Introducing the Class of 2017 Academy of Women Leaders
(Updated as Nominations are Made up to the Date of the Event)
Sue Avinir is Chief Operating Officer at S&P Global Platts, the leading global provider of information and benchmarks for the energy and commodity markets. Sue oversees overall operations and new acquisition integration. Prior, Sue led operations for Platts Content, supporting the pricing, news and analytics functions, and was Vice President, Business Process Management, for Commodities and Commercial Markets, and S&P Global Ratings.
Sue is a dedicated advocate for advancing women through the company’s WINS group (Women’s Initiative for Networking and Success), including Board membership, programming guidance and formal mentoring.
Sue also spent numerous years in management consulting, focusing on strategic and organizational transformation for the professional services and consumer sectors.
Sue holds a Bachelor of Science in Management Information Systems from The University of Albany, and an MBA from New York University, Leonard N. Stern School of Business. She is an active supporter of Jewish organizations in her Westchester community.
Ms. Aza is a Managing Director and the Corporate Secretary of MSCI Inc. She joined MSCI in 2007 shortly after its IPO and helped establish and then lead the Legal Department’s role in advising the Board, CEO, CFO and the Finance, HR, Marketing and Investor Relations teams on public company reporting and U.S. corporate governance obligations.
Prior to joining MSCI, Ms. Aza worked as a corporate securities lawyer at the law firm of Milbank Tweed Hadley & McCloy LLP.
Ms. Aza has a B.A. from Southern Methodist University and a J.D. from the University of Virginia Law School.
Ms. Aza provides pro bono representation to unaccompanied minors in the immigration process with the Safe Passage Immigration Project. She has also served as a mentor with various organizations, including the Everybody Wins! Power Lunch Program. Ms. Aza is also involved in mentoring opportunities and other company-sponsored philanthropic activities within MSCI.
Davis Polk & Wardwell LLP and MSCI salute Cecilia Aza for her professional accomplishments and unwavering commitment to inspiring others through thoughtful leadership and community involvement.
Construction Manager in Queens Construction Management—Gas, has worked at Con Edison for 16 years. She began as a member of the GOLD (Growth Opportunities in Leadership Development) program and has held positions of increasing responsibility in the company’s Finance and Gas departments. These include Tax Accountant and Senior Analyst in Corporate Accounting, Manager in Gas Operations Support, and Section Manager in Queens Gas Capital Construction. Sarrina received her Bachelor of Business Administration in Accounting from Baruch College. She has a Master of Science in Environmental Management and an MBA from UMUC. She has completed the GTI – Registered Gas Distribution Certification Program and has attended the Con Edison Business Academy. Ms. Banks serves as a mentor for Con Edison employees in both the GOLD and Corporate Mentoring Programs. She is a member of the New Jersey Performing Arts Center and the Linwood Parent Teacher Student Organization.
Lori Beer is the Global Chief Information Officer (CIO) of JPMorgan Chase & Co., responsible for the firm’s technology systems and infrastructure across all of the firm’s businesses globally. Beer manages a budget of more than nine billion dollars and over 40,000 technologists supporting JPMorgan Chase’s Retail, Wholesale and Asset Management businesses. She also serves as a member of the firm’s Operating Committee.
Beer joined the firm in 2014, and most recently was the Chief Information Officer for the Corporate & Investment Bank (CIB). Prior to joining the firm she was executive vice president of Specialty Businesses and Information Technology for WellPoint, Inc. She was responsible for a $10 billion business unit which included WellPoint’s Specialty Products.
Beer was featured in efinancialcareers, Fintech, funky offices and not being “one of the guys”, April 2017; MIT Sloan Management Review, The Digital Transformation of Healthcare, April 2013; Fortune Magazine’s Leadership Series, An Insurer’s High-Tech Reboot, September 2012; was named a Computerworld 2011 Premier 100 IT Leader and was the 2011 National Association for Female Executives Women of Excellence Health Care Champion.
Beer earned a Bachelor of Science degree in Computer Science from the University of Dayton.
Terryl Cote is a Principal in KPMG’s Contract Compliance Services practice. She has experience leading operational, financial, and third party contract compliance engagements globally. Terryl focuses on quality management including operations and process improvement in high tech environments driving value to clients through cost recoveries and process improvements.
She is an active member of KPMG’s Network of Women (KNOW), co-chairing its New York Chapter, and mentoring and career coaching young professionals to help them be successful and advance their careers.
