Daisy Dowling

Human Capital Advisor

Daisy Dowling is a human capital practitioner, advisor, and thought leader.  Her work focuses on maximizing individual and organizational performance in demanding, high-stakes business and commercial contexts.

She currently serves as Principal Consultant at Kiddy & Partners, the human capital advisory firm, where she works with U.S. and multinational organizations on talent strategy, leadership assessment and development, board effectiveness and organizational design issues.  Separately, she is the founder and CEO of Workparent, which provides advice and solutions to working parents and to the organizations that employ them.

Before joining Kiddy in 2016, Daisy served as Managing Director and as the first Head of Talent Development for Blackstone, the leading alternative asset management firm. In this position, she created the firm’s leadership development, training, and diversity initiatives; personally coached select rising leaders; developed the firm’s aggregate performance analytics methodology; and led initiatives related to Blackstone’s firm-wide culture and employer brand.  In addition, as COO of Blackstone’s Human Resources function, she held global responsibility for human capital strategy development, budget, and communications.

Previously, she served as Global Head of Leadership Development for Morgan Stanley; Vice President of the Pine Street senior leadership development team at Goldman Sachs; and Associate, Acquisition Finance at JP Morgan.

Daisy publishes regularly on leadership-related topics. To date, she is the author of 14 articles in Harvard Business Review magazine, for which she created and wrote a column on CEO-level leadership. Her feature article “Why Did We Ever Go Into HR?”, an examination of the value of strategic human capital development, became a top-10% HBR bestseller. Her book, Remember Who You Are (Harvard Business School Press, 2004) became an international bestseller and has been published in ten languages. She has also published in the New York Times, Washington Post, and Journal of Applied Corporate Finance.  Additionally, she and her work have been featured in the Financial Times and the Wall Street Journal online.

She earned her B.A. from Brown University and M.B.A. from Harvard Business School. Daisy lives in New York City with her husband, Luc, and two young daughters.


Sara Zervos

Founder of BizzyChicks &
Global Economics Maestro

Sara Zervos is the founder of Global Reach, a business with a dual mandate: providing bespoke global economic and investment research, and advocating financial literacy.  In this capacity, she is working on a startup venture called BIZZYCHICKS, a social media venture aiming to improve financial literacy among young women and entice them into careers in the business world.

Sara is a contributing writer for Forbes.com and HuffingtonPost.com. She holds a Ph.D. and M.A. in Economics from the University of Rochester, and a B.A. in Economics from Arizona State University.  Sara has managed emerging markets investments for 13 years, and has been in the finance industry for over 20 years.  Most recently, she managed over $20 billion in international fixed income assets as head of the Global Debt team at OppenheimerFunds, managing or co-managing four retail mutual funds.

She had previously held portfolio management positions at three hedge funds, worked as a Senior Financial Economist at the World Bank, was an economist/ research analyst in investment banking, and taught financial economics courses at Brunel University in England. She has held seats on the Federal Reserve’s sub-committee on Foreign Exchange, the UBS Research Advisory Board, and the Emerging Market Trading Association Board.

www.sarazervos.com
http://www.forbes.com/sites/sarazervos/
http://www.huffingtonpost.com/sara-zervos/
Twitter: SaraZervos


Janine Driver

CEO of the Body Language Institute

Janine Driver is the CEO of the Body Language Institute, an exclusive certification program that provides companies and leaders the fastest way to save time and make money. She is also a NY Times Best-Selling author of “You Say More Than You Think” and an international trainer and keynote speaker who playfully provides salespeople, professionals, and executives with cutting-edge, scientifically-based communication tools on how to win new business, increase sales, improve selection of salespeople, and staff, and generate a significant return on investment. Janine is a popular media guest who has made regular appearances on the Dr. Oz Show, Anderson Cooper, NBC’s TODAY, and NBC’s Weekend TODAY, FOX News, and CNN’s Larry King Live. She has been quoted in the New York Times, the Washington Post, and in magazines such as Cosmopolitan and Psychology Today.

Not too long ago, Janine used body language every day to stay alive. She spent over sixteen-years as a federal law enforcement officer within the Department of Justice investigating skinheads, firearms traffickers, the manufacturing of illegal explosives, and fanatical survivalists. While in the field, to stay alive, Janine needed to size people up quickly – in less than seven-seconds. Over the past decade, Janine has since taught her cunning people-reading skills to the ATF, FBI, CIA, DIA, International Association of Chiefs of Police (IACP), and to over 60,000 federal, state, and local law enforcement officers, lawyers, and judges.

In 2015, she was named one of the top twenty educational trendsetters in the meetings industry by Meetings Today Magazine and in 2016 selected by TEDx Wilmington to present her ideas worth spreading.  To learn more about Janine and her work, visit her website at www.lyintamer.com


Jodi Rabinowitz

Assistant Chief Human Resources,
Talent Acquisition & Organizational Development

Jodi Rabinowitz is the Assistant Chief Human Resources Officer, Talent Acquisition and Organizational Development for the Metropolitan Museum of Art. She is responsible for recruiting key talent and ensuring there is appropriate growth and development for all employees who have the privilege of a long career at The Met.

Prior to making the move into the not-for-profit arena, Jodi has served as a strategic partner with over twenty years of organizational development and coaching experience. By designing customized solutions and developing talent management initiatives, she cultivates strong relationships with her key stakeholders and fosters cultures of high performance talent that deliver measurable results. Jodi believes that successful organizations need networks of empowered leaders and inspired teams—and her diverse portfolio of clients in financial services, retail, manufacturing, and non-profits is a testament to her hands-on, individualized approach to developing talent.

Jodi has a distinct background in leadership and talent development. Before founding her own consulting group, she held several in-house executive leadership positions in organizational, talent, and learning management. She believes that when managers drive the talent search and development process, the most effective work is accomplished. This innovative business-driven philosophy prompted her to pioneer the first successful implementation of a transparent talent management system that allowed leaders to set the parameters for their company’s goals.

Her nimble approach as a talent advisor stems from her time as an executive at The Center for Creative Leadership and her early career in social work. At CCL, she designed custom programs for Fortune 100 companies to help them elevate their employee relations, leadership potential, and desired business outcomes. Prior to this work, she tackled the behavioral aspects of leadership with the clinical skills she honed at a boutique Employee Assistance firm and Bellevue Hospital’s Psychiatric Emergency Room.

Jodi is a graduate of the University of Pennsylvania with a Bachelor of Arts and Sciences and a Master’s of Social Work.

 


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Ashley Maven

Celebrity Coach, Success Mentor &
Psychoneurologist

Leading results based Celebrity Coach, Success Mentor, and Psychoneurologist, Ashley specializes in Emotional Health and Wellness, Subconscious and Conscious Mind Transformation, Manifestation, and the Internal Resources necessary for Entrepreneurial Success and of course, how to have a life of ease. Ashley is known for helping her clients have radical lasting transformations and move into a state of wealth, thriving, and joy centered living.

“All of our reality is merely a mirror of what’s inside us, by transforming our inner world we can create our desired outer world.” –Ashley

www.AshleyMaven.com


Cheri Belski

VP of Investment Services &
Head of Sales and Client Engagement

Cheri Belski is a vice president of T. Rowe Price Investment Services, Inc. as well as T. Rowe Price Group, and is the head of U.S. Intermediary (USI) Integrated Sales and Client Engagement.  In this role, Cheri leads our internal sales, support, and client engagement efforts across Broker Dealer, Financial Institutions (including RIA and Bank), and Retirement (including DCIO and VA) segments to partner and develop comprehensive sales strategies for our territories and national account teams, and is ultimately accountable for business results for the team. Prior to her role with USI, Cheri’s responsibilities included building the Broker Dealer and RIA internal sales and support strategy and teams in former US Investment Services – Financial Advisors; had oversight of the nationwide network of Investor Center branches as well as management of the Advisor Services Group in the individual investor channels to support the delivery of advice and guidance over the phone and face-to-face. Cheri earned an M.B.A. in international business from Johns Hopkins University and a B.A. in political science and Latin American studies from the University of Pittsburgh. She is a Series 7, 63, 24, and 53 registered representative and principal.


Cynthia Tragge-Lakra

SVP & Chief Talent Officer

Cynthia Tragge-Lakra is a senior executive with global experience in culture change, leadership development, organizational strategy, executive coaching, client generalist partnerships and M&A.

Cynthia is currently the SVP and Chief Talent Officer at Synchrony Financial where she leads the Talent, Learning and Culture Practice. She recently led the HR transition efforts related to IPO and separation from GE.  She has over twenty years of experience with GE in a variety of industries, functions and global locations.  She has managed businesses through the cycles of accelerated growth and global expansion as well as global repositioning.

Some prior roles include SVP, HR for GE Money Americas leading a workforce of 25,000 across 12 countries; SVP, HR for GE Capital Global Equipment Services & Consumer Finance managing workforce of ~13,000 across 26 countries driving “red assets” divestitures;  VP, Executive Development managing GE’s talent management & succession processes; VP, Commercial Programs leading commercial growth initiatives & talent pipeline; VP Latin America where she managed the regions HR, marketing and communication practice.

Cynthia is an alumna of GE’s Human Resource Leadership Program and Corporate Audit Staff.  She has been a speaker on Organizational Change, Culture and Executive Development at CEB, University of Michigan, GE’s Crotonville and quoted in several publications including Harvard Business Review.  She has served on the board of the Center for International Business Education at the University of Michigan and currently serves on Advisory Boards with Linkage Women in Leadership and Norwalk Community College.

Prior to joining GE, Cynthia pursued entrepreneurial ventures in China and Japan.  She also managed her family business in the U.S. telecommunications industry.

Cynthia earned an MBA, MA in Japanese Studies and BA in Political Science from the University of Michigan and lives in Connecticut with her husband and children.


Arlene Schuster-Goss

Founder & Casting Director,
asg casting, inc.

After graduating from NYU’s Tisch School of the Arts with a degree in Film, Arlene learned the intricacies of talent logistics and acquisitions while working as a talent coordinator on rock documentaries in New York. She went on to build experience on set, working as a talent coordinator and 2nd A.D. on commercials and independent features. Her rapport with actors led to a job as a personal assistant to Raquel Welch, as well as on-set liaison with several celebrities. This practical experience, paired with her film school background, allows her to execute casting sessions with a director’s understanding. In the early part of her career, as one of the in-house Casting Directors at HKM Productions in Los Angeles, Arlene spent many days– and sometimes weeks– on the road, traveling around the country to cast real people for ongoing projects with clients such as American Airlines and Oscar Mayer.

asg casting, inc. is a full service casting company for commercials, television, web-based, and new media content. Our commercial portfolio includes subtle comedy, improv, heavy dialogue, beauty, children, and real people. We have had the pleasure to cast iconic campaigns like NIKE’s “Frozen Moment” with Michael Jordan, Miller Lite’s “Catfight,” the Oscar Mayer Wiener Search, the Fanta Girls, and Bud Light’s viral “Magazine Buyer,” which was nominated for a 2009 Emmy. With more than 2,000 spots to our credit, asg casting, inc. is devoted to finding the best talent for every job.

