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36 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com Go to treasuryandrisk.com in October for online Q&As with execs on the list. Treasury & Risk’s 2011 picks of corporate America’s outstanding financial executives under the age of 40 T his is the year the Baby Boomers start hitting retirement age, a milestone that has created concerns that corporations could lose large numbers of key execu- tives with years of institutional experience and expertise. The profiles of this year’s 40 Under 40 executives suggest that at least in their finance departments, companies can rely on a wealth of knowledge and enthusiasm among younger executives. This list is inspirational, rather than definitive, and reflects sugges- tions from our subscribers and from treasury and finance professionals. The selection takes into account not only the executives’ titles, the companies where they’ve worked and their responsibilities, but the contributions they have made. As always, our hats are off to these high achievers. READY TO TAKE CHARGE 40 40 UNDER

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Page 1: UNDER READY TO TAKE CHARGE...36 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com Go to treasuryandrisk.com in October for online Q&As with execs on the list. Treasury & Risk’s 2011

36 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com

Go to treasuryandrisk.com in October for online Q&Aswith execs on the list.

Treasury & Risk’s 2011 picks of corporate America’s

outstanding financial executives under the age of 40

This is the year the Baby Boomers start hitting retirement age, a milestone that

has created concerns that corporations could lose large numbers of key execu-

tives with years of institutional experience and expertise. The profiles of this

year’s 40 Under 40 executives suggest that at least in their finance departments,

companies can rely on a wealth of knowledge and enthusiasm among younger

executives. This list is inspirational, rather than definitive, and reflects sugges-

tions from our subscribers and from treasury and finance professionals. The

selection takes into account not only the executives’ titles, the companies where they’ve worked

and their responsibilities, but the contributions they have made.

As always, our hats are off to these high achievers.

READYTO TAKE

CHARGE

40 40UNDER

Page 2: UNDER READY TO TAKE CHARGE...36 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com Go to treasuryandrisk.com in October for online Q&As with execs on the list. Treasury & Risk’s 2011

treasuryandrisk.com OCTOBER 2011 TREASURY & RISK 37

37Stephanie AdeSenior director, financial reporting & technical accounting Jabil Circuit

Ade joined the $16 billion elec-

tronic product manufacturer

in 2008 from Pricewaterhouse-

Coopers, where she was an audit

senior manager. Ade has worked

closely with other units at Jabil on

acquisitions, financings and the

implementation of new account-

ing standards. She has a B.S. in

business administration from

Rider University. ▪

37 Matthew Audette CFO & EVP

E*Trade Financial

As E*Trade’s corporate control-

ler, Audette participated in the

$2.3 billion online brokerage’s

2009 recapitalization, and soon

after he was promoted to CFO in

late 2010, he led its $435 million

debt refinancing. Before he be-

came controller in 2005, he was

controller and CFO of E*Trade

Bank. Audette, who has a B.S. in

accounting from Virginia Tech,

started his career at KPMG. ▪

38Jeffrey BrownSenior EVP, finance & corporate planning

Ally Financial

Brown oversees finance, treasury

and corporate strategy for the

automotive financial services

company with $179 billion in

assets, formerly GMAC Finan-

cial. He joined GMAC in 2009 as

corporate treasurer from Bank of

America, where he also was trea-

surer. He has a B.S. in economics

from Clemson and an executive

M.B.A. from Queens University. ▪

37Van BuiTreasurer

Genentech

When Roche acquired Genen-

tech, a $13 billion biotech

company, in 2009, Bui led the

treasury integration. She was

named Genentech’s treasurer in

2010. Earlier, she served as senior

portfolio manager for its $10 bil-

lion short-duration portfolio and

worked as an actuary at Allstate.

Bui has a B.S. in mathematics

and economics from the Univer-

sity of Michigan. ▪

39Angela CantonStaff VP, finance, state-sponsored business

WellPoint

Canton oversees financial and

strategic planning for the $58.8

billion insurer’s state-sponsored

business, which serves more than

1.7 million Medicaid participants.

