loader from loading.io

Facing Issues in The Community Head-on with Rich Haddad

Executive Decisions by SYM Financial Advisors

Release Date: 04/11/2023

Life 2.0: Finding Purpose Beyond Retirement show art Life 2.0: Finding Purpose Beyond Retirement

Executive Decisions by SYM Financial Advisors

In today's episode of Executive Decisions, host Sarah Delahanty speaks with Todd and Cindy Shinabarger about their inspiring journey of transitioning from demanding careers to what they call “Life 2.0”—a purposeful and fulfilling phase of life dedicated to service and impact. Todd and Cindy share their experiences of stepping into volunteer roles with Operation Mobilization, where their skills in IT and science transformed projects and systems, helping the organization achieve excellence. They reflect on the importance of being intentional, crafting a plan, and seeking purpose beyond...

info_outline
From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis show art From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis

Executive Decisions by SYM Financial Advisors

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasizes the importance of work ethic, persistence, and building relationships, sharing valuable insights from his experiences. Todd also discusses his post-executive life, engaging in mentorship, fundraising efforts for his community, and continuous...

info_outline
A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm show art A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm

Executive Decisions by SYM Financial Advisors

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship on his career, and the significance of lifelong learning in both personal and professional realms. Through anecdotes and advice, the conversation delves into the integration of personal interests with family life, highlighting the holistic...

info_outline
From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early show art From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early

Executive Decisions by SYM Financial Advisors

In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Point to Rochester Institute of Technology, and his shift from accounting to packaging engineering, emphasizing the importance of aligning one's strengths with career choices. The episode delves into Tim's experiences with changing industry...

info_outline
Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James show art Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James

Executive Decisions by SYM Financial Advisors

Dionna has been with Whirlpool Corporation for 15 years and currently leads the Whirlpool Sales Enablement Team as well as being the Chief of Staff for the Sales SVP.  She is responsible for creating strategies and experiences to enable profitable sales growth for both Whirlpool and its Trade Customers. Dionna has held various positions with escalating responsibility within training, operations, sales and merchandising. As an accomplished sales leader she has been awarded National Sales Manager of the year and has delivered record breaking profitable growth in each of her respective role...

info_outline
From a Service Station Garage to Financial Advisory: Insights on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever show art From a Service Station Garage to Financial Advisory: Insights on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever

Executive Decisions by SYM Financial Advisors

Dennis McKeever has a bachelor’s degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry from the University of California, Irvine. Dennis retired from Dow Chemical after a thirty year career where he primarily served as a senior manager in Research and Development.   However, he also had two business management experiences – first as the manager of the Chemicals business for Latin America and subsequently as the VP for the Polyolefins and Elastomers business unit for Dow North America.  After retiring from Dow, he served for six years as the...

info_outline
From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens show art From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens

Executive Decisions by SYM Financial Advisors

Matt Stevens transitioned from the U.S. Navy in July 2017 after serving for 26 years as a SEAL. He attended The Honor Foundation’s (THF) inaugural East Coast class in the Spring of 2016, joined the THF SOF Advisory Board in the Spring of 2017, and then joined THF’s Board of Directors in February 2018. Throughout his career, Matt served as a Special Operations Executive leading high-performing teams conducting our nation’s most sensitive operations, cultivating interagency relationships and executing plans in dynamic environments. Matt served on the leadership team of an emerging...

info_outline
Balancing Growth and Experience with Ed Mohr show art Balancing Growth and Experience with Ed Mohr

Executive Decisions by SYM Financial Advisors

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, global mobility, benefits, health, wellness pensions, and 401 k plans globally. As a member of the Global Senior HR Leadership Team, he plays a crucial role in shaping the company's human resources strategies. Ed holds a bachelor's degree in Marketing...

info_outline
Blazing Trails and Giving Back with Jenée Velasquez show art Blazing Trails and Giving Back with Jenée Velasquez

Executive Decisions by SYM Financial Advisors

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County's Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in driving economic growth and prosperity. Prior to that, she served as the Manager of Economic Development Services and the first Downtown Development Authority Coordinator in Midland. She also worked for the Manhattan, Kansas Convention, and Visitors...

info_outline
TACTICAL | Executive Compensation show art TACTICAL | Executive Compensation

Executive Decisions by SYM Financial Advisors

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, including determining what may be beneficial to exercise relating to stock options, selling or retaining restricted stock units, participating in employee stock purchase plans, and deferred compensation plans. Sarah also explains the complexities around tax...

info_outline
 
More Episodes

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation's operations. With his expertise in financial reporting, he ensures the prudent management of the foundation's funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21's mission. He graduated from Grace College with a Business and Accounting degree and also holds a Master of Science degree in Non-Profit Management. Rich lives in Warsaw, Indiana with his wife, Kathy, and together they enjoy living near the lake, various water sports, golf, and running. Rich is the proud father of two children and a doting grandfather to two grandchildren.

