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Today our guest is Heena Agrawal. Heena is the Chief Financial Officer at Duluth Trading Company. She has an MBA from Indiana University’s Kelley School of Business, plus CPA and CFA credentials, she has led major financial and operational initiatives at companies like Kontoor Brands, UL Solutions, and Walgreens Boots Alliance.

The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠ https://uswealth.bmo.com/podcasts/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app.

Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠.

Thrivefecta was produced by Evan MacDonald, Kelly Taylor, and Alexa Javors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host.

Disclosure:

“BMO” refers to BMO Financial Group, a diversified financial services organization and a trade name used by Bank of Montreal its subsidiaries and affiliates including BMO Bank N.A. in the United States.

“BMO Wealth Management” is a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. Investment products and services are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE