你的职业是什么?? 你是怎么进入这一行的?
I worked for Merrill Lynch in Pittsburgh and New York as a stockbroker.  My job was to cold call 350 people a day to convince them to purchase investments and open an account at Merrill Lynch. 1997年，我创办了申利资本公司.,a full-service Registered Investment Advisory firm which offers customized financial strategies that ensure every individual, 业务, 以及它所服务的非营利组织, 会感到满足, 安全, 并对他们的未来持乐观态度.

今天, Schenley has grown its clientele tenfold and brings more than 25 years of experience and research acumen to counsel a diverse group of clients on choosing an investment plan that performs solely for their specific needs. The firm has guided millennials trying to find their futures, 需要应急储备的家庭, and generations hoping to preserve and grow their wealth. 我们有退休计划, 非营利组织, and pension portfolios and assist them in conserving principal, 因此，它们已经做好了增长的准备.

Is t在这里 a project or accomplishment in your career that you’re most proud of?
My first accomplishment that I am super proud of is my three daughters–they all went to Ellis and two graduated from Ellis. They are all very independent, hardworking, and have a great sense of humor! A second accomplishment would be acquiring the Executive Certificate in Financial Planning from Duquesne. It was difficult to pass all five knowledge areas–things like ethics and principals, 遗产规划, 好处, 等.但我做到了. 这个项目很有趣，也很有挑战性. 我似乎是一个终身学习者, 我继续获得认证, 我参加课程，我不断地阅读. I read about new technology, new companies to research and how other firms are managing.

What do you like the most about financial management?
I like meeting with current and new clients to assist them with the management of their money. I love creating unique strategies and designing investment portfolios which will grow and work for each specific client. It is like selecting tools from a toolbox–each investment works with all the rest to create a unique portfolio. I also like to recommend 遗产规划 strategies to save our clients money by paying less taxes. In addition, I like educating clients about investments and finance. 最后, I love the constant process of researching new companies which we can place in our portfolios for our clients.

What do you think is the biggest lesson that can be applied from your line of work to everyday life?
Listening— especially when it comes to our clients and asking the hard questions. We analyze their situation and then provide them with a comprehensive financial solution. We are very thorough to research all the investment possibilities, analyze investments and then select the correct portfolio. We provide great detail in our proposals and we are very transparent. We work hard to acquire new clients and work very hard to keep our clients satisfied. 因此，我们提供高品质的服务.

We often talk about girls developing into changemakers at Ellis, what does that mean to you? 你是如何成为变革者的?
对我来说这意味着, 努力工作，与众不同, 有强烈的价值观, 为正义挺身而出, 问问题, and always trying to educate and improve yourself. Being a woman in a male dominated field such as Investments and Finance has been difficult but I continue to charge ahead. When I started at Merrill Lynch–t在这里 was an office of 80 brokers, and I was one of five women. When I started my own Investment Advisory Firm in 1994 it was very unusual for females to own their own firm. T在这里 were not many women owned firms, maybe 1 out of 50.

Another thing was succeeding in acquiring a large client base of high-net worth clients and non-profit organizations. 我们的客户群中有一部分是女性. They control their own wealth and are executives, lawyers, doctors, or widows. It is very satisfying to help women be more confident in their investment decisions.Ultimately, change happens with very small actions or decisions. You can’t think about what others are going to perceive of you, just do it and don’t worry about others’ opinions.

What is the most important lesson you learned at Ellis?
As a female–I can accomplish anything which I put my mind to with no limitations.