I'm excited to share my executive biography, detailing my journey in operations management, customer experience, corporate social responsibility, and strategic transformation. Over the years, I have had the privilege of leading high-impact initiatives across financial services, healthcare, and consumer-directed benefits, shaping organizational growth and driving meaningful change. If you're interested in learning more about my experience and leadership approach.

I’m excited to share my professional executive biography, which highlights my journey in banking, real estate, mortgage, and financial services over the past 27 years. From founding and scaling companies to leading acquisitions and driving strategic growth, my passion has always been mentorship, innovation, and leadership. I look forward to connecting with like-minded professionals and continuing to contribute to the industry.

Randall S. Ostler is a seasoned fintech and digital payments executive with over 30 years of experience leading product innovation, business strategy, and global operations. With a strong technical foundation and a keen understanding of business dynamics, he has successfully driven large-scale digital transformations, formed strategic international partnerships, and enhanced operational efficiencies in the financial services sector. Fluent in English, Spanish, and Portuguese, Randall has worked extensively across Asia, Europe, and Latin America, bringing a global perspective to fintech growth and innovation. His expertise in emerging payment technologies, financial compliance, and data-driven decision-making has earned him industry recognition, including multiple patents and a fintech future award. Now actively seeking board and advisory roles, he aims to leverage his cross-disciplinary expertise to help organizations navigate the complexities of digital finance and global market expansion.

Dr. Andrew S. Nevin is a globally recognized economist, strategist, and thought leader with over 40 years of experience spanning finance, economic policy, neuroscience, and corporate governance. As the Research Professor and Inaugural Director of the Brainomics™ Venture at the Center for BrainHealth, University of Texas at Dallas, he pioneers research on the economic value of brain health and its impact on productivity and human flourishing. A Rhodes Scholar with a PhD in Economics from Harvard University, Dr. Nevin has held executive leadership roles across PwC, McKinsey & Company, and United Family Hospitals, shaping global economic policies and corporate strategies. He has advised multinational corporations, financial institutions, and policymakers, particularly in Africa, where he has been instrumental in driving economic transformation and governance reforms. A prolific speaker and media contributor, he has delivered hundreds of engagements worldwide and authored influential publications on economic development, financial sustainability, and corruption. With his unique blend of academic excellence, strategic vision, and leadership experience, Dr. Nevin continues to shape the future of brain health, economic policy, and corporate innovation.

Adam S. Plotkin is a seasoned executive with over 25 years of experience in financial services, investment management, and compliance. A strategic leader with a strong focus on regulatory oversight, risk management, and client engagement, Adam has successfully guided organizations through growth, operational improvements, and industry challenges. His expertise spans RA money management, SEC evaluation, and portfolio oversight, making him a trusted advisor in the investment sector. Beyond his corporate achievements, Adam is a dedicated mentor and community leader, actively serving on boards and committees, particularly within the Jewish community. A passionate advocate for fostering creativity and empowering others, Adam is now seeking board and advisory roles where he can leverage his deep expertise to help organizations evolve and thrive.

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.

Christopher M. Cannon, CPA, MBA, is a seasoned financial executive with 15 years of leadership experience in financial services and insurance. Specializing in financial planning and analysis, corporate finance, and risk management, he has successfully led enterprise-wide financial transformations, optimized financial performance, and implemented innovative financial systems. As senior executive director of personal lines and operations at CSAA Insurance Group, Chris oversees revenue forecasting, expense planning, and strategic financial initiatives that drive corporate decision-making. With a strong foundation in M&A valuation, financial modeling, and governance, he is actively seeking board opportunities where his expertise in finance and strategic oversight can contribute to organizational growth and success.

Christine E. Wright is a seasoned business strategist and customer experience executive with over 30 years of expertise in data analytics, AI-driven business models, and digital transformation. She has worked with Fortune 500 and 1000 companies across telecommunications, high-tech, retail, and financial services, helping them optimize customer engagement, drive revenue growth, and implement scalable business solutions. As a former executive at Teradata, Convergys, and Sprint, as well as the founder of Customer Contact Insights (CCI), Christine has led multimillion-dollar initiatives, pioneered AI and cloud-based customer strategies, and developed a patented customer lifecycle marketing framework. A recognized thought leader, public speaker, and board member, she continues to leverage her deep industry knowledge and strategic insights to drive innovation, business transformation, and operational excellence.

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.