Finance & Banking

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

Roman Ivanov

Roman Ivanov

Java developer with 5+ years of experience
Oracle Certified Professional Java SE 11 Developer
Work in the largest bank in Russia. Develop Serverless solutions for the bank's cloud.
Telegram @romanivanov
Email: roivanoff@gmail.com
linkedin.com/in/roman-ivanov-dev/
Medium blog: https://roivanoff.medium.com/

Java developer with 5+ years of experience Oracle Certified Professional Java SE 11 Developer Work in the largest bank in Russia. Develop Serverless solutions for the bank's cloud. Telegram @romanivanov Email: roivanoff@gmail.com linkedin.com/i... Show more

Morgan Newman

Morgan Newman

Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots economic development, Morgan became an advocate for impact investing, translating her studies into everyday life. After a few years of working for USAID contractors in Washington DC, Morgan followed her passion to New York City and joined her mother’s practice in 2012. Since then, Morgan’s goal has been to revolutionize the way financial advising is perceived by the Millennial generation.

In addition to investment management, Morgan runs the Women and Wealth at Work program for the Newman Group – a turnkey program designed to spread their message of women’s empowerment through financial education. To date, Morgan and Cindy have presented to Fortune 500 companies, networking organizations and trade associations – reaching thousands of women at various points in their personal and professional lives.

Her passion for empowerment through education goes beyond her work as a financial advisor. She remains an active member of the Chi Omega Sorority and currently serves as an advisor to the chapter at her alma mater, Bucknell University. She served as President of the NYC Chi Omega Alumnae Chapter for three years and only left that role to create a new nonprofit organization, Chi Omega IGNITE, which creates lasting programs for high school girls in NYC to recognize and vocalize their unique strengths. She has also been an active volunteer for ORT America, a global education and vocational training organization; having recently served as Chair of the Young Professionals Committee, and as a member of both the Board of Directors and the Women’s American ORT Foundation.

Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA and her Certificate of Financial Planning from NYU. She lives in Brooklyn with her husband.

Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots econ... Show more

Kersten Kriegbaum

Kersten Kriegbaum

I’m a Software Engineer and Consultant focused on building scalable, maintainable backend systems with technologies like Kotlin, Axon, Event Sourcing, and CQRS.
My work also includes experience with React.js and Vue, enabling me to design solutions that connect backend logic with clear, effective user interfaces.

I’ve gained experience in industries such as energy and financial services, which has given me a solid understanding of domain-driven, business-oriented system design.

CQRS and Event Sourcing are particular areas of interest for me — I see them as powerful approaches to achieving clarity, traceability, and long-term stability in complex systems.

I value collaboration, knowledge sharing, and working in flexible environments that support thoughtful, well-crafted software.

I’m a Software Engineer and Consultant focused on building scalable, maintainable backend systems with technologies like Kotlin, Axon, Event Sourcing, and CQRS. My work also includes experience with React.js and Vue, enabling me to design solutions ... Show more

Himanshu Goel

Himanshu Goel

Himanshu Goel is an AI Research Engineer and Data Scientist with nearly six years of experience designing, building, and deploying AI/ML and data science solutions across finance and healthcare domains. He holds a Master’s degree in Computer Science and has worked extensively on applied machine learning, Generative AI, Large Language Models (LLMs), and Retrieval-Augmented Generation (RAG) systems.

His work spans the full AI lifecycle—from data analysis, statistical modeling, and feature engineering to building production-grade ML and GenAI systems using Python, TensorFlow, LangChain, and cloud platforms such as AWS and Azure. He has contributed to document intelligence, semantic search, predictive modeling, and enterprise AI deployments, working closely with cross-functional stakeholders to translate complex problems into scalable solutions.

Currently based in the United States, Himanshu is relocating to India and is seeking impactful roles in Data Science, Machine Learning Engineering, or Generative AI, where he can leverage his global experience, strong technical foundation, and continuous learning mindset to build high-impact AI systems.

