Women We Admire is pleased to announce The Top 100 Women Leaders in Finance of 2021. This year’s awardees were nominated and selected for their achievements in several areas like accounting, banking, funds management, mortgage broking, insurance, and investments. These women are trailblazers in the industry, focused on making progress in a sector where they continue to be under-represented. Their dedication and determination have led to the success of companies like East West Bank, where Irene Oh is bridging the gap between banking on two continents allowing businesses and community members on both sides of the Pacific to explore new markets and create new opportunities.
In highlighting the achievements of the awardees, we should also recognize women like Muriel Faye Siebert, the first woman to hold a seat on the New York Stock Exchange or Stacey Cunningham, the first female Nasdaq chairman who worked her way up from a trading floor clerk. These leaders should be recognized for their outstanding contributions and dedication to their profession, community and society at large. This year’s awardees are only a fraction of the women who are contributing to the strength of the financial services industry around the world. Please join us in celebrating the accomplishments of The Top 100 Women Leaders in Finance of 2021.
1. Jane Fraser
Citigroup
Jane Fraser began her professional career 33 years ago. Today, she is the CEO of Citi. Citi's mission is to serve as a trusted partner to their clients by responsibly providing financial services that enable growth and economic progress. Their core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Fraser first got her start in 1988 as an Analyst at Goldman Sachs. From there, she went on to Asesores Bursatiles, before eventually rising to partner at McKinsey & Co., her most recent position prior to joining Citi. Fraser graduated from Harvard Business School with an MBA and from the University of Cambridge with an MA in Economics.
2. Erin Sahly
Capital One
Erin Sahly is the Vice President of Financial Planning & Analysis of Capital One. She first joined the company in 2009 as a Finance Rotation Program Associate. Capital One Financial Corporation is a diversified banking company focused primarily on consumer and commercial lending and deposit origination.
During Sahly’s 12 years with Capital One she served in various positions including Senior Financial Analyst, Manager and Director of Financial Planning and Analysis. Sahly earned an undergraduate degree in Finance from Gies College of Business - University of Illinois Urbana-Champaign.
3. Jenny Johnson
Franklin Templeton
Jenny Johnson is the President and Chief Executive Officer of Franklin Templeton. Franklin Templeton Investments is a global investment firm that offers mutual funds for individuals and institutions. Johnson has 33 years in the financial services industry. She began her career in 1988.
Prior to her role as Chief Executive Officer and President, Johnson served as the Chief Operating Officer and Co-President with Franklin Templeton. Johnson graduated from the University of California, Davis with an undergraduate degree in Economics.
4. Elizabeth Ward
MassMutual
Elizabeth Ward is the Chief Financial Officer of MassMutual. MassMutual is a mutual life insurance company that provides investment management and trust services. Ward has 35 years in the finance industry. She began her career in 1986.
Before joining MassMutual, Ward was a Managing Director at Babson Capital Management and before that a Managing Director and Founding Partner at Charter Oak Capital Management. Earlier in her career, she worked with Aetna Life & Casualty as a Vice President. Ward graduated from the University of Rochester with an undergraduate degree in Economics and Spanish.
5. Michele Evans
Fannie Mae
Michele Evans is the Executive Vice President and Head of Multifamily Capital Markets of Fannie Mae She first joined the company in 1992. Fannie Mae is a leading source of financing for mortgage lenders, providing access to affordable mortgage financing in all markets at all times. Their financing makes sustainable homeownership and workforce rental housing a reality for millions of Americans.
Previously, Evans was a Vice President of Commercial Real Estate at Hunter & Associates and before that a Vice President of Finance at GMD Corporation. Earlier in her career she worked with DRG Financial as a Vice President. Evans earned an undergraduate degree in Finance from Tulane University.
6. Ellen Cooper
Lincoln Financial Group
Ellen Cooper is the Chief Investment Officer and Executive Vice President of Lincoln Financial Group. Lincoln Financial Group is a Fortune 500 company offering a diverse range of financial services and solutions. Cooper has 24 years in the financial services industry. She began her career in 1997.
Before joining Lincoln Financial Group, Cooper was a Head of Global Insurance Strategy and Managing Director at Goldman Sachs and before that a Chief Risk Officer at AEGON USA. Earlier in her career she worked with Tillinghast as a Consulting Actuary and a Principal at Ernst & Young. Cooper graduated from Temple University with an undergraduate degree in Actuarial Science.
7. Melinda Chausse
Comerica Bank
Melinda Chausse began her professional career 23 years ago. Today, she is the Executive Vice President and Chief Credit Officer of Comerica Bank. Comerica Bank is a financial services company headquartered in Dallas, Texas, strategically aligned by the business and retail banking and wealth management.
Prior to her role as Executive Vice President and Chief Credit Officer, Chausse was the EVP of Small Business Banking. Chausse graduated from University of Michigan-Dearborn with an undergraduate degree in Managerial Finance and Economics.
8. Nicola Benaderet
LPL Financial
Nicola Benaderet is the Vice President and Chief Financial Officer of Solutions of LPL Financial. LPL Financial serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. Benaderet has 7 years in the finance industry. She began her career in 2014.
Before joining LPL Financial, Benaderet was a Senior Auditor at Deloitte. Benaderet graduated from San Diego State University with an MBA in Finance and from the University of California, Santa Barbara with an undergraduate degree in Economics & Accounting.
9. Connie Coffey
GM Financial
Connie Coffey is the Controller and Chief Accounting Officer of GM Financial. She first joined the company in 1999 as Associate Vice President of Financial Reporting. GM Financial is a captive finance company and the wholly owned subsidiary of General Motors headquartered in Fort Worth, Texas.
Previously, Coffey was a Senior Associate at PricewaterhouseCoopers. Coffey earned an undergraduate degree in Accounting from Texas Christian University.
10. Audrey Yu
IFC - International Finance
Audrey Yu is the Chief Credit Officer of IFC - International Finance Corporation. IFC, a member of the World Bank Group, is the largest global development institution focused exclusively on the private sector in developing countries. Yu has 29 years in the financial services industry. She began her career in 1992.
Before joining IFC - International Finance Corporation, Yu was a Managing Director at Audrey Yu and Associates and before that a Managing Director at Citi. Yu graduated from University of California, Berkeley, Haas School of Business with an MBA and from Bryn Mawr College with an undergraduate degree in Anthropology.
11. Jean LaTorre
Guardian Life
Jean LaTorre began her professional career 36 years ago. Today, she is the Executive Vice President and Chief Investment Officer of Guardian Life. Guardian has been helping people protect their futures and secure their lives for more than 160 years. Daily they serve approximately 29 million people through a range of insurance and financial products. They help people and their families pursue financial security and well-being in life, health, and wealth.
LaTorre first got her start in 1985 as an Investment Banking Analyst at Donaldson, Lufkin & Jenrette. From there, she went on to Municipal Bond Insurance Association, before eventually rising to Chief Investment Officer and Corporate Economist at Aetna, a CVS Health Company, her most recent position prior to joining Guardian Life. LaTorre graduated from NYU Stern School of Business with an MBA and from State University of New York with an undergraduate degree in Business Administration and English.
12. Nicole Carrillo
LoanDepot
Nicole Carrillo is the Executive Vice President and Chief Accounting Officer of loanDepot. She first joined the company in 2018. loanDepot offers home purchase and refinance loans nationwide. Headquartered in Southern California, the company is licensed in all 50 states, and operates direct to consumer, in-market and wholesale business channels servicing customers across the nation chief accounting officer.
