Podcasts about corporate banking

What do upper middle market and large corporate clients really need from their financial institutions? Get the inside scoop from industry experts and banking leaders as they draw from recent research and real-world experiences to discuss market trends, competitive dynamics, and the evolving expectations of sophisticated commercial clients. Related Links [Blog] Leveraging the Power Trio of Serving Large Commercial Clients https://hub.q2.com/blog/leveraging-the-power-trio-of-serving-large-commercial-clients Dean's LinkedIn: https://www.linkedin.com/in/dean-jenkins-4b69438/ Christine's LinkedIn: https://www.linkedin.com/in/christine-barry-2852351/ Alan's LinkedIn: https://www.linkedin.com/in/koenigsberg/ Chad's LinkedIn: https://www.linkedin.com/in/chadparramore/ Rob's LinkedIn: https://www.linkedin.com/in/rob-n-5642541a2/

Rethinking Core Banking — From the Inside Out In this special GFTN Japan edition of Couchonomics with Arjun, we welcome Mayoran Rajendra, Managing Director and Head of the Asia Innovation Center at SMBC — one of Japan's largest financial institutions.We discuss how his team is re-engineering the core of corporate banking using generative AI, automation, and agentic infrastructure — not just adding on shiny tools, but rebuilding from within.

In this episode of The Career Flipper podcast, host Jenny Dempsey sits down with Alex Ferro of Winston-Salem, North Carolina. He opens up about his career shift from corporate banking to real estate — and the personal journey that led him there. After his dad passed, Alex started questioning what success really meant to him. He realized that climbing the corporate ladder wasn't cutting it anymore — he wanted more freedom, more purpose, and a better balance in life.Alex shares how he navigated the leap into real estate, balancing gut instincts with smart, calculated decisions. He talks about the systems he put in place to stay grounded and how he learned to redefine success beyond just making money. This episode dives into the ups and downs of career transitions — the moments of doubt, the unexpected wins, and the resilience it takes to keep going.If you've ever thought about leaving behind a “stable” job to chase something more meaningful, this one's for you. Alex's story is a reminder that success isn't always about the paycheck — it's about building a life that feels right.Episode TakeawaysSwitching careers can be a real emotional rollercoaster.We've all been there, stuck in a job that just doesn't light us up.Going through personal loss can really shake up how we view our careers and what success means to us.It's crucial to learn from both the wins and the slip-ups along the way.Having a solid plan and system in place can really help you get that work-life balance we all crave.It's all about finding that sweet spot between being spontaneous and making smart choices when it comes to investing.Success isn't just about the money; it's also about feeling fulfilled and happy with what you do.Having the freedom to make lifestyle choices can make a huge difference in how satisfied you feel with your career.Don't be afraid to take risks and shake things up if it means following your passions.Sharing personal stories can really inspire others to make bold career moves and chase their dreams.Connect with AlexFerro Home Buyers: https://www.ferrohomebuyers.com/Instagram: https://www.instagram.com/ferrohomebuyers/Facebook: https://www.facebook.com/Ferrohomebuyers/LinkedIn: https://www.linkedin.com/company/ferrohomebuyers/YouTube: https://www.youtube.com/channel/UCEs1Tsbo3gcC_HdvLkmUxIQ Thanks for listening to The Career Flipper!If you enjoyed this episode, let's spread the word! Share it with a friend, subscribe, and leave a review—it helps other career flippers find the show.Let's Stay Connected:Join the community: thecareerflipper.comTikTok: @thecareerflipperInstagram: @thecareerflipperpodGot a career flip story? I'd love to hear it—and maybe even have you on the podcast! Whether you've completed your flip, are just starting, or are in the thick of it, submit your story here: https://www.thecareerflipper.com Want to support the show?Looking for a speaker? I'd love to talk about career changes at your next event.Collaborate through sponsorships or affiliates! Let's work together.Email me: hello@thecareerflipper.comCheck Out My Customer Service CoursesBefore my career flip, I led customer experience teams and created online courses that have helped over 12,000 students worldwide. Whether you're switching to customer service or sharpening your skills to run your own business, these courses are packed with practical tips. Learn more at thecareerflipper.com/courses.Other Ways to Get Involved:Buy me a coffee!Explore my furniture flipsMusic CreditsSeason 1: Intro and outro music by audionautix.com. Season 2: Intro and outro original music by Jenny Dempsey, recorded in a home studio.What's the best that could happen?

Listen in to Part 5 of the series with the Bermuda Bankers Association and special guest Simon Van de Weg from Clarien: Borrowing Money – mortgages, credit cards and debt management   Simon Van de Weg – Chief Banking Officer   Simon leads Clarien's Lending, Retail and Corporate Banking business and is responsible for managing high value customers and special project initiatives. Prior to joining Clarien in 2015, Simon was Finance & Credit Director with Intelsat, Luxembourg. In this role he customised credit policy and solutions to mitigate customer, transaction and financial risks. From 2004 to 2008, he held the post of Vice-President, Structured Finance and Letters of Credit with Butterfield Bank, Bermuda after a previously progressing through various banking roles in investments and product management. Simon is a CMA/CPA, holds an Associate in Reinsurance designation and graduated from Dalhousie University in Canada   Sponsored by Bermuda Bankers Association www.bermudabankers.org

In this powerful and inspiring episode, we sit down with Tessa Arnold—former VP in global banking turned Ayurvedic health coach, entrepreneur, and transformational guide. Tessa opens up about her deeply personal journey from the structured world of commercial finance to building a heart-centered business rooted in healing, intention, and authenticity. If you're a health coach, wellness entrepreneur, or simply someone navigating your own chapter two, this episode is packed with the insights you need. Tessa shares how personal loss, identity shifts, and burnout forced her to pivot—and how she turned those experiences into fuel for her purpose-driven coaching business. We explore: Tessa's journey from corporate executive to certified Ayurvedic health coach How personal transformation can fuel your entrepreneurial path The power of knowing your "why" before starting your health coaching business Embracing vulnerability and overcoming self-doubt Building a business with intention, clarity, and soulful marketing How to niche down by looking at your past self The difference between goals and intentions—and why both matter Why following your curiosity can lead to unexpected and aligned success Tessa also introduces her upcoming book "Step Into the Gap" and explains how stepping into uncertainty allowed her to fully embrace her gifts, help others, and launch two thriving platforms.  Whether you're on the fence about leaving your 9–5, struggling to define your niche, or wondering how to start marketing your health coaching business without burning out—this conversation will inspire you to take bold but aligned steps forward.

An enlightening episode of the Power of Women podcast as Annalise Jennings shares her journey of resilience, connection, and empowerment. From her multicultural upbringing in Australia, to breaking the patriarchal mindsets in the corporate banking sector and her transformative experiences working with Aboriginal communities. Annalise emphasises the importance of belonging and caring for the whole. She talks about the principles that guide her work and her life, the challenges women face, and the power of storytelling in creating positive change. Annalise's insights will inspire you to embrace your own story and hopefully take action towards a more connected and compassionate society. KEY TOPICS: The importance of community support in overcoming challenges.Hope and possibility should guide community strategies. Sustainable change starts with one individual.The importance of empowering women through shared stories. New podcast episodes drop every Monday to power your week. WHO IS ANNALISE JENNINGS?Annalise Jennings is the founder of Dynamic Exchange. With over two decades of experience in Corporate Banking, Risk and Governance, Annalise's journey has been defined by a relentless pursuit of positive change. Recognised with numerous accolades, including a prestigious invitation to the Nobel Peace Prize awards, Annalise's impact has been felt across organisations globally. Today, she continues her collaborations with institutions, advocating for cultural transformation and strategic leadership. FIND ANNALISE AT:LinkedIn https://www.linkedin.com/in/annalisejennings/Website https://www.dynamicexchange.com.au/ CONNECT WITH DI & POWER OF WOMEN: LinkedIn https://www.linkedin.com/in/di-gillett-power-of-women/ Instagram https://www.instagram.com/power_of_women_podcast/ Contact https://powerofwomen.com.au/contact/ Be the first to catch inspiring interviews, empowering stories, and thought-provoking content. Follow the podcast, share the episodes & hit that subscribe button so you never miss an episode.Subscribe on YouTube: https://www.youtube.com/channel/UCeuAx74qUBrHxaQPEnxRpTw?sub_confirmation=1Follow on Spotify: https://open.spotify.com/show/4hUXLl9Oc8xSSmR652wP3c?si=554c1a25f0e848a8Follow on Apple Podcasts: https://podcasts.apple.com/us/podcast/power-of-women-podcast/id1735659590 CREDITS:Sound Design: Daryl Missen - www.vinilo.com.au DISCLAIMER: https://powerofwomen.com.au/podcast-disclaimer/ Hosted on Acast. See acast.com/privacy for more information.