She has worked in finance since

joining WellPoint in 1998 from

KPMG Peat Marwick. Canton has

a B.A. in economics and environ-

mental studies from the University

of California at Santa Barbara. ▪

36Ray CarpenterExecutive director, corporate financial planning AT&T

Carpenter develops capital fi-

nancial plans for the $124 billion

telecom. Earlier, he was executive

director of corporate planning for

AT&T and its Mobility unit and

a director in investor relations.

He began his career with AT&T

predecessor SBC. Carpenter has

a B.A. in political science from

Sonoma State and an M.B.A.

from Texas Christian University. ▪

39Ana ChadwickCFO GE Energy Financial Services

Chadwick was named CFO of

the General Electric unit, with

$20 billion in assets worldwide,

in 2010. Earlier, she was chief

operations officer for GE Capital’s

Latin American banking joint

ventures. Chadwick has a B.A.

in economics from American

University and is a graduate of

GE’s financial management

program. ▪

37Jacob DauCFO Honeywell Resins and Chemicals

As CFO for the resins and chemi-

cals unit since 2009, Dau helped

the $1.3 billion global business

achieve record income in 2010

and played a role in the acquisi-

tion of a production facility from

Sunoco this year. He joined Hon-

eywell in 2003 from General Elec-

tric. Dau has two B.S. degrees,

in finance and accounting, from

Miami University. ▪

CHARGE

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Page 3: UNDER READY TO TAKE CHARGE...36 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com Go to treasuryandrisk.com in October for online Q&As with execs on the list. Treasury & Risk’s 2011

38 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com

38Timothy DooleyCFO & SVP, financeRepublic Airways Holdings

As finance chief for the $2.6 billion

airline since April, Dooley is part

of an executive team working to

restructure operations and restore

profitability. He has worked at Re-

public since 1998, when he joined

a subsidiary, Chautauqua Airlines,

as manager of financial planning

and analysis. Dooley started his

career at Ernst & Young and has a

B.S. in accounting and marketing

from Indiana University. ▪

36Stacie FrankVP, investor relations

Exelon Corp.

When the $18.6 billion utility an-

nounced its $8 billion merger with

Constellation Energy this year,

Frank was responsible for all as-

pects of informing investors about

the deal. She also led a finance-

wide effort to streamline quarterly

earnings preparation. Frank has

a B.S. in business administration

from Villanova and an M.B.A.

from the University of Chicago’s

Booth School of Business. ▪

39Yanela FriasVP, finance, individual life insurance

Prudential Financial

Before assuming her current post

in September, Frias served as

assistant treasurer for the $31.7

billion insurer, with responsibility

for borrowing, liquidity, capital

markets execution and capital

planning. She joined Prudential in

1997 after working at Booz Allen

Hamilton. Frias has a B.S. in ac-

counting and an M.B.A. in finance

from Rutgers. ▪

37 Claus FriisCFO, vendor finance CIT

As head of the finance company’s

vendor finance unit since January,

Friis has grown the business and

diversified its funding model. He

joined CIT from General Electric,

where he had been CFO for GE

Capital Vendor & Dealer Finance,

and earlier for GE Capital Trans-

portation & Construction Finance.

He has a B.S. in finance and

international business from NYU’s

Stern School of Business. ▪

37Robert GagnonVP, finance, CAO & controllerBiogen Idec

Gagnon was named chief account-

ing officer of the $5 billion biotech-

nology company in 2010 and has

been its vice president of finance

and controller since 2008. Prior

to joining Biogen Idec in 2005,

he worked at Pricewaterhouse-

Coopers and Deloitte & Touche.

