January 28th, 2016
11:30 am – 1:00 pm
First American Title Campus
5 First American Way, Santa Ana, CA 92707
The Child Abuse Prevention Center is hosting a luncheon with a panel of women from different sectors of business to speak about how they have been able to lead a balanced life, bringing inspiration to other women to seek out that balance.
There is no single formula for attaining a balanced life. It is a personal decision how one combines their career, significant other, children, friends, giving to others, and self into an integrated whole and is a common concern for most women. However, it’s important to realize the smallest of changes can produce the strongest of impacts.
If you have any questions, please email [email protected].
As a Senior Financial Advisor in the South Bay with Wells Fargo Advisors, Allison takes a planning-based and consultative approach to advising her clients. Allison implements and manages investment portfolios consistent with a client’s investment objective and risk profile. She also takes pride in assisting her clients with their balance-sheet and cash-flow planning. And to complement her business, Allison also offers assistance with succession planning, life insurance and long-term care.
Prior to joining Wells Fargo in 2004, Allison was a Senior Financial Advisor for WM Financial Services for 8 years and has been in the financial services industry for more than 17 years. Allison’s past experience includes being a loan officer and licensed real estate agent. Allison earned her B.S. degree from Biola University, completed the CFP program from UCLA, and graduated from Cal Lutheran University with MBA in Financial Planning.
Allison is married with two children and is very active with multiple charities surrounding children in foster care. In her free time she reads, enjoys music and likes the theatre.
Executive Director, Global Corporate Giving, Edwards Lifesciences and Edwards Lifesciences Foundation
Amanda C. Fowler is executive director, global corporate giving of Edwards Lifesciences, the global leader in the science of heart valves and hemodynamic monitoring. She is also executive director and an officer of Edwards Lifesciences Foundation.
Fowler was appointed to the newly created role of executive director in 2011 and is responsible for the company’s global philanthropic efforts including oversight of more than $60 million in charitable assets, activation of more than 10,000 employees in community volunteerism, and donation of thousands of medical devices to support indigent care around the world.
Prior to this role, Fowler served the company in global communications focusing on external corporate and executive communications, the critical care business unit and corporate philanthropy. She joined Edwards in 2000 to help build the investor relations department when the company spun-off from Baxter International. Fowler has also previously been assistant vice president, investor relations for New Century Financial Corporation, and investor relations analyst for PacifiCare Health Systems.
Fowler currently serves on the board of directors of the Association of Corporate Contributions Professionals. She has also served on multiple fundraising boards and held several roles leading up to president for the Orange County chapter of the National Investor Relations Institute. She received a bachelor’s degree in social science with an emphasis in economics from the University of California, Irvine, where she recently received the university’s Lauds and Laurels award as a distinguished alumna.
Julie R. Trotter is the managing shareholder at Call & Jensen. Ms. Trotter practices in the area of business litigation and has represented clients in a variety of commercial disputes with a particular focus on class action wage and hour disputes, employment discrimination, retaliation, harassment, wrongful termination, claims under the Americans with Disabilities Act. Ms. Trotter has been named a “Rising Star” by Los Angeles Magazine for five years. This distinction is reserved for just two and one-half percent of the attorneys in Los Angeles and Orange County. Rising Stars are selected for excellence in the practice of law.
Prior to joining the firm in August 2004, Ms. Trotter was an associate with Gibson, Dunn & Crutcher in their Orange County office where she practiced in the firm’s Labor and Employment and Litigation Departments. Ms. Trotter commenced her career at Gibson, Dunn & Crutcher in 2000 after earning her law degree from Pepperdine University School of Law where she was Valedictorian and graduated first in her class. Ms. Trotter served as Lead Articles Editor of the Pepperdine Law Review. She earned her Bachelor degree in English from Santa Clara University in 1997.
As a strategic CFO, Ann Fong is an invaluable asset to Incipio and acts as a trusted advisor to the CEO of the company. A demonstrated leader with proven ability to direct teams that help increase profitability, and a strong record of success in financial and operational management in both manufacturing and licensing. She has a broad based functional background in managing projects that require strong financial and operational experience in rapidly changing environments. She is experienced in debt restructures, equity raise, and post-sale transactional work. In the past three years, she has assisted Incipio in acquiring companies, equity funding and secure $100M in senior credit facility to fund the growth needs of the company. Fong started her Career at Ernst & Young and has held senior financial positions with companies such as Trina Turk, Paul Frank Industries and Volcom.