Chartway Credit Union’s Post

💚🖤❤️Travers J. Bell, Jr along with Willie Daniels co-founded first black-owned investment firm, Daniel’s and Bell, on New York Stock Exchange (NYSE) in 1971. The firm started with $175,000 is assets, but with Bell’s prior experience, that amount grew rapidly from series of successful investment decisions. Daniels later ventured off from the firm to enter the restaurant industry. Bell made it his business to give back to the community. His firm specialized in underwriting securities for burgeoning minority-owned businesses and municipal bonds for small Southern towns at a time when few institutional investors were interested in these opportunities. By backing firms, individuals, and towns that had been overlooked by a largely white Wall Street, Bell found a successful market while also spurring development in previously poor and underserved parts of the country. At the time of Bell’s passing in 1988, the firm had grew to the net asset of $15Million. His legacy lives on by his son, Gregory S Bell (writer at Black Enterprise) author of “In the Black: A History of African Americans on Wall Street.” -Investopedia.com #blackexcellence #InvestmentSuccess #BuildingLegacies

Please join me in recognizing the Greater Georgia Market 2024 Platinum Council Advisors! The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. Platinum Council levels are based on the previous calendar year's gross revenue, and are defined as follows: Diamond – Top 15 Financial Advisors, Ruby – Top 2% (including Diamond recipients), Emerald – Next 5%, and Sapphire – Next 8%

Feature piece about leadership from the Verve, a Credit Union CEO back home. I appreciate his thoughtfulness on team culture and this nugget about being surrounded by great people. ** Find your Leo McGarry. Fans of The West Wing will understand that reference, but for everyone else, suffice it to say that you need at least one person in the organization that you trust explicitly to tell you like it is. This person knows the strategy, understands the culture, and is a strong leader that people know and trust. You need to develop a strong relationship with this person because they are going to help you stay grounded and realistic when the stuff hits the fan. It’s not that they tell you everything and keep you apprised of the scuttlebutt. And they certainly don’t tell you what you want to hear. They tell you what you need to hear. You need someone who would be willing to come to you and say, “Hey, this company needs a CEO today, and you’re not acting like one.” And then you need the wisdom to say, “Okay, tell me how.” https://lnkd.in/gj4yr59w

🚀 Last call to register for Executive Ready and build your executive network, collaborate and learn from experts Karin Hurt and David Dye, and gain new and practical strategies to implement at your credit union! 💪

A Year of Reflection: Balancing Corporate Success and Entrepreneurial Growth As this year ends, I find myself reflecting on a journey that's been both fulfilling and transformative. For over 27 years, I've been part of Mississippi's largest credit union, an experience that has enriched my life with successful team-building and invaluable lessons in leadership. You will often here me say, "the grass is definitely greener here," and I truly mean it. The unwavering support and commitment of this organization, especially during my family's challenging times, have been nothing short of extraordinary. Life, however, has its turns that led me to explore additional paths. With my husband's illness, the need to secure our family's future became more pressing. Leaving my role at the credit union was not an option – the love for my job and the organization's commitment to us were irreplaceable. However, the desire to do more for my family's financial security led me down an exciting, parallel path of entrepreneurship. That's when LimeLife by Alcone entered my life – a company whose culture and values resonated deeply with me. They prioritize family, support one another unconditionally, and encourage everyone to confidently chase their goals. Today, I proudly balance my career at the credit union with growing my business at LimeLife, blending my passion for mentorship and team building in both realms. Looking ahead, I am excited about continuing to nurture my dual roles. My journey is a testament to the power of resilience, the importance of supportive communities, and the beauty of pursuing multiple passions. I'm eager to connect with others who are juggling similar paths, or anyone inspired by the blend of corporate roles and entrepreneurial ventures. Here's to embracing every twist and turn life offers and to the promising road ahead! #ReflectingOnTheYear #CorporateAndEntrepreneurialLife #TeamBuilding #Resilience #LookingAhead

