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Asset Management
Menu50 experts in Asset Management topic
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JMJonathan MiVenture / PE / Climate / Family Offices • Oakland, CAManaging Director, Head of Americas Investments for CREO, working with large family offices globally across all asset classes. Former Partner at Brightpath Capital (Impact Investing VC Fund). Angel Investor. Accelerator advisor. Private Equity Investor. Focused on climate / food / agriculture / sustainabilityAsset Management • Entrepreneurship • Fundraising • Private Equity • Agriculture • Venture Capital • Social Entrepreneurship • Angel Investor • Impact Investing • Climate Change •$3.33/min per minute5.0 8 2
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RORex Oliver30 year Mortgage and Real Estate ExpertFounder of 2 mortgage banks by bootstrapping from startup with 2 employees growing to over 700 in 42 states then selling to national banks. Now I am assisting with numerous distressed assets on the east coast.Asset Management • Mortgage • Funding • Negotiation • Portfolio Management • Investments • Loans • Mortgage Lending • Real Estate Transactions • Credit •$1.67/min per minute5.0 6 3
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BJBoyd JonesCross-border Business & Corporate Development • San Francisco Bay AreaAngel Investor (FreedomPop, etc.); VC - Buy- & Sell-side; XR, Supply Chain Management, Greater China; Market-entry Consulting; Technical Due Diligence.Asset Management • Startup Consulting • Private Equity • Venture Capital • Corporate Development • Investment Banking • Investments • Corporate Finance • Mandarin • Market Entry •$2/min per minute5.0 3 1
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ZMZack MillerI help fintech businesses grow • Greater New York City AreaPartner, OurCrowd -- leading pioneer in equity crowdfunding. Founder, Tradestreaming (http://www.tradestreaming.com ). I help financial companies grow with content marketing, business development (biz dev), strategy, product development (Seeking Alpha, Lending Club, Covestor, Sig Fig, Wall Street Survivor, LearnVest, etc). Fintech FTW!Asset Management • Crowdfunding • Content Marketing • Copywriting • Lead Generation • Content Strategy • Investment Strategies • Equity Research • Financial Advice • Financial Technology •$4.17/min per minute4.6 12 13
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JMJoe MilamExpert in communicating with angel investors. • Austin, Texas AreaEntrepreneur - AngelSpan, Inc., Angel Legacy, LLC, Legacy Capital Management, Inc. Money manager for angel investors, angel investor. Former clients include executives at Sequoia Capital, Wilson Sonsini, Silicon Valley Bank. Band of Angels founded in my office at 3000 Sand Hill Road.Asset Management • Private Equity • Hedge Funds • Valuation • Portfolio Management • Investments • Financial Services • Wealth Management • Equities • Financial Advisory •$1.67/min per minute5.0 3 2
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BMBrian MartinReal estate & mortgage expert - distressed assets • Dallas, TXOver 35,000 assets sold for private equity, hedge fund, and bank clients. Managed over $5B in assets and built real estate disposition firm from the ground up resulting in 7 figure profits. Especially focused on distressed asset classes including subprime, foreclosures, and REO. Strong experience in all 50 states and Puerto Rico.Asset Management • Real Estate • Private Equity • Hedge Funds • REO • Real Estate Investment • Residential Homes • Residential Mortgages • Foreclosures •$1/min per minute5.0 1 1
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DIDr Isadora MontgomeryHarvard Grad. - Blockchain/Business DevelopmentI am a seasoned professional at the intersection of technology and business, I bring a wealth of experience in e-commerce, academia, asset management at Goldman Sachs, and blockchain development. With a solid foundation in Computer Science from Harvard University and an MBA under my belt, I seamlessly fuse technical expertise with strategic business acumen. My diverse skill set includes spearheading tech initiatives, optimizing operational efficiency, and driving revenue growth through innovative solutions. Adept at navigating complexities in both tech and business landscapes, I am poised to lead transformative projects that bridge the gap between technology and commerce, driving sustainable success and impactful change.Asset Management • Business Development • Startup Consulting • eCommerce • Market Research • Investments • Ghostwriting • Cryptocurrency • blockchain •$5.83/min per minute— — 0
