{"id":453,"date":"2021-03-03T09:25:49","date_gmt":"2021-03-03T16:25:49","guid":{"rendered":"https:\/\/a0109a0e50.nxcli.io\/\/about-us-our-board\/"},"modified":"2026-04-20T19:01:08","modified_gmt":"2026-04-20T23:01:08","slug":"mujeres-inteligentes-conocimientos-financieros-y-educacion-financiera-para-mujeres","status":"publish","type":"page","link":"https:\/\/www.savvyladies.org\/es\/about-us\/savvy-ladies-financial-literacy-and-financial-education-for-women\/","title":{"rendered":"Nuestro Consejo"},"content":{"rendered":"

[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.21.0″ background_color=”RGBA(255,255,255,0)” use_background_color_gradient=”on” background_color_gradient_stops=”rgba(41,196,169,0) 0%|#29c4a9 100%” background_image=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/04\/Savvy-Ladies-at-Nasdaq.png” background_blend=”overlay” module_alignment=”center” min_height=”369px” height=”196px” max_height=”257px” custom_margin=”||||false|false” custom_padding=”||0px|||” box_shadow_style=”preset2″ global_colors_info=”{}”][et_pb_fullwidth_header title=”Who We Are” text_orientation=”center” admin_label=”Who We Are” _builder_version=”4.21.0″ title_font=”Proxima Nova Bold||||||||” title_text_align=”center” title_text_color=”#FFFFFF” title_font_size=”50px” title_line_height=”1.1em” background_enable_color=”off” background_enable_image=”off” background_position=”top_center” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ custom_padding=”130px|||0px|false|false” custom_padding_tablet=”130px|||0px|false|false” custom_padding_phone=”120px||||false|false” custom_padding_last_edited=”on|phone” title_font_size_tablet=”40px” title_font_size_phone=”35px” title_font_size_last_edited=”on|phone” z_index_tablet=”0″ title_text_shadow_style=”preset2″ global_colors_info=”{}”][\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Dedicated to Financial Literacy & Empowerment<\/strong><\/h1>\n

Savvy Ladies\u00ae Executive Board, Board of Directors, Leadership Team, and every volunteer member are dedicated to the belief that all women should have the financial knowledge and confidence to achieve financial empowerment.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_font_size=”25px” text_line_height=”1.9em” header_font=”Proxima Nova Alt Extrabold||||||||” header_text_color=”#007F5F” header_font_size=”50px” global_colors_info=”{}”]<\/p>\n

Leadership Team<\/strong><\/span><\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Judy-Herbst.png” title_text=”Judy Herbst” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Judy Herbst” _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Judy Herbst<\/h3>\n

Executive Director<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Judy Herbst is the Executive Director of Savvy Ladies. She comes to Savvy Ladies with vast knowledge & experience working with women throughout her career. With over 20+ years of relationship-building experience working for the iconic brands\u2019 Tiffany & Co, American Girl, and Worthy.com, Judy creates programs and campaigns that educate and speak to critical issues targeting women, parents, and families.<\/p>\n

In March 2021, Savvy Ladies welcomed Judy to spearhead initiates designed to expand Savvy Ladies reach focusing on technology & scalability to serve more women, championing women’s empowerment through financial knowledge.<\/p>\n

Judy brings her business acumen and creative, marketing & client relationship savviness along with her proven success record in developing, driving and executing scalable business growth initiatives. She is innovative and a passionate thought leader with success in sales, project and event management, managing teams, hiring, start-ups, coaching, writing, and community building.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/judy-herbst-marketing\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Tracie-Wheeler.png” title_text=”Tracie Wheeler” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Tracie Wheeler” _builder_version=”4.26.1″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Tracie Wheeler<\/h3>\n

Director Technology, Operations & Client Experiences<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Tracie is a client service, database, and management specialist, having worked with the Girl Scouts of America where she had proven success in developing and maintaining detailed records for members, programs and supervising teams of volunteers. Tracie is passionate about creating & managing programs that support women & their families. As the Director, Tracie manages the Savvy Ladies Free Financial Helpline and its team of professional volunteers and maintains the data management systems supporting the organization.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/traciemetzlerwheeler\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Monatan-Rebeccah.png” title_text=”Monatan Rebeccah” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Montana Rebeccah” _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Montana Rebeccah<\/h3>\n

Digital Creative Director<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]Montana is a digital designer with expertise in website user experience, social media graphics and campaign execution. Montana has been instrumental in creating the Savvy Ladies #womenwhoinspire campaign in partnership with Transamerica. As the new digital creative director, Montana is elevating and building the social media awareness of Savvy Ladies. [\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/montana-rebeccah\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|off” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Florencia-Gradel.png” title_text=”Florencia Gradel” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Florencia (Gradel) Sheelo ” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Florencia (Gradel) Sheelo <\/h3>\n

Communications Director<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Florencia is a digital marketing professional with 10 years of experience in content and email marketing. In her previous position as Content Manager at Worthy.com, she specialized in creating value-adding, educational content for female audiences. At Savvy Ladies, Florencia is responsible for handling email communications with the organization’s community, promoting events and educational sessions. She also manages the Savvy Money Blog and the Savvy Ladies website, with a focus on making financial literacy resources accessible.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/florencia-gradel-27599b38\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2024\/04\/SummersA_Headshot-1-150×150.png” alt=”Ashley Summers” title_text=”SummersA_Headshot (1)” url=”https:\/\/www.linkedin.com\/in\/ashley-summers-853579228\/” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Yvonne Reid” _builder_version=”4.24.3″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Ashley Summers<\/h3>\n

CRM\/Social Media Specialist<\/p>\n

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\n

Ashley Summers is a data-driven growth marketer with over 10 years of experience helping businesses achieve success. Her diverse industry background spans finance, health & wellness, child development, and legal services. Ashley excels at crafting strategic email marketing campaigns that drive revenue and engagement through A\/B testing and continuous optimization.<\/p>\n

A passionate advocate for financial empowerment, Ashley champions “all women deserve financial confidence.” This belief fuels her dedication to supporting female-owned businesses in the financial sector, helping them reach and educate their target audience. Ashley is a HubSpot professional, holding multiple certifications and leveraging the platform’s capabilities to deliver measurable results.<\/p>\n<\/div>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/ashley-summers-853579228\/” url_new_window=”on” _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||0px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Our Board” _builder_version=”4.16″ _module_preset=”default” header_font=”Proxima Nova Alt Extrabold||||||||” header_text_align=”center” header_text_color=”#018060″ header_font_size=”50px” custom_margin=”||||false|false” global_colors_info=”{}”]<\/p>\n

Our Board<\/h1>\n

[\/et_pb_text][et_pb_text admin_label=”Executive Board” _builder_version=”4.16″ _module_preset=”default” header_2_font=”Proxima Nova Bold||||||||” header_2_text_color=”#018060″ header_2_font_size=”34px” global_colors_info=”{}”]<\/p>\n

Executive Board<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_padding=”||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Stacy-Francis.png” alt=”Stacy Francis” title_text=”Stacy Francis” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Stacy Francis” _builder_version=”4.23.3″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Stacy Francis<\/h3>\n

Founder Savvy Ladies
CEO Francis Financial<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Stacy Francis is the Founder, CEO and President of Francis Financial, Inc., a Wealth Management and Financial Planning firm. With over 18 years of experience in the financial industry, she is a CERTIFIED FINANCIAL PLANNER\u2122 (CFP\u00ae), a Certified Divorce Financial Analyst\u2122 (CDFA\u2122), and a Certified Estate Planning Specialist (CES\u2122). She is the Co-Director of the Association of Divorce Financial Planners\u2019 (ADFP) Greater New York Metro Chapter and a member of the Women Presidents\u2019 Organization (WPO) and an honoree member of the Private Risk Management Association (PRMA). A nationally recognized financial expert, Stacy has appeared on ABC News, CNBC, CNN, PBS Nightly Business Report, The Today Show, Good Morning America, Fine Living Network, and The O\u2019Reilly Factor. Stacy attended the New York University Center for Finance, Law and Taxation.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/stacyfrancis\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Amy-Holzman.png” alt=”Amy Holzman” title_text=”Pam Moschetti” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Amy Holzman” _builder_version=”4.24.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Amy Holzman<\/h3>\n

