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Vice President, Treasurer
#StrategicFinancialPlanning #CashFlow #TreasuryManagement
#NorthAmerica
Experienced Finance and Treasury Leader with a demonstrated history of working in the Healthcare and cleantech industries.
Managing Director
#strategicfinancialplanning #wealthmanagement
Passionate senior leader motivated by building & executing national scope, client-centric mandates containing a core wealth planning focus. Tenure includes 25+ years of wealth management experience, 1
Partner & Director of Investment Research
#investments #strategicfinancialplanning
Eric D. Mancini is a Certified Financial Planner (CFP®), a Chartered Alternative Investment Analyst (CAIA®), and the director of investment research at Traphagen. Eric graduated Penn State University
Chief Revenue Officer
#financialservices #strategicfinancialplanning #processimprovement
#Northamerica
George Coutros is Head of Product & Analytics at Experian Clarity Services. He has more than thirty years of experience in consumer lending, risk management and analytics. George has served as an exec
President and Chief Operating Officer
#wealthmanagement #investments #strategicfinancialplanning
Jill Huls is an accomplished executive with a demonstrated track record of delivering results in the financial services industry. With a robust skill set encompassing Executive Leadership, Financial P
Partner and Wealth Advisor
A Partner and Wealth Advisor, Michael is also a CPA and has been providing tax and financial planning advice to individuals and families for over 25 years. He was instrumental in establishing the firm
Strategic Client Experience
#management #strategicfinancialplanning
Leader and builder of client service teams and operations for sophisticated client groups. Substantial experience within the private wealth and investment management sectors. Demonstrated ability to o
Senior Director Financial Planning and Analysis
#strategicfinancialplanning #biotech
Proven pharmaceutical professional with experience providing financial support to senior management. Demonstrated ability to build rapport and resolve complex issues with conflicting interests. Extrem
Head of Partnerships & Business Development
#investments #financialadvisory #strategicfinancialplanning
Trish Nielsen is Head of Partnerships & Business Development for Worldsource Wealth Management, inclusive of both investment dealers: Worldsource Securities Inc. (IIROC) and Worldsource Financial Mana