Asian American Business Roundtable
January 8, 2020, New York, USA
Asian American Business Roundtable
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AABR 2020 Breakout Session B Collaborating Across ERG Lines
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About speakers

Kathleen Navarro
Head of Talent Management & Chief Diversity Officer at New York Life
Shital Bhatt
Managing Director at Goldman Sachs
Hernan Celis
Commercial Banker at JPMorgan
Jean Luna Lau
Executive Director at J.P. Morgan
Priya Rajani
Client Strategy & Analytics Lead Analyst at Citi

Kathleen Navarro is Head of Talent Management & Chief Diversity Officer at New York Life, leading the company’s integrated talent management and diversity and inclusion strategies. Ms. Navarro heads up the company’s Executive Talent & Diversity Council and works closely with the business areas to align talent and diversity initiatives with business goals. Ms. Navarro joined New York Life in 1994 and has held a variety of finance, strategy, and operations roles spanning Insurance and Agency, Investments, and Corporate Departments. Ms. Navarro holds an MBA in Accountancy from Baruch College Zicklin School of Business, a B.S. in Statistics and Management from New York University Stern School of Business, and a certification in Building & Leading Diverse Organizations from Harvard Kennedy School Executive Education. She has been recognized as a Top 10 Champion of Global Diversity by DiversityGlobal, a Top Executive in Corporate Diversity by Black Enterprise, and included on the Most Powerful & Influential Women list by the National Diversity Council.

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Shital is global co-head of prime and execution services in Equities Operations. She serves as a managing director sponsor of the Operations Asian Professionals Network in the Americas.Previously, Shital held a variety of roles within Securities Operations in Hong Kong and Jersey City. She joined Goldman Sachs in 2004 as an analyst and was named managing director in 2017.Shital serves as a board member of the SIFMA Corporate Actions organization in the Americas.Shital earned a BS in Computer Science and an MBA in Marketing from St. John’s University.

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Hernan works in Commercial Banking, advising midsize companies in Metro New York. Hernan provides strategic guidance in treasury services, credit and financing, and connectivity across JPMorgan Chase to help companies scale. Prior, Hernan spent 8 years at Chase Wealth Management advising high net worth individuals with the management of their personal investment portfolios. Hernan started his career at Smith Barney, working with institutional clients and ultra-high net worth families in Latin America.Since 2010, Hernan held various leadership roles in Adelante, JPMorgan Chase’s Latino BRG. Hernan led Adelante at the Local, National and Global level and currently sits as Chair Emeritus, providing guidance to the leadership and partnering with JPMorgan Chase Senior Management. In 2018 Adelante was recognized among the top 5 Latino BRGs in the US by Latina Style Magazine.Hernan has a Bachelor’s in International Business from Berkeley College and is fluent in Spanish and proficient in Portuguese.

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Jean is an Executive Director covering Investment Solutions at the J.P. Morgan Private Bank based in New York. In her role, she partners closely with Asset Class Specialists, CIO Teams, Manager Due Diligence, Portfolio Managers and other teams to develop and execute engagement and communication strategies around Investment Solutions, primarily focused on Discretionary Strategies.Jean has been with J.P. Morgan Private Bank since 2007. Prior to her current role, she worked as Co-Head of the Alternative Investments Investor Relations Team from 2007-2012 where she managed client engagement and communications. From 2004-2007, Jean worked on the Corporate FX and Interest Rates Derivatives Marketing desk covering North American Corporates, where she structured, marketed and traded mostly interest rate swaps to corporate clients. She is a founding member of the J.P. Morgan Asset and Wealth Management Asian Leadership Forum and currently the Co-Chair of the Communications Committee.

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Priya Rajani is a results oriented and performance-driven individual currently leading client strategy and analytics for the North America Corporate client franchise within Citi’s Global Markets and Securities Sales organization. She is responsible for cross business development focused on optimizing revenue channels and partnership with corporate sales and product teams across FX, Rates, and Commodities. Previously, she worked in the Citi Private Bank O&T franchise driving expense management initiatives such as location strategy, right sizing organizational models and reengineering processes which delivered significant savings during her tenure.Priya holds an MBA in Finance and Investments from CUNY, New York and a Masters in Accounting from Mumbai University, India. Recently, she got featured in the American Banker July 2019 issue alongside Sara Wechter, head of Citi HR, for her contributions to diversity at Citi. She also serves as the co-chair for the Citi Asian Heritage Network – NY Chapter driving professional development initiatives and cultural events for a 2000 member strong network. Given her passion for diversity, she leads some women’s professional development initiatives for the NAM Markets franchise in Citi through the Women’s Bond Club programs, a 100+ year’s old not-for-profit organization for women in financial services in NY area. She was also awarded the “Rising Star” for Citi by the Women’s Bond Club, New York in 2012.

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About the talk

Topic: Business
ERGs are often siloed – there is room for better collaboration among them. They can create space for authentic, uncomfortable and necessary conversations to help others understand the different challenges that New Majority employees face. Creating allies and advocates across differences helps to address issues through conversation, collaboration and visibility. Such collaborations might also help engage Millennials and Gen Z, who value community and embrace their multifaceted identities.

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