2017 Summit Speakers

Griselda Abousleman

Vice President, Integrated Supply Chain Fluid Management, Material Handling and Power Tools, Ingersoll Rand
Griselda Abousleman was appointed Ingersoll Rand's vice president, integrated supply chain for Fluid Management, Material Handling and Power Tools in August 2015. In this role, she drives continued improvement of the value streams and is responsible for a supply chain strategy to optimize performance in critical operational areas, including cycle time, delivery and quality for three of the company's 11 strategic business units.

Ms. Abousleman joined Ingersoll Rand in January 2013 as a director in operational excellence with the company's residential solutions business in Tyler, TX. She was appointed in January 2014 to one of two regional operational excellence leader roles for North America and was appointed vice president, operational excellence in November 2014. Prior to Ingersoll Rand, she was with Honeywell as director, global growth; Flowserve as a multi-site leader; Volvo-Novabus as senior manufacturing engineering manager; and AlliedSignal as lean supervisor and global transitions leader.

Ms. Abousleman holds a bachelor's degree in industrial engineering from Stanford University, which includes overseas study in economics from the Pontificía Universidad Católica de Chile, and a master's degree in business administration from Arizona State University. She has also earned her Lean Master certification from Shingijutsu and Honeywell, and is a member of the National Society of Hispanic MBA's, a member of the Society of Women Engineers, and is a board member of Women in Manufacturing.

Tonya Austeri

Director, Manufacturing Optimization, Philip Morris USA
Tonya Austeri serves as director, manufacturing optimization for Philip Morris USA, an Altria Company. She has held this position since February 2014. In her current role, Tonya is responsible for leading projects related to PM USA’s manufacturing space and business development initiatives. Tonya currently serves as the Chair of Altria’s Women in Manufacturing Employee Resource Group. Tonya joined PM USA in 2002 as an intern and began her full-time career as a project analyst at PM USA’s Park 500 facility in Chester, Virginia in 2003. Since that time, Tonya has held a variety of leadership roles throughout the company, including roles in Quality and Marketing as well as Production and Plant Management. Most recently, Tonya held the position of Director of Plant Operations for U.S. Smokeless Tobacco Company, also an Altria Company, in Franklin Park, Illinois. She is a graduate of the Georgia Institute of Technology, where she received her bachelor’s degree in engineering and a master’s degree in business.

David Brousell

Global Vice President, Research, and Editorial Director Manufacturing Leadership Community (MLC), Frost & Sullivan
David is an accomplished publishing and research executive with more than 30 years of experience building loyal audiences through prestigious web and print publications, targeted research and thought-leadership events and conferences. A professional journalist since 1975, Brousell currently serves as global vice president, research, and editorial director of the Manufacturing Leadership Community (MLC), a unit of Frost & Sullivan, which he co-founded in 2008. He oversees all content for MLC’s website, the Manufacturing Leadership Summit, the Manufacturing Leadership Journal, the Manufacturing Leadership Council and the ML Awards program. In his career in high-tech publishing, David has covered numerous industry and business developments as well as technology shifts. These have spanned the mainframe era and the development of relational databases; the rise of the minicomputer and such companies as Digital Equipment Corp. and Data General; the advent of personal computing, including the introduction of the IBM PC; client-server computing; the evolution of enterprise applications; business re-engineering; the dawn of the Internet and the worldwide web; and the development of social media and service-based technologies.

Mary Burke

Founder & CEO, Building Brave
Mary Burke
Mary is a businesswomen, philanthropist and social entrepreneur. She is CEO and Founder of Building Brave, an organization whose mission is for women to discover their most confident selves. She is on the Board of the Burke Foundation, Madison Board of Education and co-founded the AVID/TOPS college preparation program which supports over 1,000 students as they aspire to earn a college degree. In 2014, she was the first woman in Wisconsin history to win the nomination for Governor for a major party. She has held leadership positions in private, public and non-profit sectors as Vice President of Finance for Intrepid Corporation, Director of European Operations for Trek Bicycle, and Wisconsin’s Secretary of Commerce. Mary earned her BS in Business Administration at Georgetown University and her MBA from Harvard University.

