Two leaders of the Envestnet Institute on Campus Women in Wealth Management team were recently honored for their efforts as women within the industry. Cheryl Nash, President of Investment Services at Fiserv and Noreen Beaman, Chief Executive Officer at Brinker Capital were recognized by InvestmentNews on March 13 for their placement on the Women to Watch 2017 list.
Nash is leading the Initiative to help young women discover, engage, and learn about the wealth management industry through the delivery of high quality content, activities, and experiential events. This focus includes a private LinkedIn group for alumna of the Envestnet Institute On Campus and a mentoring program for participants. Nash also wrote a whitepaper mapping the path for women pursuing a career in wealth management.
Beaman serves on the Advisory Board of the Initiative along with eight other women leaders, spending time mentoring and supporting program goals.
The two attended and were honored at the 3rd Annual Women to Watch Awards Luncheon in New York City along with Peggy Ruhlin, winner of the Alexandra Armstrong Award and Rianka Dorsainvil, the inaugural Rising Star Award winner. For the past two years, this event generated sellout crowds of more than 300 of the who’s who in the financial services industry to celebrate the award winners.
In her current position, Nash is the driving force behind the wealth management strategy of Investment Services at Fiserv, which encompasses three core product solutions: Unified Wealth Platform, Wealth Management Network and Turnkey Wealth and Advisory Partnerships. Prior to her current role, she held the position of Senior Vice President, Strategic Marketing and Business Development for Investment Services and led the team in strategic design, client relations and product marketing.
Beaman is responsible for developing and executing Brinker Capital’s detailed operating plan and for the oversight of the company’s short and long-term strategies. Previously, she served as the firm’s Chief Operating Officer responsible for policy and oversight of operations, administration, performance, reconciliation, technology and human resources.
“As a woman in the industry, I’ve been able to make a difference, but it hasn’t always been easy.”
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