Finance & Banking

Experienced individuals involved in financial services, including banking, investment, insurance, and real estate

Bruce Kane CPA

Bruce Kane CPA

Bruce Kane CPA is an Expert Tax Professional based in Syracuse, New York. He specializes in tax planning and business mergers and acquisitions. Bruce S. Kane CPA works closely with entrepreneurs, executives, and organizations, offering clear tax guidance tailored to each situation. Bruce Kane CPA helps clients understand complex tax issues and make smart financial decisions. He is a frequent speaker on tax-related topics and is respected for his analytical yet practical approach. Known for his accuracy and dedication, Bruce Sherwood Kane focuses on solutions that support long-term stability, confidence, and informed planning for both businesses and individuals seeking clarity, trust, and steady financial outcomes for clients.

Bruce Kane CPA is an Expert Tax Professional based in Syracuse, New York. He specializes in tax planning and business mergers and acquisitions. Bruce S. Kane CPA works closely with entrepreneurs, executives, and organizations, offering clear tax guid... Show more

Rama Mohan Reddy Pilli

Rama Mohan Reddy Pilli

Rama Mohan Reddy Pilli is a seasoned Data & AI Architect with deep expertise in large-scale distributed data systems, modern lakehouse architecture, and real-time analytics engineering. With extensive experience at Kard Financial and Dell EMC, he has led mission-critical initiatives that modernize data platforms, optimize compute at scale, and enable high-throughput AI and analytics workloads.

Rama specializes in building multi-petabyte Databricks Delta Lakehouse ecosystems, architecting medallion-modeled pipelines using Delta Live Tables, Auto Loader, Photon, and Spark 3.x performance tuning. He has engineered real-time merchant intelligence systems, high-scale segmentation APIs, and EKS-based microservices powered by AWS S3, IAM Roles for Service Accounts, ALB ingress, and Terraform-first infrastructure. He is recognized for delivering multimillion-dollar impact through cost-efficient cloud designs, Z-Ordering and Liquid Clustering optimization, and resilient ETL frameworks supporting millions of users.

An IEEE Senior Member and SAS Eminent Fellow, Rama actively contributes to global technology awards as a judge and speaks on scalable AI architectures, data engineering automation, and next-generation lakehouse design.

Rama Mohan Reddy Pilli is a seasoned Data & AI Architect with deep expertise in large-scale distributed data systems, modern lakehouse architecture, and real-time analytics engineering. With extensive experience at Kard Financial and Dell EMC, he has... Show more

Pavan Kumar Rajagopal Prakashkumar

Pavan Kumar Rajagopal Prakashkumar

Pavankumar RP is a dynamic Oracle ERP specialist with more than 17 years of extensive experience leading end‑to‑end financial systems transformations across global, multi‑organizational environments. His expertise spans the full suite of Oracle EBS R12 and Oracle Cloud Fusion Financials, including AP, AR, GL, Cash Management, Property Manager, Fixed Assets, Procurement, Inventory, Financial Reporting, OFA, RMCS, Encumbrance Budgeting, and advanced reporting tools such as BI and OTBI.

A seasoned solution architect and AI developer, Pavankumar RP has successfully designed and implemented multiple Oracle AI Agents, bringing intelligent automation and predictive capabilities into core ERP processes. His work reflects deep proficiency in business process analysis, application‑based re‑engineering, process optimization, cost control, and revenue maximization using Oracle’s enterprise platforms.

Pavankumar RP continues to contribute to the evolution of digital finance by integrating AI, automation, and modern ERP capabilities to help organizations achieve operational excellence and strategic agility.

Pavankumar RP is a dynamic Oracle ERP specialist with more than 17 years of extensive experience leading end‑to‑end financial systems transformations across global, multi‑organizational environments. His expertise spans the full suite of Oracle EBS R... Show more

Hina Dixit

Hina Dixit

Hina Dixit is the Founder & CEO of Decompute, a company pioneering AI for decentralized, high-performance infrastructure. With over 15 years of experience at the forefront of venture capital, software engineering and AI innovation, Hina is a recognized leader driving the future of intelligent systems. With her previous experience as a Partner at Microsoft’s venture arm and Samsung, Hina’s has led investments in multiple unicorns. Hina was previously AI leader at Apple for around a decade.

