SoFi Blog

Last week we hosted a negotiation panel in NYC. The intent? To discuss raises, promotions, and new job approaches with experienced talent acquisition professionals—and share the information with our community of members. One of the panelists, Gladys Chen, answers the most common questions from the conversation, below.  

Investing is a funny business.  Whether you invest on your own or you use an advisor, if you own stocks or bonds, you’ve probably had to answer a few questions about your investment style.  Questions, such as “Which portfolio would you choose?” and “How much do you know about investing?” These questions are intended to measure your risk, and, correspondingly, put you in the best portfolio for the amount of risk you are willing to take.

While well intended, this approach is a ridiculous way to drive investment decisions, particularly given the technology available today. 

Name: Joe Lakier

Locale: Brooklyn, NY

Alma Maters: Wayne State University Law School (JD); University of Florida (LLM)

By Day: Manager/Fraud Investigator at EY

SoFi Member Since: 2015

Total independence isn’t easy. But for Joe Lakier, a law school grad and solo backpacking junkie, self-sufficiency has always been essential. So when he found himself strapped with six figures worth of student loan debt, Joe sought a solution to free up his finances. See how SoFi partnered up with his company to make sure he was back in control.  

Big news: We’ve now funded over $1 billion in student loan refinancing to borrowers through our corporate partners (i.e. companies like Microsoft, Workday, and more).

What’s better? We’ve made student loan assistance a benefit for our own employees. Which means we’re helping them pay down student loan debt with $200 a month.

Name: Josh Gould
Locale: Brooklyn, NY
Alma Maters: Claremont McKenna College; Dartmouth/Tuck School of Business (MBA)
By Day: Business Development in the renewable energy field
SoFi Member Since: 2014

When your senior-level government job has a term limit, you have to start thinking about your next job while you’re still getting settled. Learn how SoFi member Josh Gould navigated his latest career move in the niche field of renewable energy—with a little help from an unexpected place.