We sat down with Guggenheim Securities Senior Managing Director Whitney who discussed what makes a successful career in equity sales, why humor is an important part of every job, and why being a self-starter got her where she is today.
I am a Senior Managing Director in Guggenheim Securities Institutional Equity Sales. I joined Guggenheim in 2017 to build out the Healthcare Specialty Sales effort, and that continues to be what I'm focused on this year too.
I’ve worked in equity sales for nearly 20 years. When I was recruited to Guggenheim, I saw it as an opportunity to go and create something special. With my relationships, Guggenheim’s brand, and the firm’s commitment to healthcare across equities and investment banking, I am confident we are well on our way.
It’s cliché, but it is all about the people and trust. It’s a relationship business, both internally with your team and management and externally with clients. What I’ve learned over the years is that I perform my best and add the most value to the franchise when I worked with great people where there’s mutual trust.
My advice would be to think of your job as your own small business. I have always had this mindset and have been a self-starter. That self-starter mindset has evolved into trying to be the “pace car” for the team. Like a pace car, get in front of the pack and make sure everyone is up to speed on what’s going on. Like a pace car, set the tone. Get up early, keep learning, and communicate so everyone is on the same page and no one is left behind.
Additionally, it’s important to have a sense of humor. I could not have done this job as long as I have without enjoying the energy and sense of humor of the trading floor. Trading floors transact in jokes as frequently as in stocks.