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Sayra Fischer Lebenthal Award for Professional Excellence in Finance

Thasunda Brown Duckett, CEO, Consumer Banking, Chase

Thasunda Brown Duckett is the Chief Executive Officer of Chase Consumer Banking. She is a member of the Consumer and Community Banking Leadership Committee.

Chase is one of the largest U.S. providers of banking, lending, treasury, wealth management and investment services. Duckett oversees a banking network with more than $684B in deposits and investments, 5,300 branches, 18,000 ATMs and more than 47,000 employees – including 3,000 financial advisors – serving 23 million households nationwide.

Duckett was previously the CEO of Chase Auto Finance, one of the leading bank providers of auto financing in the country with a portfolio of more than $60 billion in assets and relationships with 75% of U.S. franchised automotive dealers. Under her leadership, Chase Auto Finance moved from #27 in the JD Power Dealer Financing Satisfaction Survey to #1 in Prime and Non-Prime. She broadened its dealer partnerships and launched Chase Auto Direct, the bank’s new direct-to-consumer business.

Prior to Auto, Duckett served as National Retail Sales Executive for Chase Mortgage Banking, where she managed 4,000 mortgage bankers who provide home financing to customers across the nation. She previously led Mortgage Banking’s East Region Sales team for three years. She has also served as the Channel Executive of Bank Branch Integration and as Director of Affordable Lending and Emerging Markets.

Before joining JPMorgan Chase, Duckett was a Director of Emerging Markets at Fannie Mae, where she led the implementation of national strategies designed to increase homeownership among African Americans and Hispanics across the country.

Duckett has been recognized widely as a leading executive in the financial industry. She was named as a “Top 100 Leading Female Executive” by Automotive News; one of the most powerful women in banking by American Banker magazine; one of the 50 most powerful women in corporate America by Black Enterprise magazine and among the top most influential blacks in corporate America by Savoy magazine.

 
 
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Change Maker of the Year Award

Kate Healy, Managing Director, Generation Next, TD Ameritrade Institutional

Kate Healy is Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional’s NextGen and Women’s Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the Company’s Diversity & Inclusion committee.

Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “10 to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people.  Healy was named to InvestmentNews‘ inaugural “Women to Watch” in 2015. Additionally, she was TD Ameritrade’s 2014 Impact Award winner for Diversity and Inclusiveness.

She is a trustee for the Foundation for Financial Planning and a member of the Invest in Others board. Kate also is a founding member of the CFP Board’s Women’s Initiative (WIN) Council, the Center for Financial Planning’s Advisory Council and a founding member of the Center’s Diversity Advisory Board.

Healy holds a Bachelor of Arts in Economics from Rutgers College.

 
 

Change Maker of the Year Award

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Cheryl Nash, President, Investment Services at Fiserv

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

Cheryl’s credentials include her appointment to the Money Management Institute (MMI) board of governors and selection as co-chair of the MMI Women in Wealth Management, a program dedicated to ensuring women in the workforce 0-5 years have an enriching start to their financial services careers; board member of MMI’s Leadership Pathway; and former co-chair for MMI’s Technology & Operations Committee. She serves as an Envestnet Institute on Campus advisory board member and leads the Women in Wealth Management initiative, a program dedicated to inspiring, advising, and educating career-focused women.

Cheryl has received numerous awards for her contributions and achievements including Money Management Institute’s Pioneer Award (2009); Gold Stevie® Award for Women in Business (2016); Family Wealth Report’s Women in Wealth Management—Individual Contributor award (2017); MMI/Barron’s Industry award to Envestnet Institute on Campus in the ‘Doing Good’ category, a program for which Cheryl Nash and Fiserv are key contributors (2017, 2018); InvestmentNews 2017 Women to Watch honoree; the FTF News 2018 Editor’s Choice Award and most recently, ThinkAdvisor’s 2019 Top Women in WealthTech.