Anthony Boor has served as Brightpoint's executive vice president, chief financial officer and treasurer since October 2005 and, prior thereto, from June 2005 to October 2005, he served as acting chief financial officer and acting principal financial officer. From July 2001 to October 2005, Mr. Boor served as the senior vice president and chief financial officer of the Americas division. Mr. Boor was previously vice president and controller of Brightpoint North America L.P. from July 1999 to July 2001 and Director of Business Management of Brightpoint North America from August 1998 to July 1999. Prior to joining Brightpoint, Mr. Boor was employed in various financial positions with Macmillan Publishing, Day Dream, Inc., Ernst & Young LLP, New Mexico State Fairgrounds and The Downs at Albuquerque, KPMG, LLP and Ernst & Whinney. Mr Boor is a certified public accountant.

 

Frank H. Boykin is Chief Financial Officer of Mohawk Industries, Inc. Mr. Boykin’s responsibilities include worldwide strategic and financial planning, mergers and acquisitions, investor relations, financial analysis, accounting, treasury, risk management and internal audit. He manages approximately 500 finance professionals in North America, Europe and Asia.

Mr. Boykin began his career at Mohawk as Corporate Controller in April 1993 and served in that position until May 1999, when he was appointed Vice President, Corporate Controller. In August 2004, he was appointed Vice President – Finance. In January 2005, he was appointed Vice President – Finance and Chief Financial Officer of the Company. 

Before joining Mohawk, Mr. Boykin was a Senior Manager at KPMG working in both the Atlanta and New York offices.  Mr. Boykin currently serves on the Georgia State University Board of Advisors, MS Finance Program, Atlanta Chamber of Commerce Board of Directors and Woodruff Arts Center Lead Gifts Committee.  He also has been awarded the 2010 CFO of the year award by the Atlanta Business Chronicle and received the Best CFO award in 2010 from Institutional Investor Magazine.

Mohawk is a Fortune 500 manufacturer and distributor of floor covering products in North America, Europe and Asia that is headquartered outside of Atlanta, Georgia.  Mohawk product offerings include carpet, rugs, ceramic tile, hardwood and laminate flooring as well as certain other building products.  With annual sales of approximately $6 billion, Mohawk’s operations include vertically integrated manufacturing, a trucking fleet of more than 700 vehicles with over 300 distribution points and highly sophisticated marketing and merchandising programs to reach over 30,000 customers.

 

As Executive Vice President and Chief Financial Officer, Nancy is responsible for all of CA Technologies corporate and business unit financial functions worldwide, including the controller role, treasury, tax, investor relations, and risk management. Nancy joined CA Technologies in August of 2006.

Nancy has nearly 30 years of finance experience, most recently serving as Chief Financial Officer for IMS Health, Incorporated, the world’s leading provider of market intelligence to the pharmaceutical and healthcare industries. There, her responsibilities included finance and accounting, treasury, investor relations, human resources, and business development. She was instrumental in integrating IMS’ financial systems and finance teams representing more than 100 countries and closing 30 acquisitions IMS made during her tenure.

Prior to joining IMS Health, Nancy was the Chief Financial Officer of Reciprocal, Inc., a leading digital rights management and consulting firm whose clients included McGraw Hill, Sony, Time Warner, and Reuters. In addition, she served as Chief Financial Officer of Pitney Bowes Credit Corporation, an international credit company.

In 1998, Nancy served as a partner responsible for finance and administration at General Atlantic Partners, a private equity firm focused on software and services investments.

From 1976 to 1998, Nancy held various positions of increasing responsibility at IBM, including CFO of the Global Industries Division, Assistant Corporate Controller, and Controller and Treasurer of IBM Credit Corporation. Prior to that, she served as Director of Financial Management Systems, Pricing and Financial Planning at IBM, responsible for pricing strategy and financial planning management among many IBM divisions worldwide.

She serves on the Board of Directors at Teradata Corporation as well as the Anita Borg Institute for Women and Technology.

Nancy holds a Bachelor of Arts degree in Economics and Political Science from Bucknell University and an MBA from the Harvard Graduate School of Business Administration.

