Women Rocking Wall Street - A Podcast Dedicated To Women In Financial Services

Episode 54: Finessing Financial EducationGuest: Liz Davidson I’ve had the pleasure of meeting this week’s guest in 2003 and have been an admirer ever since. Liz Davidson is the Founder and CEO of Financial Finesse, the leading provider of workplace financial wellness programs for companies as an employee benefit. Companies, through Financial Finesse, are able to provide their employees with free financial advice and help them get to where they want to be financially without the pressure of sales. Liz began her career in financial services, specifically in investment banking, and eventually realized that her work life balance was not something that she could maintain. Wanting to embrace her entrepreneurial spirit, Liz began attending the University of Los Angeles to obtain her business degree. Her first venture after graduating was a hedge fund but in the process, she began to see that her investors didn’t have the basic fundamental understanding on how to appropriately invest their money. Seeing that her clie