2024 WSE Fifth Session: A Focus on Managing Stakeholders

July 31, 2024

The fifth Wall Street Exchange session of 2024 featured special guest Tali de Assis, a consultant for the FWA’s President’s Circle Firm, New York Life. Tali is a consultant for Hemsley Fraser, one of the world’s Top 20 companies for leadership development, digital content and training outsourcing.

After an introduction from WSE Co-Chair Gerri Bostick, Tali kicked off the session with an overview of stakeholder management. The first step was to provide clear definitions of stakeholders and stakeholder engagement. She then took a poll asking the interns to identify their biggest challenge managing their stakeholders. The results showed two topics: understanding their needs and expectations and building and maintaining relationships with them.


Tali then shifted to the four proven steps for managing and engaging them which included first identifying who they are. She provided a visual to help the interns think through this step and develop their own circle of stakeholders. The group then went into smaller breakout sessions to identify and discuss their relationships with their current stakeholders.


The interns were then shown an example of how to contract with stakeholders and create a communication plan which included action steps. The final part of the session was a discussion of stakeholder engagement principles which included consulting early and often, understanding what success looks like, and learning from challenges. Tali ended the session by giving the interns a stakeholder blueprint with some key steps and recommendations for them to follow. It included an action plan to help them record what they are already doing that’s working as well as how they can be more effective with their individual contributors.


On behalf of the FWA, the Co-Chairs and the WSE Committee extend their sincere thanks and appreciation to Tali de Assis and the company sponsor, New York Life, for their longstanding support and generosity to the interns and the Wall Street Exchange Program.


Click here to learn more about the Wall Street Exchange program. For questions about the program, please contact Kelsie Piersaint, the FWA’s Next-Gen Educational Programs Manager.

July 23, 2026
Interns participating in the 2026 Wall Street Exchange (WSE) Program gathered virtually for the program’s second session, an interactive panel discussing “Networking Best Practices.” Sponsored by S&P Global, Northwestern Mutual, and Wells Fargo, the session brought together three financial services professionals to share how they have built and sustained meaningful relationships throughout their careers. The discussion was moderated by Dan Yu, Co-Founder of FutureProof You and Director of Partnerships at the talent development nonprofit Ascend Leadership . After a long career on Wall Street, Dan pivoted to recruiting and career coaching, work that has since taken him from coaching college students to C-level executives. He set an energetic, conversational tone for the panel, joined by Jena Angeliadis, Executive Director and Senior Lead Product Manager at Wells Fargo; Antonietta Gaudio, Recruiting Operations Manager at Northwestern Mutual; and Christina Siekierski, Senior Product Manager at S&P Global.  Jena traced her own path across American Express, JPMorgan Chase, and now Wells Fargo, encouraging interns to think of networking less as a transaction and more as an ongoing practice built on curiosity and follow-through. She pointed to her own career transitions, including launching the Chase Sapphire Reserve for Business card, as proof that relationships built early in a career often resurface in unexpected and valuable ways later on. Drawing on nearly 14 years in talent acquisition, Antonietta spoke about her “white glove” approach to building trust, urging interns to lead every interaction with empathy and authenticity rather than a polished pitch. She reminded the group that confidence in networking is built from within, and that the goal of any conversation should be genuine connection, not simply a foot in the door. Christina offered a product manager’s view of networking, describing how cross-functional relationships across product, commercial, and client teams at S&P Global have been just as important to her growth as relationships built outside the office. She encouraged interns to treat every colleague, not just senior leaders, as a connection worth investing in. To help interns put the panel’s advice into action, Dan closed the session with five “homework” assignments to complete in the weeks ahead: Update your LinkedIn profile Build a Linktree or dotcard Join or start a virtual networking group Reply to your three oldest unanswered text messages, using voice text Call someone you haven’t spoken with in a year A huge thank you to Dan Yu, Jena Angeliadis, Antonietta Gaudio, and Christina Siekierski, and to S&P Global, Northwestern Mutual, and Wells Fargo, for helping interns build the confidence and tools to network with purpose. At the conclusion of the session, the WSE Committee awarded a CFA Society New York student membership to Angela Lin. The WSE Co-Chairs and Committee extend their sincere thanks and appreciation to the President’s Circle Firms, the Partnership Circle Firms, and the Friends of FWA for their unwavering support and generosity to the interns and the Wall Street Exchange Program.
July 16, 2026
The 2026 Wall Street Exchange (WSE) Program celebrated the start of its landmark 50th year on June 7 with an o rientation and networking session hosted by the CFA Society New York at its Manhattan headquarters. This year, WSE brings together 45 students from 28 universities representing 18 diverse financial institutions, insurance companies, fintech firms, and other organizations across the financial services industry. The evening provided participants with an opportunity to meet their peers, engage with FWA volunteers and program leaders, and gain insight into the experiences and opportunities that will shape their summer journey. FWA President Albana Theka welcomed the 2026 cohort and shared words of encouragement as interns began this important chapter in their professional development. She emphasized the value of cultivating meaningful relationships, seeking out mentors, remaining open to new perspectives, and taking full advantage of the opportunities available through WSE. Elizabeth Park, CFA Society New York’s Director of Membership, then introduced participants to the Society’s mission, resources, and commitment to advancing professionalism within the investment industry. Joy Lowenwirth of th e CFA Institute continued, highlighting the importance of ethical leadership, continued education, and lifelong learning while providing attendees with valuable insight into the CFA designation and the evolving landscape of the financial profession.
July 9, 2026
Please join us in welcoming the new and returning Financial Women’s Association Board Members for the 2026-2027 term. We look forward to working with you to support and serve our community. Thank you for your leadership! 
June 11, 2026
The FWA staff is excited to welcome Sanjay Kumar as our 2026 Database Management & Data Analysis Summer Intern. Sanjay is currently pursuing an MBA in Business Analytics at Adelphi University and also works as a data analyst at the university. Originally from India, he is passionate about using data, analytics, and business intelligence to turn complex information into actionable insights that support informed decision-making and organizational growth. Through his academic and professional experiences, Sanjay has developed strong analytical, problem-solving, and communication skills. Reflecting on his internship, Sanjay shared, "I am excited to be part of the FWA community and look forward to contributing to its mission while learning from and collaborating with such an inspiring network of professionals." We're pleased to have Sanjay supporting FWA's data management and analysis projects this summer and look forward to the contributions he will make!
More Posts