Previously, Carrillo was a Chief Financial Officer at Opus Bank and before that a Senior Manager at KPMG LLP. Carrillo earned an undergraduate degree in Accounting from Loyola Marymount University.
13. Marianne Harrison
John Hancock
Marianne Harrison is the President and Chief Executive Officer of John Hancock. John Hancock is a financial services company built on trust and integrity. Throughout their rich history which spans more than 150 years, they have remained true to the ideals on which their company was built, while also encouraging fresh insights and new ways of thinking. Harrison has 35 years in the financial services industry. She began her career in 1986.
Before joining John Hancock, Harrison was a President and CEO at Manulife Canada, and before that a President of Long Term Care at John Hancock Life Insurance Company USA. She also served as the CFO of Wealth Management at TD Bank Group. Earlier in her career, she worked with PwC as a Senior Manager. Harrison graduated from the University of Western Ontario with an undergraduate degree in English and Business.
14. Hafize Gaye Erkan
First Republic
Hafize Gaye Erkan is the Co-Chief Executive Officer, President and Board Member of First Republic Bank. First Republic offers a complete range of lending, deposit, investment, trust and brokerage services. They provide comprehensive business banking including lending, cash management, deposit, and foreign exchange, and their affiliates offer investment management services. Erkan has 16 years in the banking industry. She began her career in 2005.
Before joining First Republic Bank, Erkan was a managing director, Head of IBD FIG Strats at Goldman Sachs. Erkan graduated from Princeton University with a Ph.D. in financial engineering and from Boğaziçi University with an undergraduate degree in Operations Research and Industrial Engineering.
15. Yvette Butler
Silicon Valley Bank
Yvette Butler is the President of Private Banking & Wealth Management at Silicon Valley Banking (SVB). She first joined the company in 2018. For nearly 40 years, SVB has helped innovative companies and their investors move bold ideas forward, fast. SVB provides a full range of financial services and expertise to companies of all sizes in innovation centers around the world.
Previously, Butler was a Founder and Strategic Advisor at Impart Wealth and before that an Executive Vice President at Capital One. Earlier in her career, she worked with ETRADE as a VP of Investor marketing, with Merrill Lynch as a Director and at Charles Schwab with Business Strategy. She also spent time at McKinsey & Company as an Engagement Manager. Butler earned an MBA from Stanford University Graduate School of Business and an undergraduate degree in Finance and Management Information Systems from the University of Virginia.
16. Andra Bolotin
Putnam Investments
Andra Bolotin is the Chief Financial Officer of Putnam Investments, first joining the company in 2017. Putnam Investments is a global money management firm with 75 years of investment experience. Their broad range of investment products includes advisor-sold mutual funds; 401(k)s, IRAs, and other retirement plans; variable annuities; and institutional portfolios. Bolotin also the EVP and Chief Financial Officer of Empower Retirement. She first joined the company in 2016. Empower Retirement is an owner and operator of a retirement plan services business.
Previously, Bolotin was an SVP and Chief Financial Officer of Developing Business Group at Fidelity Investments and before that a VP and Corporate Treasurer at Polaroid Corporation. Earlier in her career, she worked with IBM Global Services and IBM US Sales and Marketing as a team leader. Bolotin earned an MBA in Finance and Operations from MIT Sloan School of Management and an undergraduate degree in Chemical Engineering from Rensselaer Polytechnic Institute.
17. Stephanie Warren
Baird
Stephanie Warren is the Managing Director and Chief Operating Officer of Fixed Income Capital Markets of Baird. She joined the company in 2003 as a Capital Markets Financial Analyst. Employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Warren has 18 years in the financial services industry. She began her career in 2003.
Warren graduated from the University of Wisconsin-Milwaukee - School of Business Administration with an MS and from the University of Wisconsin-Milwaukee with an undergraduate degree in Accounting.
18. Mary Ann McGarry
Guild Mortgage
Mary Ann McGarry began her professional career 37 years ago. Today, she is the President and Chief Executive Officer of Guild Mortgage. Guild Mortgage has become one of the nation’s leading independent mortgage providers by following a simple rule doing what’s right for our customers.
McGarry graduated from the University of San Diego with an undergraduate degree in Accounting.
19. Mihaela Kobjerowski
First National Bank of Omaha
Mihaela Kobjerowski began her professional career 23 years ago. Today, she is the Chief Consumer Credit Risk Officer of First National Bank of Omaha. First National Bank of Omaha provides banking services for corporate, small business, and personal clients across seven states and serves more than 6.6 million customers.
Kobjerowski first got her start in 1998 as a Vice President of Decision Sciences at First National Bank of Omaha before rising up to her current role. Kobjerowski graduated from the University of Nebraska at Omaha with an MA.
20. Terry Akins
First Horizon
Terry Akins is the Senior Executive Vice President and Chief Risk Officer of First Horizon National Corporation. First Horizon is an industry leader in fixed income sales, trading, and strategies for institutional customers in the United States and abroad. The company also provides investment services and balance sheet management solutions.
Prior to her role with First Horizon, Akins was the Senior Executive Vice President and Chief Risk Officer and served as the Director of Commercial Strategic Initiatives of IBERIABANK, which later merged with First Horizons. She spent 17 years with Wachovia Bank where she held positions in Risk and Market Management for large corporate banking, international risk administration, derivatives, and foreign exchange. Akins has a bachelors in Finance from the University of Tennessee.
21. Vanessa Rosenthal
Neuberger Berman
Vanessa Rosenthal is a Managing Director and Chief Operating Officer of Institutional Equity and Multi-Asset business with Neuberger Berman. She first joined the firm in 2004. Neuberger Berman is an independent, employee controlled global asset manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors, and high-net-worth individuals.
Prior to her current roles within the firm, she was COO for the Quantitative and Multi-Asset Class team, and before that a Portfolio Specialist with the Quantitative Investment Group which she joined in 2008. Prior to that, she was with Lehman Brothers Absolute Return Strategies group, focusing on hedge funds, commodities, and fund of funds. She first got her start as a Research Analyst and Associate Director of Research with CPM Group. She graduated from Swarthmore College with a BA in Mathematics and Economics and an MBA from the Columbia University Graduate School of Business.
22. Nicole Ibbotson
InComm Payments
Nicole Ibbotson began her professional career 15 years ago. Today, she is the Senior Vice President, General Counsel and Chief Privacy Officer of InComm Payments. InComm Payments is a leading payments technology company that transforms the global commerce experience. Leveraging dynamic technology and proven expertise, InComm Payments delivers enhanced end-to-end payment platforms and emerging financial technology solutions that help businesses grow across a wide range of industries.
Ibbotson first got her start in 2006 as an Associate at Paul Hastings LLP. From there, she went on to become a Senior Associate at Morris, Manning & Martin, LLP, her most recent position prior to joining InComm Payments. Ibbotson graduated from the University of Georgia School of Law with a JD and from the Sewanee-The University of the South with an undergraduate degree in English.
23. Margaret Franklin
CFA Institute
Margaret Franklin is the President and Chief Executive Officer of CFA Institute. She first joined the company in 2019. CFA Institute is a global community and an educational institute of investment professionals working in the investment & financial sectors.
Previously, Franklin was a President at BNY Mellon Wealth Management Advisory Services and before that, a COO at Marret Asset Management Inc. Earlier in her career she worked as a President with Marret Private Wealth and as a Managing Director or Institutional Asset Management at Altamira. Franklin earned an undergraduate degree in Economics from McMaster University.