Die Themen im heutigen Versicherungsfunk Update sind: Debeka übernimmt Vertragsbestand der Krankenunterstützungskasse Hannover Die Debeka hat durch die Übernahme des Vertragsbestands der Krankenunterstützungskasse Hannover (KUK) mehr als 1.000 neue Mitglieder gewonnen. Wie die Debeka gegenüber procontra bestätigte, wechseln 1.131 Versicherte, darunter 662 Vollversicherte und 469 Anwartschaftsversicherte, zum Unternehmen. Die neuen Mitglieder können ihre bisherigen Verträge bis Ende des Jahres ohne Gesundheitsprüfung in Debeka-Bisextarife umstellen. Für die KUK bedeutet dies das absehbare Ende: Laut Debeka ist die Auflösung der Kasse in Vorbereitung, ihre Homepage und telefonische Erreichbarkeit wurden bereits eingestellt. Targobank übernimmt Oldenburgische Landesbank Die Targo Deutschland GmbH, eine Tochter der Crédit Mutuel Alliance Fédérale, übernimmt die Oldenburgische Landesbank AG (OLB). Die Transaktion wurde von den Gesellschaftern und dem Aufsichtsrat beider Banken genehmigt und steht noch unter dem Vorbehalt regulatorischer Genehmigungen. Mit der Übernahme steigt die TARGOBANK Gruppe in die Top 10 der privaten Banken in Deutschland auf und erreicht eine Bilanzsumme von 79 Milliarden Euro. Die OLB soll Teil der Targo Deutschland Finanzholding Gruppe werden und das Wachstum in den Bereichen Immobilienfinanzierung, Mittelstandsfinanzierung und Corporate Banking weiter vorantreiben. Für Kundinnen, Kunden und Geschäftspartner bleiben die bestehenden Geschäftsbeziehungen unverändert. InterRisk bietet Schüler-Berufsunfähigkeitsversicherung Die InterRisk erweitert ihr Angebot mit einer Berufsunfähigkeitsversicherung für Schüler, die den Schülerstatus über die gesamte Berufslaufbahn sichert – unabhängig vom späteren Karriereweg. Damit bleibt der günstige Versicherungsstatus erhalten, auch wenn der Beruf später schwerer versicherbar oder kostenintensiver wird. VHV vereinfacht Versicherungsschutz für Bauprojekte bis 25 Millionen Euro Die VHV Allgemeine Versicherung AG bietet mit der Bauprotect Kombi eine kombinierte Haftpflicht- und Bauleistungsversicherung für Hochbauprojekte bis 25 Millionen Euro Bausumme an. Der Versicherungsschutz umfasst Bauherren, Investoren, Architekten, Planer und ausführende Unternehmen und kann ab sofort mit einem vereinfachten Antrag abgeschlossen werden: Fünf Risikofragen sind erforderlich, ohne zusätzliche Risikounterlagen. Hiscox führt Arbeitsausfall-Absicherung für Selbstständige und kleine Unternehmen ein Hiscox erweitert sein Angebot um das Versicherungsmodul „Arbeitsausfall by Hiscox“, das Geschäftskunden vor den finanziellen Folgen eines plötzlichen Arbeitsausfalls schützt. Die Absicherung kann als Zusatzbaustein zu einer Berufs- oder Vermögensschadenhaftpflicht abgeschlossen werden und bietet sowohl eine monatliche Leistung bis zu 18 Monate lang als auch eine Einmalzahlung bei dauerhaftem Arbeitsausfall. Unternehmen mit bis zu 3 Millionen Euro Jahresumsatz können das Modul ab sofort für neue und bestehende Policen ohne zusätzliche Gesundheitsfragen hinzubuchen. Smart Insur erweitert Tarifbewertung um PKV Restkostenversicherung für Beamte Die Versicherungsplattform Smart Insur hat ihre Tarifbewertung Smart Check um die PKV Restkostenversicherung für Beamte erweitert. Ab sofort können diese Tarife anhand von Verbraucherschutzkriterien bewertet werden. Die Restkostenversicherung deckt die Differenz zwischen den tatsächlichen Behandlungskosten und der Beihilfe-Erstattung und schützt Versicherte vor unerwarteten Eigenleistungen. Vermittler können mit Smart Check zudem Neu- und Alttarife bis 1960 vergleichen und ihren Kunden fundierte Analysen sowie Optimierungsvorschläge bieten.

The Singapore Budget 2025 has unveiled a range of measures designed to support businesses as they navigate rising costs, labor challenges, and global competition. With a 50% corporate tax rebate, enhanced Progressive Wage Credit Scheme, and a new S$150 million Enterprise Compute Initiative, the government aims to provide both immediate relief and long-term growth opportunities. But are these measures enough? What more can be done to address fundamental challenges businesses are facing today? On Money Matters’ 2025 Post-Budget Panel Discussion, Hongbin Jeong speaks to Chen Ze Ling, Head of Corporate Banking, DBS Singapore, Toby Koh, Group MD, Ademco Security Group, and Vick Aggarwala, President & CEO, Supreme Components International, to find out more. Presented by: Hongbin Jeong Produced and Edited by: Alexandra Parada (alexparada@sph.com.sg), Hongbin Jeong, and Naz Want to get featured on our show? Drop me an email today!See omnystudio.com/listener for privacy information.

In this episode, Stephen discusses the often misunderstood field of corporate banking, highlighting its significance within the financial services industry. He explains the core functions of corporate banking, the career paths available, and the technical skills required for success in this area. Whether you're considering a career in corporate banking or just want to understand its impact, this episode is packed with valuable insights!(01:46) Welcome Back and Introduction(04:43) Understanding Corporate Banking Functions(06:42) Corporate Banking vs M&A pay comparison(11:35) Skills needed to excel in Corporate Banking(15:44) The Profile of a Successful Corporate Banker(19:23) Recruitment in Corporate Banking****Jargon Buster as promised!Leverage RatioWhat it means: Measures the relationship between a company's debt and its earnings (EBITDA).Why it matters: A high leverage ratio indicates a company is using a lot of borrowed money, which can be risky. Banks use this to decide whether to lend and at what cost.Coverage RatioWhat it means: Compares a company's operating profit to its annual interest payments.Why it matters: Shows how easily a company can pay the interest on its debt. Higher ratios are better.Service RatioWhat it means: Looks at whether a company's free cash flow can cover both interest payments and debt repayments.Why it matters: Helps assess the company's ability to handle its total debt obligations over time.Gearing RatioWhat it means: The ratio of a company's debt to its equity.Why it matters: Indicates how much of the company is financed by debt versus shareholders' money. Higher gearing often signals higher financial risk. Hosted on Acast. See acast.com/privacy for more information.

Erleben Sie einen spannenden Live-Podcast zur Zukunft der Banken: Im Fokus stehen die Herausforderungen durch FinTechs, Künstliche Intelligenz und Cybersecurity. Gemeinsam mit Experten diskutieren wir, wie Banken ihre Geschäftsmodelle anpassen, um im Wettbewerb zu bestehen, und welche Rolle der Finanzplatz Düsseldorf dabei spielt. Tradition, Innovation und Internationalität treffenauf nachhaltige Finanzierungen, digitale Technologien und neue Kundenbedürfnisse. Es diskutieren: Johanna Antonie Tjaden-Schulte, Vorständin der NRW.BANK mit der Zuständigkeit für Vertrieb sowie Innovation und Transformation … ist Vorständin der NRW.BANK mit der Zuständigkeit für Vertrieb sowie Innovation und Transformation. Zuvor war sie bei der Commerzbank AG als Managing Director im Corporate Banking tätig. Tjaden-Schulte steht im Dialog mit Wissenschaft, Wirtschaft und Gesellschaft und begleitet aktiv weibliche Führungskräfte als Mentorin. Henriette Six, Vorständin der Stadtsparkasse Düsseldorf mit der Zuständigkeit Firmenkunden … ist seit dem 1. Mai 2023 Mitglied des Vorstandes der Stadtsparkasse Düsseldorf, wo sie das Dezernat Firmenkunden verantwortet. Das Aufgabengebiet der Finanzexpertin reicht von der Unternehmensfinanzierung über Transformationskredite bis hin zur strategischen Beratung. Henrietta Six ist eine langjährige Führungskraft im Sparkassenwesen und hat zuvor in leitenden Positionen bei der Sparkasse KölnBonn und der Sparkasse Krefeld gearbeitet. Nicole Riggers, Abteilungsdirektorin IKB Deutsche Industriebank AG ....ist seit 2021 Abteilungsdirektorin und Gleichstellungsbeauftragte der IKB Deutsche Industriebank AG. Sie war langjährige Betriebsratsvorsitzende und AN-Aufsichtsrätin und ist u.a. Vorstandsmitglied der Initiative Women into Leadership e.V. und der Zukunft durch Industrie e.V. Eine wunderbare neue Folge von „Wirtschaft Düsseldorf unplugged“, die man auf keinen Fall verpassen sollte.:studiomikrophon::kopfhörer::100:DER BUSINESS CLUB DES 21. JAHRHUNDERTSDer Rotonda Business Club ist das größte aktive Netzwerk für unternehmerisch denkende und handelnde Menschen in Deutschland. Unsere 8 Clubstandorte bieten Raum für Beziehungen und neue Ideen. Hier können Sie sich in einem zukunftsorientierten, professionellen Ambiente mit interessanten Menschen austauschen und neue Impulse für Ihr Business gewinnen. Als Mitglied stehen Ihnen unsere Räume und Veranstaltungen in allen wichtigen Städten Deutschlands offen. Unsere Clubmanager sind persönlich für Ihre Anliegen da und kümmern sich aktiv um Ihre Themen und Anforderungen. Selbstverständlich profitieren Sie auch von unserem starken Netzwerk, vielfältigen Services und hochkarätigen Veranstaltungen. Sprechen Sie uns an. Wir freuen uns auf Sie!

