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    Tag: finance

    Tim Rooney: Guiding Financial Success with Integrity, Strategy and Experience.

    I’m excited to share my professional journey, spanning over 36 years in finance, investment management, and leadership. From guiding clients through wealth-building strategies to mentoring young professionals and serving on various boards, my career has been driven by a passion for helping others succeed. Here is my biography.

    Diqwuan Thompson | Strategic Business Innovator & Growth Leader in Tech and Finance

    Diqwuan Thompson is a visionary business development and strategic partnerships leader with over 12 years of experience in technology, finance, and operational management. He has a proven track record of launching revenue-generating initiatives, optimizing partnerships, and driving organizational growth through data-driven decision-making. Throughout his career at Instacart, Amazon, and Citigroup, Diqwuan has successfully led cross-functional teams, spearheaded transformative programs, and enhanced operational efficiency at scale. Passionate about innovation and strategic problem-solving, he is committed to fostering impactful collaborations and shaping frameworks that drive sustainable success.

    Al Lustgarten: Visionary Technology Leader Driving Innovation, Security, and Digital Transformation

    Al Lustgarten is a seasoned technology executive with over four decades of experience driving innovation, security, and operational excellence in the media and technology industries. As the former Senior Vice President of Technology & Information Services at Hearst Television, he led strategic initiatives in artificial intelligence, cloud transformation, and cybersecurity, playing a key role in modernizing business practices. A recognized industry thought leader, Al has contributed to groundbreaking advancements in media advertising technology and has served on advisory boards, sharing his expertise in technology strategy and governance. Now retired from his executive role, he remains actively engaged in board and advisory opportunities, leveraging his deep knowledge to support organizations in navigating digital transformation, security challenges, and business growth.

    Agnes Pecjo, CMA, CPA (PH): Transformational Leader in Finance, Innovation and Coaching; “Making a Positive Impact, One Person at a Time, One Day at...

    I’m excited to share my executive biography, which highlights my journey in finance, business transformation, innovation, and executive coaching. Throughout my career, I have been passionate about empowering teams, optimizing business processes, and driving impactful change. My experience spans global finance, outsourcing, digital transformation, and leadership development, and I am dedicated to helping businesses and professionals achieve their full potential.

    Jerry Elliott: Transformative Leader in Telecom, Technology, and Media

    Jerry Elliott is a transformative business leader with a proven track record of driving exceptional financial performance and operational excellence across telecommunications, technology, and media industries. Known for turning around underperforming companies, he has successfully led organizations to industry-leading positions by implementing strategic growth initiatives, optimizing financial structures, and fostering high-performance teams. As President, CEO, and board member of multiple publicly traded and private equity-backed companies, Jerry has consistently delivered shareholder value through innovation, execution, and disciplined leadership. His ability to navigate complex business challenges, coupled with his deep expertise in finance, operations, and corporate strategy, has made him a sought-after leader in dynamic and high-stakes environments.

    Patti Morgan: Transformative Learning & Development Leader Driving Operational Excellence Across Industries

    Patti Morgan is a seasoned Learning & Development leader with over 15 years of experience in performance consulting, training development, and operational excellence across the pharmaceutical, financial, and healthcare sectors. She excels in diagnosing performance gaps, designing tailored interventions, and leveraging data-driven insights to deliver measurable business results. With a strong background in research and development, Patti has consistently integrated innovative strategies into performance improvement initiatives, driving success and efficiency. Her expertise spans project management, change management, process optimization, and stakeholder engagement, making her a trusted partner in fostering organizational growth and operational excellence.

    Caleb Cowden: Transformative Leader in Mergers, Acquisitions, and Business Growth

    Caleb Cowden is a dynamic leader in mergers and acquisitions, business consulting, and real estate investment, renowned for his ability to drive transformational growth and navigate complex market challenges. As CEO of Cowden Consulting LLC and Senior M&A Advisor at International Acquisitions Group, Caleb combines strategic expertise with a hands-on approach to deliver exceptional outcomes for clients. His entrepreneurial achievements include scaling Puma Trailers LLC into a $40+ million enterprise and establishing thriving ventures in real estate and construction. With a background in finance, business development, and market strategy, Caleb’s innovative leadership and commitment to excellence have earned him widespread recognition across multiple industries.

