Dynamic Women & The Men Who Support Them – Ron Carson

Ron Carson is founder and CEO of Inc. 5000 firm Carson Group, a Barron’s Hall-of-Fame wealth advisor, one of Forbes’ top wealth advisors in America, radio talk show host and New York Times bestselling author.
Throughout his 37-year career as a financial advisor and industry icon, Ron has always believed in fulfilling a deep-seated purpose to be the most trusted for financial advice – to provide families and individuals with straightforward guidance and full transparency when it comes to planning their financial future. This mission – and Ron’s own success as one of the most celebrated and respected independent advisors in the country – has attracted the attention of thousands of advisors hungry for a recipe for success in improving their own businesses and better serving their clients.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Lisa Shalett

Lisa Shalett is a retired Goldman Sachs Partner who now advises and invests in growth companies and serves on corporate boards. Known for her agility, she has thrived in large, complex organizations as well as smaller fast-growing ones, and uses her considerable, diverse business expertise and operational experience to help startups scale, and large corporates stay innovative. Her leadership roles have included capital markets, brand marketing, digital transformation, crisis management, and strategic innovation, as well as risk/control areas compliance, legal and audit. She led Goldman Sachs’ brand during the financial crisis.
Lisa currently serves on the boards of AccuWeather and digital agency Bully Pulpit Interactive; prior boardwork includes Brookfield Property Partners and PerformLine. In 2016, she founded Extraordinary Women on Boards, a community now close to 250 women corporate board directors focused on advancing board excellence, modernizing governance, and increasing board diversity. She is a sought-after coach and mentor, committed to paying it forward, and a frequent speaker and podcaster.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Estee Faranda

With over 25 years of experience, Estee Faranda has had leadership roles ranging from operations to distribution in several different sectors of financial services; from Retirement Plans to Advisory to FinTech. At Primerica, Estee heads up the securities division, specifically the retail Broker Dealer and Investment Advisory business lines. In her previous role at Envestnet, Estee built the asset management network and was responsible for all asset management product on the platform, as well as the economic model between Envestnet and the thousands of product providers distributing through its platform. Prior to joining Envestnet, Estee spent eight years at Morningstar Investment Management, where she led their National Accounts team. Estee was on the Board of Governors of the Money Management Institute (MMI), named one of the 2018 Women to Watch by Investment News, named one of the 16 Top Women in Wealth Tech by Investment Advisor magazine, is on the board of EIOC’s Women in Wealth Management, is on the mentorship committee of Women in ETFs, and is passionate about both mentoring and the advancement of women in financial services. Estee attended Kean University and spent six years in the United States Naval Reserve.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Kimberly Beck

Kimberly Beck has more than 20 years of financial services marketing experience. At Envestnet, Kimberly is responsible for leading the firm’s Wealth Solutions marketing efforts, including the Client Experience Office, product and platform marketing strategy, practice management initiatives and strategic messaging efforts. Prior to joining Envestnet in 2016, Kimberly spent 12 years at BlackRock in various product and channel marketing leadership roles, most recently as Director of the firm’s Thought Leadership and Education Programs. She started her career at Nuveen Investments. Kimberly has also been an Adjunct Professor of Communication at Cabrini University. She received her MBA in Marketing from LaSalle University and her BA in English and Communications at Cabrini University

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Hear and Persevere: Inspiring Stories of Dynamic Women – Noreen Beaman

Noreen D. Beaman is Chief Executive Officer of Brinker Capital. As CEO, Noreen manages corporate direction and strategy at Brinker Capital, setting a clear course for company activity. As one of Brinker Capital’s founding partners, Noreen has been dedicated to helping financial advisors and their clients build better outcomes for over 30 years. Noreen has received numerous accolades for her lasting impact on the financial advice industry, including Philadelphia Business Journal’s Most Admired CEO in the Philadelphia region, Investment News’ 2017 Women to Watch, and Greater Philadelphia’s Entrepreneur of the Year, alongside Chuck Widger, in the financial services category by EY. Noreen is passionate about supporting the workforce of the future. She is a mentor for the Money Management Institute’s Leadership Pathway, which connects members of the next generation with industry veterans to further enhance the mentees’ knowledge and insights surrounding the investment advisory industry. Additionally, she is a board member of the Envestnet Institute Women in Wealth, a program focused on inspiring, educating, engaging, and empowering women to succeed in wealth management. Follow Noreen on Twitter: @NBeaman

