Sep 13, 2021
Women in Finance
Veronica Gamracy, Robin Koroluk, and Juliana Wong join Jordan Wilson to discuss women’s issues in finance.
Veronica Gamracy is a Portfolio Manager and Investment Advisor with CIBC World Markets in Saskatoon. With over 35 years of experience serving a clientele of affluent individuals, institutions, and corporations.
Robin Koroluk is a Senior Wealth Advisor and Portfolio Manager with Scotia Wealth Management. Robin entered the industry about a decade ago.
Juliana Wong is a Capital Markets Director at Concentra Bank, where she manages and monitors Concentra's investment portfolio and funding sources via capital markets.
During the podcast, we discuss:
3:00 How has the finance industry evolved for women over the years?
13:25 Is there a “wage gap” and how can women reach more senior positions?
19:25 Should people take a narrow focus early on in a career?
23:40 Is the CFA exam curriculum all about “financial advising” or are there more areas of study?
33:25 How is the CFA Institute doing in emphasizing “diversity” in the work force?
39:40 What are some career growth areas for CFA professionals?
49:35 What are the changing “dynamics” in the finance workforce and on teams?
55:35 What advice would you offer people listening to this podcast?