Category Archives: Business: Executives

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Pinnacle Group Chairman and CEO Nina Vaca named to SIA Global Power 150 – Women in Staffing List for Fifth Year in a Row


Nina Vaca, Pinnacle Group Chairman and CEO

“One of the things I am most proud of at Pinnacle Group is our strong culture that values diversity where women and minorities can thrive and contribute meaningfully in this industry.”

Staffing Industry Analysts (SIA), the global advisor on staffing and workforce solutions, named Pinnacle Group Chairman and CEO Nina Vaca to their annual Global Power 150 – Women in Staffing list for the fifth time in the list’s five-year history.

Vaca founded Pinnacle Group in 1996 and under her visionary leadership it has won over 135 local and national awards for exceptional performance and has been recognized repeatedly for rapid yet sustained growth. Pinnacle Group was named fastest growing women-owned business in the country by the Women Presidents’ Organization in both 2018 and 2015 and has been featured on the Inc 500/5000 list of fastest growing private companies 13 times. Over the past 18 months, Vaca has overseen the company’s expansion into the UK and Latin America as well as the launch of the Progata Talent Platform. During that same timeframe, Pinnacle Group became the only woman- and minority-owned company to be named a Beeline Certified Strategic Partner. Vaca was inducted into SIA’s Staffing 100 Hall of Fame in 2018.

SIA created the Global Power 150 list to shine a spotlight on women in leadership positions and to recognize the significant contributions and influence of women industry-wide.

“The women named to this year’s Global Power 150 list play an important role in bringing value to the workforce solutions ecosystem, elevating not only the bottom line for their organizations but lifting up their teams through a passionate focus on employee development and creation of positive and inclusive cultures in which talent thrives,” said Subadhra Sriram, Editor & Publisher, Media Products at SIA.

By recognizing women like Vaca who have stood out as leaders and influencers in the global talent marketplace, the SIA Global Power 150 showcases the impact this diverse set of leaders, from CEOs and entrepreneurs to division heads, technologists and attorneys, have had on shaping a $490 billion global staffing industry each day.

“The women on this list are powerful forces for change in the staffing industry and I am honored to be included among them,” said Vaca. “So often you cannot be what you cannot see, so by highlighting the accomplishments of these powerful women in staffing SIA is paving the way for the next generation of transformational women leaders. One of the things I am most proud of at Pinnacle Group is our strong culture that values diversity where women and minorities can thrive and contribute meaningfully in this industry.”

The Global Power 150 – Women in Staffing list is sponsored by Bullhorn, the global leader in software for the staffing industry. Bullhorn, like Vaca, shares a passion for expanding opportunities for women in business.

“Though numbers have grown in recent years, McKinsey reports there is still less than 30 percent female representation for top leadership roles in North America alone. It is crucial that we recognize these role models, and support and celebrate continued advances,” said Art Papas, Founder and CEO of Bullhorn.

Profiles are featured in the November/December 2019 issue of Staffing Industry Review magazine.

About Nina Vaca

Nina Vaca is the Chairman and CEO of Pinnacle Group. She is also one of the few (and youngest) Latinas serving as a director of publicly traded corporations. With Women on Boards 2020, she is working to increase the number of women on public company boards. In addition to her business leadership, Vaca is a civic leader and philanthropist, working relentlessly to expand opportunities for minorities and women in business, particularly in STEM fields in the U.S. and around the world. Recently, she was elected as a lifetime member of the Council on Foreign Relations (CFR). She is also a Henry Crown Fellow at the Aspen Institute as well as a German Marshall Memorial Fellow. For information and resources, visit NinaVaca.com.

About Pinnacle Group

Pinnacle Group is a leading provider of workforce solutions headquartered in Dallas, Texas. Founded by Nina Vaca in 1996, Pinnacle Group’s core services include talent acquisition and management, managed services (MSP), and payrolling. With an unwavering commitment to client service and a specialty in analytics and emerging technologies, Pinnacle Group provides transformational outcomes to primarily Fortune 100 clients. Its Progata Talent Platform utilizes machine learning (ML) and proprietary algorithms to help match talent with opportunity and maximize utilization rates. Pinnacle Group is consistently named one of the fastest-growing companies in the country and was named fastest-growing women-owned company in the country by the Women Presidents’ Organization in both 2015 and 2018. For more information, visit pinnacle1.com.