 

David Craig is the Northeast Regional Manager for Host Analytics, responsible for sales operations and customer satisfaction in many of the company’s largest clients. He has over 25 years of software solution experience working in both Financial Application solutions and Technical Consulting roles. He focuses on helping his customers by aligning the solution to their most pressing operational problems with the core competency of his company, and building a business case for change that values process improvements.

Prior to joining Host Analytics, David served as Vice President of Sales at Advanced Visual Systems. Regional VP at Hyperion, Global Account Executive @ SAP, Applications Account Executive at Oracle, and Systems Engineer at IBM. He received an MBA in Operations Research for the Whitman Graduate School of Business at Syracuse University and a Bachelor of Science in Accounting and Finance from Syracuse University.

 

Mike Devine was appointed Senior Vice President and Chief Financial Officer of Coach in December 2001 and Executive Vice President in August 2007.  Prior to joining Coach, Mr. Devine served as Chief Financial Officer and Vice President-Finance of Mothers Work, Inc. from February 2000 until November 2001.  From 1997 to 2000, Mr. Devine was Chief Financial Officer of Strategic Distribution, Inc., a Nasdaq-listed industrial store operator.  Previously, Mr. Devine was Chief Financial Officer at Industrial System Associates, Inc. from 1995 to 1997, and for the prior six years he was the Director of Finance and Distribution for McMaster-Carr Supply Co.  He also serves as a member of the Board of Directors of NutriSystem, Inc. and Express, Inc., where he is also the Chair of the Audit Committee.  Mr. Devine holds a Bachelor of Science degree in Finance and Marketing from Boston College and an M.B.A. degree in Finance from the Wharton School of the University of Pennsylvania.

 

Mr. Evans joined Chaparral in July of 2005 as Chief Financial Officer. From 1998 to June 2005, Mr. Evans was a consultant and practiced public accounting with the firm of Evans Gaither & Assoc. From 1997 to 1998, he served as Senior Vice President and Financial Advisor, Energy Lending, for First National Bank of Commerce in New Orleans. From 1976 until 1997, Mr. Evans worked in the Oklahoma practice of Deloitte & Touche where he became an Audit Partner. While at Deloitte he was a member of the energy industry group and was responsible for services on numerous Commission filings for clients. Mr. Evans has instructed numerous continuing professional education courses focused on compliance with the Sarbanes Oxley Act. He is a Certified Public Accountant and an Accredited Petroleum Accountant. Mr. Evans is a graduate of the University of Central Oklahoma with a Bachelor of Science degree in Accounting.

 

Dr. Richard Fallon is the Vice President, Chief Financial Officer of the RAND Corporation.  Serving in this role since January 2000, he is responsible for:  RAND’s business planning; treasury functions; financial management and reporting; investment analysis; accounting and regulatory compliance; and provides principal staff support to the RAND Board of Trustees’ Audit and Investment Committees. 

Prior to this responsibility he served as President of RAND Europe for four years.  In that role he helped establish a significant RAND presence in Europe through work conducted for European governments and the private sector--focusing primarily on Transportation and Logistics, Infrastructure Planning, Telecommunications and Information Technology, Health Policy, and Organizational Structure and Functioning.

Dr. Fallon also has over 10 years professional experience in the Telecommunications Industry, primarily with the Pacific Telesis Group as Chief Financial Officer of several subsidiaries and head of Pacific Bell's Financial Management Division.  In these roles he was directly responsible for business planning, investment analysis, financial assurance, corporate financial planning, and economic forecasting.

Dr. Fallon received his Ph.D. degree in Public Policy Analysis from the RAND Graduate School in 1980, where he conducted research and analysis at RAND in the areas of defense operational readiness, energy policy, and organizational decision making.  He also achieved a M.S. degree from Stanford University in 1975 in the area of Engineering-Economic Systems and his B.A degree in Mathematics System Science from UCLA in 1974.

