
About this episode
Today, we’re back on Wall Street and dining at Harry’s, a trusted Wall Street institution for over 50 years. Joining us is Liz Thomas, Chief Market Strategist at SoFi.
Her origin story starts in Wisconsin, but she’s made a name for herself in New York as a trusted market and investment guru. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon, a Portfolio Analyst at Baird, and a Research Analyst at BMO Global Asset Management.
Timecodes
00:00 — “Edgy Broads”
00:21 — Welcome to Standing Table at Harry’s on Wall Street
01:24 — Meet SoFi’s Head of Investment Strategy, Liz Thomas
02:24 — From Wisconsin to Wall Street: Liz’s Journey Begins
04:54 — The Mentor Who Changed Liz’s Career Path
06:14 — Guy & Dan Tell the Early Fast Money Origin Story
09:35 — Liz Opens Up About Leaving Everything Behind for NYC
12:31 — Becoming a CNBC Personality & Inspiring Young Women
16:18 — Why Liz Took the Leap from BNY Mellon to SoFi
20:49 — Marriage, Motherhood & Being the Breadwinner
22:21 — Liz’s Mission Supporting Women Through Grace Outreach
23:37 — Liz’s Career Advice: Don’t Wait to Be Noticed
Standing Table is made possible through our continued partnership with Apex Fintech Solutions.
Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to enable and streamline trading, wealth management, cost basis, tax reporting, and, through its subsidiary Apex Clearing™, custody and clearing.
For more information, visit the Apex Fintech Solutions website: https://apexfintechsolutions.com/
LinkedIn: https://www.linkedin.com/company/apex-fintech/
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