Council for Economic Education Appoints Lisa Banker, Rebecca Patterson and Kim Sharan to Its Board of Directors

New Directors Bring Significant Experience in Management, Finance, Marketing and Equity Issues

NEW YORK–(BUSINESS WIRE)–#CEE–To help expand access to financial education in K-12 schools around the country, the Council for Economic Education (CEE) has appointed three new corporate and organizational leaders to its board of directors. New board members include Lisa Banker of Wells Fargo, Rebecca Patterson of Bridgewater Associates and Kim Sharan, who serves on TIAA’s board of trustees.

“Lisa, Rebecca and Kim bring decades of operational experience in the financial and nonprofit sectors, as well as in marketing and organizational leadership, and share our passion for improving equity in education,” said Nan J. Morrison, CEE’s president and CEO. “Too often in America we send children into the world lacking the basic life-skills of personal finance and economics. Our new board members’ expertise will be invaluable in helping CEE achieve our mission of broadening access to all students.”

Ms. Banker currently serves as senior vice president and cross-business finance initiatives & risk implementation manager at Wells Fargo. She brings to the CEE board 25 years of experience in the financial services industry, including leadership in strategic planning, risk policy and business continuity. She also co-chairs Wells Fargo’s Finance Diversity, Equity and Inclusion Council. Ms. Banker, a certified Chartered Financial Analyst, spent six years with the Office of the Comptroller of the Currency in a variety of positions including national bank examiner. She received her Bachelor of Business Administration in Finance from the University of Iowa.

Ms. Patterson is a partner at and director of investment research at Bridgewater, shaping the firm’s agenda for researching and building systematic strategies in global financial markets. She also serves on Bridgewater’s executive, investment and commercial and business strategy committees and helps lead the asset management firm’s diversity and inclusion efforts. Prior to her current role, Ms. Patterson served as chief investment officer at Bessemer Trust and spent 15 years at J.P. Morgan as a chief investment strategist in the firm’s asset management arm and running the bank’s global currency and commodity trading desk. Ms. Patterson has been named to American Banker’s Most Powerful Women in Finance for six consecutive years. She received her Bachelor of Science degree in Journalism from the University of Florida, a Master’s in International Relations from The Johns Hopkins University School of Advanced International Studies and Master of Business Administration from New York University.

Ms. Sharan is an independent director with Fortune 100 board experience. She currently serves on TIAA’s board of trustees and is chair of its HR committee. Additionally, she serves on TIAA Bank’s board of directors and is chair of its trust committee. She has more than 35 years of experience at leading global financial services firms including Citicorp, Merrill Lynch, American Express and Ameriprise in president, chief marketing officer and managing director roles. As founder and CEO of Kim M. Sharan, LLC, she advises companies on strategies to bring new ideas, brands, products and services to market, and conducts consumer research and product testing. Ms. Sharan has been recognized by Forbes as one of the World’s Most Influential CMOs in the World, as one of the Top 100 Women in Corporate America by Women 3.0 Magazine, and as one of the Top 25 Women to Watch by the Minneapolis/St. Paul Business Journal. She earned her Bachelor of Arts in Economics from Drew University, and Master of Business Administration from the University of Chicago.

About the Council for Economic Education:

The Council for Economic Education’s mission is to teach K-12 students about economics and personal finance so that they can make better decisions for themselves, their families and their communities. We carry out our mission by providing resources and training to K-12 educators and have done so for 70 years. Nearly 2/3 of the teachers we reach in person are in low- and moderate-income schools.


Media contacts:
Lisa Fels Davitt
(973) 886-1917

Kate Alexander
(201) 638-3946

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