College Experiences That Helped a Wealth Advisor at J.P. Morgan Succeed
In the demanding finance industry, Koushik's most significant career lesson involves developing "a self-care routine" to maintain persistence. This daily practice of reflection, analyzing "what you did right, what you did wrong," allows for necessary emotional resetting, preventing negativity from impacting future performance and enabling continued success.
Finance, Wealth Management, Resilience, Stress Management, Self-Care
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Koushik Gopineedi
Wealth Advisor
J.P Morgan
UC Berkeley
Economics
Finance (Banking, Fintech, Investing)
Sales and Client Management
Transfer Student
Video Highlights
1. Develop a self-care routine to reset daily and process emotions effectively.
2. Practice persistence and endurance to overcome challenges in the finance industry.
3. Reflect on daily successes and failures to learn and improve continuously.
Transcript
What is one lesson that you have learned that's proven significant in your career?
I think one of the most important things in an industry like finance is endurance. You have to persevere and be able to repeat that every day.
One of the biggest lessons I've learned is to develop a self-care routine. How can you reset for tomorrow?
How can you really sit for 30 minutes to an hour, think about your day, and figure out what you did right, what you did wrong? What requires thought and what doesn't?
In the moment, I could be angry about something and just keep going with it. But unless I sat down to think about why I was angry, why it made me angry, and if it was justified, I wouldn't have let it go. That anger would have carried over.
The ability to reset and think about what you've been doing has been the most important for me. It allows me to be persistent and keep up what I'm doing every day because I have that time to myself to level set and get going again.