Kathleen Buse, PHD

Kathleen Buse
Dr. Kathleen Buse began her career as a process engineer at Kodak Park in Rochester, NY. Throughout her 25-year career in industry, she worked in various technical and leadership roles in organizations manufacturing synthetic and other specialty chemicals, polyester, photographic film, pressure sensitive labels, paints and aerosols. Kathleen’s second career as a researcher focuses on understanding factors involved with recruiting, retaining and advancing women. She is founder and President of Advancing Women in STEM™, is the faculty director of the Leadership Lab for Women at Case Western Reserve University and an adjunct professor in the Doctor of Management program at the Weatherhead School of Management. Kathleen earned her PhD from the Weatherhead School of Management at Case Western Reserve University; MS in electrical engineering from the Rochester Institute of Technology and a BS in chemical engineering and engineering and public policy from Carnegie Mellon University.

Elizabeth Esty

U.S. Representative, 5th Congressional District of Connecticut
Elizabeth Esty is the U.S. Representative for the 5th Congressional District of Connecticut. Elected to Congress in 2012, she serves as the vice ranking member of the Transportation and Infrastructure Committee, as a member of the Science, Space and Technology Committee, and the Veterans’ Affairs Committee. She previously served in the Connecticut General Assembly (2009 - 2011) and the Cheshire Town Council (2005 - 2008). Congresswoman Esty graduated from Harvard University in 1981 and earned her law degree from Yale Law School in 1985. After clerking for U.S. District Judge Robert Keeton of Massachusetts, she joined the firm of Sidley Austin and served as a member of the Supreme Court bar. She later taught as an adjunct professor at American University and worked in healthcare and Medicare policy as a Senior Research scholar at Yale. In March, President Trump signed into a law a bill authored by Rep. Esty, the Promoting Women in Entrepreneurship Act, and she has been a tireless advocate for veterans. In 2016, President Obama signed a defense bill into law that included the Congresswoman’s Manufacturing Universities Act, to provide federal grants to support manufacturing engineering education programs.

Jonna Gerken

Manager, PCME Group, Pratt & Whitney
  Jonna Gerkin
Jonna Gerken is the Manager for the Program Chief Manufacturing Engineering (PCME) team within the Core Manufacturing Engineering organization at Pratt & Whitney, a division of United Technologies Corporation (UTC). In this role, she oversees the team’s work & process to ensure all engine components meet Manufacturing Readiness Levels appropriate to their lifecycle stage. Prior to this she was Project Manager for the Operations Development group, coordinating the start-up of new OEM facilities for production ramp-up of Next Generation Product Family (NGPF) programs. Gerken has worked for Pratt & Whitney since 2000, holding numerous positions of increasing responsibility within both operations and engineering. Previous roles include: deputy engineering program manager for A320neo hot section, leading a multidisciplinary team of engineers in the design, development, and validation of module hardware; manager of the Quality, Delivery, and Cost Group in Hot Section Engineering, providing leadership and mentoring in the areas of quality improvement, process certification, cost reduction, and continuous improvement; and cost reduction manager for the Combustors, Augmentors, and Nozzles Module Center, where she oversaw the funding and execution of all activities impacting product cost for various hardware. At the start of her, she was a manufacturing engineer and cell leader in the Tubes & Manifolds business unit at the company’s East Hartford, CT facility.

Prior to joining Pratt & Whitney, Gerken worked for Colt’s Manufacturing Co., where she was part of a rotation program covering industrial engineering and manufacturing, purchasing, metallurgy, and project management.

Gerken is also serving as the Society of Women Engineers FY18 President. In this capacity, she leads the international organization in its mission to “stimulate women to achieve full potential in careers as engineers and leaders, expand the image of the engineering profession as a positive force in improving the quality of life, and demonstrate the value of diversity.” The almost 40,000 member organization serves over 400 sections & groups around the world to encourage more women to enter & stay in engineering fields.

Gerken holds a B.S. in industrial and management engineering and an MBA in technology development, both from Rensselaer Polytechnic Institute. She is a life member of SWE, a senior member of the Institute of Industrial and Systems Engineers, and an associate value specialist with SAVE International. She received the 2016 Petit Family Foundation Women in Science Leadership Award from the Connecticut Science Center, the 2014 STEP Award from the Manufacturing Institute, the 2011 Pratt & Whitney Diversity and Inclusion Award, the 2006 SWE Distinguished New Engineer Award, and was a 2004 New Faces of Engineering Finalist for IIE.

