Movers and Shakers: Meg Brown, Director, Sustainable Investment, Citi

By Melissa J. Anderson (New York City)

According to Meg Brown, Director of Climate Change and Sustainable Investment Research at Citi, one of the first things she learned when beginning her career was the importance of speaking up. “When I was quite new, I didn’t know that if you don’t ask you don’t get. But if you do ask, you get quite a lot.”

Based in London, Brown leads Citi’s global climate change research and its European ESG product. She continued, “The best advice I’ve ever been given is to always have a view. If you have a view, if you contribute, people want you on their team, regardless of your gender.”

She said the advice has become even more meaningful as she’s advanced in her career. “No one is going to hand things to you on a plate. If you have a voice, if you contribute to the business, you can negotiate.”

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Voice of Experience: Deborah Hazell, CEO and Regional Head of HSBC Global Asset Management, North America

Deborah HazellBy Melissa J. Anderson (New York City)

Reflecting on her career, Deborah Hazell said one thing she wishes she had learned earlier is the importance of being heard. “Speak up if you want something,” she said. “My key promotions have largely been because managers only realized I was the right person when I put my hand up and stood right in front of them.”

Hazell began her career as a door-to-door salesperson, climbing through the ranks of the asset management industry to arrive at her current role, CEO of HSBC Global Asset Management, North America. Today she is passionately involved in leveling the playing field for women in the industry.

She added, “Believe in yourself, that you can do things, and speak up if you want something.”

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Voice of Experience: Nancy Mellard, Executive Vice President & General Counsel, CBIZ Employee Services Division

NancyMellardBy Melissa J. Anderson (New York City)

“I’m a Midwest girl, born and raised,” said Nancy Mellard, Executive Vice President and General Counsel at CBIZ Employee Services Division, and National Leader of CBIZ Women’s Advantage, the firm’s women’s program. “It’s my 20th anniversary at CBIZ, and it sounds bizarre to me that anyone could be anywhere for 20 years!”

Mellard studied English as an undergraduate and then enrolled in the University of Missouri Kansas City School of Law. “I went on to law school thinking I would be a great litigator, only to realize that I truly loved using my law degree as General Counsel in a corporate setting.”

It took a few years to figure that out, she said. She worked for the state of Missouri after she graduated, but two years later, she took a General Counsel position. “I found that I’m really great at building relationships – and as a lawyer in a corporation, providing counsel, you have to understand relationships. I liked that – it got me up in the morning.”

She continued, “I knew pretty early that I wanted to be a senior officer and use my credentials to climb the corporate ladder.”

Not only has Mellard done just that, but she remains focused on building strategic value. Last year, she led CBIZ Women’s Advantage to bring in over $1.4 million in business.

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Voice of Experience: Eliza McDougall, Partner, Bank Finance Practice, White & Case

McDougall_ElizabethBy Melissa J. Anderson (New York City)

Originally from Toronto, Eliza McDougall attended McGill University and then spent a year working in venture capital marketing. “I decided I needed to get further education and applied to both business and law school.” She enrolled in a joint JD/MBA program at the University of Toronto and, following a summer internship at Milbank,Tweed, Hadley & McCloy LLP, she decided to go into law. McDougall spent the next five years working in their global project finance group. Subsequently, she moved into the leveraged finance group when the firm established it as a separate practice area and then moved to White & Case as counsel in 2010.

She became a partner in White & Case’s Bank Finance Practice on January 1st of this year.

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Voice of Experience: Janet Adams, Head of Strategic Projects and Change Management for Group Regulatory Affairs, Royal Bank of Scotland

janetadamsBy Melissa J. Anderson (New York City)

One of the major challenges women face in the financial services industry, said Janet Adams, Head of Strategic Projects and Change Management for Group Regulatory Affairs at RBS, is a shortage of female role models. “It can be daunting being in meeting after meeting where you are the only woman or there is a minority of women.”

“We have three new female non-executive directors at RBS, and our Chairman is actively committed to developing women in senior positions so we do have successful female role models,” she said. “I have been mentored by two of the more senior women here over the past five years and benefited greatly from this.”

It’s also incumbent on women to reach out to role models, she said. “You need to go out and find them and approach them.”