Hina Dixit is the Founder & CEO of Decompute, a company pioneering AI for decentralized, high-performance infrastructure. With over 15 years of experience at the forefront of venture capital, software engineering and AI innovation, Hina is a recogniz... Show more

Marcelo Ramírez

Marcelo Ramírez

Especialista en Estrategia, Producto y Finanzas por UPenn y London Business School. Becado Internacional en Innovation & AI por la IE university. Desarrollador de agentes y agencia IA para la optimización de análisis financieros y corporativos.

Especialista en Estrategia, Producto y Finanzas por UPenn y London Business School. Becado Internacional en Innovation & AI por la IE university. Desarrollador de agentes y agencia IA para la optimización de análisis financieros y corporativos. Show more

Abhinav Bharadwaj R

Abhinav Bharadwaj R

Technology professional with 6+ years of experience spanning enterprise networking and backend engineering across Banking and FinTech ecosystems.

Technology professional with 6+ years of experience spanning enterprise networking and backend engineering across Banking and FinTech ecosystems. Show more

Harkirat Kaur

Harkirat Kaur

I am a Vice President in Quantitative Research at JP Morgan Chase, where I build AI-powered tools for regulatory risk modeling infrastructure. My current work focuses on applying agentic AI and LLM-driven automation to data governance challenges across large-scale regulatory frameworks, including CCAR and CECL. Previously, as an Analytics Manager at AWS, I led data science initiatives spanning ML-based anomaly detection, LLM-powered business intelligence, and A/B experimentation for product development.

Outside of work, I love exploring hiking trails and experimenting with my love for cooking (my recent experiment was an asparagus lemon omelette).

I am a Vice President in Quantitative Research at JP Morgan Chase, where I build AI-powered tools for regulatory risk modeling infrastructure. My current work focuses on applying agentic AI and LLM-driven automation to data governance challenges acro... Show more

Venkateshwaran Kumarasamy

Venkateshwaran Kumarasamy

Venkateshwaran is a Java developer/Solution Architect based in The Netherlands. Passionate about learning new things in Java, AI, Automation, Robotics & Data Distribution systems

Venkateshwaran is a Java developer/Solution Architect based in The Netherlands. Passionate about learning new things in Java, AI, Automation, Robotics & Data Distribution systems Show more

Jay Manley

Jay Manley

When he’s not helping finance teams untangle their payments messes, Jay is usually strapped into something loud, fast, or airborne—sometimes all three in the same week.

In the office, he’s a visionary and a natural leader for Accounts Payable teams: the kind of operator who doesn’t just “optimize a process,” but rethinks how AP should work end-to-end—simplifying the chaos, modernizing the tech stack, and rallying teams around a clear path from manual grind to automated control.

He’s also a multi-rated pilot (powered, glider, and unmanned—rotor and fixed-wing) who puts those skills to work with the Civil Air Patrol on search-and-rescue missions, logging real cockpit time when it actually counts.

Back on the ground, he’s a lifelong motorsports addict: a season points champion who’s finished 3rd out of 330 cars in divisional competition—and then decided that wasn’t chaotic enough, so he went all-in on the art (and smoke) of drift driving.

And when things “slow down,” it’s only by Jay’s standards: playing guitar in a band, disappearing off-grid in the mountains, or sending a snowmobile through deep powder like it personally offended him. If it runs on fuel, flies, or makes your heart rate question your life choices, there’s a decent chance Jay’s either done it… or is already planning the next stunt.

When he’s not helping finance teams untangle their payments messes, Jay is usually strapped into something loud, fast, or airborne—sometimes all three in the same week. In the office, he’s a visionary and a natural leader for Accounts Payable team... Show more

Maria Carrasco

Maria Carrasco

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estudio empírico de las sonrisas de volatilidad en el mercado de opciones alemán (DAX) entre 2017 y 2022, utilizando herramientas como Python, Spyder y modelos de machine learning para el análisis de series temporales de alta frecuencia.

Ha trabajado integrando enfoques estructurados de datos con tecnologías modernas de inteligencia artificial y herramientas en la nube. Además, participa activamente en comunidades tecnológicas vinculadas al ecosistema cripto, blockchain y DeFi, y colabora en proyectos de innovación con impacto social en América Latina, promoviendo la participación de mujeres en STEM y liderando iniciativas de inclusión digital. Destaca su rol en COINTER, la primera cooperativa digital en blockchain, donde apoyó programas de mentoría y capacitación enfocados en la inclusión de mujeres en finanzas y tecnología.

