People: Broadridge Financial Solutions Inc (BR.N)

BR.N on New York Stock Exchange

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27 May 2015
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Summary

Name Age Since Current Position

Leslie Brun

62 2012 Independent Chairman of the Board

Richard Daly

53 2014 President, Chief Executive Officer, Director

James Young

43 2014 Chief Financial Officer, Principal Accounting Officer, Corporate Vice President

Timothy Gokey

53 2012 Chief Operating Officer, Corporate Senior Vice President

Liz Pedersen

2015 Senior Vice President - Wealth Managed Services

Robert Schifellite

56 2011 Corporate Senior Vice President - Investor Communication Solutions

Adam Amsterdam

53 Corporate Vice President, General Counsel, Secretary

Maryjo Charbonnier

44 2009 Corporate Vice President - Human Resources

Lyell Dampeer

63 2012 Corporate Vice President, U.S. Investor Communication Solutions

Douglas DeSchutter

44 2012 Corporate Vice President, U.S. Regulatory and Digital Communications

Robert Kalenka

51 Corporate Vice President - Global Procurement and Facilities

Charles Marchesani

54 Corporate Vice President - Securities Processing Solutions

Gerard Scavelli

59 2009 Corporate Vice President - Investor Communications Solutions of Mutual Funds

Christopher Perry

52 2014 Corporate Senior Vice President - Global Sales, Marketing and Client Solutions

Richard Haviland

66 2009 Lead Independent Director

Robert Duelks

59 2009 Independent Director

Brett Keller

47 2015 Independent Director

Stuart Levine

67 2007 Independent Director

Maura Markus

56 2013 Independent Director

Thomas Perna

64 2009 Independent Director

Alan Weber

66 2007 Independent Director

David Ng

Senior Director, Head of Investor Relations

Biographies

Name Description

Leslie Brun

Mr. Leslie A. Brun is Independent Chairman of the Board of Broadridge Financial Solutions, Inc. Mr. Brun has been the Chairman and Chief Executive Officer of SARR Group, LLC, an investment holding company that manages his family investments, since 2006. Additionally, since 2011, he has served as a Managing Director and head of Investor Relations at CCMP Capital, a global private equity firm. He is also the founder and was Chairman Emeritus of Hamilton Lane, a provider of asset management services for which he served as Chief Executive Officer and Chairman from 1991 until 2005. From 1988 to 1991, he was Managing Director and co-founder of the investment banking group of Fidelity Bank in Philadelphia. Mr. Brun has served as a director of Automatic Data Processing, Inc. (“ADP”), a provider of business outsourcing solutions and our former parent company, since 2003, and as ADP’s Chairman of the Board since 2007. He has served as a director of Merck & Co., Inc., a health care company, since 2009, and chairs the audit committee. He is also a director of NXT Capital, Inc., a private company. Mr. Brun is a former trustee of the University at Buffalo Foundation, Inc. and a former trustee of The Episcopal Academy in Merion, Pennsylvania.

Richard Daly

Mr. Richard J. Daly is President, Chief Executive Officer, Director of Broadridge Financial Solutions, Inc. He has been appointed as President of the Company effective January 1, 2014. Prior to the March 2007 spin-off of Broadridge from ADP, Mr. Daly served as Group President of the Brokerage Services Group of ADP, as a member of the Executive Committee and a Corporate Officer of ADP since June 1996. In his role as President, he shared the responsibility of running the Brokerage Services Group with John Hogan and was directly responsible for the company's Investor Communication Solutions business. Mr. Daly joined ADP in 1989, as Senior Vice President of the Brokerage Services Group, following the acquisition by ADP of the proxy services business he founded. Mr. Daly is a member of the Advisory Board of the National Association of Corporate Directors (the “NACD”).

James Young

Mr. James M. Young has been appointed as Chief Financial Officer, Principal Accounting Officer, Corporate Vice President of the Company, effective June 23, 2014. He joins Broadridge after serving in senior finance roles at Visa Inc., a global payments technology company, where he has worked since 2006. Most recently, Mr. Young served as Senior Vice President, Finance and was responsible for global financial planning and analysis for Visa’s businesses in North America, Latin America, Asia Pacific, Central Europe, the Middle East and Africa since July 2013. Previously, from 2011 to 2013, he served as the Head of Corporate Finance, where he was responsible for Visa’s global controllership, tax and financial planning and analysis functions. Earlier, he held several finance roles with increasing responsibility including leading finance for Visa’s North America division from 2008 to 2010 and playing a lead role in Visa’s IPO in 2008. Prior to joining Visa, Mr. Young was a finance executive at early stage technology companies Arena Solutions and Grand Central Communications.