Gagnon has a B.S. in accoun-

tancy from Bentley College and an

M.B.A. from MIT Sloan School of

Management. ▪

39Cristina Gallo-AquinoController & VPRyder System

Gallo-Aquino has worked on the

acquisitions and integrations of 10

companies with more than $500

million in revenues for the $5.1

billion transportation and logistics

company. She was appointed

controller in 2010 after serving as

assistant controller. Before joining

Ryder, she worked at LNR Property

and at KPMG. She has a B.S. in

accounting and an M.B.A. from

Florida International University. ▪

38Kevin HadlockCFO & EVPQuestar Corp.

Hadlock signed on as finance chief

at the $1.2 billion energy company

this year after working in finance

at Constellation Energy, where

his positions included CFO of its

Baltimore Gas & Electric unit.

Earlier, he worked in General Mo-

tors’ treasurer’s office. Hadlock,

who started his career at Morgan

Stanley, has a B.S. from Brigham

Young University and an M.B.A.

from Northwestern. ▪

32Kelley HicksDirector, financial planning & analysisPepsi Americas Beverages

At PepsiCo’s $22 billion Pepsi

Americas Beverages business,

Hicks worked on the $8 billion

integration of PepsiCo’s bottling

partners. She also designed and

implemented SAP software to

manage marketing spending.

Before joining Pepsi, she worked

at Goldman Sachs. Hicks has a

B.A. in Spanish from Duke and an

M.B.A. from Wharton School. ▪

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treasuryandrisk.com OCTOBER 2011 TREASURY & RISK 39

36Jessica HieblerDirector, financial reporting & planning & VPT. Rowe Price

Hiebler is responsible for account-

ing policy and financial reporting

and planning for the $2.4 billion

asset management firm. Prior to

joining T. Rowe Price in 2005, she

was a vice president at Constella-

tion Energy Commodities Group

and worked at Pricewaterhouse-

Coopers. She has a B.B.A. with a

concentration in accounting from

Loyola University Maryland. ▪

39Kevin KrenzkeVP, financeMcKesson Corp.

When McKesson purchased

cancer-care provider US Oncology

in 2010, Krenzke was involved in

the transaction, and he now leads

the integration effort. He had been

US Oncology’s chief account-

ing officer and controller and

earlier worked in the mergers and

acquisitions practice at Deloitte.

He has a B.B.A. and a master’s in

professional accounting from the

University of Texas at Austin. ▪

39Michael MacekTreasurer & VP, financial planning & analysisHill-Rom Holdings

Macek led efforts that improved

accounts receivable and operating

cash flows for the $1.5 billion pro-

vider of hospital beds and other

equipment. He also worked on

Hill-Rom’s 2008 spin-off from Hil-

lenbrand. Earlier, Macek worked

at Guidant and Ernst & Young.

He has both a B.S. in business,

accounting and finance and an

M.B.A. from Indiana University. ▪

37John McCallionHead, investor relations & VPMetLife

McCallion coordinates the way

the $52.7 billion insurer presents

financials and other information

to investors. Earlier, as CFO of the

investments department, he han-

dled financial analysis and report-

ing for its $450 billion portfolio.

Before joining MetLife, McCallion

worked at Pricewaterhouse-

Coopers. He has a B.S. in account-

ing from Syracuse and an M.B.A.

from the Wharton School. ▪

36Theodore KimHead of financial strategy

& capital markets

Aetna

Kim led the first healthcare

securitization, the $150 million

Vitality Re transaction, for the

$34.2 billion insurer this year. He

was named to his current position

in July after serving as assistant

treasurer. Before joining Aetna in

2006, Kim worked at Cigna, Arthur

D. Little and Arthur Andersen. He

has a B.B.A. from Emory and an

M.B.A. from MIT Sloan. ▪

37Max MyersTreasurerOGE Energy Corp.

