O’Maar Lewis is a seasoned professional in financial management, formerly a Portfolio Manager at PIMCO. He is adept at risk management, portfolio optimization, and investment strategies. Prior to his role at PIMCO, O’Maar gained valuable experience in the financial sector through various roles including trading at BofA Securities. O’Maar holds a Bachelors Degree in Finance.More...
Kofi Sakyi
Account Manager@PIMCO
Verified
I am an account manager at PIMCO where we serve institutional clients. In collaboration with team members, we manage over 100 client relationships with combined PIMCO aim of $2bn.More...
Michael Whitman
Treasury & Operations@PIMCO
Verified
Michael Whitman is a seasoned professional with extensive experience in Treasury and Operations. He has honed his skills in various industries, with a particular focus on financial services. With a deep understanding of operational efficiencies and team collaboration, Michael has made significant contributions to the companies he has worked for. His expertise also extends to areas such as process improvement, strategic planning, and project management. He is recognized for his strategic vision and ability to tackle complex operational challenges. Michael holds an MBA in finance and has over 25 year of experience. He is a passionate leader, always striving for operational excellence and fiscal responsibility.More...
Reagan Berkley
Vice President, Human Resources
Verified
I foster transformative change and create human resource programs for high growth industry leaders. With more than 15 years of experience, I have developed and implemented leading policies and principles that support companies mission and values, and enable its global expansion and performance.
My core competencies include talent acquisition, development, and retention, as well as operational efficiency, compliance, and communication. I partner with senior leadership and the global HR team to build and maintain world-class teams and foster collaborative and inclusive cultures.More...
Alan Wepener
CEO & Founder@Svantero
Verified
Over twenty years of experience in Investment Banking, Asset Management and digital assets gained at institutions like JP Morgan, PIMCO Asset Management and CEX.io where he was Managing Director and Chairman. He is a certified anti-money laundering specialist with an MBA in Strategic Planning, and has extensive experience in financial derivatives trading, cryptocurrency, portfolio management and regulatory compliance.
Alan is currently the CEO and Founder of Svantero, a sustainability company that is industrialising carbon credit production and building the world's first decentralised exchange for spot and derivative carbon financial productsMore...
Aynsley Clements
CEO | Head of Home, Kids & Life | Communications, Client Service & Account Management Expert
Verified
For nearly a decade, I’ve been running the most high-stakes, high-reward operation out there—my family. As the CEO of my home, I’ve built a thriving ecosystem where my three kids dominate both academically and athletically, fueled by my relentless drive to push, support, and challenge them to be their best. Beyond my own four walls, I’ve been a powerhouse in my community—volunteering, leading school events, and bringing people together. Whether it’s organizing, hosting, or making connections, I thrive on creating strong networks and meaningful experiences. Now, I’m taking my ability to manage, strategize, and execute to new arenas—leveraging my skills in wealth management, account management, and beyond. Because once you’ve mastered the chaos of life at the highest level, there’s no challenge too big to take on.More...
Cody Zindler
Founder@STUDIOi
Verified
STUDIOi is a boutique consulting firm dedicated to coaching small businesses in areas that matter to them, ultimately empowering them to fulfill on their purpose. STUIDOi was founded as an extension of my life’s work of over 20 years in the investment world where I trained and developed independent financial advisors to grow their businesses. Now, I assist clients in many business types by creating an environment of accountability through coaching.More...
Jake deSousa
Financial Marketing
Verified
Senior leader with 17 years of Sales and Marketing experience within asset management.
Mutual Funds | ETFs | SMAs | Alts | Private EquityMore...