Timothy Gokey

Mr. Timothy C. Gokey is Chief Operating Officer, Corporate Senior Vice President of Broadridge Financial Solutions, Inc. Mr. Gokey was appointed to the role of Chief Operating Officer in September 2012. Mr. Gokey’s responsibilities include our Securities Processing Solutions segment, and overall growth initiatives including strategy, mergers and acquisitions, partnerships, and other growth-related activities. Prior to his appointment as Chief Operating Officer, Mr. Gokey’s title was Corporate Senior Vice President, Chief Corporate Development Officer. Prior to joining Broadridge in 2010, Mr. Gokey was President of the Retail Tax business at H&R Block from 2004. Previously, Mr. Gokey spent 13 years at McKinsey and Company, a global consulting firm, most recently as a partner of the firm. At McKinsey, Mr. Gokey served over two dozen Fortune 500 and 1000 companies primarily in the financial services industry. He also led McKinsey’s North American Financial Services Marketing Practice.

Liz Pedersen

Ms. Liz Pedersen is Senior Vice President - Wealth Managed Services of the Company. In her new role, Pedersen will oversee wealth management operations strategy and managed service, which currently supports 24 clients including 150 introducing brokers. Additionally, Mabrey will oversee the wealth solutions strategy and product management for Broadridge's Global Technology and Operations business, which delivers a suite of front-office to back-office solutions to leading wealth management firms. Pedersen joins Broadridge from UBS where she was a managing director and co-head of the securities services group, overseeing global post-trade processing. Pedersen brings 30 years' experience in brokerage operations. Prior to UBS, she held positions at Merrill Lynch and is a recognized leader in the wealth management industry. Pedersen has served on SIFMA committees including the SIFMA Private Client Group Committee.

Robert Schifellite

Mr. Robert Schifellite serves as Corporate Senior Vice President - Investor Communication Solutions of Broadridge Financial Solutions, Inc. He is responsible for the bank, broker-dealer and corporate issuer solutions businesses of our Investor Communications segment. Mr. Schifellite joined ADP’s Brokerage Services Business in 1992 as Vice President, Client Services. In 1996, he was promoted to Senior Vice President and General Manager of Investor Communication Services. In 2011, Mr. Schifellite’s title was changed from Corporate Vice President to Corporate Senior Vice President of Broadridge.

Adam Amsterdam

Mr. Adam D. Amsterdam serves as Corporate Vice President, General Counsel, Secretary of Broadridge Financial Solutions, Inc. Mr. Amsterdam is responsible for all legal matters related to the Company. Prior to the spin-off, he served as Associate General Counsel and Staff Vice President of ADP since January 2006. Mr. Amsterdam joined ADP in 1991 as Corporate Counsel responsible for the Brokerage Services business. In 1994, he was promoted to Senior Corporate Counsel of ADP. Mr. Amsterdam was promoted in 1996 to Assistant General Counsel and then again in 2002 to Associate General Counsel of ADP.

Maryjo Charbonnier

Ms. Maryjo T. Charbonnier is Corporate Vice President - Human Resources of Broadridge Financial Solutions, Inc. She joined the Company in August 2008 and was promoted to her current role in June 2009. Prior to joining Broadridge, Ms. Charbonnier held many senior human resource positions at PepsiCo, Inc. in the United States, Canada and Mexico over a 13-year period. In her last role at PepsiCo, she was the Vice President of Talent Sustainability PepsiCo Foods and she led the talent management strategy and implementation for PepsiCo’s largest division.

Lyell Dampeer

Mr. Lyell Dampeer serves as the Corporate Vice President, U.S. Investor Communication Solutions of Broadridge Financial Solutions, Inc. He is responsible for our U.S. regulatory communication services, and for transaction reporting and electronic communication services. Prior to the appointment to his current role in 2012, Mr. Dampeer served as the head of our U.S. regulatory communications services including post-sale fulfillment from 2009. Mr. Dampeer joined ADP’s Brokerage Services Group in 2000 as Vice President, Client Services. Prior to that, he held a variety of senior management positions at companies providing outsourcing services.

Douglas DeSchutter

Mr. Douglas Richard DeSchutter serves as Corporate Vice President, U.S. Regulatory and Digital Communications of Broadridge Financial Solutions, Inc. Mr. DeSchutter’s responsibilities include our U.S. regulatory communication services (proxy and prospectus) and our digital strategy. Prior to the appointment to his current role in 2012, Mr. DeSchutter was responsible for our customer communication services from 2009, including transaction reporting, electronic communications, document management, and new account processing solutions. Mr. DeSchutter was the Chief Strategy and Business Development Officer for Broadridge, responsible for mergers and acquisitions and strategy, from 2007 to 2009. Prior to the spin-off, Mr. DeSchutter served as Vice President of Corporate Development for ADP from 2002 until he was promoted to Staff Vice President of Corporate Development in 2006. Prior to joining ADP in 2002, he was Vice President of Mergers & Acquisitions at Lehman Brothers focusing on the technology sector.