At the onset of the reality TV boom, we cast such hit shows as The Mole for ABC Television, The Joe Schmo Show for Spike TV, and Queer Eye for the Straight Girl for Bravo. Our background in casting both actors and real people proved a perfect fit for casting in the reality TV format.

While working on improvisation-based productions for network television, such as the half-hour series Sons & Daughters for ABC, we built close ties to the improv/comedy scene in Los Angeles. Mining the best comedic talent from groups such as The Groundlings, The Second City, iO West, Upright Citizens Brigade, Impro Theatre and M.i.’s Westside Comedy Theater, we continue to maintain these connections to discover fresh, new comedic talent for projects in all media platforms.

As founder of asg casting, inc., Arlene offers clients her wealth of experience in casting across many platforms and media.

asg casting, inc. is a member of the Commercial Casting Directors Association.

Anne N. Mathias

Senior Managing Director &
Macro Strategist

Ms. Mathias is a Senior Managing Director and Guggenheim Investments’ Senior Macro Strategist. Building on her 20 years of experience in global investment strategy, she works closely with the firm’s Global Chief Investment Officer to formulate and communicate Guggenheim’s macro view to institutional clients, financial advisors, and internal constituents and to support the firm as a leader in capital markets & economic insight. She speaks regularly to investors and the media, appearing on Bloomberg TV, CNBC, CNN and others.

With support from a team of economists, strategists and analysts, she is also a key resource in translating the high-level views of the firm for Guggenheim’s Portfolio Managers and investment staff. Prior to this role, she was the Head of Research for Guggenheim Investments and before that, the Director of Research for Guggenheim Securities’ Washington Research Group, which provides political, economic, and industry research for investors and has been consistently ranked top three in the Institutional Investor “All America Research Team” Poll.

Earlier in her career, Ms. Mathias was a General Partner in healthcare and biotech private equity funds investing in the United States and internationally, and spent five years as a senior consultant specializing in privatization and enterprise restructuring in the emerging markets with Deloitte & Touche.

Ms. Mathias has a B.A. (cum laude, Phi Beta Kappa) from the University of Maryland, and a Master’s in International Affairs, with honors, from Georgetown University. She is a CFA Charter holder and a member of the CFA Society of Los Angeles and the CFA Institute.


Kristen Prestano

Associate VP, Prosek Partners

Kristen is an Associate Vice President at Prosek Partners, a financial communications consultancy based in New York City. She joined the firm in 2010 and has since worked with top management on several of the firm’s largest accounts, including Aberdeen Asset Management, Capital One Bank, Edward Jones, OppenheimerFunds, RBC Capital Markets, Synchrony Financial, The Travelers Cos., among others. Her expertise spans across several sectors from financial services to insurance to B2B.

Kristen has a strong track record in media relations and regularly works with national, vertical and trade media outlets. For her clients, she oversees overall account maintenance and specializes in corporate and expert positioning/storytelling, thought leadership amplification, executive visibility, message development and reputation management.

She maintains relationships with media and industry influencers at Bloomberg, Barron’s, CNBC, Financial Times, Forbes, Fortune, Institutional Investor, Morningstar, Pensions & Investments, The New York Times, The Wall Street Journal, among others.

Prior to her work at Prosek, Kristen worked as a communications assistant at George Little Management and Moffly Media. In each role, she was responsible for media relations for company-sponsored events, news writing for online postings, researching and implementing cross media message strategies and developing social media plans.

Kristen graduated Summa Cum Laude from Fairfield University, where she received a Bachelors of Arts degree in Communication, with a primary concentration in media studies, and a minor in Marketing. She is also a member of Phi Beta Kappa and Alpha Sigma Nu.

 


Krista Parkinson

Owner, My Grads Get Jobs

With nearly 2-decades of experience in the entertainment industry, Krista Parkinson runs MyGradsGetJobs.com helping juniors, seniors and 20-somethings get their first jobs in the entertainment industry. To date, over 120 MyGrads (as she calls her subscribers) have gotten jobs and internships using principles she teaches, her email blasts with job postings sent to subscribers’ in boxes and customized private coaching. She blogs for the Huffington Post and has exclusive podcasts for her subscribers interviewing industry professionals about what they do, how they do it and how MyGrads can do it too!

Everything Ms. Parkinson learned about business, she learned at her first job a the iconic talent agency, The William Morris Agency (now called WME-IMG.)  She started as a temp in 1997 and grew into the role of talent agent representing writers, directors, host, producers, actors and music artist in Non-Scripted Television. After 8-years, she left and worked as the VP of Development and Sales at Tony Hawk’s production company 900 Films. In 2007, she became the Senior Vice President of Business Development and Marketing for Content Partners, an entertainment finance company where Mark Cuban was an original investor.  For 7-years she was responsible for deal sourcing, investor relations and fundraising, presenting to law firms, business management firms and other gate keepers to Hollywood Elite.  She was responsible for hiring office manager, assistant and VP of Finance roles.  Getting Mark Cuban a role on “Entourage”/HBO was one of the marketing highlights of her tenure.

In 2012, ABC Family/Freeform bought a sitcom based on her life’s experiences where she served as Executive Producer.

Krista serves as an adjunct Professor in the Cinema School at USC since 2013 where she teaches a course she created called “Breaking Into the Entertainment Business” which empowers students to find and land their first internships and jobs in the entertainment field.


Dana Lauren Berry

Director of Public Relations &
Communications

Dana Lauren Berry is a communications director with expertise in the hospitality/tourism and lifestyle sectors, currently serving as Director of Public Relations & Communications for Four Seasons Resort Orlando at Walt Disney World Resort, the area’s first and only Five Diamond Award rated resort. Berry oversees the PR and social media initiatives for the 26-acre, 443-room resort, including The Spa and the resort’s six restaurants. Four Seasons Resort Orlando is the largest Four Seasons property in North America, in terms of its scope and on-property amenities, from an 18-hole golf club and three Har-Tru tennis courts to a five-acre waterpark complete with a lazy river. Berry is responsible for all communications for the property, including news releases, newsletters, social media oversight, community relations, strategic partnerships and regular coordination of media events/FAM trips. Berry joined Four Seasons Hotels & Resorts in 2010, as the opening Director of PR for Four Seasons Hotel Denver. She garnered accolades for the property in numerous national publications, and secured the No. 1 ranking on TripAdvisor out of more than 140 hotels in the market. Additionally, Berry served as opening Director of Public Relations for Four Seasons Resort Vail, achieving media coverage and acclaim on an international scale. Before joining Four Seasons, Berry worked as an independent public relations consultant for hospitality and tourism clients. Previously, Berry served as Corporate Director of Public Relations for Magnolia Hotels. She developed a love for hospitality PR early in her career, while working at a PR agency and representing The Hotel Telluride. Her diverse PR background includes serving as the Assistant Press Secretary for Colorado Gov. Bill Owens and as External Communications and News Media manager for Centura Health, Colorado’s largest health care provider, and in media relations for the University of Colorado Health Sciences Center and University of Colorado Hospital.  She graduated from the University of Colorado School of Journalism with a bachelor’s degree in Journalism- News/Editorial, and before delving into PR, Berry was a reporter with The Denver Post.  In her spare time, Berry can be found at the many Orlando area theme parks with her two sons, ages 9 and 7, or day-tripping to the amazing Florida beaches.


Whitney Cox

Creative & Socially Minded Professional

Whitney is a creative, socially minded professional with over 15 years experience in Emerging Financial Markets.  She has strong communications, sales and fundraising abilities, is deeply passionate about the Colombian Pacific Coast region and art and culture as a method for sustainable development. Fluent in Spanish, Italian and Portuguese, she holds both american and italian citizenship.  Whitney is a dancer, adventurer, world traveler, and athlete who believes one must follow their heart above all and the rest will fall in place.

Whitney earned a bachelors degree in Economics from Columbia University and a Masters Degree in International Relations and International Economics from Johns Hopkins University.  Her finance career spanned NYC, London and much of Latin America and included positions at Lehman Brothers, HSBC and JP Morgan where she was a sales trader in Emerging Markets Fixed Income products, and after completing her masters she moved to former client Stone Harbor Investment Partners where she was a portfolio manager for the Emerging Markets Debt Group where she and ten other professionals managed over $60bn USD.

After nearly four years at Stone Harbor Whitney was awarded a fellowship from LGT Venture Philanthropy Fund in Switzerland to support their portfolio company Lumni Inc through a 10 month contract at their headquarters in Bogota, Colombia.  Lumni specializes in human capital financing for education, where investors can invest in a person’s education and take part in a % of that persons future earnings.  Whitney served as the Global Fundraising Head for Lumni overseeing teams in Chile, Colombia, Mexico and Peru.

After completing her fellowship in Bogota, Whitney moved to Cali, Colombia as Executive Director for the Alvaralice Foundation, a family organization dedicated to support grassroots organizations in Cali in peacebuilding projects.  Whitney oversaw the Alvaralice Foundation for a year where her principal role was managing a team and fundraising for their principal project the Somos Pacifico Cultural Technocenter, an after school center Cali which uses art, dance, culture and technology programs to prevent violence and transform young lives in one of the most dangerous neighborhoods in Cali.  While at the helm of Alvaralice Foundation Whitney and her team raised nearly $250,000 in support of the Technocenter, and designed projects with key allies such as USAID, the Cali Mayor, the Governors Office of the Valle del Cauca, the Ford Foundation and many other important actors in the international cooperation community.  She is currently on sebattical and analyzing her next options.


Lane McDonald

Global Head of Financials &
Business Services

Lane McDonald is the Global Head of the Financials & Business Services Vertical for Partners Group’s Industry Value Creation team, based in New York.  She is a board member of both KinderCare Education and Guardian Early Learning Group and a board observer of AU Housing Finance, Ltd.  She is also a voting member of Partners Group’s Private Equity, Private Debt and Global Investment Committees.  Previously, she has held various operations and strategy roles at DLJ Merchant Banking Partners, JetBlue Airways, American Express, Delta Air Lines and Bain & Company. She is a graduate of the University of North Carolina at Chapel Hill where she sits on the Advisory Board of the Institute for the Arts and Humanities and the Chancellor’s Philanthropic Council.


Sarah Garland

Affordable Housing Finance Specialist

Sarah Garland is Senior Vice President for PNC Bank, responsible for the FHA Production as well as Fannie Mae and Freddie Mac Affordable Multifamily Production.

Prior to joining PNC, Garland served as Fannie Mae’s national director of multifamily affordable housing since 2005. She was responsible for the production and management of all multifamily affordable products such as tax-exempt bonds, low-income housing tax credit transactions and affordable housing preservation transactions, and was instrumental in providing the executive oversight and management in fostering and growing Fannie Mae’s affordable lender relationships. 

