Over 20 years of extensive experience in Asset Management, Alternatives, Structured Products, Banking and Insurance
products with a successful track record of increased enterprise market share by cultivating Ultra High Net-Worth relationships
(AUM of $20MM+), leading teams, driving key results, delivering client solutions and operational excellence. Furthermore, I
have equally dedicated years to adapting technologies since the inception of my career in Finance to substantiate overall
enterprise market share.More...
Heather Carrier
Client service associate@Stifel Financial Corp.
Verified
Andrea Cover
Bookkeeper
Verified
Aspiring Bookkeeper, interested in accounting, bookkeeping, and generally playing with numbers.More...
Adam Donaldson
Associate@Lasalle Investment Management
Verified
Adam Donaldson is a seasoned professional currently serving as an Associate at Lasalle Investment Management company. He is highly experienced in the real estate investment management industry, with a particular focus on portfolio management, strategic planning, and risk management. Adam is known for his analytical skills, business acumen, and ability to deliver results in high-pressure situations. Before joining Lasalle, he held various roles in finance and real estate, honing his expertise in investment strategies and financial analysis. Adam holds a degree in Finance, bolstering his practical experience with a strong academic foundation. He is a dedicated, results-driven professional committed to driving growth and enhancing portfolio performance at Lasalle Investment Management.More...
Andre Bodo
Financial Planning & Analysis Manager@Miovision
Verified
Financial modelling and valuation expert with over 4 years working with institutional investors, providing in-depth company analytics to drive investment decisions for hedge funds, private equity and wealth managers. Experience preparing budgets and financial forecasts for corporations, and presenting complex financial information to board teams. Experience with integrating acquisitions and NetSuite.More...
Nick Coulson
Emerging Ecosystem Partnerships@Datavant
Verified
Deep expertise as a SaaS operator and go-to-market leader carrying eight figure quotas with proven success in enterprise sales, business development, M&A execution, digital transformation strategy and experience management consulting.
Flagged as a key employee through two acquisitions, team leader, analyst, sales mentor, and coach who advises teams and technology leaders through transformational growth with a track record of driving up-market expansion and exit outcomes.
Experience includes Investment Banking in NYC, first external Business Development hire at inc 500’s 2015 fastest-growing software co, leading sales and exiting a private, bootstrapped, SaaS business to NASDAQ: MNTV and supporting post-acquisition, go-to-market and XM teams to drive growth as a front line sales manager, strategy advisor, sales engineer, digital CX subject matter expert, sales enablement and solutions architect.More...
Casey Egan
Verified
Experienced Business Professional | Social Media Manager | Community Builder
I am a well-traveled business professional with a degree in Business Studies and over 5 years of experience as a Personal and Executive Assistant in administration. After spending 2 years in Toronto, I am now residing in Spain, where I continue to expand my skills and expertise.
As a Social Media Manager, I oversee several accounts, including my own successful female-driven business that began in Toronto and has since grown globally, with communities in Toronto, Spain, and Dublin. I’m also a producer and co-host of a podcast, with years of experience in content creation, strategy, and production.
With a passion for building strong connections and empowering women, I bring creativity, leadership, and vision to everything I do. I am always eager to collaborate on exciting projects and contribute to innovative initiatives.More...