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.
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.
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.
Venisha R. Frith is the chief financial officer and chief administrative officer of Dinosaur Group Holdings, a brokerage firm in New York.
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.
Kimberly S. Krueger-chartered retirement planning counselor and accredited asset management specialist-is an Edward Jones financial advisor.
Sabina Grozdanic Gordeuk is the CEO of MSF Lending–Mortgage Solution Finders Inc., and the founder of Sabina Tax Preparation Services LLC.
Behavioral financial advisor Tricia Stover, a public speaker, business leader, coach, and entrepreneur, owns Performance Masters Consulting.
Chartered accountant Wei Keat Lui is a senior auditor for Oregon State University and an internal auditor 3 for the Oregon State Treasury.
Audit and e-commerce expert Emma S. Suits is a forensics accountant at Armory Pharmaceuticals and a senior accountant at Pineapple Products.
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