 

Mr. Farrell is Executive Vice President and Chief Financial Officer of Church & Dwight Co., Inc., which manufactures and markets a wide range of personal care, household and specialty products under the Arm & Hammer brand name and other well-known trademarks.  Matt joined Church & Dwight in September 2006.  Prior to joining the Company, he was Executive Vice President and Chief Financial Officer of Alpharma, Inc. from April 2002 until August 2006.  From July 2000 to April 2002, he held the position of Vice President, Investor Relations & Communications at Ingersoll-Rand Ltd.  From 1994 to 2000, he held various senior financial management positions with Allied Signal.  Mr. Farrell currently serves as a member of the Board of Directors of Lydall, Inc., a supplier of engineered thermal, acoustical and filtration products. 

 

Pimm Fox is the host of “Taking Stock with Pimm Fox,” an in-depth investment program which airs weekdays on Bloomberg Radio and Bloomberg Television.  Fox also co-hosts the weekly program “Bloomberg Businessweek Radio” with Ken Prewitt on Bloomberg Radio.

As the host of “Taking Stock,” Fox provides access into the world of professional investing through conversations with top Wall Street analysts, fund managers and CEOs.  “Taking Stock” offers insight into how company news, long-term strategy, trading tactics and market techniques impact stocks, bonds and commodities.  During his career at Bloomberg, Fox has interviewed numerous business chiefs and investment gurus including Netscape founder Jim Clark, SunAmerica founder Eli Broad, and Berkshire Hathaway Chairman and CEO Warren Buffett.

Fox joined Bloomberg in 2006, after overseeing financial services coverage for Dow Jones News Service in London.  He also previously served as a guest commentator for CNBC and the BBC and his work has been published by Institutional Investor, Newsweek, and The New York Times.  Prior to joining Dow Jones, Fox held roles as the director of the Charles Schwab 'Smart Investor' Web site, West Coast bureau chief for Computerworld magazine and as business editor for the San Francisco Chronicle.

Based in New York City, Fox received a bachelor’s degree in architecture from Columbia University. 

 

As a seasoned and highly successful executive in the financial services industry, Lisa Franklin has been at the forefront in redefining the traditional finance role as she progressed through her career.  Currently a CFO at The Travelers Companies, Inc. – a Dow 30 and Fortune 100 Company - Ms. Franklin integrates financial expertise into all facets and functions of the business to help drive and achieve strategic priorities, citing strong partnerships with senior leaders as key to leveraging fiscal capabilities. 

Ms. Franklin’s strong advocacy of utilizing analytics to support business decisions and strategic investments is another hallmark of her success.

Approaching two years as CFO for Small Commercial at Travelers, Ms. Franklin’s credentials also include CFO for Enterprise IT at The Hartford as well as various leadership roles in personal insurance, direct marketing, financial products, and operations.   

 

Eric Hespenheide serves as the Global Leader of the Deloitte Touche Tohmatsu Limited (DTTL) member firms’ Climate Change and Sustainability group within Audit and Enterprise Risk Services. He represents DTTL in various forums such as the Liaison Delegate to the World Business Council for Sustainable Development and is Deloitte’s Organizational Stakeholder for GRI.  In addition, he has recently been named to the Working Group of the International Integrated Reporting Committee.  He is a frequent speaker and author on the topic of sustainability particularly related to reporting and assurance matters.  Eric is a CPA and has served numerous global companies during his 34 year career.

 

Steve has 23 years of audit and acquisition due diligence experience. Steve is currently the managing partner for the Southeast Merger and Acquisition (“M&A”) Services group, with overall responsibility for transaction services provided by our Firm in the Southeast.  Steve also serves as a member of our firm’s U.S. M&A Leadership team where his responsibilities include oversight of the M&A industry programs and the firm’s strategic buyer program.   

Steve has extensive experience with transactions in a variety of industries including consumer business, manufacturing and business services.  Steve also has served as lead client service partner for a number of high growth strategic buyers providing him with deep experience with public offerings of  both debt and equity securities, transaction structuring options, internal control assessments, and SEC matters.

With significant experience serving domestic and multinational companies and his leadership position in our M&A organization, Steve ensures that the right resources are brought to bear on every project, in any business line and in any country.