Founder Law Offices of Amy Holzman PLLC<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Amy is the founding member of Law Offices of Amy Holzman PLLC (LOAH), which was established in 1999 and counsel to Miller Ziderman. Amy structures estate and gift tax plans for a wide range of clients. She also represents executors, administrators, trustees and beneficiaries in probate, estate and trust administration. She regularly lectures to various groups on an array of estate issues. Amy has decades of experience in this field and started her career at Debevoise & Plimpton in their trusts & estates group.<\/span><\/p>\n

\u200b<\/span><\/p>\n

[\/et_pb_text][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Pam-Moschetti.png” title_text=”Pam Moschetti” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Pamela Moschetti” _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Pamela Moschetti<\/h3>\n

SPACES<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Pamela is the founder and owner of SPACES, A Design Company, a boutique design firm located in the heart of Chelsea, specializing in Landscape and Garden Design.<\/p>\n

SPACES currently has projects in NYC, CT and Eastern Long Island. Her garden specific studies at the Royal Horticultural Society, The School of Garden Design, both in the UK, and the New York Botanical Garden in NY give her a broad based foundation from which to begin any project. She attributes her company\u2019s diversity and style to her career experience working with the magnificent creatives at Ralph Lauren for 4 years, the talented designers and merchandisers at Liberty of London in the UK for 2 years, and Lillian August in CT and NYC, for another 3 years. However it is her personal interests within the art, design, music and fashion worlds that birth a refinement to her reputation and projects. While decidedly working from the left side of the brain for most of her life, Pamela\u2019s past employments include Paine Webber and Goldman Sachs. Those financial sensibilities and managerial skills support her still.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/pamela-moschetti-33794a31\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2024\/02\/rucchi-Pinniger.png” alt=”Rucchi Pinniger” title_text=”rucchi Pinniger” url=”https:\/\/www.linkedin.com\/in\/ruchipinniger\/” url_new_window=”on” _builder_version=”4.27.4″ _module_preset=”default” max_width=”120px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Pamela Moschetti” _builder_version=”4.24.2″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Ruchi Pinniger<\/h3>\n

Founder\/CEO Watch her Prosper\u00ae<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Ruchi is the founder of Watch Her Prosper\u00ae, an organization dedicated to providing the financial mentorship, support, and services that women-led, service-based business owners need to succeed today.<\/p>\n

What makes Watch Her Prosper different from other financial support service firms is our fierce dedication to small business owners and the relationships she builds with her clients.<\/p>\n

As a former Wall Street executive, Ruchi brings to the table over 25 years of experience in financial management and helping business owners weather economic ups and downs. Sometimes called a \u201cfinancial therapist\u201d by her clients, her mentorship goes deep and works at the intersection of personal and business.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/ruchipinniger\/” url_new_window=”on” _builder_version=”4.24.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2025\/09\/mary-stone-150×150.jpeg” alt=”Mary Stone” title_text=”mary-stone” _builder_version=”4.27.4″ _module_preset=”default” max_width=”120px” border_radii=”on|90px|90px|90px|90px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Mary Stone” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Mary Stone<\/h3>\n

Co-Head of Structured Finance and Managing Director | Piper Sandler<\/span><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Mary Stone is co-head of structured finance and a managing director in the financial services group at Piper Sandler based in the New York office.<\/p>\n

Stone joined Piper Sandler from StoneX where she was a managing director and head of structured credit banking. While at StoneX, Ms. Stone built a banking origination franchise providing securitized products and whole loan capital markets advisory for the firm\u2019s clients. Prior to that, she was at Bank of America for 12 years where she was head of residential mortgage securitization and advisory. Previously Mary worked in structured products at Lehman Brothers for 8 years. She also spent time in the securitized products teams at Morgan Stanley and PricewaterhouseCoopers. Stone received a bachelor\u2019s degree in finance from The College of William and Mary and Is an active alumni supporter of the William and Mary undergraduate school of business.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/mary-stone-16aa755\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Lisa-Zeiderman.png” title_text=”Lisa Zeiderman” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Lisa Zeiderman” _builder_version=”4.23.3″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Lisa Zeiderman<\/h3>\n

Savvy Ladies Board Chair<\/p>\n

Managing Partner | Miller Zeiderman LLP<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]Lisa Zeiderman is a Managing Partner of the law firm Miller Zeiderman LLP., who focuses her law practice solely in matrimonial and family law. As both an attorney and a Certified Divorce Financial Analyst, she has a wealth of experience, understanding, negotiating and litigating high net worth and\/or complex financial matters. She has been lead trial counsel in matters of custody, modification of custody, equitable distribution of assets, child support, alimony, contempt hearings and relocation matters. Lisa obtained her law degree at Fordham University School of Law and then went on to become a Certified Divorce Financial Analyst. She now sits on the Advisory Board of the American Academy of Certified Financial Litigators, and is a member of the Legislative Committee of the Family Law Section for the New York State Bar Association and on the executive board of the Justice Brandeis Law Society. She is also a member of the New York State Bar Association, the New York Women\u2019s Bar Association and the Westchester Women\u2019s Bar Association.[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/lisa-zeiderman-esq-a2a041a\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||0px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Board of Directors” _builder_version=”4.16″ _module_preset=”default” header_2_font=”Proxima Nova Bold||||||||” header_2_text_color=”#018060″ header_2_font_size=”34px” global_colors_info=”{}”]<\/p>\n

Board of Directors<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.27.5″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Richa-Aggrawal.png” title_text=”Richa Aggrawal” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Richa\tAggarwal” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Richa Aggarwal<\/h3>\n

PWC Private Equity Partner | CHIEF Member<\/p>\n

[\/et_pb_text][et_pb_text admin_label=”Text” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Richa is currently a Partner in the Private Equity Value Creation practice at PwC. An excellent leader and team worker with strong combination of technical and management skills, Richa has experience in service optimization, cost reduction assessments and implementation, operational due diligence, integration and separation management, product development, quality improvement, organizational design, and project management. Her work experience spans the private equity, software, semiconductor, network equipment and telecommunication industries.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/richa-aggarwal-81450515\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Jeanne-Berger.png” title_text=”Jeanne Berger” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Jeanne Berger” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Jeanne Berger<\/h3>\n

Private Client Advisor | JPMorgan Chase Bank<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]Jeanne is a Private Client Advisor at JPMorgan Chase Bank since 2011. Previously, Jeanne was employed by National City Bank. Jeanne received her Bachelor\u2019s Degree from Saint Mary\u2019s College.[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”http:\/\/www.linkedin.com\/pub\/jeanne-berger\/a\/926\/474″ url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2025\/06\/1516587669547-150×150.jpg” alt=”Kate Carr” title_text=”Kate Carr” _builder_version=”4.27.4″ _module_preset=”default” max_width=”120px” custom_margin=”|||-2px|true|false” custom_padding=”|3px|2px||false|false” border_radii=”on|90px|90px|90px|90px” border_color_all=”#F0F7F6″ global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Jeanne Berger” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Kate Carr<\/h3>\n

Experienced C-Suite Executive who has led organizations through transformations, developing vision and strategy, and driving revenue and reputation with a focus on excellence.<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Experienced strategic advisor with a demonstrated history of working in the non-profit organization management industry. Strong business development professional skilled in Nonprofit Organizations, Corporate Social Responsibility, Governmental Affairs, Government, and Program Evaluation.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/kate-carr-70b45716\/” url_new_window=”on” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”||||false|false” custom_padding=”||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Shellon-Blanchard-Clarke.png” title_text=”Shellon Blanchard-Clarke” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Shellon Blanchard-Clarke” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Shellon Blanchard-Clarke<\/h3>\n

Savvy Ladies Board Secretary<\/p>\n

MBA, SPHR, Strategy and Operations executive with expertise in Human Resources Business Partnerships<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Shellon is a Strategy and Operations executive with expertise in Human Resources Business Partnership, Talent Acquisition, People Analytics, People Leadership, and HR Technology Product Delivery and Optimization. She is a people-focused executive who uses data for storytelling and insights to help organizations make better business decisions. She is equally focused on leadership and service spending time outside of her work giving back to several nonprofit organizations. While serving as a Board secretary for the Alma Domestic Violence Foundation, she is keenly focused on raising money to help families in need. Additionally , as a member of Chief, she is focused on building the next set of C-suite women leaders. Her passion for building up her community, and being an active membership in several organizations is a testament to her servant mindset.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/shellonbclarke\/” url_new_window=”on” _builder_version=”4.19.5″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Lee-Conti-Jr.png” alt=”Lee Conti Jr” title_text=”Shellon Blanchard-Clarke” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Lee Conti, Jr.” _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Lee Conti, Jr.<\/h3>\n

