I've had over 10 years of project management, governance, and cutomer experience/six sigma experience in Financial Services.More...
Taylor Ordaz
Platinum Case Manager@AssetMark
Verified
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors grow their businesses. As a Platinum Case Manager, Taylor Ordaz plays a crucial role in providing high-level service to the company's largest and most complex client accounts. She is responsible for managing and resolving escalated issues, developing strategic client relationships, and ensuring the delivery of exceptional client experiences. Her role is pivotal in maintaining client satisfaction and loyalty, which directly impacts AssetMark's business growth and profitability.More...
Aaron Namuche
Software Engineer@AssetMark
Verified
Nina Mendoza
VP Risk Management@M Squared Risk Consultancy
Verified
Enterprise Risk Management Leadership | Regulatory and Audit Management | Internal Controls Design and Testing | Strategic Risk Advisory | Governance, Risk and Compliance | Cross Functional Leadership | Committee Oversight | Operational and IT and InfoSec Risk Management | Regulatory Change and Policy Development | Data Driven Risk Analysis and Reporting | Stakeholder Engagement | Culture of Risk AwarenessMore...
Fly fishing is my zen. It is often suggested for veterans returning from combat to help them manage post-traumatic stress disorder and has certainly been a favorite hobby among the C-suite due to its' ability to help them disconnect from their daily stresses at work, and even at home.
This is accomplished by filling the brain, and your senses, with an incredible amount of data to execute strategic and tactical planning when attempting to fool these incredibly sensitive creatures (trout). Their scope of vision is far wider than ours, their reactions to sudden movements are often abrupt, their natural fear of more terrifying predators (eagles, hawks, bears, etc.), and their sensitivity to water temperature and lighting are only a few of the challenges facing a fisherman who is trying to replicate the natural state (at that moment) when casting a fly.
Why is this important in business? Awareness of your surroundings, the ability to adapt to changing conditions, the acknowledgement that what worked yesterday probably won't work today, and a commitment to patiently awaiting a positive outcome are all critical traits of great business leaders. Caddis is the name of a fly that is commonly seen in the Northeastern United States and one which should always be considered when trying to match a hatch. To give you just a little more of a metaphorical message, the caddis goes through several stages in its' lifecycle which the fisherman should consider - larvae, pupa, wet fly, emerger, dry fly and spinner. Consider each of these tools (much like some of the technological tools, sales tools, or training tools) that work in certain circumstances, but are less effective in other scenarios. As a consequence of this metaphor, I have named my new venture Caddis LLC. Our value proposition is that we will bring the strategic and tactical tools to help you grow your business, with a higher degree of effectiveness and at a lower cost, than hiring a sales manager.
https://www.caddis.bizMore...