👉 Experienced people-manager with 7 years in the financial industry.
👉 Proficient phone skills, tech savvy, and self-motivated.
👉 Customer experience and account management are my expertiseMore...
Katy Acosta
Senior consultant@Chase and company
Verified
Katy Acosta is a Senior Consultant at Chase & Company, a leading consulting firm specializing in business strategy and organizational development. Katy has over 15 years of experience in the consulting industry, and has been instrumental in helping clients achieve their strategic objectives. She has a proven track record of successful projects, and a deep understanding of the consulting process. Katy is an expert in developing and executing innovative solutions that drive business growth and profitability.More...
Michele Godfrey
Business Development Manager@Chase
Verified
Jessica Dietert
Private Client Banker@Chase
Verified
Jessica is an Air Force veteran with over 20 years in the workforce. She brings expertise to a variety of career fields having specialized in operations of a manufacturing facility to most recently becoming a successful licensed Private Client Banker for Chase. Holding three degrees, one a Masters of Science in Accounting, makes her uniquely qualified to bring outside perspectives to old problems providing new and forward thinking solutions. Jessica is excited to continue expanding her skills as well as venture into new projects.More...
Andrew Bertan
Banker@Chase
Verified
Lidia Bueno
Travel Agent@Chase
Verified
As a Travel Agent at Chase Company, Lidia Bueno is responsible for managing all aspects of travel arrangements for corporate clients. This includes booking flights, hotels, car rentals, and other travel services, as well as providing detailed itineraries and travel advice. Lidia excels in negotiating contracts with travel service providers to secure the best deals for our clients. She also handles any changes or cancellations to travel plans, ensuring minimal disruption to our clients' schedules. Lidia's excellent customer service skills and attention to detail make her a vital asset to our team.More...
Sam Khan
VP Product Management@Chase
Verified
As Sam Khan, VP Product Management at Chase, I have successfully led the development and launch of innovative banking products, significantly boosting customer satisfaction and retention. I have streamlined product management processes, resulting in improved efficiency and reduced costs. My leadership has also fostered a culture of innovation and collaboration, leading to a highly productive team. I have also played a key role in driving digital transformation, positioning Chase as a leader in digital bankiMore...
Saul Tufino
Private Client Banker@Chase
Verified
John Hodges
Executive Director@Chase
Verified
Results Driven Technology Leader | Collaborating to Deliver Customer SuccessesMore...
Arianne Espinosa
Business Relationship Manager@Chase
Verified
As a Business Relationship Manager at Chase, I am responsible for managing and nurturing the company's relationships with its business clients. I develop strategies to understand my clients needs and ensure their satisfaction, leading to long-term loyalty and retention. In addition, I also identify opportunities for business growth and collaborate with other departments to develop and implement business plans. In my 12 year tenure with Chase, I have become a resource to my coworkers regarding client satisfaction, problem resolution, and sales strategies in both the Business Bank and Retail Banking. My role is crucial in maintaining Chase's reputation as a trusted and reliable financial partner for businesses.More...
CeCe Eisner
Customer Service
Verified
I have experience with banking, customer service, data entry,
taking calls, sending emails/chatting and a little creative work. Let’s work together!More...
Pablo Solano
Principal Product Designer@NBCUniversal Media, LLC
Verified
Hello! I'm Pablo, a Principal Product Designer currently working at NBCU. I specialise in 0-1 projects, strategy design and user experience for growth and conversion.
Over my 10+ career I've worked in multiple startups and established brands, always delivering compelling user journeys for millions - from new digital banks to health apps used by 80 million people.
From small to big, and simple to complex - I enjoy a good challenge and always work the way it works for you!More...
