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    Tag: financial compliance

    Joseph Stark: International Payments Sales Executive

    Joseph Stark is a seasoned financial services executive with a distinguished career in international payments, sales management, and product strategy, driving multimillion-dollar revenue growth and expanding market presence for global financial institutions. As Head of Banks Account Management and Sales for Visa Direct at Visa, he has played a pivotal role in strengthening key banking relationships, optimizing transaction flows, and expanding cross-border payment solutions. His leadership at Earthport contributed to a 40% business growth, leading to its acquisition by Visa, while his tenure at Standard Chartered Bank and JPMorgan Chase showcased his ability to drive profitability, regulatory compliance, and innovative financial product development. With deep expertise in global banking networks, strategic sales execution, and high-profile industry engagement, Stark continues to shape the future of digital payments and financial technology.

    Randall S. Ostler | FinTech & Digital Payments Executive | Board Advisor | Technology & Business Strategy Expert

    Randall S. Ostler is a seasoned fintech and digital payments executive with over 30 years of experience leading product innovation, business strategy, and global operations. With a strong technical foundation and a keen understanding of business dynamics, he has successfully driven large-scale digital transformations, formed strategic international partnerships, and enhanced operational efficiencies in the financial services sector. Fluent in English, Spanish, and Portuguese, Randall has worked extensively across Asia, Europe, and Latin America, bringing a global perspective to fintech growth and innovation. His expertise in emerging payment technologies, financial compliance, and data-driven decision-making has earned him industry recognition, including multiple patents and a fintech future award. Now actively seeking board and advisory roles, he aims to leverage his cross-disciplinary expertise to help organizations navigate the complexities of digital finance and global market expansion.

    Adam S. Plotkin | Executive Leader in Financial Services, Investment Management, and Compliance

    Adam S. Plotkin is a seasoned executive with over 25 years of experience in financial services, investment management, and compliance. A strategic leader with a strong focus on regulatory oversight, risk management, and client engagement, Adam has successfully guided organizations through growth, operational improvements, and industry challenges. His expertise spans RA money management, SEC evaluation, and portfolio oversight, making him a trusted advisor in the investment sector. Beyond his corporate achievements, Adam is a dedicated mentor and community leader, actively serving on boards and committees, particularly within the Jewish community. A passionate advocate for fostering creativity and empowering others, Adam is now seeking board and advisory roles where he can leverage his deep expertise to help organizations evolve and thrive.

    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.

    Joe A. Rodriguez: Senior Finance Executive & Strategic Advisor

    Joe A. Rodriguez is an accomplished financial executive with over 30 years of experience in finance, accounting, and corporate governance. Throughout his career, Joe has excelled in roles such as CFO, Corporate Controller, and Internal Audit Director, providing leadership in both startup and global organizations. He has a proven track record in driving financial success, including overseeing SEC reporting, IPO readiness, and U.S. GAAP compliance for private equity-backed firms and publicly traded companies. Joe’s extensive expertise spans strategic planning, revenue recognition, lease accounting, risk management, and financial operations management, and he has successfully led international teams across industries such as mining, manufacturing, and technology. Known for his strong character and integrity, Joe fosters a collaborative environment and effectively communicates complex financial insights to executive teams, boards, and stakeholders.

    Jason B. Alexander: Distinguished Corporate and Regulatory Lawyer

    Alexander is a highly accomplished professional with extensive expertise in corporate governance, healthcare regulation, and legal advisory. Currently, he serves as the Chair of...