#ProtivitiWomenInFSI – Meet Jill

On October 6, American Banker will host its 14th annual “The Most Powerful Women in Banking and Finance” awards dinner. Protiviti is proud to be the exclusive Platinum Sponsor and to celebrate this milestone achievement with executives and leaders from some of our clients!

To gear up for this momentous moment, we are going to spend the month of September spotlighting a few #ProtivitiWomenInFSI and their unique stories. Next up in our series is Jill!  

Jill is a Risk and Compliance Director in our Charlotte office

Jill is a Risk and Compliance Director in our Charlotte office

  • What was your path to Protiviti? – “I have my MBA from the Stern School of Business. Prior to getting my MBA, I spent 6 years at Merrill Lynch. After my MBA, I got a job at Bank of America as a High Grade Corporate Bond Trader. I was there for 8 years. In the height of the financial crisis, I was let go from Bank of America and went to work at the Federal Reserve in a Capital Markets and Trading Risk role. From there I went back to Bank of America in Regulatory Relations and Compliance and then I came to Protiviti; where I can use my capital markets/trading experience along with my Federal Reserve experience.”
  • What excites you the most about your work in the financial services industry? – “I am most excited about my work in the financial services industry because the arena is always changing. In order to stay up to date with the most recent rules, regulations and market environs, I must stay up to date with current affairs and world markets and economies.”
  • What has been the biggest challenge you have faced working in the financial services industry? – “One of the main challenges I faced in my career was the level of flexibility in the industry at the time. In my previous role as a High Grade Corporate Bond Trader, given the nature of that business during that particular time, it was necessary to physically be at the office in order to transact trades.  It was the nature of the business, and I knew that when I took the role.  As time passed and my life changed, I needed more flexibility which I found. Of course, modern-day technology has increased flexibility in this area now tremendously.”
  • Who has played a critical role in the development of your career? – “My husband has played a critical role in the development of my career. I have been able to have a family and a successful career because of his support. Until Protiviti, I had not had roles that are typically flexible and his support of my career and his willingness to have a flexible schedule has allowed us to have a great family life with wonderful balance.”
  • What advice would you give to both current and future women in banking to face the future with confidence? – “Stay strong. Stay true to yourself and speak up.  Do not take a back seat – be your biggest advocate.”
Pictured above is Jill and her family in Iceland.

Pictured above is Jill and her family in Iceland.

#ProtivitiWomenInFSI – Meet Sarah

On October 6, American Banker will host its 14th annual “The Most Powerful Women in Banking and Finance” awards dinner. Protiviti is proud to be the exclusive Platinum Sponsor and to celebrate this milestone achievement with executives and leaders from some of our clients!

To gear up for this momentous moment, we are going to spend the month of September spotlighting a few #ProtivitiWomenInFSI and their unique stories. Next up in our series is Sarah!

Sarah, a Senior Manager in our Hong Kong office, started her career in our Chicago before moving to Hong Kong to help build Protiviti’s financial services presence in that region.

Sarah, a Senior Manager in our Hong Kong office, started her career in our Chicago office before moving to Hong Kong to help build Protiviti’s financial services presence in that region.

