Profile of Success: Anne Halpern, Financial & Business Management Professional

Hear from Anne on the strategies women should leverage to advance their careers, why “knowledge is power,” tips that have enabled her to see personal success and much more


Anne Halpern, Assistant Vice President of Moody’s Investors Service.

Question: As someone who was Assistant Vice President of Moody’s Investors Service for many years, what are some of the biggest changes you’ve seen in your space and how have you adjusted to them?
A: As expected, the largest changes have been in technology and innovation. As a member of a global business planning team, consistent growth in both of these spaces has allowed for a deeper dive in the evolution of more intuitive business analytics and decision support tools. This positive change allowed the team to work proactively to provide management with foresight of future financial trends. This was a big win for the team and helped to elevate the team’s success throughout the organization.

Question: What is some advice you would give to women to help them advance in their careers?
A: There is a lot to say here, but I’ll keep it short. It is helpful to have a few strategies as you progress through your career and revisit them from time to time. They include:

  • Staying curious and ready to learn will allow you to move with change.
  • Try your best to adopt/leverage mentors and maintain these important relationships throughout your career
  • Get comfortable with the uncomfortable because it drives career growth
  • Accept criticism graciously

Question: What have been key elements to your own personal success?
A: I’m an extrovert with a high level of patience and a positive attitude. Whether you are an introvert or extrovert, having a positive attitude in the workplace is key for obvious reasons. Delegating appropriately will make room for your professional growth. Being patient has allowed me to move effectively through change and meet complex deliverables especially when there are many cross-functional teams contributing to a particular project.

Question: What are some steps that need to be taken to get more women in financial services?
A: Female leadership programs create demand for women seeking careers in financial services. As firms continue to offer dedicated programming focused on female leadership, mentoring and professional development, the result will directly assist women to achieve their full potential at the firm. As successful female leaders move up in the organization, new doors will open to recruit and retain the next generation of female leaders. I’ve attended such programs and the tactics and the strategies I’ve learned are priceless.

Question: How has your involvement in the FWA benefited your own life?
I have attended some amazing events over the years which have unleashed and fueled my thirst for gaining knowledge in many interesting topics and businesses within the financial services Industry. My curiosity is then sparked which ignites a continuous desire to learn more. As they say, “knowledge is power” and the more you learn, the more opportunity you have to excel.

Not a member of the FWA? Join here.