The She Leads Podcast | Rewriting the Rules of Entrepreneurship

The She Leads Podcast | Rewriting the Rules of Entrepreneurship Trailer Bonus Episode 20 Season 1

20. Take Control of Your Financial Knowledge, with Wendy Cai-Lee, Piermont Bank

20. Take Control of Your Financial Knowledge, with Wendy Cai-Lee, Piermont Bank20. Take Control of Your Financial Knowledge, with Wendy Cai-Lee, Piermont Bank

00:00

Adrienne & Wendy discuss why it’s critical for women business owners to be comfortable talking about all things related to finance and banking. In this conversation, you’ll learn more about Wendy & her story of becoming one of the only women CEOs in Banking in the US. As the President & CEO of Piermont Bank, Wendy emphasizes why it’s important for women to establish relationships with a bank as early as possible to get clear on different financing options for your business, whatever stage.

Show Notes

▶ Podcast intro 01:03
👋 Welcome, Wendy! 04:18
🏢 The Piermont Bank story. 06:51
👌 Finding the right banking partner. 09:25
💰 Bank loan or venture capitalists: What type of financing is the best? 12:32
🚫 What if your credit score is bad? 17:58
🆘 Bank resources: how to reach out for help. 22:34
👠 Wendy’s story: a woman in banking & finance. 24:13
👥 The finance industry’s attitude towards women. 29:26
🔁 Two-way street and value add. 34:47
😄 Attitude is more than half the battle. 42:11
💬 Reach out to Wendy https://www.linkedin.com/in/wendycailee  and Piermont Bank  https://www.piermontbank.com/  44:44

Creators & Guests

Host
She Leads® Media
👩🏻‍⚖️ ⭐️ Adrienne Garland - She Leads® Podcast Network - 4 women X women ⭐️ 🎧 The She Leads Podcast Host| Leadership Conferences, Retreats #SheLeads #Women #entrepreneurs

What is The She Leads Podcast | Rewriting the Rules of Entrepreneurship?

No sugar-coating, no fluff - just real conversations that matter. The She Leads Podcast features raw, unfiltered stories from visionary women who see the future and who've been bold enough to break the mold and re-write the rules. Each episode amplifies diverse voices with powerful missions, giving women the platform they deserve while delivering actionable insights you won't find in business textbooks. Join host Adrienne Garland, MBA, Professor, Entrepreneur for the straight talk about entrepreneurship that other business podcasts are afraid to have.