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    Tag: investor relations

    Doug Jordan: Visionary FinTech Executive & Global Leader in Digital Asset Innovation

    Douglas Jordan is a visionary FinTech executive with over 30 years of experience leading transformative initiatives across global financial markets. As President of Diamond Standard Asset Management, he played a pivotal role in launching the world’s first SEC-regulated diamond commodity exchange, bridging traditional finance with blockchain innovation. Known for his strategic foresight, operational expertise, and ethical leadership, Douglas has consistently driven growth, built high-performing teams, and cultivated trusted relationships with investors, institutions, and global partners. His career reflects a rare combination of technical acumen, international perspective, and an unwavering commitment to innovation and integrity.

    Darik Fernandez: Transformational Property Management Leader Across Multifamily and Mixed-Use Portfolios

    I'm a seasoned property management and operations executive with over 20 years of experience leading multifamily, affordable, mixed-use, and commercial real estate portfolios. From lease-ups and repositioning projects to investor relations and strategic planning, I’ve had the opportunity to work with incredible teams across diverse markets, consistently driving occupancy, revenue growth, and operational excellence. I’m passionate about mentoring talent, solving complex challenges, and delivering value to owners, residents, and stakeholders alike.

    David Sims: Transforming Potential into Performance

    I’m excited to share my professional biography, highlighting my journey as a strategic operator and investor over the past 15 years. From building scalable infrastructure platforms to delivering high-IRR exits for private equity investors, it’s been a fulfilling path of transformation, growth, and collaboration.

    Kevin Laughlin: Strategic Financial Executive Driving Scalable Growth and Operational Excellence

    Kevin Laughlin is a seasoned financial executive with a proven track record of scaling companies from early-stage ventures to publicly traded enterprises across the software, services, internet, and manufacturing sectors. With deep expertise in SaaS, recurring revenue models, and operational finance, he has successfully led functions spanning accounting, financial planning, international operations, risk management, investor relations, and legal oversight. Throughout his career, Kevin has guided organizations through IPOs, mergers, and high-growth transitions, including taking companies from zero to \$100 million and from \$3 million to \$400 million in revenue. His leadership is marked by strategic foresight, operational excellence, and a commitment to building strong, scalable financial infrastructures.

    Matthew Maccabee: Bridging Continents and Conscious Capitalism

    Over the past 15 years, I’ve had the privilege of working across continents and industries, from blockchain and real estate to ESG investment and strategic finance. My journey has been driven by a commitment to global innovation, meaningful partnerships, and making capital work for people and planet. Here is my biography.

    Kirt Boultinghouse | Principal | Private Equity & Real Estate Investment Executive

    With over 25 years of experience in private equity and real estate investment, Kirt Boultinghouse is a trusted leader in capital markets strategy, investor relations, and asset growth. As a principal, advisor, and board member, he brings a proven track record of aligning strategic investment opportunities with long-term value creation—driven by integrity, insight, and a passion for helping companies scale successfully.

    Victor Vilaplana: Strategic Financial Executive Driving Growth Through Insight, Relationships, and Execution

    Victor Vilaplana is a seasoned financial and operational executive known for his strategic foresight, analytical rigor, and relational leadership across both Fortune 500 companies and innovative startups. With a strong foundation in finance, market implementation, and investor relations, he has driven measurable growth and transformation in high-stakes environments. Victor’s career reflects a rare blend of business acumen and emotional intelligence, allowing him to navigate complex challenges while fostering trust among investors, policymakers, and cross-functional teams. His leadership is marked by a forward-looking, adaptable approach that consistently delivers shareholder value and long-term impact.

    Joanna Rodriguez | Vice President of Finance | Strategic Financial Executive in CPG & Food Industries | CMA

    Joanna Rodriguez is a seasoned finance executive with over two decades of experience driving strategic growth and financial excellence in the consumer packaged goods and food industries. As Vice President of Finance at Miss Jones Baking Co., she leads critical initiatives in budgeting, forecasting, capital strategy, and investor relations. A Certified Management Accountant (CMA) with a proven track record in high-growth environments, Joanna combines financial rigor with operational insight to support companies scaling toward long-term success. She is passionate about using her expertise to mentor emerging leaders and contribute meaningfully through board service.