  • What was your path to Protiviti? – “I came to Protiviti after 6 years of industry experience. I was a commercial banker at a regional bank in Chicago when I was introduced to Protiviti by a recruiter from Robert Half International. At the time I was about 1.5 years into my MBA. I knew I wanted to do something other than commercial banking for the rest of my life, but I wanted to stay within the financial services industry. Risk & Compliance consulting seemed like a great way to experience many different areas of banking while I decided what I wanted in a “grown up job”. I didn’t expect that I would want to make Protiviti my career, but it turns out I fell in love with the job and the people I work with every day, so it just sort of worked out.”
  • What excites you the most about your work in the financial services industry? – “I love the fact that in my 3+ years at Protiviti, each project has been incredibly different and has presented a new challenge. I started my career working with the Data & Analytics team on some model validation projects. I learned about quantitative techniques and how to measure a number of risk factors (credit risk, market risk, operational risk). From there, I worked on a number of capital management projects including some model validations and a positive assurance audit for a bank that was applying with the Canadian Regulator, OSFI. After that, I worked on a regulatory risk and control mapping project, which was my first taste of working in the 2nd line of defense and in Anti-Money Laundering. A year ago, I moved to Hong Kong to help build out Protiviti’s Hong Kong financial services presence. It has been immensely challenging, but also rewarding. I guess that’s my long winded way of saying that the best thing about Protiviti is that I’ve never once been bored by my work. I really believe that at this firm, there is always opportunity to do something new, different, and life changing!”
  • What has been the biggest challenge you have faced working in the financial services industry? – “One thing that comes to mind is that the regulatory regimes in Asia tend to lag behind those of the US and UK by about 5 years. For example, the Hong Kong Monetary Authority didn’t release Anti-Money Laundering legislation until 2012, and they didn’t bring their first enforcement action until July 2015. As a result, in Hong Kong there are very broad discrepancies in the level of sophistication of the AML programs that are currently in place between large global organizations who have dealt with US/UK regulators over the last 5-8 years and small/medium sized banks that have not experienced AML regulatory enforcement. We have sometimes run into the challenge that having a robust AML/ Financial Crime program is not as much of a priority here. Having lived through a number of enforcement actions at this point, it can be frustrating because we want to help fix issues before it becomes a regulatory mandate, but it is difficult to demonstrate the value of getting out ahead of the problem until context has been established by the regulators. Until firms see the magnitude of time, money, and effort that remediation projects require, they don’t see the reason for investing in change.”
  • Who has played a critical role in the development of your career? – “First, Chicago Managing Director Jeff played a huge role in my career development when he hired me! Also, when I first came to Protiviti, Todd and Shaheen from the Data & Analytics team gave me an opportunity to work on their projects despite the fact that I had no model validation experience whatsoever. This was critical to my success and happiness, because it allowed me not to travel while I finished out my MBA. At the time, I don’t think I realized what a challenge it would have been to maintain a high quality of personal relationships, professional success, and school work whilst travelling Monday to Thursday. Looking back, it was an absolute godsend. Last and most importantly, Chicago Managing Director Cory changed the course and trajectory of my career when he gave my husband and me the opportunity to join the Hong Kong office. I don’t think anyone could have prepared me for how challenging and rewarding this experience has been. It’s forced me to be introspective and to confront and improve upon my greatest weaknesses, both personally and professionally. My goal is to leave Hong Kong as a stronger leader, a better partner, and a more well-rounded person.”
  • What is your advice would you give to both current and future women in banking to face the future with confidence? – “Have you ever seen the Jim Carrey movie, Yes Man? It’s about a negative guy who is kind of stuck in his ways, but then goes to a self-help seminar and becomes a “Yes man”. Every time he is asked a question, he says yes, without allowing himself the opportunity to over-think it or to consider the uplift it will require. In the movie, Jim Carrey takes it way too far, but I love the general concept; that the only person who can stop you from accomplishing everything you’ve ever wanted is yourself. The biggest mistake I made early in my career was to pass up potential opportunities because I wasn’t sure if I was ready or I didn’t know if I was qualified enough. I was holding myself back because I didn’t know how to deal with uncertainty. My advice is to be a Yes Man! Accept the challenge and be confident that you will succeed. If you give people a reason to doubt your ability, they will surely take you up on it. Take the opportunity to prove to everyone that once you’ve set your convictions, you’re a force to be reckoned with!”
Pictured above from left to right; Sarah, her husband Scot (also from Protiviti Hong Kong), Priscilla from Protiviti NY, Enrique from Protiviti Chicago, and Melissa from Protiviti London. Everyone was in town for different reasons, but they all managed to find time to get together for a quick drink!