 

Today, Rich joins me to explain how to be a mentor and a leader in your community. He shares his career journey and tells us what he’s been up to since leaving SYM in 2000. We discuss the value of self-discovery and how Rich learned to reflect on his own life to become a better employee, boss, leader, and father. He outlines how to be an effective mentor and why he’s chosen to focus on other people to find fulfillment. Rich emphasizes the importance of problem-solving and addressing conflicts head-on. We also discuss some of the most pressing problems Rich sees in his community and how he can help to solve these issues through the K12 Health Foundation. 

 

“I don't have to be at a church or some sort of ministry to make a difference in people's lives—I can do that anywhere” - Rich Haddad

 

This week on Executive Decisions:

 

  • What Rich has been up to since his time at SYM Financial 
  • How Rich’s love of community helped him in his career 
  • How self-discovery guided Rich throughout his career
  • Rich’s recipe for success 
  • How getting married and having kids helped Rich learn how to make better decisions 
  • Why relationship building is a priority for Rich 
  • Why focusing on others is more fulfilling than focusing on your own needs 
  • What it takes to be a mentor 
  • How Rich helps people find the right work roles to capitalize on their strengths 
  • The difference between analytical decision-making and emotional intelligence and why they’re both needed when dealing with people 
  • The value of conflict resolution
  • The challenges kids face in their community today 
  • How K12 Health Foundation allocates resources to support the community 
  • The people Rich thinks can make the most difference 

 

 

 

Our Favorite Quotes:

 

  • “I think sometimes when priorities shift, or when priorities aren't aligned with the family or professional health or whatever, then all of a sudden, you know, we come up empty.” - Sarah Delahanty
  • “The key to leadership and opportunities and success is really understanding how you're skilled and created.” - Rich Haddad
  • “A global pandemic surely made a crossroads where people's mental and physical health and so many things kind of crossed over in many, many ways, which brought to light some significant gaps we have never addressed.” - Sarah Delahanty

 

Connect with Rich Haddad:

 

 

About SYM Financial and Executive Decisions Podcast

 

Executive Decisions is a show for business leaders. In each episode, host and financial advisor Sarah Delahanty sits down with executives and local experts who serve them. Together, they tackle some of the harder questions that business leaders face today. From inspiring creativity in the workplace, to managing company politics, to making the best choices with executive compensation, taxes, and lifestyle — our show delivers stories and lessons learned across many industries and lifetimes. 

 

Email Sarah at [email protected] with questions, comments, and to schedule a one-on-one conversation. 

 

Follow Sarah on LinkedIn

Follow SYM Financial on Facebook

 

Subscribe here:

 

Apple Podcasts 

Amazon Music/Audible

Spotify

Stitcher

 

And, if you enjoy the show, please leave a review to help others discover the podcast.

 

Disclosure: The information contained in this message (including any attachments) is confidential and may be privileged. It is intended only for the recipient(s) named above. If you are not the intended recipient, you are hereby notified that any review, dissemination, distribution or copying of this message is strictly prohibited. If you have received this communication in error, please notify SYM Financial Advisors (“SYM”) immediately and destroy the material in its entirety. All communications requiring immediate attention or action, such as trade requests or other time sensitive matters should not be sent to SYM via email. Internet communications cannot be guaranteed to be secure or error-free as information may arrive later than intended, be intercepted, be corrupted, or contain viruses. This material is not an offer or solicitation to buy or sell any product. The opinions expressed herein are those of SYM and are subject to change without notice. To the extent that performance information is contained in this email, past performance is not indicative of future results. SYM is an independent registered investment adviser. More information about SYM including our investment strategies, fees and objectives can be found in our Form ADV Part 2, which is available upon request.