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Catherine Keating

lines on the record
52
first
2020-12-03
most recent
2020-12-03
sittings or episodes
1
sources
podcast

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  1. In the financial world. And so that's a large part of what has motivated me. I also think that I just had experiences in my life that have demonstrated how important sound financial advice. Is again whether you're an institution or an individual. When I was a youngster or eight years old, my dad died very suddenly and I watched my mom. I was the oldest of three kids. I watched her have to go back to work and then go back to school. She was a school teacher and she decided she wanted to go back to school and become a librarian. That was a career that she loved so much. She just retired a couple of years ago at 79. And so I've kind of watched how important could financial advice is. Obviously, she had to do things like buy her own first car. She took us all to the Volvo dealer, had done her research, Volvo station wagons were the safest cars back in the 1970s. She took us all to the car dealer. And I remember walking in and having the dealer look at her and say, where's Mr. Kessler? And of course, there wasn't a Mr. Kessler. So again, I've just seen how important sound financial plan.

    2020-12-03 · Masters in Business · Catherine Keating on Wealth Management (Podcast) · IDENTIFIED FROM THE TRANSCRIPT · source

  2. Thank you for asking. You know, it's never about being the first. It's always about not being the last, right? And anything that we do. So let me start with that. Let me start with that. You know, here at DNY Mellon, interestingly enough, you mentioned Alexander Hamilton. You know, we've worked with strong women throughout our history. His widow, Eliza, was actually our first client. People don't know that she was a powerhouse in her own right, founded the first orphanage here in New York City. So we've worked with strong women throughout our history. You know, as far as my career, I guess like most people, I gravitated to what interests me, right? We work hard in this industry. We want to make a difference. I've had a tremendous passion for trying to help clients, whether it's individuals or institutions, have better financial outcomes. And that's really our purpose at this company. We log in every day and we see on our computers our purpose is to power individuals and institutions to succeed.

    2020-12-03 · Masters in Business · Catherine Keating on Wealth Management (Podcast) · IDENTIFIED FROM THE TRANSCRIPT · source