24. Saira Malik
Nuveen
Saira Malik is the Chief Investment Officer of Equity and Global Portfolio Manager of Nuveen. She first joined the company in 2003 as Equity Research Analyst. Nuveen is one of the world's largest asset managers, serving institutions, financial intermediaries and individual investors in more than 30 countries, providing investment expertise across the capital structure.
Previously, Malik was an Equity Portfolio Manager and Equity Research Analyst at J.P. Morgan Asset Management. Malik earned a masters in Finance from the University of Wisconsin-Madison and an undergraduate degree in Economics from California Polytechnic State University-San Luis Obispo.
25. Ruth Green
Primary Residential Mortgage
Ruth Green is the Vice President and Chief Operations Officer of Primary Residential Mortgage (PRMI). PRMI is a nationwide, independent, full-service residential mortgage banker with over 325 branches in 49 states. Green has 22 years in the financial services industry. She began her career in 1999.
Green has held numerous positions within PRMI, including underwriter, training manager and Vice President of Business Relations.
26. Michelle Gill
SoFi
Michelle Gill began her professional career 18 years ago. Today, she is the Executive Vice President of Lending & Capital Markets and Chief Financial Officer of SoFi. SoFi creates modern financial products and services that help people borrow, save, spend, invest, and protect their money better, so that they can achieve financial independence and realize their ambitions.
Gill first got her start in 2003 as Managing Director at Goldman Sachs. From there, she went on to TPG Sixth Street Partners, her most recent position prior to joining SoFi. Gill graduated from Cornell Law School and from University of California, Los Angeles.
27. Cleo Chang
American Century Investments
Cleo Chang is the Senior Vice President and Head of Investment Solutions of American Century Investments. She first joined the company in 2015. American Century Investments is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives.
Previously, Chang was a Chief Investment Officer and Managing Director at Wilshire Associates and before that a Portfolio Manager and Investment Strategist at myCFO. Earlier in her career she worked with Asset Strategy Consulting as a Manager Research Analyst. Chang earned an MBA from the University of Southern California - Marshall School of Business and an undergraduate degree from the University of California, Berkeley.
28. Joan Cleveland
SWBC
Joan Cleveland is the President and Chief Executive Officer of SWBC Life Insurance Company, first joining the company in 2013. SWBC is a provider of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Cleveland has 42 years in the banking industry. She began her career in 1979.
Before joining SWBC, Cleveland was a Senior Vice President of Business Development at Prudential Financial, and before that a Senior Vice President and National Sales Leader at Genworth Financial. Earlier in her career, she worked as a Vice President at companies like ING Security Life of Denver, AXA Client Solutions and J.J. Schumacher Associates. Cleveland graduated from California State University, Northridge with an undergraduate degree in Business Administration.
29. Jeanne Crain
Bremer Bank
Jeanne Crain is the President and Chief Executive Officer of Bremer Bank. She first joined the company in 2016 as Group President, Twin Cities Region CEO. Headquartered in Minnesota, Bremer Bank exists to strengthen communities by partnering with the people who cultivate their food, sustain the economy and serve their neighbors.
Previously, Crain was the President of the Minnesota region at BMO Harris Bank and before that an Executive Vice President at Excel Bank. Earlier in her career she served as President and CEO of Marquette Bank, Vice President of Bank One Milwaukee and Assistant Vice President at First Bank of North Dakota. Crain earned an MBA from Marquette University and an undergraduate degree in Science and Business Administration from the University of North Dakota.
30. Amy Moser
Mountain America Credit Union
Amy Moser is the Senior Vice President and Chief Lending Officer of Mountain America Credit Union. Mountain America Credit Union first opened its doors in the 1930s with a commitment to guiding its members to achieve their financial dreams. Moser has 24 years in the financial services industry. She began her career in 1997.
Moser held several roles at Mountain America Credit Union including Mortgage Services Manager and Associate Vice President of Mortgage before moving on to her current role. Moser graduated from the University of Phoenix with an undergraduate degree.
31. Donna Bland
Golden 1 Credit Union
Donna Bland is the President and CEO of Golden 1 Credit Union. Golden 1 Credit Union is a financial cooperative that offers checking, savings, home loan, investment, insurance, and online services. Bland has 25 years in the banking industry. She began her career in 1996.
Bland currently serves on the Visa Senior Client Council, Department of Business Oversight Credit Union Advisory Committee and on the Board of Credit Union Direct Corporation. She is also active on the board of the Greater Sacramento Area Economic Council. Bland graduated from San Francisco State University with an undergraduate degree in Accounting.
32. Kathy Bryant
Stephens Inc
Kathy Bryant is the Chief Financial Officer of Stephens. She first joined the company in 1993 Stephens is a privately held financial services firm focused on building long-term relationships and long-term results.
Prior to joining Stephens, Bryant was with Ernst & Young. She graduated from Louisiana Tech University with a degree in Accounting.
33. Annette Burns
NBT Bank
Annette Burns began her professional career 14 years ago. Today, she is the Chief Accounting Officer of NBT Bank. NBT Bank is a financial services holding company headquartered in Norwich, N.Y. The company is a full-service community bank and two financial services companies.
Burns first got her start in 2007 as a Vice President of Financial Reporting and Accounting Policy at Alliance Bank N.A., her most recent position prior to joining NBT Bank. Burns graduated from Saint Bonaventure University with an undergraduate degree in Accounting.
34. Amy Webber
Cambridge Investment Research, Inc.
Amy Webber is the President and Chief Executive Officer of Cambridge Investment Research. Cambridge Investment Research delivers innovation in financial solutions that are focused on serving their investing clients. Webber has 26 years in the banking industry. She began her career in 1995.
Before joining Cambridge Investment Research, Webber was the Director of Customer Service at SunAmerica Securities (now SagePoint). Webber has also served on several boards including the FSI Board of Directors.
35. Lisa Loughry
Mutual of America Financial Group
Lisa Loughry is the Executive Vice President of Mutual of America Financial Group. She first joined the company in 2014 as Group Account Representative. Mutual of America has specialized in providing retirement products and related services to organizations and their employees, as well as individuals, for over 70 years.
Previously, Loughry was an Associate Agent and Financial Advisor at Nationwide Insurance and before that a Licensed Banker at FirstMerit Bank. Earlier in her career she worked with Mosley Building Corporation as a Director of Sales. Loughry earned an undergraduate degree in Business Administration and Management from Malone College.
36. Rabbina Aziz
TradeStation
Rabbina Aziz is the Chief Accounting Officer of TradeStation. TradeStation’s goal is to build the ultimate online trading firm for serious self-directed traders and investors, leveraging leading-edge technologies to create the world’s most advanced trading tools and global technology infrastructure. Aziz has 26 years in the Financial Services industry. She began her career in 1995.
Before joining TradeStation, Aziz was a Controller and Vice President at Banco Sabadell and before that a Manager of Regulatory Reporting at Doral Bank. Earlier in her career she worked with Coca-Cola Enterprises as a Senior Accountant and Team Leader. Aziz graduated from California State University San Marcos with an undergraduate degree in Accounting.
