Finance & Banking

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

Maanoj Shah - Finsmart Accounting

Maanoj Shah - Finsmart Accounting

Maanoj is a CA, CISA and expert outsourcing professional with 25 years of experience.

Maanoj is a CA, CISA and expert outsourcing professional with 25 years of experience. Show more

Dmitry Yanter

Dmitry Yanter

Dmitry Yanter is a technology manager with 10+ years at Deutsche Bank, known for his expertise in multiple roles such as SRE, QA, and Java development. He's also a sought-after lecturer on financial mathematics, delivering engaging and thought-provoking lectures. Dmitry is a true believer in the power of technology to drive positive change and brings a unique combination of technical expertise and passion for education to any team he joins.

Dmitry Yanter is a technology manager with 10+ years at Deutsche Bank, known for his expertise in multiple roles such as SRE, QA, and Java development. He's also a sought-after lecturer on financial mathematics, delivering engaging and thought-provok... Show more

Elizabeth Bemah Amankwah

Elizabeth Bemah Amankwah

In her capacity as the Risk and Compliance Manager, Elizabeth Bemah Amankwah drives the overall Enterprise Risk Management of Omni Strategies by formulating and executing information security policies with her extensive understanding of cybersecurity frameworks, standards, and regulations. Elizabeth leverages proficient business acumen, critical thinking skills, proactive problem-solving, and collaborative communication to identify, mitigate information security risks and give management the needed assurance that optimizes overall business objectives.

Elizabeth’s portfolio spans people management, strategic planning, project management, data privacy, change management, regulatory compliance, risk management and business continuity planning. Elizabeth has led teams and engaged executive management, stakeholders, as well as cross-functional teams to conduct IT and cybersecurity assessments and audits to test controls against policies, evaluate the effectiveness of such controls and recommend improvements to enhance business resilience.

Elizabeth is a Certified ISO 27001 Lead Implementer, One Trust Privacy Professional and a PECB Certified Trainer. She is an industry professional member of Women in Cybersecurity (WiCyS), a member of Innovation Women speaking network and a mentor of WiCyS West Africa Affiliate. She is passionate about mentoring that impacts the younger generation, empowering women to take up roles in cybersecurity and leaving an indelible mark in all spheres of her life.

In her capacity as the Risk and Compliance Manager, Elizabeth Bemah Amankwah drives the overall Enterprise Risk Management of Omni Strategies by formulating and executing information security policies with her extensive understanding of cybersecurity... Show more

Natasha Perez

Natasha Perez

Experienced Agile practitioner with a demonstrated work history in the financial services industry. Skilled in team building, product leadership, data and analytics, UX / UI, business relationship management, risk management, customer service, lending collections, and credit cards. Strong project and product management professional with a Master of Business Administration (M.B.A.) from Westminster College and Product Management Certification from Cornell University.

Experienced Agile practitioner with a demonstrated work history in the financial services industry. Skilled in team building, product leadership, data and analytics, UX / UI, business relationship management, risk management, customer service, lendin... Show more

Jayaram Hegde

Jayaram Hegde

Highly accomplished and seasoned Agile Transformation Coach, ICF Certified coach, framework agnostic Agile practitioner, Change Agent, Contributor, Trainer, Mentor, Speaker, Continuous Learner, community
volunteer/leader and avid reader with 15+ years of IT industry experience

LinkedIn profile :
https://www.linkedin.com/in/jayaram-hegde-95b23921

Highly accomplished and seasoned Agile Transformation Coach, ICF Certified coach, framework agnostic Agile practitioner, Change Agent, Contributor, Trainer, Mentor, Speaker, Continuous Learner, community volunteer/leader and avid reader with 15+ yea... Show more

Daniyar Zhanbekov

Daniyar Zhanbekov

Daniyar Zhanbekov pursued higher education at the Georgia Institute of Technology in Atlanta, known for its rigorous engineering programs. Here, he distinguished himself by receiving the All-USA Academic Team award, which honors collegiate students who excel academically while significantly contributing to their communities. His educational journey set a solid foundation for his burgeoning career.

