The Board of Advisors is a group of accomplished business and civic leaders who work closely with the Belk College to ensure our relevance to the business community. Through its insightful recommendations, the Board helps us constantly refine and improve our curriculum and programming. With the wise guidance of today’s business leaders, the Belk College of Business remains at the forefront of educating the business leaders of tomorrow.
Chuck Bolliger is an Assurance Partner in the Carolinas market with over 20 years of public accounting experience spanning the retail and consumer, industrial, technology, services and pharmaceutical industries. He has served a variety of publicly traded and private clients during his career and has extensive transaction experience. Chuck has assisted a number of his clients with debt and equity security offerings, as well as provided acquisition and divestiture related assurance services, including carve-out transaction audits and support. Chuck began his career in the Greensboro, North Carolina office before relocating to Charlotte, North Carolina in 2010. Chuck also completed a tour within PwC's National Office prior to relocating to Charlotte, North Carolina where he primarily focused on audit quality and reporting matters, technical matter consultations and served on the National Retail and Consumer Products Technical and Quality Advisory Committee.
Chuck is a graduate of the University of North Carolina at Charlotte (1997) and is a member of the AICPA and NCACPA.
Jim held the title of Vice President of Human Resources for Brighthouse Financial. In this role he was responsible for the development and execution on the HR Business plan for U.S. Retail. This includes accountability for organization design and effectiveness that is aligned with the strategic objectives of the business; responsibility for driving all key talent processes including talent acquisition, assessment, development and succession planning initiatives; ensuring that appropriate rewards and recognition systems and plans that facilitate the achievement of the business goals and objectives are in place.
Jim started with Brighthouse Financials (formerly MetLife) in 1980 in HR – compensation planning. After receiving his law degree, he moved to Brighthouse Financial's Law Department where he practiced labor and employment law for 10 years. He returned to HR to serve in a number of roles of increased responsibility in providing HR partnership across business lines.
Jim received the Honorary Alumnus award in 2018 from the Belk College of Business, UNC Charlotte.
Jim holds a J.D. from the Brooklyn Law School and a B.B.A. in Labor Management Relations from Pace University.
Elliott Bryant is the Senior Vice President for the Classics Client Solutions organization at Allscripts Healthcare. In his current role, Elliott leads the Classics organization where he has responsibility for the P&L, product development, services, support and solution management for a portfolio of healthcare IT products and services.
Prior to joining Allscripts, Elliott enjoyed a distinguished career at AT&T where he most recently led the product management group for the consumer broadband business. During Elliott’s 28-year career at AT&T, he also had tours in finance, marketing, operations, sales and strategy.
Elliott is a graduate of UNC Charlotte with a Bachelor of Science in Business Administration, holds a master's degree in Leadership & Business Ethics from Duquesne University and has completed the Executive Management Program at Dartmouth College.
Ramesh Chikkala was the Senior Vice President in International Supply Chain for Wal-Mart Stores, Inc. He joined Wal-Mart in 2006.
Including Walmart experience, Ramesh has 25 years of retail experience at Food Lion, Gap Inc. and Family Dollar Stores in store operations, logistics, finance, IT and corporate strategy/business development.
Ramesh has a Bachelor of Science in Electrical Engineering, MBA, and a Master of Science in Industrial and Systems Engineering.
Tom Clark currently serves as the Director of Learning and Leadership Development for Corning’s Optical Communications (COC) division which is headquartered in the Charlotte, North Carolina region. COC employs over 25,000 employees and 1,500 leaders globally. Mr. Clark joined Corning in 2013 and his primary focus is to create and execute a leadership development strategy for leaders at all levels of the organization, from frontline supervisors through general managers. Mr. Clark’s role also requires him to partner with senior executives in order to develop integrated HR solutions to solve global human capital challenges in support of business goals and objectives.
Prior to joining Corning, Mr. Clark served as the Consumer Technology Learning Manager at Bank of America where he was employed for 13 years.
A Connecticut native, Mr. Clark earned a B.S. in Special Education from Southern Connecticut State University as well as multiple certifications in the field of leadership. He has over 25 years of experience in corporate education and leadership development.
Malcomb Coley is the Carolinas Market Leader, Charlotte Office Managing Partner and in the Assurance practice of EY, a U.S. member firm of the global EY organization. He oversees an office of approximately 1,100 people and is responsible for the deployment of vision 2020 throughout the Charlotte region, empowering the firm’s people with the knowledge and resources needed to best serve their clients. Malcomb also oversees the recruitment efforts and growth of the office, as well as the office’s involvement in community benefit efforts. In addition to his client service responsibilities, Malcomb is significantly involved in the inclusiveness efforts for the southeast region, serving as a member of the Southeast Region Inclusiveness Steering Committee.