Apasionada por traducir conceptos complejos en soluciones aplicadas, María combina la solidez académica con una visión práctica del uso de AI en entornos financieros y de datos masivos.

Cuenta también con experiencia en evaluación, sistematización y transversalización de género, apoyando procesos de capacitación, diseño de herramientas institucionales y consultorías orientadas a promover la igualdad y la equidad en políticas públicas y proyectos de desarrollo.

Reconocimientos y Distinciones

•Capacitación para gerentes de cooperativas sobre Big Data y su impacto en la toma de decisiones en el sector financiero – Enfoque en cooperativas, 2025 | FACACH
•1er lugar en SpaceApps Challenge, 2025 | NASA
•1er lugar en programa de mentoría a Cooperativa Digital Cointer, 2025 | Impact Hub
•Facilitadora de capacitación en Seguridad Básica en Bitcoin, 2025 | La Bitcoinera
•Facilitadora de capacitación en Aplicaciones Reales de Bitcoin en Honduras, 2025 | La Bitcoinera
•Facilitadora de capacitación en Introducción a Bitcoin y su importancia, 2025 | La Bitcoinera
•Ambassador’s Distinguished Appreciation Award, 2008 | Embajada de Estados Unidos en Tegucigalpa

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estu... Show more

José P. Barrantes

José P. Barrantes

José P. es un ingeniero de machine learning (ML) y científico de datos que integra métodos estadísticos y computacionales para convertir los datos en valor. Actualmente trabaja en el equipo de Ingeniería de Prevención de Fraude de IBM Cloud, centrándose en ingeniería de ML y MLOps, incluyendo el diseño de pipelines, arquitecturas y herramientas para poner en producción modelos predictivos. José ha trabajado en los sectores de fintech y banca, en startups centradas en la prevención del fraude, y en empresas tecnológicas más amplias, lo que le ha proporcionado una visión práctica de los sistemas de ML en el mundo real. Sus habilidades técnicas e interpersonales ayudan a conectar a ingenieros, estadísticos y líderes empresariales, asegurando una comprensión compartida y resultados prácticos. Además del trabajo, disfruta de la lectura, senderismo, del té, y pasar tiempo con sus perros, Pequeña Mai y El Milanesso.

José P. es un ingeniero de machine learning (ML) y científico de datos que integra métodos estadísticos y computacionales para convertir los datos en valor. Actualmente trabaja en el equipo de Ingeniería de Prevención de Fraude de IBM Cloud, centránd... Show more

Sanath Chilakala

Sanath Chilakala

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architecture, Advanced Data Engineering, Data Governance, Artificial Intelligence, Data Analytics, and Regulatory Reporting, with a strong emphasis on regulatory compliance and data integrity.

I possess niche skills in AI model development and deployment, including proficiency in natural language processing (NLP) and machine learning (ML) algorithms that enhance predictive analytics capabilities. In Data Architecture, I excel in designing cloud-native architectures, implementing data lakes, and optimizing data warehousing solutions. My Data Governance expertise includes establishing frameworks for data stewardship, data quality management, and compliance with regulations such as HIPPA and GDPR.

Throughout my career, I have successfully developed scalable data models and architectures that support real-time analytics and machine learning initiatives, driving enhanced decision-making and operational efficiencies. In the Healthcare industry, I have led projects that align data governance practices with regulatory standards, ensuring the protection of sensitive patient information while maximizing the utility of health data for clinical insights. In the Life Insurance sector, I have engineered data solutions that optimize underwriting processes and claims management through the integration of advanced analytics. In Finance, I have focused on improving compliance reporting mechanisms, employing sophisticated analytics to ensure accuracy and timeliness in submissions to regulatory bodies.

My leadership philosophy emphasizes collaboration with cross-functional teams, aligning data architecture strategies with overarching business goals. I advocate for a culture of innovation, empowering teams to explore emerging technologies and methodologies that promote continuous improvement. I am passionate about mentoring emerging data professionals and sharing best practices in data management and governance to foster organizational growth.

In summary, my extensive background as a Director of Data and AI equips me to deliver sophisticated data solutions that effectively address the unique challenges within the Healthcare, Life Insurance, and Finance industries, while ensuring compliance and enhancing operational capabilities.

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architectur... Show more

Stuart Blackler

Stuart Blackler

I'm Stuart Blackler, a Principal Engineer with over 15 years of professional experience building software systems at scale. I create content under the CodeWithStu brand, sharing practical knowledge about .NET, AWS, DevOps, and cloud architecture.

