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 …
Malcolm Ethridge is a financial planner, speaker, blogger, and podcast host who is passionate about all things personal finance. His areas of expertise include retirement planning, investment portfolio development, insurance, stock options, and other executive benefits. He leverages that expertise to help senior managers, executives, and small business owners in tech make sense of some …
Olivia received her Bachelor of Arts degree in Political Science from Spelman College. She went on to earn her Juris Doctor degree from Loyola New Orleans College of Law and has been practicing law for thirteen years. Olivia a partner and owner of Smith & Robinson Law Group (SR Law Group). SR Law Group is …
Al-Nesha Jones, CPA, MBA, MOM, is the founder of ASE Group, a full-service accounting, tax, and advisory firm focused on empowering small business owners to build strong and sustainable businesses. ASE Group specializes in making the dollars make sense through solid recordkeeping, proactive tax planning, tax preparation, and year-round advisory support for entrepreneurs in the …
Chioma Deere, Esq. is the managing attorney and owner of The Deere Law Firm in West Palm Beach, Florida, which provides thoughtful and thorough legal services with a focus on wills, trusts, estate planning, probate, and trust administration using the power of technology. Chioma Deere is known by her colleagues as a technology lawyer who …
Before becoming a wealth management advisor, I was the kid in high school with subscriptions to Fortune and Money magazine. The stock market always intrigued me, but growing up I didn’t know anyone that invested. I was fortunate to go to a school that had a business magnet program that allowed me to intern at …
