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Financial Services Review
The Financial Lifeline for America’s Federal Workforce
Thomas Lee, Founder
Daniel Sipe, Founder
Serving Those Who Serve
The Architect of Resilient Retirement Income Plans
Scott Butler, CFP, Retirement Income Planner Klauenberg Retirement Solutions
Culture, Care and a Focus on Human-Centered Wealth Management
Scott Tremlett, CEO and Chief Investment Officer Paramount Associates Wealth Management
A Framework for Freedom in Retirement
Dr. Guy Baker, Founder and Managing Director
Wealth Teams Alliance (WTA)
Shaping Financial Futures with Precision and Care
Joseph “Joe” Fernandez, CFP®, President and CEO, Christina Hudson, Chief Investment Officer, Johanna Arbelaez-Perez, Managing Director
Invenio Wealth Partners
The Strategic Lens: Navigating the Agency "Push and Pull"
Lindsay Haun, MBA, Vice President of Financial Planning & Analysis
BarkleyOKRP
Prosperity Partners Building Robust Financial Futures
David LaLonde, Financial Director
LaLonde & Gillin Wealth Management Solutions
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Five Star Financial Resources: The Expert Financial Planner
Tasha Coleman, Business owner
Delivering Innovative and Affordable Lending Products
Edward DeAngelis, Founder & CEO
QualiFi
Navigating Economic Uncertainty with Priority Gold: Why Precious Metals Matter Now More Than Ever
Justin Hightower, National Sales Director
Where Wealth Meets Purpose
Shannon Eusey, CEO
Beacon Pointe Advisors
![SS&C Technologies [NASDAQ: SSNC]: The Unseen Engine Behind Global Finance](https://www.financialservicesreviewapac.com/newstransfer/upload/14-rp8if.jpg)
SS&C Technologies [NASDAQ: SSNC]: The Unseen Engine Behind Global Finance
Bill Stone, Founder and CEO
SS&C Technologies [NASDAQ: SSNC]
Streamlining SDIRAs for the Modern Financial Professional
Caroline Baldwin, Chief Operating Officer
The Entrust Group
Bringing Stewardship to Retirement
Tim Newell, CEO & Managing Director, Tom Lau, Vice President
Envoy Financial
Transforming Finance into a Strategic Business Partner
Mark Kaye, Chief Financial Officer and Lori Tansley, Head of Data Analytics & Financial Transformation, Moody's Corporation
Six Tips to Choose the Right Cloud Financial Solution Provider
Eloise Chapman, IT Director, Horace Mann
Four Common Technology Pain Points For Financial Services Clients
Rahul Mahna, Managing Director of Managed Security Services, Process, Risk and Technology Solutions (PRTS), EisnerAmper
Combining the Power of Technology and Industry Expertise for Optimized Claims Processing
Paul Kearney, Chief Claims Officer, AF Group
How Inclusive Technology Modernizing Microfinance in Indonesia
William Notowidagdo, Senior Vice President of Engineering
Amartha
Reimagining Model Risk Management Framework
Chun Maw TEY, Head, Group IFRS 9 Model Validation & SG Credit Risk Model Validation
Maybank
Securing Digital Frontiers Through Cyber Risk Management
Wahyu Agung Prasetyo, IT and Cyber Risk Management Head
Bank Mega
Strategies to Build a Stronger and More Secure Workforce
Silvia Lam Ihensekhien, Director of Information Security and Risk Management
Swire Coca-Cola
Leading the Charge in Wealth Management and Innovation
Chad Schmookler, Sr. Director, International Operations
InComm
Mastering Risk with Precision and Integrity
Lisa Levine, Executive Director, Fiduciary Oversight
Wells Fargo
Leading Finance Forward with Innovation in Focus
Richard Kung, Chief Financial Officer
CTBC Bank Corp. (USA)
From Survival to Self-Belief: How Navient Builds Leaders Who Thrive
Cristina Pritchard, VP, Financial Planning & Analysis
Navient
Rethinking QA: Less Testing, More Trust
Alison McGuigan, Director of Enterprise Quality Assurance
Golden 1 Credit Union
Leveraging Data to Transform Customer Experience
Brian A. Voss, Senior Vice President, Regional Director
NBT Bank [NASDAQ: NBTB]
Shaping Customer Experience at Scale
Allison Landers, Chief Experience Officer (CXO), Banking & Lending
UBS [NYSE: UBS]
Growing Market Share with Customized Banking Solutions
Jack M Jacobs, Senior Vice President of Corporate Banking
WesBanco Bank Inc [NASDAQ: WSBC]
Human-Centered Banking for Stronger Local Economic Resilience
Stephanie McClendon, Chief of Community Banking
First Federal Bank