Himanshu Goel is an AI Research Engineer and Data Scientist with nearly six years of experience designing, building, and deploying AI/ML and data science solutions across finance and healthcare domains. He holds a Master’s degree in Computer Science ... Show more

Venkata Sai Nageen Kanikanti

Venkata Sai Nageen Kanikanti

Ayomide Junaid

Ayomide Junaid

Junaid Ayomide is a fintech compliance and risk professional with a strong legal foundation and hands-on experience across regulated financial services and high-growth technology environments. Trained in law and holding an LL.B from the University of Lagos, she brings a legal-first mindset to modern compliance challenges, combining statutory interpretation with practical execution.

Her experience spans AML and CTF controls, fraud detection, sanctions investigations, chargebacks, enhanced due diligence, and regulatory reporting. Ayomide has worked on complex transaction reviews, high-risk customer assessments, and sanctions screening aligned with international frameworks, while also contributing to audit readiness and compliance process improvements through automation and operational optimization.

As a speaker, Ayomide focuses on how legal principles translate into real-world compliance decisions within tech-driven organizations. She is particularly interested in bridging the gap between compliance, engineering, and product teams to build defensible, scalable systems without slowing innovation.

Junaid Ayomide is a fintech compliance and risk professional with a strong legal foundation and hands-on experience across regulated financial services and high-growth technology environments. Trained in law and holding an LL.B from the University of... Show more

Shaurya Shounik

Shaurya Shounik

Investment professional at a leading private equity firm with experience in Tech LBOs, Distressed Investing and Restructurings

Investment professional at a leading private equity firm with experience in Tech LBOs, Distressed Investing and Restructurings Show more

Monica Houston

Monica Houston

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the corporate, entrepreneurial, and personal finance arenas. In the corporate arena, she has overseen the risk assurance function for numerous entities as the Chief Audit Officer for 10+ years including South Carolina Retirement System Investment Commission, National Futures Association, City of Modesto, CA and Cuyahoga County, OH. An inaugural alumnus of Ernst & Young, her audit and consulting experience spans over 30 years and includes numerous Fortune 500 companies. As principal of Monica Houston CPAs, she shepherds clients in the areas of business foundation, operations, strategy, and succession; helping them to successfully live out their dreams of entrepreneurship. She is co-author of The Black Woman’s Business Bible & Workbook. Her passion for legacy building and generational living, as well as her innate understanding of finances, has afforded her the opportunity to positively influence the financial futures of countless families as a teacher, mentor, coach, author, advocate, and board member of financial literacy programs.
A consummate professional, Monica is committed to her work and serves as a beacon for such in her community. She serves on the Academic Executive Committee of the Association of International Certified Public Accountants (AICPA). She also serves on the Audit Committee for Delta Community Credit Union, Georgia’s largest credit union with 26 branch offices and over $6 Billion in assets. She further serves as a member of the Syracuse University Multicultural Advancement Council, an organization that supports and advocates for African American and Latino alumni and students as well as manages and raises funds for the $3M+ Our Time Has Come Scholarship endowment fund. In the spirit of establishing legacy, she recently committed to the endowment of the SU Black and Latino Accounting Scholarship Fund.