 

Mr. Khouzami was named chief financial officer (CFO) and treasurer of Baltimore Gas & Electric Co. (“BGE”), a Constellation Energy company, in January 2011. Khouzami joined Constellation Energy in February 2005 and was appointed the executive director of investor relations in 2009 charged with managing the company’s relationships with shareholders and analysts. In January 2010, he assumed the additional responsibility of leading the company’s corporate financial planning and analysis activities. In February 2010, Khouzami was named the #1 Investor Relations professional in the Utilities sector by Institutional Investor magazine.

In his current role as CFO of BGE, Khouzami is responsible for the treasury, financial planning & analysis, operational finance, and accounting organizations. He is a member of BGE’s Executive Leadership Team and Constellation Energy’s Finance Leadership Team.

Prior to joining Constellation Energy, Khouzami held financial positions at Bear, Stearns & Co. Inc., primarily focusing on mergers and acquisitions and financing transactions within the financial institutions and insurance sectors.

Khouzami earned a bachelor’s degree in economics and communications studies from Vanderbilt University, and a master’s degree in business administration from Columbia Business School. A resident of Baltimore, Md., Khouzami is married and has two children.

 

David Kimm leads TD Ameritrade’s activities that identify and manage the organization’s credit, market and operational risks; compliance program; and internal audit and assurance activities.  In addition, as Treasurer, he is responsible for structuring and overseeing the investment of more than $45 billion of cash sweep and corporate investments.   He also serves as a member of the Company’s Senior Operating Committee (SOC), which shapes the strategic focus of the organization.

Kimm comes to TD Ameritrade with 30 years’ experience in financial services, the last 20 of which have included extensive risk and financial management responsibilities.  Prior to joining TD Ameritrade he served as the SVP/Chief Risk Officer for Wachovia Securities LLC (now Wells Fargo Advisors), where he established the brokerage firm’s risk management organization and was responsible for risk strategy, reporting, assessments, operational risk, credit/counterparty management and oversight of the margin portfolio.

Prior to joining Wachovia Kimm served in a financial leadership capacity with several other notable organizations.  Some of these notable roles include CFO for LPL Financial Services; CFO for Fidelity Investments’ Brokerage Group; EVP/Client Support and Risk Management for Fidelity Investments’ Institutional Brokerage Group; Chief Operating and Chief Financial Officer, Cowen & Company Private Client Group; and CFO roles within PaineWebber.

Kimm attended Michigan State University and received his Master of Business Administration from New York University.

 

Cliff Lange is currently Vice President, Chief Financial Officer & Chief Actuary at Boston Mutual Life Insurance Company where he reports to and serves the President & Chief Executive Officer of a $1 billion asset and one million policyholder company established in 1891.  Cliff leads a team of 30 professionals in the Controller's, Treasury, Tax, Compensation, Internal Audit and Actuarial areas.  He is responsible for the financial reporting, financial planning, budget, internal auditing, pricing, reserving, experience studies, taxes, treasury, compensation, and projections.  He also Chairs the Enterprise Risk Management Committee.  Prior to joining Boston Mutual, Cliff was Senior Vice President and Chief Actuary at Excellus Blue Cross Blue Shield where he had responsibility for the vision, direction, and leadership for the Actuarial, Rating & Underwriting, and Information Management areas for a $4.5 billion revenue business serving 2 million members in Upstate New York. Additional experience includes: Senior Vice President/Chief Analytics Officer Blue Shield of California where he led a team of 55 analysts in medical informatics, reserving, pricing, cost of health care analytics, and hospital contract modeling;  Senior Vice President and Chief Actuary GE Financial Assurance where he led an international actuarial team of 200 people supporting over $100 billion of assets under management in health insurance, life insurance, long-term care insurance, fixed and variable annuities, and property and casualty insurance in Europe, Japan, and the United States; and Senior Vice President and Chief Actuary of Golden Rule Insurance Company in Indianapolis, IN.  Cliff holds a BS Mathematics/Actuarial Science, Cum Laude from the University of Connecticut.