Insurance Planner & Educator<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Lee Conti, Jr. is a Director with CPS Elite Advisors Insurance Svcs, as well as a nationally recognized speaker on cutting edge insurance trends. Lee focuses on coaching advisors on cutting-edge risk management strategies in the areas of Longevity Planning, Disability protection, Long Term Care, Linked Benefits, and Life Insurance. Lee is committed to the highest fiduciary standards and he has dedicated the last 21 years to helping advisors design insurance programs to help their clients protect and augment wealth. He brings a planner\u2019s mindset to all his tailored risk management solutions, in a space often crowded with transaction-minded individuals.<\/p>\n

Lee is certified nationally as a Continuing Education instructor for Insurance sessions and is also approved to teach CFP\u00ae Continuing Education courses to financial advisors. Lee has been a breakout speaker at financial planning industry conferences since 2006 and is consistently a go-to resource for advisors on insurance-related questions. He takes pride in creating and teaching dynamic sessions that allow advisors to walk away with practical information to help their clients plan for a better future and he has currently trained over 8,000 advisors on risk management strategies. Lee’s passion for education led him to serve on the FPA of NY\u2019s Board of Directors as Co-Chair of the Spring Forum and Director of the Practitioners monthly educational meetings before becoming President in 2016.<\/p>\n

[\/et_pb_text][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2026\/01\/Dessy-Wendy.jpg” alt=”Wendy Dessy” title_text=”Dessy-Wendy” _builder_version=”4.27.5″ _module_preset=”default” max_width=”125px” border_radii=”on|400px|400px|400px|400px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Lee Conti, Jr.” _builder_version=”4.27.5″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Wendy Dessy<\/h3>\n

Director of Corporate Social Responsibility, Proskauer<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Wendy Dessy created and implemented Proskauer\u2019s Corporate Social Responsibility programs. She led a multitude of initiatives, events, board service, disaster relief, and workplace giving campaigns surrounding education, social justice, veteran affairs, hunger and poverty across the United States, London and Paris. She built and aligned their social responsibility efforts addressing pressing needs in local communities. Wendy built the internal and external communications through a range of platforms, storytelling, Proskauer for Good blog, and videos.<\/p>\n

Wendy is currently serving as a member of the Conference Board, Board of Directors of Hip Hop Public Health, Board of Directors of Savvy Ladies and Board of Advisors for the Center for Food as Medicine & Longevity.<\/p>\n

Prior to joining Proskauer, Wendy held various positions within the Bloomberg Administration and campaigns from 2005-2014. She worked with administration leaders on multi-agency task forces to help create solutions to a wide range of challenges and problems. She served as Executive Director for the NYC Cool Roofs Initiative, an environmental volunteer initiative of Mayor Bloomberg\u2019s PlaNYC, to reduce energy consumption, cooling costs and carbon emissions and was Manager of PublicPrivate Partnerships for The Mayor\u2019s Office of Service and Volunteerism from 2010-2014.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/wendy-dessy-70053131\/” url_new_window=”on” _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”off|off|off” _builder_version=”4.27.5″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2026\/04\/Jennifer-Faherty-150×150.jpeg” alt=”Jennifer Faherty” title_text=”Bernadette Herward Davida” _builder_version=”4.27.6″ _module_preset=”default” max_width=”120px” border_radii=”on|180px|180px|180px|180px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Jennifer Faherty” _builder_version=”4.27.6″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Jennifer Faherty<\/h3>\n

Founder | Pionyr
Founder | Psych Paper Press
Chief Member NYC | Chief<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

With a long career in wealth management, including a C-suite role, and as an entrepreneur and founder of Psych Paper Press<\/a>, I help clients and colleagues thrive through the creation and curation of tools around the science of happiness and the cognitive benefits of putting pen(cil) to paper. Her focus is about how handwriting, journaling, and positive psychology are reshaping how we plan, prioritize, and protect our wellbeing.<\/p>\n

Certification in Applied Positive Psychology (University of Pennsylvania), CERTIFIED FINANCIAL PLANNER\u2122, B.A. Dartmouth College, M.A. in Education Columbia University\/Teachers College, Certified Life Coach.<\/p>\n

Outside of work: CFP\u00ae Board Women\u2019s Initiative Program Mentor; National Association of Personal Financial Advisors (NAPFA)\/Leadership and Development Committee; Women of Dartmouth NYC; founding member of Chief, premier network for women leaders.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/jenniferfaherty\/” url_new_window=”on” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Amy-Goldsmith.png” title_text=”Amy Goldsmith” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Amy Goldsmith, Board Secretary” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Amy Goldsmith<\/h3>\n

Partner | Tarter Krinsky & Drogin LLP<\/p>\n

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Amy<\/span>\u00a0B.\u00a0Goldsmith<\/span>\u00a0is a Partner in the Intellectual Property Department and Chair of Privacy and Cybersecurity at Tarter Krinsky & Drogin LLP. Ms.\u00a0Goldsmith<\/span>\u00a0partners with clients to provide practical legal advice and connections to grow their businesses. A strategic advisor, she guides clients in all stages of their business development, from idea conception and protection to funding, manufacturing, and enforcement. Ms.\u00a0Goldsmith<\/span>\u00a0also helps clients to understand the world of privacy and cybersecurity and to implement measures to protect their businesses. \u00a0She received her undergraduate Bachelor of Science degree from Cornell University and her JD from Benjamin N. Cardozo School of Law, Yeshiva University. She is a registered patent attorney. Ms.\u00a0Goldsmith<\/span> is a member of the Board of the New York Women\u2019s Bar Association and Co-Chair of the CLE Committee and is a mentor with Ossining Innovates. She is a frequent lecturer on intellectual property and cybersecurity topics for Lawline. She also served on the Advisory Board for TedxTimesSquare and spoke at its inaugural event.<\/span><\/p>\n<\/div>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/amybgoldsmith\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Carol-Greenwald.png” title_text=”Carol Greenwald” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Carol Schiro Greenwald, Ph.D” _builder_version=”4.23.3″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Carol Schiro Greenwald, Ph.D<\/h3>\n

Consultant | CSG Marketing Partners<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]Professional Services Practice Builder, Marketing Maven & Political Scientist. Carol is the Owner of MarketingPartners, a professional services practice that provides strategic counseling, targeted strategies, training, and personal performance coaching for lawyers, accountants and their firms. Her most recent book, Strategic Networking for Introverts, Extroverts and Everyone in Between (ABA, Law Practice Division, 2019) provides a training and coaching guide for linking networking activities with both personal and firm goals. Her book, Build Your Practice the Logical Way: Maximize Your Client Relationships (ABA, First Chair Press, 2012) details her approach. She is a nationally known speaker and author. Carol received her Ph.D. from the City University of New York.[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”http:\/\/www.linkedin.com\/in\/carolschirogreenwald” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Randi-Karmel.png” title_text=”Randi Karmel” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Randi Karmel” _builder_version=”4.16″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Randi Karmel<\/h3>\n

Randi L. Karmel, PLLC<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]Randi Karmel is the Owner of Randi L. Karmel, PLLC. Randi has been practicing law for over 20 years, acquiring extensive litigation and trial experience. Randi currently represents clients in negotiating prenuptial and mid-nuptial agreements, separation and settlement agreements and actions for divorce that include equitable distribution, maintenance, visitation, support, and custody. She is a member of the Family Law Section of the New York State Bar Association, the Brooklyn Bar Association, and the Women\u2019s Bar Associations of New York and Kings Counties. Randi received her JD from the American University, Washington College of Law.[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”http:\/\/www.linkedin.com\/pub\/randi-l-karmel\/8\/b46\/630″ url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/09\/Tanya-Kaul-Board-Member.png” alt=”Tanya Kaul Board Member” title_text=”Tanya Kaul Board Member (1)” _builder_version=”4.27.4″ _module_preset=”default” max_width=”120px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Randi Karmel” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Tanya Kaul<\/h3>\n

