We Talk Careers

Say Yes to Fear

Have you ever wanted to step into something new in your career? Make a big change? Have you let fear hold you back?
In this episode we’re talking to Michelle Shanley about stepping into change and saying yes to fear.
As Global Head of Strategic and Key Accounts, Michelle Shanley leads a global team of senior account managers for MSCI. Prior to her current role, she served as Head of Americas Strategic Accounts and Asset Owner and Investment Consultant Coverage. Michelle joined MSCI in 2003, bringing over 10 years of institutional sales and trading experience; spanning Bank of America (Merrill Lynch), Citigroup, and Goldman Sachs. Michelle holds an MBA in Finance from the University of North Carolina at Chapel Hill and a Bachelor of Arts in Communications from the University of New Hampshire. She sits on the U.S. board of Women in ETFS and is actively involved in Partners in Development (Haiti), a non-profit organization focused on helping impoverished communities attain independence and whole-life development. Michelle lives with her family in Maine on a beautiful pastoral property.
Kristine Delano guides the conversation about how to think practically about fear and when to say yes. 
This episode features a special cameo by Diane E. Samson. Diane is the author of the Young Adult Fantasy series, Gems of Fire. 
Check out Diane E. Samson’s Gems of Fire series.
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

When to Make Your Move

When do you seize the opportunity and make the move? What should you consider before you take the leap? How do you adjust to the changes that come? 
In this episode we’re talking to Lee Turner-Conn about what to consider when making a big career move.
Lee is Head of Americas for the Index Investments Group at FTSE Russell which is part of the London Stock Exchange. Lee has over 20 years’ experience in financial services. Lee holds a Bachelor of Science from Purdue University in Business Management with an emphasis on international studies. She currently lives in Montclair, New Jersey with her English husband Matt and 12 year old twins Fletcher and Clementine. There is also a miniature schnauzer named Winnie and a regal cat named Sir Duke.
Kristine Delano guides the conversation about how to make the move and navigate career transitions. 
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Impact of Women In ETFs

Show notes: Impact of Women in ETFs
Are you involved? Have you hesitated to lean into Women in ETFs or another professional organization? Our amazing guests articulate why you should act now.
Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.  
Featured on this episode:
- Christine Berg, Managing Director, MSCI
- Brian O’Donnell, Co-Founder, BondBloxx
- Kristin Myers, Content and Editor-in-Chief, etf.com
- Jessica Zaloom, Head of Corporate Communications, WisdomTree
- Kristen Winther, Business Manager, TIFIN
- Perth Tolle, Founder, Life + Liberty Indexes
 
Kristine Delano guides the conversation about how the WE organization has made a difference in so many careers.   
 
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Work Life Balance

Show notes: Work Life Balance
How do successful people balance work and life? 
 
Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they find balance and sometimes how they embrace the crazy. 
 
Featured on this episode:
Kelly Orr, RIA Sales Executive, Vanguard
Rebecca Sin, Senior ETF Analyst, Bloomberg
Brie Williams, Vice President, State Street
Noriko Suzumura, Head Tier1 Sales, Bloomberg
Svitlana Gubrity, Head of Indirect Real Assets, abrdn
Lauren Davis, Associate Director of Communications, S&P Dow Jones Indices
 
Kristine Delano guides the conversation about integrating and sometimes balancing work and life.  
 
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Networking with Intention

Show notes: Networking with Intention
When is networking organic, and when should you prepare? What steps can you take to assure success?
 
Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.  
 
How do you prepare for a conference? 
 
Featured on this episode:
- Lee Turner-Conn, Head of Americas, FTSE Russell
- Michael Morelli, CEO, etf.com
- Andrea Murray, VP, Brown Brothers Harriman
- Deborah Draeger, Senior Director, S&P Down Jones Indices
- Erin McClafferty, Executive Director, Cohen & Company
- Arlene Reyes, COO, ExchangeTradedFunds.com
- Stephanie Schils, Client & Product Solutions Advisor
 
Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.  
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
 

Mentors and Getting Noticed

How do you self-promote without boast? Find mentors without bother? 
Recently, Women in ETFs celebrated 10 years at our conference in NYC!
While we were there, we captured the voices and opinions of our attendees (plase excuse some audio glitches). We heard about the role that mentors have played in their careers, as well as the importance of self-promoting with confidence. 
Do you hear your name as one of the many influential mentors mentioned? Let us know, as we’d love to hear from you!
Featured on this episode:-Roma Lotay, Partner, Borden Ladner Gervais, LLP-Steven Kreichman, Director, Index Investments Group, FTSE Russell-Nelly Mubashi, CEO, NWAM, LLC-Jane Edmondson, Head of Thematic Strategy, TMX VettaFi-Vicki Chan, Content Strategy Director, VanEck
Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.  
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
 

Capital Markets

What does it mean to be the Global Head of Capital Markets? We have Janel Jackson and Anita Rausch here to tell us.
Anita Rausch is a Senior Vice President and Global Head of ETF Capital Markets, managing the liquidity and trading education of AB’s suite of exchange-traded funds (ETFs). Before joining the firm in 2022, she was head of Capital Markets for WisdomTree, a global ETF-only asset manager. She holds a BA in international business, with a minor in German, from the George Washington University. Anita is married with 2 kids (8 years and 12 years) and resides in Bergen County, NJ.  She regularly enjoys time with the family skiing in the winter, and driving fast cars in the summer.  
 
