With my Series-6 Limited Securities and Health and Life Insurance licenses, and prior experience in corporate finance and personal wealth management for several Fortune 500 companies, including Arthur Andersen and Weber Shandwick, I’m uniquely equipped to drive strategic initiative success by focusing on the company goals holistically.
I am fanatical about people and numbers, the utilization of agile methodologies, bottom-line profitability, and creating opportunities for professional and personal growth. I also love networking with people and being a mentor. Being a co-host on the most practical business podcast in the world – One Next Step – allows me to share my insights, interview exciting guests, and use this new platform to continue to mentor in a whole new way.
I’m also a lifelong learner as an avid reader, history buff, and architecture geek.
One Next Step Podcast
127: Maxwell Leadership Exclusive: Using Time or Abusing Time
Today on the podcast, we have a special episode courtesy of our friends at the Maxwell Leadership Podcast. BELAY CFO Lisa Zeeveld sat down with Mark Cole recently to co-host an episode of the Maxwell Leadership Podcast about how to get time back as a leader.
126 Bonus: How to Keep Priority Emails From Getting Lost In the Mix
In this Bonus Next Step, Tricia and LZ share how to identify and prioritize your most important emails so they don’t get lost in the mix.
126: Inbox Zero – Email Inbox Management
Communication is a critical part of leadership. But managing email can be tedious and frustrating for busy leaders. In this episode, Tricia and LZ will discuss their strategies for email management and reaching “inbox zero.” Leaders will get new ideas about how to manage email, how Tricia and LZ delegate to their virtual assistants, how they prioritize their emails, and a lot more!