Listee Features — Finance

KIPP FRANKLIN STONE

An expert in marketable securities, Kipp Franklin Stone, CFA, CFP, became involved in her profession because in the second grade, she wanted to do better than her father in investments and she was more of an expert on the subject than most people. She began her professional career as a freelance journalist with various Michigan and Ohio based newspapers from 1968 to 1971 while also serving as a public relations representative at Bayerische Motoren Werke (BMW) in Munich from 1969 to 1971. Upon returning to the United States, she worked as an accountant executive at Dean Witter Reynolds in Los Angeles from 1975 to 1977, a trust representative at First Interstate Bank from 1978 to 1979, a trust administrator at

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Slavica Esnault-Pelterie

SLAVICA ESNAULT-PELTERIE

While she was living in Paris, Slavica Esnault-Pelterie met Evan Galebright, who was the U.S. ambassador in that city. He told her that he was looking for someone for American Express Bank, and that she was the perfect candidate for private banking because of the degrees she earned. She pursued a formal education at the University of Belgrade in Serbia, receiving a Bachelor of Arts in comparative literature in 1973. She then matriculated at Yale University in New Haven, Connecticut, where she attained a Master of Arts in economics, political science and law, with honors, in 1975. Ms. Esnault-Pelterie would like to continue to work in in private banking, and she has since opened new markets in Dubai, United Arab

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LATANYA C. STEWART

Responsible for bookkeeping, accounting, tax services and teaching financial literacy, LaTanya C. Stewart became involved in her profession because she always wanted to be able to provide services for people. People go to work to do a job and forget that they are paid for the services they offer, so she wanted to provide customer service for those employees and help reward them through their paychecks for what they do. She believes employees are the backbone of many organizations, and people take for granted what they do. Ms. Stewart currently serves as the payroll manager at Ellie Mae in Pleasanton, California, also owning her own small business, 3B Financial, in Oakland, California, since 2019. Ms. Stewart began her professional career

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Shirley Henry

SHIRLEY A. HENRY

Adept in the areas of government auditing for public colleges and universities, Shirley A. Henry, CPA, CGFM, CGMA, initially planned to become a teacher, but realized that may not work out for her. She than began to think back on her high school years when she took bookkeeping classes and how much she loved them. She then changed her major to accounting with a business minor, and continued to follow the path her career would take her. Since 2013, Ms. Henry has served the Division of State Audit in Nashville, Tennessee, as assistant director. She first joined the division in 1977 as a junior legislative auditor, quickly moving up the ranks to the roles of senior legislative auditor from 1977

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ELIZABETH A. WILLIAMS

Always a community-oriented person, Elizabeth A. Williams, PhD, wanted to do things in the arenas she entered in. In her time, there was not much emphasis when it came to women in business or government. She currently serves as the chief executive officer of Ultimate Vacations Inc., a well-respected lodging wholesale service. Dr. Williams began her professional career as the manpower coordinator of federal programs for the U.S. government in San Francisco before serving as a patient service representative with the Health Care Service in Oakland, California. Consulting in insurance and real estate, she then served as president of Investments Unlimited in Oakland and EWJ & Associates Marketing Firm. Following this, she was the planning commissioner for the City of

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EULA DEWITT

Rev. Dr. Eula DeWitt, EA, PhD, DD, is proud to have served the IRS faithfully for more than three decades. The bureau allowed her to combine her passion for corporate America with her God-given gift for education, which thrilled her. She strongly believes that people are the greatest thing ever created; she always enjoys being of service to others. Dr. DeWitt started out as a field agent in 1981, the same year she graduated from the City University of New York with a Bachelor of Science in accounting and economics, and she remained in the position for the duration of her time there. Over the years, she also served as part of the organization’s Public Speakers Bureau and as an

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Lorraine Avery

LORRAINE AVERY

Working across various business lines with key executives, as well as business line leaders, Lorraine Avery recently retired from her positions as senior vice president, strategic director of bank operations, and diversity and inclusion consultant with Associated Banc-Corp in 2017, previously serving in these positions since 1976. During this time, she also served the company as senior vice president and director of contract center operations from 1998 to 2014, in which she was responsible for all aspects of customer service and contact center operations, strategic directions and interface with all business lines. In addition to this tenure, Ms. Avery was on the board of directors of the Society of Consumer Affairs Professionals (SOCAP) International, a trade organization that represents the

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Nicole D. Swain

NICOLE D. SWAIN

A 28-year veteran of the banking industry, Nicole Swain is committed to making things happen. One of the highlights of her illustrious career was reaching out to a “Shark Tank” contestant she believed didn’t have the right banker. After watching his episode, she wrote him a Facebook message offering her services. Ms. Swain ended up doing $10 million in business with him. Today, Ms. Swain is using her tenacity and perseverance in her position as the executive vice president and chief banking officer for First Choice Bank. Her role includes overseeing business development opportunities for both commercial and private banking and providing custom solutions based on her clients’ specific needs. Ms. Swain attributes her ongoing success in this capacity to

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Marjorie Lott

MARJORIE GOLDBERG PILAND LOTT

Known for thinking outside the box, Marjorie Goldberg Piland Lott has thrived as an accountant. She first became interested in the field in high school, when her mother suggested she try her hand at bookkeeping. Ms. Lott had initially wanted to be an engineer, but girls weren’t allowed in engineering school at the time so this seemed like a good compromise. Even though there weren’t many females in finance either, Ms. Lott’s family wholly supported her. She proceeded to obtain a Bachelor of Business Administration in accounting from the University of Houston in 1977 and become a CPA and certified management accountant in the state of Texas. Degrees in hand, Ms. Lott set out to make her mark on the

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JANET HOLTZMAN BEATTIE

Proud to work for a company she admired, Janet Holtzman Beattie spent almost three decades with Touche & Ross & Co. and its later mergers before retiring in 1991. She started out as a corporate secretary with Touche & Ross & Co., after which she was promoted to administrative director. Ms. Beattie became the director of communications when the accounting company became Touche Ross International, and returned to the role of administrative director when they became Deloitte & Touche. During her time there, she also served as the editor of the Touche Ross International World View. The highlight of her career, however, was mentoring two other women in the field. Ms. Beattie prepared for her endeavors by earning an Associate

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