In this episode of the Dakota Fundraising News Podcast, Pat and Konch discuss key job changes, including Carson Group President Teri Shepherd's departure, Darren Wright's move to First Mid Bank as CIO, and Jason Caldarelli joining Bank of China as Head of Corporate Banking. RIA/FA M&A highlights include Apella Wealth's acquisition of Barker Financial Group, Raymond James recruiting $400M Merrill Lynch advisor Carol Heil, and reports of Wealth Enhancement Group and Bleakley Financial Group dropping their LPL brokerage affiliations. Institutional coverage features North Dakota State Investment Board selecting NEPC as its general consultant, New Bedford Retirement Board launching a $110M search for global fixed income, and Mendocino County Employees' Retirement Association restructuring its international equity strategy. Recent investments spotlight San Francisco ERS committing $75M to Blue Torch Credit Opportunities Fund IV, Wyoming SLIB committing $250M to Carlyle Property Investors, and Sacramento CERS allocating $50M to the Hudson Bay Fund. Fundraising news includes Apollo Global preparing to launch a $25B private equity fund, Nuveen debuting a CLO ETF strategy, and Energy Capital Partners targeting $5B for its sixth infrastructure equity fund. Stay tuned for the latest insights on institutional and wealth management updates.

Barb Morgan, Chief Product & Technology Officer, TemenosBarb Morgan was recently appointed Chief Product & Technology Officer by Temenos. Just six weeks into her post she spoke with Robin Amlôt of IBS Intelligence about her priorities in her new position, and about the company's collaboration with AI hardware/software leader Nvidia in powering on-prem GenAI for real-time banking. Morgan also outlines her take on the unique challenges to the adoption of AI in banking.

In this episode we explore a timely and vital question: What can women bring to leadership that men can't? Joining us are two accomplished women leaders from traditionally male-dominated industries: Dr. Melanie Maas-Brunner, a former BASF board member, and Evelyn Chau, a director in the global banking industry. Together we dive into the unique contributions women bring to leadership, the challenges, and what we can all learn from a more diverse approach to leadership.KEY MESSAGES AND LESSONS Authentic LeadershipMelanie and Evelyn stress the importance of authenticity in leadership, particularly for women. Rather than adopting traditionally male leadership styles, women can excel by embracing traits like empathy, collaboration, and open communication—qualities that enhance trust and innovation in teams.Overcoming Gender BiasThe discussion tackles stereotypes, such as the perception of assertive women as "too aggressive" or the tendency for women to underestimate their abilities compared to men. Evelyn shares strategies to navigate biases, build confidence, and network effectively.The Business Case for DiversityResearch shows diverse leadership teams outperform less diverse ones. Melanie and Evelyn argue that women bring critical skills to crisis management, including emotional intelligence and an ability to integrate diverse viewpoints. These strengths create a more resilient and innovative organizational culture.ACTIONABLE TIPSBe vocal about your career goals and achievements while staying authentic.  Build internal networks with mentors and allies.  Clarify your personal priorities, including work-life balance, to ensure a sustainable leadership journey.  Lean into empathy and collaboration while confidently claiming space at the table.  REFLECTION QUESTIONSAre you creating opportunities for all voices to be heard on your team?  How can you, regardless of gender, mentor and support diverse leadership in your organization?  What steps can you take to ensure your leadership is authentic and values-driven?  ABOUT OUR GUESTSDr. Melanie Maas-Brunner: Former Chief Technology Officer at BASF, now a non-executive director focused on sustainability and innovation.  Evelyn Chau: Director of Corporate Banking at HSBC Sweden, with expertise in international finance and mentoring emerging leaders.  ABOUT SECOBD CRACK Learn more about us and our work at secondcrackleadership.com. For questions or feedback, email us at hello@secondcrackleadership.com.Follow us on LinkedIn  Martin AldergårdGerrit Pelzer

THE EVOLVING LANDSCAPE OF SHIP FINANCE Moderator: Mr. David Beaves, Consultant – Hill Dickinson Panelists: • Ms. He Fang, Deputy General Manager – CSSC Hong Kong Shipping Co. Ltd. • Mr. TC Wong, CFA, SVP, Corporate Banking, APAC – DNB Bank ASA • Mr. Martin Hugger, Managing Director – Meerbaum Capital Solutions Inc. World Maritime Merchants Forum - Capital Link Hong Kong Forum Tuesday, November 19, 2024 Hong Kong Convention and Exhibition Centre - Hong Kong Hosted by: Capital Link & China Merchants Group In partnership with DNV and in cooperation with the Hong Kong Maritime Port and Board during the 2024 Hong Kong Maritime Week, and with the support of BIMCO, HKSOA and ICS.

THE EVOLVING LANDSCAPE OF SHIP FINANCE Moderator: Mr. David Beaves, Consultant – Hill Dickinson Panelists: • Ms. He Fang, Deputy General Manager – CSSC Hong Kong Shipping Co. Ltd. • Mr. TC Wong, CFA, SVP, Corporate Banking, APAC – DNB Bank ASA • Mr. Martin Hugger, Managing Director – Meerbaum Capital Solutions Inc. World Maritime Merchants Forum - Capital Link Hong Kong Forum Tuesday, November 19, 2024 Hong Kong Convention and Exhibition Centre - Hong Kong Hosted by: Capital Link & China Merchants Group In partnership with DNV and in cooperation with the Hong Kong Maritime Port and Board during the 2024 Hong Kong Maritime Week, and with the support of BIMCO, HKSOA and ICS.

Have you ever wondered what it takes to transition from a successful corporate career to a vibrant role in the world of angel investing and entrepreneurship? In this episode of "The Angel Next Door Podcast," we look into the captivating journey of Amy Jacobs, who took the bold step to leave the world of corporate banking and immerse herself in the dynamic environment of first, nonprofit organizations and now start-ups. Her story is both inspiring and a testament to the power of following one's passion and continuous learning.Amy Jacobs is no stranger to change. Growing up in the suburbs of Cleveland, Ohio, she journeyed south post-college to Charlotte, where she embarked on a notable career in corporate banking with giants like Bank of America and Ally Bank. However, driven by a yearning to explore new avenues, Amy shifted her focus to the nonprofit sector, taking on pivotal roles within organizations such as the Women's Impact Fund and Share Charlotte. Her dedication eventually led her to the role of Executive Director at Share Charlotte, where she played an instrumental part in linking nonprofits with the wider community through innovative tech solutions. Now, as a relatively new angel investor, she offers her unique insights and experience.Host Marcia Dawood explores Amy's professional evolution, from her tech and nonprofit ventures to her recent foray into angel investing. Amy shares her strategies for navigating the startup landscape, the importance of networking, and the crucial role of understanding both philanthropic and investment communities. This episode is a must-listen for aspiring entrepreneurs and potential angel investors alike, offering valuable lessons on risk-taking, community impact, and the boundless opportunities in the startup world. To get the latest from Amy Jacobs, you can follow her below!LinkedIn - https://www.linkedin.com/in/amy-jacobs-aa01a920/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Accounting and tax considerations for small business with Jessica Zoraida, the Founder and CEO of Big Picture Results. Show Notes Page: https://www.thehowofbusiness.com/535-jessica-zoraida-accounting-tax/ Jessica shares her inspirational journey and tax and accounting tips and guidance for small business owners. Jessica Zoraida is an entrepreneur, speaker investor in women and person-of-color owned companies, and the CEO of Big Picture Results Inc., an Accounting and Tax company that helps small to mid-sized businesses bring more to the bottom line. Over the past 25 years, Jessica has learned hands-on best practices across Corporate Banking, Government and Small Business. Question topics addressed in this episode include: What are your recommendations for small business owners as to when and how to leverage the knowledge and expertise of a Bookkeeper and CPA? When should I hire a bookkeeper or CPA for my small business? What should I expect from a good CPA firm? How do I find a CPA for my small business? When should a small business owner consider engaging a Fractional CFO? What are one or two common mistakes small business owners make that keep them from being able to potentially realize tax savings? What's a common mistake small business owners make that could potentially result in getting in trouble with the IRS? If my small business financials are a mess, where should I start? This episode is hosted by Henry Lopez. The How of Business podcast focuses on helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com