Laura Tourge
Chief Marketing Officer
Verified
I am results and data-driven SENIOR MARKETING AND DIGITAL TRANSFORMATION EXECUTIVE with demonstrated success in building high-performance organizations and accelerating business growth for both private and public companies. Recognized as one of the Top 50 Women Leaders of Delaware for 2025 by Women We Admire. I have extensive expertise in building and unifying brands, modernizing marketing technology and data infrastructure, performance marketing, customer engagement and retention strategy and leveraging data to refine targeting strategy and measure success. Additionally, I have a strong understanding of the profit dynamics of running an omni-channel operation, including the importance of customer experience, design and a detailed knowledge of shopper behaviors. Let me help you drive business growth through breakthrough go to market campaigns to optimize conversion or reimagine your MarTech stack to reduce role duplicity, automate repeatable processes and consistently delivering maximum ROI.More...
Norman Lee
CEO & Creative Director@Mind of Norman Lee
Verified
Norman Lee is a visionary media, entertainment, and technology executive with a dynamic career spanning broadcast, digital, and branded content. As CEO & Chief Creative Officer of Mind of Norman Lee, he leads a multidisciplinary studio known for bold storytelling, strategic innovation, and unforgettable campaigns.
An Emmy-nominated producer, Norman brings a rare blend of creative brilliance and operational rigor to everything he touches—from pitch development and voiceover to executive production and brand copywriting. Whether crafting compelling narratives for television or architecting scalable content strategies, he operates at the intersection of heart, hustle, and high-impact execution.
Let’s connect if you’re building something meaningful and want it to resonate across screens, industries, and audiences.More...
Michele Pacheco
Tax Expert/ Customer Service Specialist@Intuit
Verified
Michele Pacheco is a seasoned Tax Expert and Customer Service Specialist at Intuit, where she leverages over a decade of experience to simplify complex tax processes for clients. Known for her exceptional problem-solving skills and customer-centric approach, Michele has successfully led initiatives that improved customer satisfaction ratings by 25% over the past year. Her expertise in tax regulations and innovative service strategies has earned her recognition as a thought leader in the industry. Outside of work, Michele is passionate about financial literacy and volunteers her time to educate young adults on effective money management.More...
Kristy Klein
Entrepreneur
Verified
Kristy Klein is a successful entrepreneur with an extensive background in business development and strategic planning. She has a proven track record of identifying business opportunities and implementing effective strategies to drive growth and profitability. Her strong leadership skills, coupled with her ability to foster collaborative relationships, have enabled her to build and lead high-performing teams. Kristy is known for her innovative thinking, problem-solving abilities, and commitment to achieving business objectives. Her entrepreneurial journey is marked by resilience, tenacity, and a relentless pursuit of excellence.More...
Melinda HennesseyStocks
Sales Manager@Mortgage Solutions
Verified
Melinda HennesseyStocks is a dynamic Sales Manager at Mortgage Solutions, where she has driven a 30% increase in regional sales over the past year. With over a decade of experience in the financial services industry, Melinda combines strategic insight with a passion for client success. She holds a Bachelor’s degree in Business Administration from the University of Redlands. Outside the office, Melinda enjoys hiking and volunteers with local animal shelters.More...
Melissa Merrick
Sr. Director, People & Culture@Vincerx Pharma, Inc.
Verified
Melissa Merrick, as the Sr. Director of People & Culture at Vincerx Pharma, Inc., has been instrumental in transforming the company’s workplace culture, resulting in a 40% increase in employee engagement scores over three years. Under her leadership, Vincerx Pharma was recognized as one of the "Top 50 Companies to Work For" by Biopharma Review in 2022. Melissa spearheaded the development of an innovative talent acquisition strategy that reduced hiring time by 30% while increasing diversity hires by 25%. Her commitment to fostering an inclusive environment led to the implementation of a groundbreaking mentorship program that has been adopted as a model across the industry.More...
Dave Paxton
Head of Training and Operations
Verified
Optimizing operations, enabling growth, and embedding performance into every layer of execution—these are the principles I’ve built my career on. With over two decades of experience in field operations, learning design, and enterprise enablement, I’ve led large-scale teams and complex initiatives across commercial services, financial institutions, and global BPO environments.More...
