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AFP 2009 Global Corporate Treasurers Forum Speaker Biographies
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Donald D. Humphreys Senior Vice President & Treasurer Donald Humphreys was elected treasurer of Exxon Mobile in 2004 and joined the executive management committee in 2006. His previous positions with the company include Controller, Assistant Treasurer, Assistant General Auditor, and Financial Director of the Exxon companies in Malaysia. Mr. Humphreys, a veteran of the US Army, holds a BS in Industrial Engineering and Management, as well as an MBA from the Wharton School of the University of Pennsylvania.
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Harvey Rosenblum, Ph.D. Executive Vice President and Director of Research As EVP and Director of Research at the Dallas Fed, Harvey Rosenblum serves as economic policy advisor to the bank’s president and as an associate economist for the Federal Open Market Committee. He began his career with the Federal Reserve in 1970 as an economist in Chicago. He is a past president and a member of the Executive Committee of the Board of Directors of the National Association for Business Economics, and current Executive Director of the North American Economics and Finance Association. Rosenblum has authored articles for The Journal of Finance, New York Times, Southwest Economy and The Handbook of Banking Strategy. He is a visiting professor of finance at Southern Methodist University, teaching courses in contemporary issues on monetary policy and financial institutions and markets. Rosenblum received a B.A. in economics from the University of Connecticut and a Ph.D. in economics from the University of California, Santa Barbara. His current research interests focus on monetary policy, inflation and the growing impact of globalization on the U.S. economy and businesses.
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John Ahearn Managing Director, Global Head of Trade John Ahearn, Managing Director in Citi’s Global Transactions Services business, is currently responsible for supply chain, trade finance, asset optimization and export agency finance. Beginning his banking career as a management trainee at JPMorgan, Mr. Ahearn’s previous experience includes senior roles at the Bank of New York and ABN AMRO, where he was responsible for financial institutions and global sales for the trade business. Mr. Ahearn is a member of the board of directors of the Bankers’ Association for Finance and Trade and the Pacific Rim Bankers Association. He has been an adjunct professor at Centenary College and an editor on various trade textbook for the American Banker’s Association (ABA). He received BS and MBA degrees from Fairleigh Dickinson University. |
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Mary BellSenior Vice President, Finance and Treasury Mary Bell is Senior Vice President of Finance and Treasury for Blockbuster Inc., where she oversees the investor relations, treasury, risk management and finance functions. Bell joined Blockbuster in 2000 as VP of Investor Relations, and in 2002 was promoted to Senior Vice President. In 2003 she also assumed the role of corporate treasurer, responsible for Blockbuster?s treasury and risk management functions. Prior to joining Blockbuster, Bell held investor relations positions with 7-Eleven, Inc. and Excel Communications. She received her MBA from the University of Dallas and her MS degree from Mississippi State University.
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John J. Bilardello Managing Director John Bilardello joined Standard & Poor’s in 1981 and currently serves as a managing director in S&P’s Corporate and Government Ratings practice. He oversees a division of approximately 450 staff worldwide that issues ratings on over 5000 entities across 30 different industries. Prior to his current responsibilities, he managed S&P’s Utilities, Energy, & Project Finance areas. In recent years, John has also been responsible for S&P’s Ratings Evaluation Service and Private Credit Analysis Businesses, and institutional investor and banker outreach programs. John holds a BA and an MBA in finance from C.W. Post College and Executive Education Degrees from UVA’s Darden School and Columbia’s School of Business. He is a co-author of the 2005 book Fundamentals of Corporate Credit Analysis.
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David C. CableManager, Capital Markets David Cable is Manager of Capital Markets & Corporate Finance for The Western Union Company, where he manages capital markets activities, strategic corporate finance and capital structure as well as advises the business on financial matters. Prior to Western Union, he led strategic treasury projects at First Data Corp. David holds a B.S. in business from Youngstown State University and a finance M.B.A. from University of Denver.
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Timothy HeslerPartner, Head of Treasury Services Tim Hesler leads the Treasury and Risk Advisory group for KPMG LLP out of New York, NY. Prior to joining KPMG, Tim was an advisory director for ten years at PricewaterhouseCoopers after working for a number of years in the corporate treasury sector as a practitioner. Tim has provided process, strategy, financial risk, internal control and technology consulting to companies in all aspects of treasury activities. He is a CTP and holds a BS in Electrical Engineering from Union College, and a MBA in Finance from Columbia University. He is a member of the AFP's Body of Knowledge Committee and is the Chair, Advisory Board for TMI USA magazine. Tim is the President of the Treasury Management Association of New York.
