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Episode summary

Tricia Rothschild discusses her career journey and leading organizations through innovation.

Key takeaways

  • Rothschild reflects on scaling businesses at Morningstar.
  • The conversation considers leadership during innovation.
  • She shares advice for the next generation of finance professionals.

About this episode

In this episode of Rocking Finance, Rock The Street, Wall Street CEO Ashley Leftwich speaks with Tricia Rothschild, Interim Chief Executive Officer at CFA Institute about leading organizations through periods of innovation. From helping to scale businesses with more than two decades at Morningstar to leading the CFA Institute, Tricia talks about her career journey, finding your inspiration and advice for the next generation.

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Learn more about Rock The Street, Wall Street and our mission to bring the M in STEM to life: https://rockthestreetwallstreet.com

Disclaimer: All financial and investment information contained in this podcast is merely for educational and informational purposes. It is not intended as a substitute for professional advice. Should you decide to act upon any information in this podcast, you do so at your own risk.

A transcript is not yet available for this episode.

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