Carol Fishman Cohen and Vivian Steir Rabin
Carol Fishman Cohen and Vivian Steir Rabin are the co-authors of the acclaimed career reentry strategy book Back on the Career Track: A Guide for Stay-at- Home Moms Who Want to Return to Work, and co-founders of career reentry programming company
iRelaunch has helped thousands of women and men on career break return to the workforce through its programs, events, and content for employers, universities, organizations, and individuals. iRelaunch’s signature product is the iRelaunch Return-to-Work Conference, held four times a year in major cities. With a focus on educating “relaunchers” about effective return-to-work
strategies, the Conference is the only large scale gathering of experienced professionals on career break looking to return to work and the employers interested in meeting them. Carol and Vivian are frequent speakers on the career reentry topic and are regularly featured in the national press.
Carol and Vivian are both Harvard Business School graduates and relaunchers themselves; between them, they have nine kids, and 43 years of diverse business experience. They each returned to work after multi-year career breaks before writing Back on the
Career Track and starting iRelaunch. They understand each phase of the “relaunch process” first hand. Carol’s return to an investment firm after 11 years out of the full-time workforce is documented in a Harvard Business School case study about professional career reentry. Visit them at www.iRelaunch.com and follow them on Twitter @iRelaunch.
Managing Director, Head of GWIM Banking, Merrill Lynch Wealth Management
Laurie Krupa is head of Global Wealth & Investment Management (GWIM) Banking with responsibility for the development and ongoing portfolio management of all global wealth management banking products and the corresponding delivery channels. GWIM Banking delivers credit, liquidity, and cash management solutions to clients in every segment of Merrill Lynch Global Wealth Management and U.S. Trust.
Laurie formerly served as head of Wealth Management Banking within the GWIM Banking and Direct Investment division of Bank of America’s Global Wealth and Investment Management business. She was responsible for leading the national team of field-based Wealth Management Bankers who support the Financial Advisors and their high net worth clients with appropriate debt and liquidity solutions and advice.She also served as the Northeast Division Executive for Premier Banking & Investments, leading a team of Financial Advisors and Client Managers who delivered personal financial advice through full-service banking, brokerage and investment solutions to affluent clients throughout the Northeast.
Prior to that, Laurie served as Client Service executive in the Client Delivery & Service organization for Global Product Solutions. She was responsible for managing the end-to-end servicing needs of business banking, commercial, and large corporate clients.She also was a member of the Bank of America Global Diversity and Inclusion Council from 2006 to 2011.Laurie also served as the national head of the Commercial Banking Treasury Management business from 2004 to 2007.
Laurie joined Bank of America in 2004 through the acquisition of FleetBoston Financial, where she served as a regional sales executive for treasury management in Metro New York, New Jersey, and Pennsylvania, as well as market president for Central New Jersey.Laurie originally joined Fleet in 1996 in a strategic marketing role within the Commercial Services division, and served as director of marketing for Fleet’s Global Services division where she managed the division’s marketing, communication, branding, advertising, and training efforts. Prior to joining Fleet, Laurie served in a variety of sales and sales management roles at JP Morgan/Chase and its legacy institutions.
Laurie is a graduate of St. Bonaventure University. She and her daughter reside in Oradell NJ.
Panel: Successful Relaunchers Tell Their Stories
Moderator: Michelle Friedman
Founder - Advancing Women's Careers, LLC
Michelle Friedman, CPCC is a professional development coach, organizational consultant, facilitator, and speaker serving ambitious women returning to the work force and the companies that employ them. She is the Founder of Advancing Women's Careers, LLC, a coaching and consulting firm based outside of NYC.
Michelle's passion is empowering women to shine in their professional lives while leading a balanced life outside of the office. She also guides professional women back into the workforce after pauses in their career path. Additionally, Michelle consults to progressive employers committed to attracting, retaining, and advancing their female talent. Her clients are located throughout the U.S., Canada, and Asia.
Michelle has experience in both corporate and not-for-profit settings. She has worked with clients within Goldman Sachs, JP Morgan Private Wealth Management, JP Morgan Asset Management, Katten Muchin Rosenman LLP, Liberty Mutual, GE Commercial Finance, Citigroup, various private equity firms and hedge funds, the National Center for the Arts (Canada) and the Department of Justice (Canada), The Junior League, as well as self-employed business owners and entrepreneurs. In addition to individual coaching, Michelle designs and teaches workshops and facilitates ongoing coaching groups for professional women, including iRelaunch’s NYC in-person Coaching Circles.
Michelle is certified by the Coaches Training Institute, the largest in-person coach-training institute in the world, and is a Certified Practitioner of the Meyers-Briggs Type Indicator®, and Strong Interest Inventory®. She is a member of the International Coach Federation, and holds their Associate Certified Coach designation. Michelle graduated from Washington University in St. Louis with a B.S. in Business Administration and concentration in Psychology. She is currently part of a select cohort of 18 change management professionals from around the globe who are engaging in a year-long, intensive Executive Masters Program in Change Leadership at Columbia University in New York City.