Deb Capadona
Senior program director
Verified
1. Delivered 3 enterprise wide data governance solutions, including homegrown software and revision of the manual process
2. Program Director Delivered the largest AI/ML model for regulatory compliance and cost forecasting.
3. Data center exit and app simplification for 241 cyber security applications
4. Delivered an internet facing cash management and processing solutions for NYC 33 mayoral agencies.More...
Kimberly Soto
VP of Operations
Verified
As Kimberly Soto, VP of Operations, I have successfully streamlined operational procedures, leading to increased efficiency and productivity. I have implemented strategic plans that boosted company profits and reduced costs. I have also led cross-functional teams to achieve company goals and objectives, improving team performance and morale. I have successfully managed large budgets, ensuring optimal use of resources. My leadership has contributed to the growth and success of the company.More...
Noel Contreras
Project Manager, Product owner and scrum master@Bank Of America
Verified
Noel Contreras, as the Project Manager, Product Owner, and Scrum Master at Bank of America, is responsible for overseeing and managing various projects, ensuring they align with the company's goals and objectives. He plays a pivotal role in product development, from ideation to launch, utilizing agile methodologies to ensure efficiency and effectiveness. His role as a Scrum Master involves facilitating communication, resolving issues, and removing obstacles that hinder the team's progress. His leadership and management skills are crucial to the successful delivery of projects, product development, and achieving the company's strategic goals.More...
Ally Kriss
Project Manager
Verified
I am a self motivated, curious and dynamic project manager. I strive for excellence and educational opportunities with every interaction. In the last 7 years I have honed my skills in process management, strategic planning, and leading cross-functional teams. I keep the project team accountable, organized and motivated. My goal is to leave my stakeholders feeling confident and excited through the duration of the project lifecycle.More...
Lance Stahlberg
Business Analyst
Verified
I am a cross-disciplined Business Analyst with 20 years of diverse experience in application support, process improvement, incident and problem management, and product management. Demystifying intricate systems and translating between technical teams and business stakeholders has been at the core of every job.More...
Vanessa Creighton
Executive Assistant
Verified
Vanessa Creighton is an accomplished Executive Assistant with over a decade of experience in providing high-level administrative support to executives in diverse industries. Vanessa has a proven track record in managing complex schedules, facilitating communication, and improving organizational efficiency. She holds a Bachelor's degree in Business Administration and is known for her exceptional organizational skills, meticulous attention to detail, and the ability to handle confidential information with discretion. Vanessa's proactive approach, coupled with her ability to anticipate executives' needs, makes her an invaluable asset to any leadership team. Apart from her professional life, Vanessa enjoys reading, traveling, and influencing other professionals to succeed.More...
Scott Ryan-Hart
UX Designer
Verified
With a focus on interaction design, my expertise encompasses the UX spectrum. From information architecture and generative user research to content strategy and interaction design, I have touched all aspects of the product life cycle. I further elevate my work by tapping into spatial analysis methods from my previous career in GIS, offering a fresh perspective on online interactions with a spatial content awareness. While confident in my individual UX capabilities, I find my true strength lies in fostering collaborative environments where diverse skill sets can be combined to generate innovative solutions. Whether managing a team or working alone, I truly make others better.
Leadership: Supervisor or lead from within
Design: Desktop, Mobile, Responsive, Other form factors
Analytics: Data Visualization, Data Interpretation
Vision: UX Strategy, Journey Mapping
Experience: B2E, B2B, B2C, Insurance, Fintech, Government
Multi-Method Research: Qualitative, Quantitative, In-person, Online
Product life Cycle: Investigate, Ideate, Illustrate, Iterate
Process Alignment: Group Facilitation, Multi-Disciplinary Design Workshops
Delivery: Agile, Waterfall, AgilefallMore...
Angie Gaona
Banking officer
Verified
I have been in banking for 19 years in different roles but primarily in business banking. I am passionate about helping start ups and small companies grow their business. I have experience with everything from starting a business from the ground up (setting up business plans, state registrations, getting SBA loan ready, etc)More...
Doug Thorpe
Master Coach and Business Advisor@HeadwayExec
Verified
Transforming leaders and cultivating excellence through executive coaching and business advisory services. With over 30 years of frontline experience in building and growing companies, I partner with business leaders to achieve breakthrough results.