As treasurer for the $3.7 billion

utility and natural gas transmis-

sion company since 2009, Myers

oversees treasury, financial plan-

ning and analysis, insurance and

corporate development. Earlier, he

was OGE’s manager of corporate

strategic planning and devel-

opment and worked at Westar

Energy. He has a B.S. in business

and geology and an M.B.A. from

the University of Kansas. ▪

38Mike HobeyVP, finance, rolled products North AmericaAleris International

Before he was promoted in Sep-

tember, Hobey served as treasurer

of the $4.1 billion producer of alu-

minum products since 2009 and

played a key role in its 2010 emer-

gence from Chapter 11. Earlier,

Hobey was an investment banker

at Citigroup and an engineer at

Boeing. He has a B.S. in mechani-

cal engineering from Brown and

an M.B.A. from MIT Sloan. ▪

35Chad JacksonDirector, risk management

FedEx Corp.

Jackson leads a team that designs

and manages the $39 billion trans-

portation and business services

company’s property/casualty pro-

gram. His group managed to sig-

nificantly lower the cost of FedEx’s

aviation insurance while adding

$1.5 billion of aircraft value. Before

joining FedEx, Jackson worked at

Marsh. He has a B.S. in education

from Baylor and an M.B.A. from

Indiana University. ▪

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40 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com

39Kevan ParekhVP, finance, professional divisionThomson Reuters

Parekh is part of the team work-

ing to reshape the $5.5 billion

professional division of the $13

billion financial information

company. Earlier, he worked in

the treasurer’s office at General

Motors. He has a B.S. in electrical

engineering from the University

of Michigan, an M.S. in manufac-

turing engineering from Wayne

State University and an M.B.A.

from University of Chicago. ▪

39Natalie PoteranVP, finance, beauty & style Newell Rubbermaid

As the executive in charge of ac-

counting and reporting for the

beauty & style unit since 2008,

Poteran has worked to improve

its margins, streamline product

development and reduce inven-

tories. Before joining Newell Rub-

bermaid in 2002, she worked in

finance at W.R. Grace, Otis Eleva-

tor, Cigna and Deloitte & Touche.

Poteran has a B.S. in accounting

from Quinnipiac University. ▪

39John QuaidTreasurer & VPU.S. Steel

Quaid was named treasurer of

the $17.4 billion steel manufac-

turer in August after serving as

controller for its North American

flat-rolled operations since 2010.

Since joining U.S. Steel in 2002,

he also served as director of

finance for its unit in Serbia and

led an ERP project. Quaid, who

has a B.S. in accounting from Le-

high University, started his career

at PricewaterhouseCoopers. ▪

36Juan RajlinAssistant treasurer

General Motors Corp.

Rajlin leads an effort to trans-

form GM’s treasury by upgrading

systems and reorganizing the

treasury group at the $135.6 bil-

lion car company. Over the last

year, he did $1.5 billion in capital

market transactions. Rajlin has

an undergraduate degree in

economics from the Universidad

Torcuato Di Tella in Argentina

and an M.B.A. from Columbia

Business School. ▪

35Jennifer RobinsonCAO, controller & VP

Michael’s Stores

Robinson has worked on debt

amendments and refinancing

transactions, including an $800

million public debt offering, for

the $4 billion arts and crafts

retailer. Before rising to her cur-

rent position in June, she served

as director of financing reporting

since 2008. Earlier, Robinson

worked at Deloitte & Touche. She

has a B.S. in accounting from

Oklahoma State University. ▪

33Katie RooneyCOO, global finance & shared services

Aon Corp.

Rooney is charged with oversee-

ing the shared-services strategy

and leading global initiatives to

improve profitability and share-

holder value creation for the $8.5

billion insurance brokerage. Be-

fore joining Aon in 2009, she was

an investment banker at Morgan

Stanley. Rooney has a B.B.A. in

finance and accounting from the

University of Michigan. ▪

34Ryan SchroeterAssistant treasurerJetBlue Airways

Schroeter has been instrumental

in raising more than $1 billion

from the capital markets, asset

financing and asset dispositions

for the $3.8 billion airline. He

also improved JetBlue’s invest-

ment strategy and working capi-

tal efficiency. Earlier, Schroeter

worked at Johnson & Johnson

and Deloitte & Touche. Schroeter

has a B.S. in accounting from

Rutgers. ▪

39Michael PearlCorporate controller

Anadarko Petroleum

Pearl has structured and advised

on more than $20 billion of trans-

actions for the $30 billion oil

and natural gas exploration and

production company and served

as CFO of Western Gas Partners

during Anadarko’s IPO of the

master limited partnership. Be-

fore joining Anadarko, he worked

at Ernst & Young. Pearl has both

a B.B.A. and an M.S. in account-

ing from Texas A&M. ▪

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42 TREASURY & RISK OCTOBER 2011 treasuryandrisk.com