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Steve Klueg Treasurer Steve Klueg has served as Vice President and Treasurer of World Fuel Services Corporation since August, 2008. Steve joined World Fuel Services from Ingersoll Rand where he held the position of Assistant Treasurer. Prior to that, Steve served in various managerial capacities including Assistant Treasurer of SPX Corporation from 1999 until 2005. Steve holds a bachelor's degree in accounting from Ohio University and an MBA from The Ohio State University. In addition, Steve is a certified public accountant and a certified managerial accountant.
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Sandra Koch Senior Technical Consultant Sandra Koch has over 13 years of corporate treasury experience, most recently with Tellabs, Inc., where she drove a wide range of initiatives including establishing a full-scale, FAS 133-compliant, FX hedging program. Throughout her career she has developed expertise in various areas of global financial management including: planning/budgeting, business unit management, cashflow forecasting, foreign exchange management, merger and acquisition assimilation and financial management software implementation. Sandra joined Hedge Trackers in 2006, and currently works in the Chicago area with clients such as McDonalds, DENTSply International, Sterling Commerce, Crocs, Inc., Maui Jim, Inc. and Glatfelter. She received a BS in Business Finance from Indiana University.
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Gary LarsonSenior Treasury Executive Gary Larson is a broadly experienced executive with extensive financial expertise in treasury, tax, accounting, and controls. In his prior positions as Vice President ? Treasurer for Dallas-based Lennox International Inc., and as Treasurer for Kodak Polychrome Graphics, he was known for his ability to effectively evaluate and communicate on critical topics such as capital structure, liquidity, hedging, and cash controls. Gary has frequently presented to senior management, the Audit Committee, the Risk Management Committee, and the Board of Directors. He has been a member of the Corporate Treasurers Council since its inception.
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Marci Lerner, CTP Vice President & Assistant Treasurer After beginning her career with Staples as a Financial Systems Project Manager, Marci Lerner was promoted to Director of Financial Planning and then to Vice President of Financial Planning and Analysis. In 2003 she made the move over to Treasury and currently serves as Vice President and Assistant Treasurer, responsible for managing Staples’ global cash and liquidity, analyzing financial risks and recommending capital structures. Marci’s previous experience includes finance and accounting positions at Digital Equipment Corporation and Pfizer’s Schick Shaving Products division. Marci holds both a BS and MBA from Babson College.
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Tim Mahoney President, Global Risk Management As President of Global Risk Management, Tim Mahoney heads Marsh’s global services platform and oversees the firm’s largest and most complex clients. He brings nearly two decades of experience at Marsh, moving up the ranks from account representative to his most recent position, CEO of the Americas, where he was responsible for managing Marsh’s operations in the United States, Canada and Latin America. Tim is a member of Marsh’s Global Executive Committee, Global Operating Committee, and Compliance Review Board. He earned an MBA from Northwestern University’s Kellogg School, and a BA in Economics from the University of Pennsylvania. He serves on the Boards of Directors of the Ronald McDonald House of New York, the Children’s Memorial Hospital-Chicago and the Kohl’s Children’s Museum in Evanston, IL. |
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Claire J. Mezzanote Managing Director, U.S. ABS & RMBS Claire J. Mezzanotte is head of the U.S. Asset-Backed and Residential Mortgage-Backed Securities Group at DBRS, where she is responsible for managing the rating teams, quantitative analysis, research and surveillance functions. Claire is also responsible for developing rating criteria and is a voting member of the Structured Finance Criteria Committee. Previously, Claire was Head of Structured Finance Credit Policy, where she managed the development of North American structured finance rating methodologies, served as Chair of the Structured Finance Criteria Committee, and established rating process policies and procedures. Her previous experience includes positions with Fitch Ratings and Moody’s Investors Service as well as Chase Manhattan Bank and the New England International Development Corporation, an investment banking boutique. Claire received a BS with honors in Finance from the University of Connecticut.
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Robert McDonald, CA, CFADirector of Treasury and Securitization Robert McDonald is the Director of Treasury and Securitization at International Electric Supply Corp. (IESC), the holding company for Rexel companies in the US. He arranged and manages the company's $470m trade AR securitization program, and led the restructuring of the companies US debt while co-arranging the $2.4b global multilateral credit facility during the 2005 LBO of the Rexel Group. Robert was also involved in due diligence, financing, and integration for Rexel's recent acquisitions including GE Supply. He also oversees IESC's F/X risk management, interest rate risk management and other working capital initiatives. His previously served as Assistant Treasurer for Rexel Canada and SNC-Lavalin Group, Inc. He holds a Graduate Diploma in Accounting and BComm from Concordia University.