After college, Daniyar entered the corporate world at Bain & Company, a leading global management consulting firm, where he developed essential business strategy and operations skills. His drive and ambition led him to Wall Street, where he secured a position at Lehman Brothers. In their Technology Media and Telecom group, he worked on significant investment projects in New York and London, honing his expertise in the financial sector.

In 2007, Daniyar returned to Kazakhstan, joining Renaissance Capital, where he quickly advanced due to his proficiency in managing complex deals and strategic initiatives. He later moved into private equity, taking on the role of Director of Investments at a renowned firm, where he managed significant investments in telecoms and retail. He also founded the Kazakhstan Hong Development Fund, a $400 million investment fund collaborating with top Hong Kong investors and the Kazakh government.

Daniyar Zhanbekov pursued higher education at the Georgia Institute of Technology in Atlanta, known for its rigorous engineering programs. Here, he distinguished himself by receiving the All-USA Academic Team award, which honors collegiate students w... Show more

JP Soltesz

JP Soltesz

Strategist, innovator, data interpreter, futurist. JP Soltesz brings decades of experience from a variety of industries, from the media to financial services, technology to commercial real estate, and economic consulting to insurance. JP has experience leading strategic planning at both startups and at global conglomerates like GE, where he helped define how the Industrial Internet of Things (IIOT), 3-D Printing, and Open and Crowd Sourcing would shape the future of work.

At his speaking events, JP weaves data analysis with engaging anecdotes drawn from his experience in Sales, Marketing, and Corporate Strategic leadership roles.

JP authored a white paper titled The Workforce of the Future, examining how AI, predictive analytics, and advanced manufacturing will change the way humans are put to work.

JP has spoken at dozens of events and conferences, including:
- The Governor General’s Canadian Leadership Conference Opening Plenary, St. Johns, Canada
- Minds and Machines, San Francisco, USA
- The American Chamber of Commerce 25th Anniversary of Doing Business in Hungary, Budapest, Hungary
- GE’s XLP Conference, Dubai, UAE

JP ends his talks, blog posts, and presentations with the uplifting words “Keep Working Everyone” to encourage audiences to be proactive and productive members of the global workforce and economy.

Strategist, innovator, data interpreter, futurist. JP Soltesz brings decades of experience from a variety of industries, from the media to financial services, technology to commercial real estate, and economic consulting to insurance. JP has experien... Show more

Reda Hachimy

Reda Hachimy

Mr. Reda HACHIMY is CEO & Founder of Capital Quant Agency renowned for its data-driven solutions tailored to financial, investment and some public sector institutions. With a proven experience spanning both financial institutions and independent digital transformation consulting, Mr. HACHIMY brings a wealth of expertise to his role.

Mr. Reda HACHIMY is CEO & Founder of Capital Quant Agency renowned for its data-driven solutions tailored to financial, investment and some public sector institutions. With a proven experience spanning both financial institutions and independent digi... Show more

May Mahboob

May Mahboob

Entrepreneur, Executive Leader, Innovator, Visionary, and Creator. A disruptor of systemic barriers of poverty, inequality, and segregation. Providing accessibility of resources, opportunities, financial inclusion through the use of emerging technology such as digital finance, cryptocurrency, web 3, metaverse, blockchain, and financial literacy.

Entrepreneur, Executive Leader, Innovator, Visionary, and Creator. A disruptor of systemic barriers of poverty, inequality, and segregation. Providing accessibility of resources, opportunities, financial inclusion through the use of emerging technolo... Show more

John Halberstadt

John Halberstadt

John Halberstadt is Vice President, Consulting at LitheSpeed, providing strategic and tactical support to enterprises seeking to build and amplify their overall business agility and delivery of value.

He has over two decades of experience in leadership positions such as CIO, CTO, and Vice President of Technology, with a focus on Finance/FinTech and Insurance/InsurTech.

John's contributions to enhancing business agility extend beyond these industries. He has worked with a diverse range of sectors, including Healthcare, Retail, Utilities, and Artificial Intelligence, assisting organizations in their pursuit of greater agility and value realization from technology investments through Agile principles.

