In this episode, Nelly Mubashi shares how networking isn’t about collecting contacts, it’s about building genuine connections. From chance introductions to lasting partnerships, Nelly shares how thoughtful relationships can shape your career and open unexpected doors.
Nelly Mubashi is the Co-Founder and CEO of NWAM, LLC (Northwest Asset Management) and RIA Innovations, as well as the CEO of National Fiduciary Trust, a Washington state trust company. With over 20 years of experience in the wealth management industry, Nelly brings deep expertise in strategic growth, risk management, and client service. Before founding NWAM in 2008, she served as a financial advisor with UBS Financial Services and Piper Jaffray & Co. Nelly is actively involved in her community, serving on the Board of Directors for Plymouth Housing and co-heading the Pacific Northwest chapter of Women in ETFs. She lives in Redmond, Washington with her husband and two children, and enjoys traveling, reading, and taking Zumba classes in her free time.
Kristine Delano guides the conversation about the power of connection, saying yes to new opportunities, and building a network that truly lasts.
Apprenticing as an Angel with Roxane Sanguinetti
Smart, Not Spoiled: The Seven Money Skills Kids Must Master Before Leaving the Nest by Chad Willardson
Go to www.kristinedelano.com for links to pre-order Kristine’s book The Lies We Trade.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
