Veer Gosai (20) is a Stellenbosch University 2nd Year Bsc Geoinformatics (Computer Science) student. I've been fortunate enough to work as a Cybersecurity Analyst Intern at both Capitec Bank and Purple Group (EasyEquities). In 2024, I made the massive discovery of fraud in the SASSA SRD Grant System alongside a friend. After many interviews, we eventually made our way to present our findings to the Parliament of South Africa.

Veer Gosai (20) is a Stellenbosch University 2nd Year Bsc Geoinformatics (Computer Science) student. I've been fortunate enough to work as a Cybersecurity Analyst Intern at both Capitec Bank and Purple Group (EasyEquities). In 2024, I made the massiv... Show more

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco verschillende grote bedrijfstransformaties ontworpen

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco ve... Show more

Diliprao Boinapally is a Senior Software Engineer and Technical Architect with over 14 years of experience building cloud-native platforms at the intersection of financial technology, bankruptcy risk, and compliance automation. He has served as a technical constant through four major organizational acquisitions from Lundquist Consulting to Verisk, TransUnion, and now G2 Risk Solutions consistently delivering scalable, high-impact systems for financial institutions, law firms, and credit bureaus.
Diliprao is the architect behind the Bankruptcy Cloud Monitor, a cloud-native platform built on AWS, Apache Spark, Airflow, and Terraform that processes over 100,000 dockets per day and eliminates 99% of manual errors in compliance pipelines. He also led the design and development of CADET, a real-time docket search platform that reduced PACER retrieval costs by 50% and enabled matching of over one billion accounts against 50 million filings and 120 million deceased records.
His technical expertise spans Python, .NET Core, Node.js, Databricks, PySpark, Terraform, and a deep specialization in regulatory technologies including PACER automation, BNC notice parsing, and SCRA verification. He holds an AWS Certified Cloud Practitioner credential and is a two-time recipient of the Verisk "Way to Go" Award for system innovation and engineering excellence.
Diliprao holds a Master of Science in Computer Science from Northwestern Polytechnic University, Fremont, California.

Diliprao Boinapally is a Senior Software Engineer and Technical Architect with over 14 years of experience building cloud-native platforms at the intersection of financial technology, bankruptcy risk, and compliance automation. He has served as a tec... Show more

Deepak Saxena is a Vice President of Data Science at TWG Global Holdings, where he leads the design and delivery of large-scale data engineering, analytics, and AI platforms supporting investment decision-making across structured finance products including RMBS, CMBS, ABS, and CLOs.

With over a decade of experience in enterprise data systems, Deepak specializes in building cloud-native, high-performance analytics solutions using modern data platforms, distributed computing, and AI/ML techniques. His work focuses on explainable analytics, scalable data pipelines, and applying AI responsibly in financial and enterprise decision systems.

Deepak has hands-on experience across the full lifecycle of data products—from ingestion and modeling to advanced analytics, visualization, and production deployment. He actively works with technologies such as Python, Spark, SQL, cloud platforms, and modern AI/LLM frameworks to solve real-world business problems.

In addition to his industry role, Deepak is an active contributor to technical communities through conference submissions, research-oriented writing, and mentoring. His speaking interests include applied AI, data engineering at scale, explainable machine learning, and the intersection of AI and finance.

He is passionate about sharing practical insights that help organizations move from experimental AI to reliable, production-ready systems.

Deepak Saxena is a Vice President of Data Science at TWG Global Holdings, where he leads the design and delivery of large-scale data engineering, analytics, and AI platforms supporting investment decision-making across structured finance products inc... Show more