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Kevin Olson Corporate Treasurer Kevin joined Gilead Sciences, in June 2005 as Treasurer. Kevin has 23 years experience in corporate finance and treasury management. Previously, Kevin was Treasurer at VERITAS Software Corporation for 6 years. Prior to VERITAS, Kevin held treasury management positions at Sequent Computer Systems, Inc. and Tektronix, Inc. Kevin holds a BA in Finance from Portland State University.
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Anita Prasad, Ph.D. General Manager, Treasury As General Manager of Treasury Capital Management at Microsoft, Anita Prasad is responsible for corporate finance, capital structure, share buybacks and dividend policy, structured investments, global cash and treasury operations, and worldwide credit services for online business. Some of her recent areas of focus are optimization of cash flow forecasting, utilizing SWIFT across worldwide accounts, and supporting growth of online business. Previously, Anita served as Vice President of Treasury and Tax at LSI Logic Corporation, where she formulated and implemented long-term strategies that enabled LSI to execute over $5 billion in debt and equity financing. Before corporate life, Anita was an Assistant Professor at University of Wisconsin. She holds a Bachelors and Masters in Economics, an MBA in MIS, and a PhD in Finance and International Business.
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Carsten Stendevad Managing Director As the global head of Citi’s Financial Strategy Group (FSG), Carsten Stendevad advises corporations and sovereigns throughout the world on a broad range of issues such as valuation, acquisition strategies, capital structure and financing strategies. He has authored numerous articles and reports which have been widely quoted in the Financial Times, Wall Street Journal, The Economist, Euromoney, Newsweek etc. His previous experience at Citi includes two years in India as head of the Corporate Advisory Group. Prior to joining Citi in 2002, he worked for McKinsey & Co. and the Central Bank of Denmark. Trained as an economist at the University of Copenhagen, Carsten also holds an MPP from Harvard’s Kennedy School of Government and speaks English, Danish, French, German and basic Hindi. |
Brenda Szymanowski, CTP, CPATreasurer Brenda S. Szymanowski, CTP, CPA joined AstenJohnson in 2001 and was promoted to the role of Corporate Treasurer in 2005. She is responsible for global treasury matters including cash and debt management and currency risk management, as well as other compliance areas such as global taxation, transfer pricing and North American benefits and payroll. Previously, Mrs. Szymanowski was a Senior Manager with Ernst & Young, consulting in the southeast region on taxation and employee benefits technical issues.
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Salome TinkerDirector, Financial Accounting & Reporting Salome J. Tinker is the Director of Accounting and Financial Reporting for the Association for Financial Professionals. Previously, she served as Senior Manager in Accounting Policy at Fannie Mae, where she wrote corporate policy and closely monitored accounting standard setters’ rule making in the areas of loan accounting, guaranty accounting, securitizations and insurance accounting. Prior to Fannie Mae, Salome was a Supervisory Financial Analyst with the Board of Governors of the Federal Reserve in their Accounting Policy and Regulatory Reporting group. She began her accounting career as an auditor with Deloitte & Touche. She holds a B.B.A in accounting from Howard University and is a veteran of the US Army.
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Aaron UhdeSenior Director & Head of Investor Relations Aaron Uhde has served as Head of Investor Relations for Invesco since August 2007. Previously, he was the Director of Investor Relations and Assistant Treasurer from December 2005 through July 2007. Mr. Uhde joined the company in March 1998 and served in roles for both Invesco Retirement and Invesco Institutional through October 2000. He joined Invesco’s Global Strategic Planning group in November 2000 as an analyst and became Assistant Vice President of Corporate Development in November 2002. Mr. Uhde received a B.A. from the University of Iowa and an M.B.A. from Georgia State University. He is a CFA charter holder and is a member of the CFA Society of Atlanta and the Atlanta Chapter of the National Investor Relations Institute.
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Ron Will Vice President, Finance and Treasury Ron joined Yahoo! in 2004 and manages the company’s worldwide treasury function including treasury operations, investment management, risk management and capital market activities. Prior to joining Yahoo! he spent over 12 years in investment banking at Merrill Lynch, Lehman Brothers and Bank of America, executing M&A and capital raising transactions. Ron has an MBA from Dartmouth College, where he was a Tuck Scholar, and a BA from the University of Michigan.
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