Resources in "Financial Services"
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Julie Caperton, Head of Private Bank, Wells Fargo (4/27/2023)
Julie Caperton heads up the Private Bank at Wells Fargo. Julie talks about how a personal incident that occurred to her and her family, forged her "No Nonsense" authentic personal...
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Dennis Devine, CEO, Alliant Credit Union (04/20/2023)
Dennis Devine, CEO of Alliant Credit Union, founded in 1935 and the only all-digital, national credit union of over 10,000 financial institutions, shares how to create an exceptional...
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Sarah Chavarria, President, Delta Dental of California – (4/13/2023)
Sarah Chavarria, President of Delta Dental of California, which is part of America's largest dental insurance company with 44 million members across 15 states, Washington, D.C. and...
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Michael Gregoire, Co-founder, Brighton Park Capital (3/30/23)
Michael Gregoire, co-founder of Brighton Park Capital and long-time CEO who engineered one of the largest tech deals involving CA Technologies and Broadcom, shares his unique...
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Lynn Tilton, Founder & CEO, Patriarch Partners, LLC (03/09/2023)
Lynn Tilton, Founder and CEO of Patriarch Partners, dubbed “The Turnaround Queen” has lead over 243 turnarounds of iconic brands saving over 700,000 American manufacturing jobs. You...
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Alberto Casellas, CEO, Synchrony Health & Wellness (3/7/23)
Alberto Casellas, CEO of Synchrony Health & Wellness, including the financing program called CareCredit with 12 million customers, shares their unique model that bridges the gap...
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Ronald Weiner, Chairman & President, Perelson Weiner LLP (12/22/2022)
Ronald Weiner, Chairman and President of Perelson Weiner LLP, for 28 years, shares the company’s unique CPA “knowledge” business model which was developed in contrast to the...
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Rob Sechan, CEO, NewEdge Wealth
NewEdge Wealth CEO, Rob Sechan shares with us how NewEdge Wealth is disrupting the Financial Advisory Industry by "being a customer of the street" and sitting on the same side of the...
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Suneera Madhani, Founder & CEO, Stax (10/13/22)
Suneera Madhani, Founder & CEO of Stax, a unicorn company and 1 of the top 10 fastest-growing fintech companies, talks about disrupting the payment industry as a reluctant...