37.Katherine Bosma
Prosperity Home Mortgage
Katherine Bosma is the General Counsel and Corporate Secretary at Prosperity Home Mortgage, a residential mortgage lender. Prosperity specializes in residential purchase and refinance loans, with a mission of providing financing solutions that positively impact lives and make a difference in the communities where they lend. She is responsible for contract negotiation, licensing, corporate law, and our relationships with regulatory entities
Bosma previously worked as Corporate Counsel for Long & Foster Companies. Prior to joining Long & Foster, Bosma was a foreclosure and bankruptcy attorney representing banks in Rhode Island and Massachusetts during the housing crisis. Bosma began her career working for a US Congressman in the House of Representatives. Bosma is a graduate of the University of North Carolina-Chapel Hill, and she received her Juris Doctorate from Campbell University’s Adrian Wiggins School of Law.
38. Jennifer Just
PEAK6
Jennifer Just is the Co-Founder and Managing Partner of PEAK6. She first joined the company in 2019. PEAK6 operates as an investment management firm, seeking out the transformational opportunity, making it better, more useful, more valuable. While trading got them to their start and still powers their center, they quickly realized that their vision was to embrace and empower today’s consumer through technology, simplifying processes, improving performance and creating new wealth.
Just earned an undergraduate degree in Business, Management, and Marketing from the University of Michigan - Stephen M. Ross School of Business.
39. Mary Clark
Strategic Financial Solutions NY
Mary Lynn Clark is the President of Strategic Financial Solutions NY. She first joined the company in 2021. Strategic Financial Solutions is an award-winning financial services firm that is dedicated to helping people burdened with debt. They leverage a highly consultative approach to deeply understand the needs of their clients and use this information to create a personalized debt relief program that includes debt consolidation loans and debt resolution programs.
Previously, Clark was a Managing Director at MLC Group, her most recent position prior to joining Strategic Financial Solutions. Before she held various positions at Marriott Vacation Club, The Ritz-Carlton Club and Wyndham Worldwide, including President, Vice President and Project Director roles. Clark earned an MBA from the University of Maryland University College and an undergraduate degree in Marketing and Finance from Duquesne University.
40. Judy Varney
BankPlus
Judy Varney is the Senior Vice President and Director of Banking Center Services for BankPlus. She first joined the company in 2003. Founded in 1909, BankPlus is one of the Southeast’s premier regional banks serving consumers and businesses with the latest technology through a full suite of financial services, including retail banking, commercial banking, mortgage lending and wealth management.
Prior to joining BankPlus, Varney was the Vice President of Operations at SunCom Wireless. She earned a bachelors in Business Administration and Marketing from the University of Mississippi.
41. Neetu Bhagat
CU Direct
Neetu Bhagat is the Chief Financial Officer of CU Direct, first joining the company in 2016. CU Direct helps credit unions, dealers, and affinity groups succeed. They are committed to bringing innovation and expertise to indirect lending, consumer and mortgage loan origination, point-of-sale, digital retail, analytics, marketing and CRM, auto shopping, and business process outsourcing.
Before joining CU Direct, Bhagat was the Corporate Controller at Ontellus and before that a Director of Finance at Allergan. Earlier in her career, she worked with PricewaterhouseCoopers as an Auditor. Ms. Bhagat earned an MBA and an undergraduate degree in Accounting from Delhi University, India.
42. Catherine Hui
Elevate
Catherine Hui began her professional career 16 years ago. Today, she is the Chief Financial Officer of Elevate. Elevate is one of the world's leading professional services firm specializing in enhancing supply chain social, environmental and business performance.
Hui first got her start in 2005 as a Business Development Manager for Asia Pacific at Medtronic. From there, she went on to Stryker, before eventually rising to Director of FPNA & Strategy at Pandora Jewelry Asia Pacific, her most recent position prior to joining Elevate. Hui graduated from The Hong Kong University of Science and Technology with an MBA.
43. Logan Marcus
Appreciation Financial
Logan Marcus is the General Counsel and Chief Compliance Officer for Appreciation Financial, a full-service retirement planning company serving the unique needs of public employees and their families and an Inc. 5000 fastest-growing company two years in a row (2018 & 2019). Their mission is to help public employees make their income last their entire lifetime because everyone deserves to have a comfortable retirement.
Marcus first got her start as a Law Clerk for The Law Offices of Stephen G. Cline before rising to a Contract Attorney. Later, she moved to McCarthy Holthus LLP where she was an Associate Attorney. She also spent time at King & Ballow as an Associate Attorney where she was one of only two associates working on the precedent-setting copyright infringement trial, Pharrell Williams, et al. v. Bridgeport Music, et al., that resulted in a jury award of more than $7,000,000 and was upheld on appeal. Prior to joining Appreciation Financial, Marcus was a Contract Attorney with Present Future Films, Inc. Marcus graduated from Syracuse University with a Bachelor of Arts degree in Psychology and from California Western School of Law with a J.D.
44. Amy Klotz
Advisors Excel
Amy Klotz is the Chief Financial Officer of Advisors Excel. She first joined the company in 2010. Advisors Excel takes a holistic approach to help independent financial professionals build dynamic practices so they are free to create the businesses and lives they want while helping their clients create their desired retirement lifestyles as well.
Previously, Klotz was an owner at Klotz Accounting Services Inc and before that an accountant at CBIZ MHM, LLC. Earlier in her career, she worked with Columbian Bank and Trust as a loan processor. Klotz earned an MBA and an undergraduate degree in Accounting from Washburn University.
45. Amie Pala
Farm Credit Bank of Texas
Amie Pala began her professional career 21 years ago. Today, she is the Chief Executive Officer of Farm Credit Bank of Texas. Farm Credit Bank of Texas has been the leading source of credit and financial services for agriculture and rural America since 1916. They are part of the Farm Credit System, the nation's single largest source of loans for agriculture, agribusiness, rural real estate and country homes.
Pala first got her start in 2000 as a Vice President of Finance and Treasurer at Farm Credit Bank of Texas. Pala graduated from the University of Dallas with an MBA and from the University of Texas at Austin with an undergraduate degree in Banking, Corporate Finance and Investments.
46. Lisa O'Neill
Lake City Bank
Lisa O'Neill is the Executive Vice President and Chief Financial Officer of Lake City Bank. She first joined the company in 2014 as SVP, Chief Investment Officer, and Co-Chief Risk Officer. Lake City Bank is a bank that offers equal housing lending, and financial services. Founded in 1872, Lake City Bank has now grown to $6.2 billion in assets and serves communities across Indiana.
Previously, O'Neill was a Chief Financial Officer at Bank First National - Manitowoc and before that a Controller and Director of Financial Reporting at The PrivateBank. Earlier in her career, she worked with Arthur Andersen as a Senior Manager. O'Neill earned a master’s degree in Accounting from DePaul University and an undergraduate degree in Economics and French from Amherst College.
47. Jasmine Lee
Acorns
Jasmine Lee began her professional career 20 years ago. Today, she is the Chief Operating and Financial Officer of Acorns. Acorns is a finance company that allows individuals to round up purchases and automatically invest the change.
Lee first got her start in 2001 with Ernst & Young. From there, she went on to Zolfo Cooper, before eventually rising to Chief Financial and Operating Officer at PayPal, her most recent position prior to joining Acorns. Lee graduated from the University of Virginia with an MS in Accountancy and from the University of Florida with an undergraduate degree in Finance.
48. Katherine Bader Courtney
GreenState Credit Union
Katherine Bader Courtney is the Chief Operating Officer of GreenState Credit Union. She first joined the company in 2018. GreenState Credit Union is a federally insured financial services company that is member owned. Its services are available within 18 locations across Iowa for anyone working or living in the state. For nearly 80 years the credit union has grown to over $5.5 billion in assets and over 200,000 members.