My career has spanned fintech, Web3, and enterprise software:
- CTO at Illuvium (2024-2025): Led engineering for a Web3 gaming platform
- Principal Engineer at Checkout.com (2019-2022): Scaled payment infrastructure serving global merchants
- Lead Architect at ClearBank (2017-2018): Architected core banking systems for the UK's first clearing bank in 250 years
- Various Senior Engineering roles (2009-2017): Including positions at Loupe and GfK

I'm Stuart Blackler, a Principal Engineer with over 15 years of professional experience building software systems at scale. I create content under the CodeWithStu brand, sharing practical knowledge about .NET, AWS, DevOps, and cloud architecture. ... Show more

Mads P Bender

Mads P Bender

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance operations.

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance o... Show more

Luis Guerrero

Luis Guerrero

Como desarrollador experto en Flutter con más de 5 años de experiencia, inicié mi camino fundando Snap Eats, una startup de delivery que me permitió enfrentar los retos de construir y escalar productos móviles reales. Esa experiencia marcó mi pasión por crear soluciones digitales con impacto.

Desde entonces he liderado el desarrollo de aplicaciones en los sectores fintech y healthtech en Latinoamérica, impulsando la adopción por miles de usuarios y resolviendo desafíos técnicos complejos con un enfoque en escalabilidad y experiencia de usuario.

Actualmente, como Frontend Tech Lead en Monet, guío equipos móviles y decisiones de arquitectura, promoviendo buenas prácticas y asegurando entregas de calidad en entornos dinámicos.

Estoy comprometido en aprovechar la tecnología para resolver problemas reales, empoderar a los usuarios y llevar la innovación móvil al siguiente nivel.

Como desarrollador experto en Flutter con más de 5 años de experiencia, inicié mi camino fundando Snap Eats, una startup de delivery que me permitió enfrentar los retos de construir y escalar productos móviles reales. Esa experiencia marcó mi pasión ... Show more

Steve McAtee

Steve McAtee

Steve is a visionary IT professional known for his innovative approach to technology. As the CTO at PreSearch.com, he leads an international team in the development of an AI-based search engine, architecting a 20,000 distributed node network to enhance search capabilities.
His work involves utilizing open-source AI models to vectorize content, demonstrating his expertise in natural language processing and AI inference.
Prior to PreSearch.com, Steve was instrumental in digital transformations. He developed AI based document imaging systems and utilized early AI models and Robotic Process Automation with search indexes.
At Vibrant Credit Union, he pioneered the first video lending system in the industry and was instrumental in putting the first Credit Union in the United States on AWS.

Steve is a visionary IT professional known for his innovative approach to technology. As the CTO at PreSearch.com, he leads an international team in the development of an AI-based search engine, architecting a 20,000 distributed node network to enhan... Show more

Uyai Umoren

Uyai Umoren

I have over 15 years of process excellence working across cultures to ensure seamless operations. My clients include large conglomerates, banks, and medium-sized family enterprises.

Recently, I started working with family offices to support the entrepreneurial side of the family office. While wealth management is a hugely important part of working with entrepreneurial families, so is governance and succession planning. This is where I play, and my goal is to help family dynasties last 100 years.

I am especially interested in speaking to women and having them play bigger roles in the family office or family business.

I have over 15 years of process excellence working across cultures to ensure seamless operations. My clients include large conglomerates, banks, and medium-sized family enterprises. Recently, I started working with family offices to support the e... Show more

Andrei Moskalev

Andrei Moskalev

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including
Healthcare, Cybersecurity, Finance & Human Resource. Andrei is a strong advocate for youth engagement in technology & organized global "Kids in Technology" bootcamp series, inspiring children to explore the possibilities of technology through hands-on learning.

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including Healthcare... Show more

Luke Bettridge

Luke Bettridge

Technology lead for equity derivatives, delivering and supporting front-office trading platforms.

Technology lead for equity derivatives, delivering and supporting front-office trading platforms. Show more

Melissa Jean-Baptiste

Melissa Jean-Baptiste

Melissa Jean-Baptiste, financial educator and author of "So This Is Why I'm Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth" is a first generation Haitian American and former NYC high school teacher. As the Beyonce of personal finance, she paid off $102,000 dollars in student loan debt on a teacher salary while writing and producing the award-winning Millennial In Debt web series. She has since pivoted into personal finance and career coaching to help millennials and Gen Z build generational wealth and gain financial freedom in a shame free digital environment. She can be found at millennialindebt.com and millennialindebt on all social platforms.