Tearsheet's roots were in investment and wealth tech. As that world became more focused on plain vanilla robo-advisors about a decade ago, I expanded our focus to include banking, payments, and lending. That's because with ETFs and low-cost providers, it felt like most of the focus of innovation was coming from removing costs. Things have changed since then. On today's episode, we explore the changing world of wealth management with two industry leaders: Nader Souri, Head of Corporate Banking at BNY, and Caesar Sengupta, CEO of Arta Finance. You don't have to listen closely to really feel their connection and the relationship they've personally forged through working together. I first spoke with Ceasar a few years ago when he was VP and General Manager of Payments and Next Billion Users at Google. Our conversation reveals how these two organizations are leading how wealth management solutions are evolving for professionals. It also sheds light on the role of fintech partnerships in this transformation. Caesar Sengupta opens the discussion by explaining Arta Finance's mission. “We are a digital family office or a digital private bank for professionals, not the ultra-rich,” he says. The goal is to democratize wealth management and make sophisticated financial tools accessible to those who have worked hard in their careers. Nader Souri adds, “At BNY, we provide the platform upon which folks like Arta Finance can build their businesses.” He highlights the role of clearing and custody infrastructure. This helps in supporting innovative fintech solutions.

Dealmaking for the Next Decade: Going Public, Taking Private, and Everything In Between with moderator: Steven Bertoni, Assistant Managing Editor, Founders, Forbes and panelists: Nelson Griggs, President, Nasdaq, Michal Katz, Head of Investment & Corporate Banking, Mizuho Americas and Rohan Oza, Cofounder & Managing Partner, CAVU Consumer Partners.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this inspiring episode of Journey To Legacy, we sit down with David K Richards, a visionary entrepreneur who has founded multiple impactful ventures including Growth Public Schools, DKR Consulting, and Pathfinder. David shares his remarkable journey of leaving a cushy corporate banking job to become a public school teacher, and later, launching a charter school from scratch. Now on the Advisory Board of Growth Public Schools, he continues to innovate with his consulting business and Pathfinder, a company aimed at helping others open small schools globally. Key Takeaways: Unconventional Path: David's courageous leap from corporate banking to education and entrepreneurship. Trusting Yourself: The importance of trusting your intuition and authentic path, even when it defies logic. Overcoming Fear: How cultivating his inner entrepreneur helped David overcome fear and fully embrace his authentic self. Legacy and Fulfillment: The power of following your deepest calling day by day to create a meaningful legacy. Looking for more actionable help in your journey? Join the Journey To Legacy community to connect with like-minded individuals and continue your own legacy journey - https://www.skool.com/journey-to-legacy/about Relevant Links: Growth Public Schools DKR Consulting LinkedIn Instagram Tune in now to hear David's journey and gain insights on trusting your path and building a legacy through authentic living!

Unlock the secrets to financial freedom and holistic well-being in this transformative episode of the V.I.B.E. Living Podcast!  Financial expert Patti Handy joins me. Together, we'll dive into how your mindset is key to your financial health.We explore the powerful laws of manifestation and intention. Patti and I will uncover how these principles can propel or derail your financial journey. Patti shares her personal story of navigating financial turmoil during her divorce, offering invaluable insights into many women's fears and embarrassments. You'll gain practical steps to ease anxieties and foster financial confidence, starting right where you are and addressing broader life challenges.We'll also delve into the profound impacts of generational trauma on financial and emotional well-being, with a particular focus on African-American communities. This episode highlights the importance of forgiveness, gratitude, and positive mindset shifts as tools for personal growth and financial success.Get practical advice on managing and rebuilding personal credit post-divorce, including essential steps like closing joint accounts and establishing individual credit. With a strong focus on making informed financial decisions with trusted advisors, this episode is a must-listen for anyone looking to reduce stress, anxiety, and depression through financial education, ultimately achieving better health and empowerment. Don't miss it!Patty's Bio After spending nearly four decades in various roles within the Financial Services and Corporate Banking industries, most recently as a Financial Advisor, I decided to pursue my passion of Financial Coaching for Women. Understanding that money can be an overwhelming topic for many, I am passionate about creating financial confidence and peace of mind.I am also a Mortgage Advisor (California market), Certified Executive Coach, and Certified Life Coach, hold a Real Estate Brokers license, and published author of four books.Social Media and Website https://www.pattihandy.com/https://www.linkedin.com/in/pattihandy/https://www.instagram.com/patti.handy/https://www.facebook.com/pattihandyWe hope you have enjoyed this episode. Please like, comment, subscribe and share the podcast.To find out more about Lynnis and what is going on in the V.I.B.E. Living World please go to https://linktr.ee/LynnisJoin the V.I.B.E. Wellness Woman Network, where active participation fuels the collective journey toward health and vitality. Subscribe, engage, and embark on this adventure toward proactive well-being together. Interested in joining the new V.I.B.E. Wellness Woman Network go to https://www.vibewellnesswomannetwork.com and sign-up to be notified when the network launches.

Seeking challenges is the lifeblood of technical professions, driving continuous growth, innovation, and job satisfaction. In fields like engineering, computer science, and software development, analytical skills are paramount in identifying problems and devising effective solutions. Professionals thrive on tackling complex issues, using data and critical thinking to navigate a landscape of ever-evolving obstacles. Praveen Kesani, Head of Transformation and Digitization and Technology Executive (CTO) for Commercial and Corporate Banking at Wells Fargo, exemplifies this mindset. His relentless pursuit of challenges not only fuels his professional gratification but also propels his team and organization toward groundbreaking advancements in technology and banking.Here's more about Praveen KesaniVisionary Technology Executive with 20 plus years of diverse experience in managing financial services portfolio across digital channels, payments, treasury, lending, commercial and corporate investment banking, retail, fraud mitigation, due diligence and onboarding operations domains. Praveen is a leader with deep experience in conceptualization and delivery of engaging and efficient customer experiences and platforms. Effective in combing problem solving, agile delivery and innovation/transformation strategies.Praveen has experience in building high performance delivery and engineering teams and managing global organizations of 200+ staff and 50M+ budgets.Delivers Consistent Results in Optimizing the Business Value of IT:- Run technology as a business, identifying opportunities to drive growth and innovation, whileunderstanding that investment decisions have a direct business impact.- Apply a balanced approach between focusing on the disruptive potential of digital, APIs AI, Cloud,Mobility and Automation to drive transformative change while taking into account legacy systems/processes.- Closely collaborate with all organizational functions to ensure a common language for essentialconversations with key stakeholders, and provide visibility into the details of strategy, risks and execution.

Trong tập này của Vietnam Innovators, chúng ta sẽ khám phá hành trình phát triển xanh kỳ tích của VinFast và đối tác tài chính xanh BIDV. Năm 2023 đánh dấu cột mốc quan trọng với VinFast khi lên sàn NASDAQ và trở thành doanh nghiệp xe điện toàn cầu. Năm 2024, VinFast đặt mục tiêu phổ cập xe điện rộng rãi ở Việt Nam, biến đất nước thành mô hình phát triển giao thông xanh kiểu mẫu. Để đạt được mục tiêu này, VinFast cần sự đồng hành của đối tác tin cậy như BIDV.Một câu chuyện xanh sẽ được kể bởi chị Dương Thị Thu Trang (CEO of VinFast Việt Nam) và chị Nguyễn Thị Kim Phượng (Executive Vice President, Deputy Head, Corporate Banking of BIDV). Cùng host Kim Dung đi sâu tìm hiểu nhé.Xem phiên bản video trên YouTubeVà đọc những thông tin thú vị trên vietcetera.com.Nếu có bất cứ góp ý, phản hồi hay mong muốn hợp tác, bạn có thể gửi email về địa chỉ team@vietcetera.comĐọc bài viết về những nhà tiên phong trên kho nội dung trên Vietnam Innovators tại: https://vietcetera.com/vn/bo-suu-tap/vietnam-innovator—Cảm ơn BIDV và VinFast đồng hành cùng podcast.VinFast - Mãnh liệt tinh thần Việt Nam, chung tay xây dựng thương hiệu Việt đẳng cấp thế giới#VinFast #ManhliettinhthanVietNam

QED's Partner and Head of International Early Stage Investments Bill Cilluffo sits down with QED's Partner and Head of Latin America Mike Packer to discuss how Mike's eagerness to digitize corporate banking led him to fintech investing in Latin America.