About Staffing Industry Analysts (SIA)

Founded in 1989, SIA is the global advisor on staffing and workforce solutions. Their proprietary research covers all categories of employed and non-employed work including temporary staffing, independent contracting and other types of contingent labor. SIA’s independent and objective analysis provides insights into the services and suppliers operating in the workforce solutions ecosystem including staffing firms, managed service providers, recruitment process outsourcers, payrolling/compliance firms and talent acquisition technology specialists such as vendor management systems, online staffing platforms, crowdsourcing and online work services. They also provide training and accreditation with our unique Certified Contingent Workforce Professional (CCWP) program.

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F&H Solutions Group Welcomes Top Railroad Labor Relations Expert


Charlie Woodcock

I am excited to be joining the professionals at F&H Solutions Group and look forward to contributing my expertise in reaching labor relations outcomes that support company objectives and today’s workplaces.

F&H Solutions Group (FHSG), a national consulting firm specializing in labor relations, is excited to welcome Charlie Woodcock to the firm. He will support FHSG’s existing and prospective clients with their labor relations needs.

Woodcock has more than 43 years of labor relations and human resources experience, including developing labor strategy, conducting negotiations, restructuring processes and systems, and overseeing service and quality improvement.

Woodcock recently retired from an accomplished career at Amtrak, where he headed up the labor relations function, strategy and staff—12 unions and 24 labor contracts—for the past nine years. He also served as chief negotiator for labor contracts at the local and national levels, including major wage and rule agreements under the Railway Labor Act (RLA). In addition, Woodcock administered Amtrak’s collective bargaining agreements (CBAs), including contract interpretation, and claim and grievance administration through arbitration.

“I am excited to be joining the professionals at F&H Solutions Group and look forward to contributing my expertise in reaching labor relations outcomes that support company objectives and today’s workplaces,” Charlie Woodcock says.

During his tenure at Amtrak, Woodcock also advised and formally trained line officers on labor agreement application, work rule implementation, management rights and the discipline process. He served as a labor relations liaison with outside counsel, consultants and department teams, conducting research and preparing issues for fact-finding panels, interest arbitration forums and government oversight agencies. He also served as an expert and chief witness in special arbitrations. Woodcock conducted a wide range of special projects and research, including analyses of arbitration, wage, and contract trends; existing rules applications and improvements; and effective work rules and best practices.

For 20 years, Woodcock was the Management Chairman on the Joint Medical Administration Committee (JMAC), a labor-management committee responsible for the oversight of Amtrak’s agreement-covered employee medical plan. He also held other field corporate human resources and labor relations roles at Amtrak, where he led recruiting, labor relations functions in support of division operations, and various field and corporate labor relations initiatives. In addition, he supervised professional staff supporting division and headquarters line and staff operations.

“There is no one more respected in railroad labor relations than Charlie. Our clients will benefit from having someone with so much knowledge. It is an honor to have Charlie join FHSG,” says Jerry Glass, president of F&H Solutions Group.

About F&H Solutions Group

F&H Solutions Group (FHSG) is a national labor relations consulting firm located in Washington, D.C. We are widely recognized as the preeminent labor relations consulting firm in the United States. Our consultants have unmatched expertise and a long and successful track record working with organizations of all types and sizes in different industries in both the private and public sectors. FHSG has more than 75 years of labor relations, advisory, strategic and negotiating experience. Together, we have negotiated more than 500 contracts and advised hundreds of companies on union and nonunion issues within the most complex industries. For more information, please visit our website.

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ATP CaseBank Opens New Canadian Headquarters


ATP CaseBank®, a leading provider of information services and software solutions for the aviation industry, officially moved their existing Toronto-based team into a new facility designed to support the ongoing growth of the company. Acting as a Canadian headquarters to compliment the company’s current presence in San Francisco and Austin, the new offices will serve as the primary software development, marketing, and project management base for the company.

Located on the 12th floor of 5800 Hurontario Street, the new Mississauga facility offers panoramic views of the Toronto skyline, Lake Ontario, and the ever-important views of planes landing at nearby Pearson Airport – the majority of which are ATP CaseBank customers. With room to manage the eventual doubling in size of the Canadian team, the new space was designed to be an open and collaborative space suitable for a leading aviation technology firm.

“Our entire team worked extremely hard to create a space that would help foster a more creative, collaborative, and enjoyable environment for our diverse team of professionals”, noted Mrs. Catrona Pacheco, Head of People at ATP CaseBank. “This is a space where a creative marketing team will work alongside engineers on new and exciting projects, where sales and professional services can collaborate more effectively, and where top talent will want to join and be a part of an innovative and dynamic aviation technology business.”

