Jasmine Margetson
Vice President, Business Support Manager II
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This year I celebrated my 15th anniversary with Bank of America and took advantage of one of our newer benefits of taking a paid sabbatical. Over the last month I was able to spend extra time with family, refocus on hobbies that ground and refresh me, and took a bucket list adventure to London, Paris, and Marrakesh. I'm beyond grateful to have a career centered around helping clients achieve their financial goals, partner with teammates who inspire me, and to work for a company that invests in their people to be their best self. Happy to be back and ready to rock and roll! #bestplacetowork Evelyn Castillo Joanne Kelly Fernando Nunez Drew Bradshaw
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Kathy Ta
Senior Vice President, Business Banking Market Executive at Bank of America
21h
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❤️❤️❤️
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Joanne Kelly
Consumer Lending Business Support Executive
3w
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Congratulations Jasmine on your 15th Anniversary and happy you were able to take things off your bucket list by visiting these amazing places during your sabbatical!
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Drew Bradshaw
3w
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Congrats Jasmine! Wishing you many, many, more milestone anniversaries!
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Jeremy Wilson
National SBA Senior Product Manager at Bank of America
3w
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That’s awesome Jasmine. Well deserved…looks like you had an amazing time!!
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Tracy L. Cooper, CFP®
Business Management Executive at Bank of America
3w
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Love this ! 🤗
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Max Oligario
Global Commercial Banking Georgia Market Executive- Senior Vice President
3w
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Congratulations on 15 years Jasmine!
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Evelyn Castillo
Managing Director, Preferred Business Executive
3w
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Congratulations Jasmine Margetson on your 15th! Amazing trip and so happy for you.
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Michelle Owens
Project Coordinator | Educator| Office Assistant
3w
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That's awesome, Jasmine! I'm so proud of/happy for you!
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Denise Taylor
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I spent two days at TIAA and I loved every minute of it! I met some amazing people and learned so much.I took part in the Small Business Expo, hosted by TIAA’s 9 Employee Resource Groups. These groups are employee communities formed on some commonality - like ethnicity, gender, interest or lifestyle.I saw a few familiar faces and met so many more. To me, the coolest part was so many of the businesses represented at the Expo were owned by TIAA employees. I love this so much. I think it’s awesome when a company acknowledges that their work isn’t all their associates do! And it’s even cooler to support them to show up fully instead trying to make them keep their personal interest out of the workplace. You have to help your employees love it there and it begins with acceptance. The other thing I didn’t realize is TIAA has a ton of long time employees. This is far less common these days. I met someone with 36 years, most had at least 10+, the average was 20+ with only a few having less than 5. This is a powerful datapoint for my business and it greatly influenced my dialogue with everyone I met. I had a lot of great conversations about career. Based on what I just said about tenure, I had MANY conversations about Reimagining Careers. This is a very common desire when you’ve been doing something for a long time or been working somewhere for a long time. Wanting to do something new is not a bad thing. But you will get frustrated if you don’t get clear on what or how to make a change. I was ready for that!On the flip side, career movement isn’t lightening fast for newcomers bc so many folks stick around. I had a number of conversations on “How to make career moves”. I was ready for that as my Power Leader curriculum is perfect for those looking to make career moves. This week reminded me why the Career Success Academy is needed. Every conversation gave me a glimpse into the good work we do. It felt so good to energize the atmosphere with hope and insight. Many thanks to everyone involved in making this happen at TIAA. And a very special shout out to Queen City Women in Business and Dawn Nicole McIlwain for getting the Career Success Academy plugged in.
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Luciana Olteanu
Head of Cloud Automation @ Adobe | Beyond 9 to 5, I sometimes share self-mastery insights I learn, guiding others to shape their narratives and show their true self and worth.