He currently serves on the Board of Directors of several organizations including the Charlotte Chamber of Commerce, United Way of Central Carolinas, First Tee of Greater Charlotte, Belk College of Business Advisory Board and the Cameron School of Business Executive Advisory Board for UNC Wilmington. He is also on the Board of Visitors for UNC Wilmington and Friends of Trinity Episcopal School Board.
Malcomb has a 26-year career with EY, which began in the Raleigh office. In Atlanta he was a Senior Assurance Partner where he served a variety of both public and private clients in retail and consumer products, mining and minerals, venture capital and insurance.
Malcomb and his wife Tammie have four children: Dana, Adia, Tanna and DJ. In his spare time, he enjoys running, exercise and golf.
Mr. Tim Craven was appointed to the role of Executive Vice President, Human Resources, in February of 2016. Prior to this promotion, Tim had served as Vice President, Employee Relations of JELD-WEN, Inc since July, 2015. In this role, Mr. Craven was responsible for human resources and employee relation activities at all locations in North America. These duties include talent acquisition, training and development, wage and benefit reviews and employee engagement.
Tim joined JELD-WEN from Eaton Corporation where he held a number of executive-level HR roles since 2007. Most recently, Tim served as Vice President, Human Resources at the Crouse-Hinds Division in Syracuse, New York. Prior to joining Eaton, Tim served in a number of increasingly responsible HR positions at both corporate and operating locations with Xerox’s Affiliated Computer Services Business and Honeywell, Inc.
Tim earned a B.S. in Human Resource Management from Western Illinois University. He currently lives in Charlotte, North Carolina with his wife and two children.
As a third generation leader in MassMutual, Timothy ‘Tim’ Flanagan, Jr. is dedicated to leading his team in creating healthy practices while achieving their vision of success and balance in all aspects of their lives.
Tim’s career with MassMutual began in 1989 in Philadelphia and in January 2004, he took over as General Agent of MassMutual Carolinas, one of the largest and longest standing financial services firms in Charlotte. Under Tim’s leadership, the firm has experienced substantial growth and has expanded its service area to include Greater Charlotte metro, Greensboro, Winston-Salem, Wilmington, as well as Greenville and Columbia, S.C.
His passion for helping others extends beyond business as is best demonstrated in Hands and Feet a foundation his firm established to serve the community in working with multiple community service organizations including Urban Ministries, Camp Blue Skies, Patriots Path and End Slavery in Charlotte. He is also involved in LifeBridge a free life insurance program for income-eligible families that is designed specifically to help children who might otherwise be deprived of an education if a parent passes away. Through the program, MassMutual Carolinas has provided $14.95 million in free life insurance to eligible families.
Tim also sits on the Board of Directors for Patriot’s Path and The American Heart Association. Additionally, he is on the Board of Advisors for the Charlotte Chamber of Commerce. He is also a member of MassMutual’s Field Advisory Council, a member of the Charlotte Uptown Rotary and of C12. His community involvement led to his being recognized as one of the “40 Under 40” leaders in the Charlotte market by the Charlotte Business Journal. In addition, his firm has been recognized four times among Charlottes “Best Places to Work” for mid-sized companies.
Tim considers his greatest blessing to be his family. He married his college sweetheart, Jeanine, and together they raised two wonderful children, Sean and Caitlin, both of whom now live in Charlotte.
A graduate in Finance and Business from Cabrini College in Radnor, PA, Tim also completed the Executive Development program at the Darden Business School, University of Virginia, Charlottesville, VA.
Dorlisa Flur is an active business and community leader in Charlotte. She first moved here as a partner with McKinsey & Company, where she spent the first half of her more than 30 year professional career in retail, financial services, and healthcare.
She has spent the second half of her professional career as a C-level business leader in three multi-billion-dollar retailers, including Family Dollar and Belk. At Family Dollar, she led strategy and concurrently held a series of top operating roles that spanned real estate, marketing, and merchandising; her last role was as Vice Chair, Strategy and CAO. She transitioned to Belk and spearheaded the integration of store and digital channels as Executive Vice President, Omnichannel; she also had oversight for strategy and analytics as well as supply chain.
Dorlisa was most recently Chief Strategy and Transformation Officer at Southeastern Grocers, an $8 billion sales supermarket holding company based in Jacksonville, Florida that operates under multiple banners in seven southern states, including the Carolinas. Following a successful restructuring of the company, she transitioned to a senior advisory role to the CEO and Board that allows her to work remotely from Charlotte.
As the founder of Flur Advisory, LLC, she is building a portfolio of board and consulting roles for public and private companies. She currently serves as Director for Hibbett Sports, a publicly-traded, athletically-inspired fashion retailer; and also as Director for United States Cold Storage, a warehousing/transportation company in retail grocery that is owned by a privately-held U.K. conglomerate.
