78. #LiveFromExcell – Making Financial Services More Inclusive: Interview with a Disruptor – Dana Wilson, Founder of CHIP (Changing How Individuals Prosper)

In this amazing conversation, live from Excell, my guest cohost Vanessa Martinez and I sit down with Dana Wilson, Founder & CEO of CHIP (Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx financial professionals. 

Dana is a diversity and inclusion award winner named “One To Watch” in Fintech from Money 20/20 and a 2021 Trailblazer from Black Women In Media. Dana is also the co-founder of The BRIEF, a quarterly digital magazine with a mission to elevate the voices and knowledge of Black and Latinx professionals in finance and law. 

This past December 2022, Dana won the BGV – Black Girl Ventures Foundation – NYC Pitch Competition. Congratulations Dana!  She’s also a Board Member and Partner for MAXBLACK WEALTH and MAXBLACK Media LLC. MAXBLACK Media LLC.  

Dana graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a concentration in Marketing. She is currently an Executive MBA candidate at Penn State University, Smeal School of Business, studying Strategic Leadership and completing a concentration in Corporate Innovation. 

In today’s episode, broadcasting live from the Chelsea Theater inside the Cosmopolitan Hotel, we explore how Dana is working to close the racial wealth gap through her company CHIP. By building a business and a bridge to financial professionals, she’s ensuring that Black and LatinX people find financial power by getting seen, heard, and empowered with their money.

We also talk about the need to change, to get uncomfortable – a perfect segway for the New Year! In fact, one of the many gifts you’ll discover about Dana Wilson in today’s episode is the courage it takes to step into greatness. Her own. Dana’s website is danadisrupts.com and her social media handles are @danadisrupts By taking chances and leaning into disruption we can create positive change IN The Suite. 

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