Pictured above from left to right; Sarah, her husband Scot (also from Protiviti Hong Kong), Priscilla from Protiviti New York, Enrique from Protiviti Chicago, and Melissa from Protiviti London. Everyone was in town for different reasons, but they all managed to find time to get together for a quick drink!

#ProtivitiWomenInFSI – Meet Bernadette

On October 6, American Banker will host its 14th annual “The Most Powerful Women in Banking and Finance” awards dinner. Protiviti is proud to be the exclusive Platinum Sponsor and to celebrate this milestone achievement with executives and leaders from some of our clients!

To gear up for this momentous moment, we are going to spend the month of September spotlighting a few #ProtivitiWomenInFSI and their unique stories. Next up in our series is Bernadette!

Bernadette is a Risk and Compliance Director in our Metro DC office. She has spent parts of her Protiviti career in our New York and Baltimore offices before coming to DC.

Bernadette is a Risk and Compliance Director in our Metro DC office. She has spent parts of her Protiviti career in our New York and Baltimore offices before landing in our Metro DC office.

  • What was your path to Protiviti? – “My first job out of college was with a Big Four firm working in Transaction Advisory Services. After about two years, my direct manager at the time was leaving to go to this “start-up” consulting firm and asked me to come with him. That was nearly 12 years ago.”
  • What excites you the most about your work in the financial services industry? – “I like seeing how rapidly the industry changes and adapts. Not only to regulatory requirements, which is the area I primarily focus on, but also the advances in technology, security, and customer facing applications.”
  • What has been the biggest challenge you have faced working in the financial services industry? – “Changing the perception of Risk Management. This is not a challenge limited to the financial services industry, but there is often a reactive, rather than proactive approach to implementing and communicating risk strategies. I think people tend to feel more empowered to make holistic changes when they see the big picture and understand how they are part of meaningful changes.”
  • Who has played a critical role in the development of your career? – “My mentors have changed a lot over the course of my career. I tend to gravitate towards people that have a strong work ethic and are gracious, kind, innovative and supportive in everything that they do.”
  • What advice would you give to both current and future women in banking to face the future with confidence? – “It’s an old fashioned story. My mom’s teaching salary wasn’t considered a source of income when she and my father applied for their first mortgage in the 1960’s. In those days women would often quit their jobs after having children and weren’t considered “reliable income”. My mom always said, “Make sure you’re never in a position where you aren’t valued.” My mom wasn’t saying not to become a homemaker, but to ensure you are self-reliant, hard-working and know your worth.”
Pictured above is Bernadette with her husband Rob after they kayaked to an island off the coast of Bar Harbor, Maine. Outside of work, Bernadette enjoys being with her kids, traveling, cooking, golfing, and scuba-diving.

Pictured above is Bernadette with her husband Rob after they kayaked to an island off the coast of Bar Harbor, Maine. Outside of work, Bernadette enjoys being with her kids, traveling, cooking, golfing, and scuba-diving.

#ProtivitiWomenInFSI – Meet Indre

On October 6, American Banker will host its 14th annual “The Most Powerful Women in Banking and Finance” awards dinner. Protiviti is proud to be the exclusive Platinum Sponsor and to celebrate this milestone achievement with executives and leaders from some of our clients!

To gear up for this momentous moment, we are going to spend the month of September spotlighting a few #ProtivitiWomenInFSI and their unique stories. Next up in our series is Indre!