 

As Senior VP for Volt Consulting Group, Mark leads both Business Development and Delivery.  He draws upon his 16 years of management in contingent workforce procurement, global customer service, staffing and project-related services.

A member of the Volt team since 2001, Mark has applied his skills in operations and his Six Sigma expertise to improve process efficiencies and drive cost savings for the contingent workforce programs of Volt's Fortune 1000 clients.

Under Mark’s leadership, the Client Program Operations department won the prestigious 2009 Stevie Award from the American Business Association in the category of Best Support Department in North America.  In 2010, Mark was named as a ‘Pro to Know’ by Supply and Demand Chain Executive magazine for his efforts at streamlining global services procurement and maximizing quality controls using Six Sigma processes for Volt's global client base.  His efforts significantly reduced sourcing cycle time and fulfillment, while at the same time delivering higher quality candidates at more competitive bill rates to clients.

Mark holds a Bachelor's Degree in Human Resources & Services from Eastern Connecticut State University.  He is a Six Sigma Black Belt.

 

Mike is a senior financial executive with 30 plus years of experience in a number of different industries including professional services, consumer packaged goods, food processing and distribution, commercial real estate services and luxury retail. He is currently the Executive Vice president and CFO of Tumi Inc., a privately held marketer and retailer of high end travel goods and fashion accessories.

Mike serves on two Corporate Boards of Directors as the audit committee chairman and as the designated financial expert. He also serves on the compensation and governance committees of both companies. He has extensive experience in matters of corporate governance and financial reporting and has helped guide companies through initial compliance with Section 404 SOX implementation.

Mike Mardy has served on the CMGI (NASDAQ) Board of Directors(now Modus Link Global Solutions-MLNK) since June 2003.He also serves on the Board of Green Mountain Coffee Roasters (GMCR, NASDAQ). In addition, Mike serves on the board of the Institute of Medicine and Public Health of New Jersey.

Prior to joining Tumi, Mr. Mardy held a number of Senior Financial positions in the  engineering and real estate services, international food manufacturing and distribution  services, and the consumer package goods industries. He has extensive experience as a CFO and has had responsibility for Information Technology, Human Resources, Risk Management, and Logistics functions.
 
Before his tenure in industry, Mike was with the international accounting firm of Coopers and Lybrand (now Price Waterhouse Coopers) where he was responsible for managing audits of a variety of public and private companies in a wide range of industries.

Mr. Mardy earned his undergraduate degree from Princeton University and his MBA from Rutgers University. He is a member of the New Jersey Society of Certified Public Accountants as well as the American Institute of CPAs and the Financial Executives Institute. Mike and his wife Karen are residents of Princeton, New Jersey. They have two adult children.

...

 

Suzanne Miller is Senior Editor, Corporate Dealmaker at The Deal LLC, where she writes a column on M&A-related issues including corporate deal strategies, risk management and M&A trends. She also oversees the Deal's annual Most Admired Corporate Dealmaker awards and writes about exchanges and derivatives. Some of her previous roles include senior writer and editor at JPMorgan Private Bank and London bureau chief at CBS MarketWatch. She has also written about capital markets, emerging markets and banking for Institutional Investor magazine, The Banker magazine and Euromoney, among other publications.

 

Bruce Nolop was Chief Financial Officer of E*TRADE Financial Corporation from September 2008 until January 2011.  He was responsible for all financial reporting, tax, financial planning and analysis, corporate treasury, corporate development, investor relations, corporate communications, real estate, and procurement activities.

Previously he was Executive Vice President and Chief Financial Officer of Pitney Bowes from 2000 to 2008.  He also has 18 years of investment banking experience with Morgan Stanley, Goldman Sachs, and Wasserstein Perella and spent six years as an executive with Kimberly-Clark.

He is a member of the board of directors of Marsh & McLennan, as well as two non-profits:  Junior Achievement Worldwide and Regional Plan Association.

He has a B.A. in political science from the University of South Dakota, a J.D. from Stanford Law School, and an M.B.A. from the Stanford Graduate School of Business.

