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Tag: Investment Banking

Joe Lichtenberger: Strategic Finance Leader and Investment Innovator

Joe Lichtenberger is a seasoned finance executive with over 30 years of experience in structured trade finance, private equity, venture capital, and corporate finance. As the Managing Principal of Crescive Capital, he leads early-stage investments, financial consulting, and capital-raising initiatives, leveraging his deep expertise in strategic growth and value creation. His career includes leadership roles at Cargill, where he structured billion-dollar financing deals and pioneered innovative investment strategies, as well as experience in private equity and investment banking at firms like The Pritzker Organization and Bear Stearns. With an MBA from Northwestern University’s Kellogg School of Management and a BBA from the University of Michigan’s Ross School of Business, Lichtenberger is recognized for his ability to navigate complex financial landscapes, optimize capital structures, and drive sustainable growth for high-impact businesses.

Jim Wood: Chief Executive Officer “Driving Results Through Strategic Insight and Proven Leadership”

I'm pleased to share a professional overview reflecting my career dedicated to strategic growth, financial management, and operational excellence. Having led transformative initiatives across real estate, investment banking, and media, I continue to seek meaningful opportunities to leverage my skills and experience—here is my biography.

James B. Saakvitne: Strategic Leader and Trusted Advisor “Building Trust Through Strategic Vision and Communication.”

I'm excited to share my professional journey, reflecting over 35 years of strategic leadership and advisory experience in global finance and credit origination. Now semi-retired, I'm channeling my expertise into meaningful board engagements and continued community involvement. Here is my biography.

Robert Koenig: Transforming Mergers and Acquisitions Through Innovation and Expertise; Positively Transforming the Lives of Business Owners.

After more than three decades in M&A, I have had the privilege of working with business owners to maximize their exit strategies and secure financial futures. From pioneering new marketing techniques to leading a global network of buyers, my career has been dedicated to delivering superior valuations and transformational liquidity events. Here is my biography.

Michael Schmitz: Driving Growth Through Financial Expertise and Strategic Insight.

After three decades on Wall Street, I’ve built a career on financial expertise, strategic investments, and deep insights into the energy sector. As I explore new board opportunities, I am excited to leverage my knowledge to help companies grow, innovate, and succeed. Here is my biography.

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.

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.

Aalok Shah: Visionary Finance Leader and Strategic Investment Expert; Empowering Growth, Creating Value, Driving Strategic Excellence.

I am excited to share my professional journey and expertise in corporate finance, investment banking, and strategic investment management. My experience spans capital markets, structured finance, and business growth strategies, allowing me to navigate complex financial landscapes and drive long-term value. Here is my biography.

Talbot Stark: Strategic Leadership Architect and Executive Coach

Talbot Stark leverages his extensive executive leadership experience in Fortune 500 companies and startups to provide strategic insights, drive innovation, and deliver high-value contributions as a Board Member and executive coach. With a proven track record in global markets, institutional sales, and leadership development, he has successfully guided top executives across industries, equipping them with the skills and strategies needed for long-term success. As the Founder and CEO of **ExecPathfinders LLC**, Talbot combines his deep expertise in financial strategy, corporate governance, and executive coaching to foster growth, enhance leadership effectiveness, and empower organizations to navigate complex business landscapes.

Brian Valik: Experienced Finance Executive with Expertise in Investment Banking, Capital Markets, and M&A

With over 25 years of expertise spanning investment banking, capital markets, and M&A, Brian Valik brings a wealth of knowledge and strategic insight to every organization he supports. As a CPA and MBA, Brian has guided middle-market and lower-middle-market companies through complex financial transactions, raising capital, and driving growth initiatives. His leadership is marked by integrity, collaboration, and a passion for mentoring others. Actively serving on several boards, including Morqlear and Exit Planning Exchange, Brian combines his extensive experience with a commitment to giving back and helping organizations succeed.

Joseph S. Tanious, CFA: “Bridging Markets, Strategy, and Leadership for Lasting Impact”

Excited to share my professional journey, spanning over 25 years in asset management, investment strategy, and financial leadership. My experience in macroeconomic research, portfolio construction, and client advisory has shaped my perspective on markets and investing. Passionate about financial education and sharing insights through public speaking and media engagements. Here is my biography.

David G. Wopschall – Strategic Financial and Operational Leader

David G. Wopschall is a seasoned financial and operational executive with over 25 years of leadership experience in private equity-backed and public companies. As a transformative CFO, he has led over $1 billion in M&A transactions, driving enterprise value and securing high-multiple exits. With expertise spanning high-tech, electronics, satellite communications, SaaS, and manufacturing, he has successfully restructured global organizations, optimized financial operations, and raised over $300 million in capital. A trusted advisor to CEOs and Boards, Wopschall excels in financial strategy, risk management, and operational efficiency. His ability to drive growth, profitability, and corporate transformation has made him a pivotal leader in navigating complex global markets.

Parker Laville: Strategic Finance and Investment Banking Leader | Capital Markets Expert | Board Advisory Professional

Parker Laville is a highly accomplished corporate and investment banking executive with over 37 years of experience in capital markets, structured finance, and lending. Throughout his career, he has successfully led teams, managed multi-billion-dollar portfolios, and provided strategic financial solutions across industries including energy, oil and gas, renewable energy, and corporate finance. Currently serving as managing director at Impact Strategic Funding, Parker specializes in debt financing for lower middle-market companies, leveraging his deep expertise in risk management, financial structuring, and client relationship development. A dedicated leader with international experience, he has worked with top global financial institutions and served on advisory boards, bringing a wealth of knowledge to governance and strategic decision-making. Now transitioning into board service, Parker is committed to using his extensive expertise to guide organizations in achieving financial stability, sustainable growth, and long-term success.

Jerry Elliott: Transformative Leader in Telecom, Technology, and Media

Jerry Elliott is a transformative business leader with a proven track record of driving exceptional financial performance and operational excellence across telecommunications, technology, and media industries. Known for turning around underperforming companies, he has successfully led organizations to industry-leading positions by implementing strategic growth initiatives, optimizing financial structures, and fostering high-performance teams. As President, CEO, and board member of multiple publicly traded and private equity-backed companies, Jerry has consistently delivered shareholder value through innovation, execution, and disciplined leadership. His ability to navigate complex business challenges, coupled with his deep expertise in finance, operations, and corporate strategy, has made him a sought-after leader in dynamic and high-stakes environments.

Messias Pedreiro Neto: Seasoned Financial Executive and Strategic Advisor

Messias Pedreiro Neto is a seasoned financial executive with over 30 years of experience in corporate finance, investment banking, and strategic advisory. As a Partner at Thoreos Consultoria, he specializes in guiding mid-cap and large companies through transaction structuring, growth strategies, and financial optimization. With a proven track record that includes leading Brazil’s largest multi-source project finance initiative and structuring over USD 1.5 billion in upcoming investments, Messias is renowned for his expertise in governance, venture capital, and international financial strategies. Fluent in Portuguese, English, and Spanish, he brings a global perspective to every endeavor, making him a trusted advisor and transformative leader in the financial sector

Rex Sherry: A Senior and Highly Experienced Leader in Financial Services and Investment Banking.

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.