31Daniel SchwartzCFO & EVPBurger King

Schwartz joined the $2.4 billion

fast-food chain in 2010 when it

was acquired by 3G Capital, an

investment firm where he was

a partner. Now he’s part of the

team seeking to improve Burger

King’s profitability and expand

it globally. Earlier, he worked at

Altair Capital Management and

Credit Suisse First Boston. He has

a B.S. in applied economics and

management from Cornell. ▪

35Henri SteenkampCFOMF Global Holdings

Steenkamp aligns the finance

and capital of the $2.2 billion

brokerage to support its strategy.

He served as MF Global’s chief

accounting officer and global

controller before being named

CFO this year. Earlier, he worked

at PricewaterhouseCoopers.

Steenkamp has an undergradu-

ate degree in accounting and a

graduate degree in finance from

the University of Johannesburg. ▪

34Mark SeatonSVP, financeFirst American Financial

Seaton is responsible for finan-

cial planning, treasury, strate-

gic planning and investment

management for the $3.9 billion

provider of title insurance. Before

joining First American in 2006,

he worked at BancBoston Capital

and Robertson Stephens. He

has a B.A. in economics from

Stanford and an M.B.A. from

Dartmouth’s Tuck School of

Business. ▪

39Kevin SullivanVP, finance, established products

Pfizer

Sullivan provides financial

leadership, analytical support

and business consultation to the

$9 billion business unit of the

pharmaceutical giant. Earlier, he

was senior director of finance for

Pfizer’s worldwide biopharma-

ceutical businesses. Sullivan has

a B.S. in business administration

from St. John’s and an M.S. in

accounting from the State Univer-

sity of New York at Albany. ▪

36Sam SmithTreasurer, FCE Bank

Ford Motor Co.

Smith oversees funding activities

for the $21.7 billion balance sheet

of Ford Credit’s pan-European

bank, including its recent return

to the public term securitization

market in Europe. Earlier, he

worked in Ford’s pension asset

management group. Smith has a

B.S. in economics and philoso-

phy from Saint Mary’s College

and an M.B.A. from the Univer-

sity of California at Berkeley. ▪

38Scott ThackerExecutive director, financeDell

Thacker oversees a $5 billion

leasing and revolving credit port-

folio at Dell Financial Services

(DFS). He has played a key role

in expanding DFS and recently

led two acquisitions that gave

it a captive finance presence in

Canada and Europe. Before join-

ing Dell in 2002, Thacker worked

in finance at Sprint, Verizon and

Arthur Andersen. He has a B.B.A.

and M.B.A. from Baylor. ▪

37Sarah StashakDirector, investor relations

AGL Resources

Stashak led the $2.4 billion natu-

ral gas utility’s outreach to the

investment community when it

announced its merger with Nicor

in 2010. She has also revamped

AGL’s strategy for communicat-

ing with investors. Earlier, she

was director of investor and

public relations at the Intercon-

tinentalExchange. Stashak has

a B.A. in political science and

history from Duke. ▪

38Scott WalkerAssistant treasurer & VPTech Data Corp.

Walker is leading a project to

centralize the treasury operations

in Europe and streamline bank-

ing relationships and structures

for the $24.4 billion technology

products distributor. Earlier, he

spent seven years at Jabil Circuit,

where his final position was con-

troller of its start-up Clean Tech

unit. Walker has a B.S. in ac-

counting from the University

of Vermont. ▪

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