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Tag: financial modeling

Avijit Barua: Expert in Quantitative Investment Strategies and Risk Management

Avijit Barua is a results-driven investment professional with extensive expertise in quantitative equity strategies, risk management, and asset allocation. With over a decade of experience in portfolio management and a strong foundation in military leadership, he combines analytical precision with strategic vision to optimize investment performance. Currently serving as Portfolio Manager at OPERS, he has successfully developed and managed systematic equity strategies, ESG and Climate portfolios, and innovative risk management solutions. His expertise in derivatives, capital management, and financial modeling has contributed to outperforming market benchmarks and strengthening institutional investment capabilities. With a proven track record of leadership and innovation, Avijit Barua continues to drive strategic growth in the financial industry.

Robert Wickey | Financial Strategist, Operational Expert, and Board Advisor Driving Business Growth and Efficiency

Robert Wickey is a seasoned financial and operational strategist with over 45 years of experience in business analysis, process improvement, and corporate finance. As the founder and managing director of Equinox Investment Partners LLC, he has provided investment counsel, strategic consulting, and governance expertise to businesses in manufacturing, distribution, and nonprofit sectors. With a strong background in financial leadership, he has played a pivotal role in restructuring organizations, optimizing supply chains, and securing financing for critical housing and development projects. A decisive leader with a hands-on approach, Robert is committed to driving efficiency and sustainable growth. Currently seeking board opportunities, he aims to leverage his expertise to enhance profitability and operational success for organizations in need of strategic oversight.

Armando J. D’Errico | Visionary Leader in Real Estate Development, Sustainable Construction, and Finance Structuring

Armando J. D’Errico is a seasoned executive in real estate development, construction management, and finance structuring, with over 24 years of experience leading large-scale projects and fostering economic growth. As president and CEO of Pinnacle Development Group, Inc., he has successfully developed and managed over 300,000 square feet of residential, mixed-use, and commercial real estate, specializing in affordable housing, sustainable construction, and investment structuring. A strong advocate for public-private partnerships and workforce development, he has provided job opportunities and apprenticeship programs for underprivileged youth while championing equitable urban renewal. Recognized with NJBIZ’s “40 Under 40” Award, D’Errico is also a LEED-certified professional and certified construction manager, bringing expertise in sustainability, compliance, and financial modeling. Actively seeking board roles, he aims to leverage his strategic leadership and industry expertise to drive growth, innovation, and impactful decision-making.

Tom Schneider: Visionary Financial Executive and Strategic Leader

Tom Schneider is a seasoned financial executive and strategic leader with a proven ability to drive profitability, operational efficiency, and business growth across multiple industries, including manufacturing, finance, e-commerce, and the outdoor sector. With extensive experience as a CEO, CFO, and board member, he has successfully led corporate turnarounds, mergers and acquisitions, and financial restructurings that have resulted in significant revenue increases and EBITDA growth. Known for his analytical expertise, leadership, and ability to foster positive corporate cultures, Tom has played a pivotal role in transforming businesses through strategic planning, innovative financial modeling, and effective communication with executives, investors, and stakeholders.

Nick Simmons – Visionary Leader in Public Policy, Strategy, and Economic Development.

Excited to share my professional journey and experiences in public policy, economic development, and education. I’ve had the privilege of working across government, nonprofits, and finance, leading impactful initiatives that drive real change. Looking forward to collaborating with leaders who share a vision for a stronger, more equitable future. Here is my biography.

Ike Anyaoku: A Trailblazer in Business Transformation at the Intersection of Finance, Strategy, and Technology

Ike Anyaoku is a results-driven executive specializing in corporate finance, strategy, and technology, with a track record of driving transformative growth through data-driven decision-making and strategic partnerships. With experience spanning AWS, GE Digital, Deloitte, and Berkshire Hathaway, Ike has led high-value deals, optimized capital investments, and developed innovative frameworks that enhance business efficiency and profitability. His expertise in valuation, risk management, and digital transformation enables organizations to navigate complex challenges and unlock new opportunities. A dynamic communicator and trusted advisor to C-suite leaders, Ike seamlessly integrates financial strategy with cutting-edge technology to deliver sustainable, long-term success.

Christopher M. Cannon, CPA, MBA | Transformational Financial Leader Driving Strategic Growth and Innovation

Christopher M. Cannon, CPA, MBA, is a seasoned financial executive with 15 years of leadership experience in financial services and insurance. Specializing in financial planning and analysis, corporate finance, and risk management, he has successfully led enterprise-wide financial transformations, optimized financial performance, and implemented innovative financial systems. As senior executive director of personal lines and operations at CSAA Insurance Group, Chris oversees revenue forecasting, expense planning, and strategic financial initiatives that drive corporate decision-making. With a strong foundation in M&A valuation, financial modeling, and governance, he is actively seeking board opportunities where his expertise in finance and strategic oversight can contribute to organizational growth and success.

Peter J. Elmer: Do it; Turning Vision into Action with Expertise and Integrity.

I’m excited to share my professional biography, which highlights my 40+ years of experience in finance, real estate, and economic analysis. From consulting for Federal agencies to managing my own property investment company, I’ve built a career dedicated to solving complex challenges and creating value.

Cole Bennett: Curiosity Drives Innovation, and Strategic Execution Turns Vision into Reality.