 

Michael Pickrum is Chief Financial Officer of BET Networks, a unit of Viacom Inc. (NYSE: VIA, VIA.B), and the pre-eminent entertainment brand serving African Americans and consumers of Black culture globally. As Chief Financial Officer, Pickrum is responsible for managing the financial operations for BET Networks and plays a strategic role in the overall management of the company.

Prior to becoming Chief Financial Officer, Pickrum was Executive Vice President and Chief Operating Officer of BET Interactive, LLC, since 2003. He was responsible for the development and refinement of BET.com’s successful business model, driving the site’s growth and accelerating revenue. He also facilitated the 2006 purchase of BET.com from the site’s original non-BET investment group. Under Pickrum’s leadership, BET.com has become a leading online destination for African American content.

Pickrum first joined BET Interactive in September 1999 as Vice President of Business Development for BET.com, where he expanded the site’s business plan and developed news concepts for market analysis and competitive analysis. Prior to that, he served as a telecommunications and Internet consultant with Mercer Management Consulting.

A native of Cincinnati, Pickrum holds an MBA in finance and entrepreneurial management from the Wharton School of Business at the University of Pennsylvania. He also has a master’s of science degree in engineering-economic systems and a bachelor’s degree in electrical engineering from Stanford University.

 

Richard Sarkissian has more than 25 years of consulting experience assisting numerous clients in all phases of defining and implementing finance, human resources and information technology shared services. His experience ranges from organizational consolidation with minimal systems changes to concurrent shared services and full enterprise resource planning (ERP) implementations.

Richard serves as a subject matter advisor for many clients and has supported shared services projects in North America, Europe, Asia and South America.

 

Mr. Schlotman is Senior Vice President and Chief Financial Officer of The Kroger Co.  He is responsible for accounting, capital management, corporate finance, insurance procurement, financial reporting, financial services, investor relations, tax, treasury, real estate, facility engineering and travel.  In addition, he is responsible for Kroger’s Smith’s Food & Drug Stores division.

Mike joined Kroger in 1985 and has held a variety of leadership positions in accounting, including vice president and corporate controller.  He was named group vice president and chief financial officer in 2000 and senior vice president in 2003. 

Mike, 52, holds a B.S. of Accounting from the University of Kentucky.  He and his wife have one son.

 

Judy Schmeling serves as Executive Vice President and Chief Financial Officer for HSN, Inc., a position she has held since April 2001. In this role, she oversees all financial matters for HSNi, which includes HSN, HSN.com, a top 10 trafficked e-commerce site, and Cornerstone, a leading multi-channel retailer of lifestyle brands including Ballard Designs, Frontgate, Garnet Hill, Grandin Road, Improvements, Smith+Noble, The Territory Ahead, and TravelSmith. Ms. Schmeling's responsibilities include management of HSNi's finance group which includes treasury, financial planning and analysis, accounting, tax, investor relations, and research and analysis. She is also responsible for the shopping network's cable and broadcast distribution areas.

Ms. Schmeling joined the company in 1994 as Director of Investor Relations and Treasury. She was promoted to Vice President of Strategic Planning and Analysis in 1998 and was elevated to Senior Vice President of Finance in 1999.

Prior to joining HSNi, Ms. Schmeling was Managing Director for Tunstall Consulting Inc., a corporate financial planning firm. She managed and directed engagements involving clients in a variety of industries by preparing business plans and securing capital for their growth plans. Prior to Tunstall, Ms. Schmeling held various management positions at Deloitte & Touche.

A native of Florida, Ms. Schmeling earned her Bachelor of Science in Accounting from Florida State University. She serves on the Board of Directors for the Florida Institute for Chief Financial Officers (fiCFO), and belongs to professional organizations such as the American Institute of CPAs (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). In addition, Schmeling won Tampa Bay Business Journal’s 2010 CFO of the Year for the public company category.

 

As senior vice president and chief financial officer of the Export-Import Bank of the United States (Ex-Im Bank), John F. Simonson is responsible for leading all of the Bank’s financial operations, including budget, treasury, internal audit, portfolio management, claims and recoveries, and credit restructurings. He is co-chairman of the Credit Policy Committee, advisor to the Audit Committee, and is a member of the Bank’s Executive Management Committee.