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AMArindam MohantyFounder: Icon Content Multimedia • GurgaonCONTENT I bring together technology, entertainment, design and data, as a rich media life cycle management consultant based out of Gurgaon, India. I am a filmmaker, scriptwriter, graphic designer and producer with productions in film and television, mobile, web and social media, smartclass and factory simulations etc. and have built a number of creative services teams comprising of artists, programmers, UI experts, computer scientists. TECHNOLOGY With over two decades of experience in the film and broadcast television digital media industry, I have built strong relationships with client leaders across News & Entertainment Television Channels, Newspaper Groups, Pre & Post-Production service providers, OTT Platforms and Broadcast & Telecom service providers. Large key media technology projects range from USD $2 Million to – USD $12 Million and offer a unique perspective and understanding of the many challenges traditional media customers such as DTH platforms or newspaper groups need to face when transitioning to digital media across mobile, desktop, set top boxes, smart televisions; and their need to constantly gear up to serve the content consumption needs of the digital consumer.Asset Management • Digital Marketing • Digital Media • Program Management • Display Advertising • Content Development • Broadcast Television • Broadcast Production •$8.33/min per minute— — 0
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KMKushagra MisraData Services | Strategy consulting • New Delhi, IndiaFounding Partner at MasterTag. Multiple Entrepreneur. Mentor at Indian Institute of Technology, Kharagpur. Consultant and Advisor.Asset Management • Tech startups and entrepreneurship • Data Analysis • Strategy Consulting •$2/min per minute— — 0
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SMStruan MalcolmCOO @ 5 yr old fintech / 28 yrs exp in finserv • StockholmCOO at 5 year old fintech with focus on scaling the business, sales, relationships, and product management. 28 years in banking including front, middle and back office, involvement in bank DLT and fintech strategies, and employee mentoring programmes.Asset Management • Sales • Mentoring • Product Development • Trading • Investment Banking • Operations • Financial Services • Customer Relations •$2/min per minute— — 0
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EMEnock MwelwaAftermarket, Engine parts & Maintenance Expert • ZambiaExpert in maintenance planning, fleet & resource management. Implemented SAP S/4HANA, boosting on-time maintenance by 25%. Led crane, rigging & lifting operations at Barrick Zambia. Former Maintenance Planner at Zambia Sugar. Member of EIZ & ERB. Passionate about safety, efficiency & innovation in mechanical operations.Asset Management • Project Management • Project Planning • Search Engine Marketing (SEM) • Predictive Analytics • Professional Mentoring • Mechanical Engineering • Root Cause Analysis • SAP ERP •$1.67/min per minute— — 0
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AGArcangelo GiannattasioDublin, IRLExperienced Chief Financial Officer, providing leadership, insight and strategic advice to the top management and Board. Passionate about technological innovation, with extensive experience in highly regulated financial institutions, including fintech, crypto, payments, assets management, banking and insurance. Chartered accountant, company director and central bank vetted senior officer, with strong foundations and experience in the areas of Governance, Risk, Compliance, Tax and Regulatory requirements and an active interest, and established experience, in process improvement and automation.Asset Management • Finance • Insurance • Risk Management • Solvency II • Life Insurance • Cryptocurrency • blockchain •$10/min per minute— — 0
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CLClive LubasiHead of Technology Governance and Reporting • Nottingham, United Kingdom2021 - current Head of Technology Governance and Reporting at HSBC As Head of Technology Governance, I oversee and manage a Technology estate of more than 1,500 applications, services, systems, platforms and infrastructure, serving several lines of business/value streams (Retail and commercial banking, core banking, digital channels, markets and securities and capital markets) and group functions (like Cybersecurity, CTO, Risk, Third Party and Cloud). My management, oversight and Governance broadly falls into the categories listed below; 1) Technology Risk Management - Manage the governance of the banks three main Technology risks; Resilience risk (disruption to business services due to error or accident), Cyber risk (disruption to business due to internal or external malicious actors/activity) and Data risk. I work to ensure that the three risks above are within the banks risk appetite by leading our quarterly risk and controls