Blazing Trails and Giving Back with Jenée Velasquez

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 approach Dr. Flamm takes to leadership and the importance of each day's potential.

About our guest, Dr. Drew Flamm:

Dr. Drew Flamm is the distinguished seventh president of Grace College & Seminary. Dr. Flamm is a seasoned professional in the sphere of higher education, with over sixteen years of experience across multiple institutions. He is an alumnus of Cedarville University, holding a B.A. in Comprehensive Communications, and has further honed his leadership and communication skills with an M.A. from Gonzaga University. His academic journey culminated in earning a Ph.D. in Educational Leadership from Indiana State University. Since joining Grace in 2013, Dr. Flamm has made a significant impact through his direction of the Aspire Campaign, a historic fundraising initiative for the college that successfully garnered $39.8 million, enabling the construction and renovation of five facilities, and substantially growing the endowment. His role expanded to supervising marketing, enrollment, and the prestigious Lilly Center for Lakes & Streams. Known for his strategic planning prowess, Dr. Flamm has been instrumental in steering the college through several strategic cycles with remarkable proficiency. Join us as we delve into the insights and experiences of Dr. Flamm's illustrious career in educational leadership.

Summary and highlights from the show:

Introduction of Dr. Drew Flamm: Sarah introduces Dr. Flamm, the seventh president of Grace College & Seminary, highlighting his extensive background in higher education and leadership roles.

The Aspire Campaign: Dr. Flamm's notable achievement includes directing the Aspire Campaign, raising $39.8 million, contributing significantly to the institution's growth and endowment.

Value of Hard Work: Dr. Flamm shares personal anecdotes from his first job as a paperboy, emphasizing the early lessons he learned about financial responsibility and hard work.

Advice for Aspiring Leaders: He advises students and young professionals to embrace a breadth of experiences and not fear failure, emphasizing the importance of trying new things.

Importance of Lifelong Learning: The conversation underscores the importance of continual learning and personal development, both personally and professionally.

Navigating Risks and Opportunities: Dr. Flamm discusses pivotal moments in his career, addressing how he assessed risks and seized opportunities that led to growth and advancement.

Holistic Approach to Personal Growth: He stresses the need for maintaining balance in life by taking care of one's physical, mental, and emotional health alongside professional responsibilities.

Personal Interests and Family Time: Dr. Flamm talks about his love for mountain biking, music, and spending quality time with his family, including how they integrate with campus life at Grace College.

Connect with Dr. Drew Flamm:

Website: www.grace.edu
LinkedIn: https://www.linkedin.com/in/drewflamm/

About SYM Financial and the Executive Decisions Podcast:

Executive Decisions is a podcast designed for current and aspiring business leaders, offering an in-depth look at the evolving nature of executive roles. Hosted by SYM Financial Advisors Principal and Senior Financial Advisor Sarah Delahanty, the show delves into the personal and professional journeys of its guests, exploring the challenges they've overcome and the learning experiences that have shaped their paths to success. The podcast provides insights into how executives manage the increasing complexity of both their professional and personal lives. Featuring a range of guests from diverse industries, each episode aims to enlighten listeners on the continuous state of learning and adaptation necessary for effective leadership. Whether discussing career progression, leadership strategies, or personal growth, Executive Decisions is a valuable resource for anyone interested in the multifaceted world of executive leadership.

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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 regulations and the challenges they presented, highlighting his adaptability and growth in various roles, including quality engineering at companies like CR Bard Corporation and Johnson & Johnson. Tim discusses the nuances of different corporate cultures, and the significance of effective communication and diverse skill sets in executive leadership. The narrative also touches on his venture into entrepreneurship, offering valuable lessons on risk-taking, resilience, and the critical balance of opportunity and decision-making in an executive's journey.

About our guest, Tim Early:

Tim Early, the CEO of DreamOn Group is known by many as the Founder and former CEO of Network Partners Group and a visionary in the life sciences industry. Tim brings with him a rich history of innovation, evidenced by his contributions to medical technology and packaging. He holds patents for advancements in laparoscopic packaging. His leadership in companies like Network Partners, Zimmer, and Johnson & Johnson has centered around building teams of passionate professionals and developing solutions that emphasize client and colleague needs. With a Master's in Packaging from RIT, Tim continues to shape the industry with forward-thinking approaches and a commitment to excellence.

