From the October 2011 issue of Treasury & Risk magazine

Ready to Take Charge

Treasury & Risk’s 2011 picks of corporate America’s outstanding financial executives under the age of 40

This is the year the Baby Boomers start hitting retirement age, a milestone that has created concerns that corporations could lose large numbers of key executives with years of institutional experience and expertise. The profiles of this year’s 40 Under 40 executives suggest that at least in their finance departments, companies can rely on a wealth of knowledge and enthusiasm among younger executives. This list is inspirational, rather than definitive, and reflects suggestions from our subscribers and from treasury and finance professionals. The selection takes into account not only the executives’ titles, the companies where they’ve worked and their responsibilities, but the contributions they have made. As always, our hats are off to these high achievers.
 

Stephanie Ade
37
Senior director, financial reporting & technical accounting
Jabil Circuit
Ade joined the $16 billion electronic product manufacturer in 2008 from PricewaterhouseCoopers, where she was an audit senior manager. Ade has worked closely with other units at Jabil on acquisitions, financings and the implementation of new accounting standards. She has a B.S. in business administration from Rider University.

 
Matthew Audette
37
CFO & EVP
E*Trade Financial
As E*Trade’s corporate controller, Audette participated in the $2.3 billion online brokerage’s 2009 recapitalization, and soon after he was promoted to CFO in late 2010, he led its $435 million debt refinancing. Before he became controller in 2005, he was controller and CFO of E*Trade Bank. Audette, who has a B.S. in accounting from Virginia Tech, started his career at KPMG. 
 

Jeffrey Brown

38
Senior EVP, finance & corporate planning
Ally Financial
Brown oversees finance, treasury and corporate strategy for the automotive financial services company with $179 billion in assets, formerly GMAC Financial. He joined GMAC in 2009 as corporate treasurer from Bank of America, where he also was treasurer. He has a B.S. in economics from Clemson and an executive M.B.A. from Queens University.

Van Bui
37
Treasurer
Genentech
When Roche acquired Genentech, a $13 billion biotech company, in 2009, Bui led the treasury integration. She was named Genentech’s treasurer in 2010. Earlier, she served as senior portfolio manager for its $10 billion short-duration portfolio and worked as an actuary at Allstate. Bui has a B.S. in mathematics and economics from the University of Michigan.

 
Angela Canton
39
Staff VP, finance, state-sponsored business
WellPoint
Canton oversees financial and strategic planning for the $58.8 billion insurer’s state-sponsored business, which serves more than 1.7 million Medicaid participants. She has worked in finance since joining WellPoint in 1998 from KPMG Peat Marwick. Canton has a B.A. in economics and environmental studies from the University of California at Santa Barbara.

Ray Carpenter
36
Executive director, corporate financial planning
AT&T
Carpenter develops capital financial plans for the $124 billion telecom. Earlier, he was executive director of corporate planning for AT&T and its Mobility unit and a director in investor relations. He began his career with AT&T predecessor SBC. Carpenter has a B.A. in political science from Sonoma State and an M.B.A. from Texas Christian University.


Ana Chadwick
39
CFO
GE Energy Financial Services
Chadwick was named CFO of the General Electric unit, with $20 billion in assets worldwide, in 2010. Earlier, she was chief operations officer for GE Capital’s Latin American banking joint ventures. Chadwick has a B.A. in economics from American University and is a graduate of GE’s financial management program.


Jacob Dau
37
CFO
Honeywell Resins and Chemicals
As CFO for the resins and chemicals unit since 2009, Dau helped the $1.3 billion global business achieve record income in 2010 and played a role in the acquisition of a production facility from Sunoco this year. He joined Honeywell in 2003 from General Electric. Dau has two B.S. degrees, in finance and accounting, from Miami University.


Timothy Dooley
38
CFO & SVP, finance
Republic Airways Holdings
As finance chief for the $2.6 billion airline since April, Dooley is part of an executive team working to restructure operations and restore profitability. He has worked at Republic since 1998, when he joined a subsidiary, Chautauqua Airlines, as manager of financial planning and analysis. Dooley started his career at Ernst & Young and has a B.S. in accounting and marketing from Indiana University.