Carlos Balbin is a Venture Partner, who specializes in sourcing early-stage deals in AI, Web3, and Fintech. Throughout his career, Carlos has embraced a disciplined, facts based, collaborative, innovative and results oriented approach gained along his more than 20 years of experience as a Banker and Consultant. Academically, Carlos always ranked #1 in high school, well versed in math and quant skills, holds a BA degree in Business Administration with specialization in Strategy and Finance from Pontifical Catholic University of Peru (Top Tier) as well as an MBA from Tepper Business School at Carnegie Mellon University (Top Tier) with specializations in Strategy, Operations, Marketing, Organizational Behavior, and Data Analytics. A visionary that pioneers in new market opportunities as demonstrated by his early research papers on Neural Networks (2000) and Blockchain (2015) Carlos is always looking to build his skillset and has just graduated from a Venture Capital Program at GoingVC – Cohort 13. Professionally, Carlos started his banking career in Scotiabank performing in several roles in Corporate Banking, Commercial Banking, Commodity Research, and Investment Banking. Migrated to USA in 2005 where he continued his career progression in the Hedge Fund Industry before his MBA. Post graduation, he became a Strategy Consultant for Banking, Capital Markets and Financial Institutions working for Cognizant and later for American Express as a Risk Manager for Commercial Portfolios. In addition to sourcing VC deals, Carlos is running his independent Fractional CFO Consulting Practice at Pathfinders Advisors LLC enjoying a lot to help entrepreneurs to meet their goals. Carlos has an impressive and successful track record of portfolio management in the order of billions across several industries Personally, Carlos is as multifaceted as the industries he has covered. For instance, Carlos enjoys cooking, singing, guitar playing, hiking, kayaking, traveling, wine tasting, paragliding, dancing, mountain climbing, and teaching. He also speaks Spanish, English, and French. Currently learning Russian and German --- Support this podcast: https://podcasters.spotify.com/pod/show/crypto-hipster-podcast/support

In this episode of How to Grow Using AI, ML, and Intelligent Automation, host Nicholas Cole is joined by Praveen Kesani, Head of Transformation and Digitization and Technology Executive (CTO), Commercial and Corporate Banking at Wells Fargo, to discuss digital transformation and automation in the banking and financial services industry.

Guests: Ayesha Tariq, Leonid Mironov, Robert MullinAyesha Tariq Is the Co-Founder of MacroVisor, where she leverages her extensive experience and expertise in the financial markets to provide insightful and actionable macroeconomic research and cross-asset investment strategies to clients. She is a CFA Charterholder with over 19 years of experience in analyzing companies and investments, providing corporate finance advisory, and structuring deals across various sectors and regions.She started in Corporate Banking, then moved to a private family business as the Head of Treasury and Investments, managing a portfolio a substantial portfolio in real estate, hospitality, and private and public equities.Leonid Mironov Leonid is currently the head of materials at PACAT Capital Management (HK). He has over 17 years of experience in the global commodity and commodity equities space currently focusing on China and SE Asia. PACAT is a Hong Kong based long only and hedge fund manager investing in China and Asia with an exceptional track record going back to 2000.Robert Mullin Robert Mullin is the Founder and General Partner of Marathon Resource Advisors LLC, and has been investing in the energy and natural resource-sector since 1994. Over the last three decades he has been a portfolio manager at the Franklin/Templeton Group, The Cypress Funds and Tocqueville Asset Management as well as running his own firms focused on the sector. His thoughts on energy and natural resources have appeared in Bloomberg, Barrons, The Wall Street Journal and numerous other publications, and he has recently appeared in interviews with MOI Global, Prometheus Alts and Crux Investor as well as published several videos on the topics of the Energy Transition and the role of commodities in Geopolitics.Our Links:@MicdropMarkets @chigrl

Today's guest is a strong finance professional and a community volunteer! Please welcome Javier Bellini, Vice President and Commercial Loan Officer in Corporate Banking at Cambridge Savings Bank. Javier sits down with host Mark Stiles to discuss the role of authentic relationships in successful banking experiences. The conversation also involves explanations on how Cambridge Savings Bank assists with PPP applications and in scenarios like Silicon Valley's fall to reduce their client's uncertainties. It's an enlightening episode you don't want to miss!Takeaways:Javier Bellini emphasizes that a successful banking experience relies heavily on genuine and meaningful relationships. Being able to trust and readily communicate with a contact at your bank is vital, especially during challenging times such as during the PPP application process, as outlined in the script. Businesses need to perform due diligence on their banks, not just rely on geographic convenience or higher interest rates. Understanding the bank's goals, strength, and whether it's a mutual or stock bank can inform a better decision. A multifaceted approach to solve the housing affordability crisis is essential. Javier suggests that respect for everyone's ideas, collaboration, and focus on relationships are essential factors in the process.The potential impacts of AI are mentioned, although Javier believes it's still early days for AI deployment into banking. Promising areas include leveraging AI for portfolio analytics and taking advantage of the vast amounts of data banks possess to create fitting products for clients.Cambridge Savings Bank's approach during crises like that of Silicon Valley demonstrates the importance of flexibility and active communication in bank-client relationships. Links: LinkedIn: https://www.linkedin.com/in/javier-bellini-9819b585/ Company Website: http://www.cambridgesavings.com Email: jbellini@cambridgesavings.comQuote of the Show“We can all be successful together. It's just a matter of how you approach your business.” -Javier Bellini Ways to Tune In:Apple Podcast - https://podcasts.apple.com/us/podcast/leadership-in-action/id1585042233Spotify - https://open.spotify.com/show/2t4Ksk4TwmZ6MSfAHXGkJIStitcher - https://www.stitcher.com/show/leadership-in-actionGoogle Play - https://podcasts.google.com/feed/aHR0cHM6Ly93d3cubGVhZGVyc2hpcGluYWN0aW9uLmxpdmUvZmVlZC54bWwAmazon Music - https://music.amazon.com/podcasts/4263fd02-8c9b-495e-bd31-2e5aef21ff6b/leadership-in-actionYouTube - https://youtu.be/RH78Ujg7QcE

This week, Lori and Jason return with the second installment of their discussion with parents in finance. They are joined by guests Amie Patel (Partner at Elevar Equity) and Millie Schild (Managing Director, Corporate Banking at Truist Corporate and Investment Bank). In this episode, the guests delve into their experiences with varied maternity leave policies, express appreciation for backup childcare, and bond over shared feelings of mom-guilt related to their career journeys.For more information on Aura, the digital security app mentioned in this episode, click here.

Today I interview Mirjana Lalic who made a big pivot in her business and is so happy she did!We discuss:How to go from wanting to throw your biz in the trash to loving what you doHow to re-prioritize your life and business for more successHow to know when to pivot in business and when to take a breakQuestions to ask yourself if you are not feeling the love in your bizHow to shift everything and come back stronger than everMirjana is a Mom of 3 from New Jersey working on finding the perfect balance of life and business. She is a Back-End Systems Pro, helping Entrepreneurs grow their businesses, through the utilization of systems and automations. Mirjana started out as a Virtual Assistant in the online space during Covid and has since then evolved her business into an Agency. Recently, she has teamed up with Jessica Burgio and together they have created Media Un-Scripted, a full-service Podcast Management Agency, helping podcasters connect their voice to their brand. Prior to building her Businesses online, Mirjana spent over 15 years in Corporate Banking and Finance Careers in NYC. Although they were "great" jobs, she always knew there was something more out there that she was meant for, besides sitting in cubicles 9-5 Mon-Fri. She knew she was put on this earth to create an impact that is larger than what she could imagine for herself.Now, helping Entrepreneurs grow their own passionate businesses to generate income and gain a life of freedom beyond the cubicle is what motivates her to keep going! Instagram: @itsmirjanalalic777Website: www.MirjanaLalic.comPodcast agency: www.mediaunscripted.comConnect with Jennifer, Your Business Therapist, to get more Clarity & Confidence in your Biz!Website: www.jenniferjakobsenlifecoaching.comInstagram: @jjakobsenlifecoachSchedule a Free Clarity Session to see if Jennifer can help you:  https://bit.ly/JJfree30Join my weekly Coffee Chat every Thursday at 12pm PST by signing up for free HERE.