Michelle lives in Westchester County, NY with her husband, three school-aged boys, and dog Lola.
Audit Senior Manager, Assurance Services - Ernst & Young LLP
Patty began her career with Ernst & Young in 2000 in the retail, distribution, and manufacturing group within the audit practice. Her clients spanned a broad range of manufacturers, wholesalers, and retailers, and included multi-location coordination and global transition. She has extensive experience with publicly traded and privately owned multinational companies, including McDonald’s Corporation and The Clorox Company.
In 2006, after having her first child, Patty successfully transitioned to a reduced-hours schedule. In late 2008, when her family relocated to New York City and the economy weakened, Patty left Ernst & Young. After having a second child and spending three and a half years as a stay-at-home mom, Patty returned to Ernst & Young’s audit practice in January 2012, where she serves real estate and hospitality clients as an audit senior manager.
Patty earned a bachelor's degree in business administration from the Haas School of Business at the University of California Berkeley in 1999, and master's degree in accounting at the University of Notre Dame in 2001.
Linda Graef Jones
Sales Team Leader - Professional Risk Management Solutions
Linda developed her professional career at JP Morgan. She worked as a VP in Corporate Finance and later in the Municipal Bond Department. In the Corporate Bank, she was responsible for Morgan’s overall relationships with a top tier base of the corporate clients in Northern California and Hawaii. In the Municipal Bond Sales Department, Linda created new and profitable distribution channels for short term tax exempt securities using the firm’s corporate client base as well as mutual fund managers.
Linda left JP Morgan to raise her family. During that time she assumed a wide variety of roles in not-for-profit organizations. She served in multiple roles for Save The Children, as President of the Bronxville Middle School Council, President of the Gladney Center NY Area Auxiliary, and many other leadership and fund-raising positions for a wide variety of community organizations.
Twenty-three years after leaving JP Morgan, Linda found the perfect opportunity to rejoin the workforce. She accepted a position with Personal Risk Management Solutions, a successful boutique insurance brokerage firm headquartered in NYC. She manages her own book of property and casualty insurance for affluent individuals and has also assumed the role of the firm’s Sales Team Leader. In that role, she is responsible for building and managing a high performance sales team. This includes recruiting, training, and assisting each broker in building their book of business.
Linda is a graduate of Duke University, and received her MBA in Finance from Wharton. She is also a photographer, an avid skier, and ice hockey player.
Mary Sue Lundy
Targeted Sales Rep - Bloomberg
Mary Sue Lundy has been with Bloomberg since April 2010. Mary Sue initially joined the Bloomberg Analytics Desk and is now a Targeted Sales Rep covering mortgage clients in Manhattan. She is responsible for roughly 500 clients, ensuring that they are fully utilizing Bloomberg’s structured finance functionality as well as prospecting for new clients in the structured finance market. Prior to joining Bloomberg, Mary Sue worked for FitchTraining as a Structured Finance Trainer teaching two-day workshops focused on the credit risk of mortgage, credit card, and auto securitizations. From 1991 until 1998, Mary Sue worked for FitchRatings on the Structured Finance Ratings Team where she supervised a team of analysts and developed criteria for the RMBS and ABS markets. Mary Sue took two career breaks over her career. One for five years, and more recently for three years to spend more time with her family.
Mary Sue graduated with a BA from Wells College and a MBA from Columbia Business School. She lives in New York City with her two teenagers.
Financial Advisor - Merrill Lynch Wealth Management
When it comes to money, Lynne Marino is passionate about educating women, their families and their employees. Simplicity and ease of doing business is essential to a strong client relationship. Lynne strives to make complex financial language understandable so her clients are empowered to make smart decisions about their money. Her approach helps to create deep and valued relationships with her clients. She works with affluent baby boom women who are senior-level executives and business owners.
Lynne is deeply rooted in the Fairfield County, Connecticut community. She is a board member with the Entrepreneurial Women's Network (EWN) and on the membership committee of the Executive Women's Golf Association (EWGA). Other volunteer activities include singing and dancing with a women's choir called the ‘Treblemakers' who perform for area nursing homes. She is an active member of the Simmons College Alumnae Association and a former Junior League Sustainer Director. Lynne is also a coordinator for FISH (Feel I Should Help) which provide rides for the elderly. Lynne and her husband live in Wilton, CT with their two sons.
Prior to joining Merrill Lynch, Lynne worked for several years in sales, marketing, and management positions with IBM and AT&T. Lynne took a four-year career break to spend more time with her family - 2 boys in high school and middle school. She also took time to revisit the things she loved from the past: singing and dancing with a women's choir, improving her golf game, and upping her community volunteerism.
Lynne works with her clients to provide financial and investment strategies; cash management; transitional services; the construction, management and reporting of customized investment portfolios; wealth preservation and transfer options; estate planning and concentrated stock strategies.