Robert Kalenka

Mr. Robert F. Kalenka serves as Corporate Vice President - Global Procurement and Facilities of Broadridge Financial Solutions, Inc. In addition to being responsible for global procurement and facilities, he is responsible for the operations of our Investor Communication Solutions business. Mr. Kalenka joined ADP’s Brokerage Services Business in 1992 in the Investor Communication Services Division as Director of Finance. He was promoted to Vice President of Operations of the Investor Communication Services Division in 1994, and again as Chief Operating Officer and Senior Vice President of the Investor Communication Services Division in 1999.

Charles Marchesani

Mr. Charles J. Marchesani serves as Corporate Vice President - Securities Processing Solutions of Broadridge Financial Solutions, Inc. He is responsible for our securities processing services in the U.S. Mr. Marchesani joined ADP’s Brokerage Services Business in 1992 in the Market Data Services Division as Director of the Help Desk and served in various roles of increasing responsibility within the Brokerage Processing Services business until he was promoted to General Manager of the Brokerage Processing Services business in 2005.

Gerard Scavelli

Mr. Gerard F. Scavelli serves as Corporate Vice President - Investor Communication Solutions of Mutual Funds of Broadridge Financial Solutions, Inc. He is responsible for the mutual fund solutions businesses of our Investor Communication Solutions segment. Mr. Scavelli joined ADP’s Brokerage Services Business in 1997 as Vice President of Business Development. In 1999, he was promoted to Senior Vice President and General Manager of Information Distribution Services, and again in 2008 as Senior Vice President and General Manager of mutual fund services. In 2009, Mr. Scavelli was promoted to his current role.

Christopher Perry

Christopher J. Perry is Corporate Senior Vice President - Global Sales, Marketing and Client Solutions of Broadridge Financial Solutions, Inc. Mr. Perry is our Corporate Senior Vice President, Global Sales, Marketing and Client Solutions. He joined Broadridge in September 2014 after more than 25 years of experience in banking, brokerage and financial information services. Most recently, he was Global Managing Director of Risk for the Financial & Risk division of Thomson Reuters. In this role, he was the general manager of a global segment which includes Governance, Risk, Compliance, Pricing, Valuation and Reference Services. Over the previous 14 years, Mr. Perry held numerous roles at Thomson Reuters and its predecessor, Thomson Financial. From 2011 to 2013, he was President, Global Sales & Account Management at the Financial & Risk division of Thomson Reuters. From 2006 to 2010, he served as President, Americas for Thomson Reuters and its predecessor, Thomson Financial. Earlier in his career, Mr. Perry worked for A-T Financial and PC Quote, after spending many years in institutional trading and retail brokerage with Kemper Financial’s Blunt Ellis & Loewi unit.

Richard Haviland

Mr. Richard J. Haviland is Lead Independent Director of Broadridge Financial Solutions, Inc. Mr. Haviland served for 20 years in various executive and financial positions at ADP, most recently as its Chief Financial Officer and a member of its Executive Committee, retiring from ADP in 2001. His experience prior to ADP includes 11 years in the auditing and assurance practice of Touche Ross & Co., a predecessor firm of Deloitte & Touche LLP, a public accounting firm. Mr. Haviland is a former director of Bisys Group, Inc., a provider of outsourcing services to the financial services industry, where he served from 2004 until it was acquired in 2007.

Robert Duelks

Mr. Robert N. Duelks is an Independent Director of Broadridge Financial Solutions, Inc. Mr. Duelks served for 27 years in various capacities at Accenture plc. Throughout his tenure at Accenture, Mr. Duelks held multiple roles and had responsibilities including and ranging from local client service, regional operations management to management of global offerings. While at Accenture, he served on multiple leadership committees including the Board of Partners, the Management Committee and the Executive and Operating Committee for the Global Financial Services Operating Group. Mr. Duelks also serves as an advisor to the senior executives of Tree Zero, a manufacturer of 100% tree free paper products. He is the former Chairman and a current member of the Board of Trustees of Gettysburg College, and previously served as a member of the Advisory Board for the Business School at Rutgers University.

Brett Keller

Mr. Brett A. Keller is an Independent Director of the Company. Mr. Keller is the Chief Marketing Officer of Priceline.com. He is responsible for Priceline.com’s global strategic branding and marketing initiatives, including all search engine marketing and affiliate channels, strategic data initiatives, email, social media, communications, merchandising, and advertising sales. Mr. Keller has been with Priceline.com since 1999. Prior to joining Priceline.com, Mr. Keller managed Cendant’s online travel businesses as a Director of Online Travel. Mr. Keller sits on the National Advisory Council for the Marriott School of Management at Brigham Young University. He holds an MBA from Cornell University’s Johnson Graduate School of Management and an undergraduate degree in Japanese from Brigham Young University.