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Today, I returned to work after my 3-month sabbatical and took the chance to share a few things I've learned during this time. There’s much that comes to mind when I think of this period, but throughout the most intense reflections I’ve had, I can identify 3 phases that led to a sort of transformation in how I approach things nowadays. And that's what I share in today's blog post: https://lnkd.in/eY62-7DX
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Veery Capital
194 followers
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Cheers to Emily Dearing, AIF® on her 4th Work Anniversary! Grateful for four incredible years of growth, learning, and unforgettable experiences as part of our team. Click the link below to read more about our team.https://lnkd.in/eWNFsuQy #WorkAnniversary #VeeryCapital #FinancialServices #FinancialPlanning #WealthManagement #RetirementPlanning #RetirementPlans
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Caitlin Logue
Follow my journey from Saas Sales to Real Estate
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I took a sabbatical at age 29 and it wasn't planned.To give some context: Last year, I took some time off work. It wasn't planned. I wasn't fired or forced out. I was actually making great money. I had awesome teammates who I still talk to today. But I felt like I could do so much more, BE so much more, and corporate golden handcuffs were holding me back.A scenario where I know many of you can relate.I knew what I had to do.For me, I will always bet on myself and so the decision to leave a comfortable corporate job for something greater doesn't scare me.A life on the hamster wheel does.So it wasn't a difficult decision to be honest.Ultimately, I left my Saas career behind to go into real estate.But the road ahead was far more full of adversity, obstacles, and pain than I ever imagined.Breaking into a new industry is not for the faint of heart. That's why most people stay in the same industry their whole career.Nothing against that at ALL.I'm not even advocating for quitting your corporate job and entering a new industry. Don't do that without a plan just to stick it to the man.This is about the humbling scenario of starting a new venture at 30.This is about decisions and choices in lifeThis is about creating the life that YOU want, while also knowing the road ahead is difficult and lonely. You have to be mentally prepared for that. It's not glamorous.When you go against the grain, do not expect it to be easy. But it is worth it.
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Monika Chauhan
SDE-2 @MorganStanley | Former SDE Intern @MorganStanley | Tech Associate
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Stephen Gevertz
Partner at Lewis & Partners
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How it Started … How It’s Going.I’ve always been conscious about posting on Linked In, but as my “connections” have just been notified of my 20th work anniversary at Lewis & Partners, it feels an opportune time to take that leap and reflect on that period.Technically I’ve failed to achieve my goals I originally set out back in 2004 , of retiring at 40 and going back to being a DJ!… but in hindsight I am proud of what I’ve achieved in the work environment (as well as at home)In theory, our commercial property investment market has evolved hugely… gone are the days of the pure brokerage side of agency, where I think 50% of our job was to introduce properties to Pearl & Coutts first!… They were great times and the hustle never leaves you.But in practice, as we start this 2024/2025 season, that expectation of a more “perfect” commercial investment market being created, due to technology & available key information, has not materialised.Instead what has become increasingly evident at Lewis & Partners is that without strong relationships and key personal skills to help provide a service, then the information can only get you so far. The market remains the last “relationship led” asset class, where relationships & experience create value.We are seeing an increase in the market share of private investors within the UK property market, as institutional investors reduce their property exposure. Fortunately I’m grateful for the experience I’ve had over those 20 years so far at L&P, connecting & managing a range of investor profiles across virtually every sub sector of our market.Whilst stressful at times given the cycles over that period, I’ve enjoyed working with so many different agents & clients (even some lawyers!) and expect that experience will continue to be of value going forwards.So maybe things haven’t changed quite as much in our market… apart from the beards, the hairstyles, the smaller screens…and some people deciding Fridays are optional!The DJ career is still on hold, and whilst I love team at L&P… I hope it won’t be another 20 years before it’s back at the top of the agenda.
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Finology Ventures Pvt. Ltd.
