Jonathan is a finance and operations leader responsible for solving complex business problems, and driving value creation across industries. Over the course of his professional career, Jonathan has lead both enterprise-wide business initiatives and operational capabilities for various organizations and business conditions. Currently, Jonathan leads two program management offices (cloud operations and security), driving strategic …
Cameo is a Business Strategist and Leader adept at seeing the big picture and breaking down solutions to a wide range of operational challenges. Cameo leads a Practice Management and Fractional COO agency she founded, Atlas Park Consulting where she helps control the operational chaos blocking wealth management firms from growing and scaling revenue. A …
Eugenie George is a head of content and strategy for CHIP. With a knack for Diversity and Inclusion she has experience in human resources, operations, and writing. She graduated with a MBA graduate in 2019 and UC Berkeley Alum. Currently she a candidate for the Certified Financial Counselor an AFCPE designation. In her spare time, …
Dana L. Wilson has over fifteen years of experience in the financial services industry and is the Founder & CEO of CHIP(Changing How Individuals Prosper). CHIP is a B2B financial services marketplace that makes finding financial professionals of color easy. In 2021, Investment News recognized her as a “See It Be It Role Model” for …