A native North Carolinian, Dorlisa moved to Charlotte in fall 2000. She is an active civic leader who has chaired both the Bechtler Museum of Modern Art and Blumenthal Performing Arts boards and previously served on the Arts & Sciences Council board. She has also served on the Advisory Board for Queen’s McColl School of Business and is a past Trustee of Myers Park United Methodist Church.
Dorlisa earned her B.S. and MBA degrees from Duke University, where she also met her husband, Peter. They have been happily married for 30 years and live in Ballantyne with their teenage daughter, a student at Northwestern University.
Chris Flynn is COO and Head of the Commercial Banking Data Management and Strategy. In his role, Chris is responsible for data quality and practice, risk and operational reporting and manages line of data management and platform strategy. Additionally, he is a key advocate for Commercial Banking’s data and reporting partnerships with other lines of business and other COO teams. Based in Charlotte, Chris joined Commercial Banking in 2019 after spending the previous seven years with Corporate and Investment Banking managing line of business applications, leading information service functions and providing oversight to multiple data warehouse solutions. Prior positions include roles with corporate treasury developing and managing data warehouse and reporting tools and several positions at Bank of America working in the customer profitability, finance and technology spaces.
Chris holds a Bachelor of Science in Business Administration and a Bachelor of Science in Accounting from the Belk College of Business at UNC Charlotte and received his MBA from Wake Forest University. Chris was born in New York, but has spent the majority of professional career in Charlotte where he lives with his wife and four children.
Mr. Gaynor is Partner and Chief Operating Officer for Myriad Asset Management; a Hong Kong based hedge fund advisor.
Prior to joining Myriad in 2011, Mr. Gaynor was the Pan-Asian Chief Operating Officer, Managing Director and Equity Risk Manager of Morgan Stanley Asia. Joining Morgan Stanley in Financial Control based in New York in 1986, Mr. Gaynor was based in Tokyo from 1988 to 1992 as a trading and project specialist. Following this, Mr. Gaynor was in New York from 1992 to 1997 in various roles, including managing new markets’ development for the Institutional Equity Division, during which time he was directly involved in the setting up of offices in Brazil, India and South Korea. From 1997 to 2002, Mr. Gaynor was based in London as Equity Division Market Risk and Non-Market Risk Manager. From 2002 to 2011, Mr. Gaynor returned to Asia with Morgan Stanley, first as the Equity Division Pan Asia Risk Manager, next as COO of the Institutional Equity Division and finally as COO of all of Morgan Stanley Asia.
Mr. Gaynor graduated cum laude from the University of North Carolina at Charlotte with a BA in Business Administration, and holds an MBA from the American Graduate School of International Management.
Julie Harris is head of GTS Business Banking and Global Banking Mobile Strategy at Bank of America Merrill Lynch. Leading GTS Business Banking, Julie oversees the delivery of treasury, liquidity, trade, and custody and agency solutions to US-based commercial and institutional clients. In her other role, Harris is charged with developing and executing the Mobile Strategy for Global Banking.
Previously, Harris was the Enterprise Credit Risk Information Strategy and Allowance Executive in Global Risk Management at Bank of America where she was responsible for the company’s allowance for loan losses on the balance sheet and the related annual provision expense of ~$3 Billion. She was also responsible for the Enterprise Credit Risk data strategy and reporting, providing updates to the company’s Credit Risk Committee, Management Risk Committee and Enterprise Risk Committee of the Board as well as day-to-day management reporting.
Harris joined the company’s Finance Management Analyst Program in 2000, and has served in a number of leadership roles since then. She most recently was Chief Financial Officer (CFO) for Global Banking Coverage responsible for Global Corporate Banking, Global Commercial Banking and Business Banking. She also has served as CFO for Corporate Treasury, Controller for Corporate Treasury and the Corporate Investments Group, and as a senior finance manager for Consumer Finance. She was named a Managing Director in 2013.
Harris is actively involved in in the Charlotte community, including past fundraising events for Levine Children’s Hospital. She serves as Vice President on the Board of Directors of Women Executives for Community Service which supports the Women Initiating and Nurturing Growth through Scholarships (WINGS) program. She has served as a mentor in the Cherie Blair Foundation for Women and as a Global Ambassador in Latin America for the Bank of America partnership with Vital Voices.
Harris was selected as one of Charlotte’s 40 Under 40 leaders in Business by the Charlotte Business Journal in 2015 and served as the chair of the Arts and Science Council Campaign for Global Risk in 2017. Harris is on the Board of Advisors at the Belk College of Business and the Foundation Board at the University of North Carolina Charlotte. She is also a founding member of the Belk College Women in Business initiative and co- leads an internal mentoring network for Bank of America called the Power of 10.
