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Q&A with finance leader: Lead with context, coach with content

Future CFO

I can vividly remember my first high school economics class, that was when I first realized that math wasn’t only theoretical. Another significant milestone was my stint as the chief audit and control officer based in Zurich, Switzerland. Kris Giswold (KG): My journey in finance began with my love of puzzles and numbers.

Finance 52
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Transcript: Linda Gibson, CEO PGIM Quantitative Solutions

Barry Ritholtz

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. Not the usual combination. What happened?

Math 52
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Transcript: Julian Salisbury, GS

Barry Ritholtz

You begin in audit practice at KPMG. So how do you then go from tax and audit practice to finance and investing? And again, I ended up in the financial services audit practice at KPMG. We just get to focus on assets and asset risk management. It’s great to be here. What was the original career plan?

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Using Detailed Meeting Checklists to Drive Referral Growth

CFO News Room

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. We need paystubs, audit your tax withholdings. You’re obtaining clients.

Planning 130
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Transcript: Sean Dobson, Amherst Holdings

Barry Ritholtz

And so the other thing is, is that, and I think it’s our core risk management culture, is that we think that till risk is way more probable than everyone else does. And I was always good at math and, and I had been writing code since I was in the sixth grade. But the consumers had culpability as well.