Previously, Courtney was the Chief Administrative Officer at Northern Trust Corporation and before that a Senior Manager at Charles Schwab. Earlier in her career, she worked with PriceWaterhouseCoopers as a Management Consultant for CRM/data warehouse practice. Courtney earned an MBA from The University of Chicago Booth School of Business and an undergraduate degree in Finance from the University of Iowa.
49. Becca Boyd
SmartBank
Becca Boyd is the Executive Vice President and Chief People Officer at SmartBank. She first joined the bank in 2016 as the Vice President and Director of Human Resources. SmartBank delivers exceptional banking solutions like checking, savings, investing, and planning to help their customers meet their goals. Their vision is to build exceptional value for their brand and for their shareholders, associates, clients, and communities by delivering more than they think possible.
Prior to joining SmartBank, Boyd was the Director of Human Resources at Weigels Inc. Before that, she was the Senior Manager of Human Resources at Sysco and also Keller Group, LLC. She first got her start in 1999 as a Senior Human Resources Admin with Fingerhut. Boyd graduated from Tusculum University with a bachelors in Organizational Management.
50. Stephanie Zuleger
Georgia United Credit Union
Stephanie Zuleger is the Chief Lending Officer of Georgia United Credit Union. Georgia United Credit Union is an award-winning financial institution. Established in 1958, Georgia United is ranked as one of the largest and strongest credit unions in Georgia. Zuleger has 18 years in the banking industry. She began her career in 2003.
Before joining Georgia United Credit Union, Zuleger was a Senior Vice President and Chief Experience and Lending Officer at Y-12 Federal Credit Union. Before that she was a Lending Sales Manager at Motorola Employees Credit Union. Earlier in her career she worked with San Diego County Credit Union as a Member Service Supervisor. Zuleger graduated from Pepperdine University Graduate School of Education and Psychology with a EdD and MBA and from Cardinal Stritch University with an undergraduate degree in Business Management.
51. Priscella Cervantes
Global Association of Risk Professionals
Priscella Cervantes began her professional career 23 years ago. Today, she is the Chief Financial Officer of the Global Association of Risk Professionals (GARP). GARP is a not-for-profit organization and the only globally recognized membership association for risk managers. GARP's mission is to advance the risk profession through education, training, and the promotion of best practices globally.
Cervantes first got her start in 1998 as a Supervising Senior Auditor at Wiss and Company. From there, she went on to Director of Operations for Europe/Canada at Merck, her most recent position prior to joining GARP. Cervantes graduated from Kean University.
52. Starla Harper
FCS Financial
Starla Harper is the Chief Financial Officer of FCS Financial. FCS Financial is dedicated to supporting agriculture and rural communities. They provide loans, leases, and related services to farmers, ranchers, rural homeowners, aquatic producers, timber harvesters, agribusinesses, and agricultural and rural utility cooperatives.
Harper has 30+ years of experience with FCS. SHe previously served as Director of Loan Accounting Operations and was promoted to her current role in 2019. Harper has a bachelor degree from Southeast Missouri University.
53. Cecilia Saez
Aspiration
Cecilia Saez is Chief People Officer at Aspiration and leads the strategic planning and execution of the company’s human capital plan across HR operations, talent acquisition, organizational development, performance, compensation, succession, culture, and DEI. Aspiration was founded to be the financial firm for everyone by offering everyday people access to the financial products they need, to give them the trust they deserve, and to both build value and honor their values at the same time.
Prior to joining Aspiration, Saez held positions as CHRO, VP of HR and Global Director across Tech, Retail and Finance industries, including Albert Financial, True Car, Patagonia, Washington Mutual-Chase, and Gallup Consulting. In her 20-year career span, Saez’s experience encompasses scaling high growth Tech companies, M&A, leading culture, solving business crises, and managing turnarounds. Saez earned a bachelors in Psychology from California State and a masters in Industrial and Organizational Psychology at Alliant International University.
54. Olivia Ferris
Capstone Partners
Olivia Ferris is the Director of Strategy and Operations at Capstone Partners. She first joined the firm in 2012 as an Associate before moving her way up to Vice President and Executive Director. Capstone Partners is one of the largest independently owned investment banking firms in the United States. For over 20 years, the firm has been a trusted advisor to leading middle market companies, offering a fully integrated range of expert investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle.
Prior to joining Capstone Partners, Ferris was an Assistant to the Office of the Dean at Daniels College of Business. She earned a bachelors in Finance from the University of Denver.
55. Kim Fitzsimmons
Talus Pay
Kim Fitzsimmons is the Chief Executive Officer of Talus Pay. Talus Pay is the premier choice for small business payment processing ensuring all transactions are seamless and secure, tailoring services perfectly to match each client. Fitzsimmons has 33 years in the financial services industry. She began her career in 1988.
Before joining Talus Pay, Fitzsimmons was a President of Global Merchant Service at J.P. Morgan and before that a Strategic Advisor and CEO at Cynergy Data. Earlier in her career, she worked with Concord EFS as a Senior Vice President and at H & F Services as a Principal and Founder. Fitzsimmons graduated from the University of Mississippi - School of Business Administration.
56. Jenny Hosfeld
Think Bank
Jenny Hosfeld is the President and Chief Banking Officer of Think Bank. Think Bank is an American mutual bank and has contacts, financials, and competitor information. Hosfeld has 28 years in the banking industry. She began her career in 1993.
Before joining Think Bank, Hosfeld was an Assistant Vice President Business Banker at Wells Fargo. Hosfeld graduated from the University of St. Thomas with an MBA and from Washington University in St. Louis with an undergraduate degree in Economics.
57. Patricia Hippe
Colorado Housing and Finance Authority
Patricia Hippe began her professional career 10 years ago. Today, she is the Chief Financial Officer of the Colorado Housing and Finance Authority. Colorado Housing and Finance Authority offers financial resources to strengthen homeownership, affordable rental housing, and businesses.
Hippie was previously a board member of Colorado Housing. She graduated from the University of St. Thomas with an MBA and from the University of Minnesota with an undergraduate degree.
58. Jinanne West
Wesley Financial Group, LLC
Jinanne West is the Chief Financial Officer of Wesley Financial Group. Wesley Financial Group is a consumer rights group that specializes in complete timeshare cancellation and timeshare debt elimination to individuals and families who have experienced fraud, misrepresentation, and/or lies during sales presentations. West has 21 years in the financial services industry. She began her career in 2000.
Before joining Wesley Financial Group, West was a Vice President of Finance at DesignWorks Investments and before that a Managing Director of Real Estate Finance at Corrections Corporation of America. Earlier in her career, she worked with Arthur Andersen & Co. as a Senior Auditor. West graduated from Belmont University with a master's degree in Accounting and from Rhodes College with an undergraduate degree in International Business.
59. Tara Smith
Rev Federal Credit Union
Tara Smith is the Senior Vice President and Chief Operating Officer of REV Federal Credit Union. She first joined the company in 2020. REV Federal Credit Union has been proudly serving the financial needs of its members since 1955. As a not-for-profit financial institution, REV is an active community partner that offers innovative banking solutions designed to enhance its members financial well-being.
Previously, Smith was a Senior Vice President and Chief Retail officer at DuPont Community Credit Union and before that a Vice President of Retail at Orion Federal Credit Union. Earlier in her career she worked with Chartway Federal Credit Union as a Contact Center Director.
