I am excited to share my professional journey, highlighting my experience in financial services, board governance, and strategic leadership. With a track record of driving growth, optimizing financial structures, and fostering collaboration, I look forward to new opportunities where I can make a meaningful impact. Here is my biography.

In the ever-evolving financial services landscape, client engagement serves as the cornerstone for building trust, loyalty, and enduring partnerships. Michelle Marschel emphasizes that a personalized approach—tailored to clients’ unique goals and supported by technological innovation and feedback loops—can transform service quality and foster deeper connections. By integrating advanced tools to streamline operations and gathering actionable insights from clients, fund services can remain agile and responsive to changing needs. Proactive engagement, coupled with a commitment to operational excellence, not only enhances client satisfaction but also solidifies their confidence in service providers as essential partners in their financial success.

Excited to share my professional journey, highlighting my 45+ years of experience in relationship banking, commercial lending, and strategic financial leadership. As I transition into board and advisory roles, I look forward to leveraging my expertise in financial governance, risk management, and strategic planning to help organizations grow and succeed. Here is my biography.

Julie Peck is a seasoned executive with extensive expertise in financial, IT, and operational audit, as well as cybersecurity and enterprise risk management. With a distinguished career spanning Fortune 500 companies, a "Big 4" accounting firm, and global manufacturing and financial services organizations, she has consistently been selected to lead critical initiatives and drive transformation. Known for her strategic vision, collaborative leadership, and ability to build high-performing teams, Julie has played a pivotal role in strengthening internal controls, enhancing cybersecurity frameworks, and optimizing risk management programs. Her career includes leadership roles at Nouryon, Gardner Denver (now Ingersoll Rand), Johnson Controls, Fiserv, Deloitte & Touche, and the Office of the Comptroller of the Currency. Julie holds an MBA from the University of Notre Dame, a BBA from the University of Wisconsin – Eau Claire, and multiple professional certifications, including CPA, CISA, and CISSP.

Neal Litton is a seasoned financial professional and former military leader dedicated to guiding individuals, families, and veterans toward financial security. With a career spanning financial consulting roles at USAA, Charles Schwab, and Modern Woodmen of America, he has built a reputation for strategic wealth management, retirement planning, and investment guidance. His disciplined approach, shaped by his service with the U.S. Army Corps of Engineers, allows him to provide clients with structured, long-term financial strategies. An advocate for veterans, Neal has also held leadership roles in organizations supporting those who have served, reinforcing his commitment to financial literacy and stability. Holding an MBA from the University of Phoenix and a Bachelor of Science from Texas A&M University, he combines education, experience, and a client-focused approach to deliver trusted financial solutions.

David McElroy is a data-driven leader with over 15 years of experience in data management, analytics, and enterprise architecture, specializing in transforming business operations through innovative data solutions. As the **Senior Product Owner of Data Platforms** at **GreatAmerica Financial Services**, he leads high-performing teams, spearheads cloud migrations, and optimizes data infrastructure using cutting-edge technologies like **Azure, Databricks, and Power BI**. With a strong background in financial services, healthcare, and education, David combines **technical expertise, strategic vision, and leadership** to drive data governance, automation, and business intelligence initiatives. His passion for mentoring, teaching, and fostering data-driven cultures has positioned him as a **trusted expert in analytics and enterprise data solutions**, empowering organizations to unlock the full potential of their data assets.

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.

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.

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.

I’m excited to share my executive biography, highlighting over three decades of diverse experience in financial services, consulting, and nonprofit leadership. From fostering high-performing teams to advocating for diversity and inclusion, my career has been dedicated to empowering organizations and individuals for sustainable success.

Rex Sherry is a seasoned financial services executive with over 30 years of experience in investment banking, venture capital, private equity, and corporate governance. Having successfully raised over $130 billion in capital and led more than 80 IPOs, Rex has a proven track record of scaling businesses, structuring complex financial transactions, and positioning companies for public markets. Currently serving as Managing Partner at Klamath Technology Credit Partners, he has sourced over $2 billion in investments for high-growth, pre-IPO companies. A founding board member of the Silicon Valley Directors Exchange, Rex is also a champion of corporate governance and strategic leadership, making him a transformative figure in the industry.

I’m excited to share my professional biography, which highlights my journey across project management, land development, education, and leadership. My philosophy of "See a need; fill a need" has guided me to deliver innovative solutions and foster collaboration in every role.

Manny Monahogios is a seasoned financial leader with over 30 years of exceptional experience in global markets, trading, and risk management. Renowned for his results-driven approach, Manny has excelled in delivering tailored financial solutions across corporate, institutional, family office, and ultra-high-net-worth client segments. His dynamic career spans wealth management, cross-border M&A, and derivatives strategy, demonstrating a remarkable ability to adapt to evolving industry landscapes. A proven leader and multi-tasking producer, Manny is committed to driving innovation, fostering a culture of excellence, and delivering measurable results through strategic initiatives and collaborative leadership.

I am excited to share my professional biography, highlighting my experience in cybersecurity, financial services, and operational leadership. With over 40 years of expertise, I am passionate about guiding organizations to growth and success.

I'm excited to share my executive biography, which reflects my journey of driving transformative growth and leading with purpose in the insurance and financial services industries. I invite you to explore how my values, expertise, and experiences align with a commitment to empowering teams and making a lasting impact.

I’m excited to share my professional journey and accomplishments with you. With over 30 years of leadership experience in financial services, insurance, and investments, I’ve dedicated my career to empowering organizations and fostering meaningful change. Here is my biography.