Before that, she was vice president of Wells Fargo Bank’s Community Lending Division in Los Angeles. Her responsibilities included oversight of community lending activities in Southern California, Arizona, New Mexico and Texas.

Garland is considered an industry specialist in affordable housing finance, and has proved to be a resource for many industry organizations and publications. She is currently the Chair of the MBA Lender Committee for FHA Financing, and Vice-Chair of the Multifamily Counsel of the MBA. She holds a bachelor’s degree in political science and international relations from University of California, Los Angeles.


Joanna Kleinman

Psychotherapist

Joanna Kleinman is a psychotherapist and founder of The Center For Extraordinary Relationships In Cherry Hill, NJ.  She has been in private practice for over 20 years, inspiring individuals across the country to live lives they love.  The philosophy of her work is that the quality of our lives is determined by the quality of our relationships with ourselves and others.

Through in person counseling, online virtual counseling with people across the country, and her nationally acclaimed workshop series “Dethroning Your Inner Critic”, Joanna has helped thousands of people to transform the quality of their relationships, the confidence by which they live their lives, and to create a permanent shift in how they experience themselves.

These shifts are the result of an innovative and transformational approach in which stress, overwhelm and dissatisfaction can be altered, by learning to separate oneself from what she calls the “Inner Critic”; the voice in the mind that has been speaking to all of us all day, every day, for most of our lives.  

In understanding how this voice keeps people stuck in old identities, beliefs, patterns and behaviors, she has helped countless individuals, couples, and families let go of the past, redefine the future, and create breakthroughs in the quality of their relationships and their lives.

Joanna has been a contributing writer for Huffingtonpost.com, Women’s Health Magazine, Courier Post, South Jersey Mom Magazine, Parent.co, and Parents.com.  She has been sought out as an expert motivational speaker for companies including Campowerment.com, Virtua Hospital’s Annual Women’s Conference, and the National Association of Women Business Owners.  

Joanna also served as a crisis intervention specialist and has worked with major corporations including Cigna Behavioral Health, Kantor Fitzgerald, Commerce Bank, Fleet Securities, and the U.S Navy

Joanna lives in Cherry Hill, NJ with her husband of twenty years, and her 3 children.


Lyndell Werling

Personal Stylist

Lyndell Werling is a San Diego based personal stylist. After a twenty year technology career, Lyndell decided to pursue her dream to empower women to look better, feel better and transform their lives from the inside out as a stylist.

Lyndell earned her Personal Stylist certification from the Los Angeles School of Style. She completed additional training through The Fashion Institute of Design Merchandising, Simply Stylist, and Style 20/20 Academy. Her work has been featured in San Diego and Los Angeles television programs and in several media publications. Additionally, she styled Fashion Week San Diego in 2016.

Lyndell is a graduate of the University of San Diego with Business Administration degree and earned an MBA from the University of Southern California with a focus in Information Technology. Prior to starting her styling business, Lyndell worked for technology organizations including Oracle Corporation, SAP, and Fiserv where her emphasis was in database management and application integration. Lyndell is also a California and Utah Real Estate Broker.

Lyndell passionately supports the Leukemia and Lymphoma Society in hopes of eradicating blood cancer. She has a deep understanding of the burden this disease inflicts on individuals who receive a cancer diagnosis. Her own journey of surviving melanoma, coupled with her experience working with blood cancer patients, enables her to specially focus on the needs of women fighting cancer; including hair loss and unique wardrobe considerations during and after treatment. Lyndell recently received the Leukemia & Lymphoma Society’s Esther Scott Dedicated Service Award.

Website: www.lyndellwerling.com

Instagram: @lyndellwerling

Twitter: @lyndellwerling

Pinterest: www.pinterest.com/lyndellwerling

Facebook: www.facebook.com/lyndellwerling


Mira Rocca

Integrative Psychotherapist &
Wellness Coach

Mira Rocca is an experienced and licensed Integrative Psychotherapist and Wellness Coach who is dedicated to helping individuals overcome problems with food, body image, exercise, depression, anxiety, trauma, life transitions, and familial issues. She helps her clients see that there is a better way to live, and guides them on a path to reach their fullest potential in life. Mira creates space for you to inhabit your body, while learning to balance your own vulnerability and inner strengths. This allows you to heal old wounds and feel more grounded and empowered in your life today. Mira’s passion lies in helping mothers heal their body and food issues so they don’t trickle down to the kids. Healing our own wounds is the most empowering and loving place we can be as moms. Believing in yourself is the best gift you can give your kids. In creating her thriving practice from the ground up, Mira is excited and passionate about mentoring others in their own empowered success.


Aya DeSimone

Political Strategist & Gender Parity Advocate,
Former Investment Banker

Aya DeSimone has over two decades of corporate and investment banking experience around the world in NY, Australia and Asia.  She spent several years managing Treasury risk portfolios for multinational corporations such as Apple.

Aya transitioned her career from client side to banking becoming a Senior Relationship Manager with UBS Investment Bank. Here she managed and enhanced top client relationships and business development for the firm and also served as an active member of the Culture and Diversity Committee.

Aya recently shifted gears and focused her energies and experience on giving back to her community. She has managed local political campaigns and also serves on advisory boards and confounded local non profit boards committed to improving and accelerating gender parity policies and practices in our communities, businesses, government.

Aya believes that gender parity benefits us all, both economically and socially. She has applied that belief in her business career through her mentoring and sponsorship of young interns and colleagues.

Aya studied in Melbourne Australia. She holds a Bachelor of Science Mathematics, Statistics and Econometrics with a post graduate diploma in Finance.


Mamta Rodrigues

Senior Vice President of
Networks and Strategic Partnerships

Mamta Rodrigues is Senior Vice President at Synchrony Financial. In this role, she heads up the network relationships and key payments strategic partnerships. Mamta is also a leader in Synchrony Financial’s innovation initiatives, partnering with the marketing and technology teams to deliver innovative solutions for our clients and partners in the rapidly evolving payments landscape/environment. 

Prior to joining Synchrony Financial, Mamta had two roles at Visa Inc. Most recently, she was part of the Innovations & Strategic Partnerships team and was a key member in growing Visa’s innovation agenda globally.  Prior to that, Mamta was Head of Solutions and Partnerships at Visa and was responsible for managing Visa’s digital payments solutions in emerging markets.

This included leading the company’s efforts in extending mobile financial and prepaid services to unbanked consumers, identifying innovative solutions and needs in the emerging markets, and managing partnerships with key stakeholders in the multilateral, government and NGO community.  Her goals drove financial inclusion by largely creating payment solutions for the unbanked consumer. In her efforts, Mamta worked to develop the full payment ecosystem (acceptance, savings, usage) which ultimately creates use-cases for electronic payments, empowers the consumer and gains their trust to switch from cash to digital solutions.

Prior to Visa, Mamta worked at MasterCard Worldwide in a similar role where she drove government payments from check and cash to Prepaid and also led the financial inclusion efforts for the company. Before joining MasterCard, Mamta worked for several years in various roles at American Express.

Prior to American Express, Mamta worked at NYU Stern and founded Stern Consulting Corps, the Mentorship program, and several other Strategic Initiatives at the Stern School which now are a pillar at the school under the Center for Strategic Initiatives. Mamta started her career as a financial analyst in the Financial Development Program at Digital Equipment Corporation. Mamta has lived and worked in several countries.

Mamta has an undergraduate degree in Economics and Mathematics from Boston University and an MBA from Stern, New York University. She is a guest lecturer at NYU Stern School of Business, a familiar speaker at the US Treasury and at events such as Obama’s African Summit, CARTES, and Columbia Business School Digital Financial Services & Emerging Payments Summit, amongst others. Mamta also is a Member of the International Advisory Group for Government Payments (part of the World Bank); a body of 20+ Government Treasury departments and private sector institutions globally developing recommendations for governments on electronic payments (distributed to all Central Banks in 2012) and helping consumers enter financial services.


Diane O'Bryan Johnston

Investment Strategist &
Client Relations Superstar

Diane O’Bryan Johnston is the Market Leader for the Eastern Region with Towers Watson Investment Services in New York, where she works with clients and prospective clients regarding their investment portfolios. Diane specializes in the areas of clients’ investment strategy, asset allocation and product knowledge.

Diane has 19 years of experience in the areas of institutional investing, sales, marketing and investment banking. Prior to joining Towers Watson, she was most recently a Director with WHV Investments responsible for strategic partnerships, new business development, and client communications for WHV’s suite of boutique investment products. Ms. Johnston was also a Vice President with OppenheimerFunds, Inc., where she was responsible for thought leadership and managing the Investment Specialist group. Prior to Oppenheimer, Diane worked for Fidelity Management & Research Co., as Director of Special Situations, during her tenure the four-person group invested $1 – $3 billion annually in both equity and high yield private capital market raises for all FMR funds. Diane has also held roles in institutional sales and trading with Needham & Co. and Salomon Smith Barney, and structured finance investment banking with Jefferies & Co.

She earned an executive education in Business Administration from The University of Notre Dame’s Mendoza College of Business and her B.A. in Economics from The University of The South, Sewanee. Diane holds the Series 7, 24 and 63 FINRA licenses.


Lisa Gould

Personal Finance Consultant &
Life Coach

Lisa has gone from being a self-proclaimed Balance Transfer Queen to an international Financial Counselor.  Whatever your money problems may be, Lisa’s were probably much worse.

Borrowing, transferring debt, and living above her means were common practices for most of her life, until one day she woke up and faced the fact that she had accumulated a massive amount of debt.  On that very day she started telling the truth and began the process of changing her life.

Today Lisa is a Certified Financial Counselor who does Individuals and Couples Coaching, Workshops, Small Business Consulting and Financial Interventions.  Specializing in working with fluctuating income streams, she expertly blends the best of traditional and long established money management tools and ideas and processes for entrepreneurs, business owners and creative professionals. Lisa revolutionizes her clients beliefs and behaviors around money, finances and relationships. She provides a fresh, modern approach to the possibilities of money.

“My mission is to inspire, teach and service my clients using the best and latest insights and information about money, finances. From our office sessions to all public facing marketing conversations, I take a big-picture approach to money and its place in peoples’ lives. I am ready to help people set up their best lives for success. I reveal new choices to my clients showing them what’s possible and obtainable.”


Cindy Whitehead

Entrepreneur Extraordinaire,
Women’s Health Innovator

Cindy Whitehead is a leading women’s health advocate and entrepreneur. With a 22-year track record in healthcare, Whitehead is best known for building and selling pharmaceutical businesses that deliver industry record-setting returns. She co-founded and led Sprout Pharmaceuticals as Chief Executive Officer. In 2015, the company broke through with the first ever FDA-approved drug, Addyi, for low sexual desire in women – dubbed “female Viagra” by the media. The New York Times called it “one of the most intriguing new pharmaceuticals in a generation.” Sprout was sold for a $1B upfront payment.Cindy is a serial entrepreneur having previously co-founded, led operations and successfully sold Slate Pharmaceuticals. Slate commercialized the first FDA approved long acting testosterone in the field of sexual medicine. Her career has also included time at Elan Pharmaceuticals, Dura Pharmaceuticals and Merck.

