Transcription of Advisory Board Members - Olin Business School
1 The Wells Fargo Advisors Center for Finance and Accounting Research Advisory Board Members Stephanie Adams EVP- Head of Trust Services, TIAA-CREF Trust Company Stephanie has twenty-five years of experience in the financial services industry, specifically focused in the areas of wealth management and trust administration. Prior to joining TIAA, FSB ( TIAA Trust ), Stephanie served as Senior Vice President and Director of the California Trust Center for Wells Fargo Bank, In this capacity, she had full responsibility for the leadership of the Center which handled the administrative and risk management activities for over 23,000 trust and investment management accounts. Her team of fiduciary professionals was responsible for all personal investment and fiduciary accounts in the state of California.
2 In addition, she led the national philanthropic services administrative team for the organization. Prior to serving as Trust Center Director, she was the Regional Fiduciary Manager for two national products that Wells Fargo Wealth Management offered to Wells Fargo Advisors'. team of over 14,000 financial advisors. Before joining Wells Fargo, Stephanie served as Managing Director for the Wealth Management Division of Unified Trust Company, Previously, she was Senior Vice President and Wealth Management Group Director for the states of Kentucky and Tennessee for Branch Banking & Trust (BB&T) which is headquartered in North Carolina. In addition to her career accomplishments, Stephanie has been active in the community. She currently serves as a Board Member for both the Mathews-Dickey Boys' & Girls' Club and Provident, Inc.
3 She is an Advisory Board Member for the Wells Fargo Advisors Center for Finance and Accounting Research at Washington University in St. Louis. Additionally, she serves on the Investment Committee for Forest Park Forever. Stephanie earned her Bachelor of Business Administration (magna cum laude) and her Masters of Business Administration from Morehead State University. She also holds the designations of: Certified Trust and Financial Advisor (CTFA), Certified IRA Services Professional (CISP) and Chartered Mutual Fund Counselor (CMFC). She has passed Level 1 of the Chartered Financial Analyst (CFA) examination. Vivek Bedi Vice President & CFO, Nestle Purina Latin America & Caribbean Vivek has an MBA in Finance & Accounting from Texas A&M. University and a in Mechanical Engineering from Manipal University India.
4 He has been with Nestl for 21 years in various Finance roles. From 1997 to 2000, he led restructuring projects in North America. He joined Nestl Purina in 2001 and has steadily increased his responsibilities. His roles have included Product Supply Controller; Director of Financial Analysis for Cat & Snacks Portfolio, Head of Finance for the Strategic Business Unit. In 2013 Vivek was promoted to his current position, where he has been instrumental in driving portfolio optimization and Business model restructuring, resulting in double-digit top-line growth and profit improvement. He also played a key role in developing a high- performance team and directed important transformational initiatives. Vivek and his wife love to spend time with their two daughters and enjoy cooking and traveling. Paul Bland Global Head Business Operations, Thomson Reuters Paul Bland has overall leadership responsibility for the order to cash Business processes and their operation for all Thomson Reuters divisions.
5 This includes all order management, order fulfillment, billing, credit management, collections and cash applications. Bland is accountable for ensuring externally audited compliance standards, Business performance and customer satisfaction goals are met. Bland also lead a number of supporting functions such as management reporting, learning & development, process design and Business critical data. James Bullard President and CEO, Federal Reserve Bank of St. Louis James Bullard, as president and chief executive officer of the Federal Reserve Bank of St. Louis, participates in the Federal Open Market Committee (FOMC) and directs the activities of the Bank's head office in St. Louis and of its branches in Little Rock, Ark., Louisville, Ky., and Memphis, Tenn. An economist, Dr. Bullard joined the Bank in 1990.
6 His research has appeared in numerous professional journals, including the American Economic Review, the Journal of Monetary Economics, Macroeconomic Dynamics and the Journal of Money, Credit and Banking. A peer reviewer for many periodicals, he currently serves as co-editor of the Journal of Economic Dynamics and Control. Since becoming president in 2008, Bullard has called for the FOMC to adopt state- contingent policy and to give greater consideration to headline inflation than core inflation when deciding monetary policy Spencer Burke Principal, The St. Louis Trust Company Spencer B. Burke is responsible for marketing and the evaluation of private investment opportunities at The St Louis Trust Company. Prior to joining the firm, Spencer served in senior management positions and was responsible for the investment banking operations at both Edwards and edward jones , LLP.
7 He was also a partner in the corporate and securities law department of Bryan Cave LLP. Spencer began his career in corporate law and finance with Sullivan & Cromwell in New York City. He earned both his Bachelor of Arts degree in Economics and his JD from the University of Pennsylvania. Spencer is very active in numerous non-profit organizations in St. Louis, including Opera Theatre of St. Louis, the Mercantile Library, the Radio Arts Foundation and the Nine Network. He is an Adjunct Lecturer of Family Business at the Olin School of Business at Washington University and serves on the Board of the Mallinckrodt Foundation (a provider of research grants for medical research). Spencer's other outside interests include opera, sports (golf and tennis) and bridge. Scott Cochran Executive Vice President, Reinsurance Group of America Scott Cochran is an Executive Vice President of Reinsurance Group of America, Incorporated, and a member of RGA's Executive Council.
8 He is responsible for the oversight of RGA's Global Acquisitions team, which provides support for risk, capital and strategic needs to clients across all of RGA's markets. Scott first joined RGA in early 2005, and until January 2011, was responsible globally for enterprise risk management and various actuarial areas at RGA. Until January 2011, he was also RGA's Chief Risk Officer, and until April 2013, was also responsible for oversight of RGA's Global Financial solutions team. He has more than 19 years of experience with a range of insurance and reinsurance markets and product lines. Prior to joining RGA, Scott served numerous product development and management roles for CNA/Swiss Re and other organizations. Katherine Fogertey Vice President, Goldman Sachs Katherine Fogertey, Vice President, is a Derivatives Research Strategist whose key focus is on option markets and ETFs.
9 She works closely with the fundamental analysts in the Global Investment Research department to develop catalyst-based option trade recommendations across stocks and ETFs. Many of these recommendations can be found in the Weekly Options Watch, for which Katherine has been the lead author since 2010. In addition, she analyzes various aspects of the ETF and ETF options markets, including sentiment, impact, flow and market structure. Katherine began her career at Goldman Sachs in April 2005 as a research analyst covering Technology stocks. During her time at the firm, she held a position in the Securities division on the derivatives trading desk. She began her career in 2003 as a buy-side equity research assistant at a St. Louis based boutique investment firm that managed $5bn in assets. There, she focused on small and mid-cap investment opportunities, and helped the firm start a mid-cap portfolio.
10 Katherine is a co-head of the America's Global Investment Research Women's Network and head of the Washington University in St. Louis recruiting team at Goldman Sachs. She sits on an Advisory Board for Washington University in St. Louis Olin School of Business . She graduated in December 2004 with a BSBA in Finance, Accounting, and International Business from Washington University in Saint Louis. Rock Foster Chief Financial Officer, Nestle Purina Petcare Rock Foster is Chief Financial Officer for Nestl Purina PetCare Company, headquartered in St. Louis, Missouri. Rock began his professional career with KPMG in 1980 as an Auditor and Certified Public Accountant. He joined Baxter Healthcare in 1986. as an Internal Audit Manager where he became part of the Clintec joint venture. At Clintec, he held various positions of increasing responsibilities, including Vice President of Finance and Operations.