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WealthTech on Deck
LifeYield
223 episodes
11 hours ago
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
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Investing
Business,
Management,
Marketing
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All content for WealthTech on Deck is the property of LifeYield and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.
Show more...
Investing
Business,
Management,
Marketing
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/95/e8/7b/95e87b08-78ce-af9b-63bd-1faf2fd112be/mza_14080283741473312448.jpeg/600x600bb.jpg
Advancing Women in Finance with Kellan Brown
WealthTech on Deck
29 minutes
4 months ago
Advancing Women in Finance with Kellan Brown
This week, Jack Sharry talks with Kellan Brown, Chief Operating Officer and Chief Development Officer at 100 Women in Finance. With an impressive resume that includes leadership roles at Income Lab, PrimeCo, and Finance of America’s Retirement Strategies Division, Kellan has also earned accolades like the Disruptor Award and Ascension Award from WealthManagement.com and was named one of InvestmentNews’ Women to Watch. In their conversation, Kellan shares the remarkable story of her career journey—from her early days in sports marketing and commercial construction to discovering her passion for championing women in finance. She offers insight into how 100 Women in Finance supports women at every stage of their careers and why mentorship is essential to changing the face of finance, fintech, and investment leadership. In this episode: (00:00) - Intro (01:53) - The mission and impact of 100 Women in Finance (04:32) - Kellan's career journey (07:34) - How the organization’s mentorship program is making a difference (10:39) - Kellan's keynote at SEI (13:28) - Programs and initiatives empowering women in finance (19:25) - Advancing women in the finance industry (23:30) - The transformative power of mentorship for women (24:55) - Kellan's interests outside of work Quotes "I was awarded the Disruptor Award for a very clear reason. I believe in all of the work that we're doing, and we are not breaking any laws. Our partners are so committed to us, and we are not alienating anyone." ~ Kellan Brown  "Women elevate every single level of any organization when there's equality." ~ Kellan Brown "In a male-dominated industry, we have to find someone that's going to break that barrier down, give us access, and have allyship." ~ Kellan Brown Links  Kellan Brown on LinkedIn 100 Women in Finance Finance of America Income Lab Michael Lane Allie Carey SEI Sneha Shah Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook
WealthTech on Deck
WealthTech on Deck is a show featuring meaningful conversations with financial services leaders. Our host, Jack Sharry, engages financial services executives that are solving specific challenges around fintech ecosystems and household wealth technology.