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Wall Street Veteran to Visionary CFO: Lessons in Leadership & Change
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In this episode of Make Minutes Matter, host Karen Gilhooly sits down with Heather Bellini, President and CFO of InvestCloud. Heather shares her fascinating career journey, from working at Lehman Brothers, Citigroup, and Goldman Sachs to her current role. They dive into the importance of mentorship, the value of feedback, and the nuances of transitioning from being an advisor to a doer. Heather discusses her experience with transformational change, the significance of patience and discipline, and her insights on leadership and team building within a large organization.
About Heather Bellini
Heather is the President and Chief Financial Officer at InvestCloud, a global leader in financial software and digital wealth management solutions. Prior to InvestCloud, she served as CFO at a cybersecurity software firm Deep Instinct and spent nearly 10 years as a Partner at Goldman Sachs, where she covered the Software & Select Internet Sector and led the Technology Research Group. In 2020, Heather was named one of Barron's 100 Most Influential Women in U.S. Finance.
Stay tuned for Part 2 for more in-depth insights from Heather Bellini's remarkable career and connect with Heather on LinkedIn at https://www.linkedin.com/in/heather-bellini-6177a/
Dive deeper from the podcast and check out Host Karen Gilhooly's book - The Three Bucket Leader https://a.co/d/08vuNA9
This book is for leaders who:
✅ Want to inspire their teams to be All-In.
✅ Need to reclaim their time and focus on what truly matters.
✅ Are ready to align their influence with purpose and lead with intention.
If that's YOU, this book will change the way you lead. Download the first chapter for free at: www.karengilhooly/three-bucket-leader
This podcast was Produced by Rainbow Creative Executive Producers Matthew Jones and Lauren Feighan, and Nathan Wheatley as Editor.
00:00 Introduction and Opening Thoughts
00:20 Meet Heather Bellini: Career Beginnings
01:39 The Importance of Mentorship
03:01 Feedback and Perception
13:09 Transitioning to Corporate Life
18:30 Closing Remarks and Next Episode Teaser
17 episodes
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