LORI A. PHILLIPS
July 25, 2024
Lori A. Phillips, director of business strategy at Discover Financial Services, helps the information risk department manage deliverables.
Lori A. Phillips, director of business strategy at Discover Financial Services, helps the information risk department manage deliverables.
Rachel Rogers is the chief project and solutions delivery officer of strategic customer products with MagMutual LLC, leading key initiatives.
Rebecca Welch May, retired VP of quality compliance with ARCH Medical Solutions Corp., is a co-owner of Pickwick Elite Boat and RV Storage.
Sophie Zhang Bedoya, MBA, CPA, is head of valuations, private equity, venture capital, infrastructure and real estate at H.I.G. Capital, LLC.
Kathleen M. Naraghi, chief operating officer and chief financial officer at WelComm, Inc., in California, oversees accounting and tax duties.
Bringing a wealth of experience, Jenna Williams is vice president and U.S. SBA business development officer at Heritage Bank of Commerce.
Rachel E. James Hainaut, CPA, is director of investor reporting for the Logistics Property Company LLC, leveraging her accounting expertise.
Christine Tomey Sullivan owns and is chief compliance officer of the Tomey Group LLC, a respected, prolific entrepreneur and an educator.
Certified financial planner Veronica Karas is the principal, financial advisor, and FA team manager at CAPTRUST in New Hyde Park, New York.
Crystal Lin is a successful chartered financial analyst and an attorney whose mother inspired her early to achieve high professional pursuits.
Gail Pinkham Nelson is the owner of G&G Connections LLC, a notary public, and director of training and quality assurance at CEA Fresh Farms.
Capiz K. Calloway is a VP and business development consultant at Advanced Financial Strategies and consultant at Raymond James Financial Inc.
Linda A. Hamilton, CPA, is also a certified exit planning advisor, SYSTEMologist,® and the founder and CEO of Linda A. Hamilton, CPA, LLC.
Cutting-edge expert Carol Grunberg, MBA, is the chief business officer with Yuno, a payments orchestration and financial technology company.
Cyber intelligence investigator Christa Janice Kennett is EverBank’s lead information security analyst for identity and access management.
Venisha R. Frith is the chief financial officer and chief administrative officer of Dinosaur Group Holdings, a brokerage firm in New York.
Rene A. Tomlinson is a claims litigation professional for Kin Interinsurance Network and litigation adjuster at Kin Insurance Technology Hub.
Sattie Persaud, senior FX treasury manager at Otis Elevator Co., is a Global Goodwill Ambassador and runs World Heritage Cultural Center Inc.
Certified financial planner Zaneilia Harris is president and chief executive officer of her firm Harris & Harris Wealth Management Group, LLC.
In a sparkling career, Rana Pierre Kassab-Daniken is president and chief financial officer of her family business, Kassab Jewelers in Oregon.
Laurie Cooperman Rosen is the retired owner of her business, Rent-A-CFO, and now an active and successful day trader in Las Vegas, Nevada.
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