assessments (RCAs) which assess the inherent risk, take account of our IT controls and then evaluate the outstanding residual risk. Our technology controls including things like vulnerability management, Identity & Access Management (IAM), Data security, Software Development LifeCycle (SDLC), Deployment Management, Change Management, Patch Management, Data management/Usage/Utility/movement/storage, Incident Management and more. 2) Cybersecurity/Information Security- I am the Cybersecurity lead for the Wealth & Personal Banking division of HSBC UK and as such I work with Group Cybersecurity division to deliver and implement the banks Cybersecurity solutions, platforms and tools into WPB UK. I am also the central point of contact and lead in the event of a significant Cyber breach such as a zero vulnerability such as Log4j. As alluded to in the first section, I also manage our Cybersecurity controls such as vulnerability management, Cryptography controls, IAM (MFA -multifactor authentication, privileged access controls, Segregation of duties (SOX), Network security. I also work to ensure that my line of business adheres and aligns to our groups Information security policy as well as globally recognised Cybersecurity frameworks like NIST, COBIT and the ISO27000 suite. 3) Cloud - I am responsible for the oversight and monitoring of all our Cloud migration projects as most of our applications, services and systems are being shifted from on-premise to public and private Cloud owned by a variety of Cloud service providers and Managed Service Providers (MSPs) like AWS, Microsoft Azure and Google Cloud Platform (GCP). In addition, I am also responsible for the Governance , remediation and reporting of Cloud Security issues linked to breaches or unauthorised access (P1 & P2 violations). 4) Third Party Vendor Management- As part of the UK IT exco, I evaluate, assess and purchase third party products, solutions and platforms for delivery into our business and integration into our existing IT estate and architecture. We have a standardised group vendor selection criteria which use to conduct these assessments and purchases. 5) Portfolio Project Management 6) Service Sustainability and Evergreening of legacy services. 7) Incident management and response. 8) Regulatory compliance- Key regulatory frameworks include the UK's Operational Resilience (PRA), NIS2 (EU) and more recently DORA (Digital Operational Resilience Act covering the financial services industry in the EU and their third party providers).Asset Management • Finance • Information Technology • Technology Integration • Banking • Information Security Management •$10/min per minute— — 0
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GGGiovanni GineseFixed Income expert | Investment Banking • São Paulo, BrazilOriginated BRL 500M+ in mandates, specializing in Debentures, CRIs, CRAs, and structured products. Managed a BRL 40B portfolio, delivering tailored investment solutions and Fixed Income insights.Asset Management • Investment Banking • Retail Banking • Commercial Banking •$1.67/min per minute— — 0
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ACAngela CannyHotel & Visitor Attraction Sales • IrelandAngela is a highly accomplished consultant with a passion for business development, marketing, sales, reputation management, and customer service. With over 30 years of experience in the hotel, hospitality, and tourism industries in the UK & Ireland, Angela has held director-level positions in multi-brand hotel commercial operations across national and international locations. Angela also has 6 years of expertise in selling SaaS products, specializing in the hotel and visitor attraction sectors. Angela successfully established the US-based programmatic advertising startup Sojern.com in the EMEA region and has led diverse teams in hotels, spas, convention centers, and visitor attractions, focusing on long-term business development strategies. Angela excels in building key stakeholder relationships in both leisure and business tourism and serves as a board director. Her proven track record showcases her ability to drive growth and success for hospitality businesses. Experienced in automating processes using Conversational AI on both the front-end such as hotel websites and the back-end such as email enquiries for reservations.Asset Management • Email Marketing • Digital Strategy • Marketing Automation • Business Strategy • Digital Marketing Strategy • Automation • Hotels • Website Conversion • Conversational Marketing •$1/min per minute— — 0
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BBBriana BogganLicensed Private Investigator and Drone Operator • Atlanta, GeorgiaFounder T.B.T. Enterprises (Detective Agency License #PDC002959), licensed drone pilot part 107, Air Force veteran, and Homeland Security graduate at University of Maryland Global Campus.Asset Management • Marketing • Photography • Videography • Video Editing • Workplace Investigations • Private Investigations • Surveillance • Background Checks • Investigative Reporting •$2.92/min per minute— — 0
