Financial Advisor

What was your path to PB?

2
  1. Anonymous User 1

    The long and windy one. Went from staff accountant, to IT consulting, to IT audit, and then to PB. Now I am a FA at a wire house.

    2
    Rapid7 1

    What do you attribute your success in pivoting from IT to banking? Just curious as I’m looking to do the same. Any suggestions or words of wisdom?