60. Stephanie Teubner
Blue Federal Credit Union
Stephanie Teubner began her professional career 16 years ago. Today, she is the President and Chief Executive Officer of Blue Federal Credit Union. Blue Federal Credit Union engages in banking, insurance, and financial advisory services. Blue Federal Credit Union has more than 100 years of service to those who serve the public good in Colorado and Wyoming, including members of the Air Force and municipal employees.
Teubner graduated from the University of Wyoming with an MBA and an undergraduate degree in Business Administration and Management.
61. Teri Shepherd
Carson Group
Teri Shepherd is the President of Carson Group. She first joined the company in 2012. Carson Group serves financial advisors and investors through its businesses. They are dedicated to helping clients pursue their definition of true wealth through holistic financial planning, disciplined investment strategies, and proactive personal service.
Previously, Shepherd was a Corporate Controller at Transgenomic and before that an Executive Vice President, Chief Operations Officer, and Chief Financial Officer at QA3 Financial. Earlier in her career, she worked with Lutz & Company as a Staff Accountant. Shepherd earned an undergraduate degree in Business Administration and Accounting from the University of Nebraska at Kearney.
62. Jerilee Beaudoin
Sunmark Credit Union
Jerilee Beaudoin is the Chief Lending Officer of Sunmark Credit Union. Sunmark is a full-service, community chartered credit union serving New York through financial services, education, and empowerment. Beaudoin has 27 years in the financial services industry. She began her career in 1994.
Before joining Sunmark Credit Union, Beaudoin was a Chief Financial Officer at The Arc of Rensselaer County and before that a Vice President of Loan Administration at Pioneer Bank. Earlier in her career she worked with State Farm as an Assistant Shared Services Manager. Beaudoin graduated from University at Albany, SUNY with an MBA and from Siena College with an undergraduate degree in Accounting.
63. Marelys Asorey
Columbus Capital Lending, LLC.
Marelys Asorey is the Director of Finance of Columbus Capital Lending, LLC. Columbus Capital Lending is a banking firm that offers home loan, mortgage, and home financing services. Asorey has 20 years in the finance industry. She began her career in 2001.
Before joining Columbus Capital Lending, Asorey worked with Victus, Inc. and before that she was an Accounting Manager at Central Concrete Supermix. Asorey graduated from St. Thomas University with an MBA and MA.
64. Sheri Cann
F. H. Cann & Associates
Sheri Cann began her professional career 33 years ago. Today, she is the President F. H. Cann & Associates, first joining the company in 1999. F. H. Cann & Associates is a financial services company providing default prevention, debt collection, and account resolution solutions.
Cann first got her start in 1988 in medical records at Valley Medical Associates.
65. Susan Pressler
Populus Financial Group
Susan Pressler began her professional career 36 years ago. Today, she is the Executive Vice President and Chief Financial Officer of Populus Financial Group. Populus Financial Group offers a range of financial products and services delivered through retail and digital channels.
Pressler first got her start in 1985 as Controller for InteCom. From there, she went on to ACE Cash Express as a Vice President/Controller, her most recent position prior to joining Populus Financial Group. Pressler graduated from Bradley University with an undergraduate degree in Accounting.
66. Christina Skehan
Evergreen Trading
Christina Skehan is the Finance Director of Evergreen Trading. She first joined the company in 2019. Evergreen Trading is a media investment agency that creates significant incremental economic value for its clients.
Previously, Skehan was a Finance Director at Media Assembly and before that a Director of Client Finance at Kinetic Worldwide. Earlier in her career, she worked with Cohn & Wolfe as an Account Coordinator and with Laird + Partners as a Client Business Manager Skehan earned an MBA in Accountancy from City University of New York-Baruch College - Zicklin School of Business and an undergraduate degree from New York University.
67. Lisa Huguet
Capital Credit Union
Lisa Huguet is the Chief Financial Officer of Capital Credit Union. She first joined the company in 1991. Capital Credit Union is a credit union providing checking, savings, debit cards, loans, and more.
Prior to her role as CFO, Huguet held numerous positions in member service, back office support, training, information technology and analytics before landing in the accounting world. Huguet earned an undergraduate degree in Accounting from Lakeland University and an undergraduate degree in Economics from the University of Wisconsin-Green Bay.
68. Laurie Baker
The Summit Federal Credit Union
Laurie Baker is the President and Chief Executive Officer of The Summit Federal Credit Union. She first joined the company in 1996 as the Vice President of Lending. The Summit Federal Credit Union is a non-profit full-service financial cooperative. Baker has 25 years in the financial services industry. She began her career in 1996.
Baker graduated from the State University of New York at Binghamton with an MS in Social Science and from State University of New York College at Geneseo with an undergraduate degree in Sociology.
69. Sallie Krawcheck
Ellevest
Sallie Krawcheck is the CEO and Co-Founder of Ellevest. Ellevest was built by women, for women and provides an engaging investing experience to help their clients meet their financial goals in life. Krawcheck has 26 years in the financial services industry. She began her career in 1995.
Before founding Ellevest, Krawcheck was a chairman at Pax Ellevate Management and before that a CEO at Merrill Lynch Wealth Management and US Trust. Earlier in her career she served as CEO at several other companies like Sanford C. Bernstein & Co, Smith Barney and City Wealth Management. Krawcheck graduated from Columbia Business School with an MBA and from UNC Chapel Hill with an undergraduate degree in journalism.
70. Gilda Nogueira
East Cambridge Savings Bank
Gilda Nogueira began her professional career over 40 years ago. Today, she is the President and Chief Executive Officer of East Cambridge Savings Bank. East Cambridge Savings Bank is a full-service mutually-held savings bank that believes in connecting with customers.
Nogueira began her career as a part-time teller before moving up the ranks to her current role. She has previously served on the Massachusetts Bankers Association, on the American Bankers Association Banker Advocacy and Grassroots Committee and on the Federal Reserve Bank of Boston’s Community Depository Institutions Council. Nogueira is a graduate of Lesley University.
71. Pamela Heald
Reliant Community Credit Union
Pamela Heald is the President and Chief Executive Officer of Reliant Community Credit Union. The Reliant Community Federal Credit Union is committed to making a difference in the communities they serve by improving their members' financial lives and exemplifying the credit union philosophy of "people helping people" in all that they do. Heald has 37 years in the banking industry. She began her career in 1984.
Before joining Reliant Community Credit Union, Heald was an Assistant Manager at Citibank SLC. Heald graduated from Monroe Community College and Nazareth College.
72. Jane Larimer
Nacha
Jane Larimer began her professional career 25 years ago. Today, she is the President, Chief Executive Officer, Chief Operating Officer and General Counsel of Nacha. Nacha is a nonprofit organization that convenes hundreds of diverse organizations to enhance and enable electronic payments and financial data exchange within the U.S. and across geographies. Through development of rules, standards, governance, education, advocacy, and in support of innovation, Nacha’s efforts benefit the providers and users of those systems.
Larimer graduated from the University of Florida - Fredric G. Levin College of Law with a JD in law.
73. Lynn Byrd
Legence Bank
Lynn Byrd is the Chief Financial Officer of Legence Bank. She first joined the company in 2008. For more than 100 years, Legence Bank has offered a suite of personal and business financial solutions and competitive rates to meet individual needs, budget and lifestyle. They have provided a customer-focused commitment to quality that never stops for the individual, families, businesses and communities they serve.
Byrd earned an undergraduate degree in Accounting and Business Management from the University of Southern Indiana.
