DE&I Rising Stars: Making the Most of Mentorship

In this episode of the BISA Portfolio Podcast, learn why mentoring matters and how to make the most of it from 2023 DE&I Rising Stars awardee Lindsay Diehl Green, United Bank, and her mentor, Pamela Dawson, US Bank. Piera Valle of Pacific Life is guest host of this podcast.

Topics covered include:

• Takeaways from the DE&I Rising Stars mentorship program
• What they've learned through this program
• Why they see mentorship and sponsorship as valuable to the industry
• What they've learned from each other
• How mentees can make the most of their time with a mentor

About Piera Valle
As a senior director in strategic accounts, Piera is responsible for developing and growing strategic partnerships for Pacific Life’s Consumer Markets Division.  She also serves as a board member for Pacific Life’s Women at PL connections group, focusing on their community efforts and has been on the BISA DE&I Committee for the last five years. 

About Pamela Dawson
As director of advisory business relations within U.S. Bank Asset
Management Group (AMG), Pamela is responsible for driving increased
awareness of AMG’s investment thought leadership, resource capabilities
and portfolio construction guidance.

Pamela specifically works with wealth management teams in U.S. Bancorp
Investments, an affiliate of U.S. Bank, in affluent markets. In this role, she
develops and delivers appropriate education and coaching to help team
members better understand, access and leverage AMG’s expertise in client
acquisition and retention opportunities. She is also a member of AMG’s
leadership team.

With more than 30 years helping organizations grow their businesses,
Pamela is an experienced executive in the financial services industry.
Prior to joining U.S. Bank, she was the senior director of the bank channel
for Russell Investments, where she established and grew the retail channel to
more than $4.5 billion in assets during her seven-year tenure. Prior to Russell,
she was a district sales manager for U.S. Bancorp Investments, an affiliate of
U.S. Bank. Pamela has also spent time in national accounts with American
International Group (AIG) and was the president of the broker/dealer division
at Washington Mutual.
 
About Lindsay Diehl Green
Lindsay serves as vice president, assistant director of operations & client services for United Wealth Management and United Brokerage Services, Inc. Responsible for the day-to-day management and oversight of account administration and operations, Lindsay works as part of the leadership team to develop and improve long-term strategies to meet client and company objectives. Lindsay joined United in 2005, and has held several leadership roles across the retail, brokerage and wealth management departments. Lindsay also serves as vice chair of United’s DE&I Council. She has been nationally recognized by BISA, being named to the DE&I Rising Star Program Class of 2023, and statewide by The WV State Journal’s Generation Next: 40 Under 40 Class of 2023 honoree. She is a long serving Advisory Council member and active volunteer for the Children’s Home Society of West Virginia. Lindsay holds the following licenses: Series 7, Series 66 and Life & Health Insurance. 

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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