Microsoft, Sr. Financial Service Industry Architect, Women’s Bond Club<\/p>\n

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Tanya brings her strength in shaping product and platform strategy around innovation on business models to Savvy Ladies. She brings her “problem-solving\u201d mindset to delivering complex cross-functional growth and her expertise of being highly effective at the intersection of large banks and the startup ecosystem, orchestrating relationships via organic partnerships and inorganic venture investments.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/tanya-kaul-8ba219\/” url_new_window=”on” _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”Row” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2026\/04\/Edna-Marinelarena-150×150.jpeg” alt=”Edna Marin\u0303elarena” title_text=”Meghan McCartan” disabled_on=”off|off|off” _builder_version=”4.27.6″ _module_preset=”default” max_width=”120px” border_radii=”on|90px|90px|90px|90px” global_colors_info=”{}”][\/et_pb_image][et_pb_text disabled_on=”off|off|off” admin_label=”Edna Marin\u0303elarena” _builder_version=”4.27.6″ _module_preset=”default” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Edna Marin\u0303elarena<\/h3>\n

Vice President of Business Development | Moody’s Ratings<\/strong><\/p>\n

A results-oriented Relationship Manager at Moody’s with a focus on Public and Infrastructure Finance on the West Coast. I serve as a trusted point of contact for key government entities, municipalities, utilities, and infrastructure project leaders, ensuring they receive exceptional support and timely solutions. My role involves strategic client engagement, driving new business development, and ensuring client satisfaction through a deep understanding of their unique challenges and objectives. I leverage my expertise in market trends and debt capital markets to provide critical insights, foster long-term partnerships, and expand Moody’s presence across the region.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/ednamarinelarena\/” url_new_window=”on” disabled_on=”off|off|off” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row admin_label=”Row” _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Shuchi-Mittal.png” title_text=”Shuchi Mittal” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Shuchi\tMittal” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Shuchi Mittal<\/h3>\n

Visionary Technology Executive | Fiserv Expert Engineer (EE) | CTO<\/p>\n

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As a global IT executive and change agent leader, Shuchi is passionate about articulating a vision, developing technology strategy, and implementing solutions that transform business operations.<\/p>\n

From her early software development days to her present position as Global Head of Digital Transformation Platforms at Fiserv, she’s contributed to sustainable growth and competitive advantage through next-gen technology solutions.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/shuchi-mittal\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Fiona-Philip.png” title_text=”Fiona Philip” disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_image][et_pb_text disabled_on=”on|on|on” admin_label=”Fiona A. Philip” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” disabled=”on” global_colors_info=”{}”]<\/p>\n

Fiona A. Philip<\/em><\/h3>\n

KPMG LLP, Washington DC<\/strong><\/p>\n

Principal & Associate General Counsel, Office of General Counsel<\/strong><\/p>\n

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Fiona is an experienced securities enforcement, investigation, and regulatory lawyer with a unique combination of law firm and government experience. She is Partner in Top 100 AmLaw firms, leading the defense of global businesses in government investigations, leading internal investigations, and providing compliance counseling to help prevent the need for such investigations. Fiona has served as Enforcement and Ethics Counsel to two SEC Chairmen and Senior Counsel, SEC Division of Enforcement.<\/span><\/p>\n

As Principal & Associate General Counsel at KPMG, Fiona provides strategic legal advice to KPMG\u2019s Advisory consultancy and Audit business. She leads fact-finding investigations involving potential violations of the internal Code of Conduct, potential conflict of interest issues, trading violations, and auditor independence rules brought to the attention of the firm\u2019s Ombudsman and whistleblower hotline. Fiona advises the Audit business on compliance with SEC, PCAOB, AICPA, and foreign regulatory rules and represents engagement teams in negotiating scope of work, interpretation of non-disclosure agreements, and resolution of disputes with third parties. Fiona is a member of the LRC Inclusion and Diversity Advisory Council.<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/fiona-philip-5167085\/” url_new_window=”on” disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” disabled=”on” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.27.5″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Alina-Panas.png” title_text=”Alina Panas” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Alina\tPanas” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Alina Panas<\/em><\/h3>\n

CFO, COO, MBA & CHIEF Member<\/p>\n

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Alina Panas is a senior-level financial leader, organization builder, with progressive experience in developing operational and financial strategies that drive revenue and profit growth. Alina has been instrumental in furthering companies\u2019 overall business goals by cementing foundations in finance, accounting, administrative and human resources departments. <\/p>\n

Analytical thinker, offering innovative approaches, fostering an entrepreneurial ability to pivot and lead, Alina\u2019s expertise spans beyond the typical CFO\u2019s spreadsheets and charts. Her approach is \u201cpeople first, profits follow\u201d: a good organization starts with a happy and cohesive team + a satisfied customer. Combining a 20+ years hands-on industry expertise, Alina is nimbly navigating the needs relating to various audiences, starting from clients, to vendors, C-level management, staff and peers. She has a strong commercial business focus that includes the effective management of multi-location teams, as well as multi-agencies conglomerate. <\/p>\n

In her current role as dual Chief Financial & Operations Officer at both The Mixx and Titanium Worldwide LLC, Alina is a key member of the Executive team, responsible for financial planning and analysis as well as human resources and operations management for minority and diverse-certified agencies that strive for inclusion and recognition of talent from all walks of life and the planet earth.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/alinapanas\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Kimberly-Riggleman.png” title_text=”Kimberly Riggleman” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Kim\tRiggleman” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Kimberly Riggleman, CPA, MBA<\/h3>\n

VP and Assistant Controller at Constellation<\/p>\n

Savvy Ladies Board Treasurer<\/p>\n

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Experienced Fortune 200 Finance Executive and Certified Public Accountant with a demonstrated history of working in the power and utilities industry. Skilled in Audit, Energy Derivatives, SEC Filings, Financial Planning, Generally Accepted Accounting Principles (GAAP), Mergers & Acquisitions, Analytical Skills and Financial Accounting. Strong accounting professional with an MBA in Finance from Loyola University Maryland.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/kimberly-riggleman-cpa-mba-0363a34\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/01\/Julia-Rodgers.png” alt=”Julia Rodgers” title_text=”Julia-Rodgers” _builder_version=”4.27.4″ _module_preset=”default” max_width=”120px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Kim\tRiggleman” _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Julia Rodgers, Esq.<\/h3>\n

CEO & Co-Founder @HelloPrenup, Legal Tech Attorney<\/p>\n

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A legal entrepreneur, attorney, and the CEO and co-founder of HelloPrenup, a platform that takes the awkwardness out of discussing and creating prenuptial agreements. With years of experience in litigation and family law, Julia has a unique understanding of the complexities surrounding prenups and the need for a more accessible and user-friendly solution. An industry thought leader, Julia regularly speaks on panels and at conferences to share my insights on the intersection of technology, law, and all things prenups. Julia is a dedicated mentor and advocate for women in law and entrepreneurship.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/juliarodgers\/” url_new_window=”on” _builder_version=”4.22.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Gary-Rosen.png” title_text=”Gary Rosen” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Gary B. Rosen” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Gary B. Rosen<\/h3>\n

Partner-In-Charge, Valuation, Forensic <\/strong>& Litigation Services- NY Region<\/strong><\/h4>\n

CBIZ(formerly Marcum)Accountants Advisors<\/strong><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

Gary Rosen is the partner-in-charge in the Firm\u2019s Valuation, Forensic & Litigation Services group for the NY Region. He provides accounting, audit, and consulting services, including solvency, valuation opinions, and asset recovery for numerous closely-held and public corporations, real estate entities, financial services institutions, business development companies, private equity funds, government agencies, and international corporations. Gary holds the CPA, CFE, CFF, CVA, and CGMA accreditations.<\/p>\n

Mr. Rosen has approximately 40 years of financial advisory, consulting, and public accounting experience with an extensive background in fraud engagements, forensic accounting, complex litigation matters, shareholder\/partnership disputes, and other areas of investigative accounting.<\/p>\n

