Tag: financial services

Joseph Norris: Enterprise Risk Management Executive | Championing Resilience, Compliance, and Strategic Risk Leadership

Joseph Norris is an accomplished enterprise risk management executive with more than 20 years of experience leading governance, compliance, and risk programs across financial services, fintech, and consulting. As Vice President of Enterprise Risk Management at Desert Financial Credit Union, he oversees a robust risk portfolio for Arizona’s largest credit union, aligning strategic objectives with a culture of accountability and resilience. Joseph’s expertise spans IT governance, regulatory compliance, cybersecurity, and integrated risk platforms, and his credentials in GEIT and CDPSE reinforce his reputation as a forward-thinking leader. Known for his ability to bridge business and technical teams, he delivers scalable, business-aligned solutions that protect operations, enhance decision-making, and build long-term value.

Joel Jeselsohn | Global Finance & Operations Executive | Strategic CFO | Board Advisor

Joel Jeselsohn is a seasoned global CFO and strategic business leader with a track record of transforming finance organizations into engines of growth, efficiency, and shareholder value. Known for his sharp financial acumen and operational insight, Joel has led high-impact initiatives across SaaS, financial services, and B2B software sectors—guiding companies through IPOs, mergers, and complex global expansions. With deep international experience and a passion for automation and strategic planning, he is a trusted advisor to CEOs, investors, and boards alike.

David Cook, CPA, CIA, CRMA | Senior Audit Executive | Global Risk Strategist & Process Improvement Leader

David Cook is a highly respected senior audit executive and global risk strategist with over 37 years of leadership experience in the financial services industry. Known as a “Master Problem Solver,” David has driven transformational change across internal audit, fraud investigation, and enterprise risk functions—both domestically and internationally. As a CPA, CIA, and CRMA, his career is marked by strategic innovation, process improvement, and a deep commitment to mentoring the next generation of leaders. With a passion for helping organizations navigate complexity and enhance governance, David is now focused on board service where he can continue to make a meaningful impact.

Douglas J. Petersen: Driving Excellence in Financial Leadership and Community Engagement

After more than three decades of leadership in financial services and board governance, I’ve had the privilege of working with incredible teams, organizations, and communities. My passion for strategy, purpose-driven leadership, and community engagement has never been stronger. I’m excited to continue advising and contributing where I can make a meaningful impact — here is my biography.

Sherri Combs: Transformational Leader in Financial Services, Operations, and Community Impact

Sherri Combs is a transformational leader with a proven track record of driving growth, streamlining operations, and leading organizations through complex regulatory and system changes. With deep expertise across financial services, project management, and operations, she has consistently delivered measurable results—whether launching new markets, managing multimillion-dollar portfolios, or revitalizing underperforming business units. Known for her strategic mindset, strong relationship-building skills, and commitment to community impact, Sherri blends innovation with integrity to create sustainable success across every initiative she leads.

Tim Schultz: Visionary Banking Executive Driving Portfolio Excellence and Strategic Growth Across Financial Services

Tim Schultz is a seasoned banking executive with a distinguished career spanning over 25 years in commercial and small business lending, credit risk, and portfolio management. Known for his strategic leadership and operational excellence, Tim has led large, diverse teams and implemented innovative credit processes that have been adopted across national banking platforms. His tenure at PNC (formerly BBVA) and Compass Bank showcases a consistent track record of enhancing efficiency, reducing risk, and driving strong portfolio performance. With deep expertise across financial services and a collaborative, ethical leadership style, Tim continues to be a trusted force in the banking industry.

Mark Collins: Empowering Growth by Solving Problems, Creating Value and Leading Transformational Change

I'm excited to share a detailed look at my professional journey, spanning over 25 years in financial services, investments, and consulting. From leading strategy and operations to mentoring thousands of advisors and teaching future leaders, this bio captures the path I've taken and the value I aim to bring to boards, businesses, and communities. Here is my biography.

Nicholas Chaney: Empowering Progress through Ethical Leadership

Excited to share my executive biography, highlighting my journey across public policy, financial services, and risk management. From my roots in city governance to leading regulatory compliance programs in fintech and banking, I’m passionate about helping organizations thrive through strong governance and ethical decision-making.

