Mahes has spent the past 20 years in Financial Services, the last decade supporting a major banking institution grow their footprint in the Southwest. He recently struck out on his own with a number of former colleagues to help support advisor independence at Juncture Wealth Strategies. Prior to rejoining Wells…
Maggie Sprenger is co-founder and managing director of Green Cow Venture Capital, a $50 million early-stage venture fund that backs companies seeking to change the landscape by addressing issues such as world inefficiency and scarcity. With more than 15 years of experience in venture and real estate investment, Maggie leverages…
During the decision-making process, devote as much time as you can to brainstorming with your team before making a final decision. Diversity of thought is always beneficial to a business. Baldo Sansó is President of Tracia Hong Kong, a legacy asset management firm in Hong Kong. Tracia provides consultancy…
Ben is the founder of truefees.com. It is a finance startup that helps consumers start a better bank relationship by focusing on fee transparency. The end goal of TrueFees is to make it easier for consumers to connect with their next financial institution through the use of technology and transparency….
When we are open to innovation, we shift our focus to new methods in order to achieve our goals more efficiently. Matthew Leebow is the founder and CEO of Affirmed Equities, a vertically integrated private equity holding company that focuses on steel, real estate development and technology, based in…
Aaron Lazor is the CEO and co-founder of Finscend. A Chicago native, he holds a B.A. in economics from the University of Illinois. He previously worked for five years as an Assistant Vice President at Chase Bank and has ten years of experience as a Chief Financial Officer, Chief Operations…
Don’t be afraid of rapid experimentation – yes, you will fail sometimes, but this will ultimately set you on the right path. Nish is the Chairman and Co-founder of blockchain group Finboot, the SaaS company behind MARCO, a unique enterprise-grade suite of blockchain applications and middleware solutions for value…
Life goes on and you can survive any failure, and if you learn from your mistakes, you will come out even stronger and more resilient than before. Frank Zweegers is a highly successful businessman and entrepreneur. He was born in the south of the Netherlands to a family of…
Olivia Whipple is the owner and co-founder at The Audit Library. Olivia has over fifteen years of financial institution and audit industry experience. Unable to find a solution for templates and the other required documents she needed as an audit leader, resulting in lost productivity when these were developed in-house,…
Theron McCollough is an accomplished entrepreneur with over a decade of experience in addressing the behaviors that promote company value, help startups reach strategic goals and increase venture success. Having sold his first company in 2010, Theron’s knowledge and proficiency in business development, content creation, product management, sales and marketing…
If you’re going to do something, do something you’re passionate about. Born and raised in Brooklyn, New York, Frank Caputo has always had an interest in finance, economics, and investments. Caputo went to Hofstra University in New York where he received his BA in business management. Afterwards, Frank went…