Peggy Gulick

Director of Business Process Improvement, AGCO Corporation
Peggy Gulick
Peggy Gulick currently serves as Director of Business Process Improvement for the agricultural equipment sector. She has over 20 years of experience in consumer products and manufacturing industry. As a plant leader of AGCO’s Production Systems (Lean) and Information Technology teams and strategies, Ms. Gulick leads the organization through business partnered initiatives to continuously improve productivity, quality, safety and cost. Prior to this position, Ms. Gulick spent 16 years advancing comprehensive and sustainable solutions in global Enterprise Resource Planning Systems in the sporting consumer goods industry. She has received numerous awards including the Manufacturing Institute STEP award for leadership in technological advancements and contribution in 2014. In 2015, Ms. Gulick chartered the Women in Manufacturing Chapter in Minnesota while holding an active position on AGCO’s AGWN (AGCO Global Women’s Network) Global Steering Committee. Most recently, she has led a team of out-of-box thinkers and ambitious partners in the implementation of wearable technology solutions on the manufacturing plant floor, selected as High Achiever in Internet of Things Manufacturing Leadership by the Manufacturing Leaders Council (Frost & Sullivan) in 2016.

LaChel Hird

Chief Career Officer, CliftonLarsonAllen LLP
  LaChel Hird
As Chief Career Officer, LaChel drives CLA’s strategy to be “THE Career Building” firm. She partners with the executive management team, Career Building Leadership team, peers, organization leaders, and the People Solutions team to design, develop and implement people programs and initiatives that support and advance the Firm’s culture, and people strategy.

LaChel assists leaders in developing strategies and implementing initiatives that support their leadership and career building objectives, facilitates small and large group strategy and project planning sessions and is a facilitator for CLA leadership development programs; LaChel also provides coaching to individuals around presentation, career and leadership development.

With over fifteen years’ experience in learning, organization development, leadership and career development, LaChel has demonstrated she is leader who gets things done with and through others. She enjoys coaching and mentoring others as they develop their talents and leadership capabilities. LaChel has a Bachelors of Business in Marketing with a minor in broadcast journalism from University of Iowa, Iowa City, Iowa and a Masters in Human Resources and Change Leadership from University of St. Thomas, Minneapolis, MN. She is also certified in emotional intelligence 2.0 and a certified trainer for situational leadership II. LaChel is a member of the CLA Foundation, Board member, the MN Change Management Association and Nexia International.

Dr. Kathryn Jablokow

Associate Professor of Engineering Design & Mechanical Engineering Division, Pennsylvania State University
Dr. Kathryn Jablokow
Kathryn W. Jablokow, associate professor of engineering design and mechanical engineering, earned her Ph.D., M.S., and B.S. in electrical engineering from Ohio State University. She joined Penn State in 1990 after spending a year as an NSF-NATO Postdoctoral Fellow at RWTH Aachen, Germany. Dr. Jablokow is the author of four graduate-level engineering courses focused on problem solving, creativity, and invention, and a collaborator in the creation of multiple new minors and degree programs across the University. She is one of three Penn State engineering faculty who developed and teach a Massive Open Online Course (MOOC) on creativity, innovation, and change, which has attracted over 250,000 learners since 2013. Dr. Jablokow played a key role in developing the Multidisciplinary Engineering Design option of Penn State’s undergraduate General Engineering degree, which she now directs. Dr. Jablokow serves as a Director of the Educational Research & Methods Division of ASEE and as a Member of the Steering Committee of the North American Chapter of the Design Society. Her current research on cognition-based design, ideation flexibility, engineering innovativeness, and high performance design teams is supported by multiple grants from the National Science Foundation.

Sheila Lamothe

VP of Strategic Initiatives, Goyer Management International
Sheila LaMothe has spent most of her career dedicated to marketing in the manufacturing industry. A graduate of Connecticut College, she began her career in the public sector where she held the position of International Trade Specialist at the Connecticut Department of Economic Development, assisting manufacturers in locating sales representation in Europe and Asia. She then moved into the private sector as Trade Show and Event Coordinator for a large manufacturer of communications equipment before taking on the role of Group Marketing Manager for an international aerospace components manufacturer. For 15 years Sheila's was responsible for the marketing and public relations activities for TRUMPF Inc., Farmington, CT, initially serving as Marketing Manager before becoming Associate Director of Marketing & Public Relations.

She is now Vice President of Strategic Initiatives for Goyer Management International, located in Sarasota Florida, which provides association management services for manufacturing industries.

Sheila has been involved with a number of industry associations in addition to WiM and served on the FABTECH Exhibitor Advisory Council, SPIE Corporate Events Committee, and the WiM Summit Host Committee. Sheila also founded the WiM Connecticut Chapter and served as chapter chair from until her relocation to Florida.

