Applying Lessons from Wall Street to Small- + Mid-Sized Business Clientele

One path to entrepreneurship involves taking lessons learned from a corporate career and applying them in one's own business. Tricia Taitt, principal of The Art of Money Matters, joins us on October 17 to discuss her career path: how she has effectively applied lessons learned from working on Wall Street to serving the needs of her business's small- and mid-sized clients.

Learn how a difference in clientele and context can influence a professional's work experience to help you better understand what kind of working environment might best suit you.


The Art of Money Matters is led by its President and Chief Financial Officer, Tricia Taitt, who has a strong track record of managing and improving the financial operations of growth-oriented, small to mid sized companies in both the for-profit and not-for-profit sectors.  Ms. Taitt is adept at helping senior leaders decode the numbers so that they can better understand their business and make strategic decisions more confidently.

After spending eight years on Wall Street as an equity markets sales specialist and corporate finance manager at industry powerhouses such as Merrill Lynch and Citigroup, Ms. Taitt realized that her core finance and accounting skills were highly transferrable to small and mid sized companies, which is where she could make a bigger and more personally rewarding impact. With this inspiration, Ms. Taitt started offering her financial consulting services and officially formed The Art of Money Matters, in 2014.

In addition to managing AMM, Ms. Taitt does speaking engagements and teaches workshops on Small Business Financial Management, Entrepreneurship, and Financial Sustainability for Non Profits, both domestically and abroad.

Ms. Taitt holds an M.B.A. from The Fuqua School of Business of Duke University, and a B.S. in Economics with Finance concentration from The Wharton School of the University of Pennsylvania.

October 17, 2017 at 11am - 12pm
Center for Entrepreneurship and Innovation

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