Summary and highlights from the show: 

• Early Career Decisions: Tim Early shares his journey of moving from New York to Florida without a job and how he seized an opportunity in the medical device industry with Cordis Corporation, reflecting the importance of adaptability and initiative in leadership.

• Educational Shift and Career Relevance: Discussing his transition from West Point to Rochester Institute of Technology, Tim highlights the significance of recognizing one's strengths and interests, as he shifted from accounting to packaging engineering.

• On-the-Job Learning and Growth: Tim talks about his early career experiences in medical device packaging, emphasizing the value of learning on the job and adapting to roles beyond formal education, a key skill for successful executive leadership.

• Facing Industry Regulations and Challenges: Tim's experience with FDA regulations at Cordis Corporation illustrates the importance of compliance and adaptability in executive roles, especially when navigating changing industry standards.

• Career Development at CR Bard Corporation and Johnson & Johnson: Tim recounts his roles at these companies, focusing on the impact of corporate culture on his professional growth. His experiences underline the importance of aligning with a company's culture and values for effective leadership.

• Quality Engineering and Interdisciplinary Skills: Tim's transition from packaging to quality engineering demonstrates the need for executives to possess diverse skill sets and the ability to handle various aspects of a business.

• Leadership and Communication Skills: Discussing his role at Johnson & Johnson, Tim emphasizes the importance of effective communication with both peers and executives, a crucial skill for leadership, especially when delivering challenging news.

• Insights on Corporate Culture: Reflecting on his time at different companies, Tim shares insights into various corporate cultures (technology-driven, sales and marketing-driven, financially-driven) and how understanding these cultures is vital for effective leadership and decision-making.

• Professional Risks and Learning from Mistakes: Tim's story of starting ISO Pack and the challenges faced provides insights into risk-taking and learning from failures, highlighting resilience as a key attribute of executive leadership.

• Final Reflections on Career and Leadership: In his closing remarks, Tim reflects on his career, emphasizing the importance of understanding the full breadth of business operations and the challenges of transitioning from a corporate executive to a business owner. He also shares his regret of not starting his entrepreneurial venture earlier, illustrating the balance of risk and opportunity in executive decision-making.

Connect with Tim Early:
Email
LinkedIn

About SYM Financial Advisors and the Executive Decisions Podcast:

Executive Decisions is a podcast designed for current and aspiring business leaders, offering an in-depth look at the evolving nature of executive roles. Hosted by SYM Financial Advisors Principal and Senior Financial Advisor Sarah Delahanty, the show delves into the personal and professional journeys of its guests, exploring the challenges they've overcome and the learning experiences that have shaped their paths to success. The podcast provides insights into how executives manage the increasing complexity of both their professional and personal lives. Featuring a range of guests from diverse industries, each episode aims to enlighten listeners on the continuous state of learning and adaptation necessary for effective leadership. Whether discussing career progression, leadership strategies, or personal growth, Executive Decisions is a valuable resource for anyone interested in the multifaceted world of executive leadership.

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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 scopes . An active leader within inclusion and diversity, Dionna has also led FOCUS, the African American Resource Group, through strategic shifts that helped influence Whirlpool Corporation's first ever Pledge to Black Colleagues in 2020. Dionna is a native of South Bend, IN. She graduated with a B.S. from Purdue University and received her Masters of Business Administration from The University of Notre Dame (Go Irish)!

This podcast shines light on Dionna's career journey and experience as an African American woman in leadership. Dionna shares with the audience her early career, mentors who helped her develop confidence, navigating being underrepresented in her roles, and her work advancing diversity and inclusion at Whirlpool. She also discussed her approach to developing leaders on her team and work-life balance. Sarah and Dionna covered a range of personal and professional topics in this thought provoking discussion about Dionna's pathbreaking career.

“You can be anything you want to be. And no one told me that I couldn't. But no one had said that I could.” - Dionna Topps James

This week on Executive Decisions:

• Self-doubt and leadership growth.
• Leadership evolution and encouraging younger professionals to speak up.
• Diversity and representation in the workplace.
• Diversity and inclusion in leadership roles.
• Leadership development and team building.
• Hiring and evaluating leaders based on character and work ethic.
• Career advancement and mentorship in a corporate setting.
• Mentorship and personal branding.
• Work-life balance and personal interests with a busy woman leader.