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Voice of Experience: Libby Cantrill, Senior Vice President, PIMCO

LibbyCantrillBy Melissa J. Anderson (New York City)

“Don’t be afraid to ask and don’t be afraid of your own voice,” said Libby Cantrill, Senior Vice President at PIMCO. “A lot of times, women don’t think they deserve to be in the room, to have a seat at the table. They do.”

One of the key lessons she has learned throughout her career is the importance of asking for the career opportunities you want. “Women are often afraid to ask for things and put themselves out there. But all of the most interesting things and opportunities that I have experienced in my own career are the result of asking for them,” she said.

She continued, “The other thing I’ve learned is that no one will manage your career for you. I would advise women to be proactive and strategic when thinking about the next steps in their career advancement.”

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Voice of Experience: Liz Bingham, Managing Partner, People and Talent, UK and Ireland, Ernst & Young

lizbinghamBy Melissa J. Anderson (New York City)

“In order to attract and retain the best people, we have to make sure that we are looking at talent through a diversity and inclusion lens,” said Liz Bingham, Managing Partner of People and Talent for the UK and Ireland at Ernst & Young. “This is an area I am completely passionate about. As a school leaver (non graduate), a woman, and also an out lesbian, I tick quite a few gender diversity boxes.”

Bingham rose through the ranks at Ernst & Young as a member of the firm’s restructuring business, eventually becoming managing partner of the $150 million practice. Last year, she decided she was ready for a new challenge, and was appointed to the UK firm’s leadership team as Managing Partner for People and Talent. Now she is keenly focused on taking learning and development, diversity and inclusion, and employee engagement to the next level.

“I want to be sure talent in every shape and form is nurtured, to create a more meaningful experience for every individual who works for the firm for however long they stay with us,” she said.

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Voice of Experience: Kelly Williams, Group Head and Managing Director, Customized Fund Investment Group, Asset Management Division, Credit Suisse

KellyWilliamsBy Melissa J. Anderson (New York City)

Kelly Williams, Group Head and Managing Director of Credit Suisse’s Customized Fund Investment Group, believes that networking is critical in the private equity business – especially for women.

“Too many people focus solely on doing deals, and not as much on being part of firm building,” she said. “Networking and relationship development with both entrepreneurs and investors are equally important for building a sustainable career. That’s where women need help in this industry.”

Williams, whose group manages over $28 billion of assets on behalf of clients globally, is the founding chair of the Private Equity Women Investor Network, and believes that by playing a bigger role in generating business, women can raise their profile across the industry.

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Movers and Shakers: Jane Newton, Partner and Wealth Manager, RegentAtlantic Capital

janenewtonBy Melissa J. Anderson (New York City)

Jane Newton was drawn to Wall Street fresh out of her graduation from Tufts University. “What better place is there for an econ major who wants to learn about business in the Big Apple?” she asked.  “I wanted to learn from the smartest people around.”

Newton joined JP Morgan, working in investment banking for 12 years, then moving to private banking for another six. “Switching to work with high net worth clients was probably the best strategic decision I could have made – having that direct impact on the important people I work with and their families.”

She continued, “And moving to RegentAtlantic Capital seven years ago was the other best decision I’ve made professionally. The firm has fostered my leadership and created an environment where I can hone my focus and skills toward a specific market.”

Now Partner and Wealth Manager at RegentAtlantic, Newton is also an enthusiastic advocate of networking, especially for women. In 2010, she launched the annual Wall Street Women Forum®, an event designed specifically for high-level women on Wall Street to help them continue their professional success. “Conceiving of the Forum takes me totally out of my comfort zone. I created something from scratch to meet a need I identified. The Forum changes women’s lives in a way I didn’t expect from the beginning and it has touched a nerve. There’s a gap we’ve been able to fill for these professionals,” she explained.

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Voice of Experience: Maria Castañón Moats, Chief Diversity Officer, PwC

Maria MoatsAccording to Maria Castañón Moats, Chief Diversity Officer at PwC, simply acknowledging diversity isn’t enough to unlock its benefits – companies must engage with diversity to really experience its value. “I’m getting out there and talking to different people in practice about why it’s important for us to engage with each other when it comes to diversity,” she said.

“Think about behaviors – like inclusion. We need to understand not only how we are similar, but we need to understand how we are different.”

“Taking an interest in that difference and leveraging that makes us better as a team,” she explained. “If we could all behave as advocates for one another, think of how powerful that would be.”

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