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    Tag: capital markets

    Rex Sherry: A Senior and Highly Experienced Leader in Financial Services and Investment Banking.

    Rex Sherry is a seasoned financial services executive with over 30 years of experience in investment banking, venture capital, private equity, and corporate governance. Having successfully raised over $130 billion in capital and led more than 80 IPOs, Rex has a proven track record of scaling businesses, structuring complex financial transactions, and positioning companies for public markets. Currently serving as Managing Partner at Klamath Technology Credit Partners, he has sourced over $2 billion in investments for high-growth, pre-IPO companies. A founding board member of the Silicon Valley Directors Exchange, Rex is also a champion of corporate governance and strategic leadership, making him a transformative figure in the industry.

    Raghav Nayar: Dedicated Financial Strategist and Analytical Leader.

    I’m excited to share an in-depth look at my professional journey, highlighting my experiences in investor relations, equity research, and business intelligence. From supporting global brands like Ralph Lauren to analyzing market trends at Morgan Stanley, I’ve honed my ability to bridge strategy and execution. Here is my biography.

    Edward Ptacek: Executive Vice President, Real Estate Innovator, and Financial Strategist; Turning Complex Challenges into Strategic Opportunities.

    I’m excited to share my professional biography, which highlights over 30 years of experience in real estate finance, valuation, and asset management. From leading complex refinancing deals to pioneering microgrid appraisals, I’ve focused on delivering innovative solutions and fostering meaningful partnerships.

    Darice Rose: Building Sustainable Growth While Creating Meaningful Impact for People and Communities.

    I'm excited to share my professional biography, which reflects my journey as a strategic leader in commercial real estate, innovation, and community development. My passion lies in creating meaningful impact while driving sustainable growth.

    Christopher R. Doman: Building Value Through Strategic Vision, Innovative Execution and Disciplined Investment.

    I’m thrilled to share my executive biography, showcasing over 15 years of experience across commercial real estate, finance, and investments. My journey has been shaped by opportunities to lead transformative projects, build impactful organizations, and collaborate with amazing teams.

    Kelly Boyer: Senior Treasury and Corporate Finance Executive

    Kelly Boyer is a senior executive with over 20 years of expertise in corporate finance, treasury, investor relations, strategic planning, M&A, and ESG, with a proven track record of driving value and minimizing risk for multinational corporations. She has successfully structured and completed over 40 major financing deals, demonstrating a deep understanding of global financial markets and a strong ability to optimize balance sheets and maintain liquidity through market cycles. As a skilled negotiator and leader, Kelly has built and managed relationships with investors, stakeholders, and board members, guiding companies through complex financial strategies and capturing key market opportunities. Her extensive experience in M&A, risk management, and treasury operations has been instrumental in delivering shareholder value and driving long-term organizational success.

    Austin Sams: Application Developer & Technical Leader in Capital Markets

    Austin Sams is a highly skilled Application Developer with a deep passion for building high-performance, low-latency systems. With a strong foundation in Electrical and Computer Engineering from Harvard University, Austin has honed his technical expertise through hands-on experience in critical infrastructure, particularly within the capital markets industry. He has demonstrated an exceptional ability to resolve complex software, hardware, and networking issues, making him an asset in high-stakes, mission-critical environments. Throughout his career, Austin has worked with industry leaders such as Miami International Holdings and HPR (Hyannis Port Research), where he contributed to ultra-low-latency solutions that drive efficiency and performance in financial risk management systems. His proficiency in programming languages like C, C++, Python, and Java, combined with his experience in Linux and network infrastructure, enables him to build and maintain complex systems that ensure operational success. Austin is known for his strategic approach to problem-solving, focusing on optimizing infrastructure and driving results for large-scale, high-impact projects. His exceptional interpersonal and communication skills allow him to collaborate seamlessly with cross-functional teams and deliver impactful results. Austin is actively seeking new challenges where he can continue leveraging his expertise to create innovative solutions that drive business success, while remaining dedicated to his personal growth and development. His commitment to excellence and passion for technology make him a valuable asset in any forward-thinking organization.

    Elliott Zakem: Transforming Financial Services through Digital Innovation and Client-Centric Strategy.

    I’m excited to share my professional biography, highlighting my experience in digital transformation, commercial lending, and financial risk management. As a digital executive with nearly two decades in financial services, I’m driven by a commitment to client-centric innovation and continuous improvement.

    J.D. Cronin: Navigating Complexity with Precision, Collaboration, and a Forward-Thinking Strategy for Sustainable Growth and Stakeholder Value.

    I'm excited to share my professional biography, showcasing my journey in risk management, governance, and strategy across the financial services industry. From designing risk frameworks to driving business results, I've dedicated my career to empowering organizations with strategic risk management insights. Here is my biography.

    Jervis B. Hough: Committed to Driving Results with Integrity, Innovation, and Unwavering Dedication to Excellence; Get It Done, No Excuses.

