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    Tag: financial industry expert

    Shanna Weber: Executive Leadership & Financial Services Strategist

    Shanna Weber is a dynamic executive coach, leadership strategist, and financial services expert with a proven ability to transform teams, drive strategic growth, and cultivate high-performance cultures. As the Founder and CEO of Prima Consulting, she empowers leaders to elevate their impact through executive coaching, leadership development programs, and culture-building initiatives. With over 23 years of experience in financial services, including leadership roles at Charles Schwab and Janus Henderson Investors, Shanna has led large-scale business transformations, spearheaded diversity and inclusion initiatives, and developed enterprise-wide strategies that drive measurable success. A sought-after speaker and mentor, she is dedicated to helping professionals unlock their leadership potential and create workplaces where employees thrive.

    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.

    Emmanuel “Manny” Monahogios: Distinguished Financial Strategist, Business Builder and Leader in Risk Management.

    Manny Monahogios is a seasoned financial leader with over 30 years of exceptional experience in global markets, trading, and risk management. Renowned for his results-driven approach, Manny has excelled in delivering tailored financial solutions across corporate, institutional, family office, and ultra-high-net-worth client segments. His dynamic career spans wealth management, cross-border M&A, and derivatives strategy, demonstrating a remarkable ability to adapt to evolving industry landscapes. A proven leader and multi-tasking producer, Manny is committed to driving innovation, fostering a culture of excellence, and delivering measurable results through strategic initiatives and collaborative leadership.