Principal Analyst@FINRA (Financial Industry Regulatory Authority)
Verified
Compliance professional with 15 years of regulatory risk management experience at an investment bank, broker-dealer, and insurance company; experience designing and implementing policy governance, advertising review, and regulatory risk management programs for a $240 billion spin-off financial services company.
Structured finance professional with 10+ years of experience as a financial analyst; comprehensive understanding of asset-backed finance, credit derivatives, and sophisticated capital markets financial transactions; background and expertise in portfolio management, credit valuation, compliance, and risk management.
Asset-backed finance quantitative specialist with extensive, in-depth product knowledge of ABS, MBS, CDOs, CLOs, and consumer loan and lease securitizations. Experience designing, developing, testing, and deploying proprietary data management and credit analytics applications.More...
Greg Berger
Retired Senior Operations Officer
Verified
Greg Berger is a retired Senior Operations Officer with over 30 years of experience in analyzing and forecasting international economic and financial trends in the international government sector. During his tenure at the World Bank , Greg developed and implemented the work program of the Audit Committee of the World Bank Executive Board. Known for his strategic vision and collaborative approach, he played a pivotal role in the successful implementation of major international negotiations, including a large capital increase for the World Bank. Now enjoying retirement, Greg remains a sought-after consultant, sharing his expertise with emerging leaders and industry innovators.More...
Chad Snyder
Principal Examiner
Verified
Chad Snyder is a seasoned Principal Examiner with over 25 years of experience in regulation and the financial services industry. He specializes in risk assessment and regulatory compliance, ensuring institutions adhere to the highest standards. Chad holds a Bachelor’s degree from Boston University, and is a Certified Fraud Examiner and Certified Anti-Money Laundering Specialist. He is known for his analytical acumen and leadership skills.More...
Kate Cousins
Human Resources
Verified
Kate Cousins is a seasoned Human Resources professional with over 18 years of experience in performance management and employee relations. Kate holds a Master’s degree in Human Resources Management from the University of Phoenix. Outside of work, she enjoys traveling and volunteering throughout the community.More...
Daya Naef
CEO & Founder@The Success Partner
Verified
I help lawyers build businesses they love (or could easily sell)!
Financially successful 👍
Operationally sound 👍
Innovatively efficient 👍
Aligned with their personal and professional values 👍
As a lawyer-turned-business coach and AI Consultant, I know firsthand how challenging (and rewarding) it is to run a law firm while trying to be a great lawyer, a strong leader, and a whole human being. The truth is that law school doesn’t teach us how to run a business, and even the best legal minds can struggle with growth, leadership, and sustainability.
That’s where I come in. Through The Success Partner and Harborpoint AI, I work directly with small firm owners, managing partners, and ambitious solos to help them make clear, strategic decisions about growth, leadership, and firm culture while staying financially and personally healthy.
What makes me different?
✅ Lawyer to Lawyer. I’ve walked in your shoes, balancing casework, client demands, cash flow, and hiring decisions. I get it.
✅ Practical, Not Fluffy. Every coaching session, CLE, or workshop I lead is built around actionable strategies you can use today, not just theory.
✅ Holistic Growth. Your firm’s success is tied to your well-being. We’ll talk revenue, staffing, tech implementation, and systems, but also stress, burnout, and boundaries.
✅ AI & Innovation Savvy, As moderator of an AI practice group that meets every day, and a certified AI for Business professional, I help lawyers understand and leverage technology to work smarter, not harder.
Who I work with:
Small firm owners looking to grow without chaos
New partners stepping into leadership for the first time
Solos who want to build a sustainable business, not just a job
Lawyers navigating major transitions: succession, expansion, partnership shifts
Others, like YOU! 🙂
My Mission
To help lawyers take control of their practices, making smart, confident decisions about growth, leadership, and innovation so they can build profitable, purpose-driven firms without burning out or losing themselves alongMore...
Caspar Stuart
Senior Principal@STUART Design LLC
Verified
In the 20+ years I’ve been a designer, I have established myself as a strategic problem solver that can bring complex concepts to life or tell compelling stories through design.More...
Joe D
Freelancer
Verified
Financial professional with several years of investment banking and business development experience.More...
Alexandra Goldstein
Special Projects Manager@Coalition, Inc.
Verified
Operations, GTM, and special projects professional with experience in insurance companies (legacy carriers, startups, insurtech) and other financial services organizations. My experience is vast and varied, but I am always looking to try something new, so I look forward to seeing what is next for me & how we can work together to create something great!More...
Ron Smith
Senior Software Engineer/Architect@WV Best Technology
Verified
I am a highly experienced Senior Software Engineer and Architect. With an impressive career spanning over four decades, I have developed a reputation for my exceptional skills in software development, system architecture, and project management. My expertise includes proficiency in multiple programming languages and platforms as well as a keen understanding of user experience and interface design. My innovative approach to problem-solving and commitment to delivering high-quality and efficient solutions has made me a valuable asset to many companies and development teams.More...
Daya Naef
CEO@The Success Partner
Verified
Fractional Business Advisor,
Attorney, Artist 🐈 MomMore...
Tara Dale
Business Operations and Finance@TDC, LLC
Verified
My passion is to leverage innovative technology and industry best practices for operations management to transform key business, IT, finance, and other internal business processes. My drive for continuous improvement has led me to pursue Agile, Lean, and Six Sigma. This level of expertise enables me to deliver tens of millions of dollar of cost savings, enhance project execution quality, modernize IT infrastructure, and strengthen operations management. Additionally, I have proven success building and refining PMOs.More...