Carmen Heredia-Lopez
Executive Director, Investments @Blue Cross Blue Shield Association
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WORK HISTORY
Executive Director, Investments @Blue Cross Blue Shield Association
Chicago, IL, US
Blue Cross Blue Shield Association is a national association of 34 independent, community-based and locally operated Blue Cross Blue Shield companies. The Association owns and manages the Blue Cross and Blue Shield trademarks and names in more than 170 countries around the world. The Association also grants licenses to independent companies to use the trademarks and names in exclusive geographic areas.• Lead National Retirement Trust (NRT) and National 401(k) programs and its invested assets under management in support of 41 Blue companies (26 Blue Primary Licensees)• Provide accountability for research, development, and implementation of leading-edge investment activity for National Retirement Trust ($3B AUM) and National 401(k) Program ($11B AUM) on behalf of the National Employee Benefits Committee (NEBC) and senior management• Oversee investment accounting, performance reporting, and asset allocation for all NRT Plan allocations; present to NEBC and Plans.• Provide leadership to Investment Team; accountable for NRT audits; share responsibility with VP for Investment Sub-Committee of NEBC; act as Assistant Secretary of National Employee Benefits CommitteeKEY ACHIEVEMENTS• Provided stability to investment portfolio by using risk/return framework and adding investment options to meet member plans\' needs • Provided executive oversight and clear guidance to Investments team while transforming culture • Significantly increased investment team collaboration with operations team
EDUCATION
College of DuPage
Associate of Arts - AA
The University of Chicago Booth School of Business
Master of Business Administration - MBA
Georgetown University McDonough School of Business
Bachelor of Business Administration - BBA
ABOUT CARMEN HEREDIA-LOPEZ
Carmen Heredia-Lopez, CFA, is an SEC Qualified Financial Expert (QFE) with 30 years of…
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