She has a degree in Finance from the University of North Carolina Charlotte, with an emphasis in Financial Analysis and Accounting.
After a successful corporate career, Dan founded Summit Leadership Partners to help growth-oriented companies and business leaders improve organization performance. Since forming Summit, he has advised numerous boards, investors, CEOs and senior leaders in a myriad of industries across the globe.
Dan brings over 25 years of proven success as Chief Human Resources Officer, Top Talent & Organization Development Executive, Global HR Vice President and other senior leadership roles with high performing global companies. Dan has deep expertise in leadership, strategy, assessment, executive and organization development. He is practical, insightful and focused on outcomes.
Dan’s corporate experiences include well-known companies such Asurion, Ingersoll Rand, MagneTek and Hoechst Celanese. He has worked in the public and private arena, including private equity and venture capital. His industry experience includes life sciences, chemicals, technology, consumer products, retail, industrial and financial services. Dan has significant global experience and has coached senior level leaders and organizations in most regions of the world. He has authored and presented numerous topics on leadership, organization change, strategy, leading in global contexts and strategic talent management.
Dan holds a bachelor’s degree in Psychology and Management from Clemson University and a master’s degree in Industrial & Organizational Psychology from University of North Carolina at Charlotte. Dan has also completed post-graduate studies in Executive Coaching.
As the Vice President, Government Relations at Lowe’s, Reginald Henderson is responsible for international, federal, state and local government relations. He has served in this role since 2018.
Reginald joined Lowe's in 2007 and most recently served as the Vice President, Associate General Counsel. He has more than 18 years of experience leading the creation and delivery of legal strategy to meet key business needs.
Reginald earned a bachelor's degree in politics from Hendrix College, a J.D. from the University of Arkansas and a master's degree in Labor and Employment Law from Georgetown University.
David Houston is Senior Vice President, Wholesale Middle Market at Fifth Third Bank. In this role, he oversees a relationship management sales team for western North Carolina and South Carolina Middle Market line of business, focusing on commercial and industrial companies with revenues from $20 million to $1 billion. Houston has had a 10-year career with Fifth Third Bank. Previously, he was the Senior Vice President, Relationship Manager with First Charter Bank. Prior to that he spent 15 years at Bank of America as the Senior Vice President, Client Management.
Houston received his master’s degree in Business Administration from the University of East Carolina and has a bachelor's degree in Political Science from the North Carolina State University.
Vonda Huss is the Executive Vice President and Chief Human Resources Officer for Brighthouse Financial. Brighthouse Financial was established by MetLife in 2016 and is a major provider of annuity and life insurance solutions in the United States. In this role, Huss is responsible for leading the HR, Corporate Communications, Community Relations and Real Estate organizations.
Prior to joining Brighthouse Financial, Huss was the Executive Vice President and co-head of HR at Wells Fargo. In this role, Huss led the HR business partner organization, and had responsibility for compensation, talent acquisition, HR strategy and employee relations. As the co-head of HR, she led a team of 2,000 HR professionals globally, and played a key role on the company’s Management Committee. Prior to assuming the role of co-head of HR, she was the HR Director for Wells Fargo’s Wealth & Investment Management Division, where she was responsible for leading human capital strategy, leadership development, talent management, compensation, recruiting and employee relations for the 34,000 Wells Fargo associates in that division.
Huss received a Bachelor of Science in Business Administration from Appalachian State University and a Master of Business Administration from Pfeiffer University.
Omar G. Jorge Peña is the Chairman of Aurora Grocery Group and CEO of Fransula Foods LLC, which operates supermarkets under the Compare Foods and GalaFresh Supermarkets banners.
Founded in 1989 by the Peña family, Compare Foods is the largest ethnic supermarket chain on the East Coast, with stores from Massachusetts to South Carolina. Omar is a second-generation grocer, working in the family business beginning in his teenage years. In 2009, Omar accepted a position as a partner in the company and relocated to Charlotte, North Carolina to manage the Compare Foods stores in the region. In 2012, together with his family, Omar led the creation and was named the Chairman of a new shared services entity, Aurora Grocery Group (AGG). AGG serves as the primary bargaining entity for the 24 supermarkets. In 2015, AGG debuted the GalaFresh Farms banner, focused on the new generation of Latino customer. In 2017, Omar became the CEO of Fransula Foods, LLC, which directly owns 4 supermarkets in the Charlotte, North Carolina and Northern New Jersey areas.
Omar obtained his bachelor's degree from St. John's University, majoring in Government & Politics. He also graduated with a J.D. from the Benjamin N. Cardozo School of Law - Yeshiva University and is admitted to practice law in New York. He practiced as a business attorney in New York before moving to Charlotte.