John Halberstadt is Vice President, Consulting at LitheSpeed, providing strategic and tactical support to enterprises seeking to build and amplify their overall business agility and delivery of value. He has over two decades of experience in leade... Show more

Victor del Aguila

Victor del Aguila

Administrador de Empresas, con Postgrado en Business Agility & Digital Transformation Management en Centrum PUCP y con Especialización en Gestión de Personas.

04 acompañando, trabajando y guiando a las personas hacia la Agilidad, operando como agente de cambio y colaborando en levantar impedimentos para la Transformación Cultural & Organizacional. Mi experiencia abarca sectores de Banca y Finanzas, Seguros y Retail, en países como Perú, México y Puerto Rico.

Administrador de Empresas, con Postgrado en Business Agility & Digital Transformation Management en Centrum PUCP y con Especialización en Gestión de Personas. 04 acompañando, trabajando y guiando a las personas hacia la Agilidad, operando como ag... Show more

Robert Hull

Robert Hull

Executive business leader with integrity and demonstrated experience in discovering trends and implementing cost savings practices for many types of industry. Expertise lies in exceptional analytical, investigative, and problem-solving capabilities. These techniques are crucial for identifying organizational risk (balance sheet, IT, and regulatory) and determining whether to accept, transfer, or mitigate risk. Effective in identifying strategic opportunities, transforming complex data into competitive strategies and tactics for businesses, and driving development processes within simple or complex organizations. A confident communicator, negotiator, and motivator known for possessing strong relationship building skills coupled with the ability to collaborate and influence a broad spectrum of professionals across all levels of an organization. This leads to strategic partnerships and improved processes in complex environments.

Executive business leader with integrity and demonstrated experience in discovering trends and implementing cost savings practices for many types of industry. Expertise lies in exceptional analytical, investigative, and problem-solving capabilities. ... Show more

Neeti Dewan

Neeti Dewan

Neeti Dewan is a world-renowned Author, Speaker, and Global Finance Leader. She is the CEO of Platinum AdvantEdge, a firm focused on helping startups and mid-size companies by providing fractional CFO Services, international business growth strategies, M&A and turnarounds. She has worked in the past as a National Leader for KPMG, Ryan, and PwC. Ms. Dewan is a successful serial entrepreneur. She is the co-founder of various startups.

Known as The Executive Yogi, she is the author of highly acclaimed business books, “From Executive to Yogi in Sixty Seconds” and “High Level Leadership, Low Level Stress”. She’s also a contributor to the book “The Sixth Level”.

Ms. Dewan has served on the Harvard University Women’s Leadership Board; currently serves on the TiE Atlanta Board, and Board of Indo-American Chamber of Commerce. She recently joined the Board of Directors of EV Hotel (https://evaihotels.com/) as the lead director.

Education: Neeti achieved a Master’s from Villanova University and a BA in Economics from California State University-Northridge.

Awards: She’s the recipient of numerous business awards and recognition for her leadership, including

· “10 BEST WOMEN LEADERS OF 2020 and 2021”

· National Diversity Council, “Most Influential Women in Business” in Georgia and Pennsylvania

· Directors & Boards Magazine, “Directors to Watch”
www.Neetidewan.com

Neeti Dewan is a world-renowned Author, Speaker, and Global Finance Leader. She is the CEO of Platinum AdvantEdge, a firm focused on helping startups and mid-size companies by providing fractional CFO Services, international business growth strategie... Show more

Matthew Bartlett

Matthew Bartlett

Matt's primary focus is pioneering platform development and content creation to bolster VanEck's leadership in the Web3 ecosystem. Currently, he is leading the creation of an advanced crypto-native, self-custody platform, with a strong emphasis on security and shared ownership of digital assets. This innovative platform serves as a testament to his forward-thinking approach and ambition to push the boundaries of what's achievable in the worlds of finance and technology.

Before assuming the role of Head of Web3, Matt Bartlett served as the Head of Internal Sales at VanEck. In this capacity, he oversaw operations at VanEck's office in Tampa, Florida. His previous leadership experience has laid a solid foundation for his current efforts in the Web3 space.

