolio Approach
Matt Whineray recently retired from the role of Chief Executive Officer at the NZ$77 bn NZ Super Fund, where he had spent close to 16 years in a series of roles, culminating in CEO but which included 4 years as CIO. He previously worked in a series of corporate finance roles, and currently holds a number of Chair and Board roles.
Bonus Episode: Veena Aiyer of QRKIEZ – Get your quirk on – Connection, Community and Empowerment for Neurodivergent Individuals
Veena Aiyer has launched a community app for neurodiverse audiences called QRKIEZ. The goal of QRKIEZ is to be an innovative platform designed to support neurodivergent individuals by fostering social connections, providing mentorship and offering tailored professional services. She previously worked in a series of startups and tech companies.
31. Brad Baumoel: Brad Baumoel Head of LGBTQ+ Affairs at JPMorgan Chase: Gender Expansiveness for the Next Generation
Brad Baumoel is managing director and Global Head of LGBTQ+ affairs at JPMorgan Chase, a position he assumed in April 2021. He previously was Portfolio Director for the Chase Digital Platform and prior to that led several large-scale transformative programs and teams across the institution. He was a founding member and prior leader of OPEN Finance NYC, a non-profit LGBT network for the Financial Services Industry.