Embracing the Future with a Foundation in Tradition:
As I look back on my professional journey, the years BNY Mellon | Pershing stand out as a defining chapter in my career. Those days were more than just a period of professional growth; they were a time of deep learning and embracing values that have become a cornerstone of my ethos.
BNY Mellon | Pershing, I learned the power of integrity, the importance of diversity, and the courage to lead. Every day was a new opportunity to innovate while staying true to these core principles. My role allowed me to witness firsthand the impact of putting our best foot forward, not just for the company, but for each client and the communities we served.
Now, as I navigate the exciting world of AI and wealth management with JIFFY.ai, I find these values more relevant than ever. The financial industry is at the cusp of a new era, where technology like AI is revolutionizing how we approach wealth management. But even as we embrace these advancements, the lessons from BNY Mellon | Pershing remain a guiding light.
Incorporating AI JIFFY.ai is not just about leveraging new technology; it is about enhancing the principles of excellence, integrity, and diversity that I've carried with me. It's about creating a future that respects the past, values every stakeholder across the value chain, and leads with courage.
As I reflect on this journey, I am grateful for the solid foundation my time at BNY Mellon | Pershing provided. It's a reminder that while the tools and techniques may evolve, the core values that drive us towards success remain timeless.
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General Counsel and VP, Compliance at Independent Financial Group, LLC
2moWas such an incredible and inspiring event overall and then this at the end...beyond! He was so humble, well-spoken and insightful. Lots of notes and lots to think about (from all the speakers!). Thank you, Pershing for always making sure this conference is a home run...another wonderful INSITE.