Archives: team-member

Excellence in Finance Award Winner –Blake Murray, CEO, Divvy. Blake Murray is a seasoned entrepreneur and business leader with a track record of success in the tech industry. As the Founder and former CEO of Divvy, a groundbreaking spend and expense management platform, Blake has demonstrated his ability to innovate and drive business growth. During his tenure at Divvy, Blake spearheaded the company’s development, leading it to a successful acquisition by BILL for $2.5 billion. Divvy’s unique approach to expense management, coupled with its real-time tracking capabilities, revolutionized how organizations handle their finances. Under Blake’s leadership, Divvy provided companies with unprecedented insights and control over their spending, helping them streamline processes and improve financial efficiency. Blake’s entrepreneurial journey is marked by his commitment to excellence and his relentless drive to create value. His leadership style emphasizes qualities such as speed, urgency, high expectations, and intensity, while also focusing on fostering a culture of ownership and performance excellence. He understands the nuances of company building and the essential elements required to succeed in a competitive business landscape. With a Bachelor of Science degree from the University of Utah, Blake combines his academic foundation with practical business acumen to navigate complex challenges and drive strategic decisions. His experiences in fundraising, creating a performance-driven culture, and maintaining a healthy work-life balance have equipped him with a holistic understanding of what it takes to build and sustain a successful enterprise. Moreover, Blake is not just a successful businessman; he is also a patriotic individual who values and honors the sacrifices made by those who serve their country. His recent post about owning a flag flown on the lead destroyer at Utah Beach on D-Day reflects his deep appreciation for the courage and dedication of servicemen and women. In conclusion, Blake Murray’s story is one of vision, perseverance, and achievement. Through his leadership at Divvy and his ongoing commitment to excellence, Blake has established himself as a respected figure in the business world, leaving a lasting impact on the industry and inspiring future generations of entrepreneurs. Ask GPT-4o About Divvy: Divvy is a secure financial platform for businesses to manage payments and subscriptions, build strategic budgets, and eliminate expense reports. By integrating real-time tracking for every business transaction, Divvy provides organizations with instant insight into their spend. With Divvy, you can make informed cash flow decisions, curb losses before they happen, and never have to save a receipt again. For more information, visit getdivvy.com

In 1996, obtained an undergraduate degree in Corporate Finance at the Intercontinental University, then graduated in 2000 from ITESM-CCM with a degree in Financial Management and Business Administration, in Mexico’s City Campus. Yannick has been certified in microfinance with a degree from Harvard Kennedy School, in 2011, Boston Massachusetts in the United States. Started his professional career in 2000 as Sr Financial Analyst at NII Holdings Inc Telecom and Logistics in 2002 at Sun Chemical, world’s largest printing ink manufacturer.
In 2003 he joined Citigroup, after the Banamex (Banco Nacional de Mexico SA) acquisition and held positions such as Expansion Deputy Director until 2005, then promoted to Operations Deputy Director for the Pacific Region with over 186 branches from the Consumer Finance Business.

In 2008 he joined Temasek Holdings an Asia investment company headquartered in Singapore, supported by 12 offices in Asia and Latin America, Temasek owns a diversified S$193 billion portfolio, concentrated principally in Singapore, Asia, and emerging markets. Through the Financial Business Subsidiary in Mexico, Fullerton Financial Holdings, he obtained international experience in Asian markets and was transferred to India and China.

From 2011 he has held several positions as Deputy General Director, Operations Head, and CEO in different Financial Institutions in Mexico targeted to microloans, consumer and payroll-related loans.
In April 2017 he left the CEO position he held at Proximus Finance to join ID Finance Company as Mexico’s Country Manager.

