What do you do for work and what are your day-to-day responsibilities?
I own a financial services company called Pearl Capital Management. Day-to-day work includes running the business tasks and client services tasks at a high level. Running the business can take the form of planning how and when to grow the business, hiring new personnel, adding additional branch offices, implementing new marketing strategies, staying on top of compliance, etc.
Also, I love that I still get to be client-facing. I do everything from trading stocks to handling investments for my clients, which can include writing financial plans on how to pay for their child’s college education and keep them on track for retirement.
How did your time at the UA prepare you to make networking connections and be successful as a professional?
The UA connected me with a network of like-minded professionals, who have been a backbone of support throughout this process. Some of my UA connections are B2B business consultants and attorneys, entrepreneurial friends who are also navigating the business-ownership world, clients, and supportive best friends.
What is the best piece of career advice you have ever received?
As an entrepreneur, it’s easy to get stuck in the day-to-day whirlwind of working “in the business.” In my case, that’s the client services part, which is very important.
The best advice I’ve been given is to spend a little time every day working on the business. This is not usually time-sensitive, so it’s easy to put it off. But, if you never make a plan on how you want your company to grow, it probably never will.