Indre is a Financial Services Director in our Los Angeles office  

Indre is a Financial Services Director in our Los Angeles office

  • What was your path to Protiviti? – “I grew up next door to Chicago Managing Director, Greg. Our families shared in a lot of neighborly activities together. Greg and his family would also always support me in my high school walk-a-thon.  After I graduated high school, Greg would check in with my parents to see how my education was going.  He was the one that suggested I double major in Finance and Computer Information Systems. He said it would give me an edge in a slower job market.  Sure enough, he was right, and I was able to secure a spot in Merrill Lynch’s credit risk training program right out of college.  He continued to check in with my parents over the years, and one day asked if I would like to interview for Protiviti.  I went in that following week and interviewed. The rest is history. 12 years and counting!”
  • What excites you the most about your work in the financial services industry? – “The challenge of a dynamic industry! Things are always changing and I like the challenge of trying to figure it out with a team of really talented people!”
  • What has been the biggest challenge you have faced working in the financial services industry? – “Keeping up with the industry changes. One day you think you are an expert in a topic, and the next thing you find out some new regulation was released that you need to learn and speak to intelligently.  Luckily we are supported by an amazing team that can help fill those knowledge gaps when needed.”
  • Who has played a critical role in the development of your career? – “In every step of my career there have been people that have helped pave the way to my success. You can never underestimate the importance of relationship building.  One day the manager you are working with on a small engagement becomes your service area leader; or a senior consultant that you used to commiserate with becomes your product Managing Director. Every relationship is important and creates a lifetime of connections, and fortunately for me, friendships as well!”
  • What advice would you give to both current and future women in banking to face the future with confidence? – “Don’t sweat the small stuff. Problems can become learning opportunities and stepping stones needed to build the foundation for career success.”
Pictured above is Indre, her husband, and their 4 year old son. They decided to set-up an impromptu campsite in their backyard.  They roasted marshmallows together while enjoying their backyard view of downtown LA (and a glass of wine!). Indre said “It’s simple moments like this that make me feel so blessed!”

Pictured above is Indre, her husband, and their 4 year old son. They decided to set up an impromptu campsite in their backyard.  They roasted marshmallows together while enjoying their backyard view of downtown LA (and a glass of wine!). Indre said “It’s simple moments like this that make me feel so blessed!”

Protiviti Receives Bronze Level Award for “Passport to Protiviti”!

brandon-hall-bronze-passport-2016

Over the last few weeks, Protiviti has had a lot to celebrate! From being named one of the Top 15 Consulting Firms by Consulting Magazine for a third year in a row to our recent Achievers Award as an Elite Eight firm for our Culture, we are honored to be recognized in so many outstanding categories.

Recently however, we won an award for a new program in our firm, and we are pretty excited. The Brandon Hall Group Excellence Awards Program is one of the most prestigious award programs in the industry. They award companies on various parts of their employment practices ranging from Talent Acquisition to Candidate Experience.

Protiviti is thrilled to announce that we received a Bronze level award in their “Best New Hire Onboarding Program” category for our recent roll out of “Passport to Protiviti”. This innovative onboarding program starts when a candidate accepts her Protiviti offer and continues until her one-year anniversary with our organization. Currently, every full time U.S. new hire receives this exceptional experience, ensuring a smooth transition and a meaningful connection from the very start.

Protiviti's Passport to Protiviti onboarding program leverages technology as well as in-person experiences such as games and breakout sessions.

Protiviti’s Passport to Protiviti onboarding program leverages technology as well as in-person experiences such as games and breakout sessions.

Human Resources Director, Jessica Harrison, who led the development of this exciting program, had this to say about the accolade:

“We are very excited that our Passport to Protiviti onboarding program has been recognized. In creating Passport, we focused on feedback we received from our people to ensure the program prepared individuals for their Protiviti careers. While we love the external recognition, we are even more pleased with the fantastic feedback we have received directly from our new hires and their project teams. We continuously adjust our Passport content to ensure it is fresh and relevant. We are looking forward to building upon this initiative and plan to roll out Passport globally in the next year”.

Congratulations to our entire team for this outstanding achievement!

#ProtivitiWomenInFSI – Meet Krithika

On October 6, American Banker will host its 14th annual “The Most Powerful Women in Banking and Finance” awards dinner. Protiviti is proud to be the exclusive Platinum Sponsor and to celebrate this milestone achievement with executives and leaders from some of our clients!

