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    Bill Graham: Driving Strategic Transformation in Financial Services and Asset Management

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    Bill Graham, an accomplished executive hailing from Red Deer, Alberta, boasts a robust career trajectory defined by his strategic prowess and entrepreneurial drive within the financial services and asset management sectors. With a steadfast commitment to achieving outstanding results, Bill has garnered acclaim for his transformative leadership and ability to navigate complex business landscapes.

    Since assuming the role of Chief Executive Officer at Brookstone Investment Corporation in February 2021, Bill has orchestrated a comprehensive turnaround strategy aimed at revitalizing the company’s commercial real estate investment portfolio. Tasked with enhancing shareholder value, he has meticulously overseen the restructuring of balance sheets, operational frameworks, and financial reporting systems. Under his guidance, Brookstone has achieved substantial milestones, including expanding its income-producing asset base, fostering sustainable profitability, and instituting a quarterly dividend for its shareholders. Bill’s strategic initiatives also encompassed divesting of non-core assets, leading a rebranding initiative, revitalizing commercial mortgage relationships, and implementing state-of-the-art software solutions to streamline operations.

    Prior to his tenure at Brookstone, Bill served as the Director, President, and CEO of Rifco Inc. from September 2004 to December 2020. Here, he not only founded the company, he steered the company through pivotal phases, including its evolution from a private entity to a publicly traded company specializing in subprime auto loans. Bill’s visionary leadership was instrumental in navigating the company through economic uncertainties, such as the credit crisis and fluctuations in energy prices, while positioning Rifco as a prominent player in its industry. His strategic acumen was evident in the development and execution of business plans that emphasized data-driven decision-making and operational efficiency. Moreover, he played a pivotal role in managing stakeholder relations and ensuring compliance with stringent regulatory requirements.  Rifco Inc was purchased in early 2022 for an enterprise value exceeding $200MM.

    Throughout his career, Bill has been a catalyst for innovation, leading major projects that involved large-scale data conversions, software implementations, and operational expansions. His adeptness in financial management, coupled with a keen understanding of risk mitigation strategies, has consistently driven organizational growth and profitability.

    Beyond his corporate endeavors, Bill has been actively involved in community initiatives, serving as the Volunteer Club President for the Central Alberta Kings Volleyball Club and as the Volunteer Board Chair for the Red Deer Downtown Business Association. His contributions have significantly enhanced community engagement and economic development initiatives in Central Alberta.

    Bill Graham’s achievements have been recognized with prestigious accolades, including being named a finalist for Entrepreneur of the Year by Ernst & Young in 2010. His educational background includes a Bachelor of Education from the University of Alberta, underscoring his commitment to continuous learning and professional development.

    In essence, Bill Graham epitomizes the qualities of a visionary leader who combines strategic foresight with operational excellence, driving sustainable growth and value creation across diverse business environments while making a meaningful impact on his community and industry at large.

    Character: Bill Graham embodies integrity, dependability, and loyalty, crucial traits that underpin his leadership in financial services.

    Knowledge: With a deep understanding of financial markets and asset management, Bill leverages his expertise to navigate complex business landscapes effectively.

    Strategic: Bill Graham is adept at developing and executing strategic plans that drive organizational growth and profitability, evidenced by his successful leadership at Rifco National Auto Finance and Brookstone Investment Corporation.

    Communication: Known for his effective communication skills, Bill ensures clear articulation of vision, mission, and goals, fostering strong relationships with stakeholders and achieving operational excellence.

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    Lisa
    Lisahttps://boardsi.com
    Lisa Williams is a versatile professional with a strong track record in marketing, business ownership, and interior design. Currently, as the Marketing Director at Boardsi since February 2021, she has been a driving force behind the company's branding and strategy. Her creative vision and strategic insight have been instrumental in Boardsi's growth and success. With a history of entrepreneurial ventures, Lisa owned Tootsies Shoes, a boutique from February 2017 to September 2019, where she managed sales, accounts, buying, and merchandising. Earlier, at Pottery Barn, she excelled as a Sales and Interior Design Specialist from February 2008 to May 2016, bringing her talent for creating appealing living spaces and exceptional customer service. Lisa's educational foundation was laid at California State University, Chico, where she earned her bachelor's degree in Interior Design in 2004, coupled with active involvement in the Alpha Delta Pi Sorority.