Karen Heath-Wade

Karen Heath-Wade is a seasoned finance professional with extensive experience in business development, client strategy, and sales management across prominent financial institutions. Currently serving as a Member of the Board of Advisors at Polen Capital and the Chief Business Development Officer at the American Endowment Foundation, Karen leads initiatives to enhance business growth and client engagement. Prior roles include Senior Vice President at American Century Investments, where oversight of global client strategy and service was a focus, and Director of Retail Distribution National Sales Manager at Allianz Global Investors, leading national sales efforts. Karen's career also includes significant contributions at Nationwide and Citi, as well as a successful tenure at Prudential Financial. Holding an MBA in Finance from Loyola University Chicago and a BA in American Government and Politics from Mount Holyoke College, Karen combines educational prowess with a proven track record in the financial sector.