John's twenty years of financial management experience includes executive positions with Bear Stearns and Goldman Sachs, where he was responsible for structuring,underwriting, restructuring, and risk management of a variety of loans and other credit products in national and international markets. His broad sectoral expertise includes transportation, automotive, power, industrials, and telecommunications. He previously served as Managing Director for Global Syndicated Finance at Chase/Chemical for credit facilities for large corporate and leveraged clients. He also served as Vice President of the Finance Division, responsible for bank-wide strategic planning, business reviews, and management reporting.

John received his undergraduate degree magna cum laude, Phi Beta Kappa from Rice University, majoring in mathematics and economics. He received his MBA from the University of Chicago, specializing in finance and international business, and has also studied at the London School of Economics.

John is married to the best selling author Helen Simonson.

 

Christopher J. Swift is the Executive Vice President and Chief Financial Officer of The Hartford Financial Services Group, Inc. Swift joined the company on March 1, 2010, and is responsible for finance, treasury, capital, accounting and investor relations. Additionally, he has been appointed to lead the Strategic Initiatives Office, which is charged with aligning and integrating the company’s strategy, capital investment, financial investment and operating plans across the enterprise.

Swift began his career as an auditor in the Chicago office of KPMG focused on financial services. He rose through the ranks at the firm to achieve partner by age 32. He then became executive vice president of Conning Asset Management, a subsidiary of General American in 1997, where he was responsible for finance, sales, marketing and information technology. After MetLife acquired Conning in 1999, Swift returned to KPMG and was eventually appointed head of the Global Insurance Industry Practice for the firm. As leader of this segment, he worked with clients in both the life and property & casualty segments, globally and domestically. His responsibilities included matters ranging from strategic and regulatory to audit, risk, advisory and tax services.

In 2003, Swift joined the Houston-based American General Life Companies, a subsidiary of AIG, as CFO and head of annuity operations.

In 2005, Swift was appointed CFO of Global Life Insurance and Retirement Services of AIG based in New York. He was responsible for all financial aspects of this $60 billion revenue operation with locations in 90 countries. In 2009, Swift joined American Life Insurance Company (ALICO), an operating company of AIG, to begin its initial public offering process as vice chairman and CFO. His responsibilities included financial reporting, capital management, investments, strategy, risk management, treasury, product development and rating agency relationships, among others.

Swift received a bachelor's degree in accounting from Marquette University and earned a certified public accountant designation. He is a member of the International Insurance Society.

 

Mr. Wilhite has guided Summit Energy as President since 2002, and President and CEO since 2007. He has been an integral part of the Summit leadership team since 2001, when he joined the staff to oversee marketing and strategic planning. Under Mr. Wilhite’s leadership, Summit Energy has grown to be an energy management and sustainability services firm managing $20 billion in energy spend for more than 650 clients around the world.

Prior to Summit Energy, Mr. Wilhite provided consulting services to several Fortune 500 companies that compete in the deregulated retail energy industry. Mr. Wilhite has also held the following positions: Vice President of Marketing and Operations for FPL Energy Services; Vice President of Marketing for Duke-Louis Dreyfus; Manager of Energy Supply for International Paper; and several positions in Marketing and Rates for Florida Power & Light Co.

Mr. Wilhite graduated from Wheaton College with a B.S. in Mathematics and received his M.B.A. from Duke University’s Fuqua School of Business.

 

Robert Zaffiris is currently Senior Vice President of Corporate Finance and New Business Development at HarperCollins Publishers, a subsidiary of News Corporation. His responsibilities span from traditional P&L and Cash Flow financial management to M&A oversight, business development, change management, emerging technologies and strategic planning. He is based in NY covering all US businesses as well as operations in the UK, Canada, China, India and Australia. Robert has been with Harper for almost 20 years holding 6 different positions in finance, business management and operations. Prior to joining HarperCollins he worked in investment banking doing M&A advisory, private placements and valuation work.

Robert received his MBA from Columbia's Graduate School of Business and his BA with honors from Muhlenberg College.