Find a speaker

Liz Miller - Trainer and instructor
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
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
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
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
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
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
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
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
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
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
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
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