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Tag: capital markets

Elven Riley: Architect of Transformation and Innovation

After more than five decades of experience at the intersection of technology, finance, and education, I’m excited to share my professional executive biography. It reflects my passion for transformation, my global consulting work, and my academic leadership at Seton Hall. I'm actively seeking new board opportunities where I can contribute to strategic innovation and effective governance. Here is my biography.

Mark Charles

After decades of leading in capital markets, structured finance, and investment strategy, I’m excited to share my executive biography. I’ve led syndications totaling over $12B, contributed to board governance initiatives, and remain passionate about mentorship and long-term value creation. If you're looking to collaborate, advise, or connect, here is my biography.

Michael A. Cacouris | Finance Executive with Startup and Manufacturing Experience.

Michael A. Cacouris is a seasoned financial executive with over 35 years of experience in corporate finance, investment management, and restructuring. With a strong foundation in both fixed income and equity markets, he has led financial turnarounds, scaled businesses, and optimized capital structures across financial services, manufacturing, and technology startups. As a former co-CEO, hedge fund leader, and municipal finance advisor, Michael brings a unique blend of strategic vision, operational expertise, and risk management acumen to organizations seeking growth and stability. Fluent in French and Greek with international experience in Europe, he is a dynamic leader committed to driving financial and operational excellence.

Sherman Boone: Bridging Policy, Regulation and International Finance for a More  Resilient Global Economy.

I’m excited to share my professional journey as a financial economist, international advisor, and regulatory strategist with extensive experience in global financial governance, risk management, and policy leadership. Over the years, I’ve had the privilege of shaping key regulatory frameworks, financial standards, and economic policies that impact markets worldwide. As I transition toward board and advisory roles, I look forward to applying my expertise in governance, strategy, and cross-border finance.

Robert Koenig: Transforming Mergers and Acquisitions Through Innovation and Expertise; Positively Transforming the Lives of Business Owners.

After more than three decades in M&A, I have had the privilege of working with business owners to maximize their exit strategies and secure financial futures. From pioneering new marketing techniques to leading a global network of buyers, my career has been dedicated to delivering superior valuations and transformational liquidity events. Here is my biography.

Michael Schmitz: Driving Growth Through Financial Expertise and Strategic Insight.

After three decades on Wall Street, I’ve built a career on financial expertise, strategic investments, and deep insights into the energy sector. As I explore new board opportunities, I am excited to leverage my knowledge to help companies grow, innovate, and succeed. Here is my biography.

Adam Wheeler: Guiding Companies through Complex Legal Landscapes with Integrity, Strategy and Precision.

I’m excited to share my professional executive biography, highlighting my experience in corporate governance, securities compliance, M&A, ESG, and board advisory. With over 23 years of legal and strategic expertise, I have worked with executive teams, boards, and investors to navigate complex transactions and governance challenges. As I explore board service opportunities, I look forward to contributing my skills to organizations seeking strong leadership, compliance oversight, and business strategy alignment.

Chad Jackson: Financial Services Technology Advisory Leader Driving Innovation and High-Performing Teams

Chad Jackson is a seasoned financial services technology leader with a proven track record of driving digital transformation, optimizing operations, and building high-performing teams. As the Technology Advisory Leader at Accenture for U.S. financial services, he specializes in modernizing banking, insurance, and capital markets organizations through strategic reinvention and cutting-edge technology solutions. With deep expertise in cloud transformation, payments, legacy modernization, and enterprise architecture, Chad has successfully led large-scale initiatives that enhance competitive advantage and long-term efficiency. His leadership extends beyond execution, fostering collaboration among C-suite executives, technology teams, and industry partners to ensure sustainable growth and innovation in an evolving financial landscape.

Ken Duncan: A Seasoned Financial and Governance Leader.

With over 30 years of experience in finance, governance, and corporate strategy, I have had the privilege of working with outstanding organizations to drive financial stability and leadership excellence. I am passionate about fostering environments where teams can thrive and implementing best practices at the board level. Here is my biography.

Linda Prager: A Visionary Leader in Risk and Compliance. Driving Sustainable and Scalable Solutions in Financial Services.

I am excited to share my executive biography, detailing my journey in financial risk management, compliance, and governance. With over 30 years of experience across top global institutions, I have built sustainable risk frameworks, led regulatory compliance initiatives, and optimized operational resilience. I am now looking to leverage my expertise by serving on a board and contributing to strategic risk governance.

Josh Feldstein: Strategic Market Data and Financial Services Leader.

I'm excited to share my professional executive biography, highlighting my 30 years of expertise in financial services, market data, and strategic sourcing. My journey has taken me through leadership roles at global institutions, vendor negotiations, and contributions to industry thought leadership. I’m always looking for ways to drive strategic growth and make an impact on the financial industry.

Sam Soltani: Driving Sustainable Growth Through Collaborative Funding Solutions and Responsible Finance.

Excited to share my professional biography! Over the years, I’ve built a career in financial services, risk management, and impact investing—working with global institutions and leading sustainability-focused initiatives. From founding Sola View Network to shaping risk governance at top banks and lecturing at Columbia University, my journey has been deeply rooted in driving financial and social impact.

Aalok Shah: Visionary Finance Leader and Strategic Investment Expert; Empowering Growth, Creating Value, Driving Strategic Excellence.

I am excited to share my professional journey and expertise in corporate finance, investment banking, and strategic investment management. My experience spans capital markets, structured finance, and business growth strategies, allowing me to navigate complex financial landscapes and drive long-term value. Here is my biography.

Brian Valik: Experienced Finance Executive with Expertise in Investment Banking, Capital Markets, and M&A

With over 25 years of expertise spanning investment banking, capital markets, and M&A, Brian Valik brings a wealth of knowledge and strategic insight to every organization he supports. As a CPA and MBA, Brian has guided middle-market and lower-middle-market companies through complex financial transactions, raising capital, and driving growth initiatives. His leadership is marked by integrity, collaboration, and a passion for mentoring others. Actively serving on several boards, including Morqlear and Exit Planning Exchange, Brian combines his extensive experience with a commitment to giving back and helping organizations succeed.

Joseph S. Tanious, CFA: “Bridging Markets, Strategy, and Leadership for Lasting Impact”

Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

Elena Jacque: A Distinguished Leader in Corporate Law and Strategic Transactions

Elena Jacque is an accomplished corporate attorney with deep expertise in mergers and acquisitions, capital markets, and corporate governance. As Counsel in the Technology Companies Group at Goodwin Procter LLP, she advises high-growth companies, private equity sponsors, and boards on complex transactions, including venture financing, public and private M&A, and de-SPAC deals. With a career spanning top law firms and an investment banking legal secondee role at Goldman Sachs, she brings a strategic and global perspective to corporate law. Fluent in multiple languages and recognized in *Best Lawyers in America©* for her excellence in corporate law and M&A, Elena is a trusted advisor known for her precision, integrity, and ability to navigate sophisticated legal and financial landscapes.