🌟 Embracing the Power of Connection and Collaboration! 🌟 Over the past few weeks, I've had the incredible opportunity to connect with so many inspiring individuals with the help of National Credit Union Collections Alliance (NCUCA) and NEW ENGLAND ADJUSTMENT MANAGERS ASSOCIATION INC. From insightful discussions to learning more about the inner workings of their specific department, each interaction has been a source of inspiration and growth. The power of meaningful connections cannot be overstated. In a world that's becoming increasingly interconnected, building strong relationships is key to unlocking new opportunities and driving innovation. I am genuinely grateful for the enriching conversations and valuable insights shared by each person I've had the pleasure of connecting with. Your expertise, passion, and unique perspectives have not only broadened my horizons but also sparked new ideas and possibilities. I look forward to further strengthening our connections and exploring exciting opportunities for growth and partnership in the days ahead. Here's to the power of connection and the endless possibilities it brings! 🚀 #BusinessRelationships #Collaboration #Networking #GrowthMindset

I grabbed the opportunity to sit down with Alan Pullinger for the last time in his role as CEO of FirstRand. "It's been an honour and a privilege." On presenting the last set of results: It's been an honour and a privilege, FirstRand is a special place. I joined 26 years ago, I knew nothing about banking, and it was a gift to be able to learn from GT Ferreira, Laurie Dippenaar and Paul Harris, they taught me the ropes. So it's an absolute gift, I've been super, super lucky. FirstRand is a family it's not just a job. Don't tell the remuneration committee, but I would probably do it for free." On leaving: People always say to me when you leave what earnings number do you want to achieve? What are you looking for? What share price are you looking for? I can't control those things. But there are some things that we can control. One of them is, the mojo of the business. How the group is feeling. Are we on the front foot? Engagement with employees, are we still attracting talent? How do our people feel? I think we're in a good space, I'm not sure I can ask for any more than that. I'm going to do my best on the numbers, and the team will do their best but it will be what it is. On interest rates: I don't think the environment is going to get easier. It’s likely to be more of the same. When we started off the new year new and got back from holiday it didn't take long for load shedding to come back and all of the things that we thought were a 2023 phenomenon have started again. The South African Reserve Bank has said interest rates are in restrictive territory. And you can see that it's having an impact. There's no doubt it is throttling consumers, but I do think later in the current year we will see interest rate cuts. But there are two points I would want to make. One interest rate cuts are going to be further out than we think. And secondly, it's going to be a shallow cutting cycle. We expect the repo to go from eight and a quarter to seven. But that's it. We don't think there's much more than one and a quarter percent of cuts coming On what is next: I know, it's going to sound crazy if I say this, but I actually am not sure. I have really had my head down focusing on FirstRand to the very last day. I hand over at the end of March, then I'm going to take a little bit of leave. I do need to contemplate what I'm going to do. I haven't had a break for a very long time. So I'm not sure what that feels like. So this transition is it's exciting, but I suppose a little bit daunting for me. So I need to go through that. I'm not going to rush to sign up to lots of things otherwise when we bump into each other in a year's time I'm going to tell you how busy I am because I'm sitting on so many boards, and I'm reading so many board packs and I'm going to be complaining again. I'm going to take a break and then I'll see what is next. I still have a little bit too much energy to choose to go and sit in the garden.

Great to see Stephen A. Schwarzman share his thoughts on #PrivateEquity and #PrivateCredit at the recent #BlackstoneUniversity. These insights certainly provide us with valuable insights into the industry. Don't miss this opportunity to understand the views and future trends of industry giants! #Finance #Investing

This #BlackHistoryMonth, I want to acknowledge & thank the organizations inspiring change in the world, like 100 Black Men of America, Inc., who use mentorship to teach students stock market fundamentals that could empower them to build generational wealth. Wells Fargo #WeAreWellsFargo #generationalwealth #blackwealth #ally #allyship

In his annual letter to shareholders, Jamie Dimon discusses our 2023 performance, guiding principles and our service to clients and communities for 225 years in good and challenging times. Read more: https://bit.ly/3W53JA8