Commercial banking

Sam Krishnamurthy is the Chief Technology Officer for Turvi.

Daniel Fagan, MSPFP, MPA, AIF, is managing partner at Radiant Wealth Management, an independent firm in Connecticut specializing in financial planning for academics, physicians and high net worth families.

He previously spent 17 years at TIAA advising faculty at top universities including Yale, UConn, Wesleyan and other leading institutions.

Russell Curzon has over 20 years of commercial experience in the payments industry. As vice president of commercial sales at Nuvei, Curzon and his team are building Nuvei's market share in the UK and Ireland and helping businesses with Nuvei's next-generation payments technology.

Sean Graham is a registered CPA, real estate investor and founder of Maven Cost Segregation. With a background in public accounting, tax strategy, and private equity, he helps real estate investors unlock major tax savings through cost segregation studies. Through Maven Cost Segregation, he brings institutional-grade strategies to everyday investors — making it simple and affordable to accelerate depreciation and reduce taxable income.

The CEO of Sunny Day Fund points to ways benefit managers can help workers use extra income wisely.

Graham Tasman is principal of advisory services at Grant Thornton Advisors LLC.

Vikrant Rai is the managing director of the risk advisory practice at Grant Thornton Advisors LLC.

As chief financial officer at Certinia, Erin Sawyer brings over 20 years of financial and operational experience with 10 years in the software industry. Most recently, she was the CFO of Wowza and deputy CFO at Vertafore. She specializes as an executive strategist focusing on financial and operational discipline through business partnership, value creation and operational excellence. She graduated from North Carolina State University with her MBA and Arizona State University with a degree in accountancy.

Keely Wilkins is the Global Program Manager for Insurance Partnerships, and an Evangelist with the Office of the CTO at Check Point Software Technologies. She has nearly 30 years of experience in technology and cybersecurity. Keely is active in global initiatives like the World Economic Forum's Partnership Against Cybercrime and frequently speaks on AI, cyber insurance, and cyber risk management. She holds a MS in Cybersecurity and an MLS in Cybersecurity Law and Policy.

Some tasks can simply become too burdensome to perform in-house. That's when it's time to hire a third-party service provider for additional help.

Leaders should be helping their workforce recover in between workplace challenges

The chief commercial officer at Form Health advises benefit managers to take a close look at vendors and employee needs to make sure intentions align.

Jen Cressman is the chief commercial officer at Form Health, the national leader in science-based obesity care. 

Jen is a veteran of the healthcare industry, building and leading exceptional sales teams at dynamic, innovative companies. Jen has been leading Form Health through rapid commercial growth since May 2023, focusing on leveraging the physician-led, science-based obesity care model to guide clients through the challenges and opportunities of GLP-1s. 

Nishaad Ruparel is the president of Ascend, a Top 50 Firm formed in 2023 with capital from Alpine Investors, a private equity firm based in San Francisco. Prior to joining Ascend, he was recruited by Alpine Investors to help launch a new investment strategy; prior to joining Alpine, he spent time at AEA, an upper middle market PE firm based in New York, and at JP Morgan, where he serviced private equity clients out of the firm's investment banking division. He holds an MBA from Stanford University and a BS in Finance from New York University's Stern School of Business.

Thanks to her company's offering, Kris Jackson is able to care for her two dogs while saving money and time.

Eileen Connor is the president and executive director of the Project on Predatory Student Lending.

The high monthly costs of GLP-1s — ranging from $1,000 to $1,500 — are placing considerable financial pressure on healthcare plans.

Reyes Florez is the CEO of Platform Accounting Group, a collective of more than 40 local accounting firms across the United States.

Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.

Former retirement brokers share how they apply fiduciary standards to the healthcare industry in the second part of this series.