Omar is actively involved in contributing to the community. He is serving his second term as the Chairman of the Latin American Coalition, the largest Latino advocacy and cultural organization in North Carolina. Omar also serves on the following Boards of Directors: the Food Marketing Institute, the North Carolina Retail Merchants Association and the Carolinas Food Industry Council.
Omar and his wife, Miriam, live in Charlotte and are the proud parents of twin boys, Michael and Gabriel.
Matt is based in the Bank’s Charlotte office with responsibility for outreach to business, banking and community groups across North Carolina and South Carolina. He also leads the Bank’s Outreach and Statistics and Reserve Accounts departments for the Federal Reserve’s Fifth District, which includes North and South Carolina, Virginia, Maryland and most of West Virginia, and serves on the Bank’s senior management team.
Matt joined the Charlotte office as a Regional Economist in 2006 and assumed the regional executive role in early 2009. Prior to joining the Bank, he worked as a Senior Economist for Moody's Analytics, as an Analyst in the Congressional Budget Office, and as a faculty member at Kent State University, where he taught macroeconomics, money and banking, and economic history.
A Pennsylvania native, Matt has a B.S. in Economics from the U.S. Military Academy at West Point and a Ph.D. in Economics from the University of Delaware, which he earned after completing his military service.
Gina Martindale is a Managing Director with Barings’ Human Resources team and serves as the Senior HR Business Partner for Talent. Gina is responsible for leading Barings’ Talent Management strategies as well as developing new key Talent Acquisition initiatives. She has worked in the industry since 1999. Prior to joining the firm in 2017, Gina held positions at Deloitte and Bank of America. She holds a B.S. in Education from the State University of New York College at Oswego, holds the professional designation of Advanced Human Resource Professional Series from Cornell University, and is a member of the Society for HR Management (SHRM).
Anil Matai is the senior human resources executive at Bank of America for Global Technology and Operations and Enterprise Staff Support groups including the Chief Financial Officer group, the Chief Administrative Officer group, Global Risk Management, Legal, and Audit. He also leads HR support for the Operations and Market HR teams, as well as Life Event Services, which provides one-on-one expert guidance, counseling and personalized support to employees during certain life events. Matai’s responsibilities include developing HR strategic plans and aligning HR capabilities to support business growth and performance objectives.
Matai joined Bank of America in 1996 and has provided more than 20 years of HR support for various lines of business and support functions. Most recently, he was the human resources executive for Global Wealth & Investment Management, Global Marketing & Corporate Affairs, and Global Card Services. In previous roles, he provided HR support for the Financial Centers, Consumer Real Estate, and eCommerce.
Matai has a deep background in large scale acquisitions, and is regarded as an expert in HR transformation, including organizational design and talent selection, cultural integrations, functional HR processes and platform integrations and large scale cost efficiencies. He has led many acquisitions during his career at Bank of America, including the 2009 Merrill Lynch acquisition. He also served as human resources acquisition executive for the FleetBoston and LaSalle acquisition, the Boatmen’s bank acquisition, and the merger of NationsBank and legacy Bank of America.
Matai serves on the Board for Freedom School Partners, and also serves as the cochair for the Asian Advisory Council. He previously served on the Board for the United Way and as a member of the Global Diversity and Inclusion Council. In 2013, he received the ASCEND Inspiring Across Generations Award, which recognizes leaders for promoting Pan-Asian leadership in business and within the community.
Matai holds an undergraduate degree in accounting from Michigan State University and a master’s degree in business administration from the Bentley University Graduate School of Business. He lives in Charlotte, N.C. with his wife and daughter.
Tom Mathews, President & Principal of TMathewsHR LLC, started his consulting business in 2018. Tom is recognized for building and evolving award-winning HR strategies at Fortune 500 companies, private-equity funded organizations and start-ups that align with rapid growth and global business expansion. Tom was most recently the SVP, HR and CHRO at Durham, North Carolina based Cree, Inc., where he worked to help take Cree and their HR function through its latest phase of growth. Joining Cree in February 2015, Tom helped Cree rebuild its lighting business and ultimately assisted in hiring Cree’s current CEO.
Prior to Cree, Tom was head of HR for Asset International, a private equity-owned business in New York City, where he helped the executive team acquire 3 companies, and he also worked with the executive team to sell the business to Genstar Capital.
In January 2002, Tom joined Time Warner Cable as EVP, HR. He spent 11 years building a world-class HR organization, serving as a strategic partner at the executive level, to evaluate the HR implications of all major business decisions affecting over 50,000 employees, and identified HR programs, services and initiatives that aligned with business growth needs.
From 1999 to 2001, Tom was Vice President of International Human Resources at AOL where he was responsible for developing and implementing AOL’s human resource strategy for its international workforce. Tom spent the earlier part of his career in HR at companies that included Shearson Lehman Brothers (an American Express Company), International Data Group and Pillsbury.