Terryl believes education is key to empowerment and independence for all women, and is involved in organizations that support education for young girls. She has been an active supporter of Harlem RBI providing mentoring and support to young high school girls. Terryl currently sits on the board for Girls Inc. of NY. Girls Inc. inspires girls to be strong, smart, and bold and encourages young girls to pursue STEM education.
Lisa Davis is the Global Head of Enterprise Services within Treasury and Trade Solutions at Citigroup and is responsible for the delivery of best-in-class enterprise platforms in billing, core banking and Client Relationship Management, as well as business and process transformation in data management and digitization. Her team is responsible for ensuring global platforms deliver capabilities and functionality that enable consistency and standardization, focus on innovation and big data initiatives through data discovery that incentivize business expansion, and leverage digitization as a best practice.
In addition to her responsibilities, Ms. Davis is co-chair of the TTS NA Diversity Operating Committee and she serves on the Senior Steering Committee of the Citi LGBT/PRIDE Network.
Ms. Davis received her M.B.A from Baruch College, Zicklin School of Business and a Bachelor’s degree from Long Island University. Ms. Davis is also a veteran of the United States Air Force.
Donna has been involved with PwC’s Earn Your Future program for the past 5 years and is dedicated to developing the financial skills of young people in our communities. Specifically she and fellow PwC volunteers instruct six classes a year for the 3rd through 5th graders at PS 170 in Bay Ridge, Brooklyn. Having been born and raised and still living in Brooklyn, Donna is passionate about the nature of the volunteer work at PS 170 and embraces her responsibility in helping to build the skills of future business leaders for the benefit of our communities and economy.
Donna is a Principal in the New York Financial Services Risk Assurance practice with 26 years of experience working with clients to provide audit and advisory services addressing business process and technology operations. Donna’s client responsibilities have included third party assurance/internal control assessments (SOC1/2, AUP, AT101 and readiness reviews), Section 404 project management and application pre and post-implementation reviews. Donna has specialized in the delivery of assurance and advisory services at global financial institutions including several of the largest US bank holding companies, investment banks and foreign banks. Donna has led the delivery of these services covering a number of operational areas including loan servicing, card services, prime brokerage, trust services and trading operations.
Her current clients include JPMorgan Chase, Banco National de Paribas, Banco Popular de Puerto Rico and Banco Santander.
Donna is a Certified Information Systems Auditor.
Lisa Dolly is the CEO for Pershing, a BNY Mellon company, providing leadership for the Pershing family of companies in 23 locations worldwide. Pershing provides global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms, and wealth managers. She has been with the firm for over 25 years and is a member of BNY Mellon’s Senior Leadership Team. She is a passionate advocate for developing talent and bringing diversity and multiple voices to build the best teams.
Lisa has served as chairperson of the Securities Industry and Financial Markets Association (SIFMA) Operations and Technology Steering Committee and has served on cross-industry committees with DTCC. In addition, she volunteers her time with the 30% Club mentoring aspiring professional women. In 2016, Lisa was named to the “Women to Watch” list by InvestmentNews and the “50 Most Influential Women in Private Wealth” list by Private Asset Management magazine
Monique Henley is Director, Investments & Development for Rockefeller Group. She is responsible for managing the development process of assets throughout the Southeast including land-use and investment analysis, building design, financing, marketing, leasing, and disposition. Her duties also include collaborating with executive management in the formulation of investment strategies. Ms. Henley’s experience includes mixed-use, residential, office and industrial assets. Prior to joining Rockefeller Group, she worked at RREEF (Deutsche Bank Asset Management), where her responsibilities included developing real estate and infrastructure commingled funds. Previously, Ms. Henley held positions at REIS performing real estate market research. She has a Master of Science degree in Real Estate, with a concentration in finance, from New York University, and a Bachelor of Arts degree in Economics from Smith College.
As a Managing Director in WMA International, Catherine supervises a team covering over 30 international markets. As a result of her success in consistently exceeding her goals, Catherine is a multi-year member of the Leadership Council of Wealth Management Americas. She has also been twice named among the Top 10 Branch Managers of the year by the “On Wall Street” financial industry publication.