Jonathan Poulter is a dedicated individual with a strong background in debt collection and entrepreneurial endeavors. As the founder and director of Money Claim Collections, Jonathan has demonstrated his expertise in managing collections and helping businesses recover outstanding debts. With a career spanning several years in the field, Jonathan has honed his skills in sales, negotiation, and other essential aspects of debt collection. Jonathan’s journey in the debt collection industry began in 2014 when he started working as a Debt Collector at Debt Collector UK. Over the course of three and a half years, he gained valuable experience and insights into the intricacies of debt recovery. His commitment to his work and his ability to navigate challenging situations led him to excel in his role, setting a strong foundation for his future endeavors. In 2017, Jonathan took on the role of Managing Director at Federal Demand Group, where he continued to make significant contributions to the debt collection sector. During his five-year tenure, he further refined his skills and leadership abilities, overseeing operations and driving the company towards success. In 2022, Jonathan established Money Claim Collections Group Ltd, a testament to his entrepreneurial spirit and vision. As the founder and director of the company, Jonathan leads a team dedicated to helping businesses address overdue payments and financial challenges. His hands-on approach, coupled with his strategic mindset, has been instrumental in the firm’s growth and reputation in the industry. Beyond his professional accomplishments, Jonathan is a devoted father who values family time and enjoys sharing experiences with his loved ones. His recent LinkedIn posts reflect his dedication to his work, from celebrating successful debt recoveries to cherishing quality time spent with his family. With over a decade of experience in debt collection and business ownership, Jonathan Poulter continues to make a positive impact in the industry. His unwavering commitment to excellence, coupled with his entrepreneurial drive, sets him apart as a leader and innovator in the field of debt collection.

Jonathan joined Oxygen (getoxygen.com) in January 2019, and is currently the Chief Compliance Officer. He is responsible for the company’s Compliance Management System (CMS), which involves an integrated compliance framework for Oxygen’s consumer and commercial product set – entailing both checking and savings accounts, as well as lending products.

Prior to Oxygen, Jonathan spent eight years at Treliant Risk Advisors and is an experienced regulatory compliance professional who has consulted for regulatory agencies, international banks, non-bank financial services providers, established fintechs and burgeoning startups. He has advised clients on the implementation of compliance management systems and the design and execution of regulatory compliance training programs. His time at Treliant involved the drafting of institution-specific policies and procedures, conducting regulatory compliance audits and compliance risk assessments, and evaluations of corporate governance structures.

Enrique was born on the first of February of 1986 in Mexico City, where he has lived most of his life. At an early age, he showed interests in arts, music, and spirituality. He got a degree in Business Management at the Instituto Tecnológico y de Estudios Superiores de Monterrey (Monterrey Institute of Technology and Superior Studies). His career start was a curious hybrid between the arts & the business worlds. He had a music band with two albums released for the Latin American market, with the last one published by a major record label (Sony Music) while at the same time, finishing his career and getting his first job at a small multifunctional printing leasing company as a sales director. 

As a former college and professional athlete, Sean has competed on the highest levels which have given him unique experience in, and valuable insight on the discipline, drive, and ability to dream big and achieve your goals.

As a George Washington University MBA, Sean has honed his ability to understand and practice business in a way that maximizes his experience in wealth management, corporate planning, as well in philanthropy. Sean’s unique career has afforded him experience working in multiple arenas–sports, entertainment, corporate, education, philanthropy-thereby cultivating relationships, opportunity and innovation across the professional landscape.