Janel Jackson is the Global Head of ETF Capital Markets at Vanguard. Janel joined Vanguard in 2012 as part of the company’s M.B.A. Leadership Development Program. She has also served as chief of staff to Vanguard’s chief investment officer and as senior investment analyst in Vanguard Institutional Advisory Services®.  Janel earned a B.A. from Ohio University and an M.B.A. from the Georgia Institute of Technology. She holds FINRA Series 7 and 66 licenses and is a member of the U.S. board of directors for Women in ETFs. Janel enjoys spending time with her family. She is also a foodie with a love for traveling to warm vacation spots. 
Kristine Delano guides the conversation about using your knowledge to become invaluable and the different skill sets necessary to navigate within the world of ETF Capital Markets. 
Listen on your favorite podcast platform. We Talk Careers Podcast.
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations: 
Discipline is Destiny: The Power of Self-Control by Ryan Holiday
My Ishmael by Daniel Quinn
WE Talk Careers Podcast Episode Links:
High Performing Teams with Janel Jackson

Head of Research

Today, we are speaking to leaders who can both geek out on data and translate the big picture of our economy. They are the Head of Research. From strategic planning to market analysis to industry trends, how do their roles guide the creation and management of ETFs? 
We have Matt Dines and Carol Spain with us today. 
Carol Spain is a Managing Director and Head of Credit Research for Schwab Asset Management. Carol earned a Master of Public Policy from the University of Chicago and a Bachelor of Arts in political science from the University of Notre Dame. She is an active member of the National Federation of Municipal Analysts and is a member of the External Advisory Panel of the Government Finance Research Center. Carol lives in Chicago with her husband and two small children. 
 
Matt Dines serves as Chief Investment Officer at Build Asset Management, where he oversees portfolio management, capital allocation, and strategy for the firm and its clients. Matt holds a Master’s degree in Finance from Washington University in St. Louis, with a focus on Quantitative Finance. He holds a Bachelor’s degree in Biological Science from the University of Notre Dame. Matt earned his Chartered Financial Analyst® designation in 2017. Matt and his wife live in Seattle with their twin boys.  
Kristine Delano guides the conversation about the hard work and skills it takes to research and analyze data in the world of ETFs. 
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations: 
Leading Lightly by Jody Michael
The Asian Financial Crisis 1995-98: Birth of the Age of Debt by Russell Napier

Compliance

Compliance professionals play a vital role in maintaining the integrity and transparency of the ETF industry. Now, that may sound a bit dry, but I assure you, throughout my career, compliance departments have been filled with some of the most dynamic and interesting professionals at the firm. Today, we are joined by Amy Shelton and Melanie Zimdars.
Amy Shelton is Senior Vice President and Chief Compliance Officer (CCO) for the American Century Funds, Advisor, Broker-Dealer and global operations. Amy is a member of key oversight committees including the Investment Oversight Committee and the Products & Markets Committee. Amy joined American Century Investments in 1994 and has served as CCO since 2014. In her free time, Amy enjoys cooking and hosting paella parties with her husband. 
Melanie Zimdars is Chief Compliance Officer (CCO) of Invesco Capital Management LLC. Prior to joining Invesco, Melanie served as Vice President and deputy Chief Compliance Officer at ALPS Holding, Inc. from 2009 to 2017. Melanie enjoys spending time outdoors with her husband and son, hiking and snowshoeing. 
Kristine Delano guides the conversation about fostering team relationships and building strong communication skills in the fast paced world ETF Compliance.
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations: 
Never Finished by David Goggins
Trust by Hernan Diaz

Marketing

What are the skills and strengths needed to create a customer base for ETFs? What does it take to know when to pivot and how to do it well?
We have Michelle DeWitt and Michael Natale with us for this episode to share their insight into the world of ETF Marketing.
Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Management’s presence in the intermediary market and driving the adoption of investment expertise and strategies across North America. Michael earned his BBA and MBA from Stetson University (Deland, FL). He holds the FINRA series 7, 24, and 63 securities licenses. He is a former professional golfer and a six-time Chicago City Amateur Champion. He lives with his wife and 2 children in Chicago. 
Michelle DeWitt serves as the Head of ETF Marketing at Invesco where she’s responsible for the development and oversight of the ETF marketing strategy in the US and EMEA. Michelle earned her Bachelors’ degree in Business Administration from  Baruch College. Her commitment to professional development is evident through her possession of a CIMA® certification as well as FINRA Series 3, 7, 24, and 63 licenses. Michelle resides with her husband and 2 wonderful daughters in New York. She enjoys socializing with friends and family, going out to dinner, walking and soaking up the sun!
Kristine Delano guides the conversation about the importance of knowing which way the decision bus is going and how to know if you’re on it.
Follow on Instagram kristine.delano.writer 
Visit www.womeninetfs.com to find additional support in the ETF industry. 
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations: 
Start With Why by Simon Sinek
Atomic Habits by James Clear