Carolinas Campaign Committee

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Steering Committee

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Jennifer Winstel, Co-Chair
Paula Broadwell, Co-Chair
Dr. Dawn Chanland
Deborah Halliday
Susan McDonough
Anne McGeorge
Nancy McNelis
Maggie Norris

Private Client Advisor, U.S. Trust, Bank of America Private Wealth Management

Jennifer Winstel has a 28 year career in the financial services industry.   She was Managing Director, and Head of US Equity Institutional Sales at RBC Capital Markets in NYC where she served on numerous operating committees steering the organization to success as a top tier investment bank. She was the executive sponsor for R-women at RBC, advancing career growth of women in capital markets.  Jennifer is now a Senior Vice President, with U.S. Trust, serving high net worth families with the management of their wealth.  
Jennifer is a graduate of Bowling Green State University with a B.S. in Business Administration and was recognized from the College of Business, with the accomplished alumni award in 2013.   She serves on the Foundation Board for the University and the Investment Committee.  She also participated in the Securities Industry Institute executive program at Wharton. Jennifer was also recognized as a distinguished Business Leader through the Financial Women’s Association of New York City for her support of women business leaders in 2011.  

She currently serves as Chairperson for 2020 Women on Boards for North Carolina the past 4 years, and is committed to corporate board diversity.  She has a resolution pending in the state house promoting gender diversity on corporate boards in the state of North Carolina. She currently Co-Chairs the Circle of Red Campaign for the American Heart Association, and serves on the executive steering committee for Charlotte Women’s Leadership Forum.   She recently served on the board of directors for Autism Charlotte, and is a member of Women’s Impact Fund.  She was a contributor to Michael Lewis’s recent book, Flash Boys. Jennifer was named one of Charlotte’s Women in Business Achievement winners in 2018.

Paula is the CEO of Think Broader Communications LLC and Director of Think Broader 501c3 Foundation.

Paula has worked and traveled in over 60 countries across the globe as a soldier, combat journalist, and academic scholar. Her work has taken her to war zones, refugee camps, third world prisons, Bedouin communes, terrorist havens, as well as Ivy League classrooms and corporate boardrooms.

Prior to starting her consulting practice, Paula was the Deputy Director of the Tufts University Center for Counter-Terrorism and served as a research associate at the Harvard Center for Public Leadership. She taught international relations at the U.S. Military Academy at West Point. She was selected as a Young Leader by the American Council on Germany and French America Foundation, a term member at the Council on Foreign Relations, a Harvard delegate to the Academy of Achievement, and a national finalist for the White House Fellowship. 

Previously, Paula served over 20 years in the Army on active and reserve duty as a military intelligence officer. She rose to the rank of Lieutenant Colonel as a military intelligence officer and has deployed to five continents.

Paula has served in leadership positions and on the boards of Women in International Security, Institute for Defense and Business, the All Veteran Group, Women's Impact Fund, and is an advisor to other organizations dedicated to defense, veterans, and women's empowerment.  She is on the executive board of Women Executives. She is also the co-founder of the Active Charlotte Alliance, the co-chair of the American Heart Association’s GO RED FOR WOMEN Circle of Red Campaign, a member of the executive steering committees for Charlotte Women’s Leadership Forum and co-Chair of Carolinas 2020 Women on Boards.

Paula has published and spoken to diverse audiences around the globe. She has spoken to over 60 corporate leadership and academic groups; published articles, blogs, book chapters and a New York Times best-selling leadership book; and been a guest on CNN, Fox News, Fox and Friends, Imus, Hannity Show, Charlie Rose, ABC, BBC, NPR and other news outlets on security and gender-related issues. She is a finalist in the Social Venture Partners SEED20 On Stage event for 2018.

Paula is a graduate of the United States Military Academy, University of Denver, and Harvard University, and has studied at Kings College London and the University of Jordan. She is a graduate of the Army’s Command and General Staff College. She is currently enrolled at Oxford University’s Said Business School studying global business. 
 

Dr. Dawn E. Chanland has 25 years of experience in academia, executive recruiting and in the financial services industries. In addition to her role as a professor, she consults to a variety of for- and non-profit organizations on talent management and other management-related initiatives.

Dawn currently teaches undergraduate, graduate and executive courses in the McColl School of Business and has won numerous teaching and research awards during her academic career. Previously, she was an Assistant Professor with the Orfalea College of Business at California Polytechnic State University, San Luis Obispo.

Dawn is very accustomed to working with the national media. She has appeared on CNN’s HLN multiple times and written or been interviewed for articles featured in The Wall Street Journal, The New York Times, Forbes.com and the Los Angeles Times.  

Dawn earned her Doctorate in Business Administration (DBA) from Boston University, and holds both a Master in Business Administration (MBA) and a Bachelor of Science in Business Administration.
 

Throughout her career Deborah has worked in many different industries and capacities.  Most recently she consulted in marketing for the art and real estate industries.  Prior to that she headed her own firm where she developed, implemented and taught courseware for companies transitioning to different technological platforms. 

Deborah was previously president of American Equine Products, a corporation which sold veterinary and non veterinary products.  At Merck & Co. Inc. she held positions in marketing management and varied financial positions.

