Ike Orji is a dynamic Software Engineer II at Wells Fargo, where he specializes in developing innovative financial software solutions that enhance customer experience and streamline operations. With over five years of experience in the tech industry, Ike has a proven track record of delivering high-quality, scalable applications by leveraging cutting-edge technologies. He is passionate about integrating AI and machine learning into banking systems to drive efficiency and security. Outside of work, Ike is an advocate for tech education and mentors aspiring developers through community workshops and online platforms.More...
Jennifer Roques
Software Engineer@Wells Fargo Advisors
Verified
I’m a full-stack Software Engineer with 5+ years of experience building thoughtful, scalable solutions across the stack. I’ve led collaborative teams, shipped products from the ground up, and thrive at the intersection of clean code and real-world impact. Whether mentoring teammates or architecting systems, I’m driven by curiosity, clarity, and making tech that truly helps people.More...
John Jacob
Financial Advisor@Wells Fargo Advisors
Verified
26 years in the financial services industry.More...
Anthony Italiano
First Vice President@Wells Fargo Advisors
Verified
Over 25 years in financial services. Focus on electronic trading and risk management. Have recently finished a multi-year contract with a lighting agency helping them identify business and operational risks. Implemented solutions that reduced order error and saved over $3MM.
Very adept at building efficiency using technology and process management.More...
I am an experienced financial industry professional with a strong foundation in FINRA compliance and regulatory affairs, specializing in managing escalations and resolving complex financial issues while delivering exceptional customer service.
Over the years, I have developed a keen ability to work with clients in all stages of wealth, providing personalized support and ensuring they have a clear understanding of how regulatory frameworks like FINRA and SEC apply to their financial goals.
In my current role at Wells Fargo Advisors, I perform in-depth research on intricate financial transactions, ensuring that every action is not only compliant with internal policies and external regulations but also meets the unique needs of the clients I serve. I excel at identifying regulatory risks while offering proactive recommendations that protect clients and maintain their trust in the integrity of our services.
What drives me is my passion for delivering high-quality financial solutions, ensuring operational integrity, and fostering a culture of compliance that prioritizes the client experience. I thrive in fast-paced environments, using my expertise in risk management, policy evaluation, and collaboration to provide seamless, customer-centric support and resolution.
Whether I’m educating clients on regulatory requirements, guiding them through complex financial decisions, or staying ahead of evolving regulations, my commitment is to maintaining the highest standards of compliance while ensuring clients feel confident and supported throughout their financial journey.More...
Melisa Link
Senior Market Administrator@Wells Fargo Advisors
Verified
Over 20 years of professional experience including, sales, marketing, event planning, supporting CSuite executives and much more!More...
Connie Rippee
Creative Director@Creative Oxygen
Verified
A passionate, people first, results-driven designer with proven expertise in creative leadership, digital design, social media, website design, UX/UI and print media.
I specialize in crafting impactful, user-centered design solutions that elevate brand identity, enhance digital experiences, and drive measurable business growth.
Always exploring the latest in design trends and AI-driven tools, I bring a forward-thinking approach to every creative challenge.
And I can't wait to work with you soon!More...
Manuel Calero
Principal Family Office
Verified
I am a senior international family office executive with 20+ years of domestic and global experience.
Throughout the years, I have leveraged special expertise in UHNW family office design, structure and operation.
I developed a matrix for the structuring and operation of a complete family office.
My expertise includes the structuring of Family Governance, wealth management, foundations and philanthropy, personnel administration, real estate, estate planning, management of luxury assets, and running an operating domestic and international businesses.More...
Muhammad Malik Malik
Client Relations Manager@Stifel Financial Corp.
Verified
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...
Mark Kantner
IT Risk Compliance Analyst | SharePoint Administrator |Content Manager
Verified
This executive summary presents a brief overview of the IT risk compliance, SharePoint administration, and content management tasks carried out by Mark Kantner. As an IT Risk Compliance Analyst, Mark is responsible for identifying and assessing potential IT risks and implementing strategies to mitigate them. He ensures that the organization's IT systems comply with relevant laws and regulations.
In his role as a SharePoint Administrator, Mark oversees the SharePoint Online and On-Premises environments, managing system security, architecture, and overall performance. He also troubleshoots issues, performs system updates, and provides user training.