Soujanya Vummannagari is an accomplished Senior Product/Delivery Manager with over 20 years of experience driving digital transformation across healthcare, retail, finance, and insurance industries. Currently serving as Senior Development Consultant at Evernorth/Express Scripts through Endava Solutions, she leads a comprehensive product portfolio encompassing 50+ Spring Boot services and 400+ DataPower/Mainframe services while managing a 30+ member global team.
Her expertise spans the full technology spectrum, from legacy mainframe systems (PLI, CICS, COBOL) to modern cloud-native architectures using Java, Spring Boot,Openshift and AWS. Soujanya has demonstrated exceptional leadership in large-scale system modernization, successfully migrating monolithic systems to microservices architectures, achieving 1300+ MIPS savings and delivering $2.5M in license cost reductions through strategic technology transitions.
Notable achievements include developing innovative certification frameworks that contributed to $1.75M in cost savings, building analytics platforms that drove incremental revenue growth, and leading FHIR API migrations that enhanced healthcare data interoperability across multiple organizations. Her technical proficiency extends to DevOps practices, utilizing tools like Jenkins, Git, and Pivotal Cloud Foundry, while maintaining robust monitoring and security standards through Grafana, Splunk, newrelic , and Dynatrace.
Prior to her current role, Soujanya held key positions at Clopay Doors, PNC Healthcare, State Farm Insurance, and Citigroup, where she consistently delivered scalable solutions and led cross-functional teams to achieve strategic business objectives. Her experience includes extensive work with HIPAA compliance, EDI transaction processing, and claims management systems.
Soujanya holds a Bachelor's degree in Electrical Engineering and maintains Project Management Professional (PMP) certification alongside OBIEE Foundation Suite 11G certification, reflecting her commitment to continuous professional development and excellence in technology leadership.

Soujanya Vummannagari is an accomplished Senior Product/Delivery Manager with over 20 years of experience driving digital transformation across healthcare, retail, finance, and insurance industries. Currently serving as Senior Development Consultant ... Show more

I’m a Data Engineer with 6.5 years of experience designing and evaluating scalable, production-grade data and analytics systems in regulated and enterprise environments. My work focuses on regulatory-compliant data engineering, legacy system modernization, and hybrid ETL/ELT architectures that bridge traditional platforms with modern cloud technologies.

I specialize in cloud data warehousing, data quality frameworks, and building analytics-ready pipelines using tools such as Snowflake, DBT, and enterprise ETL platforms. In my role, I regularly review system architecture, data integrity, and real-world feasibility of technical solutions, which allows me to bring an execution-focused, practical perspective to both speaking and judging engagements.

I enjoy working with builders and teams to help transform ideas into reliable, impactful solutions and actively contribute as a judge, technical reviewer, and mentor in hackathons and innovation programs focused on real-world problem solving.

I’m a Data Engineer with 6.5 years of experience designing and evaluating scalable, production-grade data and analytics systems in regulated and enterprise environments. My work focuses on regulatory-compliant data engineering, legacy system moderniz... Show more

Marketing leader with 11+ years of experience owning go-to-marketing strategies related to
• Tokenization (NFTs, CBDCs, and stablecoins)
• Enterprise Use Cases (supply chain, loyalty, compliance)
• Decentralized Finance (lending, derivatives, staking)
• Payments (Crypto Reward Cards)

Actively advising early stage ventures with Web3 Accelerators including
• Techstars
• The Blox
• Rokk3r
• XRPL Accelerator

Marketing leader with 11+ years of experience owning go-to-marketing strategies related to • Tokenization (NFTs, CBDCs, and stablecoins) • Enterprise Use Cases (supply chain, loyalty, compliance) • Decentralized Finance (lending, derivatives, ... Show more

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

Rajiv Chaitanya is an applied machine learning researcher who enjoys taking models out of papers and stress-testing them against reality. His work focuses on reinforcement learning, financial ML, and reproducible ML systems, with a particular interest in understanding where sophisticated methods actually help, and more importantly, where they quietly fail.

He builds end-to-end learning pipelines that account for real-world constraints such as risk, non-stationarity, and system trade-offs, rather than optimizing purely for benchmark performance. Rajiv is especially interested in failure modes, design decisions, and lessons learned when ML systems meet noisy, imperfect data.

Rajiv Chaitanya is an applied machine learning researcher who enjoys taking models out of papers and stress-testing them against reality. His work focuses on reinforcement learning, financial ML, and reproducible ML systems, with a particular interes... Show more

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am also dedicated to mentor young talents to success. In my spare time, I do speaking engagement to increase public awareness about Generative AI, and I work on personal projects, exploring the space of possible offered by AI.

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am... Show more

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

Ishita is a sanctions data engineer at Bloomberg working at the intersection of technology, global regulation, and geopolitics. She holds a Master’s degree in Computer Science from the University of Glasgow and has experience across business intelligence and software engineering with prior roles at Amazon and J.P. Morgan. Alongside her industry work - Ishita is a Women Techmakers Ambassador and a Google Developer Group organiser - contributing to tech communities through advocacy, speaking engagements, mentorship, and hosting events with a focus on bridging the gap between education and industry to make careers in technology navigable for students and early career professionals.