Dr. Lorinda Lewis

Sr. Director, Continuous Improvement, Oshkosh Defense
Lorinda Lewis
Lorinda Lewis is the Senior Director of Continuous Improvement at Oshkosh Defense. Her role is to deploy the lean operating system through coaching, guiding, teaching, facilitating, and influencing a transformational culture change by applying lean principles, concepts, and tools. Before joining Oshkosh, she served a distinguished 20 year Air Force career, working in areas such as Supply Chain, Inventory Management, and Contracting. Lorinda has earned a Ph.D. in Business from Northcentral University, a DBA in Quality Systems from American Meridian University as well as other degrees and certifications in Supply Chain, Marketing, Finance, and Adult Learning. She has published a variety of scholarly articles on topics such as market segmentation, continuous improvement, multi-generational workforce, woman-owned small businesses and more. She is also adjunct faculty at two universities teaching marketing, business, and leadership courses.

Cynthia Logan

Sr. Manager, Tobacco Processing, King of Prussia, John Middleton Co., an Altria Company
Cindy serves as the sr. manager of tobacco processing operations. Her role is to responsibly process and deliver John Middleton Co. tobaccos in a financially disciplined way, assuring the end consumers receive a superior branded product. She has held this position since 2010. Previously, she served as Manager of Quality and Records for both the cigar manufacturing and tobacco processing factories for approximately 1.5 years after the Altria Co.’s acquisition of John Middleton Inc. Prior to relocating and joining the John Middleton Co family, Cindy worked for Philip Morris USA for 20 years in Richmond, VA. She has held various leadership positions in Quality, Production, and Operations Support during her career within the Altria Company. Cindy received her Bachelor of Science Degree in Industrial Engineering from West Virginia University. While working for PMUSA, she received her Master of Business Administration from Averett University.

Christina McKenna

Founder and President, Bluestone Executive Communications
Christina McKenna
Founder and President of Bluestone Executive Communications, Christina McKenna is the voice whispering in the ear of some of America’s most powerful corporate and community leaders, helping them get the words right when it matters most. Whether they’re facing a media firing line, accepting honors or delivering the speech of a lifetime, McKenna coaches clients to engage audiences with authenticity, empathy and shared human experience. Her client list includes CEOs, company presidents and other senior leaders at General Motors, McCann WorldGroup, Masco, La-Z-Boy, Magna International, Detroit Public Schools, Continental, Valeo, Visteon, Shinola, ZF and dozens of other business, government and nonprofit organizations across North America and beyond.

A career communicator, McKenna previously spent 12 years as a TV reporter in Boston and Seattle where she interviewed thousands of newsmakers, including George W. Bush, Hillary Clinton, Bernie Sanders and John Kerry, covering some of the world’s most influential politicians, business leaders and celebrities as they confronted crises in the glare of the public eye. Later, McKenna took her journalism experience to the other side of the microphone, as the spokesperson for Fortune 500 Boston Edison, publicly representing the company through a series of high-profile crises.

McKenna earned a Bachelor’s degree in Political Science at the University of Chicago and her Master’s degree from Columbia University’s Graduate School of Journalism. She also spent two years as a member of the full time faculty at Suffolk University in Boston where she taught journalism, writing and ethics. McKenna is a frequent public speaker and regularly writes about public speaking and corporate communication in the blog “Let’s Be Clear.”

Siobhan Pandya

Director Lean | Continuous Improvement, Mary Kay Inc.
Siobhan Pandya is director of continuous improvement and lean at Mary Kay Inc. With 3.5 million Independent Beauty Consultants, Mary Kay offers more than 200 premium products in more than 35 countries around the world. For more than 50 years, Mary Kay has helped women discover products that they love: innovative skin care, irresistible makeup and unforgettable fragrances. At the same time, the Mary Kay business opportunity has helped women from Kansas to Kazakhstan discover extra income, empowered choices and true beauty from the inside out. Based at the Manufacturing Plant in Dallas, Texas, Siobhan is responsible for the implementation of Continuous Improvement across the entire company, with her initial focus being Supply Chain and all its related functions in the US and China. Prior to Mary Kay, Siobhan worked at Shell Oil Company for 17 years in a variety of roles in Finance, Compliance and Continuous Improvement in the UK and US.