He holds a Bachelor of Science degree in Technology Management from Saint Petersburg College and has earned the Chartered Alternative Investment Analyst (CAIA) designation, further solidifying his expertise in financial and investment domains.

Matt Bartlett's journey at VanEck and his dedication to advancing the firm's Web3 vision are a testament to his exceptional leadership, innovation, and commitment to staying at the forefront of the rapidly evolving digital asset landscape. With his contributions, VanEck is well-positioned to make significant strides in the world of Web3 and digital asset management.

Matt's primary focus is pioneering platform development and content creation to bolster VanEck's leadership in the Web3 ecosystem. Currently, he is leading the creation of an advanced crypto-native, self-custody platform, with a strong emphasis on se... Show more

Gavin Ngabonziza

Gavin Ngabonziza

Background:

I am a seasoned professional with a strong background in Business Development, Financial Literacy Education, and Financial Management. With over 8 years of experience in various roles and industries, I bring a wealth of knowledge and expertise to the field of finance, business, and personal development.

Current Roles:

Head of Product Design and Business Development at Hamz Pay (a subsidiary of the Ham Group of Companies): In this capacity, I lead strategic initiatives in design, business development, and implementation of innovative financial products and with strategic partners to build and scale our information technology portfolio.

Director, Head of Business Development at Unscripted: Unscripted is a dynamic design and creative agency specializing in Marketing, Public Relations, Business Development, and Communications. My role involves overseeing client relationships, developing business strategies, and fostering growth for our clients.

Career Engagements:
Throughout my career, I have had the privilege of collaborating with amazing individuals and organizations, including:

Captain George Michael Mukula MBA, PhD: I was a project lead for the abridged self help publication titled "Against The Odds: The Mindset of Extraordinary Achievers" by Captain Mike Mukula, a renowned figure in business and leadership.

Chairman of the GKK Group and Honorary Consul of Namibia Mr. Godfrey Kirumira: I have worked closely with Mr. Kirumira to enhance his digital presence including website development, brand development, social media management, and communications.

Rotary Club of Kampala North: I actively contributed to the club's financial and business development program in Siriba, Kiryandongo known as "Siriba Adopt a Community Project," as it aligned with my commitment to community development and transformation.

Stanbic Bank CSI Program: As a beneficiary and a financial literacy coach under the renowned Stanbic National Schools Championships program, together with the bank and it's program implementing partner, I took part in imparting essential financial knowledge and personal development contributing to the promotion of educational and financial awareness among students.

Livestock Development Forum, Le Memorial Medical Services, Pinnacle Analytica, and Grundstein Consult: My collaboration with these organizations encompassed diverse aspects of business development, strategy, and growth.

Key Expertise:

My expertise lies in Business Development, Financial Literacy & Financial Management Education and Professional Development. My passion lies in empowering individuals and organizations with the knowledge and skills required to navigate the complex world of business and finance effectively.

Background: I am a seasoned professional with a strong background in Business Development, Financial Literacy Education, and Financial Management. With over 8 years of experience in various roles and industries, I bring a wealth of knowledge and ... Show more

Jader Bueno de Oliveira

Jader Bueno de Oliveira

Jader Oliveira is a Platform Chapter Lead at ABN AMRO Bank. He specializes in Power Platform, Dynamics CRM, Software Development, Cloud, and DevOps. With +16 years of experience, he has honed his skills in delivering secure, maintainable, robust, and scalable solutions. His passion for innovation is evident in everything he does. Jader has lived and worked in South America and Europe, and has experience working in the insurance, banking, education, and healthcare sectors. He is driven to share his knowledge and expertise to inspire others. You can easily connect with Jader on LinkedIn.

Jader Oliveira is a Platform Chapter Lead at ABN AMRO Bank. He specializes in Power Platform, Dynamics CRM, Software Development, Cloud, and DevOps. With +16 years of experience, he has honed his skills in delivering secure, maintainable, robust, and... Show more

Jonathan C. Dunsmoor

Jonathan C. Dunsmoor

Jonathan is a former securities and blockchain lawyer who is working to revolutionize charitable givens through advancement in technology and tax law at the Blue Rock Organization.