About John As the Managing Director and Head of Investor Relations at Flat Rock Global, LLC, John Stahmer, JD, MS, brings over a decade of experience in consultative investment sales and executive leadership. Specializing in alternative investments like interval funds, CLO equity, structured products, private credit, and middle market credit, John focuses on the RIA channel, offering tailored product solutions. In his role, John has successfully raised funds, fostered relationships, and executed company strategies. Since joining Flat Rock Global in 2017, he has played a key role as an Investment Committee Member, driven institutional business growth, and secured investments from RIAs, single and multi-family offices, and consultants. Notably, John was honored as an Excellence in Finance Leader by the FINEXT Conference in 2019. John is dedicated to providing value to his clients and team, leveraging his expertise, credentials, and market insights to drive success. His commitment to delivering innovative solutions and his track record of building strong partnerships have been instrumental in achieving the company’s objectives. With a background in law and a master’s degree, John Stahmer combines his legal knowledge and financial acumen to navigate the complexities of the investment landscape. His strategic approach, coupled with his passion for excellence, sets him apart in the industry. Outside of his professional endeavors, John is an avid supporter of continuous learning and personal development. He believes in the power of collaboration and teamwork in driving growth and creating long-lasting impact. As a thought leader in the financial sector, John Stahmer exemplifies dedication, expertise, and a results-driven mindset. With a focus on delivering exceptional service and tailored investment solutions, he continues to make significant contributions to Flat Rock Global’s success and the wider financial community. Flat Rock Global, LLC Flat Rock Global, LLC is an investment management firm based in Jackson, Wyoming, with a dedicated focus on prioritizing investors’ needs. With a team of 2-10 employees, the company boasts a following of 951 individuals who trust in their expertise. Specializing in alternative credit management, Flat Rock Global strategically invests in less efficient areas of the credit markets. Their approach aims to achieve a dual objective of preserving capital while generating current income for their clients. Their funds are tailored exclusively for Registered Investment Advisors (RIAs), Family Offices, and Institutional Investors. Potential investors are urged to conduct a thorough assessment of the investment objectives, risks, charges, and expenses associated with Flat Rock Funds prior to making any investment decisions. To obtain detailed information about the funds, including a prospectus and other relevant details, interested parties are advised to visit the company’s official website at www.flatrockglobal.com. It is crucial for investors to review this information carefully before committing any capital. Flat Rock Funds are distributed by ALPS Distributors, Inc., ensuring efficient and reliable distribution channels for their investment products. With a strong emphasis on investor success and financial well-being, Flat Rock Global stands out as a trusted partner for those seeking strategic and alternative investment opportunities in the market.

Candice Hill is Senior Vice President, Director of Treasury Management for Texas at First United Bank. Candice is responsible for the overall strategic direction and management of the Treasury Management Services department.

Work History:

Candice has been in the financial services industry for over fourteen years with a focus on treasury management, client services, and relationship management. She began her career at JPMorgan Chase in 2005 in Chicago, IL where she conducted training of their online cash management banking platform to business customers.  With an interest in treasury management operations, she took a position where she managed the Global Client Service practice for Wholesale Receivables Operations (lockbox), where they serviced business customers that utilized core cash management products for receivables totaling 2 billion in revenue.  She played an integral role in developing talent and overseeing global partners that focused on quality metrics and process improvements.

After graduating with a bachelor’s degree in Corporate Finance from Brigham Young University- Hawaii, Matti Kilpelainen dedicated himself to assist high net worth family offices, government agencies, and private corporations increase their profitability by implementing market-specific financial strategies. Working as a capital advisor at Marcus and Millichap (MMI) and now as the Director of Finance at Cloacina LLC, Matti systematically focuses on implementing repeatable systems that ensure financial information is accurately understood and disseminated for strategic decision making.

Kirti Naik is the Chief Marketing Officer of Prometheum, the world’s first SEC and FINRA compliant Smart Securities Token provider and blockchain ecosystem for traders, investors and issuers. Her task is to build a global marketing organization that establishes trust and will drive adoption among a variety of audiences. She aims to bring the promise of blockchain to life while protecting every investor. Kirti sees the opportunity to evolve the crypto security domain into the “trustless” economy and provide access and transparency to all investors through marketing.

Kirti brings 20 years of experience in creative marketing and product innovation across a variety of industries, including entertainment, manufacturing, luxury apparel, consumer banking, and asset management. Prior to joining the firm, Kirti led global brand marketing at Russell Investments’ where she transformed the 80-year-old giant globally into a modern, digital and viable brand. She was solely responsible for leading and driving the development of the firm’s brand position “EMBRACE THE POSSIBLETM”, established a research and insights discipline and launched client-facing platforms across the retail and institutional markets. For several years prior, Kirti served as global head of brand & advertising at OppenheimerFunds (now Invesco), transforming the brand by increasing the overall value via brand equity and leading marketing innovation via VR, 360, biometrics technology and brought a unique approach to brand partnerships. In her prior four years at Citibank, she launched new innovative communication platforms and led the company’s online communications strategy.