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  • Liz Miller - Trainer and instructor
    Liz Miller's picture
    Liz
    Miller
    President
    Summit Place Financial Advisors
    Finance, Banking and Finance, Financial Advising, Retirement Planning, asset allocation, Estate Planning

    Experienced wealth manager with a passion for market strategy and goal-oriented investing

    United States (New Jersey)
    North America
    English
    Member
  • Francois Aubert - Trainer and instructor
    Francois Aubert's picture
    Francois
    Aubert
    Management Consultant|Speaker|Trainer|Lecturer
    Digitalization, private banking, Private Wealth Management, Family Office Management, Governance, Estate Planning

    Extensive cross cultural experience, deep customer experience knowledge, notably in service delivery

    Switzerland
    Global
    English
    French
    Gold
    Member
  • Vincent Caldeira - Public speaker
    Vincent Caldeira's picture
    Vincent
    Caldeira
    M.Sc. Management
    Chief Technologist (FSI)
    Red Hat
    Digital Financial Services, Architecting for the Cloud, AppDev in the Cloud, Hybrid Cloud, Capital Markets, Private Wealth Management

    Vincent is the Chief Technologist for the Financial Services Industry business at Red Hat looking af

    Singapore
    Global
    French
    English
    Gold
    Member
  • David Teten - Trainer and instructor
    David Teten's picture
    David
    Teten
    MBA
    Venture Partner
    HOF Capital
    Private Equity, Venture Capital, Angel investing, Investing, investment industry, portfolio management techniques

    David is an experienced venture capitalist and entrepreneur, and has presented at over 100 events.

    United States (New York)
    Global
    English
    Hebrew
    French
    Gold
    Member
  • Niall Gannon - Trainer and instructor
    Niall Gannon's picture
    Niall
    Gannon
    Managing Director
    The Gannon Group
    Family Office, Investment Management, Philanthropy, private foundations, Estate Planning, Financial Services

    He brings perspective to wealth by exploring the causes and effects of financial success

    United States
    Europe
    North America
    English
    Gold
    Member
  • Charles-Henry Monchau - Public speaker
    Charles-Henry Monchau's picture
    Charles-Henry
    Monchau
    CFA
    CIO & CCO
    FlowBank
    Financial Services, asset allocation, Blockchain, Cryptocurrency, Asset Management, Equities

    20y+ experience as CIO & Fund manager in the EMEA region - attended numerous panels & conferences

    Switzerland
    Global
    English
    French
    Member
  • Nelson Danthy - Trainer and instructor
    Nelson Danthy's picture
    Nelson
    Danthy
    Finance, Business, Business Startup, Private Wealth Management, Financial Planning, Motivational speaker

    Experience Speaker, Certified Wealth Manager and an Expert at engaging the crowd!

    India
    India
    English
    Hindi
    Member
  • David Werdiger - Public speaker
    David Werdiger's picture
    David
    Werdiger
    Chairman
    Billing Bureau
    Organisation Culture, Being an Entrepreneur, Private Wealth Management, Business Succession Planning, Jewish, Pricing Strategy

    A unique blend of entrepreneur and deep thinker, and able to carry an audience from 10 to 1000

    Australia
    Global
    English
    Silver
    Member
  • Brian Kozeliski - Trainer and instructor
    Brian Kozeliski's picture
    Brian
    Kozeliski
    CFA
    Faculty – Advance Investment Management Course
    CQA Institute / Wilkes University
    Alternative Investments, Chief Investment Officer, Finance and Investment, Mutual Funds, Wealth, Private Wealth Management

    I offer talks to investment professionals to improve all aspects of their investment processes.

    United States (Michigan)
    Global
    English
    Spanish
    Gold
    Member
  • Chris Walters - Trainer and instructor
    Chris Walters's picture
    Chris
    Walters
    Founder
    Lighthouse Advisory
    Family Dynamics, Family Communication, family business, psychology of wealth, Advisory Sales Process, Build Sales

    An experienced and passionate public speaker who inspires people

    United States
    Global
    English
    Member
  • Sloane Ortel - Trainer and instructor
    Sloane Ortel's picture
    Sloane
    Ortel
    Content Manager
    CFA Institute
    Investment Management, ETFs, Fund Management, Crypto, Asset Owners, India
    United States (New York)
    Global
    English
    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
    Global
    English
    Gold
    Member
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