Dennis Garcia: Veteran Financial Leader with Expertise in Customer-Centric Business Management

Dennis Garcia is a seasoned executive with over 40 years of leadership experience in banking, logistics, and telecommunications, recognized for his unwavering commitment to customer service and operational excellence. Throughout his career, he has led diverse teams, managed complex financial operations, and cultivated long-standing client relationships across multiple industries. From driving treasury management strategy at U.S. Bank to spearheading training initiatives at T-Mobile and guiding multi-site logistics operations, Dennis has consistently delivered impactful results through strategic thinking, strong communication, and a values-driven approach. His deep expertise, combined with his dedication to community service and professional development, underscores a legacy built on trust, integrity, and transformative leadership.

Joel Volcy: Strategic Financial Services Leader with Global Operational Expertise

Joel Volcy is a dynamic financial services executive with over 30 years of experience leading global operations across reinsurance, insurance, and capital markets. Known for building high-performing teams and scalable infrastructures, he has successfully executed large-scale acquisitions, implemented cost-effective outsourcing models, and driven operational excellence across complex organizations. With a strategic mindset and a global perspective, Joel has led transformative initiatives in the U.S., Latin America, Canada, Europe, and Asia Pacific, consistently delivering measurable results. His leadership is grounded in innovation, risk management, and service excellence, making him a trusted force in the ever-evolving financial services landscape.

Joseph Weaver

I'm excited to share a snapshot of my professional journey—spanning news production, digital strategy, and communication leadership. As I pivot into new industries and board opportunities, I'm driven by a mission to make meaningful impact through clarity, creativity, and strategic insight. Here is my biography.

Julie A. Nagle | Strategic Human Resources Executive | Board-Ready Leader | Organizational Transformation Expert

Julie A. Nagle is a seasoned Human Resources executive with a proven track record of transforming organizations through strategic people leadership. With over 25 years of experience across professional services, financial services, and technology, Julie has built and led HR functions that drive culture, elevate talent, and enhance business performance. Known for her integrity, global perspective, and ability to align human capital strategies with enterprise goals, she has partnered closely with boards, CEOs, and private equity sponsors to lead successful M&A integrations, succession planning, and executive compensation initiatives. Her leadership has been instrumental in earning organizations top workplace recognitions and delivering measurable growth and value creation.

Elven Riley: Architect of Transformation and Innovation

After more than five decades of experience at the intersection of technology, finance, and education, I’m excited to share my professional executive biography. It reflects my passion for transformation, my global consulting work, and my academic leadership at Seton Hall. I'm actively seeking new board opportunities where I can contribute to strategic innovation and effective governance. Here is my biography.

Mark Charles

After decades of leading in capital markets, structured finance, and investment strategy, I’m excited to share my executive biography. I’ve led syndications totaling over $12B, contributed to board governance initiatives, and remain passionate about mentorship and long-term value creation. If you're looking to collaborate, advise, or connect, here is my biography.

Scott Cohen: Visionary CEO & Strategic Growth Leader

Excited to share my professional executive biography, highlighting over four decades of experience in global equipment leasing, financial strategy, and leadership. I’m passionate about helping businesses grow, mentoring others, and bringing strategic insight to board opportunities.

Michael Crystal | Transformational Leadership Advisor, Executive Coach, and Board Consultant

Michael Crystal is a seasoned leadership advisor, executive coach, and organizational strategist with over 30 years of global experience in financial services, insurance, advertising, and the wine industry. As the founder of Myriad Development, he has guided executives and organizations through transformational change, talent development, and strategic planning. A trusted advisor, he has coached Fortune 500 leaders, including executives featured in Fortune’s “50 Most Powerful Women in Business,” and has played a pivotal role in leadership development across diverse industries. In addition to his consulting work, Michael is an accomplished author, educator, and speaker, having taught at two graduate schools and delivered impactful presentations on change management and talent strategy. He currently serves on multiple boards, providing governance and workforce development insights while contributing to philanthropic initiatives such as The Honor Foundation and WeSpeak. Passionate about leadership excellence, Michael is dedicated to helping organizations cultivate strong, high-performing teams that drive sustainable success.