Podcasts

Susan Krause Bell is managing director at Promontory Financial Group. She is a former Senior Deputy Comptroller for Bank Supervisory Policy at the Office of the Comptroller of the Currency.

The bank is grappling with risks from the Hong Kong protests and China’s coronavirus outbreak, among other financial strains.

“One of the pain points we’re trying to solve for employers is getting their employees the right care quickly,” says David Dougherty, Dana-Farber Network medical director.

“Finding a way to rebuild in that environment, while starting a family, was challenging. You just put one foot in front of the other and figure it out as you go,” says adviser Lisa Talcott, one of EBA’s Rising Stars of 2020.

The wealth manager claimed bank management knew a customer had a history of sexual harassment, but allowed him to continue doing business at the branch anyway.

Robert Mancini is head of U.S. payments for Finastra.

This mobile benefit brings eye exams straight to the office.

Jeremy King is principal and co-founder of Crafted ERP. He began his career in investment banking and corporate development where he focused on the technology and manufacturing industries. He went on to hold senior executive roles in the finance, e-commerce, and software industries, including as the CFO of a publicly traded software company. Eventually, he took over the national technology and management consulting practice of a Top 20 CPA firm where he learned the intricacies of the craft beverage industry and identified a desperate need for modern technology solutions. He co-founded Crafted ERP in 2017 as a solution for breweries, wineries, distilleries and more.

David Erdman is a managing director at Baker Tilly Municipal Advisors after retiring from a nearly 30-year career as issuer for the state of Wisconsin.

Wealth management’s challenge will be innovating and adapting to technology to provide Gen Z with the convenience of a single platform that meets all its needs.