Posts Tagged ‘Business’
Michelle Wong
Meet Michelle Wong A seasoned operations leader with a proven track record in guiding dispersed teams across multiple industries, Michelle empowers solo and small RIAs to enhance their human capital, streamline processes, and harness technology. Her diverse background over the past 15 years, and ability to adapt quickly as the Founder and CEO of Nifty…
Read MoreSam Ushio
Meet Sam Ushio Sam is a founder of a human capital platform and change management firm. His areas of expertise are leadership, human capital, purpose, ikigai, positive psychology, behavioral coaching, and organizational culture. Areas of Expertise: leadership human capital purpose ikigai organizational culture burnout employee experience change management wellness, well-being midlife professionals life satisfaction AAPI…
Read MoreJaQ Campbell
Meet Jacqueline “JaQ” Campbell “JaQ“, as people affectionally call her, is known for her infectious energy, her community of elite world changers and her ability to inspire, influence and create sustainable change that crosses cultures and barriers. Areas of Expertise: Legacy Planning Investment Management Black Owned Wealth Management Firm Emerging Family Offices Women Entrepreneurs, Women…
Read MoreSonya Dreizler
Meet Sonya Dreizler Sonya developed Choir’s certification algorithm and heads up business development for Conference Certification. Sonya’s two decades of experience in finance includes as a speaker and author focused on fostering candid conversations about gender and race in financial services, and many years as a Broker Dealer and RIA executive. Areas of Expertise: Diversity,…
Read MoreTremaine Wills
Meet Tremaine Wills, MBA Tremaine Wills is a financial planner who specializes in making financial concepts understandable for minorities and women. She enjoys speaking about using money as a resource to fund and design your dream life while making an impact in the community. Areas of Expertise: Bridging the wealth gap Financial literacy Financial planning…
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