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the co... Show more

Nilima James Rodrigues

Nilima James Rodrigues

Nilima Rodrigues is an accomplished data engineering and analytics leader with over 19 years of experience delivering transformative data strategies and reporting solutions for Fortune 500 companies. Currently serving as Senior Manager of Systems and Reporting at Align Technology, Nilima has led numerous high-impact initiatives at the intersection of data, finance, and technology, driving multimillion-dollar efficiencies and innovation across global operations.
Her core expertise lies in architecting enterprise-grade data infrastructures, leading cross-functional teams, and transforming raw data into actionable insights that directly influence business strategy. Notable achievements include the rapid and successful delivery of a $1.5M+ SAP Datasphere and Onestream integration project, optimization of AI-driven ETL pipelines reducing latency by 40%, and architecting a FinOps platform that enabled $500K in freight savings. Nilima’s efforts have directly contributed to 65% improvements in operational efficiency and 50% cost reductions through intelligent automation and strategic resource planning.
Nilima has also been instrumental in scaling analytics at Align, establishing the Finance Analytics Center of Excellence (COE) and delivering 100+ interactive Power BI dashboards across global business units. She has championed data governance, regulatory compliance, and change management enabling the smooth onboarding of commerce platforms, data migration strategies, and the successful execution of financial transformation programs. Her earlier roles at Deloitte Consulting and Capgemini involved groundbreaking implementations, including the world’s first SAP ERP-based Public Sector Collection platform at Florida Department of Revenue and the first SAP Bank Analyzer integration at PayPal. Across industries from tech and telecom to retail and government Nilima has consistently pushed boundaries to ensure organizations leverage data for strategic advantage.
Nilima holds a Bachelor of Engineering in Information Technology from Mumbai and is certified in Google Advanced Data Analytics and SAP BTP Datasphere. With deep technical fluency in tools such as SAP BW/HANA, Azure Data Lake, Power BI, Python, and AI-powered analytics, she blends technical prowess with executive communication and project leadership.

Nilima Rodrigues is an accomplished data engineering and analytics leader with over 19 years of experience delivering transformative data strategies and reporting solutions for Fortune 500 companies. Currently serving as Senior Manager of Systems and... Show more

Tom Pendriss

Tom Pendriss

I'm a 13 year consultancy veteran with deep industry expertise in strategy, product management, commercial and growth, working across financial services/fintech, public sector, and corporates. I currently work as a Client Director leading a multi million pound portfolio for a digital consultancy in the UK.

I'm a 13 year consultancy veteran with deep industry expertise in strategy, product management, commercial and growth, working across financial services/fintech, public sector, and corporates. I currently work as a Client Director leading a multi mil... Show more

Peace Adeleye

Peace Adeleye

Peace Adeleye is a seasoned energy lawyer and dispute resolution specialist with significant experience advising on complex oil and gas transactions, regulatory compliance, and energy-sector disputes in Nigeria.

She is a Senior Associate at G. Elias, and is a member of the firm's disputes, energy and finance practices. Her expertise spans advisory work on farm-out agreements, the implementation of the Petroleum Industry Act (PIA), and legal due diligence for energy financing transactions, amongst others.

She is member of the Women in Energy Network, and the Legal and Policy as well as the Diversity, Equity and Inclusion Study Groups of the Nigerian Gas Association.

Peace Adeleye is a seasoned energy lawyer and dispute resolution specialist with significant experience advising on complex oil and gas transactions, regulatory compliance, and energy-sector disputes in Nigeria. She is a Senior Associate at G. El... Show more

Thomas Festus Cudjoe

Thomas Festus Cudjoe

I am a Microsoft Data Platform MVP | aMicrosoft Certified Data analyst Associate, a Chartered Accountant and a Chartered Global Management Accountant with professional qualifications from Institute of Chartered Accountants, Ghana(ICAG) and Chartered Institute of Management Accountants, UK (CIMA).

I am also a Microsoft Certified Trainer and Microsoft Certified Excel 2016 Expert.

As a Data analyst and Finance Professional, I am passionate about using emerging technologies and tools to generate forward looking and actionable insights to support business decisions.

I have 4+ working experience in the Banking and Investment industry in Ghana. I have expertise in Data analytics, financial modeling, Data visualization and storytelling, Dashboard designing, financial analytics and reporting.

I am a Microsoft Data Platform MVP | aMicrosoft Certified Data analyst Associate, a Chartered Accountant and a Chartered Global Management Accountant with professional qualifications from Institute of Chartered Accountants, Ghana(ICAG) and Chartered ... Show more

Terence Monteiro

Terence Monteiro

Terence Monteiro is a seasoned technology entrepreneur with over 21 years of experience, known for building impactful, community-driven open-source projects. A pioneer in inclusive digital solutions, he has contributed to projects like Mifos, Microsoft Open Technologies, and CPAN, and currently serves on the PMC of Apache Fineract. His work bridges technical expertise with social impact, particularly in accessible fintech tools and scalable mobile banking solutions across the globe.