Entrepreneur Magazine featured Cindy on the cover of their 2016 “Women to Watch” feature. Her breakthrough work has been featured across all major media outlets: The Wall Street Journal, Associated Press, Financial Times, CNBC, CBS, Fox, Yahoo, etc. She has spoken at the Fast Company Innovation Festival, Fortune’s Next Gen Most Powerful Women Summit, Chicago Ideas Week and others. She is actively involved in mentoring young entrepreneurs including her work on the board of advisors at the NC State Poole College of Management.

Cindy has just announced the launch of her next venture, The Pink Ceiling, a strategy and investment firm to propel innovations that break through for women. Already, she has invested in and is guiding Undercover Colors, a company with a wearable nail technology that detects if date rape drugs are present in a drink. Whitehead sits on the company’s board of directors.


Jane King

Business & Financial Media
Entrepreneur

Jane is Founder and CEO of LilaMax Media LLC, a multi-platform provider of video content on consumer and business news. Since launching in January 2014, LilaMax Media has quadrupled in size with plans for more growth. Jane currently provides daily business reports from the NASDAQ Marketsite in Times Square for 70 TV stations as well as the TheStreet.com. Jane also conducts occasional interviews for Facebook Live and Small Cap Nation.

Jane King is a 1991 graduate of Purdue University, with a degree in Communications. Jane began her television career at WLFI-TV in Lafayette where she was an anchor and reporter. During that time, Jane also taught a few classes at Purdue in broadcast journalism. After WLFI, Jane began to specialize in financial and business reporting and went on to cover consumer issues at WPVI-TV in Philadelphia, and the stock market for both CNN and Bloomberg Television. During her career, Jane has covered the dot com bust, the 2008/2009 financial crisis and provided live reports for CNN and local TV stations from the World Trade Center attacks on September 11th, 2001.

Jane lives in Manhattan with her husband, fellow Purdue grad Gene Schafer and her two children, Max and Lila.


Andrea Quinn

Empowerment Coach,
Motivational Speaker

Andrea Quinn is a Certified Life Coach, Motivational Speaker and Author based in Los Angeles. She is known as an “Empowerment Activist” for women and has a reputation as a powerful advisor to many in the entertainment industry. Her unique and natural gift of sharing her wisdom offers an original perspective that isn’t based on ego or hype, but in real world experience and she delivers!

The insight and perspective she shares and teaches is both simple (as in easy to comprehend) and profound (in that her work is life changing for so many).

She has developed a curriculum called the ”Quinn Essentials”, which is a program used by many individuals as well as companies to expand their businesses, inspire communication within groups and empower people to live their best lives. Andrea facilitates women’s groups here in Los Angeles where she teaches her tools to hundreds of women and is successful at guiding them to “Accomplish” their dreams.

One of the reasons she is so highly trusted is her ability to tackle complicated issues and resolve them with integrity so that all parties involved feel empowered. Believing that truly empowered people live the greatest lives, it is her life’s purpose to assist people in living authentic lives they feel good about.

Andrea is finishing her first book” The Quinn Essentials – 9 tools to Accomplish ANYTHING for Women.” She is also expanding her women’s groups in 2017 to San Francisco, San Diego, Dallas, Austin, and New York. Motivational speaking is also a passion for her and she is invited to speak regularly at many corporate events and has a once a month empowerment lecture series in Hollywood for men and women.

While she has a presence in many of the Studios, Networks and Agencies in Hollywood she has also advised on Wall Street, the Silicon Valley, the Pentagon, and most recently in London’s powerful Music Industry.

Seeing people (especially women) succeed by “Accomplishing” their dreams is her biggest dream come true.

http://andreaquinncoaching.com

https://thequinnessentials.com/


Amy White

VP Supervisory Affairs

Amy has been at Synchrony Financial since January 2015.  She is responsible for developing and maintaining a reporting analytics system to identify, assess and help mitigate regulatory risks at Synchrony. Prior to this role, Amy was a Supervising Examiner at the Federal Reserve Bank of New York. Amy joined the Fed in August 2004 and held senior positions within supervision. She was responsible for monitoring the financial health of the four largest investment banks during the 2008 financial crisis.  Prior to obtaining her MPA and joining the Fed, Amy was a business consultant with Arthur Andersen. Her work ranged from financial management consulting to forensic and litigation consulting, including long-term assignments with the U.S. Immigration and Naturalization Service and the U.S. Department of the Interior.

Amy earned her Bachelor of Science at Arizona State University, and Master of Public Administration from New York University.  Amy, her husband Jason, and their three children live in Mamaroneck, New York.

 


Harriet Ells

Associate Director for
NBC, Fox & NFL Network

Harriet Ells is an Associate Director for multiple national broadcast networks including NBC, Fox and NFL Network. Harriet has been awarded six Emmys during her 20 year career in media production. Most recently, she traveled to Rio to cover the 2016 Summer Olympics, the seventh Olympics of her career.  For several years, she served as Program Director at KCRW, an NPR member station based in Los Angeles where she oversaw arts and culture programming.  Harriet was also the director of online video at Lifetime Networks and at NBCSports.com.  She graduated magna cum laude from Amherst College.  She has an MBA from Pepperdine University and an MA in media studies from The New School.  A Brooklyn, NY native, Harriet currently resides in Los Angeles, CA.


Joyce Chang

Chief Global Researcher,
Top 25 Most Powerful Women in Finance

Joyce Chang is the Global Head of Research and a member of the management committee for J.P. Morgan’s Corporate & Investment Bank. J.P. Morgan’s award-winning Global Research provides clients with global breadth and deep expertise across asset classes, yielding a rich source of market insights and ideas. J.P. Morgan’s analysts and economists study all sectors in which the firm does business, including equities, fixed income, currency and commodities, emerging markets, derivatives and structured finance. J.P. Morgan’s 950 research professionals are located in 26 countries and cover more than 3,700 companies worldwide and provide economic forecasts for more than 60 countries. The Global Research team holds top industry research rankings and is ranked #1 for Fixed Income Research in the U.S. and Europe and top 3 for Equity Research in the U.S., Europe and Latin America by Institutional Investor.

From 1997 through 2012, Joyce held top rankings in Institutional Investor’s Fixed-Income Research surveys for Emerging Markets research, including the distinction of earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame.

Prior to joining J.P. Morgan in 1999, Joyce was a Managing Director for a decade at Merrill Lynch and Salomon Brothers.

She is a member of the Council on Foreign Relations and the Inter-American Dialogue and serves on the Board of Directors of Trickle Up and Girls Inc. She also co-chairs J.P. Morgan’s Corporate and Investment Bank Women’s Network and is the Executive Sponsor for AsPIRE, the employee network for JPMorgan Chase employees of Asian heritage.

She has been named as one of Top 25 Most Powerful Women in Finance by American Banker for the past four consecutive years and recognized by the Wall Street Journal (Top 50 Women to Watch), Crain’s Business New York (40 Under 40), the Asian American Business Development Council (Outstanding 50 Asian Americans in Business) and the Women’s Bond Club (Annual Merit Award).

She received her B.A. from Columbia and serves on the Columbia College Board of Visitors. She was awarded the College’s John Jay Award for professional achievement in 2014. She earned a Master of Public Affairs from the Woodrow Wilson School at Princeton.


Holly Denton

Transfer Agency &
Back Office Maestro

Holly joined OppenheimerFunds in 2000, serving in a variety of Transfer Agent supervisory positions before being promoted to a management position in 2005. Holly’s responsibilities have included leading teams of call center and back office agents handling advisor, shareholder, and retirement plan administrator requests; managing annual budgets; prioritizing the implementation of technology requests; developing, mentoring, and sponsoring new leaders within the organization; and implementing new customer service strategies. In 2014, Holly was the recipient of The OppenheimerFunds Spiro Award in recognition of her embodiment of the Corporate Values. That same year she was promoted to Assistant Vice President. In 2016, Holly moved into a new position in The Transfer Agent working closely with business partners in Distribution to manage back office relationships with strategic partner intermediaries who sell OppenheimerFunds products.

Holly currently sits on the Steering Committee as a Co-Chair with The Client Perspectives team for OppenheimerFunds, Women’s Network. She holds a Series 6, 26, and 51, and is a Certified Scrum Product Owner.  She has a B.S. in Business Administration from Regis University.

Holly currently resides in Denver, Colorado with her husband Garett, her son Roy, and her Golden-Doodle Sage. When Holly is not working, she is busy volunteering in the community, playing hard outdoors, and traveling.


Cathe Tocher

CIO &
Portfolio Manager Extraordinaire

Ms. Tocher is CIO & Senior Vice President, Investments at Great-West Financial®. She manages all separate account portfolios, growing assets under management from $250 million in 1990 to $15.0 billion currently. Portfolios are managed to custom investment policies comprised of investment grade fixed income asset classes, representing both total return and stable value strategies. Ms. Tocher has 5-star and 4-star Morningstar rated portfolios within the 401(k) marketplace. She has maintained her track record of beating portfolio benchmarks for 20 years.
In addition to portfolio strategy and economic outlook, she manages institutional trading for Great-West Financial’s general insurance company portfolio. She also provides business line support for sales, education and client retention.

In her role as global general account portfolio manager and strategist, Ms. Tocher works with Great-West’s executive vice president and global chief investment officer. She has key roles in risk management, including asset-liability management, and product development, pricing and sales. Ms. Tocher is a director on the Great-West Capital Management Board and sits on other Great-West Funds committees.

Ms. Tocher joined the Investment Division of The Great-West Life Assurance Company in Winnipeg, Canada, in 1987, and moved to Great-West Life & Annuity’s U.S. headquarters in metro Denver in 1990. She was educated at the Universite de Poitiers, where she received a French diploma, and the University of Manitoba, where she received a Bachelor of Commerce (Honours Degree) in finance. She earned the Chartered Financial Analyst (CFA) designation in 1998.

Great-West Financial® refers to products and services provided by Great-West Life & Annuity Insurance Company; Great-West Life & Annuity Insurance Company of New York, White Plains, New York; their subsidiaries and affiliates. Great-West Family of Companies refers to products and services offered through The Great-West Life Assurance Company, London Life Insurance Company, The Canada Life Assurance Company, Great-West Life & Annuity Insurance Company, First Great-West Life & Annuity Insurance Company, FASCore, LLC (FASCore Administrators, LLC in California), EMJAY Corporation, Orchard Trust Company, LLC, Putnam Investments, LLC and their affiliates and subsidiary companies.


