Todd May joined the Equiniti Trust Company Board in 2017 from Wells Fargo Shareowner Services, where he was Executive Vice President of Wells Fargo Shareowner Services for 10 years. Todd has a broad range of experience. He has spent the past 27 years in financial services, having joined Wells Fargo Bank’s predecessor Norwest Bank in 1990 and has held a range of senior positions, including a 13-year tenure in Corporate Development, reviewing acquisitions across a number of industries. He holds a BBA in Finance from Iowa State University and an MBA from Drake University.
Todd serves as president of The Stock Transfer Association where he provides a voice on regulatory change or innovation. He serves the community as the chairperson and board member of Bridging, a Twin Cities-based non-profit organization, and has co-chaired community engagement activities which generated volunteerism and fundraising for non-profits within the Twin-Cities community.
Kathryn (“Katie”) Sevcik joined the Equiniti Trust Company Board in 2017 from Wells Fargo Shareowner Services, where she was senior vice president and head of Shareowner Services’ Operations. Katie joined Wells Fargo in 1992 and held a number of senior positions across the Bank before moving to Shareowner Services in 1997 where she played a key role in the development of the Direct Registration System (DRS), chairing the industry DRS Guidelines Committee that determined best practice. She graduated Magna Cum Laude with a BA in Economics from St. Olaf College, Northfield, Minnesota.
Katie serves as a co-chair of Securities Transfer Association (STA) Operations Processing Committee; director of Shareholder Services Association (SSA); director of Securities Industry and Financial Markets Association’s (SIFMA) Corporate Actions Society. Katie serves on the Thrivent Community Advisory Board – East Metro and is a Twin Cities Part-time Processionals Association charter member.
Guy Wakeley joined the Board as Chief Executive Officer in January 2014. Previously, he was the chief executive of Morrison plc, the property and services provider to the public and private sectors for five years. He is a member of CBI’s Public Services Strategy Board, promoting the role of business in transforming the UK’s public services and is an FCA Approved Person. Previously Guy has held divisional leadership positions with Amey, The Berkeley Group, General Electric and Rolls-Royce. He holds an MA in Engineering Science from the University of Cambridge, and a PhD in applications of artificial intelligence to engineering design. He is a Chartered Engineer, a Fellow of the Royal Institution of Chartered Surveyors, and a commercial pilot and flight instructor.
John Stier joined the Group in 2015 from Northgate Information Solutions Ltd (“NIS”), the global software and outsourcing business, where he was the Chief Financial Officer for over ten years. NIS was a FTSE 250 organisation until 2007 when it was acquired by KKR, the US private equity firm. Prior to this, he was the Chief Financial Officer of Subterra Ltd, a subsidiary of Thames Water Plc which delivered engineering services to businesses across Europe. John is a fellow of the Institute of Chartered Accountants and has a background in corporate finance.
Dannette Smith is Secretary to the Board of Directors of UnitedHealth Group Incorporated, responsible for supporting the Board and its standing committees. She joined UnitedHealth Group in June 2004 and was appointed to the EQ Board in August 2017.
Prior to joining UnitedHealth Group Dannette was a partner in the corporate department of Dorsey & Whitney LLP, practicing in the areas of corporate securities law, corporate governance and mergers and acquisitions. She is a member of the bar in the states of Minnesota and New York, and has served as a panelist for various professional associations on corporate governance issues. Danette received her B.A., cum laude, from the University of California, Santa Barbara, and her J.D., magna cum laude, from the University of California Hastings College of the Law.
Bruce Helsel joined our Board as a non-executive director in August 2017. He served as Head of Mergers & Acquisitions at Wells Fargo & Company until 2015, overseeing the acquisition of over 60 companies including Wachovia National Bank in 2008.
Bruce has held a range of other executive positions at Northwest Corporation and within Wells Fargo Wholesale Banking Division, and has acquired a broad range of skills from positions held in commercial banking, mergers & acquisitions, corporate finance, and corporate strategy. He holds a B.A. in economics from Yale University and an M.B.A. in finance from The George Washington University.
He is currently the Managing Partner of the Canadian Basketball League in Toronto, Canada.
Michael O’Donnell President of CDHA Management, LLC, joined EQ’s Board as a non-executive director in August 2017. Over the last 30 years, Michael has held CEO and senior leadership positions across multiple industries, including financial services, information technology, pharmaceuticals, manufacturing, consumer goods, staffing, and public accounting. With nearly 20 years of experience working for private equity portfolio companies, he is recognized for his strategic guidance and ability to translate vision into action. Michael has a B.S. in Accounting from Saint Francis University and is a qualified CPA.