Podcasts

Hustle and Hard Work

Episode 68: Hustle and Hard Work
Guest: Winnie Sun

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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 Funniest Home Videos”, and “Wheel of Fortune”. This was her first successful business. Despite its success, Winnie’s Chinese immigrant parents didn’t delight in her chosen profession. Winnie decided to take night classes at UCLA, getting her certificate in financial planning. Shortly after, she received an offer from Smith Barney. That’s when everything changed. While cold calling at Smith Barney, Winnie sought out a more strategic way to solicit new business. She stayed after hours and made her cold calls while all her colleagues went home. She left voicemails, getting callbacks from individuals who actually wanted to talk to her. A few firms and years later, Winnie now leads a group of practitioners at her Sun Group Wealth Partners, a financial advisory firm in Southern California. She writes for Forbes, is on CNBC’s advisory council, and is a mother and a heartfelt advisor. Winnie’s focused on reshaping the image of advisors and inspiring the next generation of investors and audiences.

    • Winnie Sun: Twitter
    • Winnie Sun: Facebook
    • Winnie Sun: Instagram
    • The Icarus Deception
    • Coffee for Badass Segment: Leslie Fram, Tracy Gershon, and Beverly Keel are three successful music executives who started Change the Conversation. Change the Conversation was started to bridge the gap of gender inequality in the country music industry. Country radio stations were playing very few female artists songs. They created change with their dedication to improving the environment for women in music and their goal to become obsolete and “to never have this conversation again”
    • Lily Trager: MAKERS
    • Lily Trager: LinkedIn
    • Morgan Stanley: Diversity & Inclusion

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Hustle and Resilience

Episode 51: Success through Hustling and Resiliency
Guest: Jilliene Helman

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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 underwritten over $5 billion of real estate.

Jilliene Helmen, the former Vice President of Union Bank quit her job to start RealtyMogul.com in 2013. Her team’s mission is to simplify real estate investment through crowdfunding, allowing entrepreneurs and investors to get in the game. Sitting on the RealtyMogul.com board, Jilliene is responsible for the company’s strategic direction and operations. Today, her company is a leading online real estate capital marketplace with over 73,000 members and 65 employees.

Working in financial services as well as technology, Jilliene is no stranger to the male-dominated industries. Having grown up in an entrepreneurial and real estate savvy family, she found that she had a passion for both. After working in the banking circle for several years, Jilliene found it was stifling and decided as a result to become an entrepreneur. Knowing that her company needed investment to be successful, Jilliene went through the process of securing venture capital (VC). She had to work extremely hard, and hold plenty of meetings but as a result was successful in raising $45 million in capital across the company.

Jilliene attributes hustle and resilience as the keys to being a successful entrepreneur, especially in male-dominated industries. Even if she doesn’t know the path, she knows her destination and works towards that every day. Through hustling, Jilliene has built a strong network that she can reach out to and leverage to her company’s advantage.

An avid reader, Jilliene has found that she reads books based on the life stage of her company. If you’re starting a company, Jilliene recommends reading “Topgrading: The Proven Hiring and Promoting Method that Turbocharges Company Performance” by Bradford D. Smart and “The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter” by Michael Watkins. Several other books that she recommends include “The Everything Store: Jeff Bezos and the Age of Amazon” by Brad Stone, “Hatching Twitter: A True Story of Money, Power, Friendship, and Betrayal” by Nick Bilton, and “Onward: Engaging the Culture without Losing the Gospel” by Russell Moore.

Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

Women and The NASDAQ

Episode 31: Women and The NASDAQ
Guest: Maureen Lowe

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Just imagine the sense of achievement you would feel if you were asked to ring The NASDAQ Opening bell. That’s what my guest this week had the opportunity to do. Maureen Lowe is the President and Founder of Financial Technologies Forum (FTF), a media company for Wall Street, which provides content, specifically for people and companies that drive the post-trading processing industry.

While she has grown a successful business, which has gained enough notice that she and her team were asked to ring The NASDAQ bell, Maureen still faces challenges because she is a woman on Wall Street. Over the years, she has developed a thick skin and has worked at building up her confidence around being a successful businesswoman within the financial industry.

Being a female entrepreneur on Wall Street is challenging, but Maureen has proven that it is possible. When asked what advice she would give to her 27-year-old self, Maureen says, “there will be tough times. You need to have failure and experience mistakes because that’s where you’re going to learn and grow.” She also recommends not to be afraid of failing, not to be so hard on yourself and to celebrate all the successes. Women can and are succeeding each and every day.

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