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Tag: financial leadership

Greg Vance: Transformational Financial Leader with Global Expertise in Strategy, Operations, and Investor Engagement

Greg Vance is a results-driven financial executive with over 30 years of global experience leading finance, operations, and strategic transformation across the financial services and technology sectors. Recognized for his ability to drive growth, operational excellence, and investor confidence, Greg has held senior leadership roles at TradeStation, FIS, and Thomson Reuters, where he guided organizations through IPO readiness, complex M&A, and large-scale business integrations. He brings a strong track record in financial planning and analysis, regulatory compliance, and performance optimization, with a leadership style grounded in integrity, transparency, and team development.

Amy Richter: Financial Strategist and Trusted Advisor

I'm proud to share my executive biography, which highlights my journey through finance, consulting, and business leadership. For over two decades, I've worked across medical, manufacturing, and IT sectors, helping businesses transform their financial practices and grow strategically.

Joel Jeselsohn | Global Finance & Operations Executive | Strategic CFO | Board Advisor

Joel Jeselsohn is a seasoned global CFO and strategic business leader with a track record of transforming finance organizations into engines of growth, efficiency, and shareholder value. Known for his sharp financial acumen and operational insight, Joel has led high-impact initiatives across SaaS, financial services, and B2B software sectors—guiding companies through IPOs, mergers, and complex global expansions. With deep international experience and a passion for automation and strategic planning, he is a trusted advisor to CEOs, investors, and boards alike.

Remona (Mona) Nordsell, CPA, CGMA | CEO | Fractional CFO | Strategic Business Advisor

Remona (Mona) Nordsell, CPA, CGMA, is a seasoned financial executive and strategic advisor with over 40 years of experience helping small and mid-sized businesses turn complexity into clarity. As CEO of Pathways 2 Abundance Inc., Mona offers fractional CFO services, tax expertise, and actionable guidance grounded in integrity, financial insight, and a deep commitment to her clients' success. Known for her approachable style and results-driven mindset, she partners with business owners to realign with their goals and build sustainable, thriving enterprises.

Sergio Marin: Driven by Precision, Powered by Purpose

After over 15 years of working in finance, operations, and auditing across some of the industry's top firms, I’m excited to share my executive biography. It's been a journey filled with challenges, growth, and leadership—driven by a belief that the best results require the hardest work.

Tim Schultz: Visionary Banking Executive Driving Portfolio Excellence and Strategic Growth Across Financial Services

Tim Schultz is a seasoned banking executive with a distinguished career spanning over 25 years in commercial and small business lending, credit risk, and portfolio management. Known for his strategic leadership and operational excellence, Tim has led large, diverse teams and implemented innovative credit processes that have been adopted across national banking platforms. His tenure at PNC (formerly BBVA) and Compass Bank showcases a consistent track record of enhancing efficiency, reducing risk, and driving strong portfolio performance. With deep expertise across financial services and a collaborative, ethical leadership style, Tim continues to be a trusted force in the banking industry.

Richard “Brian” Arwood: Think Globally, Act Strategically, Results Follow

After a fulfilling 30+ year journey in the IT and hardware sectors, including executive roles with Lenovo and IBM, I’m excited to take the next step toward board service. I’m proud to share my professional biography, which highlights the global experience, financial leadership, and strategic mindset I bring to the table. Here is my biography.

Keith Arnell: Strategic Virtual CFO Delivering Clarity, Control, and Confidence in Financial Operations

Keith Arnell is a trusted Virtual CFO and Founder of Pavilion Advisors, where he delivers outsourced accounting and financial leadership to businesses across the U.S. With over 15 years of experience, he specializes in helping companies—from start-ups to those scaling past $30M in revenue—gain financial clarity through expert budgeting, forecasting, cash flow management, and real-time reporting. Known for his integrity and client-first approach, Keith empowers business leaders to make confident, data-driven decisions while freeing them to focus on growth. His extensive background in fund accounting, real estate finance, and financial operations makes him a strategic partner for businesses ready to elevate their financial infrastructure.

