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Tag: financial planning

Linnette Rainusso | Accomplished Financial Services & Insurance Executive

Linnette Rainusso is a seasoned financial services and insurance executive with over 30 years of experience in strategic financial planning, risk management, and business development. With expertise spanning insurance, real estate, aviation, and medical malpractice, she has a proven track record of driving growth, mentoring high-performing teams, and implementing financial strategies that foster long-term success. As a bilingual leader with international exposure in Latin America, Cuba, and Spain, Linnette brings a global perspective to financial services, helping businesses and individuals navigate complex financial landscapes. Passionate about leadership, coaching, and philanthropy, she is actively seeking board opportunities where she can contribute her knowledge, strategic insight, and commitment to fostering organizational excellence.

Bunmi Oshodi: Strategic Financial Leader Driving Business Growth and Operational Excellence

Bunmi Oshodi is a dynamic financial leader with over a decade of experience in strategy, management, and finance, consistently delivering customer-centric solutions that drive profitability, revenue growth, and operational excellence. With a strong ability to identify opportunities, optimize financial performance, and implement data-driven strategies, he has successfully led high-impact initiatives across multiple industries. His expertise in market research, program management, and cross-functional collaboration enables him to develop and execute strategic financial plans that align with business objectives. A proven leader in financial operations, Bunmi is committed to fostering innovation, driving efficiency, and creating sustainable value for organizations.

Dale Vesely: Proven Military Strategist & Financial Expert.

Excited to share my executive biography, highlighting my journey from military leadership to strategic operations and financial expertise. With over 25 years of experience in defense, aviation, and financial planning, I’m looking forward to exploring new opportunities where I can make a meaningful impact. Here is my biography.

Sheri Pantermuehl: Driving Financial Excellence through Strategic Leadership and Innovation.

I’m excited to share my professional biography, detailing my journey as a financial executive with over 45 years of experience in CFO leadership, mergers and acquisitions, cash management, and strategic growth. My expertise spans multiple industries, and I thrive on helping organizations achieve financial excellence.

Christopher Laymon: Leadership, Strategy and Transformation; Driving Impact Across Financial Services and Beyond.

I’m excited to share my professional biography as I explore new opportunities to serve on for-profit boards. With over 30 years of leadership experience in financial services, investment management, and corporate strategy, I am eager to bring my expertise to organizations seeking strong governance and strategic direction.

John Crawford: Executive Leader in Operations, Finance and Business Strategy – “Leadership is Doing What is Right When No One is Watching.”

I am excited to share my executive biography, highlighting my journey in business strategy, operations, and financial management. Throughout my career, I’ve been passionate about helping businesses scale, improving operational efficiency, and building strong teams. I look forward to new opportunities to contribute my expertise in executive leadership and strategic growth.

Adam R. Hickey, CPA: Driving Financial Excellence, Strategic Growth and Technological Innovation.

I am excited to share my executive biography, highlighting my journey in finance, accounting, and IT leadership. Over the past 25 years, I have been fortunate to lead high-impact financial transformations, optimize strategic growth initiatives, and drive digital innovation in global organizations. My passion for finance, technology, and community engagement continues to shape my career, and I look forward to new opportunities to make a meaningful impact.

Richard Morgin: A Results-Driven Leader in Franchise Development and Corporate Finance

Richard Morgin is a hands-on and accomplished consultant with The Franchise Consulting Company, bringing extensive expertise in lead generation, franchise development, coaching, and closing. As a trusted advisor to executive leadership, he excels at dissecting complex financial and operational challenges, synthesizing data, and presenting strategic solutions that drive business success. With a proven ability to build and lead high-performing teams, Richard fosters a results-oriented culture that maximizes efficiency and profitability. His forward-thinking leadership in controllership, financial planning, and internal audit has consistently delivered significant cost savings and operational improvements. Recognized for his ability to vet strategic plans, analyze financial assumptions, and present data-driven recommendations, he continues to be a key force in helping businesses navigate growth and transformation.