74. Marsha Majors
US Eagle Federal Credit Union
Marsha Majors is the President and CEO of US Eagle Federal Credit Union. US Eagle Federal Credit Union serves their members by providing financial products and services to help them attain personal financial success. Majors has 36 years in the financial services industry. She began her career in 1985.
Majors graduated from the University of Phoenix.
75. Gina Armstrong-Smith
Ubiquity Retirement + Savings
Gina Armstrong-Smith is the Vice President, Financial Controller of Ubiquity Retirement + Savings. Ubiquity is a growth-explosive entrepreneurial fintech company that has been trail-blazing and disrupting the industry since 1999. Armstrong-Smith has 34 years experience. She began her career in 1987.
Armstrong-Smith started her professional career with Ernst & Young. Before joining Ubiquity Retirement + Savings, Armstrong-Smith was the owner of Baysyd Kids. She was also previously with Gap Inc working on their corporate strategy & business development, merchandising, and finance. Armstrong-Smith graduated from Saint Mary's College of California with an undergraduate degree in Accounting.
76. Ashley Womack
Abrigo
Ashley Womack is the Chief Financial Officer at Abrigo, first joining the company in 2017. Abrigo is a leading technology provider of compliance, credit risk, and lending solutions that community financial institutions use to manage risk and drive growth.
Womack first started her career with PricewaterhouseCoopers before moving on to become Senior Director of Private Equity Performance Improvement at Alvarez & Marsal. She earned a bachelors degree in Finance and Marketing from New York University - Leonard N. Stern School of Business.
77. Raquel Shingleton
Coin Cloud
Raquel Shingleton is the Vice President of Compliance at Coin Cloud. She first joined the company in 2019 as the Director of Compliance. Coin Cloud is the world’s largest network of two-way digital currency machines. They provide the easiest way to buy and sell Bitcoin and other digital currencies, making vital financial services accessible to everyone, including the unbanked and underbanked.
Shingleton first got her start as a Compliance Manager with Mandalay Bay before moving on to become a Gaming Compliance Manager with The Cosmopolitan of Las Vegas. She was also the AML/SAR Manager for Las Vegas Sands Corporation. Her most recent position prior to joining Coin Cloud was with William Hall as the Director of Compliance.
78. Kristi Ross
tastytrade
Kristi Ross is the Co-CEO and President of tastytrade. She first joined the company in 2011. Tastytrade is a financial media company that offers trade and finance-related edutainment content for traders and investors.
Previously, Ross was a CEO and President at Dough Inc. and before that a Chief Financial Officer and Managing Director at thinkorswim. Earlier in her career, she worked with Chicago Securities Group as a Chief Financial Officer and Senior Vice President of Sales and Marketing. Ross earned an undergraduate degree in Accounting and Finance from St. Norbert College.
79. Karen Flores
GAN
Karen Flores began her professional career 24 years ago. Today, she is the Chief Financial Officer of GAN. GAN (GameAccount Network) is a global supplier of industry leading casino content, fast and flexible gaming systems, and turnkey social gaming. The company was founded in 2002 with the aim of capturing the emerging online skill-games market.
Flores first got her start in 1997 as a Senior Cost Analyst at The Clorox Company. From there, she went on to Microsoft, before eventually rising to Vice President of Corporate FP&A at Alorica, her most recent position prior to joining GAN. Flores graduated from San Jose State University with an undergraduate degree in Finance.
80. Becky Melton
National Bank of Blacksburg
Becky Melton began her professional career 9 years ago. Today, she is the Chief Credit Officer of National Bank of Blacksburg. National Bank has been serving the citizens of Southwest Virginia for well over a century. With 25 full-service branch offices and $1.2 billion in assets, the bank has grown along with our region’s dynamic economy while staying true to its community banking roots.
Melton was previously the Executive Vice President at Skyline National Bank, her most recent position prior to joining National Bank of Blacksburg.
81. Jennifer Thorn
Sulphur Louisiana
Jennifer Thorn is the Director of Finance for the of City of Sulphur, Louisiana, first taking on the role in 2016. Sulphur is referred to as “the pride of Southwest Louisiana”, drawing that slogan from citizens who take pride in their heritage, as well as the future of Sulphur.
Previously, Thorn was a Business Manager at Freedom Communications Inc. and before that a Finance Coordinator at Ford Park. Earlier in her career, she worked with Alternate Parts & Components as an Office Manager. Thorn earned an MBA in Accounting and Finance from LSU Shreveport and an undergraduate in Accounting from Lamar University.
82. Heidi Boswell
The Oechsli Institute
Heidi Boswell is the Chief Financial Officer of The Oechsli Institute. She first joined the company in 2015. The Oechsli Institute is a research-based coaching organization specializing in affluent sales and marketing that combines the academic with practical application. Much of their work focuses on the financial industry where they have researched wealth management teams, financial advisors, managers, wholesalers, and support personnel.
Previously, Boswell was a Credit Administration Officer at Carolina Bank and before that a Product Development Associate at RMIC. Boswell earned an MBA from the University of North Carolina at Greensboro and an undergraduate degree in Finance & Banking and Risk & Insurance from Appalachian State University.
83. Roxanne Daust
RangeBank
Roxanne Daust is the President and CEO of RangeBank. RangeBank is a full service, independent community bank, that focuses on meeting the financial needs of individuals. Daust has 24 years in the banking industry. She began her career in 1997.
Daust was previously the Executive Vice President at Range Bank. Daust graduated from Northern Michigan University with an undergraduate degree in Accounting and Computer Information Systems.
84. Caroline Willard
Cornerstone League
Caroline Willard is the President & CEO of Cornerstone League, first joining the company in 2017. Cornerstone League is committed to protecting their member credit unions while promoting their growth, strength, and unity. They provide enhanced and expanded products and services to credit unions, maintain a critical focus on advocacy and regulatory and compliance support, and increase its influence at a national level. Willard has 20 years in the banking industry. She began her career in 2001.
Before joining Cornerstone League, Willard was an Executive Vice President of Markets & Strategy at CO-OP Financial Services and before that a Vice President of Marketing & Strategic Planning at American First Credit Union. Willard graduated from Pepperdine Graziadio Business School with an MBA and from California State University, Fullerton with an undergraduate degree in Communications.
85. Maria Martinez
Border Federal Credit Union
Maria Martinez began her professional career 35 years ago. Today, she is the President and Chief Executive Officer of Border Federal Credit Union (BFCU). Headquartered in Texas, BFCU's mission is to serve a community of member-owners by providing diverse, competitive, and progressive financial services.
Martinez first got her start in 1986 as an Accounting Supervisor at Mission Savings & Loan. From there, she went on to serve as Comptroller at Generations Federal Credit Union, her most recent position prior to joining Border Federal Credit Union. Martinez graduated from Our Lady of the Lake University with an undergraduate degree in Accounting and Economics.
86. Olga Ayvazyan
FarmTogether
Olga Ayvazyan began her professional career 11 years ago. Today, she is the Head of Product and Engineering of FarmTogether. FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland. Their team and partners are cross-industry professionals with over 100 years of experience across farmland investing, agriculture and real estate in the US and globally.
Ayvazyan first got her start in 2010 as a Junior Relationship Manager at ING Bank (Eurasia). From there, she went on to Akshell, before eventually rising to Product Manager at Pronounce App, her most recent position prior to joining FarmTogether. She is also the Founder of Appjets Web Studio. Ayvazyan graduated from the Moscow Institute of Physics and Technology with a master’s degree in Physics and Mathematics.