Lynne holds a Bachelor of Arts degree in management and finance from Simmons College in Boston, MA. She also has her Master of Science degree in information systems from Pace University in White Plains, NY.
Panel: Employers Discuss How Relaunchers Should Approach Today's Job Market
Moderator, Vivian Steir Rabin
Co-Founder - iRelaunch
Along with Carol Fishman Cohen, Vivian Steir Rabin co-authored the acclaimed career reentry strategy book Back on the Career Track: A Guide for Stay-at-Home Moms Who Want to Return to Work, and co-founded career reentry programming company, iRelaunch. Carol and Vivian have presented their career reentry strategies to nearly 9,000 people at over 140 events since 2006.
A graduate of Harvard Business School and a relauncher, Vivian understands every phase of the relaunch process first hand. Vivian has over 21 years of diverse business experience, including leadership roles in finance and human resources, in the media, financial services, consulting and executive search industries. She is a mother of five children, and returned to work after multi-year career breaks before writing Back on the Career Track and founding iRelaunch. Carol and Vivian are regularly quoted in the national press including TIME, Wall Street Journal, New York Times, Boston Globe, Christian Science Monitor, Fast Company, Magazine, Entrepreneur Magazine, Family Circle Magazine, NPR, and MSNBC.
New York Metro Region Assurance Leader - PricewaterhouseCoopers
Paula Loop is the New York Metro Region Assurance Leader and a client service partner in PricewaterhouseCoopers' Retail and Consumer sector practice. An outgoing and accomplished leader, clients and colleagues have come to rely on Paula's passion for client service and her ability to develop and lead innovative, high energy, proactive teams to deliver tangible results. She has also been an innovative and passionate champion for all elements of the firm's people strategy.
With over 20 years of experience at PwC, Paula worked in San Francisco and Los Angeles before settling in the New York area.In 2007 Paula became the Managing Partner of the Stamford office, in 2009 she was named the New York Metro Retail and Consumer Leader, and mostly recently she was the firm's U.S. and Global Talent Leader leading PwC's global strategy in recruiting, onboarding and talent management.Her commitment to maintaining the firm's world class position is underlined by her active contributions in the market and her commitment to building relationships in the community.
Paula is a graduate of the University of California at Berkeley with a B.S. in Business Administration.She lives in New Canaan, CT, with her husband and three children.
President and Founder, TeenLife Media, LLC
Marie is a marketing professional who launched TeenLife Media after 20+ years of working in the financial services and publishing industries. She is responsible for leading and growing this multi-media company which is passionate about connecting teens to meaningful programs, services and resources - locally, nationally, and internationally. TeenLife’s award-winning website, guides, and events are highly regarded by middle and high school educators and families with college-bound teens. Launched in Boston in 2007, TeenLife is in the process of implementing an aggressive expansion to 10 other major markets nationwide. Marie has a history of employing Relaunchers and welcomes inquiries from Relaunchers who are interested in helping TeenLife to grow in these new communities.
Prior to moving to Boston in 2003 with her husband and two sons, Marie lived in the New York area and worked for American Express, Scudder Stevens & Clark, and Nelson Publications. She has a BSE from Princeton and an MBA from Harvard Business School.
Senior Manager, Diversity Recruiting - Capital One Financial Corporation
Tracey Shoemaker is a Diversity Recruiting Manager for Capital One Financial Corporation, a diversified bank with over 50 million customer accounts worldwide and 1,000 branch locations in New York, New Jersey, Texas, Louisiana, Maryland, Virginia, and the District of Columbia. Capital One's subsidiaries offer a broad spectrum of financial products and services to consumers, small businesses, and commercial clients through a variety of channels.
Tracey joined Capital One in 2000. She is the Senior Diversity Recruiting Manager in charge of Capital One’s Diversity Recruiting Efforts. Her responsibilities include establishing professional partnerships with key organizations and bringing career opportunities to candidates across the country. Previous roles within Capital One include Director in Fraud Project/Process and Client Management.
Before joining Capital One, Tracey was a Vice President who was a Senior Manager with First Union/Signet Bank in their Customer Contact Center, managing a 400-person call center operation. She has over twenty years of experience working in the financial services industry.
Tracey graduated from Virginia Polytechnic Institute and State University with a B.A. in Marketing Management.
Senior Director of Talent, Learning and Organizational Development - New York University
Kathy's responsiblities at NYU include managing recruitment, professional and leadership development, talent management, performance management, and organizational development initiatives.
Prior to joining NYU, Kathy directed the Learning and Development, Succession Planning and Leadership Development functions at Schindler Elevator Corporation and JM Huber Corporation, and held various leadership roles in Client Relations, Product Development, and Marketing at Automatic Data Processing (ADP).Over the course of her 30+ year career, Kathy has helped organizations achieve results by applying her expertise in strategic planning, operations management, leadership development, and organizational learning.
Kathy has a PhD in Social Psychology from Rutgers University and an MBA from Fairleigh Dickinson University. She is deeply interested in helping people enhance their life satisfaction through meaningful, productive, and sustainable work.