Ann Wells Forney, Carla Gale, Wendi W. Boyen
Regions Financial Corporation
1901 6th Avenue North, Birmingham, Alabama 35203
(205) 326-5378 or 1-800-284-4100
Profile: Ann Wells Forney
E-mail: ann.wells@regions.com
Favorite Quote: Work hard, play hard, love lots, and leave nothing left unspent.
Profile: Carla Gale
E-mail: carla.gale@regions.com
Job description: Head of Charitable Trust Services Team at Regions, which focuses on serving the investment needs of nonprofit organizations and individuals with charitable intent. Services include investment management of endowments, gift annuity funds, advised funds, and shorter term needs; charitable gift planning for individuals; investment management and grants administration for private foundations and trusts established under will.
Length of service: 15 years
Accreditations: Law degree and BA degree in Communications and Business from The University of Alabama; Graduate of Southern Trust School
Favorite Awards & Honors: VIP Volunteer in Philanthropy Award (2006); President of Alabama Planned Giving Council (2005); Good Egg Award. Birmingham Zoo (2006); Madison Who's Who (2007-08); Mortar Board President, ODK Vice President, Panhellenic Rush Chairman at UA (1981-82), Outstanding Senior Award at UA (1981)
Education: Law degree (1985, The University of Alabama); BA degree (1982, Magna Cum Laude,Communications/Business, The University of Alabama); Graduate of Southern Trust School (1995)
Family: Married to Tom Gale (CIO, The University of Alabama System) with two children, Grayson Gale and Burton Gale.
Personal Business Philosophy: Do your best to take care of your customer's needs first; be honest and straight forward; and communicate with them as often as you can to let them know you care.
Advice to women in business: Believe that you can do things and be confident; do what it takes to get the job done; try to produce the best work product you can under the circumstances and don't be satisfied with mediocrity; don't let petty things bother you or get under your skin.
Best advice ever received: From my Dad who told me that even people who seem successful and smart don't typically know all the answers, but they obtain enough knowledge in their chosen field to have an idea what the answer is, or what it should be, and then they artfully buy themselves time to find out the answer before giving erroneous advice or making costly mistakes. It comforted me early on in my career to discover that other people didn't always know all the answers either.
Secret to surviving in business: Don't panic easily and over-react, be solution-oriented, have a good attitude, work hard and be persistent.
What being in business has taught you: The value of hard work, making your own money, and learning how to do a lot of things yourself.
Secret to dealing with employees: Always be willing to listen; try to promote them and be cognizant of their desires to succeed and encourage them to do their best; be reasonable in expectations but keep standards high.
Special comments: Most people are really interesting and have some unique talent or passion, if you take the time to learn a bit about them.
Profile: Wendi W. Boyen
Title: Senior Vice President
Address: P.O. Box 11007 Birmingham, Alabama 35288
Phone: 205-801-0307
Fax: 205-326-4793
E-mail: wendi.boyen@regions.com
Favorite Quote: Yesterday is history. Tomorrow is a mystery. Today is a gift from God...that's why we call it the Present. Unknown
Company Brief Mission: Make Life Better...for our associates, our customers and our communities.
Job description: Manage the Public Fund, Institution and Not for Profit Sector in North Central, Alabama
Length of service: 15 years
Accreditations: Certified Treasury Professional Jefferson County Public Education Foundation (Board President) First Light, Inc. (Board Member) Project Corporate Leadership
Education: B.S. Accounting Birmingham-Southern College; MBA, University of Alabama
Family: Married to Richard; Son, Trey; Daughter, Taylor
Personal Business Philosophy: Always do what I say I will do for my clients and associates.
Advice to women in business: Balance, balance, balance.
Secret to surviving in business: Always staying focused on the goals you set for yourself. Keeping your priorities in the correct order.
Your strongest inspiration: My family who has always told me I "could" and has supported me in whichever direction I have chosen.
What being in business has taught you: Working with this group of clients has given me a great appreciation for this community and has proven how supportive we are of worthy endeavors.
Secret to dealing with employees: Genuinely care about their success and well-being.
