Find Experienced Professionals in the Financial Services Industry
Explore our directory of Experienced professionals in the Financial Services Industry. Discover verified video resumes, professional portfolios, and authentic references designed to provide deeper context into expertise, experience, and professional impact.
Ryan Stevens
Founder
I'm the Founder of Digital Reference. I'm an operations, revenue, and customer experience focused executive. A leader that “values values” with a focus on empathy, integrity, and continuous improvement. I'm experienced in taking a lean approach to scaling revenue from $0 to $50M and building organizations from the ground up to 200+ employees. I'm professionally obsessed with online marketplace strategy, B2B ecosystems, talent development, finding operational efficiencies, and developing passionate value-driven teams.
Brian Munroe
Fractional COO | Author | Trainer | Project Recovery Expert
Brian Munroe is a fractional COO and implementation specialist. He is the operator leaders call when a system migration stalls, margins slip, or the owner is stuck firefighting instead of running the business. Most of his work is in healthcare, with clinic groups, specialty practices, home care agencies, and PE-backed platforms. In 30 years he has completed over 150 project rescues across healthcare, finance, technology, manufacturing, and government. He installs KPI governance, rebuilds broken workflows, and deploys AI that cuts manual work. He recently wrote "My AI Makes Me More Human."
Latia Foster
Strategic Operations & Customer Experience Leader
Strategic Operations & Customer Experience leader with 18+ years driving operational excellence, scalable engagement, and organizational performance across global teams. Leads cross-functional initiatives that improve operational efficiency, service quality, and revenue-aligned outcomes through systems design, automation, and performance governance. Designs scalable operating models, workflows, and governance frameworks that strengthen execution, improve customer experience, and drive measurable business impact.
Ije Nwabueze
Fractional Chief Strategy & Transformation Officer
Fractional executive with 18+ years of experience partnering to solve complex business problems and get important work moving. I step in when a major priority has stalled, teams cannot agree on what to do next, a transformation needs stronger leadership, or an urgent problem requires a fast response. I diagnose what is getting in the way, help leaders make the necessary decisions, define who owns what, and build a practical plan to get the work done. Led $100M+ transformation portfolios, built and led multidisciplinary teams, ran an Enterprise PMO and and advise on restructuring and AI.
Valerie Harvey
Realtor
Valerie Harvey is a Realtor with Coldwell Banker Realty specializing in out-of-town , out-of-state, and international buyers and sellers across Fort Lauderdale, Pompano Beach and South Florida. Since becoming licensed in 2017, she has closed over 110 transactions and been recognized by RealTrends Verified as ranking in the top 1.5% of Realtors nationally, and currently has an active listing at $25 million. A Certified International Property Specialist (CIPS) and Global Luxury-certified agent, Valerie built her business almost entirely on referrals and repeat clients.
Sue Ellen Burch
Fractional COS / COO / Integrator for Founder-Led Businesses
Fractional COS / COO / Integrator for Founder-Led Businesses · Turning Operational Chaos into Scalable Systems | CEO, Brydge Advisors | Certified Exit Planning Advisor | HBJ 40 Under 40 & Who’s Who Honoree
Johan Aludden
Fractional CTO & Engineering Leader
Senior technology leader with 20+ years across startups, scale-ups, and large organisations. Clients and employers have included JPMorgan, Intuit, Cisco, and eBay. I specialise in platform engineering, developer experience, and building high-performing engineering teams. Available for fractional CTO and interim Head of Engineering engagements, working best with Series B–D companies that need senior technical leadership without the full-time overhead.
Brian Root
Fractional Chief Product Officer
No biography provided.
Joseph Ola
Legal Consultant
No biography provided.
Louise Read
Fractional CMO & AI Coach
Revenue-driven fractional CMO specialising in B2B SaaS with 16 years building and scaling businesses. Most recently, I have worked with 12+ SaaS businesses at Series A and B stage ($1–20M ARR), typically brought in by CEOs, CROs and CFOs to create clarity and accountability where marketing has lacked direction. I assess existing programmes, identify what's working and what's not, build the plan, and then roll up my sleeves and execute it. I've owned and delivered across all facets of marketing: demand generation, performance, product, brand, events, ABM, partnerships and retention.
Roy Helander
Artificial Intelligence and Cloud Infrastructure Consultant
I am professionally educated and experienced in both business (MBA) and technology (BSEE). More specifically, I held finance and marketing positions at AT&T Wireless, Charles Schwab, and Intel. Hence, I am uniquely qualified to derive innovative enterprise-wide business solutions as a consultant hired by executive team or product leaders. Subsequently, I derive architectural artifacts, serve as subject matter expert, address potential risks and threats, mentor cross functional teams, and foster application life-cycle adherence via a Scaled Agile Framework.
Joshua Whitley
Presidnet and Principal Advisor
Results-driven technology executive with 25+ years leading Digital Transformation, Cybersecurity Program Leadership, and large-scale program management in financial services. Proven track record architecting enterprise modernization strategies and migrating legacy systems to secure cloud environments (AWS, Azure, GCP). Expert in cybersecurity frameworks, risk management, SOC 1/2 compliance, and security audits. Skilled in managing multi-million-dollar budgets, directing global cross-functional teams, and delivering complex programs that drive growth and efficiency. A consultative leader.
Beata Rouleau
Fractional Chief Revenue Officer
Beata Rouleau is a Fractional CRO and growth strategist for multiple high-growth companies, helping B2B founders scale from $1M to $20M through the systems, processes, and strategies that turn chaos into predictable revenue.With over a decade of experience as an operator alongside growth-stage leaders, Beata has held senior roles spanning revenue operations, sales, and executive leadership across B2B SaaS, martech, fintech, edtech, and healthcare technology. She built her reputation on one conviction: relentless prioritization and execution beat polished strategy every time.
Laura Sauter
Founder, Brand Strategy and Design
Laura Sauter is an award-winning brand strategist and Founder of Brandworth. She helps founder-led and leadership-driven companies become more valuable through strategic branding, positioning, and marketing. Her strategy-first approach helps businesses navigate growth, leadership transitions, mergers and acquisitions, and market repositioning by aligning brand with business goals. Laura has advised organizations ranging from startups to Fortune 500 companies.
Carrie Hefner
Fractional CFO | Owner Breakaway Business Advising Franchise
No biography provided.
Sivan Kadosh
Fractional Chief Product Officer for B2B SaaS
Senior SaaS product executive (CPO/VP Product), 18 years turning product into revenue. Now a fractional Chief Product Officer for growth-stage B2B SaaS (Series A-B, scaling toward $10M+ ARR). I align strategy, roadmap and execution so teams stop shipping more and start shipping what moves ARR, activation and retention. Whether founders call it a part-time head of product, an interim product leader, a fractional CPO, or product leadership on retainer, the engagement is the same: a senior product operator embedded in your team, accountable for the outcome.
Nirlep Adhikari
Founder & Fractional CTO
No biography provided.
Shravan Vishwakamra
Solution consultant
No biography provided.
Norvin Eitzen
Marketing Consultant
Industrial marketing executive and fractional CMO with more than 25 years of experience commercializing complex technologies, building marketing organizations and supporting revenue growth across North America and international markets. Leadership experience spans Fortune 500 enterprises, venture-backed SaaS companies and independent consulting, including responsibility for 12-person teams and CAD $2 million annual marketing budgets. Combines a computer science foundation with commercial strategy, technical market positioning and hands-on demand generation.
Enrique Perez
Principal & Founder
No biography provided.
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