Becoming a More Complete Professional 2

Becoming a More Complete Professional 2

Part one (1/2) is here

To become a more complete professional and improve my competency, I shall:

• Complete Module 2 Competency 2 Assessment in the text on pg. 119;
• Read articles daily on leaders experienced in working & managing across functions;
• Read at least one book yearly on the subject of working & managing across functions;
• Read the book “Lift: Becoming a Positive Force in Any Situation”;
• Research companies and plan in the next three months to interview several managers about cross-functional leadership experiences;
• Visit companies reputed to excel in leading cross-functional teams;
• Surround me with seemingly positive, “purpose-centered, internally-directed, other-focused, and externally open,” talent because these people tend to catalyze team growth.
• Work to develop a purpose-centered, internally directed, other-focused, and externally open approach for myself as I grow more versatile working across different functions. Expand my LinkedIn network—at least one new connection weekly—to perhaps include professionals with branding expertise in working & managing across functions.

Figure 1-2—Competing Values Framework for Positive Influence.

OTHER-FOC– USED I recognize others as “people with legitimate needs.	EXTERNALLY OPEN My malleable traits inspire eagerness to learn.
INTERNALLY DIRECTED I identify integrity gaps and seek to close them all.	PURPOSE-CENTERED I value the privilege to create “extraordinary results.”

(4) Career Goals
This section identifies career goals, accompanied by a short, medium, and long-term action plan for achieving each goal.

Each set of goals (short-term, medium-term, long-term) relies on an analytical framework instantiated by the acronym SMART.

SMART—Specific, Measurable, Attainable, Relevant, and Time-Bound—formulates a “guideline”—to implement the action plan for each set of goals.

Short-Term
My short-term goal to become a financial analyst assumes the following action plan:

SMART Goals—Short-Term Implementation Plan.

• Obtain an MBA in Financial Management with Project Management Certificate by Nov. 2016;
• Promptly read & complete every assignment for all classes each trimester;
• Visit Rudin Center at Iona for tutoring;
• Meet with professors weekly throughout trimester;
• Read yearly at least 5 business/finance-related books;
• Read daily from Wall Street Journal & E*Trade Websites;
• Follow daily NYSE, NASDAQ, and Stock Market Watch financial trends;
• After Spring Trimester 2016, begin preparing for the Certified Financial Analyst (CFA) Exam;
• Commence preparation after successfully completing at least two MBA Finance courses;
• Take accredited CFA prep course, e.g. New York Society of Security Analysts (NYSSA)
• Invest at least 300 hours of focused preparation for each level—CFA levels I-III.
• After Spring Trimester 2016, begin seeking internships;
• Apply for financial internships after successfully completing at least two MBA Finance courses;
• Attend Iona career service seminars/exhibitions at the start of Summer I 2016 Trimester;
• Visit Iona’s career development for career counseling & resume revision;
• Follow Jim Collin’s “Good to Great” Three-Circles Strategy—cost-benefits Venn Diagram that pinpoints favorable overlap in three areas:
• Talents;
• Profitability.

Medium-Term
Over the next 10-20 years, my goals as a financial hedge fund analyst might include:

SMART Goals—Medium-Term Implementation Plan.

• Start in investment banking, and after 5-7 years apply to hedge fund company;
• Keep abreast daily of hedge funds news, e.g., Hedgeweek, FIN Alternatives, etc.
• Consider complementing credentials with Series 7 Certification (5-7 yrs.);
• Take accredited Series 7prep course—Agent Broker (AB) Training Center.
• Study every single Series 7 test question available.
• Networking with successful analysts, traders, and stockbrokers in the business
• Receive securities training from Securities Training Corporation (STC).
• If successful, climb echelons from trader & analyst to hedge fund manager (17+ yrs.);
• Emulate, study, and learn from successes of company hedge fund manager;
• Contact & network with at least one local hedge fund manager per month;
• Read at least 5 books annually on hedge fund management.
• If successful as a hedge fund manager, possibly seek to become an accredited investor. (20+)
• Network/learn tricks of the trade working with institutional investors in business;
• Read daily from/about billionaire investors—e.g., Kevin O’Leary, Mark Cuban, Robert Herjavec;
• Watch Shark Tank almost weekly, during limited leisure time.

Long-Term
If successful (and alive/healthy), goals 30+ years into a career might include:

SMART Goals—Long-Term Implementation Plan.

• Possibly advancing to CEO of a national financial company (30-35+ yrs.);
• Re-read this PDP and consult all pertinent literature cited;
• Repeat all earlier steps contained in this PDP;
• Network with local CEOs and glean their expertise;
• Read about and inquire from CEOs on leading teams before seeking CEO status;
• Read five books yearly on successful CEOs.
• Perhaps becoming a wealthier investor beyond mere accredited status (35-45+ yrs.);
• Repeat all steps about accredited investors from Medium SMART goals;
• Philanthropy—charities to churches & universities (45+ yrs.);
• Re-familiarize with Federal Tax Code and laws involving charitable deductions;
• Meet with tax lawyers, CPAs, successful philanthropists, e.g., Robert V. La Penta before charity;
• Using finances to build churches & universities (45+ yrs.)
• Entrepreneur of an investment company (45+ yrs.);
• Applying everything learned from books, connections, and 40+ year practical experience;
• Retirement—travel the world (50-55+ yrs.).

(5) Summary

Synopsis:
This PDP explored the following subjects:

• Keirsey Personality Assessment—tests which helped to identify, if true, my strengths and weaknesses as consistent with the ENTJ type or Rational Fieldmarshal temperament.

If true, my ENTJ strengths perhaps include:

• Intelligence—logical thinking, mental acuity/stamina, verbal ability;
• Inquisitiveness—love of knowledge, intellectual growth, and all learning;
• Industriousness­—hardworking enthusiasm in pursuing all ambitions;
• Leadership—inspiring others via encouragement, intelligence, optimism, & work-ethic.

However, Keirsey also revealed some relevant weaknesses, which if accurate, may include:

• Perfectionism—self-critical, workaholism which may impede time-management;
• Aggressiveness—expressive, perhaps controlling tendency intimidating to others;
• Communication—blunt, unfiltered speech; often abstract, complex, & verbose;
• Dispassionate—over-analytical, may seem detached, emotionally intolerant of self & others.

• Work Suggestions for Improvement—developing strategies to overcome plausible ENTJ weaknesses in advancing toward “master manager” status while working with others.

• Core Competencies Section—addressing key strengths/weaknesses in competencies due perhaps to suggested personality and inexperience for self-improvement. Our MBA 500 text illustrated these competencies.

Possible strengths include:

• Negotiating Agreement & Commitment;
• Communicating Honestly & Effectively;
• Managing Groups & Leading Teams.

Possible weaknesses include:

• Understanding Self & Others;
• Mentoring & Developing Others;
• Working & Managing Across Functions.

• Career Goals—our concluding discussion outlined career goals, followed by SMART—Specific, Measurable, Attainable, Relevant, & Time-Bound—action plan analysis for short, medium, and long-term periods.

Purpose:
Ultimately, this PDP provides a comprehensive self-improvement plan in my lifetime journey toward attaining near “master manager” status.

Bibliography References
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