24,902 followers
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We’ve got 2 reasons to clap and share high-fives today. 🫸🫷2 of our new, bright minds just completed their first year with us! Meet Devashree Kulkarni and Vinay Kumar. Both come from NiSM, both love finance, and both are super cool, calm and composed.💯Devashree joined us as a Finance Research Associate and instantly won us over with her brilliant research skills. Too good, just like her polite and disciplined approach to life. You talk to her for 5 minutes, and you’ll know how good a listener she is. Another amazing thing is how she fulfils her knack for travelling while others would struggle with “work-life balance”. (Told you, she’s disciplined.) 🤌One aspect where she goes off her healthy, headstrong path is when it comes to chocolates. But hey, that’s a necessity! 😉Vinay joined us as an Equity Research Analyst and, in no time, proved outstanding in his valuation skills. Two things he loves the most- the economy and cricket. 🏏Even as a shy guy, his ability to network with people is lit! Pretty sure his sense of humour is the secret weapon. His mantra for work-life balance- surround yourself with spirituality and meditate to keep stuff regulated. Isn’t that great advice? If not, he’d surely have a “jugaad” for you. 😎Both seem like the life of the workplace, right? Well, they certainly are! A Very Happy 1st Work Anniversary, guys! To one, and many more years of working together. 👏👏#workanniversary #celebratingemployees #Finology
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John Randall Bentley MBA
Senior Vice President: Alternative Investments
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A moment for Self-Reflection During my career at BNY, I have not been the best at all times. I have been challenged with various roles, but I always gave my best and commitment. One thing I can say about myself, I have always been #reliable. No matter the task, I would do whatever it took to deliver the best results. I am thankful for my #leadership team to trust me to lead, even if I did not have direct experience. As #leaders, we are expected to be placed in challenging positions and help our team succeed. Reliability and willingness to learn has given me the opportunity to continue my growth, my teams growth, and the ability to deliver for our clients. Always show up and give your 100%, even if you feel that the role isn’t within your skill sets- you will succeed! #growth #career #experience #future
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John Weaver, B.A.Sc, MBA
Airway Transportation Systems Specialist/ Air Force Veteran
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My last two work anniversaries have always been a very bittersweet time for me. As much as I appreciate my friends and family reaching out and recognizing my accomplishments, it’s also a time of reflection of what led me to this career transition to begin with; and why my first day at work was the worst workday of my life. This story gets personal, but if it can help someone get through their tough time, I’m at the point where I’m ready to share it. Even though I really enjoy what I do now, I also really enjoyed my previous career, despite the two being vastly different. Every aspect of managing a bank fit well into my personality. Every financial problem of a customer was a puzzle for me to solve; and I’m great at solving puzzles. I worked hard for the people I served, and my numbers reflected that in tandem (as they often do). Then a problem came up, and this puzzle became priority #1 to solve. Mom got sick. To spare you (and mainly myself) the details, mom wasn’t going to get better, and 5 years was the best case. So after looking at the options, the hard decision was made to make a career change. The master plan was that my wife was going to quit her job in order to take care of my mom. That created the challenge of supplementing her income. If this woman was going to put her career on hold and take care of my mother, the least I could do is make sure that our lifestyle was impacted as little as possible. At the company I worked, my only promotional opportunities involved me moving away to corporate or waiting for my boss to retire, none of which fit into our end objective. So in April of 2022 I accepted a position with the FAA, going back to utilizing my skills as an electronics technician that I gained in the Air Force. The master plan was set, the puzzle was complete, I had figured out the answer to yet another problem. But that just isn’t the way life works sometimes....... I have my start date tattooed on my chest. It isn’t because of how devoted I am to my job, or because I lost a bet at work. No- it’s there because it happens to be the same day that I lost my mom. The day that my perfect plan went up in smoke. The day we found out just how far the cancer spread. The worst workday of my life. I share this story about my start date because when I think back to it there is also hope that accompanies the sorrow. On my rough days, I always know that I have made it through worse, so I’ll make it through this one. I know that when I am down, the people who helped me through the start of my new career are still in my corner, cheering me on. I know that the people I lace up my boots for each morning will be there to greet me when I come home. I didn’t make it through that day alone, but I made it. Because of that, I know I can make it through each day after. That is why I appreciate the hard days; after a rainstorm is when you truly appreciate the sun. I love you Mom-John
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Greg McLoughlin
Employee Benefits Consultant at USI Insurance Services
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New career milestone here 😎! On Wednesday, I celebrated my 10-year anniversary as a health plan consultant. Reflecting on the past decade within the industry, there have been significant challenges: Pay or Play & Individual Mandates, State Leave Laws, COVID-related issues to name a few. Despite all the efforts -Rates have more than doubled during this time, creating budget challenges for many employers. 🤔 Have I failed, or are we navigating a flawed system?Looking ahead, uncertainty looms, but preparation is key. In employee benefits, finding balance between financial constraints and employee experience is crucial. Reactive decisions can be detrimental to both.Join me in August for a gathering where we can discuss how to proactively create a sustainable plan for the future. Let's navigate the turbulent waters together! 💪🌊🌊🌊
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