Catherine regularly speaks at financial industry events, and mentors UBS employees. She also helps inner city high school students learn about the finance industry thorough her volunteer work along with some of her other WMA International peers with the NY Urban Assembly School for Business for Young Women. In addition she also hosts events to raise funding and awareness in the fight against breast cancer with the Susan G. Komen organization.
Catherine embraces the complexity of our business as a challenge and not as an obstacle. She sees her leadership role as equal parts teacher, coach, and risk manager. Her quest lies in leading the top location for international wealth management advisors in the business.
Catherine is a mother of three, and lives in Bronxville, NY with her husband George.
UBS salutes Catherine Lapadula for her tireless dedication to her growing team in WMA International, and her commitment to her work with YWCA and all women and youth in the community.
Annette Long currently serves as Vice President, Central Support Services at Berkeley College. She began her career at Berkeley in 1978 in the Accounting Department as a Payroll Clerk and served in multiple positions prior to moving to her current role in 1992. Ms. Long’s contributions to Berkeley over the past 39 years have been instrumental in driving Berkeley’s mission forward. Throughout her tenure at the College, she has mentored staff members and has played key roles in several college-wide initiatives such as All Associates Days, Community Services Days, presidential inaugurations, and anniversary year celebrations. Ms. Long has also managed various charitable efforts for Berkeley, including fundraising walks for the American Heart Association and the Juvenile Diabetes Research Foundation.
Claire O’Connor is a Managing Director and Head of Loan Capital Markets & Acquisition Finance at Barclays. She focuses on the origination and structuring of corporate and acquisition financing, capital structure and funding solutions for major corporate clients, and has led a number of the industry’s largest global capital raises. Under her leadership, Barclays was awarded Loan House of the Year by International Financing Review (IFR). In the US, Claire is Chair of Barclays Capital Commitment Committee and Investment Banking Distribution Committee.
Highly focused on recruiting, mentoring and developing diverse talent, she is also Chair of Barclays Women’s Initiative Network (Win), Chair of the US Banking Diversity Committee, Co-Chair of NYU and Mount Holyoke recruiting and sits on the Early Careers committee. Claire recently served on the Board of the Metro NY Chapter of the US National Committee for UN Women and its Executive Committee.
Andrea Pfenning is President and Chief Operating Officer of BNY Mellon Government Securities Services Corp. (GSS Corp.), a wholly owned subsidiary of BNY Mellon, which settles U.S. Treasury, government agency, government mortgage-backed securities and U.S. tri-party repo transactions. She also serves on its Board of Directors. In addition, Andrea leads the institutional relationship management and client services teams for Broker-Dealer Services.
Previously, Andrea was a client executive in Global Client Management’s Financial Institutions Group, covering a number of the company’s largest broker-dealer relationships. Fluent in German, she gained international experience while based in the Frankfurt office, supporting financial organizations in Austria and Switzerland.
Andrea is a global co-chair of the BNY Mellon Women’s Initiatives Network, member of the SIFMA Government Operations Committee and member of Federal Reserve’s Wholesale Securities Advisory Group. She has a Master of Business Administration in Finance from New York University and a Bachelor of Arts in Marketing from Baruch College.
Mary Ann Picciotto
Mary Ann Picciotto is the Chief Compliance Officer of OppenheimerFunds. She is responsible for all aspects of regulatory compliance for OppenheimerFunds and its affiliated entities, which include five investment advisers, three commodity pool operators and advisors, two transfer agents, a broker-dealer, and a state-chartered trust company that provide services to more than 100 mutual funds and dozens of institutional accounts. Mary Ann joined the firm in March 2014.
Before joining the firm, Mary Ann worked for Morgan Stanley, where she most recently was Managing Director, serving as Global Head of Compliance for Morgan Stanley Investment Management and Chief Compliance Officer for the Morgan Stanley Funds. Previously, she worked for PricewaterhouseCoopers on the Assurance and Business Advisory Services team in the Investment Management Services division.
Mary Ann received her B.B.A. in Accounting and her M.B.A. from the Lubin School of Business at Pace University. She is also a Certified Public Accountant.
Randi Rosen is the Global Head of Compliance Technology Services, a division of Citigroup’s Chief Technology Office’s (CTO) Global Functions Technology Services (GFTS) Organization. In this role, Randi oversees a challenging portfolio including software to support Anti-Money Laundering and Counter Terrorist Financing, Market and Electronic Communication Surveillance, and Information Barrier and Fraud Surveillance. In addition to her accomplishments in the Information Technology field, she is equally distinguished by her dedicated work ethic, and her great commitment to employee development. Before coming to Citi, Randi had performed progressive IT roles at JP Morgan Chase, Morgan Stanley, IBM Global Services, and Bell Laboratories/Lucent Technologies.