Melissa Jean-Baptiste, financial educator and author of "So This Is Why I'm Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth" is a first generation Haitian American and former NYC high school teacher. As the Beyonce... Show more

Surbhi Pokharna

Surbhi Pokharna

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financial domain.
Architecting the operationalization aspect in a client facing role, delivering relational and advanced analytics solution for large scale Operational and Data Warehouse implementations with focus on learning and innovation remained a constant part of my data journey.
Currently I am leading enterprise scale cloud data migrations in SQL Server/Snowflake/Azure SQL/Managed Instance/PostgreSQL and am involved with delivery of next generation Data & AI solutions using various data platforms. Also, I am managing large on/offshore teams, applying inclusive leadership, vendor management and technical skills.
As a woman in tech and part of data community, I have advanced with grit to create an impact, work with the mindset of ‘how I can’, passion for continuous learning and delivering results.
** I am board member of the New England SQL Server User Group, part of Snowflake Data Superhero 2025 program, member of PASS, speaker in PAAS Summit/Snowflake User Group/Azure Data User Groups/Data Saturdays/SQLBits. **

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financi... Show more

Orion Willis

Orion Willis

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate the complexities of wealth management, retirement planning, estate planning, and tax strategies. His primary focus is delivering integrated financial solutions, ensuring clients achieve long-term financial security and peace of mind.

Raised in Lake Side, Arizona, Orion's interest in finance began early, which led him to pursue a degree in finance at Arizona State University. At ASU, he gained valuable experience through an internship at MetLife, where he noticed a significant gap in the financial services industry. While many people had financial planners, their advice was often fragmented, with each advisor focusing on a single aspect of their finances. This observation inspired him to establish a firm that would take a more comprehensive approach to financial planning, combining wealth management, tax planning, estate planning, and other services in one place.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a holistic approach to financial planning. His firm offers a full range of services, including retirement planning, tax strategies, estate planning, and wealth management. By addressing all aspects of a client’s financial life, Prime Wealth Advisors ensures clients receive customized plans designed to meet their unique needs and goals.

As a fiduciary, Orion is committed to always acting in the best interests of his clients. He is legally obligated to put his clients’ needs ahead of his own, ensuring that every recommendation he makes benefits them, not him. This commitment to integrity and trust has earned him the loyalty and respect of his clients, who know they can rely on his guidance for sound financial decisions.

Outside of his professional life, Orion values his family and is committed to his community. He is married with two children and enjoys spending time with them whenever possible. He also actively supports local initiatives, such as the Sun City West Pickleball Club, where his contributions have helped foster growth and support for charitable efforts. Orion Willis continues to positively impact those around him through his work and personal life.

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he ... Show more

Stephan Simonidis

Stephan Simonidis

17 years of experience in reporting, data analytics and business intelligence in finance, insurance and media.

17 years of experience in reporting, data analytics and business intelligence in finance, insurance and media. Show more

Sergei Nasibian

Sergei Nasibian

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, where I helped build the pricing model from scratch and supported the company’s expansion into new geographies. I started my career as a Data Scientist at McKinsey, working on a wide range of analytical problems in both private and public sectors. With a strong foundation in mathematics from Lomonosov Moscow State University, I specialize in leveraging graph-based computation, real-time analytics, and system-level experimentation to solve complex challenges across finance, business, and technology.

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, wh... Show more

Avira Avira

Avira Avira

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active in regional cyber communities, Avira also shares insights through workshops and career talks on threat landscapes and security automation.

Avira is a Cyber threat Intelligence enthusiast with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active ... Show more

Jonna Keller

Jonna Keller

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on helping families protect and grow their wealth through tailored financial strategies involving insurance, estate planning, and portfolio management. Her approach prioritizes understanding each client’s goals, market conditions, and risk appetite over offering financial products.

Keller’s dedication to her clients runs deep. She always puts their best interests above commission-driven transactions or fees. This commitment has allowed her to cultivate long-lasting relationships based on transparency and trust. Clients rely on her for unbiased advice to secure their financial futures.

Serving primarily high-net-worth individuals, Keller offers an independent viewpoint on wealth management. She emphasizes education and mentorship, guiding clients through complex financial decisions with personalized plans shaped by her extensive investment experience. Her style is clear, direct, and free of hidden agendas.