He has testified as an expert witness in numerous litigation cases in a variety of federal and state courts regarding agreed-upon procedures reports, fraud, lost profits, valuations, white-collar crime, solvency, commercial and residential real estate, product liability, estate matters, shareholder and partner disputes, and matrimonial matters. Where he is able to communicate complex financial information in a manner judges and juries can understand.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/gary-b-rosen\/” url_new_window=”on” _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.27.5″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Nichole-Schier.png” title_text=”Nichole Schier” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Nichole R. Schier” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Nichole R. Schier<\/h3>\n
Managing Director, Head of NA & LATAM Payment Solutions, Commercial Bank <\/span>Managing Director, Head of NA & LATAM Payment Solutions, Commercial Bank, <\/span><\/span>J.P. Morgan<\/span><\/span><\/div>\n
<\/div>\n
Savvy Ladies Board Vice President<\/div>\n

[\/et_pb_text][et_pb_text _builder_version=”4.19.5″ _module_preset=”default” custom_padding=”||0px|||” global_colors_info=”{}”]<\/p>\n

Nichole is a product management executive with more than 24 years of financial services and corporate payments experience.\u00a0 Accomplished financial services professional with 20 years of experience executing strategic business initiatives and managing the financial objectives of multi-million dollar programs while ensuring customer retention and enhancing customer satisfaction. Experienced Chief Of Staff with a demonstrated history of working in the financial services industry. Skilled in Management, Payments, Risk Management, Business Development, and Business Process Improvement.<\/p>\n

Nichole is a Certified Treasury Professional and holds an MBA in Finance and Accounting from Seton Hall University. She is currently pursuing her PhD at Seton Hall University\u2019s School of Health and Medical Sciences where her research will explore the intersection between financial literacy, health equity, and self-reported health outcomes. She resides in West Orange, New Jersey with her husband and daughter.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/nichole-schier-9a12b3114\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Sylvia-Simson.png” title_text=”Sylvia Simson” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Sylvia\tSimson” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Sylvia Simson<\/h3>\n

Attorney\/Shareholder Greenberg Traurig, LLP<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Sylvia is a shareholder in GT\u2019s New York office and a litigator with a diverse practice focused on a broad range of complex commercial litigation as well as mass torts\/products liability, financial services, life sciences, and environmental matters. She is experienced both in trials and appeals and has deep experience with multi-district litigation, class action defense, and the coordination of related actions in different jurisdictions.<\/p>\n

She has counseled global and national corporations and institutions, mid-sized or privately-held companies, partnerships, start-up entities, and individuals in both federal and state cases across the country. The matters she has litigated concern a variety of issues and her experience spans a wide range of industries.<\/p>\n

She has significant brief-writing and oral advocacy experience and have drafted and argued discovery, dispositive, and various pretrial motions in federal and state courts, as well as oppositions to class certification motions. She also has deep experience working with expert witnesses in various scientific and professional fields. <\/p>\n

In addition, she has experience with alternative dispute resolution, negotiating and drafting complex settlement agreements, providing counsel in transactional and regulatory contexts, advising on risk mitigation and preparedness best practices, and developing coordinated defense strategies integrating business, media, regulatory, and litigation dimensions.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/sylvia-simson-32166b20\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Suzanne-Siracuse.png” title_text=”Suzanne Siracuse” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Suzanne Siracuse” _builder_version=”4.22.2″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Suzanne Siracuse<\/h3>\n

CEO\/Founder, Suzanne Siracuse Consulting Services LLC<\/p>\n

Savvy Ladies Board Vice President<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting Services, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives. Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research. Ms. Siracuse had been with InvestmentNews since its launch in 1998, and formerly held the position of Advertising Sales Director and Associate Publisher before being named Publisher in January of 2006.<\/p>\n

Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Women\u2019s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy. An industry thought-leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech. Ms Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.<\/p>\n

In addition, Ms. Siracuse is also the Chair of the Board for the Invest in Others Charitable Foundation, is a Board member and strategic advisor for Whealthcare Planning LLC, is a board member at The American College State Farm Center for Women and a board member of the non-profit, Savvy Ladies.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/suzanne-siracuse-722b777″ url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Vanessa-Stephens.png” alt=”Vanessa Stephens” title_text=”Suzanne Siracuse” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Suzanne Siracuse” _builder_version=”4.27.4″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Vanessa Stephens<\/h3>\n

VC & Growth Equity Attorney l Angel Investor & LP l Startup Advisor<\/strong><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]As Vice President, Venture Capital and Growth Equity Legal Transactions, Vanessa is responsible for negotiating term sheets and structuring equity transactions from\u00a0 warrant to convertible notes to equity allocations; and focuses on creating policies and procedures for governance structures and operating controls of portfolio companies.[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/vanessa-stephens-45099032\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” locked=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2026\/04\/Stephanie-M-Wei-150×150.jpeg” alt=”Stephanie M. Wei” title_text=”Suzanne Siracuse” _builder_version=”4.27.6″ _module_preset=”default” max_width=”120px” border_radii=”on|90px|90px|90px|90px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Stephanie M. Wei” _builder_version=”4.27.6″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Stephanie M. Wei<\/h3>\n

Wealth Advisor | Ashton Thomas Private Wealth
Chief Member<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Stephanie Wei<\/strong> is a seasoned financial professional with over two decades of experience advising high-net-worth individuals and families on complex investment strategies, wealth preservation, and risk management. A Chartered Financial Analyst\u00ae charterholder since 2002, Stephanie brings a global perspective and deep institutional knowledge to her role within Ashton Thomas.<\/p>\n

Stephanie\u2019s approach is deeply client-centric. She is particularly passionate about empowering women, professionals of color, and first-generation wealth builders by providing access to the kind of tailored, unbiased financial guidance that has long been less available to these communities.<\/strong><\/p>\n

Stephanie\u2019s motivation is rooted in a personal story of resilience. After the unexpected loss of her mother as a teenager, she began managing her family\u2019s finances and developed a strong sense of duty that continues to shape her advisory work today.<\/p>\n

Stephanie holds a BA in International Political Economy with High Honors from UC Berkeley and a Master\u2019s degree in International Relations from The Fletcher School at Tufts University. She is a member of the CFA Society of San Francisco and Financial Women of San Francisco<\/strong>. A lifelong violinist, she has performed with the UC Berkeley Symphony and remains active in supporting arts and education nonprofits. She also currently serves as Secretary of Medcetera.org, an organization focused on equity in healthcare and scientific innovation.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/sweicfa\/” url_new_window=”on” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Precious-Williams.png” title_text=”Precious Williams” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Precious Williams” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Precious Williams<\/h3>\n

CEO\/Founder Perfect Pitches<\/strong><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]Precious Williams is a\u00a0 nationally recognized pitchmaster. As the founder of <\/span>Perfect Pitches By Precious LLC<\/span><\/a>, Precious teaches women how to communicate better by crafting messages that radiate authority and trust, so that clients and customers become fans for life. Whether she’s helping small business owners work out elevator pitches to potential investors for a new product or training speakers for a pitching competition, Precious combines her communications and storytelling savvy with masterful marketing know-how to generate stellar results.<\/p>\n

Precious Williams has written three #1 bestselling books on pitching, \u201cBad Bitches and Power Pitches:\u00a0 For Women Entrepreneurs and Speakers Only!\u201d and the \u201cBad Bitches and Power Pitches: The Workbook\u201d and\u00a0 \u201cPitching for Profit:\u00a0 The Bad Bitches Playbook to Convert Conversations Into Currency.\u201d\u00a0[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/precious-l-williams\/” url_new_window=”on” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||0px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Junior Board” _builder_version=”4.21.0″ _module_preset=”default” header_font=”Proxima Nova Alt Extrabold||||||||” header_text_align=”center” header_text_color=”#018060″ header_font_size=”50px” custom_margin=”||||false|false” global_colors_info=”{}”]<\/p>\n

Jr. Board Members<\/h1>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Nicky-Amore.png” title_text=”Nicky Amore” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Nicky Amore” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Nicky Amore, MBA, CFP\u00ae, CPWA\u00ae<\/h3>\n

Savvy Ladies Jr. Board Sponsorship\/Program Committee Co-Chair<\/p>\n

Financial Planner at Falcon Wealth Planning<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Nicky recently joined the Falcon Wealth Planning team after working previously as a Wealth Advisor Associate. She will be working alongside Managing Director, David Smith, in their Chicago offices, working hard to expand FWP\u2019s nationwide reach.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/namore\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Mei-Arditi.png” title_text=”Mei Arditi” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Mei Arditi” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Mei Arditi<\/h3>\n

