Patricia Zollar’s Post

Great leadership and always client centric

Studies have shown that by the end of this decade, women in the United States will control nearly $30 trillion, and a whopping 70 percent of women prefer to work with female financial advisors. This is a monumental achievement! #womenandwealth #femaleleadership #futurefinance #financialempowerment

Recently, 414 Capital's Lindsey M. Wendler joined FEI Dallas for a Women in M&A panel, as part of their G.R.O.W series. The panel had a lively discussion about the state of the market, headwinds and tailwinds, and the importance of mentorship. They shared some published statistics as well as personal anecdotes and answered some engaging questions from the audience. #mergersandacquisitions #Investmentbanking #privateequity #corporatefinance

As a woman entrepreneur, you deserve a banker who understands your challenges, relates to your journey, champions your dreams, and celebrates your successes.      With over 30 years of industry experience, our Chief Deposit Officer, Lisa Salazar has witnessed the dynamic rise of women entrepreneurs and the crucial role women bankers play in their success. In this thought-provoking piece, Lisa dives into the benefits and impact of the powerful women entrepreneur + women banker duo>>>> https://lnkd.in/gk66m-zC

What can be better for comradery and motivation than this grassroots group for women in finance. I’m thrilled to be a part, where we share our concerns and support each others’ businesses. Yesterday we had our spring meet up, where we talked about growth, marketing and challenges particular to working in wealth management. #womeninfinance #wealthmanagement

When I think about professionalism and excellence, I think about how Nasha Knowles has grown her business after coming over to Equitable Advisors from Wells Fargo a couple years ago. Equitable Advisors supports Women led advisor firms like no other. Take a look at this short video on how it's going for Nasha and her practice...pretty darned good!

Let's celebrate women making progress, today and every day. This Women's History Month, UBS not only celebrates the tremendous achievements of women who have paved the way. We also pledge our ongoing commitment to supporting women on their continued journeys. UBS research continues to show that when women are engaged in the financial decisions that impact them and their future, everyone wins. In fact, almost 90% of women agree that money is a tool that can be used to help them fulfill their life's purpose. This Women's History Month, and every month, we strive to help women on their path to greater purpose, and to help them continue to reach for and achieve their goals. https://ubs.gv6.co/lUHG8u

I believe the best way to celebrate women - and basically any person of any gender - is to speak clear and loud on how you value them, look up to them, and how you're inspired by them every day. I like positive communication, so happily implement this approach every day, especially in my workplace. Once I shared this post today I though - why not to do it here and now? There're women who had a great impact on my career, and I just want to thank them here. Alina Volchek I always look up to her as the most dedicated and innovative leader I've ever worked with. Still can't understand how she perfectly combines the ability to completely trust you and always be there at the exact moment you need her advice or keen eye. Her bonus talent - she's the best in recruiting top pros:) Julia Petryk She's my PR role model. The two reasons I wanted to work for MacPaw: cats and Julia (I was 23, do not judge me). I ended up working for the competitor at Zeo Alliance (and grateful for it, because I met my favorite people there). When I started my career ten years ago, I thought she's the best in Ukraine. Today, I am sure she's not only the best proffesional but an incredibly strong person, one of the main drivers of Ukraine's victory.  Kimberly Tytyk, INHC, CIHC I always envy those colleagues who got a change to work more closely with Kim on content. Cause, guys, she's just the best in combining creativity and financial results. But still, everything I know about strategic thinking and organizing my own and my team (no matter how big) workflow I got from Kim. Also, her kindness, support and wisdom is something I still can rely on.  

#ICYMI - Our CEO, Katherine Jollon Colsher, spoke with Gregg Greenberg at InvestmentNews on the importance of recruiting diverse talent, the role that mentorship plays in pipeline development and GWI’s emphasized focus on retention. Watch the interview below!

Join us on Thursday, March 14th at 11:00 am PT for a special webinar on Investing In Women for Women's History Month. We'll explore the benefits of investing in women, delve into current workplace dynamics, identify areas for improvement, make a business case for gender lens investing, reveal how IMPAX selects gender leader public companies, and discuss strategies for investing in companies that support women. Clink link below to register!