Dr. Irene Petrick

Director of Business Strategy for the Industrial & Energy Solutions Division, INTEL
Irene Petrick
Dr. Irene J. Petrick received her Ph.D. in manufacturing and strategy in a joint degree from the Colleges of Engineering and Business at Penn State University in 1997. Petrick joined Intel in 2015 as Director of Business Strategy for the Industrial and Energy Solutions Division. Prior to that Irene was a faculty member at Penn State University in the College of Information Sciences and Technology (2003 – 2015) and the College of Engineering (2000-2003) where she taught undergraduate and graduate courses in concurrent engineering, process quality engineering, digital design, corporate innovation strategy, information integration in the enterprise, and human factors engineering. Her research interests include technology forecasting, 3D printing, collaborative innovation and business ecosystem development. She has been actively engaged with companies in their innovation and technology strategy activities, including work with twelve Fortune 100 companies, the U.S. military, and a wide variety of small to medium sized enterprises. Petrick has been principal investigator or co-principal investigator on projects totaling over $8.2M. She has been named a Boeing Welliver Fellow, a CSC Faculty Intern in India and has won both College and University teaching awards. Irene is author or co-author on more than 150 publications and presentations.

Heather Preu

Vice President Worldwide Connected Operations, IBM Watson Internet of Things
Heather Preu
Heather Preu is a global sales leader with over 20 years experience in the technology industry. Heather’s broad background includes working with large global clients to improve their bottom line by implementing systems and processes that allow them to gain better visibility to data while at the same time providing more powerful tools to help analyze the information. She is passionate about delivering the highest levels of customer satisfaction by building programs that are scalable and repeatable to ensure consistency and a successful customer experience.

Heather is currently the WW VP of Connected Operations Watson Internet of Things. Responsible for driving growth and enablement across the portfolio which includes Maximo, Tririga and PMQ at a global level by helping clients unlock value with new insights through adoption of our Cognitive solutions and Platform. She is responsible for a worldwide team of business development leaders, sales professionals and technical subject matter experts. In her role as Business Unit Leader for Connected Operations her team also includes Offering Management developers, Marketing and Enablement resources.

Previously she held the position of Vice President of Sales North America GE Digital/Meridium, in this role she was responsible for driving revenue across multiple teams including Outside Sales, Inside Sales and Solution Consultants across all business sectors (Oil & Gas, Discrete Manufacturing, Utilities, Food & Beverage and Health/Pharma) as well as working as a liaison to large Corporate Global accounts as an executive sponsor to assure client satisfaction. In addition she is was a member of the global team facilitating the integration of GE Digital and Meridium during acquisition.

Previously she was Regional Vice President at IQMS, during her time at IQMS they continuously posted double digit growth and 42 consecutive profitable quarters.

George Saiz

President & CEO, The Association for Manufacturing Excellence
George Saiz
George Saiz joined AME as President & CEO IN April of 2016 but he has been a member of AME since 2005, and a member of the AME Champions Club since 2007. George served on the AME Board of Directors from 2013-2015. While serving on the AME Board in 2015, George held the position of treasurer. He has been a participating member of the AME Executive Leadership Summit on people-centric leadership since its inception in 2013.

A practitioner and strong proponent of lean and continuous improvement since 1992, George is excited to help AME grow its footprint, and to promote enterprise excellence and people-centric leadership among the next generation of manufacturing leaders. George previously served as President of MicroAire Surgical Instruments, LLC located in Charlottesville, VA. During a career spanning more than four decades, George worked for a number of medical device manufacturing companies in increasing roles of responsibility from manager, director, general manager, vice president, owner and president. He has significant experience in leading complex organizations and generating growth in sales and earnings. George earned his master's degree in business administration at the University of La Verne in La Verne, CA, and his bachelor's degree in business administration from West Coast University in Los Angeles.

Marion Schmeelk

Wealth Market Leader, TD Wealth
Marion Schmeelk
Marion Schmeelk provides strategic leadership to a team of accomplished TD Wealth professionals as they deliver comprehensive private banking, lending, investment and trust solutions to clients in the greater Connecticut area.

Marion brings more than 35 years of wealth management experience to TD Wealth, having held leadership, business development and relationship management positions in the financial services industry. Marion joins TD Wealth from U.S. Trust, Bank of America Private Wealth Management where she most recently served as Market Director.

Active in her community, Marion has served on various non-profit organizations including Domus, Teach for America, Center for Hope and her Church’s Finance Committee. Marion is a graduate of Fairfield University and is a Certified Financial Planner.