Jonathan is a former securities and blockchain lawyer who is working to revolutionize charitable givens through advancement in technology and tax law at the Blue Rock Organization. Show more

Pavel Bondarev

Pavel Bondarev

Dual PhD in Math & Computer Science. "Best Overseas Researched" (British Royal Society), "Top-20 Young Russian Mathematicians", and other awards from British, German and Swiss Research Foundations. Over 20 years in Data, Analytics and AI/ML areas. Built 9 AI/ML & Data platforms for large corporations as Data Science Director and a few startups as Founder. Successful crowdfunding experience, successful Dragons' Den ($500K offer from three Dragons). Proficient in Banking and Personal Finance Management areas.

Dual PhD in Math & Computer Science. "Best Overseas Researched" (British Royal Society), "Top-20 Young Russian Mathematicians", and other awards from British, German and Swiss Research Foundations. Over 20 years in Data, Analytics and AI/ML areas. Bu... Show more

Dhivya Nagasubramanian

Dhivya Nagasubramanian

I am an AI/ML practitioner with 15+ years of experience in the finance industry. Throughout my career across various roles and organizations, one thing that remained constant has been my curiosity and drive to harness the potential of data for the benefit of the organization. In my current role, I am spearheading some of the key Generative AI initiatives that has a significant potential cost benefits for the organization.

I am an AI/ML practitioner with 15+ years of experience in the finance industry. Throughout my career across various roles and organizations, one thing that remained constant has been my curiosity and drive to harness the potential of data for the be... 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

Joe Erle

Joe Erle

Joe Erle has been in the insurance industry since 2008, specializing in AI and Fintech risks for publicly traded companies.

His agency, C3 Insurance, was recently named to the San Diego Business Journal's 2024 Fastest Growing Companies list and Joe was named as a 2024 Cybersecurity Steward Award finalist. Joe is based in San Diego and brings deep insights into emerging tech vulnerabilities.

Joe balances his work with family time, often playing Fortnite with his two sons.

His experience bridges insurance, technology, and practical cybersecurity, offering a unique perspective on modern cyber risk management.

Joe Erle has been in the insurance industry since 2008, specializing in AI and Fintech risks for publicly traded companies. His agency, C3 Insurance, was recently named to the San Diego Business Journal's 2024 Fastest Growing Companies list and J... Show more

Jihai Zhou

Jihai Zhou

Jihai Zhou graduated from Imperial College London as a PhD. He has ever worked in different global banks (such as Barclays bank, HSBC) and Tencent (Top Internet company in China) on DevOps and DevSecOps transformation for more than 10 years. Between 2018 and 2023, Jihai was invited by 20+ technical conferences as the speaker to share DevOps/DevSecOps experience. In Dec 2021, Jihai’s book – “DevSecOps Implementation”, which is the first book about the DevSecOps in China, was published by Mechanical Industry Press in China. In June 2022, Jihai contributed to the book – “The Future and Fintech: ABCDI and Beyond” as the fourth author and the book was published by World Scientific in Singapore. In July 2023, Jihai was invited by Nanjing University (Top 10 in China) Software Institute DevOps+ Research Lab as the “Industry mentor” to provide guide to postgraduate students on DevSecOps.

Jihai Zhou graduated from Imperial College London as a PhD. He has ever worked in different global banks (such as Barclays bank, HSBC) and Tencent (Top Internet company in China) on DevOps and DevSecOps transformation for more than 10 years. Between ... Show more

Logan Williams Energy Finance

Logan Williams Energy Finance

Logan Williams was pivotal at EDP Renewables, a global wind energy development leader. There, she maintained relationships with institutional investors and managed tax equity finance models for a broad portfolio of wind and solar assets across North America. Her responsibilities extended to liaising with commercial banks and hedge funds and overseeing internal rate of return calculations and periodic updates of tax equity tracking models.

She holds a BA in Political Science from Columbia University and gained valuable early career experience through a year-long veterans apprenticeship at Goldman Sachs. Additionally, her commitment to service is evidenced by her five years of active duty in the United States Coast Guard.