Savvy Ladies Jr. Board Mentorship Committee Co-Chair<\/p>\n

Risk Analyst at Morgan Stanley<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Experienced Graduate Research Fellow with a demonstrated history of working in the higher education industry and Technology Services. Skilled in Communication, Management, Racket, Interviewing, and R. Strong research professional with a Master of Arts – MA focused in Social Sciences from University of Chicago. <\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/mei-arditi-3937a9195\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Amanda-Connaughton.png” title_text=”Amanda Connaughton” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Amanda Connaughton, CFP\u00ae” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Amanda Connaughton, CFP\u00ae<\/h3>\n

Savvy Ladies Jr. Board Mentorship Committee Co-Chair<\/p>\n

CERTIFIED FINANCIAL PLANNER\u2122<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Amanda is a CERTIFIED FINANCIAL PLANNER\u2122 for Financial Solutions, an independent financial planning firm. she strives to help people get from where they are to where they want to be by creating personalized plans that put them on track to reach their financial goals. She helps young professionals build wealth and retirees manage the wealth they have accumulated.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/amandaconnaughton\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Mara-Cristina-Tache.png” title_text=”Mara Cristina Tache” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Mara\tCristina Tache” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Mara Cristina Tache<\/h3>\n

Savvy Ladies Jr. Board Co-Chair<\/p>\n

Director Product Integration, Mastercard<\/span><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Experienced payments professional with global exposure focused on Payment Platform(s), Card Issuance, and Merchant Acceptance. She is recognized as a business and product go-to-market subject matter expert, helping customers manage a launch’s technical & business aspects<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/maracristinatache\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2026\/03\/Margaret-Foster.png” title_text=”Margaret Foster” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Margaret\tFoster” _builder_version=”4.27.6″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Margaret Foster<\/h3>\n

Associate, Simpson Thacher & Bartlett LLP<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/margaret-foster-63855ab9\/” url_new_window=”on” _builder_version=”4.27.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Anne-Mosley.png” title_text=”Anne Mosley” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Anne\tMosley” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Anne Mosley<\/h3>\n

Savvy Ladies Jr. Board Development Committee Co-Chair<\/p>\n

Attorney, Sullivan & Cromwell LLP<\/span><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Education:
Columbia Law School, J.D., 2020
Yale University, B.A., 2015<\/p>\n

Bar Admissions:
New York<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.sullcrom.com\/Lawyers\/Anne-H-Mosley” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row disabled_on=”on|on|on” _builder_version=”4.27.4″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” disabled=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Nicole-Postighone.png” title_text=”Nicole Postighone” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Nicole\tPostighone” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Nicole Postighone<\/h3>\n

Savvy Ladies Jr. Board Sponsorship\/Program Committee Co-Chair<\/p>\n

Aladdin Client Engagement Associate at Blackrock<\/p>\n

 <\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

A motivated, energetic, and detail-oriented baking and client engagement professional with diverse experience in finance, business operations, and investment. Manages and owns existing client relationships on the Aladdin platform, with a focus on banks. Identifies and pitches harvesting opportunities to drive revenue and reduce churn rates; executes various analytics testing initiatives to assist clients in reducing risk.
<\/span><\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/nicolepostighone\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/RayChel-Wilson.png” title_text=”Ray’Chel Wilson” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Ray’Chel \tWilson” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Ray’Chel Wilson<\/h3>\n

Savvy Ladies Jr. Board Development Committee Co-Chair<\/p>\n

CEO, Raise the Bar Investments<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Ray’Chel Wilson is a dedicated education professional and transformational leader who is passionate about promoting quality education and creating long-term impact. <\/p>\n

She has received recognition as one of Oklahoma’s top “20 Under 2” teachers and as one of “Tulsa’s Emerging 100” entrepreneurs, showcasing her commitment to addressing education and wealth disparities. Emerging from the classroom, Ray\u2019Chel now fundraises for \u201cthe best kids in Black Wall Street\u201d, ensuring they have the resources to have quality education & live a choice-filled life. <\/p>\n

As the CEO of Raise the Bar Investments, a financial education social enterprise, she empowers minorities to close wealth gaps. Raise the Bar Investments aims to educate and empower clients to develop better financial habits and overall financial well-being. <\/p>\n

Ray’Chel sees the intersection of education & entrepreneurship as her calling and invites others to reach out to her to collaborate and make a collective impact.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/raychelwilson\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Ongelique-Winkfield.png” title_text=”Ongelique Winkfield” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Ongelique Winkfield ” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Ongelique Winkfield<\/h3>\n

Savvy Ladies Jr. Board Co-Chair<\/p>\n

Vice President – Diverse Advisor Experience Program Lead, JP Morgan Chase & Co<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Experienced Project Manager with a passion for Inclusion and Diversity and a demonstrated history of working in the financial services industry. Skilled in Project Management Body of Knowledge (PMBOK), Team Management, Project Coordination, and Project Implementation. Strong program and project management professional with a Master’s degree in Project Management from Keller Graduate School of Management and a Bachelor\u2019s degree in Business Management with a specialization in Sustainability Management from DeVry University.<\/p>\n

[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/ongelique-winkfield-65b62746\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ _module_preset=”default” custom_margin=”0px||||false|false” custom_padding=”0px||15px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2023\/05\/Rachel_Zou.png” title_text=”Rachel_Zou” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Rachel Zou, CFA ” _builder_version=”4.21.0″ _module_preset=”default” text_font=”|700|||||||” text_line_height=”1.4em” header_3_font=”Proxima nova Bold Italic||||||||” header_3_text_color=”#94c44e” header_3_font_size=”24px” header_3_line_height=”1.1em” custom_margin=”||20px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Rachel Zou, CFA<\/h3>\n

Vice President, Investment Strategy Retirement Solutions at BlackRock<\/b><\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”]Leading the Atlanta Investment Strategy team of Retirement Solutions and providing lifecycle investment insights to clients <\/span>\u25aa <\/span>Driving Financial Literacy initiatives for BlackRock as the co-lead of the Financial Inclusions Team for the Americas region.[\/et_pb_text][et_pb_image src=”https:\/\/www.savvyladies.org\/wp-content\/uploads\/2021\/05\/linkedin-icon.png” alt=”Linkedin” title_text=”Linkedin” url=”https:\/\/www.linkedin.com\/in\/rachzou\/” url_new_window=”on” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider color=”#e8e8e8″ _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||||false|false” global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

La junta directiva y el equipo de liderazgo de Savvy Ladies promueven la alfabetizaci\u00f3n financiera de todas las mujeres.<\/p>","protected":false},"author":60,"featured_media":43488,"parent":446,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"give_campaign_id":0,"_et_pb_use_builder":"on","_et_pb_old_content":"

Executive Board<\/h1>

Stacy Francis<\/h2>

Founder of Savvy Ladies Inc.<\/em><\/strong>
Francis Financial<\/em><\/strong>
Stacy Francis is the Founder, CEO and President of Francis Financial, Inc., a Wealth Management and Financial Planning firm. With over 18 years of experience in the financial industry, she is a CERTIFIED FINANCIAL PLANNER\u2122 (CFP\u00ae), a Certified Divorce Financial Analyst\u2122 (CDFA\u2122), and a Certified Estate Planning Specialist (CES\u2122). She is the Co-Director of the Association of Divorce Financial Planners\u2019 (ADFP) Greater New York Metro Chapter and a member of the Women Presidents\u2019 Organization (WPO) and an honoree member of the Private Risk Management Association (PRMA). A nationally recognized financial expert, Stacy has appeared on ABC News, CNBC, CNN, PBS Nightly Business Report, The Today Show, Good Morning America, Fine Living Network, and The O\u2019Reilly Factor. Stacy attended the New York University Center for Finance, Law and Taxation.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Nina Epstein<\/h2>

Goldweber Epstein LLP<\/em><\/strong>
Nina Epstein is a partner at Goldweber Epstein LLP, a law firm she co-founded with Elyse S. Goldweber in 1995. Nina focuses her legal practice on matrimonial law, family law, and guardianship. She is a member of the Guardianship Panel in Supreme and Surrogate\u2019s Court and is certified to represent children whose custody is at issue in a divorce as well as alleged incapacitated persons. As a family advocate, she serves on the New York State Bar Association\u2019s sections on Family Law. She also serves on the Women\u2019s Bar Association, where she is a valued member of the Family Law Committee.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Amy Holzman<\/h2>