Tammi Leader Fuller

Chief Empowerment Officer,
Emmy Winning TV Producer

Tammi Leader Fuller — Chief Empowerment Officer (CEO) — is the power behind Campowerment, a women’s movement that’s transforming lives in just 72 hours.
She’s a two-time Emmy award winning TV Producer, who walked away from a successful career in 2013 to help purpose-driven people learn to love what they do and get happier. Period.

With the vision of summer camp — Tammi’s childhood “happy place” — and the relationships she built with the leading Experts who impressed and inspired her over 34 years as a Television Producer/Executive, Tammi created Campowerment to help women jump-start the beginning of the rest of their lives, through the power of playtime.

Two years ago, Tammi made the career switch out of her Senior Supervising Producer role for EXTRA TV and Lifechangers (Warner Brothers/ Telepictures), and designed this weekend time-out, to help women get their mojo back. 16 weekend retreats and 3000 happy campers later, Campowerment’s getting shout outs from Oprah, MORE and Parade Magazines, the TODAY Show, The Hollywood Reporter, LA Times, Miami Herald and the Philadelphia Inquirer, as the place where women go to learn how to live life better, and figure out what they’re supposed to be doing with their lives.

Campowerment is a far cry from an exciting TV News career that began in 1980, in the real life Miami Vice, covering the Drug Wars and rampant crime in South Florida. Tammi spent three decades producing network news for NBC News and the Today Show, CBS News, PBS and America’s Most Wanted. In 2005, Tammi partnered with five accomplished South Florida businesswomen — known together as the “Miami Bombshells” — to co-author “Dish and
Tell” (Harper Collins), a book of anecdotes to help women understand they are not alone in the struggle to juggle all life throws their way.

Now at the helm of Campowerment, Tammi’s traded in her business suits for yoga pants, producing, publicizing and evolving this life-altering experience engine to help grown-ups get happy again.


Kelly Russell

Criminology &
Mental Health Expert

Kelly joined the Jefferson County Sheriff’s Office in 1999 as Recreation Program Specialist in the Jefferson County Detention Facility. In 2007, she acquired the position of Mental Health Transition Planner as part of the Detentions Counseling Unit, a newly created position within the Sheriff’s Office. Since that time, Kelly has developed the transition program and oversees all re-entry services for male and female offenders in this 1,280 bed maximum security detention facility in Golden, Colorado. Kelly’s responsibilities include assisting offenders being released from custody back into the community find stable housing, mental health and/or substance abuse treatment, benefit acquisition, employment, transportation, and medical care. She works closely with a number of community agencies in order to ensure continuity of care for offenders being released, to include the Colorado State Public Defender’s Office, Jefferson Center for Mental Health, and Jefferson County Human Services.

Kelly has been an instructor of criminal justice courses at Westwood College in Aurora, Colorado and has guest lectured at Metropolitan State College in Denver. She has written for Corrections Today and Human Kinetics. Kelly is a member of the American Jail Association, the National Alliance on Mental Illness, and the American Correctional Association. She currently sits on the Jefferson County Mental Health Substance Abuse Subcommittee as well as several committees within the Jefferson County Sheriff’s Office.

Kelly has a B.S. in Recreation with an emphasis in Therapeutics from the University of Northern Colorado and a M.S. in Criminology from Regis University.

A Colorado native, Kelly currently resides in Littleton, Colorado. In her free time, she enjoys spending time with her nieces and nephews, horses, golf, traveling, photography, and writing.

 


Tanya Valle

Life Purpose &
Mindfulness Coach

Tanya Valle believes in following her curiosity. She’s been a television news reporter, a press secretary in NYC Mayor Michael Bloomberg’s Administration, a Fortune 50 company executive, and a public relations business owner. Plus, she was a zookeeper in her 20’s.

In addition to being a trained Life Purpose Coach, Tanya is also a certified Mindfulness Meditation teacher. She holds an MBA from Fordham University Graduate School of Business and a Bachelor of Science in Marketing Communications from the Fashion Institute of Technology/SUNY.

Tanya was born and raised in New York City and still lives there. Her hobbies include roller dance skating, traveling the globe, and reading lots of books. She enjoys life and looks for lessons and opportunities to grow personally and spiritually, and to help others do the same.

tanyavalle.com


Jill Hauk

Advocate, Global Entrepreneur

No challenge is too big or small for Jill Hauk. As a Senior Director at Nerium International, Jill leads a team with the purpose of “Making People Better.” In addition to her role at Nerium, Jill sits as the CFO of her family’s custom home electronics business; she is also a passionate mom and advocate.  

Jill is the proverbial “open book.” She believes that sharing her experiences – both in life and business – will inspire others to “go for it” and achieve whatever it is that they want/need. She loves meeting new people and going to new places, finding ways to be of service to others. Jill truly believes that you must surround yourself with like-minded people and build lasting, long term relationships. In following the rule that “you are the average of the five people you spend most of your time with,” Jill is always challenging herself to find that one new person she can learn from.

She was fortunate to have found early success in the real estate industry, and as a result, she and her husband were able to start their own business. She retired from real estate to raise her children, which she believes has been the most challenging and rewarding job she has had to date. Due to some unfortunate circumstances, her family was flung into the world of addiction…and, thankfully then recovery. As a passionate mom and advocate, Jill hopes her family’s story will inspire others. Whether it is success in business, or treatment for addiction, she has extensive knowledge in both and is driven to help as many people as she can.

Jill received her Bachelor’s degree in Business Administration and Finance from California State University, Fullerton. She is an active volunteer in her community and has been a member of the National Charity League for 14 years. She resides in Orange County, CA.

Jill says, “Life is not a sprint – it is a journey – SO ENJOY IT!!”

 


Julia Myall

Personal Chef &
Children’s Cookbook Author

Julia Myall received a BA from University of Southern California in French Literature and is a graduate of the California Culinary Academy in San Francisco. Julia has worked as a chef in many premier San Francisco restaurants and as a cooking teacher at the U.S. Embassy in Paris. Author of Cook It in a Cup!, Party in a Cup!, Bake It in a Cup!, Christmas in a Cup! and Gem Pops! Julia garnered a Silver Honor Award from Parents Choice Organization for her first children’s cookbook.

Julia has been a chef and developed several exclusive recipes for California Giant Berry Farms, Watsonville, California. All of Julia’s recipes are simple to prepare, healthy and versatile.

Today Julia owns her own catering company and is a private chef to many in her area. Still teaching adults and children how to have healthy minds and healthy hearts with cooking good food.


Kelly Weaver

Customer Relations Superstar

Kelly has been in the Financial Services industry for over 20 years. Prior to joining OppenheimerFunds, Kelly served in multiple operational roles with JP Morgan Chase, Bank of America and Barclays.

Kelly joined OppenheimerFunds in 2015 and is responsible for the Customer Relations Operations which oversees Investor and Advisor Services, Retirement Planning, Correspondence and 529. Kelly has a strong commitment to operational excellence, governance and process efficiency. Prior to joining Oppenheimer, Kelly worked for one of North America’s largest financial services companies. During her tenure as Vice President and General Manager in the operations center, she also took lead on the development and implementation of a new customer experience strategy and served as customer relations manager for one of the largest Airline partners in North America.

Throughout her career she has delivered on her vision of creating exceptional employee experiences which resulted in numerous regional awards for workplace culture and achievement. Kelly is actively involved in community relations and has served on the Boards of The United Way, Chamber of Commerce and Public Schools Foundation.

She holds a BS in Business Administration from the University of Maryland.

Series 7 and Series 24


Caryn Leventhal

Foreign Exchange Expert

Caryn Leventhal is a Director on Citi’s FX Institutional Sales Desk within Citi Global Markets. Caryn specializes in FX derivative solutions, developing relationships with the firm’s largest institutional clients. In 2013 Caryn launched ‘Citi’s e for education’ a corporate social responsibility program linked to volumes executed on Citi’s proprietary electronic trading platform. Over the last 3 years, through the initiative, Citi has donated over $12mio to global education non-profits. Caryn serves on the NY Advisory Board of Room to Read and the NY Junior Board of EMpower. Caryn holds a BA in Economics from Brown University.


Elizabeth Forget

Global Relationship Leader &
Institutional Solutions Provider

Effective April 1, 2016, Elizabeth will be executive vice president, Global Relationship and Institutional Solutions in MetLife’s Global Employee Benefits organization.

Previously Ms. Forget was responsible for MetLife’s retail retirement and wealth management businesses including Annuity Products, Retail Product Marketing, MetLife Advisors, LLC, and MetLife’s retail Broker-Dealer, MetLife Securities Inc.

Ms. Forget oversaw development and management of MetLife’s portfolio of variable, fixed and index-linked annuities. MetLife is a leading provider of annuities and retirement products in the U.S. In addition, Ms. Forget was also responsible for MetLife’s Broker-Dealer, MetLife Securities, which provides products, services and operational support to MetLife Premier Client Group financial services representatives. Ms. Forget also oversaw the marketing teams across MetLife’s retail product areas.

Ms. Forget has been President of MetLife Advisors, LLC, since 2000 and is Chairman of the MetLife Fund Board. Fund Management Group provides research, due diligence, and oversight, and manages the operations of over 80 sub-accounts in support of the company’s retail variable products. As of December 30, 2015, separate account assets totaled approximately $150 billion.

Prior to joining MetLife in 2000, Ms. Forget was a Vice President of AXA Financial, responsible for Annuity Marketing and Product Development. Previously, Ms. Forget was a Vice President with Bankers Trust Company and a Credit Associate with The First National Bank of Chicago.

Ms. Forget holds a Bachelor of Science degree in Finance from Boston College and a Masters of Management degree in Marketing and Management Strategy from the Kellogg Graduate School of Management at Northwestern University. She holds Series 7, 24 and 63 FINRA registrations.


Tammy Sheffer

Chief of Staff &
HR Guru

In January 2014, Tammy became the Chief of Staff to the Chairman and CEO of OppenheimerFunds. In this capacity she works with the Senior Leadership Team and others to ensure appropriate level of focus on critical business initiatives to advance the company’s agenda and goals. In addition, she is responsible for corporate communications which focuses on ensuring the employee base is informed on the strategic direction and goals of the company.

Prior to that, Tammy was the SVP, Head of Human Resources Relationship Management, where she led strategic initiatives across the enterprise with the HR Relationship Manager team. In 2013, she co-developed and launched a performance management program (APM) designed to replace the existing numerical rating system, providing a solution that enabled and strengthened dialogue and feedback between management and employees.

She served in the Israel Defense force as a Sergeant where she developed strong project management and leadership skills. She holds an M.A. in Criminal Justice and Social Deviance from the John Jay College in New York, and a B.A.in English Literature and World History from the Hebrew University in Israel. She currently resides in New York with her husband and two children.


