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  • Sanchit Taksali - Trainer and instructor
    Sanchit Taksali's picture
    Sanchit
    Taksali
    CFP
    ID/Head - Wealth Management
    Kedia Capital Services Pvt. Ltd.
    Financial Services, Choosing a Financial Professional, Financial Planning, Investments, Stock Market, Insurance

    Help you to achieve F.I.R.E (Financial Independence, Retire Early)

    India

    Jaipur

    Global
    English
    Hindi
    French
    Member
  • Lorenzo Moseley, Jr. - Public speaker
    Lorenzo Moseley, Jr.'s picture
    Lorenzo
    Moseley, Jr.
    Financial Advisor
    Northwestern Mutual
    Financial Services, abundant thinking, Launching Your Business

    I inspire people to live their dreams, unlocking their childlike imagination.

    United States

    Washington, DC

    North America
    South America
    Europe
    English
    Member
  • Julian Caldwell - Public speaker
    Julian Caldwell's picture
    Julian
    Caldwell
    Registered Representative / Licensed Agent
    New York Life Insurance Company
    Financial Services, Analysis, Advanced Technology, Business Startup

    Small businesses need to leverage technology to do more with less. I show you how.

    United States

    Council Bluffs

    Global
    English
    Member
  • Bill Hortz - Trainer and instructor
    Bill Hortz's picture
    Bill
    Hortz
    Founder and Dean
    Institute for Innovation Development
    Innovation, Financial Services, Business Innovation, FinTech, Business Model Innovation, Business and Innovation

    Built a unique financial services innovation platform & network that leverages your competitiveness.

    United States (Florida)

    Tampa

    North America
    English
    Gold
    Member
  • Teri Kirk - Trainer and instructor
    Teri Kirk's picture
    Teri
    Kirk
    Founder & CEO
    The Funding Portal
    Financial Services, Digital Financial Services, FinTech, Business Services, Private Equity, Public Policy

    Teri Kirk is Founder and CEO, Fundingportal

    Canada

    Toronto

    North America
    English
    French
    Member
  • Dion Lisle - Trainer and instructor
    Dion Lisle's picture
    Dion
    Lisle
    Managing Director
    FACERE25
    Banking and FinTech, FinTech, Financial Services, Banking, Business Innovation, Blockchain Strategy

    I am the Rosetta Stone between Banks and Fintechs. I have worked on both sides of the divide.

    United States

    San Francisco

    Global
    English
    Member
  • Chester Santos --- "The International Man of Memory" - Trainer and instructor
    Chester Santos --- "The International Man of Memory"'s picture
    Chester Santos
    --- "The International Man of Memory"
    Author | Int'l Speaker | Memory Skills Expert
    http://www.InternationalManofMemory.com
    Professional Training, CFA, CFAI, Executive Coaching, Leadership and Professional Development, Brain Training

    Chester's presentations are a wonderfully unique blend of education, entertainment, and inspiration.

    United States

    San Francisco

    Global
    English
    Gold
    Member
  • April Rudin - Trainer and instructor
    April Rudin's picture
    April
    Rudin
    Founder and CEO
    The Rudin Group
    Financial Services, Wealth, nextgen, Millennials, FinTech, Private Wealth Management

    I am a dynamic speaker who can take serious financial services topics and make people get excited!

    United States

    New York City

    Global
    English
    Gold
    Member
  • Mark Etwaru, PMP - Public speaker
    Mark Etwaru, PMP's picture
    Mark
    Etwaru, PMP
    Digital Transformation
    The Estée Lauder Companies Inc.
    Retail, Financial Services, Insurance, pharma, Healthcare, Advancement of Humanities

    Transformation, Blockchain, AI and technology in general is my life.

    United States

    new york

    Global
    English
    Member
  • Jim Ludwick - Trainer and instructor
    Jim Ludwick's picture
    Jim
    Ludwick
    CFP
    Manager
    Procrastination Junction LLC
    Financial Services, Financial Education, Financial Mistake Avoidance, Consumer Financial Education, Financial Literacy

    Help increase financial advisor skills in closing business and helping others plan their lives.

    United States

    Las Vegas

    North America
    English
    Member
  • Sri Krishnamurthy - Trainer and instructor
    Sri Krishnamurthy's picture
    Sri
    Krishnamurthy
    CFA
    CEO and President
    QuantUniversity
    Financial Services, Banking and FinTech, Quantitative Finance, model risk management, Model validation, Machine Learning

    Entrepreneurial leader and expert in the areas of Quant Finance, Data Science, AI, ML and Fintech

    United States

    Boston MA

    Global
    English
    Hindi
    Gold
    Member
  • Paul Luchau - Trainer and instructor
    Paul Luchau's picture
    Paul
    Luchau
    Speaker | Educator | Financial Strategist
    The Finer Center
    Financial Services, Retirement Planning, Life Insurance, retirement, Financial Planning

    Almost everyone faces tough financial decisions, and many don’t know where to turn for the right sol

    United States
    Global
    English
    Member
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