    Excited to share my professional journey and the values that drive my work. With over 26 years of experience in the financial services industry, I’ve had the privilege of leading compliance, risk management, and strategic initiatives across various sectors, while staying true to my personal motto: 'Get It Done, No Excuses.' I’ve always been committed to delivering results with integrity, fostering innovation, and ensuring that organizations operate in a transparent, ethical manner. If you’re interested in learning more about my experience or connecting, check out my full bio below!

    Andrew Glaze: Chief Investment Officer and Financial Strategist

    Andrew Glaze is a seasoned financial executive with a distinguished career in investment management and strategic advisory roles. Currently serving as the Chief Investment Officer at Equitable Capital, he leverages his extensive expertise in financial analysis and asset management to navigate the complexities of the investment landscape, driving sustainable growth and optimizing portfolio performance. Andrew holds a Bachelor of Science in Computer Science from the United States Military Academy at West Point and an MBA in Asset Management from Columbia Business School, equipping him with a strong foundation in both technical and strategic aspects of finance. In addition to his professional accomplishments, Andrew is committed to community engagement and leadership development. He has served on various boards, including as a member of the Board of Directors at National CineMedia and MEDIACO, where he focuses on strategic planning, diversity and inclusion, and capital markets. His dedication to fostering educational opportunities is evident through his advisory role with Success Academy Charter Schools, and as a New York Board Member for The Mission Continues, he actively supports veterans in transitioning to civilian life. Renowned for his character and integrity, Andrew builds strong relationships grounded in trust and collaboration. His exceptional communication skills enable him to articulate complex financial concepts clearly, fostering a culture of transparency and informed decision-making. Through his work, Andrew Glaze continues to make a significant impact in the financial sector and the communities he serves, embodying a commitment to excellence and service.

    Richard P. (Rick) Dutkiewicz: Guided by Integrity, Driven by Excellence; A True Moral Compass in Leadership.

    I’m thrilled to share my professional biography with you all. Over the past 30 years, I’ve had the privilege of leading transformative growth and innovation across various sectors, including my pivotal roles at Igloo Products Corp. and Real Mex Restaurants. From strategic planning to financial management, my journey has been driven by a commitment to integrity and a passion for excellence. I invite you to read more about my career and how my experiences continue to shape my approach to leadership and business transformation.

    Stacy Steimel: Visionary investment leader with a creative edge, transforming market insights into bold strategies that drive growth across industries.

    I’m excited to share my professional journey, which spans over 30 years in the investment industry. Throughout my career, I’ve had the privilege of leading strategic initiatives across emerging markets, capital markets, and asset management. From my early days as a regulator and strategist to my role as a corporate director, I’ve always aimed to drive growth through innovation, leadership, and a deep understanding of global economic trends. Whether it’s unlocking value in Latin America or transforming investor relations strategies, my focus has been on delivering results and making a lasting impact. I’m particularly proud of my work with GeoPark and PineBridge Investments, as well as my involvement in supporting early-stage startups through ChileGlobal Angels. Alongside these roles, I remain passionate about cross-cultural leadership, sustainability, and creating meaningful change in the communities I serve. Let’s connect and explore how we can collaborate on exciting new opportunities!

    Matthew Saltzman: Empowering Organizations to Achieve Bold Visions, Transforming Leadership into Lasting Impact, and Driving Growth Through Strategic Innovation.

    I'm excited to share my professional biography, highlighting over 30 years of experience in capital markets, strategic advisory, and operational excellence. From successfully expanding Louisville Tile Distributors to leading Pallas Partners, my journey reflects a deep commitment to integrity, innovation, and sustainable growth. I take pride in my expertise in navigating complex challenges and driving transformative change, making me an invaluable asset in any boardroom. I invite you to read more about my career and my mission to foster impactful governance and strategic growth.

    Mark Brumfield: Transforming Ambitions into Achievements; Where Strategic Insight Ignites Leadership Potential.

    I’m thrilled to highlight my career path and experiences in financial services and capital markets. From leading initiatives at Abelian Partners and Wells Fargo to my current focus on coaching and consulting, I’ve had the opportunity to build strong relationships and drive strategic growth. I invite you to dive into my journey and see how my insights and experience are shaping the industry.

    Rafael Pinho: Proven Finance Executive with Expertise in Real Estate and Strategic Financial Leadership

    I'm thrilled to share my professional journey and insights as outlined in my latest biography! With over 12 years of experience in finance, real estate, and digital transformation, I've had the privilege of driving significant growth and strategic initiatives at S2 Holding and other leading organizations. From achieving a 20% EBITDA margin and 40% ROE to pioneering successful IPOs exceeding USD 2.5 billion, my focus has always been on leveraging strategic financial leadership to create lasting value. Fluent in multiple languages and passionate about fostering high-performing teams, I look forward to connecting with fellow professionals and exploring new opportunities to drive success together.