Barton LLP<\/em><\/strong>
Amy is a Partner at Barton LLP. Amy heads Barton\u2019s wills, trusts, estate planning, and estate litigation practice. Her practice also includes estate administration, where Amy represents individual beneficiaries, charities, executors, administrators, and trustees. Ms. Holzman regularly lectures to various groups on estate-planning topics. Before joining Barton, Amy was with Debevoise & Plimpton. Amy received her JD from Fordham University School of Law.<\/p>\u00a0

Pamela Moschetti<\/h2>

SPACES<\/em><\/strong>
Pamela is the founder and owner of SPACES, A Design Company, a boutique design firm located in the heart of Chelsea, specializing in Landscape and Garden Design.
SPACES currently has projects in NYC, CT and Eastern Long Island. Her garden specific studies at the Royal Horticultural Society, The School of Garden Design, both in the UK, and the New York Botanical Garden in NY give her a broad based foundation from which to begin any project. She attributes her company\u2019s diversity and style to her career experience working with the magnificent creatives at Ralph Lauren for 4 years, the talented designers and merchandisers at Liberty of London in the UK for 2 years, and Lillian August in CT and NYC, for another 3 years. However it is her personal interests within the art, design, music and fashion worlds that birth a refinement to her reputation and projects. While decidedly working from the left side of the brain for most of her life, Pamela\u2019s past employments include Paine Webber and Goldman Sachs. Those financial sensibilities and managerial skills support her still.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Mary Stone<\/h2>

Bank of America<\/em><\/strong>
Mary Stone is a Managing Director and Head of RMBS Securitization and Advisory within Global Mortgages and Securitized Products Origination and Lending at Bank of America Securities.\u00a0\u00a0In this role, she leads a banking team responsible for structuring and underwriting transactions collateralized by residential mortgage assets including cash and synthetic bond offerings, asset sales and financing arrangements.\u00a0 Mary led the banking team that advised Fannie Mae in the initial structuring of its Connecticut Avenue Securities (CAS) credit risk transfer note program alongside FHFA and Treasury.
Mary earned a BBA in Finance from the College of William and Mary. She is a member of the SFA steering committee for credit risk transfer. Mary is an active member of the William and Mary NYC alumni network and works with fellow alumni at Bank of America to recruit W&M students to the firm.\u00a0\u00a0Mary is also very active in Bank of America\u2019s Diversity and Inclusion programs including its Women\u2019s leadership initiatives.\u00a0\u00a0She has twice planned the Global Banking and Markets Women\u2019s Leadership Conference and is currently leading a Power of 10 women\u2019s mentorship circle at Bank of America. Mary lives in Larchmont, NY with her 2 sons.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Lisa Zeiderman<\/h2>

Managing Partner | Miller Zeiderman LLP <\/em><\/strong>
Lisa Zeiderman is a Managing Partner of the law firm Miller Zeiderman LLP., who focuses her law practice solely in matrimonial and family law. As both an attorney and a Certified Divorce Financial Analyst, she has a wealth of experience, understanding, negotiating and litigating high net worth and\/or complex financial matters. She has been lead trial counsel in matters of custody, modification of custody, equitable distribution of assets, child support, alimony, contempt hearings and relocation matters. Lisa obtained her law degree at Fordham University School of Law and then went on to become a Certified Divorce Financial Analyst. She now sits on the Advisory Board of the American Academy of Certified Financial Litigators, and is a member of the Legislative Committee of the Family Law Section for the New York State Bar Association and on the executive board of the Justice Brandeis Law Society. She is also a member of the New York State Bar Association, the New York Women\u2019s Bar Association and the Westchester Women\u2019s Bar Association.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Board of Directors<\/h1>

\u00a0<\/h2>

Jeanne Berger<\/h2>

Private Client Advisor | JPMorgan Chase Bank<\/em><\/strong>
Jeanne is a Private Client Advisor at JPMorgan Chase Bank since 2011. Previously, Jeanne was employed by National City Bank. Jeanne received her Bachelor\u2019s Degree from Saint Mary\u2019s College.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Lee Conti, Jr.<\/h2>

Insurance Planner & Educator <\/em><\/strong>Lee Conti, Jr. is a Director with CPS Elite Advisors Insurance Svcs, as well as a nationally recognized speaker on cutting edge insurance trends. Lee focuses on coaching advisors on cutting-edge risk management strategies in the areas of Longevity Planning, Disability protection, Long Term Care, Linked Benefits, and Life Insurance. Lee is committed to the highest fiduciary standards and he has dedicated the last 21 years to helping advisors design insurance programs to help their clients protect and augment wealth. He brings a planner\u2019s mindset to all his tailored risk management solutions, in a space often crowded with transaction-minded individuals.<\/p>

Lee is certified nationally as a Continuing Education instructor for Insurance sessions and is also approved to teach CFP\u00ae Continuing Education courses to financial advisors. Lee has been a breakout speaker at financial planning industry conferences since 2006 and is consistently a go-to resource for advisors on insurance-related questions. He takes pride in creating and teaching dynamic sessions that allow advisors to walk away with practical information to help their clients plan for a better future and he has currently trained over 8,000 advisors on risk management strategies. Lee's passion for education led him to serve on the FPA of NY\u2019s Board of Directors as Co-Chair of the Spring Forum and Director of the Practitioners monthly educational meetings before becoming President in 2016.<\/p>

Bernadette Herward Davida<\/h2>

Shareholder | Polsinelli PC,\u00a0Polsinelli LLP<\/em><\/strong>
Bernadette Herward Davida\u2019s rigorous work ethic and enthusiasm for the commercial real estate industry are a combination for success. Bernadette enjoys collaborating with clients on issues such as corporate headquarters leasing on behalf of tenants and landlords; commercial and residential development and management of hotel, retail and golf course properties; private equity funds; loan, guaranty, and lease workouts and restructurings; acquisitions; partnerships and joint ventures; and financings.<\/p>

Peter Frank, CPA, CITP, Board Treasurer<\/h2>

Partner |\u00a0Schulman Lobel, LLP<\/em><\/strong><\/p>

Peter Frank has been advising individuals and closely held businesses on accounting and tax matters for nearly 40 years. He has a diversified clientele, ranging from the entertainment and film business to real estate, hotels and restaurants, auctioneers, professional services, inbound international tax clients, U.S. expatriates, and others. Peter works closely with start-up businesses and prides himself on the relationships and trust he develops with his clients, assisting them in many areas of their business. Peter also consults on information technology issues and has particular experience with accounting and business management systems.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Amy Goldsmith, Board Secretary<\/h2>

Partner | Tarter Krinsky & Drogin LLP<\/em><\/strong>
Amy Goldsmith is a Partner and Co-Chair of the Intellectual Property Department at Tarter Krinsky & Drogin LLP. Ms. Goldsmith partners with clients to provide practical legal advice and connections to grow their businesses. A strategic advisor, she guides clients in all stages of their development from idea conception and protection, to funding, manufacturing and enforcement. She received her undergraduate Bachelor of Science degree from Cornell University and her JD from Benjamin N. Cardozo School of Law, Yeshiva University. She is a registered patent attorney. Ms. Goldsmith is a Vice President of the New York Women\u2019s Bar Association and Co-Chair of the CLE Committee. She is a frequent lecturer on intellectual property topics for Lawline. She also serves on the Advisory Board for TedxTimesSquare and spoke at its inaugural event.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Carol Schiro Greenwald, Ph.D<\/h2>

Consultant | CSG MarketingPartners<\/em><\/strong>
Professional Services, Practice Builder, Marketing Maven & Political Scientist. Carol is the Owner of MarketingPartners, a professional services practice that provides strategic counseling, targeted strategies, training, and personal performance coaching for lawyers, accountants and their firms. Her book,\u00a0Build Your Practice the Logical Way: Maximize Your Client Relationships <\/em>(ABA, First Chair Press, 2012) details her approach. She is a nationally known speaker and author. Carol received her Ph.D. from the City University of New York.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

