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Tag: financial services

Oliveiro Fernandes: Expert in Regulatory Compliance and Global Banking Project Management

Oliveiro Fernandes is a seasoned executive with nearly four decades of expertise in regulatory compliance, global banking project management, and financial risk remediation. With a strong background in managing multi-regional initiatives, he has successfully led large-scale business transformations, regulatory compliance programs, and operational efficiency improvements across major financial institutions. His deep knowledge of financial regulations, risk-based project methodologies, and data analytics has enabled him to drive strategic initiatives, optimize business processes, and ensure regulatory adherence. A results-driven leader with a commitment to integrity and excellence, Fernandes continues to be a key force in financial services, leveraging his expertise to navigate complex financial landscapes and deliver impactful solutions.

Michael A. Cacouris | Finance Executive with Startup and Manufacturing Experience.

Michael A. Cacouris is a seasoned financial executive with over 35 years of experience in corporate finance, investment management, and restructuring. With a strong foundation in both fixed income and equity markets, he has led financial turnarounds, scaled businesses, and optimized capital structures across financial services, manufacturing, and technology startups. As a former co-CEO, hedge fund leader, and municipal finance advisor, Michael brings a unique blend of strategic vision, operational expertise, and risk management acumen to organizations seeking growth and stability. Fluent in French and Greek with international experience in Europe, he is a dynamic leader committed to driving financial and operational excellence.

Terence Johnson: Experienced Risk and Compliance Testing Professional

Terence Johnson is an accomplished Risk and Compliance Testing professional with over a decade of experience ensuring financial institutions adhere to federal and state regulations. As a licensed attorney, he brings a strong analytical and legal foundation to his work, specializing in risk assessments, control testing, and regulatory change management. Throughout his career, he has played a key role in developing compliance frameworks, identifying control gaps, and implementing proactive solutions to strengthen regulatory oversight. His ability to bridge legal expertise with operational compliance has made him a trusted advisor in the financial services industry, ensuring organizations remain compliant while optimizing efficiency and mitigating risk.

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.

Gary Frayn

I’m excited to share my professional journey, highlighting my extensive experience in sales, business development, strategic planning, and leadership across multiple industries. As I continue to seek new board opportunities, I look forward to collaborating with organizations that value innovation, governance excellence, and strategic growth. Here is my biography.

Aaron M. Arter: Visionary Business Leader Driving Strategic Growth & Innovation.

I’m excited to share my executive biography, highlighting my 30+ years of leadership experience in sales, marketing, business development, and strategic growth. I’m passionate about driving innovation, scaling businesses, and mentoring future leaders. If you're looking for a board member or corporate leader who can bring global expertise and strategic vision to your organization, I’d love to connect.

Dr. Vivian O. Okere: Empowering Financial Leadership, Driving Strategic Growth and Inspiring Excellence.

I’m excited to share my professional executive biography, which highlights my experience in finance, risk management, executive leadership, and strategic business development. Over the years, I’ve worked with global institutions, academia, and corporate executives, helping organizations navigate financial complexities while mentoring the next generation of finance professionals.

Chad Jackson: Financial Services Technology Advisory Leader Driving Innovation and High-Performing Teams

Chad Jackson is a seasoned financial services technology leader with a proven track record of driving digital transformation, optimizing operations, and building high-performing teams. As the Technology Advisory Leader at Accenture for U.S. financial services, he specializes in modernizing banking, insurance, and capital markets organizations through strategic reinvention and cutting-edge technology solutions. With deep expertise in cloud transformation, payments, legacy modernization, and enterprise architecture, Chad has successfully led large-scale initiatives that enhance competitive advantage and long-term efficiency. His leadership extends beyond execution, fostering collaboration among C-suite executives, technology teams, and industry partners to ensure sustainable growth and innovation in an evolving financial landscape.

Linda Prager: A Visionary Leader in Risk and Compliance. Driving Sustainable and Scalable Solutions in Financial Services.

I am excited to share my executive biography, detailing my journey in financial risk management, compliance, and governance. With over 30 years of experience across top global institutions, I have built sustainable risk frameworks, led regulatory compliance initiatives, and optimized operational resilience. I am now looking to leverage my expertise by serving on a board and contributing to strategic risk governance.

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.

Margaret Rux: Dedicated Leader in Retirement Plan Management & Nonprofit Governance

I’m excited to share my professional journey and the impact I’ve been fortunate to have in both the corporate and nonprofit sectors. With over 30 years in financial services and a deep commitment to nonprofit governance, I strive to bring strategic leadership and financial expertise to every organization I serve. Here is my biography.

Thomas Abbatiello: Expert Compliance Executive.

With over 25 years of experience guiding organizations through complex compliance landscapes, I'm committed to leveraging my expertise to drive growth and safeguard reputations. To learn more about my professional journey, here is my biography.

Josh Feldstein: Strategic Market Data and Financial Services Leader.

I'm excited to share my professional executive biography, highlighting my 30 years of expertise in financial services, market data, and strategic sourcing. My journey has taken me through leadership roles at global institutions, vendor negotiations, and contributions to industry thought leadership. I’m always looking for ways to drive strategic growth and make an impact on the financial industry.

Lisa Hollingshead: Experienced Commercial Lending Executive Focused on Portfolio and Relationship Management

Lisa Hollingshead is a seasoned commercial lending executive with extensive experience in portfolio management, credit risk assessment, and relationship development. As Vice President, Portfolio Manager II at Community West Bank, she plays a pivotal role in managing loan portfolios, ensuring compliance, and fostering client relationships to support business growth. With a strong background in SBA, USDA, and EDA loan programs, Lisa combines financial expertise with a strategic approach to risk management and business development. Her commitment to customer service, teamwork, and operational excellence has made her a trusted leader in the financial industry.

L. Antoinette Ward: Bringing fresh perspectives and innovative strategies to drive growth, spark change, and create lasting impact.

L. Antoinette Ward is a visionary marketing executive with nearly two decades of experience driving revenue growth, digital transformation, and brand engagement across B2B and B2C industries. As Vice President of Marketing at Hibu, she has generated over $1 million in annual revenue through innovative lead generation strategies while optimizing prospect segmentation and digital engagement. A strategic leader with expertise in content marketing, automation, and analytics, she has successfully enhanced brand reputation, increased conversion rates, and developed impactful sales support tools. Beyond marketing, she is a dedicated advocate for diversity, equity, and inclusion, pioneering corporate initiatives that foster a culture of belonging. With an Executive MBA from The Pennsylvania State University, Ms. Ward continues to lead with insight, innovation, and a results-driven approach to business success.

Theodore Roknich: Enterprise Risk and Audit Executive with Expertise in Financial Services

Theodore Roknich is a seasoned enterprise risk and audit executive with over 25 years of experience in financial services, specializing in risk management, internal audit, regulatory compliance, and financial controls. Throughout his career, he has built and led audit and risk management functions, ensuring compliance, strengthening governance, and mitigating financial and operational risks. As a trusted advisor to executive leadership and board committees, he has successfully developed risk management strategies, integrated data analytics into audit processes, and enhanced regulatory compliance frameworks. Currently serving as Enterprise Risk Manager at Horizon Bank, he continues to provide strategic oversight, aligning risk management with business objectives and regulatory expectations. His leadership and expertise have played a critical role in improving financial oversight, operational resilience, and governance within the institutions he has served.