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Hear and Persevere: Inspiring Stories of Dynamic Women – Sally Cates

Ms. Cates is responsible for public relations for Dynasty Financial Partners and the Dynasty Network of Advisors. She has designed and managed worldwide public relations programs and has strong, sophisticated media relations and communications skills. Prior, she handled public relations for Standard Chartered Private Bank – Americas, International Planning Group and Evercore Wealth Management. Before that, she led corporate communications at Thomson Reuters and at Epsilon, a leading digital marketing firm. Before that, she was at Citigroup and led global communications for The Citigroup Private Bank.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Alexis Gladstone

Alexis Gladstone is the founder of Intelead, a Chicago-based consulting practice dedicated to aligning people strategies and business results. Intelead designs strategies and programs to help clients develop current and next generation leaders, increase the effectiveness of individuals in sales, and drive organizational change that delivers results.

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Dynamic Women & The Men Who Support Them – Jim Nonnengard

Jim Nonnengard serves as Head of Regions Investment Services for the Wealth Management Group at Regions, a regional bank that operates throughout the South, Midwest and Texas and is headquartered in Birmingham, Ala. He is responsible for providing executive and regulatory oversight of the Investment Services Department, which is comprised of Securities Licensed Financial Advisors and Insurance Licensed Bankers.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Judy Hoberman

Judy Hoberman, President of Walking on the Glass Floor and Selling In A Skirt- International Speaker, Trainer, Coach, Author and Mentor. Her 30 years in business has given her both the knowledge and sense of humor about how men and women sell, work and live differently will enlighten you in learning how both genders can support each other’s successes in a more productive way.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Carmen Britt

Carmen always knew building a business was always something she’d pursue. Like many entrepreneurs the freedom to create your own schedule and build a life of independence is the number 1 priority. After climbing the corporate ladder successfully (in project management), her income was limited, and was constricted by the regular workday and vacation policies. Looking for change, she took a risk and broke into real estate investing, found success, but still had to trade time and presence for money.

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Hear and Persevere: Inspiring Stories of Dynamic Women – April Rudin

Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to forecast and leverage critical trends, and by her expertise in digital and traditional media, she leads a firm that designs bespoke marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices; campaigns that strengthen brand value and drive client acquisition. The Rudin Group was founded in 2008.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Cheryl Nash

Cheryl Nash, President, Investment Services at Fiserv, drives the strategic vision for industry-leading technology solutions in wealth management. With over 30 years of experience, Cheryl has a keen appreciation and understanding of industry trends, priorities and challenges, and is a highly sought-after subject matter expert. Her consultative approach has yielded enduring client partnerships. Cheryl is next in our Hear and Persevere series.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Rene’ Nourse

We continue our series of interviews with inspiring women in the leadership. This time we feature Rene’ Nourse — Founder and CEO, Urban Wealth Management. A frequent guest speaker and contributor about women and finance, she was one of twenty awardees for 2017’s Investment News Women to Watch, has been a recipient of the Five Star Wealth Manager Award since 2014 and recognized by the Los Angeles Business Journal’s as one of LA’s Most Influential Wealth Managers for 2018. In January 2019, she became the 10th President of the Association of African American Financial Advisors, known as QUAD-A.

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Hear and Persevere: Inspiring Stories of Dynamic Women – Catherine Allen

Catherine Allen is an entrepreneur, former corporate executive at Dun and Bradstreet and Citi-corp, corporate and nonprofit board member, former professor of business and advocate for more women in the C suite, on corporate boards and in public policy. She is Chairman and CEO of The Santa Fe Group, a strategic advisory firm, focused on third party risk and cybersecurity and second in our series: “Hear and Persevere: Inspiring Stories of Dynamic Women”

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