Issuing RFPs is an essential part of supplier selection as moving banks or core infrastructure is a rare event, as it helps companies determine the right provider for their needs. Listen to the changing trends in treasury buying behavior and how treasurers are reacting to market dynamics and increased complexity in transaction banking. Host Christina Rozwadowska, Managing Director, Treasury Product Executive, Bank of America   Co-Hosts Peter Ziegenfuss, Global Head of Bid Management, Bank of America Leigh Williams, Head of Sourcing, Bank of America Dr. Tobias Miarka, Head of Corporate Banking, Coalition Greenwich   MAP 5898406 / 8-22-24

Want the best of both worlds? SAXE Global can connect you with international banks that work with businesses in the cryptocurrency industry! Learn more by visiting https://www.saxe-global.com/banking SAXE Global LTD City: London Address: 13 Hanover Square, Mayfair Website https://www.saxe-global.com/ Phone +44-20-8050-4849 Email info@saxe-global.uk

“Part of it simply is the tone from the top and walking the four corners. Early on there would be people who would walk up to me and say in the 10 years or 15 years, I've worked here, I've never spoken so much with the CEO”, says Todd. “I do love a good chat with folks and talk about their lives and their futures and we continue to work on that.”Todd and Susan talk through their career journeys from M&A Lawyer and Corporate Banking to joining Atlanta-based Builders Insurance Group as President & CEO and Chief of Staff respectively. They discuss the structure of the business, its growth through acquisition and how they are transforming a once siloed, fractured culture in to a strong, united place to build an insurance career. “It did need some significant cultural change very quickly. Folks needed to know they had a good safe place to be and the company was going to change fundamentally. It was a long listening tour of what matters to people.”Susan gives an insight in to three themed employee resource groups – Diversity, Equity & Belonging, Green Team and Builders Gifts Back – and their impact internally and on the wider community. One of the key impacts on the business has been a reduction in staff turnover from 20% to less than 1%. “One of the things we looked at was a global reset of titles and compensation. We worked very hard and spent a lot of time to get that right. We reset the entire company and made that statement to our people that we can't say we're a great place to work unless we live by the things that get us there.”Attracting a younger generation of talent has been another benefit of the culture reset, transforming Builders from a retirement destination company to a recognized employer of choice. Todd and Susan share their advice on retaining talent and empowering the next generation of leaders, including sponsorship of the National African American Insurance Association scholarships.“Make it part of your routine to stop and talk to someone briefly. It's truly is toned from the top. Being genuine, being humble and knowing your people is a crucial skill for any leader. That translates down to the next generation that we can foster into leaders in their own respect.”Connect with Todd Campbell and Susan Graham on LinkedIn or find out more about Builders Insurance Group The Insurance Coffee House Podcast is hosted by Nick Hoadley, CEO, Insurance Search, the Executive Search Consultancy for growing Insurance and Insurtech businesses around the globe.To discuss identifying & attracting the very best talent to your team or being a podcast guest, reach out to Nick via nick.hoadley@insurance-search.com Copyright Insurance Search 2023 – All Rights Reserved.

Transitioning into a new career can be immensely challenging particularly when the majority of your time has been devoted to pursuits that might not align with your true passion. However, deep within, you may sense a persistent longing for a life that resonates with your authentic self. How can we have the courage to make a decision on a significant career shift? Welcome to today's episode! We are delighted to have Michael Ryno as our guest. In this episode, Michael will take us on a captivating journey as he shares his remarkable transition from the world of corporate banking to pursuing his true passion in photography. With an impressive 25-year career in finance under his belt, Michael's story is one of courage, perseverance, and the pursuit of personal fulfillment. Tune in to this episode to gain a deeper understanding of the personal and professional transformation that occurs when one follows their passion. Stay tuned and get ready to be inspired! --- Listen to the podcast here: Career Shift from Corporate Banking to Professional Photography with Michael Ryno Welcome to Action's Antidotes, your antidote to the mindset that keeps you settling for less. It's been a while since I've shared a story about a significant career transition and some of these significant career transitions are a little bit harder to come by because it's so much easier to transition to something with like, quote-unquote, “transferable skills” or even to just move on to, say, a competitor or a slightly different job, get a promotion than to take a whole different path. But sometimes, that whole different path is what you really want out of life. It's your true passion and it affords the life that you really want. And if you don't want a certain lifestyle and you want a career that's going to give you the lifestyle, you're going to have the adventures you want, the travels you want, the types of things you want to be doing, then that's a great thing to come by. My guest today, Michael Ryno of Michael Ryno Photography pursued recently his passion of being a photographer as opposed to his prior career. --- Michael, welcome to the program.   Yeah. Hey, thank you so much, Stephen, for having me. I really appreciate the opportunity.   No problem. I'm glad to have you because I've done a lot of stories about people leaving whatever job they had to pursue what they really wanted. It's been a little while since I've shared one of those that, I'm kind of covering some other topics. So, yeah, Michael, tell me your story about where you were for, I don't want to say most of your life but for a significant amount of time?   Sure, sure. I think most of my life, that's probably a pretty accurate statement. So, out of college, I went right into banking. I majored in finance so I was in the banking and finance world from 1983 all the way until August of 2021. While an enjoyable career, it sort of got to the point where I was, to be honest, maybe a little bit burned out and so forth with that corporate grind and what had occurred there was over the course of the last, I guess, five, six years while I was doing that corporate banking, I had picked up a camera, I think I learned how to use it properly and really became passionate about photography. So, like I mentioned, in August of 2021, it felt like the right time to let go of that corporate environment, that corporate job, banking, move on and pursue this new career In photography.   So would it be accurate to say that at least for well over a decade, potentially, that that job in finance did serve you well?   Throughout that time, I had, like I said, great relationships, great people that I worked with. Having said that, there were a few different banks that I had been involved with the last, say, 14 years of that career was in the large corporate food and agribusiness lending, large food processing companies and I still look back and enjoy having had that experience...

✅ FREE training - how to build an e-commerce brand from scratch - https://www.learnrealcommerce.com/the-free-training-event-roomFrom Corporate Banking to Bedding Brand & Dragons Den - James Higgins | The Midnight Pod Episode 72❤️ Thanks for watching - please SUBSCRIBE to the channel here ❤️https://www.youtube.com/c/MidnightPodcastChannel?sub_confirmation=1✅ All my links in one place! ✅https://linktr.ee/matthucius

Ciara sits down with special guest Leigh Fernandez to talk about all things personal growth! Specifically, Leigh discusses her experience battling with stress, inflammatory disease, and cancer, finding the right coach, and guiding herself back to health. Leigh has a love for life, grabbing each day with gratitude and gusto! Having worked in Corporate Banking for 20+ years she truly understands the need for a strong and focused mindset. Leigh is a driven, conscientious professional who is passionate about physical and mental health. It is this passion and mindset which is key to her transformation success.Having battled with Ulcerative Colitis for 12 years, tested and diagnosed with a Type A slow metabolism, she could not shift that extra layer of abdominal fat! Leigh joined Michelle MacDonald and her YHH programme in 2020 and in 11 months, following a macro-based diet, working out in the gym and creating life changing new habits results were achieved.Leigh believes our brains are incredible machines – we need to work on our mindset daily to fully allow our physical activity to take effect. Yoga found Leigh in 2012 after she tragically lost her best friend. Since then, she's been running Yoga retreats around the world, sharing her Yoga and Mindfulness practice in support of mental health, mind and body rejuvenation.She loves to see her clients embrace life. Embracing their journey, enjoying every day and every step in the process. Leigh's goal is to provide a professional and warm environment where her clients can grow and achieve their individual aspirations for life!Leigh is a Holistic Coach, Yoga & Mindset Teacher, Personal Trainer. Embracing and fully enjoying this ride called Life. She truly believes our heart is key in how we think, feel and react to everyday life.In January 2023, Leigh started working with Ciara with a view to get her body functioning at its ultimate best again following the devastating effects that the chemotherapy treatment leaves you with! Ciara has an amazing depth of knowledge and has been an incredible support, council and educator to me on this route to ultimate health and getting her strong wee body back.In Ciara's words:“It is 100% our responsibility, our nutrition is our opportunity to be the best we can be”In this episode, you will learn more about:Leigh's battle with stress and inflammatory diseaseManaging symptoms vs. managing stressIs it possible to gain muscle and lose fat?When Leigh knew she needed to look for supportSleep is the foundation of your healthWhat you can do to get your body into a restorative spaceYour body is like a babyLeigh's biggest lesson from working with CiaraFocus on what you can do nowConnect with Leigh:www.ladyleighfitness.comladyleighfernandez@gmail.com@ladyleighfitness Say Hi To Ciara At:Ciarafoy.com @ciarafoyinc 

Adam Last and Marcus Pask (Barclays) join TMI's Eleanor Hill to identify how the as-a-service (AAS) model can add value to treasury functions in 2023. Amongst a wealth of insights, our guests examine how AAS products can facilitate further technological development including AI, advise on areas of caution when setting up a third-party integration, and consider how the flexibility of cloud-based services is helping businesses to easily evolve as their needs change.

Oliver Wilson is the Head of Corporate Banking at Showbrook Bank, a UK-based lender specializing in funding Employee Ownership Trust (EOT) exits. He has extensive experience in structuring debt financing for businesses of all sizes. In this episode, you will learn the following: 1. What are the key considerations when assessing an employee ownership transaction for lending? 2. How can businesses prepare to secure funding for an employee ownership transaction? 3. What makes an employee ownership transaction attractive to lenders?

