Archives: team-member

Top CEOs in Finance Award Winner -Saint Hung, CEO, Universal Processing LLC.   Saint Hung is the Founder & CEO of Universal Processing, a renowned payment solutions company based in New York City. With a strong belief in the power of relationships over revenue figures in business, Saint Hung has led Universal Processing to great heights, inspiring other business leaders to prioritize community impact. Under Saint Hung’s leadership, Universal Processing has thrived as a beacon of resilience during challenging times such as the pandemic. Despite the hardships faced by the industry and merchants, Saint Hung’s dedication and perseverance alongside 20,000 merchant partners have stood out. The company’s efforts to donate masks, educate merchants on government funding, and provide touchless payment options have not only helped businesses stay afloat but also showcased a commitment to supporting the community. Recognized by Forbes Magazine for his exceptional leadership, Saint Hung’s innovative strategies and compassionate approach have set Universal Processing apart. With a focus on giving back and supporting others, Saint Hung has demonstrated a deep commitment to making a positive impact beyond financial success. In addition to his professional accomplishments, Saint Hung cherishes the talented team at Universal Processing, acknowledging their contributions to making the company one of the Top 10 Workplaces in NYC. Exciting plans for a new Headquarters expansion further highlight Saint Hung’s visionary leadership and dedication to creating a dynamic work environment for his team. With over 21 years of experience as the driving force behind Universal Processing, Saint Hung continues to lead with passion and purpose, driving the company’s growth and success. His dedication to helping businesses thrive, supporting the community, and creating a positive work culture exemplifies his role as a leader with a vision for a better future. About Universal Processing LLC: Universal Processing was founded in 2003 with a mission to provide clients with open and honest communications, minimal rates and fees, efficient and simple credit card processing, and the highest quality of customer support. They treat their clients as their partners and work to ensure that they receive the same technologies and business opportunities as larger companies. They fight for, support, and educate their clients because they believe that their success is Universal Processing’s success. Today, Universal Processing serves over 7,000 businesses all over the country. Whether it is a large supermarket or a small boutique, a remote fuel station, or a local restaurant, we are ready to provide our highest level of service and support. They live and work by the tenets that have made their customers the loyal, satisfied partners they are. Website: http://www.uprocessing.com

About Sustainable Capital Finance Sustainable Capital Finance is a third-party financier, providing Power Purchase Agreements for commercial & industrial (C&I) solar projects. SCF works directly with solar integrators and energy consumers to financing solutions for commercial, industrial, municipal and non-profit projects. SCF is comprised of experts who specialize in structured finance, solar diligence, and solar development. SCF has a vast network of EPCs and Developers across the US that submit project development opportunities through SCF’s cloud-based platform, the “SCF Suite”. The platform allows SCF & its partners to efficiently analyze, transact, develop and construct solar projects. About Divyesh DV’s experience in M&A, asset management, software development, project management, marketing and wealth management/financial analysis provides the company an operations director with a unique skill set. DV began his career working for his family enterprise. His family office has successfully acquired real estate and businesses globally, and strategically invested in technology startups; all of which DV played an integral role in valuing, managing and maintaining. It was the school of hard knocks that allowed DV to become well versed in all facets of owning and operating several lines of assets and businesses. At Merrill Lynch, DV branched out to gain additional competencies in the financial sector, specifically wealth management. During his time with Merrill, DV witnessed firsthand the market crash in 2008. This adversity, and the subsequent actions of the firm’s staff, provided insight for how to develop new portfolios for the team’s existing clientele, as well as investment options for new clients. DV’s team managed investments in the billions for their clients, and it was here that DV gained an understanding of investment risk tolerance by uniquely analyzing/building each portfolio for each investor. With an existing quench for startups from his family enterprise foundation, DV joined internet marketing startup, SEO Design Solutions, as an Account Manager. DV managed over ten employees, managed client campaigns and built new processes that improved the team’s efficiency. DV was responsible for developing cost savings strategies, long-term operating recommendations, and new product Q/A. When the CEO, Shiraz Madan, decided to rejoin the financial industry, he invited DV to join. As the Director of Operations for SCF, DV is responsible for managing daily operations, while improving processes in the sales & marketing, administration and software departments. DV managed the development and launch of the SCF Suite. DV received a BS in Finance and minored in Management Information Systems at Butler University. Taking a peek into his personal life, DV is a scotch aficionado, an exemplary cook and a die-hard Philadelphia Eagles fan.

