In this first part of a two-part series highlighting BISA DE&I Rising Stars Program participants, guest host Piera Valle (Pacific Life) is joined by Jenny Kaskel (InspereX) and Michael Lollman (Frost Investment Services), both from the program's 2021 cohort.
They share their stories, thoughts and advice after more than a year spent as program participants, discussing topics including:
- Their commitment to DE&I
- Navigating generational differences in the wealth management space
- Recruiting and retaining diverse voices
The BISA DE&I Programis an exclusive BISA-sponsored recognition and leadership development program for professionals who have demonstrated commitment to creating an impact in and advancing DE&I in our industry or within their communities. It’s designed to foster professional growth, leadership growth and career advancement for diverse individuals through mentoring, networking events and volunteer opportunities.
If you know someone who would be perfect for this program, nominate them for the 2023 cohort by Oct. 31, 2022.
BISA is the leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel.
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