Earlier this year, ATP CaseBank added new members to their executive leadership team, who will be based out of this new facility. This new office is designed to support the doubling in size of the engineering, customer support, marketing, and professional services teams based in Canada over the coming 2-3 years. These teams will be working on advanced software to support multiple customers – including the Lockheed Martin F-35 Lightning II where the company’s SpotLight® troubleshooting solution is an official Canadian supplier.

The new office address for ATP CaseBank in Greater Toronto is as follows:

ATP CaseBank

5800 Hurontario Street

Suite 1200, 12th floor

Mississauga, Ontario L5R 4B4

Canada

About ATP CaseBank:

ATP CaseBank is a global information services and software company focused on making flying safer and more reliable. Our content division offers a suite of reference content, airworthiness, diagnostics and reliability services that optimize aircraft availability and operational compliance. Our software division provides troubleshooting, reliability, and defect trend analysis tools that help engineering and service teams accelerate equipment repair, increase uptime, reduce warranty costs, and improve product support and performance. The company has deployed solutions worldwide to support multiple Fortune 100 companies. As a global company, ATP CaseBank has more than 6,700 customers in 137 countries, with almost 50 years of experience in the information services and software industries.

For more information, visit http://www.casebank.com or http://www.atp.com

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New ATD Research: Effective Workplace Learning Evaluation


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“Being able to attribute achievement to the effects of a learning program is challenging, particularly when there are several variables present such as economic conditions, sales incentives, or new products and services.” —Kristopher Newbauer, Rotary International.

Making the business case for training and development is critical to preserving training budgets, but it remains a challenge for many organizations. According to new research from the Association for Talent Development (ATD), 40 percent of training professionals believe their organization’s evaluation efforts are effective in meeting business goals, and not many more, 50 percent, believe their efforts are meeting learning goals. These findings are just a few of many in ATD’s Effective Evaluation: Measuring Learning Programs for Success.

Investment in employee development is on the rise—ATD’s 2018 State of the Industry report finds that learning expenditure per employee has increased for the last six consecutive years—so proving that these expenditures are paying off and strategic learning and business goals are being accomplished is critical in today’s workplace. The data in this report shows that there is a strong need for organizations to improve the effectiveness of their evaluation efforts.

“Being able to attribute achievement to the effects of a learning program is challenging, particularly when there are several compounding variables present such as economic conditions, sales incentives, or new products and services,” says Kristopher Newbauer, chief human resources officer and head of global people and talent at Rotary International. He is quoted in the research report.

Key findings from the Effective Evaluation report, sponsored by Profiling Online, are:

  • The top barriers to conducting learning evaluations were the difficulty of isolating the effects of learning programs, a lack of access to the data talent development professionals need to conduct higher level evaluations, and the costs of conducting higher level evaluations.
  • Less than half of organizations (43 percent) use big data (extremely large datasets that may be too large or complex for traditional data software to handle) as a data source for evaluations. Some of the most common challenges organizations face when managing big data are communicating findings from data and analyzing data.


“Organizations that value evaluation are much more likely to attract and retain employees with evaluation skills,” says Rotary’s Newbauer. “To the extent that evaluation work is taken seriously and used with good intention for improvement, their work feels more meaningful. And meaningful work is critically important to engagement and retention.”

To learn more about the research findings and the challenges that organizations are experiencing when evaluating development programs, access the full research report at http://www.td.org/evaluationreport.

About ATD

The Association for Talent Development (ATD) is the world’s largest professional membership organization supporting those who develop the knowledge and skills of employees, improve performance, and help to achieve results for the organizations they serve. Originally established in 1943, the association was previously known as the American Society for Training & Development (ASTD).

For more information, visit http://www.td.org.

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Appoints Greg Wookey, Former CFO of MINDBODY, as Company’s First Chief Financial Officer


“Not only is Greg an incredible finance leader and team builder, but he is also one of the industry’s foremost experts on payments-enabled vertical SaaS,” said Matt Danna, Co-Founder & CEO, Boulevard.

Building on last month’s announcement of $11M raised in Series A funding, Boulevard, the technology company transforming the way premium spas and salons do business, today announced the appointment of Greg Wookey as the company’s first Chief Financial Officer. In his new role at Boulevard, Mr. Wookey will be responsible for overseeing the company’s finance, accounting, corporate development, financial planning & analysis (FP&A) functions, as well as leading Boulevard’s payments business unit.