The White Hydrogen Coalition is dedicated to transforming plastic waste into sustainable energy to ensure a brighter future for both current and future generations. With a commitment to clean technology solutions, particularly through the innovative Low-Temperature Conversion (LTC) process, the coalition aims to drive the widespread adoption of eco-friendly practices. By merging the practical application of converting organic and plastic waste into hydrogen and energy with cutting-edge blockchain technology, the White Hydrogen Coalition stands at the forefront of environmental innovation. Taking this approach a step further, they have introduced the WH2C White Hydrogen Coin, a utility token that revolutionizes their business model and enhances their impact. With a vision centered on sustainability and environmental stewardship, the White Hydrogen Coalition is not just a catalyst for change but a pioneer in the transition towards a greener, more sustainable future. Their dedication to converting waste into clean energy reflects a profound commitment to combatting climate change and promoting eco-conscious practices across industries. Through their innovative initiatives, the White Hydrogen Coalition is reshaping the landscape of clean energy production and waste management. Their efforts represent a crucial step towards creating a more sustainable and environmentally responsible world for present and future generations. By championing the advancement of clean technology solutions and embracing the transformative power of blockchain and utility tokens, the White Hydrogen Coalition exemplifies a new era of environmental innovation. Their bio serves as a testament to their mission, values, and unwavering dedication to driving positive change in the realm of sustainable energy and waste management.

Excellence in Finance Award Winner –James A Jones, CEO, IRAeXchange.net. James A. Jones is a Senior Vice President of Investor Relations, Board Advisor, Founder, and Angel Investor with a primary focus on assisting investors in achieving financial independence through tax-efficient investing strategies. Based in Scottsdale, Arizona, Jones has a strong background in the financial industry, particularly in the realm of retirement planning. With a wealth of experience, James has been instrumental in driving innovation in the industry, particularly in the development of alternative IRA solutions aimed at empowering individuals to secure their financial future. He is renowned for his pioneering work in Self-Directed IRAs, which has played a crucial role in making Wall Street more accessible to everyday investors. Through his dedication and expertise, Jones has helped over 30,000 retail IRA owners generate tax-free income for life, thus enabling them to build a secure financial foundation. His collaborations with leading retirement experts have further solidified his position as a trusted authority in the field, providing valuable education through webinars, speaking engagements, articles, and whitepapers in top-tier publications. In addition to his role in finance, James is also a bestselling author, speaker, and coach, sharing his insights and knowledge on tax-efficient investing with a wide audience. His three Amazon bestselling e-books stand as a testament to his commitment to educating and empowering investors to make informed financial decisions. Overall, James A. Jones’s dedication to financial empowerment, coupled with his innovative approach to retirement planning, has positioned him as a respected figure in the industry. With a focus on driving positive change and enhancing financial literacy, he continues to make a significant impact on the lives of investors seeking to achieve financial freedom. About IRAeXchange.net. In 2012, IRAeXchange launched the industry’s first and now largest artificial intelligence-based community and educational resource for using retirement accounts to invest in the new alternative investment offerings. We are leaders in technology automation and integration. IRAeXchange is dedicated to making it easier for you understand how to invest your retirement funds in alternative asset offerings. These offerings were previously only available to wealthy investors, institutions, and family offices, but are now available to the public. Website:   https://www.iraexchange.net

Excellence in Finance Technology Award Winner – Evan Salter, CEO, Métis Financial Corporation of BC Evan Salter is a seasoned professional with a diverse background in finance and business development. Currently based in Kelowna, British Columbia, Canada, Evan holds the titles of CPA and CMA, showcasing his expertise in financial management. With a strong track record in executive roles within the financial sector, Evan has amassed over five years of valuable experience in roles that have honed his skills in financial accounting, financial statements, and managerial finance. His past experiences have equipped him with the knowledge and strategic mindset required to excel in his current position as a Business Development Executive and Financial Manager. Evan’s leadership shines through in his role as the CEO of Métis Financial Corporation of BC, where he led a dedicated team focused on providing essential financial services and solutions to Métis entrepreneurs and communities across the province. Leveraging his Indigenous Leadership Certificate from Harvard Business School, Evan applied the principles of Indigenous governance, culture, and values to steer the organization towards success. Passionate about empowering Métis individuals to achieve economic self-reliance and prosperity, Evan’s mission is deeply rooted in facilitating access to capital, education, and mentorship. His commitment to advancing the rights and interests of Indigenous peoples in Canada and beyond is evident in his collaborative efforts with various Indigenous organizations, governments, and stakeholders aimed at creating positive social and economic impacts. Driven by a desire to create meaningful change and make a difference in the lives of others, Evan Salter is a dedicated professional whose unique blend of financial expertise, leadership skills, and passion for Indigenous advocacy sets him apart in the business landscape. About Métis Financial Corporation of BC The Métis Financial Corporation of BC was established by Métis Nation British Columbia (MNBC) as a result of an agreement with the department of Indigenous and Northern Affairs Canada (INAC). MNBC is the sole shareholder of MFCBC. The Métis Financial Corporation of BC is Métis owned and governed by a board of directors that is comprised of five persons. The Métis Financial Corporation of BC’s mission is to provide trusted financial services for Métis entrepreneurs in BC. The Métis Financial Corporation of BC’s vision is to be Métis entrepreneur’s financer of choice and to position Métis entrepreneurs and businesses to be able to fully participate in new and future economic opportunities. Their mandate and structure permit them to provide loans to Métis entrepreneurs that commercial lenders such as banks and credit unions may not be able to provide. Métis Financial Corporation of BC seeks to strengthen the Métis economy through economically viable Métis owned and controlled businesses.

