Archives: team-member

Innovator in Finance Award Winner -Pablo Gagliardi Ferreiro, Co-Founder at Prezzta. Pablo Gagliardi is a seasoned finance professional with over 20 years of experience in the industry. Graduating with a degree in Accounting in 2005, he furthered his expertise in Finance by completing a Master’s degree in Finance in 2012. His passion for Alternative Finance led him to specialize and delve deeper into this field. Throughout his career, Pablo has actively contributed to the growth of new ventures, both for other companies and his own startups. This diverse range of experiences has equipped him with comprehensive knowledge across all facets of a business. He has shouldered the responsibilities associated with scaling a new business and overcoming challenges along the way. Pablo’s exceptional success has been in the realm of sales, both internally and externally within organizations. His abilities are grounded in the quantitative analysis of available data, enabling him to craft an empirical model for business development. In recent years, Pablo has primarily focused on expanding his portfolio as a financial advisor and crafting innovative financial solutions for markets grappling with treasury management challenges in businesses. His expertise spans across Business Development, Sales, Cash Management, Alternative Finance, and Innovation. Pablo’s strategic approach and analytical acumen have been instrumental in driving growth and fostering financial stability in the businesses he engages with. With a strong foundation in finance and a proven track record of success, Pablo Gagliardi continues to be a driving force in the industry, reshaping financial landscapes and spearheading innovative solutions for businesses navigating complex financial terrains. About Prezzta Prezzta is the first financial community in Uruguay. We seek to facilitate contact and connection between people who need financial help. We understand the market and we believe that it is necessary to offer more flexible and supportive alternatives than what is offered today, that is why we have worked very hard to generate a safe and reliable channel. We are Prezzta, We are Finance among all. Website:  https://www.prezzta.com

Innovator in Finance Award Winner -Kevin Miller, CEO at The E-Valuator. Kevin Miller is a seasoned professional with a wealth of experience in the financial industry. As the CEO of The E-Valuator Risk Managed Strategy (RMS) Funds, he demonstrates strong leadership and expertise in managing investment strategies. Kevin’s background includes education from Northern State University, grounding him in a solid academic foundation. Based in the Greater Minneapolis-St. Paul Area, Kevin has established himself as a reputable figure with a significant following on his social media platforms. With 268 followers and 263 connections, Kevin’s network reflects his influence and engagement within the industry. His emphasis on risk management and strategic investment planning highlights his commitment to delivering value to his clients and stakeholders. Kevin encourages connections from individuals who share mutual acquaintances, fostering a strong network of like-minded professionals. Kevin’s bio showcases his professional accomplishments, leadership skills, and dedication to the financial sector. His role as CEO underscores his ability to drive success and lead teams towards achieving strategic objectives. Kevin’s bio serves as a testament to his expertise and industry knowledge, positioning him as a respected figure in the field of finance. About The E-Valuator Built for advisors servicing qualified plan clients and individual investors, The E-Valuator software is a game changer in the world of investing and fiduciary asset management. Whether you’re an individual investor or fiduciary, The E-Valuator enables users the ability to identify and document their unique investment demands and track those standards against Morningstar’s universe of Mutual Funds and ETF’s. The E-Valuator makes life simple by continuously monitoring client investments and identifying when an investment’s performance is no longer tolerable while providing suggested replacements. Through our three-step approach, advisors and investors can design and manage portfolios that continuously meet their investment performance demands and suitability in a fiduciary manner year after year. Introduced in May 2016, we are proud to offer The E-Valuator Risk Managed Strategy Funds (RMS) through our Registered Investment Advisor Systelligence LLC. Our actively managed mutual fund family consists of six specialized funds designed to fit the appropriate risk tolerance of any investor. Our portfolio managers utilize The E-Valuator software to stress test and select the underlying investments inside each strategy and continuously monitor the underlying holdings looking for market inefficiencies. At The E-Valuator Risk Managed Strategy Funds, we strive to create industry-leading investment solutions that focus on three specific criteria: below average volatility, below average cost and above average performance. Visit us at www.evaluatorfunds.com to learn more about our strategies and to find the appropriate investment for you.