Tom has a M.S. in Organization Development from Queens University in Charlotte, an MBA from the University of Michigan, and a B.S. in Economics & Psychology from Trinity College. Tom is active in a variety of professional associations and nonprofit organizations and is an executive committee member of the SHRM Foundation and an advisory board member of the Belk College of Business at UNC Charlotte.
Mrs. McPhilliamy is a managing director in Harris Williams’ Consumer Group. She has over 20 years of experience providing strategic and financial advice to public and private companies, entrepreneurs, and private equity firms regarding mergers and acquisitions, capital raising, and capital structure.
Mrs. McPhilliamy has worked with many industry leaders and disruptors in the consumer and specialty retail sectors. Prior to joining Harris Williams in 2018, Mrs. McPhilliamy spent 15 years at Wells Fargo as managing director and head of Consumer Investment Banking and six years in Morgan Stanley’s Global Retail group and Merrill Lynch’s Financial Sponsors group.
Mrs. McPhilliamy earned a B.A. from the University of North Carolina (UNC) at Charlotte and an M.B.A. from the Kellogg School of Management at Northwestern University. She serves on the boards of the Belk College of Business at UNC Charlotte, Cosmetic Executive Women, and the National Mother’s Day Council.
Mrs. McPhilliamy has received numerous awards including being named a “Mover, Shaker and Money Maker” by Women’s Wear Daily in 2018, recognized by the Charlotte Business Journal for their “Women in Business” awards in 2017, and was named one of “Beauty’s 50 Most Powerful Women” by Women’s Wear Daily in 2015.
Kaki Murphy has more than 24 years of experience serving both public and large private clients in the consumer business industry, with a focus on retail, distribution and services. She is currently the Lead Client Service Partner (LCSP) for Best Buy, a $40 billion technology products retailer, Southeastern Grocers, a $13 billion grocery retailer and a non-audit client CarMax, a $16 billion automotive retailer. Additionally, Kaki serves as LCSP for Electrolux North America and Victra – a Verizon authorized retailer.
Kaki’s SEC experience includes public offerings, IPOs, shelf offerings and private financings. She has strong experience in applying IFRS for large multinational companies, given her background working with Delhaize America and A.P. Moller-Maersk.
Joe is the Office Managing Partner in KPMG’s Charlotte office. This role includes being the managing partner for KPMG’s Coastal Business Unit comprised of ten offices in the Carolinas, Florida and Puerto Rico. In addition, Joe continues to serve as an Audit Partner on a variety of clients spanning multiple industries, including consumer and industrial products.
As the Managing Partner, Joe represents the firm in the regional marketplace, business and civic communities. He is also responsible for coordinating the highest level of quality client service in all functions: advisory, audit and tax. The Coastal Business Unit includes approximately 140 partners and managing directors and over 1,400 professionals. Joe has served as an Audit Partner on both private and public companies ranging in size from middle market to Fortune 500. In recent years, Joe has worked extensively with clients on the registration of debt and equity securities, acquisitions, dispositions/sales of large operating units, reorganizations and initial public offerings. Prior to his current role, he served as the Office Managing Partner in KPMG’s Raleigh office and prior to that as an Audit Partner in KPMG’s Jacksonville office.
David is a Partner and Family Advisor at Colony Family Offices. He serves on the Investment Committee and helps coordinate the business development efforts across the firm. His work with families spans the full range of disciplines across wealth management including investment strategy, wealth transfer planning, philanthropy and financial education for the rising generation. David has more than 25 years of leadership experience in the wealth management industry.
Prior to joining Colony, he was Managing Director at Abbot Downing, the family office practice at Wells Fargo, in Charlotte for seven years where he was responsible for overall relationship management and business development activities. He worked at Calibre, a predecessor firm to Abbot Downing, as the Director of Client Management for six years in Winston-Salem, North Carolina. Prior to Wells Fargo, David held various investment management roles at SouthTrust serving affluent families, foundations and endowments. David began his career at a single-family office in Birmingham, Alabama.
David is a graduate of the Stephens College of Business, University of Montevallo, having received a Bachelor of Business Administration. David sits on the Board of Advisors for the Belk College of Business, University of North Carolina at Charlotte. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute, the North Carolina CFA Society and the Charlotte Estate Planning Council.
Craig Parkin is the Managing Director for the Mid-Atlantic Region of TIAA’s Institutional Retirement Business. In this role, Craig’s team is responsible for all aspects of client relationships in the higher education segment with his client’s retirement assets exceeding $75B for more than 650,000 participants.
