If you want to thrive in banking and finance, this episode is for you. Finance veteran, Paul Hodes, shares about the key moves that shaped his long-standing career, including experiences at Fidelity, more than 25 years at senior positions in Citi, and his transition to fintech at Privé Technologies, where he is now CEO.

We dive deep into what really makes a difference in your career — how networking and corporate dynamics shape success, why mindset shifts are essential when moving from banking to fintech, and the impact of AI and digital solutions on the industry.

If you’re navigating the finance industry or simply looking to elevate your career in a big corporation, this episode will help you gain some valuable insights. I hope this finds you exactly when you need it on your journey.

Chapters:

00:00 Introduction
01:56 Paul's Career in Finance & His Drive to See the World
05:19 Biggest Lessons from More Than 25 Years at Citi
07:02 Building a Career at a Big Bank & Changing Roles Internally
10:44 Navigating Complex Dynamics at a Big Corporate
16:05 The Importance of Building Your Internal & External Network
19:02 Recognizing & Responding to Reorganizations
31:02 Transitioning from Banking to Fintech: Biggest Surprises
40:13 Learning Through Doing in Fintech
42:21 The Role of AI in Wealth Management & Wealth Tech
49:53 The Human Value in AI-Driven Finance
52:32 Advice for Transitioning Careers
54:59 One Game-Changer for Financial Investors
55:54 Favorite Song & One Thing He Would Swap Between SG & HK

❤️

Nicole

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👉🏼 Follow Paul Hodes on:

LinkedIn: https://hk.linkedin.com/in/paul-hodes-24a52513

Website https://www.privetechnologies.com

👉🏼 Follow Nicole Lee on:

LinkedIn: ⁠⁠http://linkedin.com/in/nicoleethisisme⁠⁠

YouTube: ⁠http://YouTube.com/@nicoleleethisisme⁠

Spotify: ⁠https://creators.spotify.com/pod/show/youneverknowwithnicolelee⁠

Apple Podcasts: ⁠https://podcasts.apple.com/us/podcast/you-never-know-with-nicole-lee/id1789078881⁠

Instagram: ⁠⁠http://instagram.com/nicoleleethisisme⁠⁠

TikTok: ⁠⁠http://tiktok.com/@nicoleleethisisme⁠⁠

Website: https://⁠www.youneverknow.co/⁠

🎬 Filmed at: Poddster Singapore

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#12 — Want To Thrive In Banking & Finance? Learn This! | Paul Hodes: "Raise Both Hands!" "Be Your Own Career Counsellor." "Use Your Network!" "AI Is A Game-Changer."

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