Terence Monteiro is a seasoned technology entrepreneur with over 21 years of experience, known for building impactful, community-driven open-source projects. A pioneer in inclusive digital solutions, he has contributed to projects like Mifos, Microso... Show more

Joris Saenen

Joris Saenen

Joris is a seasoned technology enthusiast whose journey began with early explorations on Microsoft DOS. From navigating command lines to launching games, his curiosity has evolved into a passion for making a significant impact in the tech world.

As the Lead Developer of an international team at ING, he plays a pivotal role in ensuring seamless and secure transactions through Bancontact, Payconiq, and Wero payments. With a commitment to excellence, Joris drives innovation and efficiency, enhancing the customer experience globally.

A dedicated mentor and motivator, Joris thrives on sharing knowledge and inspiring colleagues to reach their full potential. Continuous improvement is at the heart of his professional ethos, with a daily focus on personal and team growth.

Outside of work, he enjoys quality time with friends and family, engaging in sports, and running. A tech-savvy individual, Joris also indulges in home automation projects and self-hosted IT solutions, blending a love for technology with everyday life.

Joris is a seasoned technology enthusiast whose journey began with early explorations on Microsoft DOS. From navigating command lines to launching games, his curiosity has evolved into a passion for making a significant impact in the tech world. A... Show more

Ujjwala Priya Modepalli

Ujjwala Priya Modepalli

Ujjwala Modepalli is a Senior Credit Risk Specialist at Wells Fargo with over 13 years of expertise in advanced analytics, credit risk strategy, and predictive modeling across financial services, marketing, and customer intelligence. She holds a Master of Science in Electrical and Computer Engineering from Oklahoma State University and is SAS certified with multiple credentials including Advanced Programmer and Predictive Modeler certifications.
Throughout her career, Ujjwala has demonstrated measurable impact through data-driven solutions, including developing machine learning-driven fraud detection strategies that achieved a 40% reduction in manual referrals. Her technical expertise spans statistical tools and programming languages including SAS, SQL, Python, and R, with proven success in data transformation, feature engineering, and end-to-end automation in large-scale production environments.
Prior to Wells Fargo, Ujjwala served as Vice President (Risk Reporting Officer) at Citibank, Senior Data Analyst at Epsilon Data Management, and held analytical roles at ADS Alliance Data Systems and The Walt Disney Company. She specializes in fraud analytics, rule optimization, campaign optimization frameworks, and data visualization using Tableau and Power BI. Known for her strong cross-functional collaboration skills, Ujjwala effectively engages business stakeholders, data teams, and executive leadership to drive strategic initiatives and enhance operational efficiency.

Ujjwala Modepalli is a Senior Credit Risk Specialist at Wells Fargo with over 13 years of expertise in advanced analytics, credit risk strategy, and predictive modeling across financial services, marketing, and customer intelligence. She holds a Mast... Show more

Adam Hermann

Adam Hermann

I am Adam from Seyfor OneCore - Sales & Partnership Manager for OneCore Leasing Software. I help implementation partners to grow in the complex world of financial services ISV solutions.

I am Adam from Seyfor OneCore - Sales & Partnership Manager for OneCore Leasing Software. I help implementation partners to grow in the complex world of financial services ISV solutions. Show more

Elmar Klausmeier

Elmar Klausmeier

Born 1964, diploma in mathematics, 5 years at Westdeutsche Landesbank, since more than 25 years with Sopra Steria Consulting, working mainly in banks

Born 1964, diploma in mathematics, 5 years at Westdeutsche Landesbank, since more than 25 years with Sopra Steria Consulting, working mainly in banks Show more

Ludwig Wrabel

Ludwig Wrabel

I am an experienced Product Owner at ING with a strong background in IT and a passion for agile leadership. Throughout my career, I’ve specialized in designing and implementing platform solutions and automation strategies that drive efficiency, reduce operational complexity, and elevate customer experience within the financial industry.