This week's guest has travelled a long and winding road to his current treasury role, fulfilling a variety of positions and picking up invaluable experience along the way.On episode 257, we revisit a 2019 release of The Treasury Career Corner with Roger Aguilar, now Treasurer at EZCORP.Roger explains how he began his career in banking and embarked on a cross-country journey across many industries in a variety of treasury positions.Plus, he takes us back to when he de-risked the currency exposure in various jobs, compares his roles across Mexico, the States and the UK and provides top tips and priorities for treasurers in 2023.Roger began his career as Director of Corporate Banking and Project Finance with BBVA in 1995 where he remained for 11 years.He then began a multi-regional role with Merck as LATAM and EMEA Senior Manager of Treasury, automating and centralising the order-to-cash process in the SSC in Dublin.Roger then worked as Treasury Director for Jabil before becoming Senior Director – Assistant Treasurer at CEVA Logistics in 2014.Following a year-long stint as Senior Manager – Treasury Advisory Services at Deloitte, Roger became an Assistant Treasurer at Oceaneering, Treasurer at Wellborne Integrity Solutions and Head of Treasury Transformation in the US for Redbridge Debt & Treasury Advisory.Roger is currently Treasurer at EZCORP.He acquired a BE in Industrial Engineering with Honours from Tecnológico de Monterrey and later, a Finance MBA at Universitat de Barcelona.On the podcast we discussed…His routes in bankingDe-risking the currency exposure in multiple rolesHis time in Mexico, the U.S. and the U.K.The difference in treasury roles in different industriesRoger's views on the future of treasuryHis moves since his 2019 appearance on the podcastAdvice for treasurers in 2023You can connect with Roger Aguilar on LinkedIn.Are you interested in pursuing a career within Treasury?Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move!If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts click here!If you're interested in learning more about the fundamental pillars of treasury, download my free Corporate Treasury eBook by clicking here!

In this episode of Money Tales, our guest is Jonathan Goffe. As Jonathan tells us, the hardest lessons to learn are often the ones that stick. When he was a young adult, Jonathan hit a financial snag because he wasn't budgeting. He called an aunt for some assistance. Jonathan explains that she's the one the family runs to when they need help because she's responsible with money. That said, she isn't the kind of aunt to provide money without asking questions and offering lessons to avoid financial mistakes in the future. Fortunately for Jonathan, his aunt has been a money mentor to him over the years and has inspired him to leverage what he's learned to help others make smart financial decisions for themselves.Jonathan is the Sr Consultant and the Senior Managing Director of Vermont Consumer Credit Consulting LLC which he founded VCCC in 2021 after spending years in financial institutions doing individual credit counseling and debt negotiating. Jonathan has saved Vermonter's millions of dollars in debt negotiations over his career. Starting his career in social work and back office administrative roles, Jonathan's early career included roles in Specialized Social Work, Corrections, Business and Corporate Banking in Vermont and across New England. Since then, he has had senior leadership roles in Vermont, and most recently became an Associate in the Vermont Bankers Association and the Education Coordinator for the Shelburn BNI chapter.Learn more about Money Tale$ > Subscribe to the podcast Recent episodes See all episodes > Form CRS Form ADV Terms of Use Privacy Rights and Policies

In this episode of Money Tales, our guest is Jonathan Goffe. As Jonathan tells us, the hardest lessons to learn are often the ones that stick. When he was a young adult, Jonathan hit a financial snag because he wasn't budgeting. He called an aunt for some assistance. Jonathan explains that she's the one the family runs to when they need help because she's responsible with money. That said, she isn't the kind of aunt to provide money without asking questions and offering lessons to avoid financial mistakes in the future. Fortunately for Jonathan, his aunt has been a money mentor to him over the years and has inspired him to leverage what he's learned to help others make smart financial decisions for themselves. Jonathan is the Sr Consultant and the Senior Managing Director of Vermont Consumer Credit Consulting LLC which he founded VCCC in 2021 after spending years in financial institutions doing individual credit counseling and debt negotiating. Jonathan has saved Vermonter's millions of dollars in debt negotiations over his career. Starting his career in social work and back office administrative roles, Jonathan's early career included roles in Specialized Social Work, Corrections, Business and Corporate Banking in Vermont and across New England. Since then, he has had senior leadership roles in Vermont, and most recently became an Associate in the Vermont Bankers Association and the Education Coordinator for the Shelburn BNI chapter. See all episodes >

This episode brings to you the agile, diligent and the purpose weaver, Mr. Sanjeev Mantri with us. He is a sports fanatic who loves to be on the move. Sanjeev shares his lessons learnt from being on field to leading corporate halls. Listen to Sanjeev bringing a new lens to losing, leading and leaving a legacy. About Sanjeev-A seasoned banker with experience that betrays his age, Sanjeev is already excelling in his new role as Executive Director for the company's retail business division.With more than 20 years experience in the BFSI sector, Sanjeev joined the group in 2003 and has since left his indelible imprint across the Corporate Banking and the SME space. He holds credit for introducing various innovative products in the SME segment and the group's expansion in the rural markets.Prior to joining ICICI he has spent over 7 years with BNP Paribas, Mumbai handling diverse responsibilities in the Corporate Banking space.A qualified Chartered Accountant and Cost Accountant, number crunching comes naturally to him. On the personal front, Sanjeev is known to be an avid sports person with a special interest in running marathons.

Each treasury professional has their own story to tell of their introduction to the industry. As does our latest guest on The Treasury Career Corner, who has had a unique and fascinating career path. On this episode, we are joined by Christian Zeidler, VP Head of Department, Global Treasury Front Office at Robert Bosch. Christian discusses his route into treasury through other finance sectors, why he chose to work in Asia and whether his career path lets him see treasury in a different light. Plus, Christian provides expert advice for treasury professionals at all stages of their careers. Christian graduated from the Düsseldorf University of Applied Sciences in 1994 with a degree in Business Administration, Controlling, Trade and Marketing. From 1988, he worked in a number of roles for Deutsche Bank within Corporate Banking, based in his native Germany as well as in Kuala Lumpur, Malaysia, and Singapore. From 1999 to 2000, Christian became a Senior Consultant at Ernst & Young Consulting before taking on roles with Siemens AG from 2000 to 2007. After a short spell with Nokia Siemens Networks as VP – Finance and Business Administration, Christian joined Robert Bosch in 2008. He took on his first treasury role as Head, Regional Treasury Asia-Pacific, returning to Singapore and later Shanghai. He has filled a number of other roles across his time there, currently working as VP Head of Department, Global Treasury Front Office, and based in Stuttgart. On the podcast we discussed… Entering treasury from other fields in finance Whether Christian views treasury differently The future of Robert Bosch How COVID impacted Christian and Bosch Differences between treasury in Asia and Europe His desire to pursue his career overseas You can connect with Christian Zeidler on LinkedIn. Are you interested in pursuing a career within Treasury? Whether you've recently graduated, or you want to search for new job opportunities to help develop your treasury career, The Treasury Recruitment Company can help you in your search for the perfect job. Find out more here. Or, send us your CV and let us help you in your next career move! If you're enjoying the show please rate and review us on whatever podcast app you listen to us on, for Apple Podcasts click here! If you're interested in learning more about the fundamental pillars of treasury, download my free Corporate Treasury eBook by clicking here!

Aaron Engen, Vice Chair of Investment & Corporate Banking and Co-Head of the Energy Transition group at BMO Capital Markets, sat down with Howard Learner, Executive Director of Environmental Law & Policy Center, at the inaugural Transition Think Summit in Phoenix, Arizona, earlier this month, where leaders from the private and public spheres came together to discuss climate change solutions. Aaron and Howard discussed the role of public policy in the Energy Transition and where it must intersect with technology and innovation to help pave the road to net zero by 2050.

