Angel investor and former wall street derivatives' trader Natalie Levy shares her story of stepping into independence, authenticity, and financial influence. She shares the transformation in mindset she experiences through reimagining investing.

This book shares accessible angel investment education interwoven with a mission-driven focus. Natalie shares pushback and #metoo moments experienced to realization and rebuilding following the loss of her mother to suicide. Recognizing women aren't often skilled or supported to achieve financial freedom and independence she ultimately circles back to finance, this time in a deeply meaningful way.

She shares digestible investment education including decision making around retirement planning and why she was often appalled at idea of a community dropping $34/ SoulCycle class for a trendy hour of spinning in her New York City years. She additionally shares actionable investment-specific examples such as tax saving opportunities by stepping into angel. Women may be raised in a way that drives a money scarcity mindset, but she digs into practical knowledge and real-world scenarios to evolve that perspective into one of an investor.

Natalie regularly lectures and leads workshops on angel investment theory and education. She leads an angel investment group supporting and skilling women to confidence, influence, and action, which she details through storytelling including personal experiences, learnings, and portfolio investment decisions and outcomes. Women she connects with contemplating entering the private investment arena often inquire how they can position themselves to be investment-ready and gain the confidence needed to allocate their capital.

She responds, "do the thing and it will change your mindset."

Why YOU need this book:

• Invest in Yourself!
• Learn angel investing framework for more informed decision making regarding your investment portfolio and career
• Evolve out of a money scarcity mindset
• Step into influence alongside establishing your investor mindset
• Uncover the type of investor you want to be and identify a path to get there
• Level up your financial journey, investment analysis framework and decision making, your network, and your portfolio
• Hear stories from others stepping into their financial influence through participation and first checks

Autorentext

Natalie Levy is an engineer and mathematician turned Wall Street derivatives trader, investor, and business-to-business (B2B) enterprise technology sales leader. She marries a deep understanding of data and technology paired with strong interpersonal skills. Natalie is the Managing Partner of She's Independent, a women-first investment group driving financial empowerment and influence through angel investing and investment education. As a former Wall Street derivatives trader and private equity professional she brings depth of experience spanning tech, operations, and venture. Her angel portfolio includes 40+ private investments with multiple liquidity events averaging over 20x returns. Natalie is on a mission to close the gender power gap alongside demonstrating authentic leadership that unapologetically celebrates women.