Her Story
About Jody
I've always known I wanted to be in finance since I was a kid. I started taking classes as early as 7th or 8th grade on personal finance and joined the Stock Pickers Club - I've always just been fascinated with the market. I pursued that throughout high school and college, taking AP Economics in high school and majoring in economics and business. I found my path early. I went to St. Michael's College, a liberal arts school up in Vermont, and got a job 6 weeks out of college working for a mutual fund company called Zweig Mutual Funds for a very preeminent investor named Marty Zweig. I just worked really hard and always had professional curiosity - it wasn't about doing my job, it was about learning as much as I could about the organization, my clients, the market, and how I could enhance the value I bring to clients. Very early on, I took it upon myself to meet with all the executives at my firms and down the line to middle management, just asking questions about who they are, how they got there, what they love and hate, and what the biggest challenges are. I wasn't afraid to say I don't know, and in building those relationships, I was able to go to people for help. Throughout my career, I've always focused on building a network that I could leverage and with whom they could leverage me. This is my 29th year in the field.
Her Interview
Ten minutes with Jody
01What do you attribute your success to?
I've always taken personal responsibility for everything I do, which means having the self-awareness of knowing when to say I don't know. I guess that comes down to emotional intelligence in many ways, and holding myself accountable. Life is all about accountability. For me, I think I try to live by that, and I'm always trying to be better, do better, offer better. So I guess it's accountability - I don't know what the right one is, is it emotional intelligence? It kind of all falls underneath that.
02What’s the best career advice you’ve ever received?
Ask for what you want. First of all, you have to know what it is you want. That could be just learning, it could be networking, it could be trying to figure out how you're going to get from one point in your career to another, but you have to ask for it, and ask for the help while also doing the work. Very early on, that's something that I learned - don't assume it's coming to you, you have to ask for it, and then take the personal responsibility and the professional curiosity to seek it out.
03What advice would you give to young women entering your industry?
I think know your worth. Don't let other people tell you who you are. You need to own your own truth. And that does come under knowing your strengths, knowing your weaknesses, asking for help, being confident. Don't apologize when you feel strongly about something. It's just know your value, don't let other people dictate to you who you are.
04What are the biggest challenges or opportunities in your field right now?
There's no disputing the fact that women have it a little harder in this industry, and so we need to work a little harder. I think the biggest challenge is not getting discouraged, and looking at that as in many ways an opportunity. Being able to overcome that challenge and realizing that not everything is fair, but that doesn't mean that you can't get what you want. I think women can get caught up sometimes in falling into a role because they don't know how to know their value, own their value, and navigate out of it. That's probably the biggest global challenge as a woman in not just this industry, but in many industries.
05What values are most important to you in your work and personal life?
Integrity, 100%. You need to mean what you say and do what you say. I think that even though I'm in sales, for me, my clients need to be able to trust me, and they need to know that what I'm telling them is truly what I believe is in their best interest. And likewise, when I'm talking to somebody, I need to know that what they're saying to me is truly in my best interest, that there's no games, we're not playing, this is life, and we're all busy. That, to me, permeates everything. If somebody violates my integrity, it's just not a relationship worth having.
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