Stephen J. Lidd, CPA: Visionary Financial Architect and Strategic Advisor

Stephen J. Lidd, CPA, is a seasoned financial strategist with over 45 years of expertise in personal finance, corporate strategy, and business development. With credentials that include a CPA license, FINRA Series 66 and Series 7 certifications, and an MBA in Finance from the University of Chicago, Stephen has played pivotal roles in driving success for organizations ranging from startups to Fortune 500 companies. His career highlights include leading competitive assessments and M&A strategies at Verizon, managing venture capital investments at Sprint Nextel, and creating tailored financial plans for high-net-worth clients at LPL Financial An international thought leader, Stephen has delivered workshops and presentations while working across markets in Europe, Puerto Rico, and the U.S. Virgin Islands. Guided by his mission of “helping families in personal finance,” Stephen’s forward-thinking approach and commitment to excellence make him an invaluable asset to any organization.

Eric Grott: Transformational Financial and Operational Leader

Eric Grott is a dynamic executive with over 25 years of experience driving financial excellence, operational efficiency, and strategic growth across startups, manufacturing, distribution, and medical device industries. Known for his ability to deliver transformative results, Eric has led multimillion-dollar initiatives, streamlined operations, and embedded data-driven decision-making practices to create scalable success. Currently serving as CFO/COO of Power/mation, Eric has been instrumental in aligning organizational strategies, achieving record growth, and enhancing profitability, all while maintaining a hands-on, collaborative leadership style. His commitment to innovation and value creation makes him a sought-after leader in the business landscape.

Patrice Sebastian: Accomplished Financial Expert and Leader in Forensic Accounting and Valuation Services

Patrice Sebastian, CPA/CFF/PFS, CVA, CFP®, is a highly accomplished financial professional with over 25 years of expertise in forensic accounting, business valuations, and financial planning. As the Chief Compliance Officer and Director of Forensic & Valuation Services at Family Legacy, Inc., Patrice has built a reputation for delivering precise financial insights and innovative solutions to complex financial challenges. With an MBA from Francis Marion University and multiple professional certifications, she combines technical excellence with a steadfast commitment to integrity and client success. Beyond her professional achievements, Patrice is a passionate advocate for community development and social responsibility, dedicating her expertise to causes ranging from education and economic empowerment to arts and culture.

Samuel Woodcock, ACMA: Accomplished Finance Executive and Strategic Leader

Samuel Woodcock, ACMA, is a seasoned finance executive with over 30 years of experience driving financial growth and strategic planning across industries such as music, media, advertising, and gaming. Currently the CFO of Premier Music Group, Sam is renowned for his expertise in building budgets, long-term planning, and delivering top-line growth through innovative, KPI-driven solutions. With a proven track record of solving complex challenges and fostering operational excellence, Sam’s global perspective and collaborative leadership style make him an invaluable asset to any organization or board.

Jesse Cates: Empowering Greatness by Leading Good People to Achieve Extraordinary Results.

As I transition into board and advisory roles, I’m excited to share my executive biography, highlighting my background in technology operations, strategic transformation, and leadership in global operations. After a rewarding 40-year career at Corning, I’m looking forward to contributing my knowledge and experience to help organizations navigate growth and change. Here is my biography.

Colin Widen: Visionary Leader in Asset Management and Life Sciences Advisory

Colin Widen is a dynamic leader with over 25 years of experience in the institutional asset management and life sciences sectors, specializing in capital formation, strategic financial planning, and advisory services. As Managing Member of Eden Roc Advisors, he focuses on innovative healthcare consulting, particularly in Health Care IT and Diagnostics, while also guiding Family Offices in optimizing their investment strategies. Colin's career includes leadership roles at Boston Innovation Capital and Parker Point Capital, where he raised over $1 billion and connected emerging companies with institutional investors worldwide. Known for his integrity, deep industry knowledge, and strategic vision, Colin continues to drive impactful relationships between investors and groundbreaking opportunities.

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.

Phellipe Santos: Empowering Success Through Strategy, Mentorship and Financial Expertise.

I’m excited to share my professional journey with you! With over 13 years of experience in financial services, I’ve had the privilege of working with incredible clients and organizations, helping them achieve their goals through strategic planning and mentorship. My journey is rooted in integrity, communication, and a passion for excellence. Here is my biography.