“The best thing you can do is go work on you and I think everyone has a duty to do that.” - Jason Tartick Jason Tartick (@jason_tartick) is a Wall Street Journal Best Selling Author of the amazing book (Restart Roadmap: Rewire and Reset Your Career), he's the host of Apple's Top Charting Business Podcast “Trading Secrets”, an entrepreneur of 5 operating companies, investor, and speaker. After 10 years of working in Corporate Banking he did take that detour into reality television to be a contestant on Season 14 of ABC's, The Bachelorette - which by the looks of it - I can say ultimately changed his life for the better…Sometimes those shows can do a little dirty for one's career after coming off of it, but not Jason - as he's continuing to grow and learn in all areas of his personal and professional life, one big smile at a time! Be sure to follow Jason on Instagram HERE and check out everything he is up to on his website HERE Jason is a whole author and has an amazing book out, The Restart Roadmap, which you can purchase HERE Oh, DUH! Jason is the host of the top charted Apple Podcast, Trading Secrets! You can check that out and listen right HERE — For more on The House of Routine, head to www.thehouseofroutine.com and use promo code ROUTINEPODCAST20 for 20% both of our best-selling journals, Daily Routine and Questions For Myself journals today! Share your love and thoughts on the show via Instagram by tagging @thehouseofroutine and our host @heyjustincrawford Host and Executive Producer: Justin Crawford Produced by JUST Media

The commodities sector has never been under more financing pressure. Yet, many traditional financiers have scaled back their capabilities or exited the space altogether. To fill this void, alternative financing has emerged from a range of sources including hedge funds, trade-finance funds, and other asset managers – bringing with it a new set of costs and challenges. In this panel recording, we take on the rise of alternative financing in the commodities sectors and its consequences with some of the leading protagonists.  The panel was recorded at the Reuters Events Commodity Trading USA event. The panelists were Lewis Hart, head of Commodities and Corporate Banking at BBH, Prashant Mupparapu, head of investments in energy and infrastructure at Citadel and Ethan Shoemaker, Investment Partner and head of infra credit at Orion Infrastructure Capital.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Our client Edgar recently received an offer from an upper middle market investment bank despite missing the accelerated recruiting timeline during sophomore year, only having a 3.4 GPA, and eventually having to work in corporate banking for his summer internship first. Hear Edgar talk about his journey and how he was able to pull this off against the odds. Make sure you check this interview out to hear Edgar's advice! Book a Virtual Coffee Chat with an Upperclassmen Who Secured an Offer: wallstmastermind.com/apply?utm_source=podcastep209

This week, Heather is joined by former Bachelor contestant and respected business leader Jason Tartick to unpack his new book The Restart Roadmap. Jason is a Wall Street Journal Best Selling Author, the host of Apple's Top Charting Business Podcast “Trading Secrets”, entrepreneur of 5 operating companies, investor, and speaker. After 10 years of working in Corporate Banking he took a detour into reality television to be a contestant on Season 14 of ABC's, The Bachelorette. Since then he has made several appearances on The ABC Network: Good Morning America, The Bachelor Season 23, Celebrity Family Feud, Listen to Your Heart, Live with Kelly & Ryan, The Bachelorette: Greatest Seasons Ever, Dancing with The Stars, and The Bachelorette Season 17. His business endeavors - coupled with his reality tv time has lead to a 1,200,000+ social media following. In addition he has landed co-hosting opportunities on Live from E!, Yahoo Finance, & E! Daily Pop. He has been featured on The Today Show, The Ellen Tube, Fox News, CNN, People TV, Entertainment Tonight, Live from New York, & Ryan Seacrest Show. He and his fiancé Kaitlyn Bristowe, both starred in Brett Kissel's Music Video “Drink about Me” which received a Juno nomination. He's even been part of a WWE Match and was Formally Announced as the CO-Champion of the 24/7 WWE Belt. Jason worked for nearly ten years in banking, earned his MBA in Accounting & Finance, and executed over $150,000,000 in lending transactions. Jason has now become an investor in Evoke Foods & The Fintron Invest App. He owns 50% of a social media talent agency. He is a 4x best selling list author, “The Restart Roadmap, Rewire & Reset Your Career”. He founded Red Ridge Capital, a business lending and investment company. He has founded Restart Consulting, an educational company centered around career & money management. He has launched the “All Access Business Networking Group” which has signed over 1000 members. He started a Business focused Instagram Chanel Restart_Reset with 100K+ following, a YouTube with 10K+ subscribers. Weekly he offers a Monday market newsletter to his 20K+ subscribers. Jason is also a renown professional business speaker. He has been featured in USA Today and has spoken at The New York Yankees front office, Capital One Headquarters, NYU Stern School of Business, University of Kansas, Oakland University, Sacred Heart University, Quinnipiac University, DePaul University, Northeastern University, Loyola Marymount University, Nichols College, SUNY Geneseo, and Iowa State University. Be sure to follow the pod on IG!

Welcome back to MOOD! This week we are joined by Jason Tartick who is an entrepreneur, investor, speaker and the host of Apple's Top Charting Business Podcast “Trading Secrets”. After 10 years of working in Corporate Banking he took a detour into reality television to be a contestant on Season 14 of ABC's, The Bachelorette. We're going to talk about taking control of your happiness and fulfillment with a monumental restart in your career because it's never too late to redefine yourself and your priorities. As always we discuss my best mood, worst mood, and mood boosters of the week!  For more: https://www.instagram.com/moodwithlaurenelizabeth/ https://instagram.com/laurenelizabeth https://laurenelizabeth.co/ NEW MERCH: shoplaurenelizabeth.com Geneva Group: https://bit.ly/3IvOuH3 

In this episode, my guest Jason Tartick shares clear action steps to help you define and achieve your vision of financial, professional, and emotional success. We are also discussing NFTs, investments, and what's the best way to invest, and his experience on Bachelorette. Guest Jason Tartick @jason_tartickis an entrepreneur, investor, speaker and the host of Apple's Top Charting Business Podcast “Trading Secrets”. After 10 years of working in Corporate Banking he took a detour into reality television to be a contestant on Season 14 of ABC's, The Bachelorette. Since then he has made several appearances on The ABC Network: Good Morning America, The Bachelor Season 23, Celebrity Family Feud, Listen to Your Heart, Live with Kelly & Ryan, The Bachelorette: Greatest Seasons Ever, Dancing with The Stars, and The Bachelorette Season 17. His business endeavors - coupled with his reality tv time has lead to a 1,200,000+ social media following. In addition he has landed co-hosting opportunities on Live from E!, Yahoo Finance & E! Daily Pop. He has been featured on The Today Show, The Ellen Tube, Fox News, CNN, People TV, Entertainment Tonight, E! News & The Ryan Seacrest Show. He and his fiancé Kaitlyn Bristowe, both starred in Brett Kissel's Music Video “Drink about Me” which received a Juno nomination. He's even been part of a WWE Match and was Formally Announced as the CO-Champion of the 24/7 WWE Belt. Prior to stepping into reality tv, Jason worked as a corporate banker for nearly ten years, earned his MBA in Accounting & Finance, and executed over $150,000,000 in lending transactions to mid market sized companies across the country. When the worlds of his Corporate Banking & Reality TV collided, Jason hung up the suit days to pursue his naturally charged entrepreneurial spirit. Since doing so he has become an investor in Evoke Foods & The Fintron Invest App. He has founded Red Ridge Capital a lending and investment company. He has founded Restart Consulting, an educational consulting company centered around career & money management. He has launched the “All Access Business Networking Group” which signed over 1000 members. He started a Business focused Instagram Chanel Restart_Reset with now 100K+ following, a YouTube with 10K+ subscribers. Weekly he offers a Monday market newsletter to his 20K+ subscribers. In addition, Jason has just signed a two series book deal with HarperCollins Publishing. In April 2022, Jason will be launching his first book of his series centered around the roadmap to restarting your career. Jason is also a renown professional business speaker. He has been featured in USA Today and has spoken at The New York Yankees front office, Capital One Headquaters, NYU Stern School of Business, University of Kansas, Oakland University, Sacred Heart University, Quinnipiac University, DePaul University, Northeastern University, Loyola Marymount University, Nichols College, SUNY Geneseo, and Iowa State University. He currently resides in Nashville, TN with his fiancé Kaitlyn Bristowe and their two rescued Golden Retrievers, Ramen Noodle and Pinot. Host Olyasha Novozhylova - NotBasicBlonde @notbasicblonde_ NotBasicBlonde Podcast - @nbbpodcast Olyasha Novozhylova is the CEO and Founder of NotBasicBlonde brand, dedicated to inspiring young women to create an extraordinary style and embrace their individuality.     Model, Blogger, Entrepreneur, Author, AmazonLive Fashion Host, Fashion Editor, and Celebrity Podcast Host of NotBasicBlonde Podcast.     As the Founder and Host of NotBasicBlonde Podcast with over 4M downloads and celebrity guests, where no topic is off limits, Olyasha provides millennials an ultimate guide on entrepreneurship, dating, marketing, self-development, astrology, spirituality, fashion, coaching, beauty,health&wellness.     Graduated from Georgia State University with a BBA in Managerial Sciences, Olyasha successfully built a career in IT/Project Management, before she became a full time entrepreneur.     Author of the children's bookCutie the Unicorn – It's ok to be different, Olyasha teaches our younger generation how to express their individuality.     Olyasha has led an impressive 15-year career in fashion and runway in US and overseas, as well as enjoying several acting roles.     Olyasha has partnered with over 100 nationwide brands such as Cartier, Revolve, PrettyLittleThing, PGA, Steve Madden, Too Faced, Vital Proteins, Tarte, DryBar, Drunk Elephant, etc.