To gear up for this momentous moment, we are going to spend the month of September spotlighting a few #ProtivitiWomenInFSI and their unique stories. Next up in our series is Krithika!

Krithika, a consultant in Risk and Compliance, started in our Chicago office but has since transferred to our office in London

Krithika, a consultant in Risk and Compliance, started in our Chicago office but has since transferred to our office in London

  • What was your path to Protiviti? – “I interned with Protiviti in 2013. After graduating from Northwestern University with a degree in Economics and Math, I returned to the firm full time as a consultant. I joined the Chicago office after graduating and then transferred to the London office late last year.”
  • What excites you the most about your work in the financial services industry? – “The financial services industry is one of the most diverse, dynamic and innovative industries to work in. During my time at Protiviti, I’ve seen a wide range of clients within financial services including large retail banks, small digital lending firms, a clearinghouse and a supply and trading company. Each opportunity gave me varied insights into different aspects of the industry. Since I work largely within the risk, data and analytics world, it’s very interesting to see how the same model might be implemented in different firms on completely different customer bases with very different products – one dance done many ways.”
  • What has been the biggest challenge you have faced working in the financial services industry? – “The dynamic nature of the financial services industry also comes with the challenge of keeping up to date with the latest trends, regulatory updates and best practices. I help out with a couple newsletters on emerging risk in financial services to keep track of it within my day to day work.”
  • Who has played a critical role in the development of your career? – “My advisors at Protiviti have always been absolute legends and reply to my emails, even if it’s 6 pm in New York.”
  • What advice would you give to both current and future women in banking to face the future with confidence? – “Speak up, know yourself and make sure you’re heard.”
Pictured above is Krithika during a Segway tour in Granada this past summer

Pictured above is Krithika during a Segway tour in Granada this past summer

#ProtivitiWomenInFSI – Meet Lauren

On October 6, American Banker will host its 14th annual “The Most Powerful Women in Banking and Finance” awards dinner. Protiviti is proud to be the exclusive Platinum Sponsor and to celebrate this milestone achievement with executives and leaders from some of our clients!

To gear up for this momentous moment, we are going to spend the month of September spotlighting a few #ProtivitiWomenInFSI and their unique stories. Next up in our series is Lauren!

Lauren is a Senior Consultant in our Risk and Compliance solution. She started her Protiviti career in our Charlotte office but has now moved to Atlanta

Lauren is a Senior Consultant in our Risk and Compliance solution. She started her Protiviti career in our Charlotte office but has now moved to Atlanta

  • What was your path to Protiviti? – “I was drawn to financial services after working for the Securities and Exchange Commission. When I graduated with my Juris Doctor from the University of Georgia School of Law in 2013, I decided to pursue a career in the financial services industry. I met an Associate Director at Protiviti, who later invited me to interview for a consulting position. It has been a great fit ever since.”
  • What excites you the most about your work in the financial services industry? – “The most exciting aspect for me is working with intelligent individuals who inspire me on a daily basis.”
  • What has been the biggest challenge you have faced working in the financial services industry? – “The biggest challenge I faced was understanding that there is no “one-size-fits-all” approach. Short cuts are not sustainable. It is rewarding to partner with a client to design and implement a customized strategy for their specific business model and risk appetite.”
  • Who has played a critical role in the development of your career? – “Three individuals stand out to me within Protiviti. First is Chicago Managing Director, Michael B. for his methodology and approach. Second is San Francisco Managing Director Steven S. on his attention to detail. Finally, Charlotte Senior Manager Brendan S. on his advice and encouragement.”
  • What advice would you give to both current and future women in banking to face the future with confidence? – “Take charge of your own development; act confidently, learn constantly, and be aware of how you portray yourself.”
Pictured above is Lauren hiking in the Georgia Mountains this past winter

Pictured above is Lauren hiking in the Georgia Mountains this past winter