As a Content Manager, Mark oversees the creation, editing, posting, and updating of online content. He uses content management systems to organize and ensure consistent, high-quality content across various platforms. His role also involves optimizing content for SEO, managing a content team, and collaborating with other departments to deliver effective content strategies.
In all his roles, Mark emphasizes efficiency, security, and compliance, ensuring that the organization's IT and contentMore...
Eric Hall
CEO & Founder@AlignX
Verified
Eric Hall is a seasoned entrepreneur and business leader, currently serving as the CEO and Founder of AlignX, a company focused on providing innovative solutions for businesses. With a strong background in business management and strategic planning, Hall has dedicated his career to helping businesses achieve success through improved efficiency and alignment.
Prior to founding AlignX, Hall held numerous leadership and management roles in various industries, where he garnered a wealth of experience and knowledge. His entrepreneurial spirit, coupled with his profound understanding of business operations, led him to establish AlignX.
Hall's leadership style is characterized by his commitment to fostering a collaborative and transparent work environment. He believes in the power of alignment, not just in business strategy, but also in team dynamics, and this philosophy is deeply embedded in AlignX’s culture.
Hall holds a degree in Business Administration, further solidifying his expertise in the field. With his impressive track record and passion for business development, Eric Hall continues to lead AlignX towards new heights of success.More...
David Kelen
Financial Counselor@R1 RCM
Verified
I worked in the financial services industry for 15 years and as a financial advisor for 6. I recently transitioned to Financial Counselor to give myself more peace. I have a MBA and BA.More...
Joseph B
Student@Paris Saclay
Verified
Joseph Hempel
President@Smart Staffing
Verified
Smart Staffing / Smart Resources has experienced significant growth in the last quarter.
This was not the case when I took over this vertical at the end of 2022. Which had lost revenue due to a massive lack in diversification in client make-up.
This is largely due to our successful guerilla sales activities and brand recognition marketing strategies. We also emphasize high-quality service delivery, by coaching our staff to make attention to detail, urgency, and high communication with our clients out montra.
However, there are challenges in managing the growing workload and maintaining service quality. We have leveraged AI, and powerful tools that allow us to stay centered on our customer experience. In staffing, that's both paying clients and the associates we place at our clients. Our purpose is to build people, align with customers, innovate, disrupt labor services, and then teach our people to give back. We donate a percentage of EBITDA that's managed by a committee of internal employees.
Additionally, we have identified potential markets for expansion, which could further increase our client base and revenue. We are also pursuing acquisitions to put fuel on the expansion fire.More...
Tanya Frias
Head of wealth@Wealthmore
Verified
Accomplished fintech consultant and strategic leader with over 20 years of experience in financial advisory and operations management. Proven expertise in guiding early-stage fintech startups, enhancing financial inclusivity, and driving technological advancements.
Co-founded Freeman Capital, growing the client base 30% month-over-month and reducing customer debt by 30%. Successfully partnered with product, technology, and marketing teams to enhance financial planning solutions. Extensive experience in wealth management with firms like Prudential, Merrill Lynch, JP Morgan, HSBC, and Wells Fargo, focusing on high-net-worth clients and institutional portfolio management.
Recent Executive MBA graduate from Kellogg School of Management, with a certificate in Product Management.More...
Cindi Cadet-Washington
Administrative Director@Cindi Cadet LLC
Verified
Cindi Cadet-Washington, as the Administrative Director, you play a pivotal role in the overall management and success of the organization. Your responsibilities include overseeing daily operations, managing staff, and ensuring that the organization is running efficiently. You are also in charge of developing and implementing administrative policies and procedures, as well as coordinating with other departments to ensure that all areas of the organization are working together effectively. Your role also involves budget management, resource allocation, and strategic planning. Your leadership, decision-making skills, and extensive experience in administrative roles are critical to the success of the organization.
SUMMARY OF PROFESSIONAL QUALIFICATIONS
● Experienced Real Estate Sales within residential capacity
● Extensive background in developing relationships and encouraging client interaction
● Superb written and oral communication skills
● Organizational,Strategic Planning and Business Development skills
● Overall Executive Administrative and Operational client service support and coordination
● Liaison between a wide array of internal and external contacts including Senior
Management, Financial Advisor, Broker and internal departments, etc.
● Contract negotiation and compliance
● Experienced Management abilities and administering all parts of start up company from
overseeing daily operations, marketing, event coordinating, business deals and reports directly to CEOMore...