I am an experienced Product Owner at ING with a strong background in IT and a passion for agile leadership. Throughout my career, I’ve specialized in designing and implementing platform solutions and automation strategies that drive efficiency, reduc... Show more

Ohm Hareesh Kundurthy

Ohm Hareesh Kundurthy

Ohm Kundurthy is a strategic data architect with over 18 years of experience designing and leading enterprise data platforms across regulatory compliance, credit and market risk, capital adequacy, liquidity, and financial reporting in the global banking sector and currently working as Director, Application development @ Santander Bank. His expertise lies in modernizing legacy ecosystems, leading cloud transformations, and architecting scalable solutions that support retail, commercial, investment banking, and capital markets. He most recently led cross-functional initiatives, enabling compliance through data-driven decision support systems. He brings a rare blend of deep technical architecture, regulatory domain fluency, and leadership experience, having delivered large-scale programs across global banks and FinTechs. He is passionate about simplifying complexity, aligning architecture to business outcomes, and unlocking strategic insights through next-generation data platforms.

Ohm Kundurthy is a strategic data architect with over 18 years of experience designing and leading enterprise data platforms across regulatory compliance, credit and market risk, capital adequacy, liquidity, and financial reporting in the global bank... Show more

Ekanshi Srivastava

Ekanshi Srivastava

She is an operations strategist and Web3 trailblazer with 6+ years of experience across crypto, fintech, and banking. She specializes in building scalable backend systems, designing token liquidity strategies, and solving real-world pain points like tradability, treasury management, and compliance.

From navigating the chaos of 24/7 crypto markets to leading go-to-market strategies for emerging tokens, Ekanshi brings hands-on insights that aren’t found in textbooks or Twitter threads. She’s been instrumental in launching token ecosystems, setting up market-making infrastructure, and educating audiences on the lesser-discussed realities of crypto ops—including the scams, loopholes, and lessons no one talks about.

When she’s not working behind the scenes, she’s on the mic—decoding complexity, sharing case studies, and sparking real conversations about what it takes to make crypto work beyond the hype.

Topics she covers:

-Token Ops & Liquidity Playbooks
-Web3 Treasury & Inventory Management
-Crypto Taxation & Indian Compliance Realities
-Market Making from the Ground Up
-De-Risking Crypto Projects Operationally
-Tradability & Regulatory Blind Spots

She is an operations strategist and Web3 trailblazer with 6+ years of experience across crypto, fintech, and banking. She specializes in building scalable backend systems, designing token liquidity strategies, and solving real-world pain points like ... Show more

Daniel Pries

Daniel Pries

Daniel Pries is a polyglot engineering manager who loves the science of telling electrons how to behave across a metal substrate, so that it brings people together. Whether its creating experiences for customers, solving unique technology problems, or coaching engineers to be the best versions of themselves.

For 8 hours a day, I have the unique privilege of running a DevEx and Tooling organization at M&T Bank. I spend the other 16 hours on many amazing adventures and side quests with my wife and our five amazing children.

Daniel Pries is a polyglot engineering manager who loves the science of telling electrons how to behave across a metal substrate, so that it brings people together. Whether its creating experiences for customers, solving unique technology problems, ... Show more

Josip Šaban

Josip Šaban

IT consulting and corporate professional with strongly positive attitude and significant experience
- Business intelligence modeling, using various tools, with 10+ years of finance industry knowledge
- Strong business orientation and strategic sense with hands-on experience in building and managing very efficient teams, leading successful organization wide projects, acting as key player and facilitator of significant organizational changes
- Embracing and interested in advanced technology and analytical methods used to create real value in organization’s decision making process
- More than a decade of development experience in databases and object oriented programming, using tools like Microsoft SQL Server, .NET, Oracle, Informatica, Business Objects and Tableau

Fluent with English and using German as a working language. I'm also experienced in holding lectures, conference presentations as well as trainings.