Excellence in Finance Award Winner – Timothy Hillert, CEO, BenXchange Harnessing 15 years of licensed experience in the finance and insurance sector, I have successfully merged entrepreneurial skills with corporate knowledge to drive exceptional outcomes. My expertise lies in orchestrating operational transformations, expanding businesses, strategically positioning in markets, and achieving substantial profit growth, catalyzing the exponential success of both startups and established companies. Recognized for my forward-thinking vision and ability to cultivate essential partnerships, I serve as a trusted advisor to stakeholders, executives, and board members. Collaborating closely with cross-functional teams, I consistently establish the foundation for advancing transformational projects and fostering collaborations that fuel sustained growth. As a business owner, I embrace risks and rewards, drawing insights from a variety of industries and international clients. My leadership style combines hands-on experience with visionary thinking, allowing me to execute innovative strategies within intricate corporate environments while navigating compliance and financial complexities adeptly. In addition, my commitment to enhancing strategic leadership is evident through my involvement in multiple Advisory Boards. Contributing strategic insights to shape the vision and direction of diverse organizations, I am dedicated to catalyzing informed strategies and nurturing a culture of excellence across sectors. Some highlights of my career include steering 50% year-over-year growth through innovative strategies and sales funnel implementations, generating organic sales growth in both B2B and B2C markets. I have also delivered cost savings exceeding $5M for companies by optimizing employee benefits, implementing effective insurance strategies, and reducing administrative expenses during my tenure as co-founder and CEO of BenXchange. My accomplishments have been recognized with accolades such as the Small Business Big Impact Awards in 2019, The Pennsylvania State University (Berks) Outstanding Young Alumni Awards in 2018, and the International Start-Up of the Year Awards in 2015. I eagerly anticipate connecting with thought leaders, decision-makers, and professionals with similar mindsets. Let’s collaborate and explore how I can contribute to the growth and success of your organization. About BenXchange BeneXchange’s mission is to improve the information retrieval from the Financial and Insurance Providers. As well as provide a marketplace for users to acquire Insurance and Financial products seamlessly with ease and without bias. BeneXchange is a new Software Company that will provide user friendly customer fully automated interface that will allow the subscribers to search for the following: – Health Insurance – Dental Insurance -Vision Care Insurance – 401k and Other Retirement Options – Workers Compensation – General Liability, Auto, and Home Insurance – Life Insurance, Key Man and Buy Sell Policies – Disability Insurance (Group and Individual) – Long Term Care Insurance – Payroll – HR Solutions – Professional Employer Organizations – International Coverages – Other Types of Specialty Coverages

Excellence in Finance Award Winner – Heather Wagy, COO, Siskiyou Central Credit Union About Siskiyou Central Credit Union Their main goal for the year 2018 was to build loan portfolio; the quickest route we saw for this was to work on our auto loans. We have been associated with CUDL for some time but really only had a handful or so a month come through. Our local dealership went through an ownership change and we looked at this a prime opportunity. We had a relationship with the previous owner but struggled with the dealership to create the partnership we desired. The new owners, Yreka Motors were very excited to create a local partnership with a credit union. In the beginning of our partnership we were at 42% loan to shares and in 8 short months we have grown to 69% loan to shares with 80% of our lending portfolio coming from our local dealership. Website: http://www.siskiyoucu.org