As the founder of HeadwayExec (Doug Thorpe Group), I specialize in:
• Executive Leadership Development
• Business Performance Optimization
• Team Trust Building
• Strategic Growth Planning
• Leadership Paradigm Transformation
My approach combines proven business principles with practical common sense, developed through experiences including:
• Helping establish 64 consecutive quarters of earnings growth in banking
• Serving major corporations like ExxonMobil, Coca-Cola, and Raytheon
• Guiding small to mid-cap companies in achieving sustainable growth
🎯 What Sets Us Apart:
• Guaranteed 20% bottom-line improvement within 12 months*
• Transformational coaching methods
• Practical, results-driven approach
• Deep expertise across multiple industries
Host of "Leadership Powered by Common Sense" podcast, author, and trusted advisor to executives and entrepreneurs who want to break through their "invisible wall" and achieve new levels of success.
Whether you're a corporate executive seeking to enhance your leadership impact or a business owner looking to scale, let's connect to explore how we can transform your leadership journey.
Featured in: Fortune, Forbes, Institute of Coaching
Author of: "The Uncommon Commodity", "STRIVE for Job Search Success", "Trust at Work"
#ExecutiveCoaching #LeadershipDevelopment #BusinessGrowth #TransformationalLeadershipMore...
Mona Safarian
Talent Acquisition Manager
Verified
Strategic talent acquisition leader and program management expert with a proven ability to drive innovative recruitment strategies
and deliver measurable outcomes in global, fast-paced environments. Skilled in aligning recruitment strategies with business
objectives across various industries. Expertise includes optimizing recruitment processes through data-driven insights, fostering
diversity and inclusion, and building strong global stakeholder relationships. Recognized for leadership in developing, coaching,
and mentoring high-performing teams while managing cross-functional programs to attract, engage, and retain top talent.More...
Dana Cannon
Chief of Staff
Verified
As the Chief of Staff, Dana Cannon, I have successfully streamlined office operations and improved internal communications, leading to an increase in overall efficiency. I have also played a key role in strategic planning, policy development, and implementation of key initiatives. I have been instrumental in managing relationships with stakeholders, ensuring smooth coordination between different departments, and resolving high-level management issues. My leadership has contributed to the overall growth and success of the organization.More...
Lauren Jackson
Executive Assistant@Juniper Networks
Verified
Highly experienced executive assistant. Excellent at problem solving, scheduling, booking travel.
Proficient in all Microsoft apps.More...
Courtney Chapman
CEO & Founder@Heartspace Virtual Solutions
Verified
Courtney Chapman is the Founder and CEO of Heartspace Virtual Solutions, a company that provides virtual assistance and remote administrative services. With a background in project management and business administration, Courtney has honed her skills in organization, strategic planning, and communication. She started Heartspace with the aim of supporting businesses with their administrative needs, allowing them to focus on their core competencies. Under her leadership, the company has grown significantly and has served a diverse range of clients. Courtney's vision for Heartspace is to continue providing top-notch virtual solutions to businesses of all sizes, helping them streamline their processes and improve productivity. Her business acumen, drive, and dedication to her clients' success are what sets her apart in the industry.More...
Rebecca Ryckman
Owner Touchpoints CX@Touchpoints CX
Verified
I’m Rebecca Ryckman, the owner of Touchpoints CX, a company focused on improving the customer experience through effective communication and marketing strategies. I’ve helped clients enhance customer engagement and satisfaction through innovative solutions. I use data-driven insights to create personalized customer experiences, that lead to increased customer retention and loyalty. I’m committed to delivering excellent customer communication and marketing strategies that help my clients lower their costs, improve customer retention and the overall customer experience.More...
Tiffany Ogarro Kirby
UX Designer@Deloitte Digital
Verified
Tiffany Ogarro Kirby is a highly skilled User Experience (UX) Designer at Deloitte Digital, where she plays an instrumental role in creating intuitive and user-friendly digital experiences. Leveraging her deep understanding of user-centered design principles and methodologies, she effectively translates user needs and business objectives into innovative UX concepts. She collaborates with cross-functional teams to ensure design consistency and enhance user satisfaction. Tiffany's expertise in UX design, coupled with her strong problem-solving abilities, helps Deloitte Digital deliver superior digital solutions to its clients.More...