Mudita Bhargava

Charity Founder, Gender Activist &
Budding Politician

Mudita Bhargava spent 20 years working as a Portfolio Manager and Senior Trader at several financial institutions including RBS, Citigroup, Credit Suisse, Bear Stearns, Dillon Read Capital Management and Citadel Investment Group. She managed firm capital, built trading desks and enhanced client relationship and business development. She attended high level meetings with key global clients including Foreign Central Bank Governors and officials. Mudita also organized women’s leadership events for senior female clientele.

Mudita takes an active role in non-profit work. She is currently a Co-Founder and Director of The Parity Partnership, a Board Member for the Urban League of Southern Connecticut, a Founding Board Member for the India Cultural Center of Greenwich, and an Ambassador for the Clinton Foundation. Mudita also volunteers for several organizations including The Magic Bus global childhood education organization, Inspirica Women’s shelter, and The Robin Hood Foundation.

Mudita is currently serving on the Civil Rights and Racial Justice Policy Working Group as well as the Gender Equality Policy Working Group for the Hillary for America Presidential campaign. She also volunteers her time to the campaign in fundraising and canvassing efforts across the country as well as hosting events locally.

Born and raised in Canada, Mudita received her BA in Electrical Engineering at McMaster University in Hamilton, Ontario.
Mudita resides in Greenwich, CT with her husband and two children.


Vanessa Barboni

Emerging Markets Expert &
Philanthropist

Vanessa Barboni heads Fixed Income Emerging Markets Sales in New York for Morgan Stanley. Prior to assuming this role in 2015, she spent twelve years in trading, most recently leading Latin America Local Markets Trading (ex-Brazil). She has also had trading management responsibility for a number of other businesses in New York including, non-Japan Asia Emerging Markets Trading, Short-end Interest Rate Trading for developed markets, and joint responsibility for a cross-asset emerging markets portfolio.  

Vanessa started her career in foreign exchange options trading after graduating from Cornell with a B.A. in Economics. As part of her personal focus on philanthropy, Vanessa co-leads one of Morgan Stanley’s NYC public school partnerships in coordination with PENCIL.org and works closely with Pro Mujer to help bring the benefits of capital and soft infrastructure to women and their families in many of Latin America’s underserved communities.


Sue Davis Gillis

Consumer Banking Chief

Sue is the leader of the Consumer Banking Platform for Synchrony. Prior to this role, Sue was the CMO for the Consumer Bank responsible for the marketing strategy and program execution. Sue rejoined Synchrony in October 2012, after a brief stint at Capital One where she served as CEO for the Philippines Operations and as a key member of the transition team during the sale of the Hudson Bay Company (HBC) Canadian portfolio. Prior to this limited term role, Sue has been in various senior-level positions within GE since 2003. Most notably, she led the RF Canadian Card Business and RF’s Customer Solutions Division. Prior to joining GE, Sue worked at Citibank, where she served as Vice President for its Federal Savings Bank (FSB), its Northern Europe division and its Credit Services group. Before joining Citibank, Sue was a Vice President and Branch Administrator at Gateway Bank in Connecticut.

Sue earned her BA at Denison University, MBA from Fairfield University, her Graduate Banking Diploma from the National School of Banking and is also Six Sigma Green Belt Certified. Sue, her husband Paul and their two daughters live in Ridgefield, Connecticut.


Lesley Rattner

Artist, Entrepreneur, Fighter

My name is Lesley Rattner. I am a very creative person and very passionate about everything in my life.

Nothing has ever come easy for me. I am just one of those people. Work, children, marriage; everything has been a challenge. These challenges, however, have made me appreciate everything more than the average person.

I went to business school at St John’s University in NYC for two years and earned an Associate Degree. I was a horrible student (loved the partying though!). My mind would always wander during class to a place where I was creating something different and spectacular and making money doing it.

I have had my hands in many businesses throughout my life but never really felt satisfied. Years ago, I met a friend in NYC who was a designer. She introduced me to the fabulous world of handmade glass and I was immediately taken!

I developed a liking to working with my hands and instead of going out at night I would sit at home and put glass on everything. My business was started!

10 years later, after teaching myself how to do installations, I began working and installing glass murals at the Mohegan Sun Casino in CT.

20 years later, I became a business owner – wearing many different hats – with a staff of 40 artists and a 4,000 sq foot studio in Midtown Manhattan. How cool is that?!

The success of my business came at a tough price though, STRESS. I was being pulled in so many directions that the stress was out of hand and in 2013, I was diagnosed with a very serious blood cancer. I decided to downsize and leave my shop. My clients followed me and today I have a firm with only 4 artists and a life that is more controlled and easier to handle. I am still battling Cancer but it’s under control for the moment.

Business is great! I have recently taken on a huge project for Etsy in Brooklyn and Bristal Assisted Living facility on Long Island. I have also designed all the Calypso stores around the country. My life is a blessing!


Regitze Ladekarl

Software Consulting Pro,
Budding Author

I am passionate about my work, no matter the shape or form, and I believe that tasks worth doing are worth doing right.

My educational background is in economics and financial risk management. My heart is creative and I am driven to come up with, tinker, improve, distill and streamline processes and tools. I have used that to build a successful career in consulting, analytics and software design.

I am fiercely loyal; to my family, my friends, my employer and my team. That means I am in for the long haul on everything I do, for good and sometimes for bad. My career greatly reflects that, as I have always sought out workplaces with the best collaborative teams in their fields.

I started out in a macro economic research function at a large bank, then went to management consulting when I graduated. Later my consulting turned more technical when I joined a software company to build and implement custom applications for the financial industry. I really settled into that role and that is where I have acquired my expertise as well as advanced into management and leadership.

It took me a while – 16 years – to understand the difference between the two and see that I my work situation involved too much of the first and too little of the latter. So in 2015 I gathered the courage and took the opportunity to explore what my life would be like outside a traditional corporate setting, and I have loved every minute of it.

It has reset my perspective and taught me a lot about what makes me thrive; creating things that I can proudly put my name on, being part of a community, having a framework and accountability first and foremost to myself to name a few aspects.

My lessons learned and wisdom to impart is: trust your gut and path, don’t settle and if it feels like you are done, it is time to move on.


Delilah Mahl

Master of Global Client
Bank Relationships

Delilah Mahl is currently a Managing Director in Global Relationship Management at Citigroup. She covers Hedge Funds, Mutual Funds, Private Equity, and SWF across products in China, Japan, UK and US. Delilah has been at Citi for 21 years, 6 in her current role and 15 in Institutional Equity Sales.

Prior to Citi, Delilah was employed at Equitable Securities, Alex. Brown and Shearson Lehman, in sales and trading.

Delilah is a Deacon at the Presbyterian Church in her hometown in NJ.

She is married with two teenage kids.


January Neal

Branding & Marketing Maven,
Philanthropist, Girl Boss

January Neal started a career in the entertainment industry because of her strong passion and fascination with the art of story telling. She spent over twelve years creating stories, launching successful campaigns for studios, companies and brands such as: Sony Pictures, Innovative Artists, Jakks Pacific, Disney, Spider-man, Smurfs, Ghostbusters, Star Wars, Eat Pray Love, Super Bad, and many celebrity clients.  

January started her own company in 2015 with a vision to inspire the world by bridging the gap between culture and marketing.  Her company, “New World Agency”  has a mission to create cultural marketing to authentically connect to the lives and passions of people everywhere. She is happiest working with brands that consumers believe in and care about.  Her life goals are to create brands that change the world and to support other girl bosses! 


Angela E. Uttaro

Seasoned Bond Analyst

Ms. Uttaro has had a career in the credit and research areas of finance for over 30 years. Armed with buy side, sell side, rating agency experience and an M.B.A. in Strategic Planning, she has been a senior member of the Oppenheimer Rochester ® municipal investment team for almost 15 years, responsible for the day-to- day management of over 20 state-specific and national municipal bond funds encompassing over $23 billion in AUM. Her analytical responsibilities cover several sectors including airlines and structured finance.

Before joining OppenheimerFunds, Ms. Uttaro was long time employed in New York City as a Director at Standard & Poor’s Corporation, Citicorp Securities, Inc. and Brown Brothers Harriman where she aided in the creation of a top ten Institutional High Yield fund. She has had the pleasure of working directly with the CEO’s of over 100 Fortune 500 companies such as Henry Kravis (KKR) and Ronald Perelman (Revlon, Coleman, Marvel); as well as experiencing the boom in the “Junk Bond” market during the 80’s and 90’s.

Now, as a passion – and because she has two daughters, Ms. Uttaro is committed to helping women achieve their goals and participate fully in the world of business. To this end, she is an active member of the Women’s Network at OppenheimerFunds as well as supporting directly, various community efforts aimed at improving women’s lives. Long the only woman in the room – she wants to help others successfully enter the business world so that they are not.


Catherine Magyera

Investments Product Director &
Relationships Builder

Drawn by the ever evolving excitement of financial markets, Catherine Magyera has been involved in the asset management industry for over ten years. In this time, she has served in a variety of roles such as product management & development, relationship management, and institutional sales & marketing. Catherine began her career working with institutional clients at Morgan Stanley Investment Management, though she has since had the opportunity to work with both institutions and retail clients at ING Investment Management (now VOYA) and OppenheimerFunds. She especially enjoys working with retail clients as she is passionate about forming a strong connection to the everyday investor. One of Catherine’s favorite career experiences involves her work with ING in The Hague, The Netherlands, which gave her the opportunity to sample corporate life outside her native USA.

Outside of the office, Catherine is passionate about athletics. Given her abounding energy, she spends much of her time competing in various sports such as soccer and volleyball, and practicing several forms of martial arts including Krav Maga and Brazilian Jiu-Jitsu. This is not to say that she does not have a softer side, as she also enjoys spending time with her family, world travel, hiking, horseback riding, and tending to her bonsai trees.

Catherine graduated cum laude from the University of Pennsylvania.


Laura Rauchfuss

Design Consultant Visionary
(and Former Olympic Athlete)

Laura is the owner of Kindred Home, a design studio and consultancy. Kindred Home works on residential and commercial interior design projects and new brand ventures with a physical space component. Working with clients, Laura provides overall creative direction by communicating design strategy and functional concepts and relating design elements to the overall brand and operations (for the commercial/retail side).

Past development projects include: private clubs, sports facilities, bar and restaurants, and high-end private residences. Laura started her business in 2008 after working in design in the greater New York City area.

Laura holds an undergraduate degree from The Johns Hopkins University and advanced and graduate degrees from Parsons New School of Design and New York University.

Laura is a 2004 Olympian in rowing.


Anu Murgai

Hedge Fund Portfolio Manager

Ms. Murgai is a Portfolio Manager in the New York investment team at Alphadyne Asset Management. Her focus is on global macro strategies, using a top-down investment approach and covering all global regions.

Before joining Alphadyne in December 2012, Ms. Murgai founded and acted as portfolio manager for five years at Suranya Capital Partners, a global macro hedge fund based in Norwalk, CT. This followed her role in global macro for four years at Shumway Capital Partners, and before that as an analyst for three years at Ulysses Management LLC, a global macro hedge fund.

