Jon Helm is a seasoned Senior Wealth Manager at Raymond James Ltd., where he has expertly guided high-net-worth clients for over two decades. With a keen eye for market trends and a deep understanding of diverse investment portfolios, Jon has consistently delivered exceptional financial growth and stability for his clientele. His strategic approach and personalized service have earned him a reputation for excellence and trust within the industry. Outside of his professional life, Jon is an avid supporter of financial literacy initiatives and political engagement, passionately volunteering his time to educate young adults on the importance of sound financial planning and civic involvement.More...
Pip Coleshill
Consultant@None at the moment
Verified
Pip Coleshill is a dynamic Consultant with a passion for driving completion of key projects and ensuring robust governance. With a c-suite background in operations, compliance, risk and business development, as well as significant experience providing strategic direction for businesses, Pip excels at transforming challenges into opportunities for growth and bringing a team on the journey. Known for her collaborative approach and keen analytical skills, Pip has successfully led teams to achieve outstanding results across jurisdictions and business models. Pip has a keen focus of Corporate governance, compliance frameworks, corporate secretarial structures to ensure robust record keeping to help businesses succeed in their goals. Outside of work, Pip enjoys being creative, cooking, walking and time with her daughters.More...
Sarah Hammond
Regulatory Risk Management and Financial Crimes Specialist@Hammond Consulting Services, LLC
Verified
Sarah Hammond is a highly experienced Regulatory Risk Management and Financial Crimes Specialist currently working at her own firm, Hammond Consulting Services, LLC. Throughout her career, she has demonstrated exceptional knowledge in financial regulations, anti-money laundering, and financial crimes, with a key focus on risk management. Sarah has a proven track record of implementing effective strategies to identify and mitigate regulatory risk. Her deep understanding of financial systems and expertise in detecting and preventing financial crimes have made her a sought-after expert in her field. Sarah is committed to maintaining the highest standards of regulatory compliance and integrity in the financial industry.More...
Rebecca Richards
Financial Associate in Brokerage@Fidelity Investments
Verified
Rebecca Richards is a seasoned Financial Associate at Fidelity Investments, working within the Brokerage sector. She brings to the table a wealth of experience in financial services, stock trading and portfolio management. Rebecca earned her degree in Finance from a reputable university and has since then been leveraging her skills to deliver excellent financial advice and strategic investment solutions to clients at Fidelity. She has a demonstrated history in managing financial assets and helping clients reach their financial goals. Rebecca is known for her analytical skills, attention to detail, and commitment to customer satisfaction.More...
Brian Gardner
Product Manager@Citi
Verified
Product Manager, Business Analyst, and Data Analyst with 18 years of experience.
Author and illustrator of two children’s booksMore...
Kim Peterson
Founder@Nomadic Nerd
Verified
Experienced strategist, leader, innovator and professionalMore...
Ian Lewer
Funding Specialist & Mentor / CSM Manager / AI Bot Passive Income strategies@Business Loan Broker & Mentor
Verified
I do many things.
1. You know businesses owners that require access to capital and have a hard time getting credit funding approved by their bank, I help with that.
My Company gets our clients anywhere from $100k to $350k in personal and business credit funding.
2. I teach US Based clients to set up a business loan broker business.
3. I help US Based clients land a role as a CSM.
4. I offer passive income opportunities through algorithmic trading strategies. Generating 2-4% monthly returns.More...
Nataliya Khylenko
Management Consultant@KhylenCo
Verified
Nataliya Khylenko has been instrumental in guiding businesses towards operational efficiency and profitability. With her expertise in strategic planning, process improvement, and change management, she has helped clients optimize their resources and achieve their goals. She has a proven track record in providing innovative solutions to complex business challenges. Her leadership and analytical skills, coupled with her ability to build strong relationships, have made her a trusted advisor to many organizations.More...
Jennifer Reed
Process Engineer@LPL Financial
Verified
Jennifer Reed, as a Process Engineer at LPL Financial, is responsible for analyzing, designing, and implementing process improvements to enhance productivity, efficiency, and overall business performance. She utilizes her engineering skills to streamline operations and reduce costs, while ensuring compliance with industry regulations and standards. Her role is pivotal in driving operational excellence, improving client satisfaction, and achieving strategic business objectives. Jennifer's expertise in process engineering helps LPL Financial to maintain its competitive edge and deliver superior financial services to its clients.More...