Randi has a M.S. in Engineering, Computer and Information Science from the University of Pennsylvania and a B.A. in Computer Science from Rutgers College. She actively serves the community through her support of the Children’s Specialized Hospital and the Valerie Fund.
Citigroup salutes Randi Rosen for her outstanding professional accomplishments in the field of Information Technology, along with her unwavering commitment to employee development and service to the community.
Again, congratulations on being such as deserving recipient of this award.
Allyson Schlesinger is a Managing Director at Citibank, where she serves as Division Leader for the retail bank’s New York City and New Jersey branch network. She oversees hundreds of staff and is responsible for a full range of banking solutions ranging from wealth management to small business banking. She is an active member of the U.S. Consumer Banking leadership team, where she helps transform the service and sales model to adapt, innovate and remain at the forefront of the changing landscape of retail banking. She is passionate about customers and Citibank’s ability to deliver an innovative and differentiated service experience that leverages digital capabilities coupled with personalized advice.
Since joining Citi 20 years ago, Allyson has also managed branches and held leadership positions overseeing projects and product development spanning Citi corporate and commercial businesses around the world. She’s worked with Citi in New York, Chicago and London.
Allyson is the co-chair of Citi’s Tri State Leadership Council, a group of senior leaders across businesses tasked with promoting locally-driven business objectives and expanding cross-marketing efforts. Allyson is passionate about developing and facilitating the career growth of women at Citi, serving as the Citi Business Sponsor of the Citi Women’s Network New York, as a member of the Global Citi Women Council, and as the North American Women’s Community Ambassador and mentor.
Allyson has a Bachelor of Arts degree in History from the University of Michigan. An avid traveler, she resides in Chappaqua, New York, with her husband and two children.
Christine Sherwood is Managing Director and Head of Global Reengineering & Marketing Operations for Citi Cards.
Citi Cards North America (N.A.) is a leader in the credit card industry. With a pre-eminent global brand and distribution, Citi Cards delivers industry-leading products, advanced services and payment systems that address the evolving needs of our customers.
Christine joined Citi as a Management Associate in 1988. She has 29 years of experience in financial services, including a stint at JPMorgan Chase, and has been with Citi for 27 years in various roles. Christine is currently responsible for the optimization of our technology investments, and transforming and reengineering core processes. She also leads our large-scale marketing operations, including Marketing Delivery Management, Marketing Information Management, and Customer Communications Delivery, partnering closely with the Marketing organization to deliver remarkable communications and experiences to our customers.
Her prior experience has spanned the lifecycle of the cardmember from acquisitions, activation, engagement, lending, and account retention. She has also held roles in marketing investments, internal creative agency management, and sales leveraging, as well as improving customer experience through contact management and end-to-end reengineering of programs and policies.
Additionally, she is a member of the LIC Board of Directors whose mission is to improve the daily quality of life, culture and working environment of our employees, promoting volunteerism, employee recognition, and an improved sense of community.
Christine was born in Sioux City, IA and spent the majority of her childhood in Mitchell, SD. She received a BA in Chemistry from Augustana College and a BS in Biochemical Engineering from Columbia University.
Eliza Tam is a Director of Information Technology at Barclays. She is responsible for Engineering and Production Support of Low Latency Market Executions Infrastructure globally. As COO of Barclays’ Multicultural Network (Embrace Asian Professional Network), Eliza champions initiatives to create a supportive workspace for employees from all backgrounds, faiths, and geographies. Through cultural celebrations, informative panel discussions, networking events, mentoring and philanthropy programs, she helps to raise awareness, recruit, retain and develop colleagues to their fullest potential. In her previous capacity as Chair of the Women in Technology (WiT) network, she promoted STEM educations for girls through community outreach and supported female colleagues in the technology field to take the next steps in advancing their career. She is a key contributor of Diversity and Inclusion in the workspace and the communities. Eliza earned a Bachelor of Science in Electrical Engineering and Master of Science in Telecom Information Management from NYU Polytechnic. Prior to joining Barclays, Eliza held different technical and management positions at Bankers Trust, Deutsche Bank and Lehman Brothers.