20 years in wealth management with key focus on client management.More...
Andrew Victor
Financial Advisor@UBS Wealth Management
Verified
I am a financial advisor. I specialize in financial planning and creating investment strategies tailored to clients goals, risk tolerance, among other variables. I have experience working with teams and individually in sales and performance driven roles. I help bring clients solutions with their investments to bring them closer to their goals and build them a financial plan.More...
Rolando Azpurua
Cybersecurity Analyst@Starbucks Coffee Company
Verified
Seasoned Cybersecurity, Information Risk, manager, consultant and Subject Matter Expert. 25 years of Information Security Officer type roles. Problem solver, from architecture to engineering. Skilled in governance, compliance, third-party assessments, incident response, and security strategy. Proven ability to lead complex projects, advise executives, and align security initiatives with business goals.More...
Michelle Brooks
Resilient expert
Verified
Michelle Brooks is a seasoned Resilient Expert with decades of experience in strategies involving the real world and "that's life". In addition, her background involves 20 years in the financial industry in an administrative capacity. Michelle received her series 7 and series 63 allowing her more responsibility and duties while being employed by Merrill Lynch and UBS. She assisted in maintaining a client base with over $200 million in assets. Michelle's favorite part of her day was her contactand comversations with the clients.
On her off time, Michelle enjoys reading, walking and spending time with her family.More...
Tara Copas
Sustainability Consultant
Verified
Tara Copas is a dynamic Leader with 24 Years experience in Business Development and Program Management and 7 years in Sustainability. She is a highly versatile and experienced sustainability leader offering expertise in ESG/sustainability strategy development, sustainability reporting frameworks, and sustainability consulting. She has a proven track-record of driving client success and implementing innovative solutions that increase efficiencies, expand margins, and increase revenues.More...
Laura Bscher
Associate Partner@Bain & Company
Verified
Laura Bscher is currently an Associate Partner at Bain & Company. She has extensive experience in the consulting industry, primarily focusing on private equity clients with an industry focus on consumer goods and retail as well as service companies (b2b and b2c). Laura has a proven track record of successfully leading teams of out to 10 people and delivering impactful resultsMore...
Natalia Friedrich
Relationship Manager@Julius Baer
Verified
As a Relationship Manager at Julius Baer, Natalia Friedrich has successfully nurtured and managed key client relationships, leading to increased client satisfaction and retention. She has demonstrated excellent communication and negotiation skills, along with a deep understanding of financial markets. Natalia has also been instrumental in developing and implementing relationship management strategies that have significantly contributed to the company's growth and profitability.More...
Mark Katz
CIO
Verified
Mark Katz stands at the forefront of technology leadership, boasting over two decades of experience across various industries, including high-stakes roles in finance, insurance, media, and pharmaceutical sectors. Renowned for his transformative leadership, Katz has distinguished himself as a catalyst for digital innovation and organizational cultural evolution. He earned the "Voice of Truth" moniker for his unwavering commitment to transparency, honesty, and integrity.
At the cutting edge of the startup ecosystem, Katz currently propels growth at SWITCHCHORD, a dynamic pre-seed music media venture, through strategic capital acquisition and comprehensive project management. His tenure at RYLTI, a series B-funded startup, showcased his versatility in roles spanning advisory, project management, and business development, with a keen focus on project delivery and risk assessment.
Previously, as a Senior Principal at HP Marin Group, Katz delivered expert CIO advisory services, guiding firms in finance, insurance, manufacturing, and media through complex digital landscapes. His visionary leadership as CIO for ASCAP led to groundbreaking achievements, including the pioneering adoption of Open Space Agile and developing a cutting-edge performance matching system, resulting in a CIO 100 Award and a 600% increase in performance metrics.
Katz's leadership philosophy transcends conventional boundaries, advocating for a cohesive, business-aligned approach that fosters collaboration, continuous learning, and innovation. His early career, enriched by management training at Chemical Bank, laid the groundwork for a storied career, including rapid post-crisis recovery efforts and leading a critical IPO carve-out for Syncora Guarantee from XL Capital.
Holding master's degrees from the University of Chicago and Columbia University and a Bachelor of Arts from SUNY Binghamton University, Katz is not only a strategic thinker but also a thought leader and published author. He contributes insights to Financial Technology Today and FoMore...
Olive Haye
ESG and Cultural Industry Specialist@Boston Consulting Group (BCG)
Verified
I am a passionate advocate of private market's power to create meaningful financial gains and social change by incorporating socially responsible tenets throughout an investment's lifecycle. With over 10 years of work experience in finance and consulting, I am passionate about helping private sector clients become socially transformative businesses that create both value and impact.
In today's investment climate, our ability to meet stakeholder demands, access capital, win deals and compete for talent is increasingly contingent on progress against globally accepted ESG metrics. I bring a track record of integrating material ESG considerations into investment decisions to help manage risks and create long-term value for both investors and society. I have a significant experience successfully identifying and closing gaps left by existing ESG frameworks (PRI, TCFD, GRI, SASB, SFDR, etc.), allowing financial institutions to better understand their implications across the value chain by clearly articulating themes.
As a Global ESG Manager at Boston Consulting Group, I work with Fortune 500 clients across various industries, such as banking, energy, and real estate, to prioritize and execute ESG initiatives that align with their core business lines and strategic goals. In my current role, I provide expertise and insights on the social dimension of environmental, social, and governance (ESG) topics, and assist clients in determining and implementing the most effective and profitable solutions.More...
Gabriele Pietz-Vogel
Project Manager / Fractional Chief of Staff@Stonebirds Enterprises
Verified
Stonebirds Enterprises has seen significant progress in its projects under Gabriele Pietz-Vogel's leadership. As the Project Manager and Fractional Chief of Staff, her strategic decision-making and efficient resource allocation have greatly contributed to the successful execution of key projects. Her ability to align team members towards common goals and her expertise in risk management have been instrumental in mitigating project challenges. Moving forward, we aim to leverage her skills in further enhancing project efficiency and fostering a productive work environment.More...
Clifford Jones
Owner, Photographer, Writer, Visual Artist@Clifford Jones Photography
Verified
Clifford Jones is the Founder and Managing Partner of Clarity Strategic Coaching, LLC. With over two decades of experience in coaching and leadership development, Clifford has proven expertise in helping business leaders and teams achieve their highest potential.
His strategic business development coaching approach focuses on practical strategies and clear action plans, which has earned him recognition in the field. Clifford has authored or co-authored five books and worked with world-famous leaders, including Deepak Chopra, Ken Blanchard, and Harvey Mackay.
Before establishing Clarity Strategic Coaching, Clifford Jones amassed a wealth of experience in the corporate sector, holding various leadership roles. This invaluable experience now serves as a guiding light for his clients, propelling them towards success.
Clifford's unwavering vision and commitment to personal and professional development continue to be the driving force behind his company's success.More...