Karen Wawrzaszek, Certified Financial Planner and Community Activist (Part 1 of 2)
Release Date: 08/31/2018
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info_outlineKaren Wawrzaszek is a Certified Financial Planner, a social entrepreneur, and a community activist. She has over 20 years of experience operating at the intersection of business, wealth management, commerce, and social impact and has dedicated her career to connecting the professional space with the community.
In this episode of The Culture Gap — the first of two episodes featuring Karen — she shares more about her background in finance and what sparked her passion for community activism. She sheds light on the cultural norms in the finance industry, particularly with regard to wealth management, and how culture has changed as a result of the 2008 financial crisis. Karen and Daniel also discuss the role of collaboration and teamwork in the finance industry, and how organizations can move towards instilling these values. Welcome to The Culture Gap.
Key Takeaways:
[:43] Daniel introduces his guest for this episode — Karen Wawrzaszek.
[1:22] Who is Karen?
[1:58] Did Karen’s passion for community activism start at an early age?
[3:11] Who were some people who shaped Karen’s values?
[5:52] What drew Karen to the field of finance? What was her experience as a woman in a male-dominated field?
[9:17] Who were some people who “took chances” on Karen that made all the difference?
[13:30] What is the culture like in the finance industry, specifically with regard to wealth management?
[16:14] What has Karen learned about the role of collaboration and teamwork, and how to instill that value in organizations?
[20:00] How did the financial crisis of 2008 bring about culture shifts in the financial industry?
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