James Guberman, MBA, CDFA, CCFE<\/h2>

Manager | Baker Tilly Virchow Krause, LLP<\/em><\/strong>
James is a Manager in the firm\u2019s Forensic Litigation & Valuation Services group with more than ten years of experience focusing on a wide range of matrimonial valuation and forensic engagements. Areas of expertise include the valuation of closely held businesses, professional practices, and real estate entities. James has assisted with the identification and quantification of separate and marital assets, income
reconstruction, the analysis of living expenses and income sources available for support, and the evaluation of settlement proposals. He has also assisted counsel at trial, depositions, and in the preparation of document demands, and interrogatories. James has qualified as an expert and testified in the Supreme Court of the State of New York and the Superior Court of Connecticut. James has prepared presentations for the New York City Bar Association (Inventory Fraud: Thinking Outside the Box) and the American Bar Association (Deciphering the Financial DaVinci Code of Divorce: The Idiot\u2019s Guide to Tax Return(s) and Financial Analysis for Fun and Profit).<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Randi Karmel<\/h2>

Randi L. Karmel, PLLC<\/em><\/strong>
Randi Karmel is the Owner of Randi L. Karmel, PLLC. Randi has been practicing law for over 20 years, acquiring extensive litigation and trial experience. Randi currently represents clients in negotiating prenuptial and mid-nuptial agreements, separation and settlement agreements and actions for divorce that include equitable distribution, maintenance, visitation, support, and custody. She is a member of the Family Law Section of the New York State Bar Association, the Brooklyn Bar Association, and the Women\u2019s Bar Associations of New York and Kings Counties. Randi received her JD from the American University, Washington College of Law.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Eugene J. Madden<\/h2>

Vice President, Senior Financial Advisor |\u00a0Merrill Lynch, Pierce, Fenner & Smith<\/em><\/strong>
Eugene is an Assistant Vice President and Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith. Eugene focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client\u2019s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Eugene is driven by his passion for delivering excellent service and helping clients pursue their goals.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Linda Nussbaum<\/h2>

Managing Director | Nussbaum Law Group, P.C.<\/em><\/strong>
Linda Nussbaum is the managing director of the Nussbaum Law Group, P.C.\u00a0 She is nationally recognized for her representation of class and individual plaintiffs in antitrust, RICO, CEA, and pharmaceutical litigation.\u00a0 She has served as sole or co-lead counsel in many significant class actions which have resulted in substantial recoveries, many in the realm of hundreds of millions of dollars.\u00a0 She has also represented large corporate clients including, among others, Hewlett-Packard Company, Kaiser Foundation Health Plan, Inc., Meijer, Inc., Bed Bath & Beyond Inc., Burlington Coat Factory Warehouse Corporation, Progressive Casualty Insurance Company, Avis Budget Group, Inc. and Wegmans Food Markets, Inc.<\/p>

Ms. Nussbaum has lectured extensively about various aspects of antitrust and class action law.\u00a0\u00a0 She has participated in many other lectures and panel discussions and has spoken at the American Bar Association\u2019s Spring Meetings on a variety of antitrust topics over the past ten years.\u00a0 She has also has authored numerous publications.\u00a0 She has also has authored numerous publications.<\/p>

Linda\u2019s successful prosecution of complex litigation has been recognized and commended by judges in matters in which she has served as lead counsel.<\/p>

Linda received her B.A. (magna cum laude) from Brooklyn College, her J.D. (with honors) from the National Law Center, George Washington University Law School, and her LLM in taxation from New York University Law School.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Carrie Rattle <\/h2>

\u00a0BA Economics, MBA, CDFA, AFC Candidate<\/em><\/strong><\/p>

Carrie Rattle is a Master Money Coach, CEO of Behavioral Cents, LLC and Speaker.\u00a0 She is also a proud volunteer for the Savvy Ladies and Women\u2019s Money non-profit organizations. Carrie is a veteran financial executive, with multi-country experience in banking, brokerage and credit card practices.\u00a0 Her breadth of experience includes retail banking and credit cards in 2 countries with Fortune 500 companies TD Bank Financial Group and First Data.\u00a0 She also market-launched brokerage offices in 6 countries for TD Waterhouse (now TD Ameritrade).\u00a0 In addition, Carrie assisted in the turnaround of the 300-person company Cynergy Data to ensure it could be sold, and worked at On Deck Capital to ready it for IPO launch. Her experience lies in both B2C and B2B marketing, customer service and business turnaround with a strong focus on growing people while delivering to the bottom line.\u00a0 <\/p>

Carrie has successfully managed her own money behaviors for years, which enables her to live her own dream of helping women. Adventure travel, high altitude hiking, organic gardening, and archery are her passions.\u00a0 She feels blessed to have wonderful friends & family, and resides with her wonderful husband and two spoiled little bunnies.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Suzanne Siracuse<\/h2>

CEO\/Founder, Suzanne Siracuse Consulting Services LLC<\/em><\/strong><\/p>

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting Services, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives.\u00a0Ms. Siracuse is the former CEO and Publisher of InvestmentNews <\/em>where <\/em>she oversaw the vision and strategic direction for all their platforms including print, digital, events and research. Ms. Siracuse had been with InvestmentNews<\/em> since its launch in 1998, and formerly held the position of Advertising Sales Director and Associate Publisher before being named Publisher in January of 2006.\u00a0<\/p>

Under her leadership, InvestmentNews<\/em> launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Women\u2019s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.\u00a0An industry thought-leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech. Ms Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.<\/p>

\u00a0In addition, Ms. Siracuse is also the Chair of the Board for the Invest in Others Charitable Foundation, is a Board member and strategic advisor for Whealthcare Planning LLC, is a board member at The American College State Farm Center for Women and a board member of the non-profit, Savvy Ladies.\u00a0<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Helen C. Sturm<\/h2>

HCS Divorce Mediation & Consultation<\/em><\/strong>
The Honorable Helen C. Sturm (retired) is the Owner and Principal of HCS Divorce Mediation & Consultation which provides mediation and consultation in divorces of high net-worth individuals, including division of assets and all aspects of child support, custody and access. Helen was previously Hearing Officer, Judicial Hearing Officer, and Judge for New York State as well as Senior Supervising Attorney, Assistant District Attorney, Deputy Bureau Chief, Bureau Chief, Juvenile Crimes Unit, and Assistant District Attorney for New York County District Attorney's Office.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Mandeep Trivedi<\/h2>

Principal, Practice Leader -\u00a0Valuation Services |\u00a0Citrin Cooperman<\/em><\/strong>
A Principal and Practice Leader in the firm\u2019s Valuation and Forensic Services group, Mandeep brings more than 13 years of experience to complex business valuations and financial analysis. Prior to joining Citrin Cooperman, Mandeep was a public equity analyst and financial advisor to high net worth clients. Leading the firm\u2019s valuation services team, Mandeep manages the preparation and delivery of top-quality valuations of businesses, private equity, professional practices, and income -generating assets such as derivatives and intellectual property. Mandeep is a member of the CFA Institute and the New York Society of Security Analysts (NYSSA). Mandeep earned her honors degree in Commerce and Finance from the University of Toronto and obtained her M.B.A. from Schulich School of Business, York University in Canada. She holds the designation of Chartered Financial Analyst and is an Accredited Senior Appraiser with the American Society of Appraisers.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

Sharon Yehoshua, Esq.<\/h2>

Senior Counsel |\u00a0Chaves Perlowitz Luftig LLP<\/em><\/strong>
Sharon focuses her practice on real estate transactions. She represents purchasers, sellers, investors, lenders, and developers in the purchase, sale, development and financing of residential and commercial real estate.\u00a0Her residential practice includes experience in the purchase and\/or sale of individual cooperative and condominium units, as well as townhouses. Her commercial practice includes the acquisition or disposition of mixed-use properties, multi-family properties, and development sites. She also represents tenants and landlords in commercial lease transactions. Sharon leads transactions from inception to closing with a genuine spirit of cooperation, high quality work, and results.\u00a0Clients appreciate her responsiveness and ability to foster a personal client relationship. In 2019, she was recognized among only 2.5 percent of New York attorneys as a New York \u201cSuper Lawyer\u201d and Rising Star in Real Estate.<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n \r\n \r\n \r\n\r\n \r\n\r\n \r\n \r\n \r\n \r\n \r\n\r\n \r\n \r\n \r\n \r\n

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