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    Tag: financial planning

    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.

    John Lemmex: Financial Visionary and Global Strategist; Cultivating Growth, Creating Value.

    With over 35 years of global financial leadership experience, I have had the privilege of contributing to the growth and success of leading organizations in the chemical manufacturing industry and beyond. My career has been defined by strategic vision, operational excellence, and a commitment to creating lasting value. 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.

    Alejandro Villalobos: Finance Executive & Data Science Specialist; “Keep an Open Mind, You Can Always Learn Something.”

    I’m excited to share my biography, detailing my professional journey in finance, data science, and risk management. With over 12 years of experience, I’ve worked across industries like energy, manufacturing, and financial services, where I’ve developed key skills in financial planning, forecasting, and business strategy.

    Rick Pinkowski: Executive Leader in Higher Education, Finance, and Strategic Planning

    Rick Pinkowski is an accomplished financial and strategic leader with over 34 years of experience in higher education, finance, and organizational development. Throughout his career, Rick has demonstrated a strong commitment to integrity, ethical leadership, and community service, helping organizations grow and thrive. His deep expertise spans financial operations, human resources, student services, and capital planning, allowing him to drive impactful change in the institutions he has served. As Vice President for Finance at Villa Maria College and Hilbert College, Rick led significant projects that improved business practices, secured key funding, and enhanced operational efficiency. His ability to manage complex financial portfolios, lead multi-year strategic planning, and oversee large-scale capital projects has been instrumental in the success of these institutions. Rick is known for his strategic foresight, innovative thinking, and collaborative approach, which have made him a trusted leader and advisor. Now transitioning into a consulting role after retirement, Rick continues to lend his expertise to various not-for-profit organizations, offering fractional CFO services and project management support. He is actively involved in several boards and committees, including the Middle States Commission on Higher Education and the Foundation for Jewish Philanthropy, where he contributes his knowledge of finance, governance, and institutional growth. Rick's passion for education, leadership, and community involvement extends beyond his professional roles. He is dedicated to using his skills and experience to help organizations achieve sustainable growth, and he remains deeply committed to supporting the communities he serves.

    Kristie Harris: Visionary Leader Driving Financial Excellence, Operational Transformation, and Strategic Growth

    Kristie Harris is a dynamic and results-driven executive with over two decades of experience in business management and financial leadership. As the President and CEO of The Ellen Group, she brings a wealth of expertise in financial planning, strategic transformation, and operational optimization. Her leadership is characterized by a strong focus on achieving sustainable growth, implementing cost-saving strategies, and driving performance improvements across organizations. With a deep understanding of financial systems, human resources, and compliance, Kristie has a proven track record of enhancing organizational efficiency and effectiveness. She is known for her integrity, strategic foresight, and ability to navigate complex challenges, making her a trusted advisor to executive teams and stakeholders alike.

    Dustin Metcalf: President and Founder of Four C Financial

    Dustin Metcalf is the President and Founder of Four C Financial, a client-centered financial advisory firm he established with the goal of empowering individuals to take control of their financial futures. With nearly 15 years of experience in the financial industry, including over a decade at the largest bank in the U.S., Dustin has built a reputation for offering personalized retirement income planning, tax-smart investment strategies, and comprehensive financial education. By leveraging cutting-edge technology and partnering with top industry money managers, he provides clients with customized solutions that reduce costs and maximize long-term wealth. Dustin’s commitment to transparency, integrity, and effective communication ensures that his clients fully understand their investments, allowing them to focus on achieving their long-term financial goals.

    Tom White: Leading Financial Strategist Committed to Securing Futures and Building Legacies

    Tom White is a seasoned financial services professional with over 20 years of experience helping individuals, families, and business owners achieve their financial goals. As the owner of TW3 Group and a partner at Lion Street Advisors, Tom specializes in providing customized insurance and investment solutions that offer clients financial security and peace of mind. With a reputation for integrity and a commitment to building long-lasting relationships, Tom leverages his deep knowledge in wealth management, retirement planning, and estate planning to guide clients toward a secure financial future. His clear communication style and strategic approach ensure that clients fully understand their financial options and can make informed decisions at every stage of life.

    Sherron Permashwar: Empowering Financial Wellness Through Knowledge, Strategy, and Passion.

    I’m thrilled to share my professional journey as a CPA, entrepreneur, and financial educator. With over 25 years of experience, I’ve dedicated my career to empowering individuals and businesses to achieve financial clarity and wellness. From leading BMP Tax & Accounting Services to educating through The Modern Savvy CPA, I am passionate about helping others navigate their financial journeys with confidence. Here is my biography.

    Floyd Rummel, III: Empowering communities through integrity, knowledge, and strategic leadership.

    With over 46 years of experience in financial services, I have had the privilege of leading organizations, guiding strategic growth, and empowering communities. My expertise spans asset management, credit unions, and nonprofit development, with a focus on integrity and leadership. Here is my biography.

    Mary Pat Fernald: Driving Transformative Growth with Strategic Insight, Financial Expertise, and Unyielding Commitment to Excellence.

    I’m excited to share my journey and experiences as outlined in my biography. Over the years, I’ve built a strong reputation for driving transformation and achieving results, leveraging my extensive background in corporate strategy and M&A execution. My approach to leadership focuses on fostering transparency, adaptability, and innovation, all while managing high-performance teams to navigate complex challenges. I’m passionate about strategic thinking and communication, which has helped me become a trusted partner in guiding organizations to new heights. My track record in financial management and stakeholder engagement underscores my commitment to steering organizations towards long-term success. I invite you to explore my full biography to learn more about how I’m shaping the future of leadership and strategy.