Our Favorite Quotes:

• "I want to be a business leader. Yes, I'm a black woman. But you don't have to be the black woman business leader." - Dionna Topps James
• "I believe it's my responsibility, given the opportunity that I have now, to make sure that I'm clearing the path, and enabling others that look like me to be in rooms that they're not in." - Dionna Topps James
• “Hire the person and the core values of that person because you can teach the job, you can teach the nuances inside the organization. But you can't teach people to be good humans." - Sarah Delahanty
• “You sort of have to go first and be vulnerable, which can be a heavy burden. But in my experience, it's all been worth it." - Dionna Topps James

Connect with Dionna:

• LinkedIn: https://www.linkedin.com/in/dionna-topps-james-she-her-228519b/
• Email: dionnajames215@gmail.com

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 sdelahanty@sym.com 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

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

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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 Chairman of the Board for SYM Financial and saw the company through a major strategic redirection and a subsequent leveraged buyout to the current principals.  Following SYM, Dennis moved on to a large variety of positions in the biomedical sciences, including angel investing.

Dive into the rich tapestry of Dennis McKeever's life - from service station garages in the '50s to boardrooms of major corporations. Through decades of risks, learning, and immense personal growth, Dennis shares the true measure of wealth, the balance of emotions, and the joy of traveling with loved ones.

“I learned to be willing to take a risk on people, give them a break, but nurture them as much as you can along the way. Focus on investing in the success of your people.” - Dennis McKeever

This week on Executive Decisions:

• Dennis’ first job.
• The importance of getting to know your customers.
• Pursuing a career change.
• The importance of mentors in your career.
• Taking risks and learning from mistakes.
• Transition from executive life to board and consulting role.
• The true measure of wealth.

 Our Favorite Quotes: 

• "It really doesn't matter how big the business is, the same basic principles of business management and management people are there no matter what the size. Get to know your customers and take good care of them” - Dennis McKeever
• “Pick yourself up and you learn from your mistakes, whether they be people mistakes, or investment mistakes, or the lack of the best of judgment in making a business decision. Learn from those mistakes, keep them in mind as you move forward.” - Dennis McKeever
• “The true measure of a man's wealth is what he has left after you take all of his money away. So, treasure your family, treasure your friends, spend quality time with them. Doing this will be your enduring reward for a successful career, and a successful life. “ - Dennis McKeever

 Connect with Dennis McKeever: 

• Email Dennis: ldennismckeever@gmail.com
• Connect on LinkedIn

 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 sdelahanty@sym.com 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

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

Disclosure: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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 technology company from 2017-2019 before assuming the role of Chief Executive Officer of THF.

In this engaging conversation, Sarah interviews Matt Stevens, a former US Navy SEAL with 26 years of service. Matt's career journey is highlighted, including his transition from the Navy, involvement with the Honor Foundation, and his experiences as a SEAL team leader. Matt emphasizes the importance of trust and credibility in leadership, earned through tactical proficiency, keeping promises, and vulnerability. He also discusses the influence of mentors and the need to adapt leadership styles to different situations. 

Matt shares how the Honor Foundation has been instrumental in helping Special Operations veterans find fulfilling post-military careers through personalized coaching, networking opportunities, and support. Matt's passion for helping his fellow veterans shines through as he shares success stories of program participants who have found meaningful careers and the joy of giving back by becoming coaches and instructors for the foundation. The conversation also touches on the organization's future goals, including expanding its reach to more transitioning veterans across the country.

“In my work now at the Honor Foundation, I see that a lot of folks think that every single person who was in the military probably has PTSD, traumatic brain injuries, and they were like in gunfights every day of every month of every year for 20 years. And it's just not the case.” - Matt Stevens

This week on Executive Decisions:

• Introduction to Matt Steven’s background.
• Where did Matt find his start as a leader?
• How to become an effective leader.
• Mentors and leadership style.
• Managing risk and saying no.
• Making the decision to retire from the military.
• The importance of educating veterans about the business world.
• The first class at the Honor Foundation.
• How the Honor Foundation has evolved under Matt’s leadership.
• Traveling as a family.
• Staying on top of life outside of work.