Stuart Levine

Mr. Stuart R. Levine is Independent Director of Broadridge Financial Solutions, Inc. Mr. Levine is the founder, Chairman and Chief Executive Officer of Stuart Levine and Associates LLC, an international management consulting and leadership development company. He serves on the board of SingleTouch Systems Inc., a mobile media solutions provider, and is the Lead Director of J. D’Addario & Company, Inc., a private manufacturer of musical instrument accessories. He also serves on the board of North Shore-Long Island Jewish Health System. In addition, Mr. Levine is the bestselling author of “The Leader in You” (Simon & Schuster 2004), “The Six Fundamentals of Success” (Doubleday 2004) and “Cut to the Chase” (Doubleday 2007). In 2011, Mr. Levine was recognized as one of the top 100 directors in the United States by the NACD and was designated as one of 17 Governance Fellows by the NACD as a Board Leadership Fellow. He is the former Lead Director of Gentiva Health Services, Inc., a provider of home healthcare services, where he served from 2000 to 2009. He also served as a director of European American Bank from 1995 to 2001 and The Olsten Corporation, a provider of staffing solutions, from 1994 to 2000. From 1992 to 1996, he was Chief Executive Officer of Dale Carnegie & Associates, Inc., a provider of leadership, communication and sales skills training. Mr. Levine is a former Chairman of Dowling College as well as a former Member of the New York State Assembly.

Maura Markus

Ms. Maura A. Markus is an Independent Director of Broadridge Financial Solutions, Inc. Ms. Markus is currently the President and Chief Operating Officer of Bank of the West, a position she has held since March 2010. She is also a member of the Board of Directors of Bank of the West and BancWest Corporation, and of the Bank's Executive Management Committee. Before joining Bank of the West, Ms. Markus was a 22-year veteran of Citigroup, having most recently served as Head of International Retail Banking in Citi's Global Consumer Group. During her tenure at Citigroup, she held a number of additional domestic and international management positions including President of Citibank North America from 2000 to 2007 and Chairman of Citibank West. Ms. Markus also served as Citi's European Sales and Marketing Director in Brussels, Belgium, and as President of Citi's consumer business in Greece. Ms. Markus is a member of The Financial Services Roundtable. Among her numerous community interests, she is a board member of Catholic Charities CYO of San Francisco.

Thomas Perna

Mr. Thomas J. Perna is an Independent Director of Broadridge Financial Solutions, Inc. Mr. Perna is the Chairman and former Chief Executive Officer of Quadriserv, Inc., a company that provides technology products for the securities lending industry. Prior to joining Quadriserv, Inc. in 2005, Mr. Perna served as Senior Executive Vice President of The Bank of New York, now known as The Bank of New York Mellon, in its Financial Institutions Banking, Asset Servicing and Broker Dealer Services sectors. He was responsible for over 6,000 employees globally. Mr. Perna joined The Bank of New York in 1986. In May 2012, Mr. Perna was elected as Chairman of the Board of Trustees of the Pioneer Mutual Fund Group. Prior to his appointment as Chairman, he served as a member of the Board of Trustees of the Funds, overseeing 57 open-end and closed-end investment companies in a mutual fund complex since 2006. Mr. Perna also serves as a Commissioner on the New Jersey Civil Service Commission, a position he has held since March 2011, and is a member of a number of banking and securities industry associations. Mr. Perna previously served on the Board of Directors of the Depository Trust & Clearing Corporation (DTCC), Euroclear Bank S.A., Euroclear Clearance System PLC and Omgeo PLC.

Alan Weber

Mr. Alan J. Weber is an Independent Director of Broadridge Financial Solutions, Inc. Mr. Weber is the Chief Executive Officer of Weber Group LLC, a private investment firm. Mr. Weber retired as Chairman and Chief Executive Officer of U.S. Trust Corporation and as a member of the executive committee of the Charles Schwab Corporation in 2005. Previously, he was the Vice Chairman and Chief Financial Officer of Aetna Inc., where he was responsible for capital management, information technology, investor relations, e-business and financial operations. He also held a number of senior level positions at Citibank N.A., where he worked from 1971 to 1998, including Chairman of Citibank International and Executive Vice President of Citibank. During his tenure at Citibank, Mr. Weber oversaw operations in approximately 30 countries, including assignments in Japan, Italy and Latin America. Mr. Weber has served as a director of Diebold, Incorporated, a provider of self-service delivery and security systems and services, since 2005, and was elected to the board of SandRidge Energy, Inc., an energy exploration and production company, in March 2013. He also serves on the boards of OnForce, Inc. and KGS-Alpha, Inc., both of which are private companies. Mr. Weber is currently an Operating Partner at Arsenal Capital, Inc., a private equity firm, and he serves as a member of the board of DCTV, a New York based charitable organization.

David Ng

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