Deborah graduated with honors from the School of Foreign Service, Georgetown University with a degree in international economics and holds an MBA in International Business from New York University. 

She has served the community in many ways but remains particularly focused on Women and Children.  A few of the organizations for which she has served as member, board member or fundraiser are the Summit Childcare Centers, Hospitality House, Women’s Impact Fund, Founders Circle, and Financial Women’s Association.
 

McDonough has been at the forefront of the growth and transformation of the financial services industry during the last 25 years.
In key senior management roles at Bank of America and Wachovia/Wells Fargo she developed deep insights into the needs, challenges and behaviors of both middle market and commercial companies and the retail and small business customer. Her areas of expertise include strategy and execution, leading large scale operations, driving customer acquisition and retention, customer experience and delight, credit and lending, operational risk, human centered design, coaching and mentoring.

Recently Susan was Executive Vice President and Head of Retail and Small Business Banking and Ecommerce for a start up financial institution.
Susan  has volunteered as  board member, committee member,  strategic advisor, fundraiser  and in many other capacities with key organizations transforming Charlotte. Some of her recent work has been with Trees Charlotte, Crisis Assistance Ministry, Queen City Forward, Social Venture Partners (Seed 20 Coach), Women's Impact Fund, Dress for Success, Youth Meditation, SCORE- US Small Business Administration

Susan graduated with honors from Meredith College. She is Six Sigma Green Belt certified, a Master Gardener with completed course work toward  Certified Landscape Designer designation. She also serves as the ombudsman for The Charlotte Podcast.

Anne was recently the managing partner of Grant Thornton’s Global and US Health Care/Life Sciences Practices (retired July 2017).

Anne created the health care/life sciences practice for the professional services firm and grew it to a $250 million global business in 10 years. She has also personally advised health care clients for 35 years in all aspects of finance and transformational change, including strategy, M&A, joint ventures, financial statement audits, corporate restructuring, governance, talent acquisition, executive compensation, IRS matters, and risk management.

Anne was formerly a partner with leadership responsibilities at both Deloitte and Arthur Andersen LLP.

Anne serves on the board of Be The Match, a non-profit that maintains the national database for bone marrow and stem cell transplants. She serves on both the Audit/Finance and New Technologies committees of the $500M non-profit. The New Technologies committee identifies innovative start-up companies consistent with the mission of saving lives through cellular therapies and has made several investments. Anne is involved in the sourcing and due diligence of such acquisitions.

Anne is also an operating partner for Havencrest Healthcare Partners, a Dallas-based, growth equity buyout fund specializing in the healthcare industry. Founded by long-time healthcare investor Christopher W. Kersey, M.D., M.B.A., Havencrest comprises a blue-chip team of investment partners, operating partners and senior advisors including some of the nation’s leading entrepreneurs, corporate executives and public policy experts.

Anne also serves on the board of Dioko Health Ventures, a Nashville-based health care venture capital firm targeting early stage investment opportunities with a focus on healthcare and technology.

Anne is on the faculty of the University of North Carolina’s Gillings School of Global Public Health, currently teaching “Financial Leadership” to doctoral students, and a past instructor for Duke University’s various post-graduate Certificate Programs. She is a member of the Women Business Leaders in Healthcare.

Anne received a BBA in Accounting from the College of William and Mary and an MS in Accounting/Taxation from the University of Virginia. She has participated in numerous leadership development courses from Harvard Business School.
 

Nancy McNelis is the Associate Vice President for Advancement and Managing Director of External Relations for Queens University of Charlotte.  She is responsible for cultivating relationships with local businesses to advance Queens University as a premier intellectual and cultural education resource for Charlotte.  Nancy has prior experience working for Manpower and Transamerica in various leadership roles including Managing Director and Vice President of Finance.  She started her career as a Certified Public Accountant with EY.  Nancy is extensively involved in the Charlotte Non Profit community and often tapped for fundraising efforts due to her extensive network.  Prior and current roles include President of Women Executives, President of Leadership Charlotte and current member of YMCA Metro Board of Advisors, Uptown Rotary and Women’s Impact Fund.  Nancy has a MBA from University of Kansas and a BSBA in Accounting from The Ohio State University. 

Maggie Norris has over 25 years of operational experience. She is current principal of Indigo B; an operational services /COO on demand business.

Maggie has held positions in public accounting and financial services. Her work assignments have included operational process improvement projects, customer experience enhancements, investor relations, finance, merger due diligence, integration and post integration management and daily operations management. Prior to forming Indigo B, she was Chief Operating Officer for a $2 billion financial services organization.

Most of Maggie’s career was spent with First Union/Wachovia as they executed more than 100 mergers prior to being acquired by Wells Fargo.  Maggie worked on many integration teams and temporary assignments at acquired companies.  She has worked coast-to-coast and in London.  Maggie began her career with Price Waterhouse.

Maggie is also active in local organizations, serving as past president of Women Executives and current board chair for the Alzheimer’s Association of Western Carolinas. Maggie graduated from Thiel College with a BA degree in Accounting and Business Administration.
 

Upcoming Committee Events