Orange County United Way’s Post

In this episode of Financial Life Cycles hosted by Her Wealth by Colony, The Colony Group's Kristina Kadeli Saunders, CIMA®, CFP®, Senior Portfolio Manager, speaks with Christine Crigler, CFP®, CPWA®, Wealth Advisor, who shares her insights on setting yourself up for success as you enter the workforce and begin your professional journey. Watch the full video here: https://lnkd.in/eg5itR7N #Yourwealth #professionaldevelopment #financialliteracy #professionaljourney #careersuccess #financialeducation #womenandwealth #herwealth

“Helping Others” When the lunch topic is passionately focused on the intersection of our respective busines sectors in the context of helping others…you are in great company. Thanks to my Trusted Advisor friends and colleagues John Gillespie, CFA and Peter Villanueva for joining me today for an inspiring strategic partnership conversation. Much more to come from this! TheKey x American Community Wealth Management x The Federal Savings Bank #homecare #trustedadvisors #HECOM #wealthmanagement #seniorcare

Check out this Q&A with Word in Black, where Wells Fargo's Wealth & Investment Management's Clarence Nunn shares career advice, his thoughts on diversity and inclusion, what it means to have an authentic voice, and more.

Did you know Sunrise Banks was the first Minnesota company to achieve a B Corp certification? We also remain the only B Corp bank in the state. During our most recent recertification in 2020, Sunrise received a B Impact score of 144.2. For context, companies need a score of 80 or higher to qualify for B Corp status. So we're way above that! We’re hooked on progress - in it for the long haul, as they say. We want to move with the world, adapt to meet new needs and keep our place in a community of B corps moving business forward. Learn more about what it means to be a B Corp and PBC on our blog: https://hubs.ly/Q02nzRJg0 #bcorpmonth

💡 In this week's "In the spotlight", thewealthnet sat down with group head of GSB private, David Smylie Chartered MCSI, to find out more about his career journey within the wealth management sector and discuss the importance of family office services. Read more on thewealthnet

I was a private banker Aiming to be an investment banker, until... I got a taste of the true nature of Corporate America. I worked at Wells Fargo, Citibank, and First Republic Bank, serving as a business and private banker for high net worth folks. These people taught me a lot - the real worth of value, the art of hustle, discipline, and chasing what you truly desire. But, man, was I miserable in the corporate world! My days were like a broken record. Waking up at 4 am, getting ready for work, taking care of personal stuff, and finally getting to the office by 9 am. Lunch break at noon, usually with clients, which felt more like work. Then, clocking out at 5 pm, heading to happy hours with clients, and carrying over work for the next day. This exhausting routine went on for a grueling four years. I desperately wanted out. Everyday I showed up to work, I was losing part of myself and my soul. I often found myself irritable and aggressive towards others. I was your typical banker, always on the hunt for the next big commission and bonus check and always about ME and what could I gain. Looking back, there are three things I wish I had done differently during my Corporate America days: 1.I wish I had spent more time on personal development, diving into leadership and business books. 2.I wish I had hung out more with folks who were not just fun, but also meaningful and impactful to be around. 3.I wish I had gambled a bit more on starting businesses. Instead of wasting time at pointless happy hour gatherings, I should've been building my own empire after work. Sure, I carry these regrets, but I'm also thankful for the journey. It's been a great teacher, giving me lessons in life and business that are priceless. It taught me the true meaning of never giving up and the promise that there's always a light at the end of the tunnel. Can you relate?

In this interview at the recent #FamilyWealthReportAwards2024, our Managing Director for North America, Andy Oliver, discusses the current state of the #privateclient sector and what is on the horizon for the rest of the year 💡, and why Trident Trust is a trusted partner for North American #privateclients and #HNWfamilies. 📽 🎞 Watch the recording below 👇 #TeamTridentTrust #wealthstructuring #estateplanning #nextgen

I was a private banker Aiming to be an investment banker, until... I got a taste of the true nature of Corporate America. I worked at Wells Fargo, Citibank, and First Republic Bank, serving as a business and private banker for high net worth folks. These people taught me a lot - the real worth of value, the art of hustle, discipline, and chasing what you truly desire. But, man, was I miserable in the corporate world! My days were like a broken record. Waking up at 4 am, getting ready for work, taking care of personal stuff, and finally getting to the office by 9 am. Lunch break at noon, usually with clients, which felt more like work. Then, clocking out at 5 pm, heading to happy hours with clients, and carrying over work for the next day. This exhausting routine went on for a grueling four years. I desperately wanted out. Everyday I showed up to work, I was losing part of myself and my soul. I often found myself irritable and aggressive towards others. I was your typical banker, always on the hunt for the next big commission and bonus check and always about ME and what could I gain. Looking back, there are three things I wish I had done differently during my Corporate America days: 1.I wish I had spent more time on personal development, diving into leadership and business books. 2.I wish I had hung out more with folks who were not just fun, but also meaningful and impactful to be around. 3.I wish I had gambled a bit more on starting businesses. Instead of wasting time at pointless happy hour gatherings, I should've been building my own empire after work. Sure, I carry these regrets, but I'm also thankful for the journey. It's been a great teacher, giving me lessons in life and business that are priceless. It taught me the true meaning of never giving up and the promise that there's always a light at the end of the tunnel. Can you relate?

Read this and as a leader ask yourself how many of these traits you display. If the answer is none you are either exceptionally good or exceptionally bad. Your team will be able to tell you which! #leadership #leadershipdevelopment

What do finances and professional sports have in common? A lot. Just ask former New York Giant and Prudential Advisors Financial Planner, Delvin Joyce. He’s made a career of helping his teammates and community with their financial needs and you can too. See how - https://lnkd.in/gb8gt9wi  Learn more about #careers with Prudential Advisors: https://bit.ly/4c6gO1w #PrudentialAdvisors