Stacie Frank
36
VP, investor relations
Exelon Corp.
When the $18.6 billion utility announced its $8 billion merger with Constellation Energy this year, Frank was responsible for all aspects of informing investors about the deal. She also led a finance-wide effort to streamline quarterly earnings preparation. Frank has a B.S. in business administration from Villanova and an M.B.A. from the University of Chicago’s Booth School of Business.

Yanela Frias
39
VP, finance, individual life insurance
Prudential Financial
Before assuming her current post in September, Frias served as assistant treasurer for the $31.7 billion insurer, with responsibility for borrowing, liquidity, capital markets execution and capital planning. She joined Prudential in 1997 after working at Booz Allen Hamilton. Frias has a B.S. in accounting and an M.B.A. in finance from Rutgers.


Claus Friis
37
CFO
CIT Vendor Finance
As CFO of the finance company’s vendor finance unit since January, Friis has grown the business and diversified its funding model. He joined CIT from General Electric, where he had been CFO for GE Capital Vendor & Dealer Finance, and earlier for GE Capital Transportation & Construction Finance. He has a B.S. in finance and international business from NYU’s Stern School of Business.

 
Robert Gagnon
37 
VP, finance, CAO & controller
Biogen Idec
Gagnon was named chief accounting officer of the $5 billion biotechnology company in 2010 and has been its vice president of finance and controller since 2008. Prior to joining Biogen Idec in 2005, he worked at Pricewaterhouse-Coopers and Deloitte & Touche. Gagnon has a B.S. in accountancy from Bentley College and an M.B.A. from MIT Sloan School of Management.

 
Cristina Gallo-Aquino
37
Controller & VP
Ryder System
Gallo-Aquino has worked on the acquisitions and integrations of 10 companies with more than $500 million in revenues for the $5.1 billion transportation and logistics company. She was appointed controller in 2010 after serving as assistant controller. Before joining Ryder, she worked at LNR Property and at KPMG. She has a B.S. in accounting and an M.B.A. from Florida International University.


Kevin Hadlock
38
CFO & EVP
Questar Corp.
Hadlock signed on as finance chief at the $1.2 billion energy company this year after working in finance at Constellation Energy, where his positions included CFO of its Baltimore Gas & Electric unit. Earlier, he worked in General Motors’ treasurer’s office. Hadlock, who started his career at Morgan Stanley, has a B.S. from Brigham Young University and an M.B.A. from Northwestern.


Kelley Hicks
32
Director, financial planning & analysis
Pepsi Americas Beverages
At PepsiCo’s $22 billion Pepsi Americas Beverages business, Hicks worked on the $8 billion integration of PepsiCo’s bottling partners. She also designed and implemented SAP software to manage marketing spending. Before joining Pepsi, she worked at Goldman Sachs. Hicks has a B.A. in Spanish from Duke and an M.B.A. from Wharton School.

 
Jessica Hiebler
36
Director, financial reporting & planning & VP
T. Rowe Price
Hiebler is responsible for accounting policy and financial reporting and planning for the $2.4 billion asset management firm. Prior to joining T. Rowe Price in 2005, she was a vice president at Constellation Energy Commodities Group and worked at Pricewaterhouse-Coopers. She has a B.B.A. with a concentration in accounting from Loyola University Maryland.


Mike Hobey
38
VP, finance, rolled products North America
Aleris International
Before he was promoted in September, Hobey served as treasurer of the $4.1 billion producer of aluminum products since 2009 and played a key role in its 2010 emergence from Chapter 11. Earlier, Hobey was an investment banker at Citigroup and an engineer at Boeing. He has a B.S. in mechanical engineering from Brown and an M.B.A. from MIT Sloan.


Chad Jackson
35
Director, risk management
FedEx Corp.
Jackson leads a team that designs and manages the $39 billion transportation and business services company’s property/casualty program. His group managed to significantly lower the cost of FedEx’s aviation insurance while adding $1.5 billion of aircraft value. Before joining FedEx, Jackson worked at Marsh. He has a B.S. in education from Baylor and an M.B.A. from Indiana University.


