Wells Fargo Alumni Episodes

In this episode of the Treasury Whisperer’s Talkcast Podcast, host Seth Marlowe interviews Julia Carreon, former Global Head of Platform and Client Experience for Citi Wealth and co-author of the forthcoming book Walking on Broken Glass. They discuss Julia’s rise through leadership roles at Wells Fargo and Citi, the operational and cultural differences between large financial institutions, and the realities of navigating executive power structures inside corporate America. Julia shares her perso...

In this episode of the Treasury Whisperers Talkcast Podcast, host Seth Marlowe is joined by members of the Dead Bankers Society - Stacy Bjornstad, Greg Lloyd, and Zoya Lieberman. They discuss key topics in the financial services industry. The conversation covers the origins of the Dead Bankers Society, debates on innovation between fintechs and banks, the necessity of instant payments, and the implications of Buy Now, Pay Later (BNPL) schemes. The panelists share their insights and experiences, ...

In this episode of the Treasury Whisperer's TalkCast Podcast, host Seth Marlowe interviews Kris Chester, COO Emeritus at Kestra Financial (www.kestrafinanical.com). Kris is a seasoned leader in financial services, who shares insights from her 40-year career, her transition into retirement, and the importance of balancing work and family. She discusses her experiences at Kestra Financial and Wells Fargo, the challenges of merging corporate cultures, and the emotional aspects of stepping away from...

THIS EPISODE IS SPONSORED BY IDENTIFEE In this episode of the Treasury Whisperer's TalkCast Podcast, host Seth Marlowe is joined by Kevin Miyamoto, co-founder and COO of Identifee (www.identifee.com). They discuss the challenges faced by banks and credit unions in managing fragmented technology systems and the role of AI in streamlining operations. Kevin emphasizes the importance of education and human connections in banking, while also exploring the future of AI integration in financial institu...

In this episode of the Treasury Whisperer's TalkCast Podcast, host Seth Marlowe is joined by Millicent Tracey, a leader at the crossroads of banking, technology, and customer experience. With a rich history at Wells Fargo and current roles on the boards of Banner Bank, Dwolla, and Identifee, Millicent shares her journey from corporate leadership to boardroom strategy. Discover insights on fintech partnerships, the evolving role of AI, and the challenges of navigating board responsibilities. Tune...

In this episode of the Treasury Whisperer's Talkcast Podcast, host Seth Marlowe interviews Lori Burns, Founder and CEO of RUBYFIVE (www.therubyfive.com). RUBYFIVE helps businesses take control of their cash flow by going beyondtraditional automation and embracing cutting-edge payment technologies. Lori discusses her vision for revolutionizing business payments through real-time solutions. She emphasizes the importance of convenience and control in cash management, drawing parallels between consu...

Welcome to Episode 0 of “The Treasury Whisperer’s Talkcast Podcast”. Get introduced to the concept for this podcast as host Seth Marlowe figures out the mechanics of recording and distributing a podcast. As for intro or theme music. Just not there yet. Seth's stated goal: to become the Jimmy Fallon of late-night treasury, banking, payments and fintech talk shows. Links: Seth Marlowe on LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/treasurywhisperer/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ T...