Interested in B- and C-level positions in banking, and CTO and similar roles in other industries.

IT consulting and corporate professional with strongly positive attitude and significant experience - Business intelligence modeling, using various tools, with 10+ years of finance industry knowledge - Strong business orientation and strategic sens... Show more

Laurens Noodelijk

Laurens Noodelijk

Laurens is a technology and innovation enthusiast with an academic background in humanities. He is passionate about linguistics, effective communication, and fostering collaboration to drive business value. Laurens aims to combine these competences to get the right people in the same room to work together and create innovative solutions.

As Product Owner of the EKS and AKS platforms at NN Group, a leading Dutch financial enterprise, Laurens leads a team focused on platform engineering. The team's goal is to deliver more than just a container runtime, as they are building a standardized platform for building platforms. Their mission is to deliver a universal and extensible cloud-native API in order to improve the developer experience on the platform.

Laurens is a technology and innovation enthusiast with an academic background in humanities. He is passionate about linguistics, effective communication, and fostering collaboration to drive business value. Laurens aims to combine these competences t... Show more

Raksha Vashishta

Raksha Vashishta

Raksha S. Vashishta is a well renowned Fintech Product Leader and prominent WomenInTech speaker based in United States . With over 6+ years of experience across transportation, retail, and smart mobility sectors, she specializes in payment automation and financial technology innovation. At Verra Mobility, Raksha led groundbreaking projects including an in-house payment automation solution processing over million monthly in invoice volume and a transformative ERP implementation. Her previous role as a Payment Processing Specialist has showcased her ability to streamline financial workflows, reducing processing time by 40%. As a recognized voice at global WomenInTech conferences, Raksha advocates for technology-driven financial innovation while sharing insights on payment solutions, data analytics, and cross-functional collaboration in the evolving AI-powered payments landscape.

Raksha S. Vashishta is a well renowned Fintech Product Leader and prominent WomenInTech speaker based in United States . With over 6+ years of experience across transportation, retail, and smart mobility sectors, she specializes in payment automatio... Show more

Suryaprakash Nalluri

Suryaprakash Nalluri

SuryaPrakash Nalluri is an accomplished cybersecurity executive, mentor, and thought leader with over 20 years of experience leading high-impact security initiatives in the banking and financial services industry. As a Senior Vice President at a global financial institution, he drives large-scale programs in application security, DevSecOps, and software supply chain protection. A passionate advocate for secure-by-design principles and AI-driven threat detection, SuryaPrakash has led global teams, developed innovative solutions, and holds multiple patents in security automation and data governance. He is also the creator of DVTA (Damn Vulnerable Thick Client App), a widely adopted platform for training in desktop application security. Beyond his technical expertise, SuryaPrakash is deeply committed to mentoring the next generation of cybersecurity professionals. He regularly coaches emerging leaders, contributes to research as a journal editorial board member and peer reviewer, and supports industry-academic collaboration through workshops, conferences, and mentoring programs. Known for his collaborative leadership style and focus on building high-performing, security-aware teams, SuryaPrakash empowers mentees to grow both technically and strategically in their cybersecurity careers.

SuryaPrakash Nalluri is an accomplished cybersecurity executive, mentor, and thought leader with over 20 years of experience leading high-impact security initiatives in the banking and financial services industry. As a Senior Vice President at a glob... Show more

Jessica Chan

Jessica Chan

With over 8 years of experience at the intersection of audit, cybersecurity, and data analytics, Jessica specializes in user access governance and privileged access management within financial institutions. She has spearheaded strategic initiatives integrating IT general controls with advanced analytics to enhance detection and mitigation of cyber risks. Currently, she drives cross-functional collaboration between audit and cybersecurity teams to strengthen organizational defenses.

With over 8 years of experience at the intersection of audit, cybersecurity, and data analytics, Jessica specializes in user access governance and privileged access management within financial institutions. She has spearheaded strategic initiatives ... Show more

Betsy Mendoza Gomez

Betsy Mendoza Gomez

Bet es Tech lead en Nu, el neobanco más grande de LATAM, donde transforma líneas de código en productos financieros que usan millones. Con background en full stack y pasión por el backend, disfruta resolver retos complejos con soluciones elegantes. Fintech lover, fan del Clojure y creyente del poder del software bien hecho.