    Stephanie Lynn Nghiem, CPA: Accomplished Accounting and Finance Executive

    Stephanie Lynn Nghiem is an accomplished accounting and finance executive with over 21 years of experience leading financial operations, reporting, and strategic initiatives across diverse sectors. Currently serving as the Vice President of Finance & Accounting at OneAZ Credit Union, she oversees critical financial functions, including the general ledger system, budgeting, forecasting, and compliance with GAAP. Throughout her career, Stephanie has demonstrated a unique ability to drive operational efficiencies, such as implementing automation and improving financial processes, while mentoring teams and fostering collaboration. Her extensive background includes leadership roles at American Express, where she managed investment proposals and led the implementation of international financial standards. A licensed CPA in both Arizona and Illinois, Stephanie’s expertise and dedication have positioned her as a trusted leader, and she is now seeking opportunities to leverage her experience on boards and advisory committees to drive meaningful impact.

    Jason A. Goudie, C.P.A.: Proven Executive Leader in Financial and Operational Excellence

    I’m pleased to share my professional biography, highlighting my 30+ years in finance and strategic leadership across multiple industries. My experience ranges from gaming and hospitality to education, where I’ve had the opportunity to drive financial efficiency, growth, and sustainability. Here is my biography.

    Rick Pinkowski: Executive Leader in Higher Education, Finance, and Strategic Planning

    Rick Pinkowski is an accomplished financial and strategic leader with over 34 years of experience in higher education, finance, and organizational development. Throughout his career, Rick has demonstrated a strong commitment to integrity, ethical leadership, and community service, helping organizations grow and thrive. His deep expertise spans financial operations, human resources, student services, and capital planning, allowing him to drive impactful change in the institutions he has served. As Vice President for Finance at Villa Maria College and Hilbert College, Rick led significant projects that improved business practices, secured key funding, and enhanced operational efficiency. His ability to manage complex financial portfolios, lead multi-year strategic planning, and oversee large-scale capital projects has been instrumental in the success of these institutions. Rick is known for his strategic foresight, innovative thinking, and collaborative approach, which have made him a trusted leader and advisor. Now transitioning into a consulting role after retirement, Rick continues to lend his expertise to various not-for-profit organizations, offering fractional CFO services and project management support. He is actively involved in several boards and committees, including the Middle States Commission on Higher Education and the Foundation for Jewish Philanthropy, where he contributes his knowledge of finance, governance, and institutional growth. Rick's passion for education, leadership, and community involvement extends beyond his professional roles. He is dedicated to using his skills and experience to help organizations achieve sustainable growth, and he remains deeply committed to supporting the communities he serves.

    Meredith Jackson: Empowering Growth and Governance Through Strategic Insight and Integrity

    Meredith Jackson is an innovative and resourceful executive with a distinguished career leading corporate transactions, growth initiatives, and governance.   Meredith has a proven...

    Derek Gauger: Driving Innovation and Sustainability in Clean Energy Solutions.

    Derek Gauger is a distinguished professional in the fields of bioenergy, clean energy technologies, manufacturing and financial innovation, bringing over 36 years of comprehensive...

    Joseph M. Perkins: Leadership, Innovation, and Integrity in Every Opportunity.

    I am pleased to share my professional biography, reflecting over 30 years in executive roles across the automotive and manufacturing sectors. My career has been defined by a focus on growth, strategic transformation, and a commitment to building resilient, agile organizations in an ever-evolving industry landscape. Here is my biography.

    Janet Henry – Accomplished Accounting & Finance Executive

    Janet Henry is a seasoned accounting and finance executive with over 20 years of experience, specializing in financial analysis, process improvement, and strategic leadership. Known for her proactive approach, she has successfully led initiatives that have streamlined operations, reduced costs, and mitigated risks for organizations across various industries, including insurance, education, and manufacturing. As a collaborative leader, Janet excels in bridging financial and business processes, driving efficiency, and aligning teams to achieve long-term growth. Her dedication to making a positive impact extends beyond her professional career, as she is actively involved in community service and youth education.

    Joanne Horwood Turner: Making it easier for people to do the right thing; Strategic leadership, governance, and expertise across industries.

    I am excited to share my professional biography, which highlights my experience in law, finance, academia, nonprofit governance, and medical writing. My career has been driven by a commitment to leadership, strategic thinking, and clear communication, and I am looking forward to continuing to contribute my expertise to meaningful board roles. Here is my biography.

    Ryan McLeod: Empowering Excellence through Strategic Vision and Operational Expertise.

    I'm excited to share my professional journey with you all! From leading as President of McLeod Consulting to my impactful roles in finance and operations with organizations like the Canadian Ski Patrol and Ontario Provincial Police, my experience spans multiple sectors and reflects a commitment to excellence and strategic vision. My background in airline management, finance, and team leadership showcases my ability to drive success across various industries. I invite you to read my full biography to learn more about my achievements and expertise.