Prior to this role, Craig was the Business Effectiveness Lead for TIAA’s Retail Financial Services business. Craig led the execution of critical programs to improve customer outcomes, drive productivity, efficiency and simplification of core processes. Previously, as the Chief Operating Officer for the Retail Products & Services Business, he led strategic planning, performance reporting, program management, risk and compliance coordination, employee engagement, advisor services and internal sales, and product marketing support. Craig also served as the Head of Relationship Management for the company’s 529 college savings business, overseeing a client portfolio exceeding $15 billion in assets.
Craig holds a B.A. in Economics from Colgate University and was a Hugh McColl Sr. Fellow at the McColl School of Business at Queens University, where he received his MBA and executive coaching certification.
Jennifer Pollino currently serves as an Executive Coach and Consultant with JMPollino LLC, a leadership development, talent management and succession planning firm she founded upon her retirement from Goodrich Corporation in July 2012.
She previously served as the Executive Vice President, Human Resources and Communications, at Goodrich from February 2005 until July 2012, when Goodrich was acquired by United Technologies Corporation. Prior to that, Ms. Pollino served as the President and General Manager of the Aircraft Wheels & Brakes Division of Goodrich from September 2002 to February 2005, as the President and General Manager of the Turbomachinery Products Division of Goodrich from December 2001 to August 2002 and in various other finance and accounting positions of increasing responsibility during her 20-year tenure with Goodrich. Prior to Goodrich, Ms. Pollino was the Controller of a savings and loan association, a Field Accounting Officer with the Resolution Trust Corporation and an Auditor with KPMG.
Ms. Pollino serves as a Director for public and non-profit companies. She has been a Director of Crane Co., a diversified manufacturer of highly engineered industrial products since 2013, Kaman Corporation an aerospace and industrial distribution company since 2015, Wesco Aircraft Holdings, Inc., a provider of comprehensive supply chain management services to the global aerospace industry since 2014 and two non-profits, Teach for America – Charlotte and the UNC Charlotte Belk College Advisory Board. She also served as a former Director for SHRM from 2013-2014.
Pollino earned her B.B.A. in accounting from the University of Notre Dame and her M.S. in Executive Coaching from Queens University of Charlotte. She is also a Certified Public Accountant.
Joe Price is a finance executive who held many positions with Bank of America for nearly twenty years, including Chief Financial Officer, Global Corporate and Investment Banking Risk Management Executive, President of Consumer and Small Business Banking, and a member of the bank’s executive management team. Prior to joining Bank of America in 1993, he was affiliated with PriceWaterhouse and served as a member of the Financial Institutions National Industry Group, specializing in banking and acquisitions and derivatives.
Price currently serves as a Senior Advisor for Falfurrias Capital, a private equity firm, and is a board member of RegEd, a compliance software systems provider to the financial services industry.
He also serves as Chair of the Board of Directors of Habitat for Humanity’s worldwide operations and is active with Habitat for Humanity of Charlotte as well as the UNC Charlotte student chapter of Habitat for Humanity. He has served on the UNC Charlotte Board of Trustees since 2007. He currently serves as Chair of the Board and has previously served as Vice Chair of the Board as well as chair of various committees. He also serves on the Board of Advisors of the Belk College of Business and is a 1983 graduate of UNC Charlotte.
Price is the primary caregiver for his wife of 34 years, Christine, as she deals with the consequences of a rare autoimmune disease. The Prices reside in Charlotte, North Carolina and have two grown daughters and a son.
Robert (Bob) Qutub is Executive Vice President and Chief Financial Officer of RenaissanceRe, where he is responsible for Finance, Investments, Treasury, Operations, IT and Human Resources.
Prior to joining RenaissanceRe, Mr. Qutub was Chief Financial Officer and Treasurer for MSCI Inc. (NYSE: MSCI) from July 2012 to May 2016, where he managed all aspects of SEC reporting, treasury, investor relations, financial planning and internal controls, as well as other responsibilities. Before MSCI, Mr. Qutub was with Bank of America for 18 years, where he held several segment Chief Financial Officer roles, most notably for Global Consumer and Business Banking, Global Banking and Markets and Global Wealth Management. Mr. Qutub’s career started with Pricewaterhouse, where he spent 6 years.
Mr. Qutub holds a Bachelor of Science in accounting from the University of North Carolina at Charlotte and is a member of the American Institute of Certified Public Accountants. He also served in the United States Marine Corps and is currently on the Board of Directors of USAA Federal Savings Bank.
Brian Savoy is the Senior Vice President, Business Transformation and Technology for Duke Energy. He is responsible for information technology and leading business change to advance the company’s strategic objectives.
Prior to this role, he served as the Chief Accounting Officer and Controller for Duke Energy where his responsibilities included the accounting, financial reporting and internal controls for the corporation.