Her expertise spans several vital areas of the energy and finance sectors, including tax equity, debt capital markets, sell-side mergers and acquisitions, and renewable power finance and development.

Beyond Logan Williams Energy Finance's professional activities, she is keenly interested in adventure sports like kitesurfing, scuba diving, and skiing. Growing up in a small beach town on the coast of the Carolinas, her water connection profoundly influences her recreational pursuits and her dedication to environmental initiatives, including her upcoming project to restore coral reefs in Indonesia.

Logan Williams was pivotal at EDP Renewables, a global wind energy development leader. There, she maintained relationships with institutional investors and managed tax equity finance models for a broad portfolio of wind and solar assets across North ... Show more

Ronnie Basu

Ronnie Basu

Federal Reserve Bank of Dallas

Federal Reserve Bank of Dallas Show more

Manoj Kumar Vandanapu

Manoj Kumar Vandanapu

Iam a distinguished financial expert and leader with over 18 years of experience in the Industry. Currently serving as a Finance Controller at a Major Investment Bank, I have led pivotal financial reporting initiatives and strategic operations, managing over $xx billion in annual revenues. I have also leveraged AI/ML technologies to enhance financial analytics and decision-making processes, demonstrating his ability to integrate cutting-edge technology into strategic financial management.

Iam a distinguished financial expert and leader with over 18 years of experience in the Industry. Currently serving as a Finance Controller at a Major Investment Bank, I have led pivotal financial reporting initiatives and strategic operations, manag... Show more

Engr. Abdul-Rahman Mahmood

Engr. Abdul-Rahman Mahmood

26 years of software development experience, working as Principal IT / Security Consultant, and Assistant Professor at FAST-NUCES. Dynamic, experienced and result oriented professional with a successful track record in the field of software development, IT Security & Audit, Cryptography, Fintech and Banking Sector.

26 years of software development experience, working as Principal IT / Security Consultant, and Assistant Professor at FAST-NUCES. Dynamic, experienced and result oriented professional with a successful track record in the field of software developme... Show more

Hrushikesh Deshmukh

Hrushikesh Deshmukh

Senior Consultant with Fannie Mae

Senior Consultant with Fannie Mae Show more

Justin Hunsaker

Justin Hunsaker

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% employee engagement rate. Justin earned an Executive Master’s of Technology Management from the University of Pennsylvania and the Wharton School. Throughout his career, Justin has launched new products and coached associates at all levels at multiple Fortune 500 banks and several FinTechs.

Justin is a highly skilled workshop facilitator and consultant, with a passion for human-centered design that he applies to improve all aspects of his coaching. For over five years, he taught and developed content for the "Creating Effective Presentations" workshop for Capital One.

With John Polk, Justin is on a mission to rid the world of poor presentations and empower leaders with the tools they need to communicate their ideas effectively. Justin teaches workshops and consults with corporations and individuals on a variety of topics, including presentations, communication and influence, people management, product management, and career transitions.

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% emp... Show more

Son Do Lenh

Son Do Lenh

Dr. Sơn Đỗ Lệnh is currently a Product Manager at a leading private bank in Switzerland. Sơn holds a PhD from EPFL, Switzerland, and has conducted research in Innovation Technology at Harvard University. He helps businesses shape their business strategy and digital transformation, ranging from several tens to over 100,000 employees.

Recently, Sơn led a strategic transformation program for one of the most complex asset management platforms globally. He has advised one of the world's largest shipping companies, proposing strategies for 20 transformation projects to optimize user experience in 155 countries.

Sơn has received numerous awards for innovation and excellence, including 1 STELLAR Distinct Award and 1 Most Innovative Experiment Award. He has led or contributed to technological innovations exhibited at prestigious venues such as the Asia-Pacific ICT Awards, Harvard Museum of Natural History, and MoMA - Museum of Modern Art in New York.

Dr. Sơn Đỗ Lệnh is currently a Product Manager at a leading private bank in Switzerland. Sơn holds a PhD from EPFL, Switzerland, and has conducted research in Innovation Technology at Harvard University. He helps businesses shape their business strat... 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

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