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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
👋 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 and Guests
What is She Leads®: The Podcast for Women Entrepreneurs Building to $1 Million and Beyond?
The go-to podcast for women entrepreneurs scaling to $1 million and beyond while building lasting wealth — real talk, no fluff.
Each week, host Adrienne Garland goes deep with bold women entrepreneurs, executives, and leaders across the globe — stripping away the sugar-coating to get at what actually matters for driven women growing their businesses for profit and impact. Adrienne is a Professor at NYU and Rice University, an entrepreneur and advisor, an MBA grad, and that bold business friend who asks the questions other women in business podcasts shy away from.
Topics covered: scaling to seven figures and why it matters for women and the world, funding women-owned businesses, amplifying your voice and visibility, building high-value networks, leadership, designing entrepreneurial ecosystems that benefit humanity, the importance of financial acumen and literacy, and wealth building strategies
Less than 2% of women-owned businesses scale beyond seven figures.
She Leads® exists to change that.
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https://www.sheleadsmedia.com