Our Favorite Quotes:

• "We don't charge transitioning veterans anything; we go out and hustle and raise the money. So they don't have a financial burden while they're getting out of the military and losing that steady income stream." - Matt Stevens
• “I always just find it fascinating to hear as people have successful careers as leaders, where they found their start. And it could be something as basic as a paper route” - Sarah Delahanty
• "Success for us is somebody finding fulfillment as defined by them. It's not about how much money they're going to make or what school they're going to get into." - Matt Stevens
• “Title and the rank are just one component, then you have to earn the trust of the people behind you and they have to earn yours. A trust transfer in the relationship where they then follow you because they believe in you and you believe in them.” - Sarah Delahanty
• "We will never degrade the quality of what we're doing. It's a platinum standard, and we want to give that to any special operator who wants it." - Matt Stevens
• "It's not just all about 'help the veterans'; it's like, hey, how do you want to help your own business? You might consider hiring some of these rock stars who are probably gonna run circles around some of your other folks." - Matt Stevens
• "Scaling that jump in scale, at some point, is going to be huge. We're always thinking about how to grow what we're doing without degrading quality at all." - Matt Stevens

Connect with Matt Stevens:

• The Honor Foundation Website
• The Honor Foundation on Facebook
• The Honor Foundation on Instagram
• The Honor Foundation on LinkedIN
• Email Matt: matt@honor.org

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 sdelahanty@sym.com 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: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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 and a Master of Business Administration from Western Michigan University.

Today, Ed and I discuss his early career experiences and the path he took to become a leader. He emphasizes the importance of work-life balance and shares lessons he learned from his diverse career. He outlines the benefits of diverse backgrounds in a team. Ed suggests focusing on experiences that contribute to personal growth, exploring different roles, and developing leadership skills. He describes his career transitions and the importance of continuous learning, challenges, and making meaningful contributions. He details why it’s crucial to care about people, build relationships, and have a positive influence on others. He explains the balance between career planning and being present in the current role and how to take career risks. Ed also encourages curiosity, learning from experiences, and finding enjoyment in all situations and shares his upcoming travel plans. 

“Instead of always concentrating on the actual function, concentrate more on the experiences and what the experiences are going to get you.” - Ed Mohr

This week on Executive Decisions:

• How Ed’s early career experiences helped him on his journey to leadership
• Work-life balance and the lessons he learned from his diverse career
• The benefits of diverse backgrounds in teams
• How experiences contribute to personal growth more than specific jobs
• The importance of continuous learning and challenges
• How to foster genuine relationships
• The importance of caring about people and their work experience
• How to balance career planning and being present in the current role
• Traits that can harm a leader's career
• The importance of finding enjoyment in all situations
• Why you should enjoy the journey rather than solely focusing on the destination.

Our Favorite Quotes:

• “ When you’re having fun and enjoying what you do, the rest of it falls into place—enjoying the work, having meaningful relationships, and having a good time.” - Sarah Delahanty
• “Always learn things from people no matter who they are. It's shocking what people teach you. ” - Ed Mohr
• “To be an effective leader, you have to have fellowship and followers.” - Sarah Delahanty

Connect with Ed Mohr:

• Ed Mohr on LinkedIn

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 sdelahanty@sym.com 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: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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 Bureau, gaining valuable experience in promoting tourism and enhancing the local economy. Jenée is active in her community and serves on the Huntington Bank Community Advisory Board, the MidMichigan Health Board, the Midland City and County Joint Building Authority, the Council of Michigan Foundations Board, the Michigan Municipal League Foundation Board, and the Greater Midland Community Center’s Trustees Board. Her educational background includes a Bachelor of Science in business administration from Kansas State University, a Master of Business Administration degree from Michigan State University, and completion of an executive education course at Harvard University's John F. Kennedy School of Government.

Today Jenée and I discuss her career and how she’s been able to give back to her community. She explains how she blazed trails and opened doors for other women to serve in leadership positions, and how it’s both a pressure and an honor to be the first. She recounts her experiences as a leader of Midland Tomorrow, the unique challenges in representing the opinions of the other women in the room, and how the relationships she formed supported her. She details her involvement in the Senior Olympics and her love for volleyball. Jenée also describes being the first in her family to go to college, reveals how her husband helped her achieve her educational goals, and highlights the importance of having a sense of humor. 