Richard M. Schupp

Sr. Vice President, Human Resources Global Supply Chain (GSC), The Sherwin-Williams Company
Richard M. (Matt) Schupp is the Sr. Vice President, Human Resources for Global Supply Chain. He is responsible for the execution of successful people strategies that drive positive employee relations and HR Continuous Improvement within the Division in the areas of Employee Engagement and Communications; Global Talent Development; Workforce Analytics; Diversity & Inclusion and Functional Compliance.

Matt received his undergraduate degree in Management from The University of Arkansas, Fayetteville and joined Sherwin-Williams in 1994 as a part-time store Sales Associate. Since that time, Matt has held positions of increasing responsibility, including: Field Auditor; Compensation Analyst; Human Resources Generalist; Plant Human Resources Manager; Stores Area HR Manager; Regional HR Director, GSC; and most recently, VP of Human Resources in the Southeastern Division of The Americas Group.

Matt currently serves on the Finance and Audit Committees for Fieldstone Farm Therapeutic Riding Center in Chagrin Falls, OH. Fieldstone Farm engages the therapeutic power of horses to discover and nurture the special abilities of individuals, families and communities.

Nicole Smith

Project Manager, Orion Testing at Plum Brook Station, NASA Glenn Research Center
 Nicole Smith
Nicole Smith is the Project Manager for Orion Testing at Plum Brook Station at the NASA John H. Glenn Research Center in Cleveland, Ohio, where she leads the spacecraft testing, facility development, and manufacturing work supporting the Orion Program. Prior to that, she was the Aerospace and Manufacturing Legislative Fellow for Senator Sherrod Brown (OH). She was the project lead for the in-house engineering work on the Space Environment Test Project, which designed and built the world’s largest space environments test complex, and was the Systems Engineering & Integration Lead for the Orion Service Module. Previously, she was the Electrical Power Systems Integration Engineer for the International Space Station (ISS) Program Office at the NASA Lyndon B. Johnson Space Center in Houston, Texas, during which time she managed the planning, procedures, safety analysis, and training for “Remove & Replace” of critical ISS equipment via stage Extra Vehicular Activity (EVA) in contingency scenarios, for which she won the 2007 NASA JSC Center Director’s Commendation and the ISS Vehicle Office Distinguished Performance Award. Nicole previously worked in the ISS Training Division, where she trained astronauts, cosmonauts, and flight controllers about the electrical and thermal systems on the ISS, and was the lead Systems Instructor for Assembly Flight 13A and integration of the Russian Segment simulator. She spearheaded the mentoring program and worked extensively with cooperative education students. Prior to that, she was employed by Lockheed Martin Space Mission Systems, where her background included work in Computational Fluid Dynamics, aerothermal analysis, hypervelocity impact studies, and orbital debris analysis.

Nicole currently serves on the Board of Directors of Hard Hatted Women – Ohio (HHW-Ohio), and served on the American Institute of Aeronautics and Astronautics (AIAA) Board of Directors from 2004-2006. In addition, she has been awarded the AIAA Lawrence Sperry Award for her contributions to the Aerospace profession, and is an Associate Fellow. She is a member of the College of Engineering and Computing Women’s Advisory Council, as well as the Mechanical and Manufacturing Engineering Advisory Council at Miami University, and is an Ohio Space Grant Consortium Fellow. Nicole earned a BA in Mathematics & Statistics and a BS in Aeronautics from Miami University, and an MS in Aerospace Engineering from the University of Cincinnati.

Jane Stauton

Vice President, Relationship Manager, Private Client Group, TD Wealth
Jane Stauton
As a Private Client Relationship Manager, Jane delivers TD Wealth’s full offering of private banking, lending, investment, trust, and estate services to high net worth individuals in her market. She works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, she leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to fulfill the many needs of each client. As the primary point of contact, she develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2016, Jane held roles as a Senior Wealth Director at BNY Mellon Wealth Management and as a Vice President, Financial Advisor at Bernstein Global Wealth Management. She currently holds her FINRA Series 7 and 66 registrations.

Jane is actively involved in her community and serves on the Advisory Board of the O'Silas Gallery at Concordia College.

Kristen Stumpo

CPA, Audit Partner, Plante Moran, PLLC
Kristen is a manufacturing practice leader in Plante Moran’s Southeast Michigan region. With 30 years of experience, she specializes in advising business owners and executives on current industry trends, financial benchmarks and processes. Kristen is also on Plante Moran’s Women in Leadership Steering Committee which aims to provide resources, skills training and support that will increase women’s success at the firm. She has a B.B.A. from The University of Michigan Ross Business School, where she currently sits on the Paton Accounting Advisory Board.