Theodore Kim
36
Head of financial strategy & capital markets
Aetna
Kim led the first healthcare securitization, the $150 million Vitality Re transaction, for the $34.2 billion insurer this year. He was named to his current position in July after serving as assistant treasurer. Before joining Aetna in 2006, Kim worked at Cigna, Arthur D. Little and Arthur Andersen. He has a B.B.A. from Emory and an M.B.A. from MIT Sloan.

Kevin Krenzke
39
VP, finance
McKesson Corp.
When McKesson purchased cancer-care provider US Oncology in 2010, Krenzke was involved in the transaction, and he now leads the integration effort. He had been US Oncology’s chief accounting officer and controller and earlier worked in the mergers and acquisitions practice at Deloitte. He has a B.B.A. and a master’s in professional accounting from the University of Texas at Austin.


Michael Macek
39
Treasurer & VP, financial planning & analysis
Hill-Rom Holdings
Macek led efforts that improved accounts receivable and operating cash flows for the $1.5 billion provider of hospital beds and other equipment. He also worked on Hill-Rom’s 2008 spin-off from Hillenbrand. Earlier, Macek worked at Guidant and Ernst & Young. He has both a B.S. in business, accounting and finance and an M.B.A. from Indiana University.


John McCallion
37
Head, investor relations & VP
MetLife
McCallion coordinates the way the $52.7 billion insurer presents financials and other information to investors. Earlier, as CFO of the investments department, he handled financial analysis and reporting for its $450 billion portfolio. Before joining MetLife, McCallion worked at Pricewaterhouse-Coopers. He has a B.S. in accounting from Syracuse and an M.B.A. from the Wharton School.


Max Myers
37
Treasurer
OGE Energy Corp. As treasurer for the $3.7 billion utility and natural gas transmission company since 2009, Myers oversees treasury, financial planning and analysis, insurance and corporate development. Earlier, he was OGE’s manager of corporate strategic planning and development and worked at Westar Energy. He has a B.S. in business and geology and an M.B.A. from the University of Kansas.


Kevan Parekh
39
VP, finance, professional division
Thomson Reuters
Parekh is part of the team working to reshape the $5.5 billion professional division of the $13 billion financial information company. Earlier, he worked in the treasurer’s office at General Motors. He has a B.S. in electrical engineering from the University of Michigan, an M.S. in manufacturing engineering from Wayne State University and an M.B.A. from University of Chicago.

 
Michael Pearl
39
Corporate controller
Anadarko Petroleum
Pearl has structured and advised on more than $20 billion of transactions for the $30 billion oil and natural gas exploration and production company and served as CFO of Western Gas Partners during Anadarko’s IPO of the master limited partnership. Before joining Anadarko, he worked at Ernst & Young. Pearl has both a B.B.A. and an M.S. in accounting from Texas A&M. 


Natalie Poteran
39
VP, corporate business planning & analysis
Newell Rubbermaid
Poteran directs the company’s planning and forecasting. Earlier, as the executive in charge of accounting and reporting for the beauty & style unit, she worked to improve its margins, streamline product development and reduce inventories. Before joining Newell Rubbermaid in 2002, she worked in finance at W.R. Grace, Otis Elevator, Cigna and Deloitte & Touche. Poteran has a B.S. in accounting from Quinnipiac University.


John Quaid
39
Treasurer & VP
U.S. Steel
Quaid was named treasurer of the $17.4 billion steel manufacturer in August after serving as controller for its North American flat-rolled operations since 2010. Since joining U.S. Steel in 2002, he also served as director of finance for its unit in Serbia and led an ERP project. Quaid, who has a B.S. in accounting from Lehigh University, started his career at PricewaterhouseCoopers.


Juan Rajlin
36
Assistant treasurer
General Motors Corp.
Rajlin leads an effort to transform GM’s treasury by upgrading systems and reorganizing the treasury group at the $135.6 billion car company. Over the last year, he did $1.5 billion in capital market transactions. Rajlin has an undergraduate degree in economics from the Universidad Torcuato Di Tella in Argentina and an M.B.A. from Columbia Business School.