Bet es Tech lead en Nu, el neobanco más grande de LATAM, donde transforma líneas de código en productos financieros que usan millones. Con background en full stack y pasión por el backend, disfruta resolver retos complejos con soluciones elegantes. F... Show more

Noah Motto

Noah Motto

Noah Motto is a Certified Public Accountant (CPA) based in Daytona Beach, Florida. He specializes in public accounting services for individuals, businesses, and government agencies. His career began with an internship at James Moore & Company, where he found his calling in accounting. The hands-on experience during his internship reinforced his decision to pursue a career in the field, where he could apply his skills to help clients navigate their financial landscapes.

Known for his precision and commitment to excellence, Noah ensures that every financial document he handles is accurate and well-organized. As a CPA, he is fully aware of the impact of even minor errors on a client’s economic situation. Whether preparing taxes, offering strategic financial advice, or performing audits, his focus on detail and accuracy has earned his clients' trust. His dedication to delivering reliable and efficient financial services has become a cornerstone of his career.

Noah also values continuous learning in a constantly evolving profession. With changes in tax laws and financial regulations, he actively pursues opportunities to expand his knowledge. Whether through professional development courses, attending industry seminars, or staying updated on the latest financial news, he ensures that his clients benefit from the most current information and best practices in accounting.

Noah Motto is a Certified Public Accountant (CPA) based in Daytona Beach, Florida. He specializes in public accounting services for individuals, businesses, and government agencies. His career began with an internship at James Moore & Company, where ... Show more

Jamie Trull

Jamie Trull

Jamie Trull is a Financial Literacy Coach and Profit Strategist who helps small business owners understand the finance side of their business. Prior to becoming an online entrepreneur, Jamie spent her career rising in the ranks of Finance Leadership in the Coca-Cola System. After leaving the Corporate world in search of a more balanced and fulfilling life, Jamie leveraged her background and her CPA designation to serve women-owned businesses as a Virtual CFO. Recognizing that there was a lack of truly accessible and understandable financial education resources for small business owners, Jamie pivoted her business toward creating resources to help fill that gap and impact more people. Today Jamie has helped tens of thousands of business owners feel more confident about their finances through her resources and programs.
Jamie recently founded a second business, Power in Numbers, which is a marketplace designed to allow small business owners to access digital products and services offered by a variety of financial professionals.

Jamie Trull is a Financial Literacy Coach and Profit Strategist who helps small business owners understand the finance side of their business. Prior to becoming an online entrepreneur, Jamie spent her career rising in the ranks of Finance Leadership ... Show more

Tom Glossop

Tom Glossop

Tom is the Head of Microsoft Platform at 7IM, a prominent investment management firm. With over 7 years of experience in leading large-scale digital transformation projects across various sectors, Tom has consistently leveraged Microsoft's Power Platform and Azure technologies to drive innovation and efficiency.

As a Microsoft Certified Power Platform Solution Architect, Tom has deep expertise in Dynamics 365, Azure, and the Power Platform. He has successfully integrated these technologies to enhance performance and scalability.

Throughout his consulting career, Tom has advised clients across multiple industries on various Microsoft technologies, incorporating AI into their applications and implementing CRM and ERP systems. Tom is also adept at building high-performing teams both onshore and offshore, fostering collaboration and driving success through effective leadership and strategic vision.

In his current role at 7IM, Tom is responsible for managing a complex programme of modernisation within the financial services industry. His passion for the latest technology and digital transformation empowers organisations and users to achieve their goals and vision.

Tom is the Head of Microsoft Platform at 7IM, a prominent investment management firm. With over 7 years of experience in leading large-scale digital transformation projects across various sectors, Tom has consistently leveraged Microsoft's Power Plat... Show more

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