Ishita is a sanctions data engineer at Bloomberg working at the intersection of technology, global regulation, and geopolitics. She holds a Master’s degree in Computer Science from the University of Glasgow and has experience across business intellig... Show more

As Software Engineering leader, I bring over 20 years of expertise in enterprise architecture and digital transformation. By leading cross-functional teams, I enable the delivery of secure, scalable solutions that optimize operations and enhance client engagement. My efforts focus on integrating innovative technologies to align with strategic business goals, resulting in measurable outcomes for stakeholders.

With a strong foundation in business architecture and fintech innovation, I excel in modernizing platforms to meet evolving industry demands. Equipped with certifications such as TOGAF, I prioritize seamless system integration, cost efficiency, and regulatory alignment to drive long-term value for organizations. Passionate about solving complex challenges, I work collaboratively to empower teams and achieve sustainable success.

As Software Engineering leader, I bring over 20 years of expertise in enterprise architecture and digital transformation. By leading cross-functional teams, I enable the delivery of secure, scalable solutions that optimize operations and enhance clie... Show more

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

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman Sachs’ Investment Management Division and was co-founder/CTO of several FinTechs in equity and FX trading.

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman S... Show more

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

Leading a FinTech banking core team by day, making videos by night — Rytis is an IT consultant with 12+ years of experience, too many hobbies, and a rewritten Danish Tax System somewhere in between.

Leading a FinTech banking core team by day, making videos by night — Rytis is an IT consultant with 12+ years of experience, too many hobbies, and a rewritten Danish Tax System somewhere in between. Show more

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

Agile Coach with close to 20 years' experience in the IT industry in different domains such as insurance, finance, banking, public sector. Passionate about agile methodologies, providing guidance and mentorship on applying agile techniques and practices in​ software development and product delivery and adopting an agile mindset. Always interested in trying new approaches that would lead to continuous improvement and better delivery.
Backing this up with previous experience as a software developer, where my passion for agile and lean approaches started.

Agile Coach with close to 20 years' experience in the IT industry in different domains such as insurance, finance, banking, public sector. Passionate about agile methodologies, providing guidance and mentorship on applying agile techniques and practi... Show more

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

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and resolving tough tax problems. He is an author of three books on criminal taxes and unpaid payroll taxes. Nordlander speaks on national stages on forensic accounting, tax resolution, and white-collar investigations.

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and ... Show more

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

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity industry and recognized for his visionary views. He is on the UK&I Cloud Security Alliance Chapter board and is a professor at IANS on application security and cloud security. Previously, Francesco headed HSBC's application and cloud security and was a Senior Security Consultant at AWS. Francesco has been keynoting at global conferences and has authored and co-authored several books and whitepapers; outside of work, you can find me running marathons, snowboarding on the Italian slopes, and enjoying single malt whiskeys in one of my favourite London clubs.

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity i... Show more

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 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

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

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 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

Head of Wealth Planning - SGPB Europe https://www.linkedin.com/in/frederic-valentin-ab313920 | Member of Cercle des Fiscalistes (https://www.lecercledesfiscalistes.com) | Member of the IACF - Institute of Tax Lawyers https://www.iacf.fr | Membre of Estate Planning Skill Group (https://epsg.international/fr/)

Head of Wealth Planning - SGPB Europe https://www.linkedin.com/in/frederic-valentin-ab313920 | Member of Cercle des Fiscalistes (https://www.lecercledesfiscalistes.com) | Member of the IACF - Institute of Tax Lawyers https://www.iacf.fr | Membre of E... Show more

Lazetta Rainey Braxton, MBA, CFP® is a high-impact, solution-oriented founder with a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of cultural competency in the financial services industry.

As Founder and Principal of The Real Wealth Coterie, a financial planning and wealth management firm, and Lazetta & Associates, a speaking and business consulting firm, Lazetta equips individuals and leaders to align their finances with their vision and values and achieve sustainable wealth. She is passionate about amplifying culture, talent, life, and money, and extends her expertise through public speaking, writing, consulting, and coaching.

Lazetta was named one of Crain's New York Business Notable Black Leaders and Executives and one of the top 10 of Investopedia’s 100 Top Financial Advisors for three consecutive years. Lazetta's national media presence includes TV appearances on NBC, CNBC, and CheddarNews and mentions in the WSJ, NY Times, LA Times, and Black Enterprise.

Lazetta Rainey Braxton, MBA, CFP® is a high-impact, solution-oriented founder with a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of cultural competency in the financial servic... Show more