Jennifer Robinson
35
CAO, controller & VP
Michaels Stores
Robinson has worked on debt amendments and refinancing transactions, including an $800 million public debt offering, for the $4 billion arts and crafts retailer. Before rising to her current position in June, she served as director of financing reporting since 2008. Earlier, Robinson worked at Deloitte & Touche. She has a B.S. in accounting from Oklahoma State University.

Katie Rooney
33
COO, global finance & shared services
Aon Corp.
Rooney is charged with overseeing the shared-services strategy and leading global initiatives to improve profitability and shareholder value creation for the $8.5 billion insurance brokerage. Before joining Aon in 2009, she was an investment banker at Morgan Stanley. Rooney has a B.B.A. in finance and accounting from the University of Michigan.


Ryan Schroeter
34
Assistant treasurer
JetBlue Airways
Schroeter has been instrumental in raising more than $1 billion from the capital markets, asset financing and asset dispositions for the $3.8 billion airline. He also improved JetBlue’s investment strategy and working capital efficiency. Earlier, Schroeter worked at Johnson & Johnson and Deloitte & Touche. Schroeter has a B.S. in accounting from Rutgers. 


Daniel Schwartz
31
CFO & EVP
Burger King
Schwartz joined the $2.4 billion fast-food chain in 2010 when it was acquired by 3G Capital, an investment firm where he was a partner. Now he’s part of the team seeking to improve Burger King’s profitability and expand it globally. Earlier, he worked at Altair Capital Management and Credit Suisse First Boston. He has a B.S. in applied economics and management from Cornell.


Mark Seaton
34
SVP, finance
First American Financial
Seaton is responsible for financial planning, treasury, strategic planning and investment management for the $3.9 billion provider of title insurance. Before joining First American in 2006, he worked at BancBoston Capital and Robertson Stephens. He has a B.A. in economics from Stanford and an M.B.A. from Dartmouth’s Tuck School of Business.


Sam Smith
36
Treasurer, FCE Bank
Ford Motor Co.
Smith oversees funding activities for the $21.7 billion balance sheet of Ford Credit’s pan-European bank, including its recent return to the public term securitization market in Europe. Earlier, he worked in Ford’s pension asset management group. Smith has a B.S. in economics and philosophy from Saint Mary’s College and an M.B.A. from the University of California at Berkeley.


Sarah Stashak
37
Director, investor relations
AGL Resources
Stashak led the $2.4 billion natural gas utility’s outreach to the investment community when it announced its merger with Nicor in 2010. She has also revamped AGL’s strategy for communicating with investors. Earlier, she was director of investor and public relations at the IntercontinentalExchange. Stashak has a B.A. in political science and history from Duke.


Kevin Sullivan
39
VP, finance, established products
Pfizer
Sullivan provides financial leadership, analytical support and business consultation to the $9 billion business unit of the pharmaceutical giant. Earlier, he was senior director of finance for Pfizer’s worldwide biopharmaceutical businesses. Sullivan has a B.S. in business administration from St. John’s  and an M.S. in accounting from the State University of New York at Albany.


Scott Thacker
38
Executive director, finance
Dell
Thacker oversees a $5 billion leasing and revolving credit portfolio at Dell Financial Services (DFS). He has played a key role in expanding DFS and recently led two acquisitions that gave it a captive finance presence in Canada and Europe. Before joining Dell in 2002, Thacker worked in finance at Sprint, Verizon and Arthur Andersen. He has a B.B.A. and M.B.A. from Baylor.


Scott Walker
38
Assistant treasurer & VP
Tech Data Corp.
Walker is leading a project to centralize the treasury operations in Europe and streamline banking relationships and structures for the $24.4 billion technology products distributor. Earlier, he spent seven years at Jabil Circuit, where his final position was controller of its start-up Clean Tech unit. Walker has a B.S. in accounting from the University of Vermont.

 

Check here for online Q&As with executives on this year’s list, as well as 40 Under 40 lists from previous years.

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