Ms. Murgai worked twice for J.P. Morgan in New York, first as a marketer of cash and derivatives products to hedge funds for three years from 1994, and then in 2000 as a proprietary trader. For almost two years before her second role at Morgan, she was a fixed income trader at Tiger Management. Ms. Murgai started her career as an assistant economist at the Federal Reserve Bank of New York.

She holds a B.A. in Economics from Swathmore College and an MBA from University of Chicago.


Kristen Boyle

Chief Financial Officer

Chief Financial Officer and Partner of QFR Capital Management, L.P., an asset management firm that manages a global macro hedge fund.

Prior to co-founding QFR in 2007, Ms. Boyle was a Managing Director at Integrated Finance Limited, an alternative asset management firm. Previously, Ms. Boyle was a Controller at Falcon Management Corporation, a global macro hedge fund. Prior to this, Ms. Boyle was an Accounting and Finance Manager of Citizens Advisers, Inc., a socially responsible mutual fund company. In addition, as a Vice President at Bear Stearns Asset Management, Ms. Boyle supported the hedge fund and separate account businesses.

Earlier in her career, Ms. Boyle worked at hedge fund D.E. Shaw & Co., and at Bankers Trust where she was an Assistant Treasurer. Ms. Boyle’s career began at Ernst & Young LLP as an Auditor of financial service and manufacturing clients. She holds a B.A. in Management with a concentration in Accounting from Gettysburg College and is a Certified Public Accountant with the State of New York. She is registered with the CFTC and NFA as a Principal as well as an Associated Person.


Jeannie Kasindorf

Real Estate Expert

Jeannie Kasindorf is a partner at the Auslander Kasindorf Group at Keller Williams Prestige Properties in Stamford, Connecticut. Her team sold 98 homes last year, with a sales volume of over $45,000,000.

Jeannie graduated from Boston University with a Bachelor’s Degree in Mass Communications. She spent time working as a recruiter in New York City, and as a personal assistant to a hedge fund founder in Greenwich, Connecticut.

Jeannie serves on the Executive Board of the Stamford Jewish Community Center. She resides in Stamford, Connecticut and in her spare time enjoys gardening.

Jeannie was always a saver, but her divorce prompted her to take a closer look at her finances. The importance of saving suddenly became clear when she represented a client and good friend that had the ability to make a cash purchase without selling her home. This was her “AHA” moment to shift her spending and focus on her retirement. In doing so, she was able to double her portfolio in six short years.

Her motto is “it’s never how much you make, but how much you save!”


Jess Jurva

Marketing Maven, Adventure Seeker

Jess Jurva came into the business arena late in life earning a BS in Business Administration with a focus on International Business when she was 30. Even though she got a late start, she never let that dim her passion or her drive for success. Over the course of the last 10 years, she has gone from an entry-level marketing associate position at Intuit to growing corporate teams and driving customer success for some of the top brands in the world including Visa, Starbucks, Discover, Virgin America, Samsung, The North Face and Proctor & Gamble. The secret to her success has been embracing an unconventional approach firmly grounded in authenticity, honesty and respect. Treating everyone you work with as your best client is the path not only to great success, but also to endearing relationships that will enrich your life and open new doors.


Liz Leonard

Brand &
Product Development Specialist

Liz Leonard is SVP, Chief Marketing Officer for the Consumer Bank at Synchrony Financial.

After graduating from Pennsylvania State University with a BA in Telecommunications, Liz began her career at Shadow Broadcast Services as the Marketing Leader for the Washington and Baltimore offices. Liz returned to school to pursue an MBA from Georgetown University and upon graduation was recruited by Citi Cards into their Management Associate executive rotational program. She completed rotations in the US and Canada focused on banking products cross-sell, insurance product development, call center retention and co-brand portfolio management. After her rotational program ended she took an acquisitions leader role in the Citi Small Business Card group with a focus on the emerging digital acquisitions landscape.

In 2004, Liz left Citi and joined the Customer Solutions group within GE Money (now Synchrony Financial). She was hired as the Channels leader, building out marketing channels across customer touchpoints and portfolios to cross-sell mortgages, loans, membership clubs and debt cancellation. In 2007, Liz was appointed the General Manager of the new Lord & Taylor portfolio that transitioned to GE Money later that year.

After 3 years in the GM role, Liz moved to GE Capital HQ Global Marketing team to help design and implement the launch of Access GE across GEC’s global footprint. Then returned to the consumer side of GE Capital in 2014 to lead marketing for Synchrony’s newly-formed Consumer Bank. She is responsible for brand development, website/mobile enhancements, print and digital advertising, analytics and new product development for the Bank.


Stacy Roode

President of Shareholder Services

Stacy has over 20 years of experience in the financial services industry.

Stacy joined OppenheimerFunds in 1992, serving in a variety of Human Resources positions before being named Vice President of Human Resources in 2000. In 2007, Stacy was promoted to VP of the TA Retail Operations. Stacy was promoted to her current role as SVP of the Transfer Agent in 2009. In this role, she oversees the entire Transfer Agent including Client Services, Intermediary Operations, Processing, Oversight, Output and Monetary Control. In 2013 she was named President, Shareholder Services, Inc, which is the entity providing Transfer Agent Services for OppenheimerFunds.

Stacy is actively involved in the industry representing OppenheimerFunds on the ICI Operations Committee, the DTCC Wealth Management Services Senior Advisory Board and currently serves on the board for NICSA (National Investment Company Service Association). She previously served on the ICI Transfer Agent Advisory Committee and the NICSA TA Committee.

Stacy holds a B.S. in Marketing from the University of Denver and a J.D. from the University of Denver College of Law. She currently resides in Denver, Colorado with her husband Tom and two sons, Jack and Joe.


Gina Scialabba

Financial & Legal Writing Star

Life is about reinventing the world around you, thus spoke Gina Scialabba, Senior Legal Writer & Editor at Thomson Reuters/FindLaw.com, the web’s most trafficked legal information site reaching 9 million+ visitors per month. As a self-described, “reformed attorney,” Gina combines her extensive legal education and training with her passion for writing by educating consumer-based audiences on all things legal, from dangerous products to dangerous crimes.

A licensed attorney with a penchant for lively legal discourse, Gina has been immersed in the legal world since first gaining her bar license in 2006 when she became a criminal prosecutor handling both misdemeanor and felony cases. Gina eventually opened her own law practice defending clients with criminal, personal injury, and other matters at both the trial and appellate level.

After several years as a litigator, Gina decided to “flip the script,” and transition out of her Perry Mason-existence, forging a new path into the land of journalism and writing. She held positions as editor-in- chief of a San Francisco-based print magazine, managing editor of a SF-based newspaper, and as a radio reporter for the Bay Area’s NPR-affiliate, KQED. She’s also contributed several written pieces to the KQED news blogs before landing at Thomson Reuters.

Gina is currently on the road towards her next big adventure: the State Department. Gina passed all the exams to become a Foreign Service Officer and is currently awaiting assignment to Washington D.C. for training and eventual deployment (fingers crossed!) abroad.

Gina graduated cum laude from Santa Clara with her BA in English Lit and a minor in Medieval and Renaissance Studies. She went on to get her JD with dual specialization certificates in criminal law and litigation. Gina was on the Dean’s List and received the CALI Award in her Trial Advocacy and Legal Writing classes.

Gina lives in Piedmont, Calif. with her partner and their unreasonably adorable Chihuahua. When she’s not reading a novel, the Wall Street Journal, watching Game of Thrones, House of Cards or the Rachel Maddow Show, she’s taking advantage of the richness and diversity of Bay Area life. Gina also loves to globetrot, having been to the faraway lands of Argentina, Uruguay, Europe, and Southeast Asia. Next Stop, warm weather climates: Sedona, Hawaii, and Costa Rica.


Sharmila Hardi

Emerging Markets
Financial Structure Expert

Sharmila Hardi is the Global Head of IFC’s Banking, Small and Medium Enterprise Business line, SME Forum and the Banking on Women product. She leads a team of over 50 professionals in an area that is business critical to the corporation and delivering impact by providing access to finance for SMEs in emerging markets.

Ms. Hardi has been with the IFC since 1992 and was most recently the Global Head of Syndications where she was responsible for raising $3-$4billion annually in additional senior long term debt from commercial banks and development finance institutions to complement IFC’s own financing. She has also advised and represented the Vice-President on all IFC’s business and stakeholder relationship issues related to Western Europe, Latin America and the Caribbean and Africa.

Prior to her appointment as a special advisor, Ms. Hardi was the Principal Investment Officer and sector head of Sustainable Forestry (incl pulp and paper). Under her guidance, the Sustainable Forestry division developed and implemented IFC’s investment and advisory strategy leading to over $400 million in investments for IFC’s own account.

Ms. Hardi has structured IFC’s investments in several complex projects in manufacturing including pre-IPO equities. As a banking specialist, she was also responsible for the assessment of loan portfolio quality, review of risk management systems and guidance on structuring in the Global Financial Markets Department.

Ms. Hardi has led teams in developing business and investing in firms in varied sectors including but not limited to agribusiness, retail, tourism, health, manufacturing and banks globally, but with a specific focus on Latin America.


Monika Machon

Philanthropist, Retired Treasurer,
Expert Quilter

Monika Machon was AIG’s Treasurer from October 2013 to January 2016, responsible for capital and liquidity management, global treasury operations, bank relations, economics, and recovery & resolution planning.  From 2009 to 2013 as Global Head of Asset Management (2009-2013), Monika oversaw research, trading and portfolio management teams managing assets over $750 billion.  During a period of heightened growth (2005 to 2008), she held the dual post of CEO and Head of Fixed Income for AIG Asset Management Europe Limited, with business oversight of Compliance, Finance and Human Resources, and serving as primary contact with the UK regulator. Her Board experience includes former Chair (2008-2010) and member of AIG Asset Management Europe Limited, and the AIG Retirement Board. She currently serves as a Board Member of Tanenbaum (a not-for-profit entity focused on promoting peace through interreligious understanding), and the Women’s Forum of New York.

During Monika’s career she demonstrated a passion for team leadership and development, succession planning and diversity. She served as Dean for the AIG Women’s Executive Leadership Institute, established in 2013 as a series of 18-month programs for further development and promotion of proven AIG women leaders. She served as co-sponsor for the Women and Allies employee resource group, as a mentor or sponsor of numerous colleagues, and as an industry participant in leadership and diversity seminars. Monika was trained by Jack and Carol Weber, University of Virginia Darden School, to teach AIG’s most senior executive leadership program, “Leading One AIG”.

Monika has Doctor of Jurisprudence and MBA (Finance) degrees from Indiana University, and a Bachelor of Science in Business Administration from Rockhurst College. She is a member of the Wisconsin Bar, and a CFA charter holder.


Jeannie Lowe

Former Judge,
Family Conflict Resolution Specialist

Bio coming soon!


