What Brought Us Into Financial Services

What Brought Us Into Financial Services

From BISA Portfolio Podcast by Bank Insurance and Securities Association

April 3, 2026 · 16 min

About this episode

The episode explores nontraditional career journeys in financial services with BISA members.

In this episode of the BISA Portfolio Podcast, guest host Jim Nickens of Swan Financial Group sits down with a group of BISA members to explore how real, often nontraditional, career journeys are shaping the future of financial services. Recorded live at the BISA Annual Conference in Tampa, the conversation features Ron Major (TruStage), Kylie Murray (Sammons Institutional Group), Vanessa Wilson (BMO), Heather Hepburn (Webster Investments), and Brett Carmichael (Nationwide) as they share the ...

People in this episode

Host: Jim Nickens

Guests: Ron Major, Kylie Murray, Vanessa Wilson, Heather Hepburn, Brett Carmichael

Topics covered

  • career journeys
  • financial services
  • BISA members
  • nontraditional careers
  • annual conference

Keywords

  • financial services
  • career journeys
  • BISA
  • annual conference
  • nontraditional careers

Mentioned in this episode

Organizations: Swan Financial Group, BISA, TruStage, Sammons Institutional Group, BMO, Webster Investments, Nationwide

Places: Tampa

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