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    Jeffrey Recht: A Leader in Finance, Technology, and Advocacy

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    Jeffrey Recht is a highly accomplished financial analyst whose illustrious career spans over five decades, marked by a diverse array of roles and significant contributions across various sectors. As a former co-chairperson of California Healthy Workplace Advocates, Jeffrey demonstrated exemplary leadership and dedication in championing the cause of ending workplace bullying in the state. In this capacity, Jeffrey not only facilitated monthly meetings but also orchestrated initiatives to equip members with the tools necessary for effective advocacy, such as securing guest speakers and sharing invaluable insights drawn from addressing abusive workplace behavior during their tenure within the Civil Service corps of state workers.

    With a solid foundation in both financial and technical analytical skills, Jeffrey successfully managed a small Financial Analytical Firm, where they oversaw a team of up to 10 employees and 10 contractors. Under their guidance, the firm cultivated a stellar client roster and maintained strict adherence to SEC and NASD rules and regulations, solidifying its reputation for excellence within the industry.

    Jeffrey’s professional journey also encompasses a tenure as the CEO of a software programming company and a nearly two-decade-long service to the State of California, during which they were appointed for their financial expertise to spearhead the modernization of fiscal control applications. Their commitment to combating workplace abuse extended beyond advocacy efforts, as they tirelessly worked to effect change at the legislative level, lobbying in the California Legislature for policy reforms aimed at safeguarding workers’ rights.

    In addition to their advocacy endeavors, Jeffrey possesses extensive expertise in various domains, including cash flow analysis, technical analysis, investment analysis, public and private offerings, corporate formations, and business planning. Their multifaceted skill set has enabled them to make significant and lasting contributions to both the finance and technology sectors.

    Throughout their career, Jeffrey has been the recipient of numerous accolades and recognition, including awards from organizations such as the Service Employees International Union Local 1000 and the State Water Resources Control Board, underscoring their exceptional leadership and advocacy efforts.

    Currently retired, Jeffrey continues to remain actively engaged in their community, leveraging their strategic planning acumen and financial expertise to drive positive change and empower individuals and organizations alike. Their unwavering commitment to ethical principles, coupled with their unparalleled dedication to excellence, positions Jeffrey Recht as a highly respected and invaluable professional within their respective industries.

    Character: Jeffrey Recht upholds strong ethical principles and demonstrates unwavering integrity in all endeavors.

    Knowledge: Possessing extensive financial expertise and a deep understanding of technology, Jeffrey excels in various domains such as cash flow analysis, investment analysis, and corporate formations.

    Strategic: Displaying exceptional strategic planning and foresight, Jeffrey exhibits a talent for forward-thinking and long-term vision, driving positive change within their field.

    Communication: Possessing excellent communication skills, Jeffrey articulates ideas and concepts clearly and effectively, facilitating productive dialogue and collaboration within their professional engagements.

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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.