A significant aspect of Keller’s expertise is family wealth planning. Jonna Keller helps clients design strategies that protect assets and enable smooth wealth transfer across generations. This involves tools such as asset protection trusts, wills, estate distribution plans, and tax-deferred insurance policies. Her plans also account for unexpected life events and long-term care, ensuring clients are prepared for a range of possibilities.

Tax reduction planning is a key component of FSI's services. Keller and her team work proactively to minimize tax burdens during clients’ working years and into retirement. This includes balancing capital gains and losses, advising on the timing of withdrawals from retirement accounts such as 401(k)s and IRAs, and helping clients manage tax brackets through long-term versus short-term capital gains strategies.

Retirement income planning is another critical area in which Keller provides tailored solutions. She assesses each client’s financial picture to develop reliable cash flow distribution plans. These strategies typically combine passive and active income streams, savings plans, and asset management tailored to individual needs.

Estate planning support is crucial for many of Keller’s clients, who often have diversified portfolios that include investments, real estate, and cash. She assists families in valuing their estates accurately and developing strategies to distribute assets efficiently while minimizing tax impacts.

Keller holds professional designations, including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), in addition to Series 7, 63, and 65 securities registrations. She has served as Chair of the Women’s Leadership Council and received accolades, including the AssetMark National Community Inspiration Award.

Beyond her professional work, Keller is deeply engaged in philanthropy. She volunteers extensively with the Boys and Girls Clubs of Sarasota County and has been recognized for her dedication. She also contributes to fundraising efforts for arts and education nonprofits such as the Westcoast Black Theatre Troupe and the Sarasota Pops Orchestra.

Outside her career and volunteer efforts, Jonna Keller enjoys spending time with loved ones, traveling, maintaining an active lifestyle, and cooking with fresh local ingredients. Her life reflects a commitment to integrity, thoughtful financial planning, and meaningful community involvement.

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on help... Show more

Cyril Uket

Cyril Uket

I’m Cyril Uket, a passionate builder with over 8 years of experience in software development. I specialize in creating innovative, scalable solutions that solve real-world challenges.

I’m currently the Co-founder of MYAZA, a fintech company on a mission to unify Africa’s payment systems and make cross-border transactions seamless, affordable, and inclusive for individuals and businesses across the continent.

Driven by curiosity and a love for problem-solving, I’m always exploring how technology can connect people, improve lives, and shape the future of finance in Africa.

🚀 Interests: Fintech, cross-border payments, financial inclusion, AI in finance, startup growth
🎮 Outside of work, I enjoy gaming, movies, and exploring creative tech projects.

I’m Cyril Uket, a passionate builder with over 8 years of experience in software development. I specialize in creating innovative, scalable solutions that solve real-world challenges. I’m currently the Co-founder of MYAZA, a fintech company on a m... Show more

Ed Graham

Ed Graham

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world.
He is the founder and managing director of GK EPM an Oracle specialist consultancy.
Ed has experience running finance teams, managing large IT projects and delivering for the best Oracle partners.

Ed is a chartered accountant with over 25 years implementing finance systems for some of the biggest and smallest organizations in the world. He is the founder and managing director of GK EPM an Oracle specialist consultancy. Ed has experience runn... Show more

Sergiu Petean

Sergiu Petean

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With a legacy of scaling engineering teams and managing complex transformations, I excel in integrating strategic thinking with hands-on expertise in AI, DevOps, and cloud solutions.

Over the last 15 years I have built and led engineering teams in Financial Services and Insurance, cloud infrastructure and startups. I also contributed to global communities such as Linux Foundation and Cloud Native Computing Foundation(CNCF), co-authored several research papers on AIOps and Decision Making and publicly spoken on different events such as Kubecon, Deloitte NextGen(AI) Cloud Transformation Summit and Cloud Native Days.

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With... Show more

Jose Pereira Cabezuelo

Jose Pereira Cabezuelo

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management 💼 provides a strategic and well-rounded approach to navigating today's complex market conditions. I thrive on challenges 💪 and bring strong skills in team leadership 🧑‍🤝‍🧑, problem-solving 💡, and business development 💼 to every opportunity. From sales & trading📈 and real estate 🏠 to international trade 🤝, I've honed my adaptability 🔄 and time management skills ⏱️.
➡️ #Finance #InvestmentBanking #Trading #FinancialMarkets #Economics #InternationalTrade #MarketMaking #FinTech #Career #Networking #LetsConnect

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management ... Show more

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