Sonja Kehnt Andino
Director, Talent Acquisition@Confidential
Verified
Sonja Kehnt Andino is currently serving as the Director of Talent Acquisition at a confidential company. In her role, she is responsible for leading the company's recruitment strategy, sourcing and hiring top talent, and overseeing the entire recruitment process. With her extensive experience and expertise in talent acquisition, she plays a crucial role in shaping the company's workforce and contributing to its overall success. She is known for her strategic thinking, leadership skills, and ability to build strong relationships with both candidates and company stakeholders.More...
Jennifer Rolling King
IT Security and Compliance Analyst@Direct Line to Compliance
Verified
Direct Line to Compliance has been maintaining a strong stance in IT security and compliance. As an IT Security and Compliance Analyst, Jennifer Rolling King has been instrumental in identifying and mitigating potential security threats and ensuring compliance with relevant regulations. Through her meticulous risk assessments and audits, the company has been able to prevent data breaches and maintain the integrity of its IT systems. Jennifer's efforts have significantly reduced the company's potential legal and financial liabilities, while enhancing its reputation for data security. Moving forward, her focus will be on continuously improving the company's security posture and staying updated with the evolving regulatory landscape.More...
Ryan Van Dyn Hoven
Manager - Finance and Analytics@Exelon
Verified
My current role, managing a $300M project at Exelon Corporation, has allowed me to use my 16+ years in financial management and 5+ years in project management to maintain a solid financial performance, maximize costs and efficiencies, and ensure the project is able to stay on schedule and under plan. I have worked in various employment and consultant roles with experience in financial services, energy, SaaS, banking/mortgage, CPGs, and healthcare working with senior leaders, directors, and even C-suite members to discuss and implement financial strategies.More...
Harold Gartner
Executive Director@Gartner Asset Management
Verified
Revenue Generation | Reputation of Integrity | Expertise, Experience & Dedication
Accomplished Senior ABL Executive with 25+ years of trusted leadership experience. Participated in over $30 Billion in ABL transactions. Noted expert in complex structured finance, asset-based lending, alternative finance, SMB/SBA lending, receivables finance, healthcare finance, FinTech, lender finance, principal finance, ABS/asset securitization, capital markets, sales & marketing, credit risk management, M&A, corporate finance, IT implementation, and BPO outsourced solutions. Proven effectiveness and track record implementing strategic planning initiatives to serve clients, develop and manage partnerships, increase revenue, and enhance profitability and returns for stakeholders. Highly motivated, detail-oriented, driven and passionate.More...
Rocky de Luna
Founder, Change Managemnt, L&D, DEI Leader@10X Forward
Verified
Rocky de Luna is a seasoned professional and dynamic leader with a proven track record in change management, learning and development, and diversity, equity, and inclusion. As the Founder of 10X Forward, Rocky has demonstrated his ability to drive organizational growth across technology changes, people org changes, and M&A. His passion for driving systemic change and fostering an inclusive culture is evident in his work. Prior to founding 10X Forward, Rocky held various leadership roles in startups and global companies, where he honed his skills in strategic planning, team building, and leadership development. His innovative approach to change leadership has been instrumental in transforming businesses and guiding them towards achieving their goals. Rocky's expertise, coupled with his commitment to fostering diversity and promoting inclusive practices, makes him a respected figure in the industry.More...
Anne Dalfiume
Consultant@Best Bank Option
Verified
Anne Dalfiume is a seasoned financial consultant currently at Best Bank Option. She brings over a decade of experience in the financial industry, providing comprehensive banking and financial solutions to corporate clients. Anne's expertise lies in areas such as loan consultation, process efficiencies and sales. She has held several key roles in reputable banking institutions, where she honed her skills in sales, customer relations, and project management. Anne holds a real estate broker’s license.More...