I am passionate about real estate finance, investment strategy, and capital markets, and I thrive on building relationships that drive growth and innovation. Over the past several years, I’ve had the opportunity to work on high-value real estate transactions, develop sophisticated financial models, and collaborate with global investors across multiple asset classes. As I continue to expand my expertise, I am eager to explore new opportunities, including board service, to contribute to organizations seeking strategic financial leadership.

Matthew G. Bente: Transformational Financial Leader Driving Growth and Operational Excellence

Matthew G. Bente is a dynamic financial executive with over 12 years of experience driving strategic growth and operational excellence across industries such as food and beverage, real estate, and financial services. Currently serving as the Head of Finance at Workhorse Brewing Company, Matthew has a proven track record of implementing transformative financial strategies, streamlining operations, and securing capital for growth initiatives. His leadership has consistently delivered measurable results, including significant revenue growth, cost savings, and enhanced organizational efficiency. Guided by his personal mission—"If you're not going to do it right, then don't do it at all"—Matthew is dedicated to helping businesses achieve sustainable success through collaboration, innovation, and financial stewardship.

Clint Roberts: Facilitating Profitable Growth with Strategic Vision and Operational Expertise.

I’m excited to share my professional biography, which outlines my 25+ years of experience in finance, operations, and leadership across industries such as SaaS, manufacturing, and technology. From driving operational excellence to facilitating profitable growth, my focus has always been on creating scalable solutions and empowering teams.

Joe Grabowski: A Seasoned Financial Services Executive and Strategic Leader

Joe Grabowski is a distinguished financial services executive with over two decades of expertise in corporate finance, commercial real estate, and asset management. As the fractional chief financial officer of Blue Jay Investments LP and managing member of The Afton Group, LLC, he provides strategic financial consulting, forecasting, and cost analysis services. His career includes leadership roles at Regions Bank and Wells Fargo, where he managed large portfolios, optimized risk management strategies, and drove financial growth. A dedicated community leader, Joe has served on multiple nonprofit boards and holds an MBA from Azusa Pacific University. His strategic vision and financial acumen make him a trusted leader in the industry.

Lolu Adubifa: Transformational Energy Leader, Strategic Advisor, and Global Innovator

Lolu Adubifa is a visionary energy executive with over 15 years of experience driving innovation and sustainable growth in energy markets, clean technology, oil and gas, and renewable energy. With a strong foundation in engineering, finance, and operations, he has successfully led multi-million-dollar energy infrastructure projects, shaped investment strategies, and navigated complex regulatory landscapes. As a trusted advisor, Lolu provides strategic guidance on asset valuation, financial modeling, and market expansion, helping organizations optimize performance and maximize returns. His leadership at General Electric Energy, Accenture, and Navigant Consulting underscores his ability to spearhead large-scale initiatives, drive stakeholder engagement, and create long-term value. Passionate about advancing the future of global energy, Lolu is actively seeking advisory and board positions to contribute his expertise in strategic planning, risk management, and business development.

Raghav Nayar: Dedicated Financial Strategist and Analytical Leader.

I’m excited to share an in-depth look at my professional journey, highlighting my experiences in investor relations, equity research, and business intelligence. From supporting global brands like Ralph Lauren to analyzing market trends at Morgan Stanley, I’ve honed my ability to bridge strategy and execution. Here is my biography.

Keith Ajeh – Senior Business Consultant and Financial Analyst

Keith Ajeh is a seasoned business consultant and financial analyst with over six years of experience in various industries, including pharmaceuticals, finance, IT, and logistics. Based in Worcester, MA, he has developed a reputation for excellence in financial planning, analysis, and process automation. His strong educational background, with a Bachelor's in Business Administration from Worcester State University and ongoing MBA studies, complements his practical expertise in ERP systems such as Hyperion, SAP, and Apptio. Keith's hands-on experience in budgeting, forecasting, SOX compliance, and business management positions him as a valuable asset to any organization seeking to enhance operational efficiency and drive financial success.

Steven J. Shaffer, MBA, MHP: Healthcare Finance Executive and Strategic Leader

Steven J. Shaffer is a seasoned finance executive with over 35 years of experience in the healthcare sector, specializing in healthcare financial management, budgeting, forecasting, and strategic optimization. Known for his integrity, dedication, and patient leadership, Steven has a proven track record of driving financial success and organizational growth. His expertise spans across a wide range of healthcare areas, including hospital systems accounting, skilled nursing facilities, home health care, hospice management, and employee benefits, all underscored by a strong foundation in financial modeling and regulatory compliance. Steven’s strategic leadership has been instrumental in transforming organizations, from small startups to large publicly traded entities. He has successfully overseen budgeting and financial reporting for multi-million-dollar healthcare systems, negotiated complex vendor contracts, and managed treasury functions. His ability to streamline operations, reduce costs, and optimize revenue cycles has led to significant improvements in the financial health of the organizations he’s worked with. As a communicator, Steven excels at translating complex financial data into clear, actionable insights for boards, executives, and operational teams. His collaborative approach ensures that all stakeholders are aligned in pursuit of the organization’s financial goals. With a passion for mentoring and sharing his vast knowledge, Steven is a respected leader who continues to make a lasting impact in the healthcare finance field.