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    Tag: portfolio management

    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.

    John Soukas: Visionary Investment Leader and Champion of Climate Innovation

    John Soukas is a seasoned investment executive with over three decades of experience in global financial markets, hedge fund management, and macroeconomic analysis. As the CEO and Co-Founder of Norfolk Green Ventures, he is pioneering investment opportunities in sustainable solutions like seaweed, which he believes holds transformative potential for addressing global climate challenges. With a proven track record in building and managing successful multi-product, multi-strategy investment platforms, John has led efforts that significantly increased assets under management at Wellington Management, where he served as Partner and Hedge Fund Portfolio Manager. His expertise spans across various sectors, including fixed-income portfolios and alternative investments, underpinned by his deep understanding of risk management and capital allocation. Committed to both financial success and environmental impact, John’s leadership is further demonstrated by his philanthropic support for the Special Forces community, earning him the 2023 Naval Seal Legacy Foundation Patriot Award.

    Vidura Stich: Transformational Executive in Healthcare Program Management & Organizational Design

    Vidura Stich is a transformational healthcare executive with deep expertise in digital product leadership, organizational design, and enterprise program management. Known for his strategic vision and people-first approach, he has successfully led large-scale transformations across CVS Health, Blue Shield of California, Kaiser Permanente, and Butterfly Network. With a proven ability to build high-performing teams, design scalable structures, and implement digital strategies that drive measurable results, Vidura excels in guiding organizations through complex change while improving service delivery, operational efficiency, and stakeholder engagement.

    Rene-Philippe Degni-Segui: Strategic Product Leader Driving Innovation and Market Growth Across Global Industries

    Rene-Philippe Degni-Segui is a dynamic product executive with over two decades of experience leading product strategy, innovation, and growth across global industrial sectors. As Director of Product Management at The Raymond Corporation, he manages a $1.5 billion portfolio and drives the development and launch of advanced automation, energy, and material handling solutions. Known for building high-performing teams and delivering customer-focused innovations, Rene-Philippe has a proven track record of aligning business objectives with market opportunities to generate sustainable revenue growth. His strategic mindset, financial expertise, and global leadership experience position him as a forward-thinking leader in today’s evolving product landscape.

    Avijit Barua: Expert in Quantitative Investment Strategies and Risk Management

    Avijit Barua is a results-driven investment professional with extensive expertise in quantitative equity strategies, risk management, and asset allocation. With over a decade of experience in portfolio management and a strong foundation in military leadership, he combines analytical precision with strategic vision to optimize investment performance. Currently serving as Portfolio Manager at OPERS, he has successfully developed and managed systematic equity strategies, ESG and Climate portfolios, and innovative risk management solutions. His expertise in derivatives, capital management, and financial modeling has contributed to outperforming market benchmarks and strengthening institutional investment capabilities. With a proven track record of leadership and innovation, Avijit Barua continues to drive strategic growth in the financial industry.

    Brent Jones: Global Investment Leader with Deep Expertise in Fixed Income and Emerging Markets

    Brent Jones, CFA, is a globally respected investment leader with nearly four decades of experience across fixed income and equities in both public and private markets. Known for his strategic foresight and deep technical knowledge, Brent has managed multibillion-dollar portfolios, led global investment teams, and launched high-impact emerging market strategies. His career spans senior roles at GE Asset Management and Citi Private Bank, where he specialized in portfolio management, client strategy, and product innovation. A board member and advisor to several international companies, Brent is equally committed to social impact through his work with nonprofits focused on education and economic empowerment in developing regions.

    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.

    John Contino | Visionary Leader in Structured Finance and Mortgage Investment

    John Contino is a distinguished financial expert with over 41 years of experience in structured finance, mortgage analysis, and investment advisory. As the founder and principal of Sperlinga Advisory LLC, he has guided institutional clients through complex financial landscapes, specializing in mortgage-backed securities, mortgage servicing rights, and litigation support. His strategic foresight and risk management expertise have been instrumental in successfully navigating market volatility, including his leadership in de-levering investment funds ahead of the 2007 mortgage crisis. A respected expert witness, John has provided testimony in high-profile financial litigation cases, further showcasing his ability to analyze and communicate intricate financial matters. With a strong foundation in investment strategy and structured finance, he is now focused on leveraging his extensive expertise to help businesses grow and thrive in today’s evolving financial environment.

    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.

    Lisa Hollingshead: Experienced Commercial Lending Executive Focused on Portfolio and Relationship Management

    Lisa Hollingshead is a seasoned commercial lending executive with extensive experience in portfolio management, credit risk assessment, and relationship development. As Vice President, Portfolio Manager II at Community West Bank, she plays a pivotal role in managing loan portfolios, ensuring compliance, and fostering client relationships to support business growth. With a strong background in SBA, USDA, and EDA loan programs, Lisa combines financial expertise with a strategic approach to risk management and business development. Her commitment to customer service, teamwork, and operational excellence has made her a trusted leader in the financial industry.

    Steven Gamm: Dynamic Leader Driving High Functioning Teams and Transformational Changes in How Technology Supports a Goal

    Steven Gamm is a dynamic and results-driven executive with over 25 years of experience leading technology delivery and finance transformation initiatives across retail and financial systems. With a proven track record of managing large cross-functional teams, he specializes in driving strategic initiatives, implementing Agile methodologies, and optimizing operational efficiency to achieve sustainable growth. His expertise in program management, risk management, and value realization has enabled organizations to enhance transparency, improve delivery reliability, and align technology solutions with business objectives. Committed to fostering a people-first workplace, Steven is dedicated to developing top industry talent, strengthening collaboration, and ensuring the successful execution of complex enterprise programs.

    Maryam Nourbakhsh: Strategic Project Management Leader in Pharmaceuticals and Healthcare

    Maryam Nourbakhsh is a seasoned project management leader with over 18 years of experience in the pharmaceutical and healthcare industries, specializing in strategic operations, clinical quality, and global regulatory compliance. She has a proven track record of driving complex initiatives, optimizing resource allocation, and implementing data-driven decision-making frameworks to enhance portfolio planning and operational efficiency. Currently serving as Director of Project Management at Bristol Myers Squibb, she spearheads innovative methodologies, fosters cross-functional collaboration, and ensures alignment with corporate objectives. With expertise spanning oncology, immunology, and hematology, Maryam has successfully led high-impact projects at leading pharmaceutical organizations, leveraging her knowledge in clinical trials, governance structures, and process improvement. Holding an MBA in Pharmaceutical Marketing and certifications in Lean Six Sigma and Change Management, she is a strategic thinker committed to innovation, operational excellence, and fostering a culture of continuous improvement.

    Adam S. Plotkin | Executive Leader in Financial Services, Investment Management, and Compliance

    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.

    Christopher Laymon: Leadership, Strategy and Transformation; Driving Impact Across Financial Services and Beyond.

    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.

    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.

    Sharon Crowder: Pioneering Leader in Project and Portfolio Management Excellence

    Sharon Crowder is a dynamic executive leader with a proven track record in project and portfolio management, business transformation, and strategic execution across global enterprises. Known for her ability to drive operational excellence, streamline project delivery, and lead high-impact initiatives, she has successfully built and restructured PMOs, rescued at-risk projects, and optimized vendor management processes to achieve significant cost savings and efficiency gains. With extensive experience engaging executive stakeholders and guiding organizations through complex change, Sharon has led large-scale transformations at PwC, King County, Visa, and Silicon Valley Bank, delivering measurable results that enhance business performance. Her expertise in developing innovative strategies, fostering collaboration, and implementing structured methodologies makes her a trusted leader in driving enterprise-wide success.