    Greg Vance: Transformational Financial Leader with Global Expertise in Strategy, Operations, and Investor Engagement

    Greg Vance is a results-driven financial executive with over 30 years of global experience leading finance, operations, and strategic transformation across the financial services and technology sectors. Recognized for his ability to drive growth, operational excellence, and investor confidence, Greg has held senior leadership roles at TradeStation, FIS, and Thomson Reuters, where he guided organizations through IPO readiness, complex M&A, and large-scale business integrations. He brings a strong track record in financial planning and analysis, regulatory compliance, and performance optimization, with a leadership style grounded in integrity, transparency, and team development.

    Ken Arnold: Market-Shaping Visionary Medical Device Leader Driving Transformational Innovation in Laser Technologies

    Ken Arnold is an accomplished medical device executive recognized for leading breakthrough innovations in laser technology and transforming companies through strategic vision and hands-on leadership. As CEO and Co-founder of Precise Light Surgical, he raised $17 million and guided the company from concept to commercialization with a novel tissue-sparing microsurgical platform. His earlier roles at Laserscope and Iridex underscore a consistent track record of scaling innovation into clinical and commercial success, including driving a $715 million acquisition and spearheading next-generation glaucoma treatments. With deep technical expertise, strong investor and clinical relationships, and a relentless focus on patient impact, Ken has built a career defined by precision, performance, and purpose.

    Warren Spector

    I’m excited to share a bit more about my professional background and the value I bring to board and advisory roles. With over 45 years of executive experience, I’m passionate about helping organizations navigate strategic challenges and seize new opportunities. Here is my biography.

    Herbert W. Jackson: Strategic Deal Architect and Investment Advisor

    Excited to share an updated executive biography that reflects my journey across special situations investing, private equity origination, and strategic advisory. It’s been a privilege to work with great partners over the years—from Davis Funds and Avanti Partners to Blackstone and Trilantic—and to play a role in transactions that unlock real value.

    The Role of a Fractional CFO in Driving Business Growth

    As small and medium-sized businesses evolve, they often face complex financial challenges that can hinder growth—ranging from managing cash flow and scaling operations to preparing for fundraising or strategic expansion. While hiring a full-time CFO might be impractical or premature, a fractional CFO offers an ideal middle ground, delivering seasoned financial leadership on a flexible basis. These professionals bring deep expertise across strategic planning, capital raising, risk management, and financial systems—all at a fraction of the cost. By providing clear, objective guidance and strengthening communication among stakeholders, a fractional CFO helps businesses navigate change, seize opportunities, and build a solid foundation for long-term success.

    Madison T. Woodward III | Visionary Geoscientist and Energy Strategist Driving Global Exploration, Innovation, and Resource Development

    Madison T. Woodward III is a seasoned geoscientist and corporate leader with over 43 years of experience in oil and gas exploration, field development, and asset acquisitions. With a proven track record of leading successful discoveries in the Gulf of Mexico and Southeast Asia, he has played a pivotal role in shaping exploration strategies, portfolio management, and emerging energy solutions such as carbon capture and lithium production. His leadership extends beyond technical expertise, having served in executive roles, guided international ventures, and contributed to board-level decision-making. A respected speaker and advisor, Madison combines deep industry knowledge with a strategic, common-sense approach, making him a valuable asset to companies navigating the evolving energy landscape.

    Christi Westman: Experienced Financial Executive in Banking and Corporate Finance

    Christi Westman is a seasoned financial executive with extensive expertise in corporate accounting, financial management, and regulatory compliance. As Vice President and Controller at Gate City Bank, she oversees financial operations, ensuring accuracy, efficiency, and compliance while driving strategic growth initiatives. With a strong background in public and corporate accounting, including leadership roles at Titan Machinery, Caterpillar, Valspar, and Deloitte, Christi has a proven track record of optimizing financial reporting, managing audits, and leading high-performing teams. A Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA), she combines technical expertise with strategic vision to enhance profitability and operational effectiveness. Dedicated to mentorship and industry leadership, she actively contributes to professional organizations and community initiatives, reinforcing her commitment to financial excellence and organizational success.

    Adam Wheeler: Guiding Companies through Complex Legal Landscapes with Integrity, Strategy and Precision.

    I’m excited to share my professional executive biography, highlighting my experience in corporate governance, securities compliance, M&A, ESG, and board advisory. With over 23 years of legal and strategic expertise, I have worked with executive teams, boards, and investors to navigate complex transactions and governance challenges. As I explore board service opportunities, I look forward to contributing my skills to organizations seeking strong leadership, compliance oversight, and business strategy alignment.