87. Lea Ann Jackson
Oklahoma Bankers Association
Lea Ann Jackson is the Chief Financial Officer and Chief Operating Officer of the Oklahoma Bankers Association (OBA). The OBA works with banks to ensure they have the tools they need to support their communities. They provide fraud training programs to banks at no charge, they bring financial literacy programs to communities across the state and so much more. Jackson has 35 years in the banking industry. She began her career in 1986.
Before joining Oklahoma Bankers Association, Jackson was a Controller at Oklahoma Foundation for Digestive Research and before that a Senior Auditor at Deloitte & Touche. Jackson graduated from the University of Central Oklahoma with an undergraduate degree in computer science.
88. Holly Nickels
The Ryding Company
Holly Nickels began her professional career 12 years ago. Today, she is the Chief Financial Officer and Partner of The Ryding Company. She first joined the company in 2012 as Office Administrator. The Ryding Company offers a wide variety of retirement plan offerings for companies of any size in any industry.
Nickels first got her start in 2009 as an Accounts Receivable Specialist at Kravitz, Inc before moving on to GE to work in Private Asset Management. She also served as the Operations Manager of Private Client Group.
89. Tricia Parker
My Credit Guy
Tricia Parker is the Founder and Chief Financial Officer of My Credit Guy. She first founded the company in 2015. My Credit Guy is a full-service credit restoration company. They work with clients from across the entire United States and pride themselves on delivering the greatest all-around service to their customers and referral partners.
Previously, Parker was a Director of Inside Sales at Heartland Credit Restoration. Courtney earned an undergraduate degree in Hospitality Administration and Management from Kirkwood Community College.
90. Katie Feders
iLoan
Katie Feders is a Branch Manager at iLoan, a trusted lender backed by OneMain Financial with over 100 years of successful history. She currently serves the Greater Minneapolis/St. Paul area. Feders has nearly 20 years in the banking industry.
Feders first got her start in banking as a Mortgage Loan Officer with Union River Mortgage before moving on to RiverCity Mortgage & Financial where she was also a Mortgage Loan Officer. Her most recent position prior to joining iLoan was with Gradient Home Mortgage as a Loan Officer.
91. Nikki Baker
Bellco Federal Credit Union
Nikki Baker is the Chief Financial Officer of Bellco Federal Credit Union, a not-for-profit, member-owned financial institution. They provide affordable accounts, competitive loan terms, and convenient, cutting-edge services. They have remained a trusted fixture in their dynamic community for over 80 years. Baker has 12 years in the banking industry. She began her career in 2009.
Before joining Bellco Federal Credit Union, Baker was a Financial Analyst at Fenner Drives. Baker graduated from Alvernia University with an MBA and from Penn State University.
92. Donna Jackson
South Central Kansas Economic Development District
Donna Jackson is the Chief Financial Officer of the South Central Kansas Economic Development District (SCKEDD). SCKEDD is a non-profit, membership organization that promotes economic and community development. They provide small business loans; weatherization services for low-income homeowners; and community grants for community improvement, rural development, and public works within our 40-county region in South Central Kansas.
93. Margaret Hixon
Vimvest
Margaret Hixon began her professional career 32 years ago. Today, she is the President and Co-Founder of Vimvest. Vimvest is an app that helps individuals invest, save, and give all at once. From investing like a pro for the long-term, to saving for a vacation in the short-term, Vimvest helps their clients do more with their money.
Prior to founding Vimvest, Hixon was the President and Founder of CD Central LLC.
94. Victoria Saxton
Small Business Assistance Corporation
Victoria Saxton is the Chief Financial Officer of Small Business Assistance Corporation. She first joined the company in 2015 as a controller. Small Business Assistance Corporation is a non-profit organization that offers loans and technical assistance to small businesses.
Previously, Saxton was an Office Manager at Coastal Children's Advocacy Center. Saxton earned a master's degree in Accounting from Georgia Southern University - College of Business Administration and an undergraduate degree in Accounting from Savannah State University.
95. Samantha McDonald
Black Dragon Capital
Samantha McDonald is the Vice President of Finance of Black Dragon Capital. Black Dragon Capital is an investment capital company focused on software and technology.
McDonald has almost 20 years of experience in finance and investments. She began her career as a Senior Accountant with Deliotte before eventually going on to serve as Chief Financial Officer of Software Technology Inc and Vice President of Finance at Grayscale Investments. Previously, McDonald was Chief Financial Officer at Flat World Partners and before that a Chief Financial Officer and Chief Operating Officer at the World Gold Council.
96. Melanie Richardson
First Commercial Real Estate Services Corporation
Melanie Richardson began her professional career 31 years ago. Today, she is the President of First Commercial Multifamily Management Services and the Vice President and CFO of First Commercial Real Estate Services Corporation. First Commercial Real Estate is a brokerage and consulting firm that specializes in the sale of multifamily properties in the central states region and the sale of land in the state of Oklahoma.
Richardson first got her start in 1990 as a property manager at Judwin Properties before moving on to Travel Coordinator at Travel Associates, her most recent position prior to joining First Commercial. Richardson graduated from Oklahoma State University with an undergraduate degree in Interior Design.
97. Beatriz Acevedo
The Oechsli Institute
Beatriz Acevedo is the CEO & Co-Founder Suma Wealth, first starting the company in 2020. Suma is a revolutionary financial wellness company with the mission to engage, educate, and empower the Latinx community via a holistic approach of Digital Media, Experiences, and FinTech.
Previously, Acevedo was a Founder and President at mitú and before that a Founder and President at HIP Entertainment. Acevedo earned an undergraduate degree in Marketing Communication from the University of California, San Diego.
98. Mindy Diamond
Diamond Consultants
Mindy Diamond is the Founder and Chief Executive Officer of Diamond Consultants, a financial services recruiting & consulting firm that helps advisors at traditional brokerage & independent firms. They assist with guiding their clients through the processes of recruitment, mergers and acquisitions, and succession planning with a key focus in mind: to serve as sounding board and trusted partner for the next stage of their business lives. Diamond has 37 years in the financial services industry. She began her career in 1984.
Before founding Diamond Consultants, Diamond was a Staff Auditor at Ernst & Whinney. Diamond graduated from George Washington University with an undergraduate degree in Accounting.
99. Lauren Forshey
Revival Healthcare Capital
Lauren Forshey is the President of Revival Healthcare Capital. Revival Healthcare Capital is a private equity firm specializing in the medical device and diagnostic sectors of healthcare. Forshey has 14 years in the venture capital and private equity industry. She began her career in 2007.
Before joining Revival Healthcare Capital, Forshey was a Director of Operations at PTV Healthcare Capital. Forshey graduated from The University of Texas at Austin - Red McCombs School of Business with an undergraduate degree in Finance.
100. Casey Halliley
Sqwire
Casey Halliley began her professional career 22 years ago. Today, she is the Senior Vice President of Financial Education of Sqwire. Sqwire helps low-to-moderate income families realize their financial promise through financial education.
Halliley first got her start in 1999 in Institutional Sales of Foreign Exchange at Citigroup. From there, she went on to Barclays Capital selling Structured Credit Products to hedge funds. After leaving Wall Street, she started Wealthology, where she created a program teaching financial literacy to students and professionals. In 2020 Wealthology was acquired by Sqwire, where Halliley currently works. Halliley graduated from NYU with a master’s in Public Finance and from Providence College with an undergraduate degree in Sociology.