Melissa Weiler

Investor, Alternative Credit Markets

Ms. Weiler is a Managing Director of Crescent Capital Group LP (“Crescent”) focusing on alternative credit and is a member of Crescent’s Management Committee. Prior to assuming her current position, she spent 12 years as the lead portfolio manager for Trust Company of the West’s Leveraged Finance Group High Yield Bond strategy (and its predecessor company, Crescent Capital Corporation).

Previously, Ms. Weiler was a Senior Investment Analyst and Workout Specialist for First Capital Holdings Corporation. Prior to joining First Capital, she was an Associate with Oppenheimer Horizon Partners, L.P., a fund that invested in the debt and equity securities of distressed and bankrupt companies. Ms. Weiler is a member of the Trustees’ Council of Penn Women. In addition, she is a member of the Board of Governors at Cedars-Sinai Medical Center. Ms. Weiler received a BS in Economics from the Wharton School of Business at the University of Pennsylvania.


Heidi Heikenfeld

Emerging Market Equities
Portfolio Manager & Intrepid Traveler

Heidi Heikenfeld is a Portfolio Manager on the OppenheimerFunds Emerging Market Innovators Fund. She focuses on investing innovative small and mid-sized companies within the Emerging Markets. Before launching the Emerging Market Innovators Fund, Heidi worked for 10 years on the Global Opportunities Fund as a Senior Equity Analyst specializing in the healthcare, technology and consumer sectors. From 2000 – 2002, Heidi worked as a Bond Analyst.

Heidi completed her undergrad from Susquehanna University in 2000. She earned her CFA Charter in 2003 and received her MBA from Oxford University in England in 2004.
Heidi’s outside interests include volunteering. She has completed over 100 volunteer projects with a New York based charity called New York Cares and has traveled to Central America with both Habitat for Humanity and Cross Cultural Solutions.

Heidi is a world traveler. Though she only left the continent for the first time at age 20, she has now visited more than 70 countries, most more than once.


Marilyn Alverio

Business Leader &
Big League Supporter of Latinas

Having grown up in an urban neighborhood, Marilyn learned early on about the importance of giving back to the community which is part of her character and part of her Modus operandi.

She earned a B.A from the University of CT. in Storrs, CT and later an M.B.A. in marketing from the University of Phoenix.

Marilyn spent twenty years working in the corporate arena where she held numerous management positions within the airlines, pharmaceutical, education, financial and health insurance industries.

Her journey in life has always included the development and leadership of Latino community and in particular women’s empowerment. Her most recent success as founder and producer of the Latinas and Power Symposium® , a platform she created so that Latina professionals can share resources for success and share those strategies with others.

Her hobbies include salsa dancing. On April 18, 2015, she is one of the local personalities that will be participating in a charity event for CRISS radio, called “Dancing In The Dark” gala. She will dance to with a professional from Arthur Murray Studios.

Marilyn works as a Senior Marketing Manager for a new business start up called Valoralife, Mass Mutual’s new innovative and simple approach to purchasing life insurance online.


Cara Johnson

Empathic, Intuitive Energy Healer

“My healing energy and intuitive insight will liberate you from pain and illuminate your path.”
~ Cara Johnson

When you find your way to Cara Johnson, chances are you are struggling. With something. Either you have unanswered questions, health issues, emotional trauma, physical discord, life hiccups or you are rocking a combo platter of some or all of these. Or maybe you are one of the fantastic few not saddled with struggle, but your curiosity about alternative healing has reached cat-killing proportions.

Cara Johnson is an empathic, intuitive energy healer who feels into you, sees what you cannot and transforms discord and/or disease using channeled energy and sound. She is woo-woo wonderful while (delightfully) maintaining a very “normal” exterior.

When you work with Cara:

  • You’ll feel like you’ve known each other for years
  • You’ll marvel at how much can happen in 90 minutes
  • You’ll want to have a pen and paper handy so you can jot down all the intuitive insight she shares

Cara Johnson gives good love. It’s energy healing – supersized.


Lisa Amster

Wealth Management Powerhouse

Lisa Amster joined Morgan Stanley Private Wealth Management in 2014 from Barclays in Los Angeles. Before that, she was at Goldman Sachs in New York for a decade. Lisa interned at The White House and holds a B.S. from the University of California, Berkeley. Lisa sits on the Southern California Advisory Board of College Summit and on the Board of Children Mending Hearts. She also is in the Cedars Sinai Women’s Guild. She resides in Marina Del Rey with her husband, Sam, and their son, Jacob.


Kim Mustin

Institutional & Retail Sales Guru

Ms. Mustin was most recently the Co-Head of Global Distribution and a member of the Executive Committee for BNY Mellon Investment Management, a global leader with more than $1.7 trillion in assets under management. During her time at BNY Mellon, Ms. Mustin also sat on the Bank’s Global Operating Committee.

While at BNY Mellon, Ms. Mustin was responsible for leading the global sales and relationship management teams across institutional and intermediary market segments.  In this capacity, Ms. Mustin worked closely with BNY Mellon’s investment boutiques and regional leadership to execute on the Global Distribution strategic plan.

Prior to BNY Mellon, Ms. Mustin was the Head of Global Strategic Accounts at OppenheimerFunds. There, she led all institutional buyer groups including institutional, retail home offices, third party and global private banking platforms.  

Prior to Oppenheimer, Ms. Mustin held consistently progressive sales leadership positions with Legg Mason serving as Head of Institutional and Co-Head of Americas Distribution, Head of the Financial Institutions Group at Deutsche Bank and Senior Consultant at Putnam Investments.  She began her career as an Agent with the U.S. Treasury Department.


Kathleen T. Ives

Compliance &
Risk Management Rockstar

Kathleen T. Ives is Senior Vice President and Director of Internal Audit for OFI Global Asset Management, Inc., an investment management firm that manages more than $220 billion for mutual funds and institutional accounts.

Ms. Ives leads a team of 20 professionals who provide an independent assessment of risk management, governance and controls related to OppenheimerFunds’ processes, and identify actionable plans to help enhance the control environment.

Ms. Ives has 25+ years’ experience in legal, audit, compliance, corporate governance, and risk management at OppenheimerFunds. Prior to leading the Internal Audit team, Ms. Ives was Deputy General Counsel where her responsibilities included oversight of all reporting for the Boards of Trustees, coordination of all disclosure and regulatory filings, and the provision of legal services for the transfer agent, contract review team and 529 plans.

Ms. Ives received her bachelor’s degree from the University of Colorado and her J.D. Cum Laude from Saint Louis University School of Law. Ms. Ives is a Certified Internal Auditor, a Certified Fraud Examiner and is FINRA Series 7 and Series 24 licensed.


Cheryl Pipia

Big Hearted Global Philanthropist

Cheryl is a born and raised New Yorker- her childhood was spent in Long Island and Post College has been spent in her beloved NYC. Cheryl attended college in Lynchburg, Virginia majoring in Art History and holds the Series 7 and Series 63 FINRA licenses.

Cheryl Pipia was most recently the Co-Head of Global Client Engagement and Business Development for Americas Distribution in BNY Mellon. In this role, she was responsible for developing a best-in-class client experience throughout the client lifecycle.

Prior to BNY Mellon, Ms. Pipia was the Head of Global Client Service and Administration at OppenheimerFunds. There, Ms. Pipia developed and designed the department, partnering with Sales to contribute to a record year in sales. Prior to that, she worked with Legg Mason (part of the Citigroup Asset Management acquisition) in a series of progressive client service positions, ultimately heading client service for the firm. Ms. Pipia is a senior client service and engagement executive in the asset management industry with 17 years of experience.

Cheryl has been volunteering since she was a young girl in various capacities but as her career expanded she found herself unable to do hands on volunteering she turned to volunteer vacations because they combined two things she loves most- traveling and volunteering.

Cheryl’s personality is one of “Hearts & Hammers” and all things pink! Ms. Pipia is a founder of City Chik on a Mission that has been a labor of love for all those that have become connected to her vision and passion. City Chik on a Mission is focused on building intimate connections across the globe by leading grassroots projects in impoverished areas. The projects centers around education, after school programs, libraries, adequate shelter/housing and hygiene initiatives. It is Cheryl’s dream of building an organization that is based on the belief of influencing change globally through personal connections while covering 100% of administrative costs and connecting donors to the projects that they are directly funding.  

 Additional info:

Over the past 7 years Cheryl has traveled the world and spent 2 weeks to a month in Peru at Mother Teresa for the Destitute and the Dying, in Romania at a Failure to Thrive Clinic for Children, in Tanzania-Impalamwa a remote village building a dormitory, in Ghana – building a classroom, Appalachia- working on someone’s home, Nepal- teaching monks at the monastery, and Kenya working in Kibera and building a library. Each trip she has brought hundreds of pounds of donations she had collected from people sharing in the specific mission and has brought back the local goods to share with all.  

 


Carla Buffulin

Emerging Market
Corporate Debt Savant

Carla Buffulin Joined AIG in 2014 as a Managing Director and Senior Portfolio Manager responsible for the Emerging Markets Asset Class. Carla was formerly a Senior analyst at Oppenheimer Funds Inc where she had responsibility for managing the Global EM Corporate sleeves of International Fixed Income for portfolios with AUM exceeding $10 billion. Over the course of her tenure at Oppenheimer, Carla successfully diversified Oppenheimer’s EM portfolio to incorporate EM corporates. Prior to Oppenheimer, Carla held senior research positions at Morgan Stanley, BankBoston, Brazil, and Citibank, Brazil. In addition, Carla has extensive experience in structured credit, syndicated loans, private placements and distressed credit. Carla is a specialist in accounting rules and modeling for Pension funds and lease, inflation and currency moves. She received her Bachelors in Business Administration from Faculdades Metropolitanas Unidas, in Brazil and has broadened her academic background with studies across a range of topics at both the Haas School of Business at UC Berkeley and the Fundacao Getulio Vargas in Brazil.


Asli Demirguc-Kunt

Head of Economics Research
at the World Bank

After joining the Bank in 1989 as a Young Economist, she has held different positions, including Director of Development Policy, Chief Economist of Financial and Private Sector Development Network, and Senior Research Manager, doing research and advising on financial sector and private sector development issues. She is the lead author of World Bank Policy Research Report 2007, Finance for All? Policies and Pitfalls in Expanding Access and has also created the World Bank’s Global Financial Development Report.

The author of over 100 publications, she has published widely in academic journals. Her research has focused on the links between financial development and firm performance and economic development. Banking crises, financial regulation, access to financial services and inclusion including SME finance are among her areas of research. She has been the President of International Atlantic Economic Society (2013-14) and Director of Western Economic Association (2015-18). Prior to coming to the Bank, she was an Economist at the Federal Reserve Bank of Cleveland. She holds a Ph.D. and M.A. in economics from the Ohio State University.

Please visit the personal webpage of Asli Demirguc-Kunt by clicking here.