Savoy joined Duke Energy in 2001 as a manager in Duke Energy’s energy trading unit, Duke Energy North America. He was named the Director of Trading and Risk Services later in that year. Savoy led derivative accounting and trading control functions for energy trading and marketing activities and was instrumental in the successful wind-down and disposition of Duke Energy North America in 2005.
Following Duke Energy’s merger with Cinergy in 2006, he was appointed as the Vice President and Controller of the Commercial Power Segment and responsible for accounting, financial reporting and internal controls functions. In 2009, Savoy was named the Director of Forecasting and Analysis where he played a significant role in addressing challenging business and strategic issues, including leading financial due diligence for the Duke Energy/Progress Energy merger completed in 2012. He assumed his current position in May 2016.
Savoy earned a Bachelor of Business Administration degree in accounting from Lamar University in Beaumont, Texas and completed the Advanced Management Program at the Fuqua School of Business at Duke University in Durham, North Carolina. He is a certified public accountant in both Texas and Ohio.
He and his wife along with their son and daughter, live in Charlotte, North Carolina.
Michael Smith is the President and CEO of Charlotte Center City Partners, an organization which envisions and implements strategies and actions to drive the economic, social and cultural development of Charlotte’s central business district.
Smith holds his MBA from Kellogg Graduate School of Management at Northwestern University and his undergraduate degree from UNC Chapel Hill. He has held corporate roles at AT&T Communications, First Union’s Capital Markets Group and By-Products Interactive. Prior to his role as the President of CCCP, Smith was the Chief Financial Officer at the Charlotte Chamber of Commerce.
Since 2005, Smith has been the driving force behind a number of city-changing initiatives, creating and helping shape initiatives that have changed the landscape for the Charlotte in sustainability, economic development, urban neighborhoods, transit and hospitality. Over the last two decades, Charlotte’s urban core has been transformed into a major destination, seeing 18-million visitors a year, more than 30,000 residents and 125,000 employees.
Dave Wedding serves as the Chairman of the Grant Thornton LLP U.S. Partnership Board, is a Partner in the Advisory Services practice, as well as, serving as the Managing Partner for the Southeast Region, which includes the Carolinas, Florida and Georgia. Dave has more than 30 years of public accounting experience in external audit and many of Grant Thornton’s Advisory Services practice areas including internal audit and forensic accounting. Prior to joining Grant Thornton, he was a Partner with Deloitte & Touche serving as the Carolinas Practice Leader for their Forensic Accounting Practice. Prior to Deloitte & Touche, he was with Arthur Andersen for 21 years in the Audit and Assurance practice.
Dave Wedding is a graduate of the University of North Carolina at Charlotte where he earned his B.S. in Business Administration and Virginia Polytechnic Institute where he earned his MBA.
Dontá Wilson is a member of the Executive Management Team for Truist Financial Corporation, the nation’s sixth largest bank and premier financial services company serving approximately 10 million households.
Wilson is responsible for leading digital transformation and ensuring a world-class, distinctive client experience for all Truist clients. In this role, he oversees Digital Banking, Digital Sales, Digital Strategy and Innovation, Experience Design, Intelligent Automation, Client Experience, Client Insights and Analytics, Marketing, Corporate Communications, Truist Ventures and the Truist Foundation.
He began working at Truist’s predecessor, BB&T, in Bank Operations in October 1995 while in college and has more than 20 years of experience in the fi nancial services industry.
Wilson has always been active in his community, having served and currently serving on many not-for-profi t, educational and community service boards. He is a member of Kappa Alpha Psi, Sigma Pi Phi (Boule) and ELC.
Wilson earned his bachelor’s degree in management from the University of North Carolina at Charlotte and an MBA from the University of Maryland. He is also a T.E.P. graduate of the Tuck School of Business at Dartmouth.
Mr. Zapata has proven expertise in the field of engineering management with more than 30 years of successful experience applying his engineering and managerial skills. Under his leadership, the firm has earned a reputation for providing innovative solutions to engineering challenges. He has assembled a successful group of professionals dedicated to providing the highest quality infrastructure, environmental, and facilities engineering solutions. The firm’s clients include the Department of Defense, the Department of Transportation, the Department of Energy, General Dynamics, Bank of America, Duke Energy, Rea Contractors and many other regional and national companies. ZAPATA Group has established a national and international presence with offices in North Carolina, South Carolina, Colorado, Texas, Nebraska, Hawaii and Chile, and conducts projects worldwide.
Mr. Zapata studied civil engineering in his native Chile and earned his Bachelor of Science in Mechanical Engineering and MBA from the University of North Carolina at Charlotte. He has been an Adjunct Professor of Business at Queens University and at UNC Charlotte, teaching at the graduate and undergraduate schools. He is a licensed Professional Engineer in North Carolina, South Carolina, Florida, Virginia, Mississippi, Alabama, Louisiana, New York and Georgia.