John Soukas: Visionary Investment Leader and Champion of Climate Innovation

John Soukas is a seasoned investment executive with over three decades of experience in global financial markets, hedge fund management, and macroeconomic analysis. As the CEO and Co-Founder of Norfolk Green Ventures, he is pioneering investment opportunities in sustainable solutions like seaweed, which he believes holds transformative potential for addressing global climate challenges. With a proven track record in building and managing successful multi-product, multi-strategy investment platforms, John has led efforts that significantly increased assets under management at Wellington Management, where he served as Partner and Hedge Fund Portfolio Manager. His expertise spans across various sectors, including fixed-income portfolios and alternative investments, underpinned by his deep understanding of risk management and capital allocation. Committed to both financial success and environmental impact, John’s leadership is further demonstrated by his philanthropic support for the Special Forces community, earning him the 2023 Naval Seal Legacy Foundation Patriot Award.

Thomas Corcoran: Veteran Leader in Fixed Income Capital Markets and Advocate for Educational Access

Thomas Corcoran is a seasoned financial executive with over 30 years of leadership in global fixed income capital markets, known for his deep expertise in credit products and strategic business growth. Throughout his career, he has built and managed high-performing teams, created proprietary market analysis tools, and expanded firms into global powerhouses. His leadership has spanned institutions such as Lehman Brothers, CF Global Trading, and Imperial Capital, where he served as President and Vice Chairman. Beyond finance, Corcoran has demonstrated a strong commitment to education and equity through decades of service with the Harvard Schools and Scholarships Committee and as President of the Harvard Club of Long Island.

The Role of a Fractional CFO in Driving Business Growth

As small and medium-sized businesses evolve, they often face complex financial challenges that can hinder growth—ranging from managing cash flow and scaling operations to preparing for fundraising or strategic expansion. While hiring a full-time CFO might be impractical or premature, a fractional CFO offers an ideal middle ground, delivering seasoned financial leadership on a flexible basis. These professionals bring deep expertise across strategic planning, capital raising, risk management, and financial systems—all at a fraction of the cost. By providing clear, objective guidance and strengthening communication among stakeholders, a fractional CFO helps businesses navigate change, seize opportunities, and build a solid foundation for long-term success.

Jonathan Smythe: Financial Strategist in Taxation & Accounting

I’m excited to share my professional biography that highlights my experience in tax, accounting, financial strategy, and multilingual collaboration. I’m passionate about contributing to organizations that value precision, leadership, and ethical finance.

Brent Jones: Global Investment Leader with Deep Expertise in Fixed Income and Emerging Markets

Brent Jones, CFA, is a globally respected investment leader with nearly four decades of experience across fixed income and equities in both public and private markets. Known for his strategic foresight and deep technical knowledge, Brent has managed multibillion-dollar portfolios, led global investment teams, and launched high-impact emerging market strategies. His career spans senior roles at GE Asset Management and Citi Private Bank, where he specialized in portfolio management, client strategy, and product innovation. A board member and advisor to several international companies, Brent is equally committed to social impact through his work with nonprofits focused on education and economic empowerment in developing regions.

Michael Schmitz: Driving Growth Through Financial Expertise and Strategic Insight.

After three decades on Wall Street, I’ve built a career on financial expertise, strategic investments, and deep insights into the energy sector. As I explore new board opportunities, I am excited to leverage my knowledge to help companies grow, innovate, and succeed. Here is my biography.

Ken Duncan: A Seasoned Financial and Governance Leader.

With over 30 years of experience in finance, governance, and corporate strategy, I have had the privilege of working with outstanding organizations to drive financial stability and leadership excellence. I am passionate about fostering environments where teams can thrive and implementing best practices at the board level. Here is my biography.

Dr. Damian Dunbar, M.B.A., CDFM, APPQMR: Empowering Leaders with Knowledge, Strategy and Financial Expertise to Drive Meaningful Change.

I am honored to share my professional journey, which spans over 36 years in finance, policy development, and leadership. From my military service in the U.S. Army Finance Corps to my tenure in federal financial management and academia, my mission has always been to empower others with knowledge, strategy, and expertise. Whether through shaping financial policies, mentoring future leaders, or helping small businesses navigate government contracting, I remain committed to making a lasting impact.