Female professionals in finance and investing share their story and insights from the world of finance to get you inspired. Learn from fearless real women about their journey in the industry, motivation, investing philosophy and skills they learned along the way. Find out what these incredible women wish they knew starting out. Subscribe, listen in and find your next role model!
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Female professionals in finance and investing share their story and insights from the world of finance to get you inspired. Learn from fearless real women about their journey in the industry, motivation, investing philosophy and skills they learned along the way. Find out what these incredible women wish they knew starting out. Subscribe, listen in and find your next role model!
Breaching the Glass Ceiling with a Continuous Learning Mentality, Hard Work, and a Good Network - Margaret Reid, Senior Portfolio Manager at Union Bank
Women in Finance
47 minutes 55 seconds
3 years ago
Breaching the Glass Ceiling with a Continuous Learning Mentality, Hard Work, and a Good Network - Margaret Reid, Senior Portfolio Manager at Union Bank
Margaret Reid is the Senior Portfolio Manager at The Private Bank at Union Bank. Margaret manages a broad array of investment portfolios on behalf of high-net-worth clients, trusts, foundations, and non-profit organizations. She works with a team of specialists in The Private Bank, and exclusive part of Union Bank, to provide wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors.
Across her career, Margaret has been committed to supporting and empowering women both as growing and unstoppable economic force and as upcoming leaders in the investment industry. In this conversation Margaret shares her inspiring yet challenging journey into the world of finance and how she overcame numerous obstacles with persistence, hard work, and a continuous improvement mentality. Margaret also speaks about how she uses her role at the Private Bank to help women address their distinct financial needs.
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Women in Finance
Female professionals in finance and investing share their story and insights from the world of finance to get you inspired. Learn from fearless real women about their journey in the industry, motivation, investing philosophy and skills they learned along the way. Find out what these incredible women wish they knew starting out. Subscribe, listen in and find your next role model!