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.

Gregory Lucas is a seasoned financial executive and risk management leader with over 40 years of experience in banking, financial services, and regulatory compliance. Throughout his distinguished career, he has played a pivotal role in developing and executing enterprise-wide risk frameworks, regulatory transformation initiatives, and governance enhancements for major financial institutions, including Citigroup and Sumitomo Mitsui Banking Corporation. With deep expertise in enterprise, market, credit, liquidity, and operational risk, Gregory has successfully led high-performing teams, guided strategic risk mitigation efforts, and engaged with global regulatory bodies to ensure compliance and financial stability. Now transitioning into board service and advisory leadership, he seeks to leverage his extensive experience in risk oversight, corporate governance, and financial strategy to help organizations navigate complex challenges and drive sustainable growth.

After a fulfilling career in financial fraud prevention and risk management, I’m excited to share my professional biography. It highlights the journey, achievements, and insights that have shaped my 30+ years in the industry.

Matthew E. Price (Matt) is a distinguished leader in the global electronic financial payments industry, based in Orlando, Florida. With over three decades of...

Sandra Groscost is a seasoned Senior Project Manager with over 25 years of experience in IT project management, portfolio oversight, and systems integration for Fortune 500 companies and financial institutions. A certified PMP with a strong background in both agile and traditional frameworks, she has led multimillion-dollar initiatives across various sectors, specializing in infrastructure implementation and process optimization. Known for her strategic leadership, Sandra excels in enhancing operational efficiency, aligning stakeholder objectives, and driving measurable outcomes. Her global experience, including key projects in the U.S. and Japan, underscores her ability to manage complex, large-scale programs while fostering innovation and continuous improvement.

H. Humphrey McKenzie, Operational Risk Executive at Wells Fargo - Retired, is a distinguished leader in operational risk management with over two decades of...

Ryan Handelman, a leader in cannabis banking, has spent years bridging the gap between financial institutions and cannabis businesses, helping both sides navigate the complexities of a highly regulated industry. As Principal Consultant at RMH Consulting and Advisory, Ryan offers his expertise to banks, credit unions, and cannabis operators, developing tailored programs that promote growth and compliance. With a proven track record, including his role as FVP, Director of Cannabis Banking at Berkshire Bank, Ryan’s strategic vision and deep industry knowledge have positioned him as a key advocate and innovator in the cannabis finance space. His dedication to ensuring cannabis businesses have access to essential banking services underscores his commitment to empowering this rapidly evolving sector.

I’m thrilled to share my professional journey and experiences in my latest executive biography. As a Partner at Sentia Partners and a Manager in Finance & Strategy at Avenues The World School, I’ve had the privilege of driving strategic growth, funding innovative startups, and facilitating pivotal financial transactions. My journey has been guided by a passion for empowering visionary leaders and a commitment to excellence in investment banking and strategic planning. Feel free to read more about my background, key accomplishments, and the insights I’ve gained along the way. Let’s connect and explore opportunities for collaboration and growth!