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JVJoseph VignognaSignificant Sales & Marketing in Asset Management • BostonAmundi US - MBA Financial Markets - Business Development in Investment ManagementAsset Management • Finance • Sales • Marketing Strategy •$4.17/min per minute— — 0
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APAbhishek Priyadarshi14+ exp in PE, Transaction Advisory Strategy • Toronto14+ years exp in PE, Transaction Advisory and Management Consulting covering global TMT and FS sectorAsset Management • Private Equity • Hedge Funds • Investment Banking • Financial Services • Alternative Investments •$3.33/min per minute— — 0
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KAKyriakos ApostolidesSenior C suite executive. • GreeceConsulting services on business development for Insurance,Asset management and Healthcare. Talent development services for high performance teams. Board membership services(non executive). Project management services.Asset Management • Business Development • Healthcare • Talent Development • Project Management • Insurance • Keynote Speaking • Advisory Boards • Board of Director experience •$5/min per minute— — 0
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SWSteve WhiteManaging Director of Thornbury Collections Ltd. • CardiffLeft Grammar School & joined the Royal Navy in 1982. Left in 1990 to join the Police. Worked in several different areas until I left in 2007. Joined Thornbury Collections as a BDM & within the year became a shareholder & joint Director. July 2012 completed a MBO of the company.Asset Management • Factoring • Corporate Finance • Credit Risk • Commercial Litigation • Invoicing • Debt •$1.67/min per minute— — 17
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CRChris RynningEntrepreneur, investor and media expert in China • BeijingFounder of MIG, Origo Partners, Ascend Ventures, Mojob. Chairman of NBA Beijing, Chamber of Commerce in China. Professor II at Trondheim School of Economics. Expert on Chinese macro economic climateAsset Management • China • Early-stage Startups • China Business Development • Business in China • Macroeconomics •$8.33/min per minute— — 0
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ANAmar N. DaryananiTrader and Real Estate expert • SpainDay trader and Stock Market Analyst - founder of marketchartanalysis.com - all the answers are on the chart. The key relies on the interpretation Call me and I can help you out with your trades!Asset Management • Real Estate • Portfolio Management • Investments • Technical Analysis • Financial Planning • Strategic Financial Planning • Stock Market • Commodity • Equity Trading •$1/min per minute— — 5
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GVGeorges van HoegaerdenInnovation Economist • Palo Alto, CAGeorges is the foremost expert on the congruence of policy, capital, and innovation poised to improve the excellence of humanity. We offer world-leaders, politicians, economists, institutional investors, asset managers, venture capitalists, board members, and entrepreneurs the only existing and proven methodology for consistent expansion and growth. The one nature uses. See venturecompany.comAsset Management • Finance • Raising Venture Capital • Innovation • Tech startups and entrepreneurship • Innovation Management • Growth Strategies • Policy • International Economics • Macroeconomics •$8.33/min per minute— — 0
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SKSergey KlimovichStartups addict, trading coach • LithuaniaFounder at DizzStudio and FxKool (trading project). Been involved in freelance jobs since 2010. BA in Business Administration and MSc in Finance and Banking. Have experience in financial analysis, asset management, financial derivatives and corporate finance. Competent, insightful and highly motivated.Asset Management • Web Design • Futures Trading • Algorithmic Trading • Business Analysis • Account Management • Options • FX trading •$1/min per minute— — 0
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TWTaraje Williams-MurrayVirtuoso, Olympian, Entrepreneur & Advisor • The CosmosTwo time Olympian in the sport of judo - Founder and CEO of the only independently owned registered investment advisory firm in NJs largest city Adjunct Professor of FinanceAsset Management • Public Speaking • Insurance • Portfolio Management • Business Consulting • Investments • Strategic Financial Planning • Estate Planning • Martial Arts • Life Insurance •$5/min per minute— — 0
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