“Its looking for people that inspire you to be better and learn new things.” - Jenée Velasquez

This week on Executive Decisions:

• The mission of the Herbert H. and Grace A. Dow Foundation
• Jenée’s accomplishments as a first-time leader 
• How Jenée broke ground for women in leadership 
• The challenges of being a first-generation college student 
• Jenée’s journey to leadership
• How networking paved the way for Jenée’s career path 
• The importance of learning to accept help from others
• How to balance work and life as a parent 
• The importance of integrity, kindness, and humility in leadership
• The necessity of taking risks in your personal and professional lives 
• How philanthropy affects communities

Our Favorite Quotes:

• “It’s about accepting help from others, learning from others, and reaching back to make sure that all the things that were given to you, you’re sharing with others too.” - Jenée Velasquez
• “Be thankful for the little things. Sometimes, those other things, they can wait.” - Sarah Delahanty
• “When you are in a leadership role, be easy to follow.” - Jenée Velasquez

Connect with Jenée Velasquez:

• Jenée Velasquez’s Website
• Jenée Velasquez on LinkedIn

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 sdelahanty@sym.com 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: Certain links above are to third-party sites and are not affiliated with SYM Financial Corporation (“SYM”). SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request.

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 implications and how to divide your paycheck to maximize benefits while mitigating company risk. SYM Financial Advisors has deep expertise in this area, working with dozens of different companies globally, and welcomes anyone seeking help with their executive compensation and benefits.

"Being able to understand, what I would call, the dollar Olympics, we only earn so much paycheck." - Sarah Delahanty

This week on Executive Decisions:

• Understanding and maximizing executive compensation and benefits
• The equity component of executive compensation

Our Favorite Quotes:

• "Executives have different benefits relating to long-term incentive compensation, usually tied to company stock." - Sarah Delahanty
• "For an executive, they'll have base pay, they may have a bonus cash bonus compensation." - Sarah Delahanty
• "Being able to understand, what I would call, the dollar Olympics, we only earn so much paycheck." - Sarah Delahanty
• "How do we divide your paycheck up to maximize the different benefits, but also capture any value that comes from equity compensation, that is part of your total compensation." - Sarah Delahanty
• "We really just say, make sure you have eyes on everything." - Sarah Delahanty
• "If we just let the stock component of our portfolio as it relates to that single exposure to our company that we work for get bigger and bigger then all of a sudden that could create an imbalance and a potential or undue risk for us with our overall investment strategy." - Sarah Delahanty

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 sdelahanty@sym.com 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.

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations like OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketing, and technology, and has helped develop transformational strategies and initiatives that have delivered accelerated top-line growth and robust operating results. Currently, David focuses on advising several private equity firms as well as a hedge fund on medical technology and life science investments, and serves as a board member of three companies, including Healthcare Outcomes Performance Co. and Merit Medical Systems, Inc., and as well as serves as an external advisor at Bain & Company,.

Today, David joins me to discuss what he’s learned during his many years in business and how mentorship helped guide his decisions along the way. He describes how he began his career in the medical device industry straight out of college and how the many positions he’s held have allowed him to advance his career quickly. He tells us about how his retirement is going so far and why he prefers the term “active retirement.” We discuss how his support systems at home and with his mentors allowed him to take risks in his career. He provides insight on building great teams, being a leader, and his predictions on how businesses will have to adapt to a post-COVID world. David also reveals how his love for dogs helps him achieve a balance between his personal and professional lives and how dogs led him to some of his most important philanthropic work with the charity, K9s For Warriors. 

“Forcing yourself to develop a skill set that's both mental and physical is a really good challenge to sort of keep those learning instincts sharp.” - David Floyd 

This week on Executive Decisions:

• The most important lessons David learned in 33 years in business 
• Why David prefers the term “actively retired” 
• What David learned from taking risks 
• How a strong support system helped David advance his career quickly
• How mentorship has helped David learn to make decisions 
• How David balanced profitability with doing what’s right
• How to build great teams 
• The traits that every great leader needs to succeed 
• The art and skill of hiring quality candidates for leadership roles
• The challenges of business in the post-COVID era 
• The importance of work/life balance 
• The value of the love of a dog 
• The significance of a clear mission and written goals 
• David’s insights into achieving life goals and gaining clarity of purpose 

Resources Mentioned:

• K9s For Warriors  

Our Favorite Quotes:

• “Younger professionals might be more about the title and the prestige or the money, but sometimes it's really not about that role. It's about what you are building for the future and the next role.” - Sarah Delahanty
• “Mentoring keeps me focused and engaged because I know what's on people's minds—what their real problems are on a daily basis.” - David Floyd
• “A lot of good has come from many of these large corporations that have advanced things in quality of life.” - Sarah Delahanty

Connect with David Floyd:

• David Floyd on LinkedIn

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 sdelahanty@sym.com 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.

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:

• K12 Health Foundation Website
• Rich Haddad on LinkedIn

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 sdelahanty@sym.com 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.