Innovator in Finance Award Winner -Matthew Fox, CEO at Perspective Wealth Planning About Perspective Wealth Planning Matthew Fox is a seasoned Senior Business Events Strategist in the public sector tech media industry, currently associated with Scoop News Group. With a background in Business Events and strong leadership qualities, Matthew thrives in ensuring the success of meetings, conferences, trade shows, conventions, and other events, leaving a positive impact on attendees. Passionate about the meetings/conferences/events industry, Matthew’s dedication shines through his active involvement in professional organizations such as PCMA and the Association of Meeting Professionals (AMPs). His peers have recognized his leadership abilities, electing him to various roles over the years. Noteworthy contributions include chairing the Washington DC Area 2016 Global Meetings Industry Day for the PCMA Capital Chapter and Potomac Chapter of MPI, as well as serving as a Board Director for AMPs from 2017 to 2019. Matthew’s commitment to excellence dates back to his college days, where his enthusiastic and loyal nature led him to leadership positions such as President or Vice President in on-campus associations. He also held the role of Executive Board member of his Fraternity, embodying a dedication to supporting groups, people, and causes close to his heart. With a strong work ethic, outgoing personality, and a wealth of experience, Matthew is known for going above and beyond to deliver outstanding results in every project he undertakes. His focus on ensuring that each event he coordinates exceeds expectations sets him apart as a reliable and dedicated professional in the industry. Always eager to connect and make a difference, Matthew looks forward to the opportunity to showcase his skills and expertise, whether in a personal or professional setting. His genuine enthusiasm and unwavering dedication make him a valuable asset in any business events setting. There are thousands of financial firms out there, so what makes us different? At Perspective Wealth Planning, we want to help you reach your goals no matter what stage of life you are in. Our main focus is on customer service! We strive to make sure that YOU are happy with all of the services we are providing. Our outstanding service starts with constant communication. We have quarterly review meetings, consistent market updates, current and relevant information posted on social media, and complementary financial plans for all of our clients. These are just some of the things that sets our office apart from the others. Let us focus on finances so you can focus on life! Securities offered through LPL Financial, member SIPC, sipc.org. Advisory Services are offered through Gladstone Institutional Advisory, a registered investment advisor. Perspective Wealth Planning and Gladstone Institutional Advisory are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: PA, MD, CA, SC, TX Advisory Services offered in: AL, AZ, CA, CT, DE, FL, GA, MA, NC, NJ, NY, OH, PA, PR, SC, TX, VA and WA. Insurance services offered in TX,… Continue Reading Matthew Fox

Innovator in Finance Award Winner -Frank Russo, Founder at Procor Solutions + Consulting, LLC. Frank Russo, a seasoned Managing Director at Imperium Consulting Group in New York, brings over two decades of expertise in guiding businesses through the complexities of commercial claim reimbursement. With a remarkable track record, Frank has facilitated over $10 billion in combined loss recoveries stemming from diverse events like property losses, business interruption, and cyber-attacks. He is sought-after as an Arbitrator, Appraiser, and Expert Witness in intricate financial disputes and has garnered recognition as a top executive in the industry, including the prestigious FiNext “Innovator in Finance” Award. Beyond his professional accomplishments, Frank is a dedicated entrepreneur who excels in building successful ventures. His passion for sharing knowledge on business resilience has taken him around the globe, where he delivers insightful talks and authors publications to empower organizations. Known for his empathetic approach to clients’ challenges, Frank values forging meaningful professional relationships and is keen on mentoring budding professionals in the field. Despite his demanding career, Frank cherishes spending quality time with his family, actively supporting and cheering on his three daughters in their various pursuits. With a commitment to excellence and a genuine desire to make a difference, Frank Russo stands as a trusted resource in navigating critical financial situations, offering expertise that can be relied upon when it matters most. About Procor Solutions + Consulting, LLC. Procor Solutions + Consulting, LLC. is comprised of leading risk management, disaster management and insurance professionals who focus on improving business resilience by providing expertise in disaster planning, disaster response, property/business interruption loss mitigation and claims, risk management and claim analytics and risk technology. Often there is a “one-size-fits all” approach to managing property risk and planning for disasters. Our approach is different and simple – we believe in asking the right questions, listening attentively and providing the customized solutions each client needs. By fostering collaborative partnerships, we help our clients plan for any disaster and execute a response plan effectively and quickly through our leading resources and capabilities, innovative perspectives and cutting-edge technology. This proactive and pre-disaster focus positions our clients to be fully prepared to mitigate negative effects on brand, income, and assets and return to normal operations as soon as possible. When those disasters do happen, we help our clients recover and collect on their claims. Our expert team has worked with organizations around the globe, managing many of the world’s largest and most complex disasters and property/business interruption recoveries. The Procor professionals and our strategic partners have worked extensively in the insurance industry and most hold advanced degrees and professional certifications. We bring that expertise and that experience to support our client’s long-term objectives by helping them learn from the past, improve their risk footprint and plan intelligently to be ready for what’s next thus becoming more resilient organizations. Website:

Innovator in Finance Award Winner -Antonio Diego, CEO at Mutuo Financiera Antonio González-Karg is a visionary leader based in San Diego, California, with a strong background in Private Debt, Entrepreneurship, Fintech, and Private Equity. With over 1,255 followers and 500+ connections, Antonio is known for his expertise in assessing organizations, driving operations, and building high-performing teams to achieve strategic objectives. His skill set includes conducting due diligence, negotiating with various partners, and providing strategic consultancy to clients. Antonio has a proven track record of raising capital to launch and grow successful businesses, while also advocating for fellow entrepreneurs to embark on similar journeys. Through his leadership roles, Antonio has encountered and triumphed over challenging situations, solidifying his belief in the transformative power of business and its impact on society. His focus on expanding access to financial services in underserved communities reflects his dedication to driving positive change and leveraging technology to unlock opportunities in emerging markets. Antonio is a passionate advocate for entrepreneurial growth and is committed to realizing the full potential of innovative technologies in shaping the future of business and society. About Mutuo Financiera Mutuo Financiera is a start-up focused on predictive analytics for online loans to small businesses. They seek to create credit solutions in emerging markets through artificial intelligence. Their platform provides dynamic asset optimization through recursion algorithms and artificial neural networks. They want to solve the lack of access to financial services for small businesses and thus generate financial prosperity. Website: https://mutuofinanciera.com

Top Companies in Finance Award Winner –CryptoLiquidity About CryptoLiquidity Up until now, no one has adequately addressed the volatility in the market when it comes to using digital currency to fund projects, acquisitions, procurement of goods or services, shipping, distribution, etc. (referred to as “the Transaction”), particularly those transactions that may take time to complete and are therefore exposed to volatilities in the digital currency market. For example, a $1,000,000 USD transaction that pegged its value to Bitcoin on November 1, 2017 ($6,391.08 USD per Bitcoin) would have committed 156.47 Bitcoin to the transaction. If that transaction closed on November 30, 2017 ($9,868.99 USD per Bitcoin) the recipient of the 156.47 Bitcoin would have received a gross value of $1,544,200.87 USD or a value 54% greater than was originally agreed to. Similarly, the funder would have lost 54% of the value associated with the Bitcoins allocated. Founder: Erik Lindquist, Partner Website:  https://cryptoliquidity.co

Top Companies in Finance Award Winner –Clickatell Transact About Clickatell Transact Clickatell Transact is a leader in payment solutions, digital product distribution and a pioneer in mobile technology, enabling businesses to connect with their customers. At Clickatell Transact we believe that every business must be able to easily, effectively and securely engage their mobile customers and employees on a personal level. We aim to help our customers create unprecedented value in their business by enabling them to connect, interact and transact with their business partners and communities through their mobile phone.

Top Companies in Finance Award Winner – Income& About Income& At Income&, we’re reinventing fixed income investing for people like you with a product that seeks returns of 6% or more while offering reliable monthly income with lower risk. Founded in 2014, Income& is a San Francisco-based financial technology company that pioneered the PRIMOTM. Led by a team of seasoned executives from some of the most innovative and successful financial service firms in the world, Income& is revolutionizing the fixed-income marketplace. Founders: Keith Meyer, Co-Founder & CMO. Vincent Phillips, Co-Founder & CTO. Website:  http://incomeand.com

Top Companies in Finance Award Winner – preCharge About preCharge. preCharge is a global solution provider with a core focus on maximizing order process efficiency and risk mitigation. Our primary goal is to assist merchants in doing more business throughout the world online and off. We are the official service provider of the Certified Payments program and an active supporter in the war against transaction fraud. preCharge maintains thousands of industry, banking and government relationships throughout the globe and has serviced thousands of merchants over the past 5 years while maintaining one of the highest customer satisfaction rates in the industry. Our solutions are tailored specifically to a merchant’s needs while still reacting to dynamic requirements quickly and efficiently, effectively utilizing our vast network of relationships and resources. Since 2003, preCharge has enabled merchants to capture billions of dollars in lost revenue and has provided the tools, resources and relationships necessary to do business in over 200 countries around the world. Founder: Alex Corral, CEO. Website:  https://www.precharge.com

Top Companies in Finance Award Winner – LeafHouse Financial Advisors, LLC. About LeafHouse Financial Advisors, LLC. LeafHouse Financial Advisors is an independent Registered Investment Advisor that specializes in acting as a third-party fiduciary for corporate and non-profit retirement plans. Our firm is unique in that we thoroughly embrace the fiduciary standard and commit ourselves to always act in our clients’ best interests. We strive to avoid the conflicts of interest that have plagued the financial industry for so long. Fiduciary Services for Retirement Plans – LeafHouse Financial Advisors is your 401(k) plan expert, serving as an ERISA consultant and third-party fiduciary to retirement plans such as 401(k)s, 403(b)s, profit sharing plans, and more. We navigate the complex regulatory landscape and help provide cost-effective and transparent solutions while reducing legal risks. Retirement Advisor Management Partnership – LeafHouse partners with numerous advisory practices around the country in order to help them provide a higher level of service and fiduciary protection to their clients. Founder: Neal Weaver, CEO. Kassandra Hendrix, Vice President, Business Development. Website:  http://www.leafhousefinancial.com