Panelists
Kate Healy
KEYNOTE
Kate Healy is Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy leads TD Ameritrade Institutional's NextGen and Women's Leadership Initiatives, which support the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She is a member of the Company’s Diversity & Inclusion committee. Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “10 to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews' inaugural "Women to Watch" in 2015. Additionally, she was TD Ameritrade's 2014 Impact Award winner for Diversity and Inclusiveness. She is a trustee for the Foundation for Financial Planning and a member of the Invest in Others board. Kate also is a founding member of the CFP Board's Women's Initiative (WIN) Council, the Center for Financial Planning's Advisory Council and a founding member of the Center’s Diversity Advisory Board. Healy holds a Bachelor of Arts in Economics from Rutgers College.
Mary McLoughlin
Mary McLoughlin is the Acting Superintendent at Montgomery. Prior to holding the position of Acting Superintendent, she was the Assistant Superintendent and Director of Pupil Services here at Montgomery Township. Before Montgomery, she started her career as a teacher for the New York City Board of Education. She then served in the role of Director of Special Services for Clinton Township Board of Education and Manville High School Principal for the Manville Board of Education. She was the previous recipient of the Outstanding Women in Somerset County Field of Education Award. She lives in Somerset County with her husband and five children, managing her professional and personal life.
Marisa Narula
Marisa Narula is a Montgomery resident and local business owner of Code Ninjas Hillsborough & Bridgewater. She has a career spanning 20 years of staffing, recruiting, social media management, and account management. Marisa is on the Executive Board of Montgomery Charity Foundation, a Cub Scout volunteer, PTA/PTO/SEPTA member, community advocate, and volunteer. Recently, she was presented with a proclamation for her efforts towards Women in STEM and as a result Hillsborough has officially recognized Oct 11th as Day of the Girl.
Sanjana Mehta
Sanjana Mehta works as a Finance Analyst for Johnson & Johnson as a part of the Company's Financial Leadership & Development Program in New Brunswick, New Jersey. In her current role, Sanjana performs audit reviews for Johnson & Johnson companies across the globe. Sanjana holds a Bachelor of Science degree in Finance and Supply Chain Management from the Rutgers Business School - New Brunswick.
Swati Bhaskar
Swati Bhaskar is the Managing Partner of Asentech LLC, a marketing strategy and technology company. In her current role, she guides company strategy, nurtures accounts and new business development efforts, and oversees company operations. She enjoys mentoring young people, and is an advocate for several social justice issues. She earned her Masters in Statistics from Rutgers University, and has held strategy and analytics roles across Pharma and Strategy firms.
Cecilia Jackson
Cecilia Jackson is the Founder and Executive Director of the Youth Leadership Development Program, A NJ Nonprofit that specializes in Public Speaking, Mindfulness, Lean Six Sigma for HS Students and Leadership Development. She is also the Founder of Forté Consulting, A Salesforce Consulting Partner Company, that trains women and caretakers returning to work on Salesforce.com as a career opportunity/ skill for their gainful employment. She holds a Bachelors in Business from Stella Maris College, India; She has completed her Entrepreneurial Studies from Wharton, UPenn. She also is a Bharatanatyam (Indian Classical Dance) dance teacher in the weekends. She has 2 girls Michelle & Marie - 20-year-old attending Rutgers University and 12-year-old in 7th grade. She is an immigrant from Chennai, India, who has resided in the US for the last 20 years. Most importantly she loves what she does and does what she loves.
