MAKING IT TO THE NEXT LEVEL

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MAKING IT TO THE NEXT LEVEL

• Panel Discussion for Vendors CAPFAA 2004

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SURVEY SAYS

• How many lenders?
• Looking to advance to next level in sales career
  or other?
• How many Financial Aid Officers?
• Looking to advance in Higher Education?
• Looking to move to Lending Side?

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AGENDA

• Career Summaries
• Rich Archibald
• Donna Shelby
• Adrienne Weible
• David Lettermans Top Ten List
• Serious side / Funny side
• Managing Life outside of Work
• Questions?

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CAREER SUMMARY

• Richard Archibald
• Northeast Regional Vice President Bank of
  America
• Husband, Dad, Uncle, Brother, and Friend
• Professional Goal To join the Senior Pro Golf
  Circuit.

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CAREER SUMMARY

• Donna Shelby
• Vice President, Northeast Sales Manager
  Citizens Bank
• Wife, Mom, daughter, sister, friend?
• Professional Goal to be a waitress at a
  restaurant in the Caribbean.

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CAREER SUMMARY

• Adrienne Weible
• Vice President, Higher Ed Marketing Sallie Mae
• Wife, Step-Mom, Sister, Dog Person
• Professional Goal to open a small ice cream
  store that sells only vanilla.

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David Lettermans Top Ten

• 10. Integrity
• Theres no lying in baseball.
• 9. Re-invent Yourself
• Youre not that good.
• 8. Be a change agent
• Jump when they say JUMP!
• 7. Passion Like what you do.
• Eat, drink, and sleep your job.
• 6. Dont burn bridges
• Shower the jerks with kindness.

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David Lettermans Top Ten

• Network
• Schmooze, schmooze, etc.
• Take Ownership
• No blaming or finger-pointing
• Sell Yourself No one else will
• Be selfish, competitive
• Manage your Manager
• Put up with a lot of bull, kiss up.
• Be in the right place at the right time
• Luck or everyone else quit, so I got the job.

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LIFE OUTSIDE OF WORK

• 75 Work, 15 Family, 10 You
• Seek Flexibility Play at Work and Work at Play.
• Involve your family in your work.
• Even if only one hour left for you use it
  wisely!
• My Mother told me never to complain change what
  you can, learn to live with what you can not.

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QUESTIONS?

• Tell us about your professional goals /
  challenges
• Further Resources
• What Should I Do with My Life? Po Bronson
• Lessons from the Hive The Buzz on Surviving and
  Thriving in an Ever-Changing Workplace Charles
  Decker
• Good Luck Creating the Conditions for Success
  in Life and Business Alex Rovira, Fernando
  Trias de Bes
• Unstuck A tool for Yourself, Your Team , and
  Your WorldKeith Yamashita, Sandra Spataro
• The Power of Impossible Thinking Transform the
  Business of Your Life and the Life of Your
  BusinessJerry Wind, Colin Crook, Robert Gunther