Excellence in Finance Technology Award Winner – Victoria Bogner, CEO, McDaniel Knutson Financial Partners Victoria Bogner is a highly qualified professional with impressive credentials, holding designations such as CFP®, CFA, and AIF®. Currently serving as the Director of Client Experience at Allworth Financial, she brings a wealth of expertise and knowledge to her role. Victoria’s educational background includes studies at Kansas State University, showcasing her commitment to continuous learning and professional development. With over 8,222 followers and 500+ connections, Victoria is a respected figure in the financial industry. Her affiliations with McDaniel Knutson Financial Partners/Affinity Financial Advisors demonstrate her experience in offering securities and advisory services through reputable organizations like Cetera Advisor Networks LLC. As a Registered Representative, she ensures that clients receive top-notch service and guidance in their financial endeavors. Based in Lawrence, Kansas, Victoria operates within the framework of regulatory bodies such as FINRA and SIPC to ensure compliance and ethical practices in her services. Her role at Affinity Financial Advisors, a Registered Investment Advisor, reflects her dedication to providing comprehensive financial guidance to clients through a reputable and trusted platform. With a strong commitment to professionalism and client satisfaction, Victoria excels in her role by delivering personalized financial solutions tailored to meet the unique needs of each individual. Her expertise, combined with a customer-centric approach, makes her a valuable asset in the financial industry. Victoria’s dedication to excellence and integrity shines through in her work, earning the trust and admiration of her colleagues and clients alike. About McDaniel Knutson Financial Partners: McDaniel Knutson Financial Partners has been in business since 1981. Their advisors have over 125 years of experience combined. McDaniel Knutson is a full-service financial planning organization. They focus their commitment on being a partner and advocate for every client. ► Their Purpose: To use their knowledge, skills & resources to increase clients’ capacity to live & to give. ► Who They Are: When you hire McDaniel Knutson, you’re getting a partner and advocate in your financial affairs, not just your financial advisor. ►Who They Serve: ♦ University professors, presidents, chancellors, and administrators ♦ Individuals and families who want to protect their assets and focus on reaching their most important goals ♦ People who want to make a difference, have a focus on philanthropy and want to give back to important concerns ♦ Small business owners seeking to establish financial security for themselves and employees ►Philanthropic Vision – Partnering with Clients: Their vision is to inspire philanthropy and we want to help increase their clients’ capacity to live and to give. We’ll show you how you can leave an extraordinary legacy – for your loved ones and for the causes that matter to you. ►Their University of Kansas Connection: Since 1981, McDaniel Knutson has worked with KU faculty and staff on their retirement plans. Whatever stage of life you’re in, we can help you with your retirement-planning questions. Website:

Excellence in Finance Award Winner – Wayne Tsao, CEO, ECARD Inc. Wayne Tsao is the co-founder and Chief Executive Officer of ECARD Inc., whereby he oversees the company’s business expansion, product development, and marketing strategies. Mr. Tsao has a large professional experience in Payment Methodologies. Specialized in cross-border payment and money transfer, Mr. Tsao was managing the Asian market in the entire North-East coast for a fortune 500 company, responsible for 75% of the entire market transactions in China. The intensive knowledge and Unique experience contribute to his expertise in both the Payment and remittance industry. The concept of ECARD represents Mr. Tsao’s foresight and desire to make a significant difference in the global financial market. As not only an entrepreneur but more to be an innovator, he embraces challenges, seizes opportunities, and turns them into achievements. About ECARD Inc. ECARD Inc. is a FinTech company based in New York. To improve the ever-changing financial ecosystem, the company delivers a simpler, faster, and superior payment solution for customers who travel internationally or make the day-to-day purchase at home. Themed in “Tech-blue”, with the logo designed as “E” (ECARD Inc.) wraps around “C” (Customers), we put customers’ benefits at the center of everything we do and work to establish a world-class network that helps people connect, communicate, and collaborate. Website: https://www.ecardinc.com/

Excellence in Finance Technology Award Winner – Juan Antonio Andrade, PayCash Juan Antonio Andrade Hdz is the CEO of Grupo Red Efectiva, a prominent figure in the payment technology industry. With a strong background in finance and business, Juan has been at the forefront of driving growth and expansion for PayCash ®, a leading payment network in Latin America. Throughout his career, Juan has demonstrated a keen ability to forge strategic partnerships and alliances, evident in the successful collaborations with over 34 major banks in the region. Under his leadership, PayCash has experienced remarkable growth, surpassing 350,000 payment points and on track to reach an impressive 500,000, solidifying its position as the most extensive payment network in Latin America. Committed to innovation and customer satisfaction, Juan’s vision for PayCash extends beyond borders, with geographical expansion into new countries such as Brazil, Chile, and the Dominican Republic. By offering a diverse range of services including multiple wallets, PayCash has enhanced its capabilities and services, setting the stage for further developments in the payment technology sector. An active participant in industry events such as ICE London and SBC Barcelona, Juan remains dedicated to exploring collaboration opportunities and networking with industry stakeholders. With a strong track record of success and a passion for driving growth, Juan Antonio Andrade Hdz continues to lead PayCash towards new heights in the realm of payment technology. About PayCash PayCash is a payment system enabled in commercial chains, which through a universal reference, allows you to receive the payment of invoices or any account payable easily and quickly. Target Issuers Increase the collection points exponentially by means of a new payment option in national and regional commercial chains affiliated to the PayCash Network. Target Stores It is to become the preferential payment option for all types of electronic commerce, issuers of payment orders, invoices and any other accounts payable. PayCash developed its own system payment platform, that enables businesses to efficiently manage their receivables & payables through different payment methods (cash in stores, credit & debit cards, wire transfers, others). Two ways of offering its services: Enterprise: API Integration (web services) Collect: Web Application Interface (.com)