Joel Penney: A Versatile Finance Executive Driving Strategic Success Across Industries

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    Joel Penney is an accomplished finance executive with a diverse background spanning various industries and roles, showcasing over 14 years of dedicated expertise. Presently serving as the Director of Finance at Advanced Energy, Joel has established a robust legacy of strategic financial leadership.

    His tenure at Novartis Institutes for BioMedical Research (NIBR) witnessed his ascent from Associate Director to Finance Director across Business Development & Licensing and Business Planning & Analysis, displaying his comprehensive grasp of financial intricacies within the biomedical research sector. He demonstrated profound financial acumen during his five-year stint at NIBR.

    Before NIBR, Joel ventured into management consulting at Galt & Company, honing his skills in finance and management strategy. His role as Finance Manager at Raytheon further solidified his expertise in program finance across manufacturing, supply chain, and operations.

    Joel’s journey into finance commenced with Merrill Lynch, where he delved into Global Wealth Management, exhibiting a keen interest in asset class databases and daily fund trading.

    His academic pursuits at Bentley University, earning a BS in Finance, laid the foundation for his distinguished career. Notably, during his tenure at the Rhode Island State Court House, Joel’s innovative tracking system significantly reduced project time by 300%, reflecting his penchant for efficiency and data analysis.

    Apart from his professional commitments, Joel engages actively in community service, having conducted financial audits at Trinity Church and serving as a Juvenile Court Statistical Analyst at the Rhode Island State Court House.

    Joel’s wealth of experience across diverse financial landscapes, from biomedical research to management consulting and program finance, underscores his versatile skill set. His expertise in financial modeling, international negotiations, strategic planning, and cross-functional leadership speaks volumes about his proficiency and adaptability in driving financial success across industries.

    Character: Joel exhibits adaptability and resilience, as evident from his diverse professional journey across various sectors, showcasing a commitment to growth and expertise in navigating complex environments.

    Knowledge: Possessing a robust educational foundation in finance complemented by hands-on experience across roles in financial planning, analysis, international negotiations, and government proposals, Joel demonstrates a deep understanding of financial intricacies across multiple sectors.

    Strategic Acumen: Joel’s career trajectory showcases a consistent pattern of leading and implementing strategic initiatives, evident in his roles directing finance, business planning, and cross-functional teams, highlighting his ability to drive strategic growth and operational excellence.

    Communication: Demonstrating proficiency in communication through collaboration with diverse stakeholders, from presenting audit findings to juvenile court counselors to engaging in international negotiations and articulating complex financial proposals, Joel displays clarity and adaptability in conveying information across various audiences and contexts.


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    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.