Karen L. Heath Wade
Vice President, Sales, Head of Distribution for the Investment Management Group
Karen L. Heath-Wade is Vice President, Sales, Head of Distribution for the Investment Management Group. Karen leads the distribution and sales efforts for Nationwide Mutual Funds Business.
Prior to joining Nationwide Financial in 2007, Karen worked with Citigroup Private Bank as part of a wealth management team responsible for advising wealthy individuals, families, endowments and foundations. Prior to her responsibilities with Citigroup, Karen worked with Prudential Financial in a similar role where she advised wealth managers and advisors on products and services designed to meet the needs of wealthy individuals and families.
Karen earned a BA from Mount Holyoke College and a MBA from Loyola University of Chicago. She holds the designations of Accredited Investment Fiduciary through the Katz School of Business, Certified Investment Management Analyst and Investment Strategist Certificate through IMCA and the Wharton School of Business, as well as the FINRA Series 7, 24, 63, and 65 licenses.
She is also an active member of Alpha Kappa Alpha Sorority, Inc., as well as the Columbus Chapter of The Links Incorporated.
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