Mr. Wookey’s appointment is part of a larger effort to capitalize on Boulevard’s momentum in the market. Now a team of over 50 full-time employees, Boulevard’s platform-as-a-service (PaaS) is processing over $100 million in customer payments for premium salons and spas like Chris McMillan the Salon, Kelley Baker Brows, Matthew Morris Salon and Skincare, MèCHE Salon, SEV Laser, Spoke & Weal, and TONI&GUY.

Bringing more than 30 years of financial and operational experience in the tech industry to his new role, Mr. Wookey has a proven track record of driving profitable growth for several private and public companies. Prior to joining Boulevard, he served as the CFO for Inbenta, a company that provides AI and natural-language understanding for search, chatbots, and knowledge management. Before Inbenta, he spent nearly seven years at MINDBODY, Inc., where he served as the CFO and SVP of Merchant Processing Division. His expertise also earned him a position on both the Retail Technology Committee and Payment Sales & Strategy Committee for the Electronic Transaction Association.

“Not only is Greg an incredible finance leader and team builder, but he is also one of the industry’s foremost experts on payments-enabled vertical SaaS,” said Matt Danna, Co-Founder & CEO, Boulevard. “Greg is joining our team at the perfect time. Having just raised our Series A, he will be instrumental in ensuring we deploy our capital against the most strategic and highest ROI opportunities.”

“I’m very excited to be part of the Boulevard team. Boulevard’s industry-leading technology enables high-end salons and spas to operate faster, smarter, and more efficient,” said Mr. Wookey. “It’s an exciting time to be with a company like Boulevard which is on a quest to transform an entire industry. I’m committed to ensuring that Boulevard is prepared to continue its phenomenal growth through a proven strategy of operational excellence.”

ABOUT BOULEVARD

Boulevard is transforming business management for premium beauty service brands through their proprietary platform-as-a-service. Developed in collaboration with industry-leading owners and operators, Boulevard is the only management tool built specifically for appointment-based businesses that deliver ease of use with style and sophistication. The company’s solution is carefully designed to automate workflows and drive revenue while allowing brands to offer a personalized experience that keeps clients coming back. Current partners include Chris McMillan the Salon, MèCHE Salon, SEV Laser, Spoke & Weal, and TONI&GUY. Founded in 2016 and based in Los Angeles, Boulevard is led by co-founders Matt Danna (CEO) and Sean Stavropoulos (CTO). For more information, visit joinblvd.com or follow us on Twitter, Facebook, and Linkedin. #joinblvd

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Attorney David J. Willis Announced Publication of the 2020 Edition of his Book “Real Estate Law & Asset Protection for Texas Real Estate Investors”


Real Estate Law and Asset Protection Attorney

David J.Willis, J.D., LL.M

The new volume includes significant updates in legislation, case law, and rules issued by administrative agencies, as well as strategic advice on investing and asset protection.

Attorney David J. Willis of LoneStarLandLaw.com announced publication of the 2020 Edition of his popular book entitled Real Estate Law & Asset Protection for Texas Real Estate Investors. The new volume includes significant updates in legislation, case law, and rules issued by administrative agencies, as well as strategic advice on investing and asset protection.

Previous editions of Real Estate Law & Asset Protection for Texas Real Estate Investors have received multiple 5-star reviews on Amazon and Barnes & Noble. Investors, attorneys, and real estate professionals all over Texas have found it to be an excellent reference, bringing relevant state and federal law together in one easy-to-read and accessible 460 page volume.

The focus of David Willis’ law practice is the intersection of real estate law and asset protection, and he has pioneered the use of numerous creative techniques and structures in this field. Willis has over thirty years’ experience in Texas real estate transactions and litigation. He is double board certified in both residential real estate law and commercial real estate law by the Texas Board of Legal Specialization and is also a licensed real estate broker. His many articles on Texas real estate law, asset protection for real estate investors, and other topics can be found on his website, LoneStarLandLaw.com.

The 2020 edition of Real Estate Law & Asset Protection for Texas Real Estate Investors may be purchased at Amazon or Barnes & Noble.

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LYNKD Adds Two Industry Veterans to the Company’s Executive Team


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“Mike and Bob come to LYNKD with impressive business acumen and innate leadership qualities that are certain to help fuel our continued growth and success,” said Frank Carbone, president and CEO, LYNKD.

LYNKD, a provider of telematics-based vehicle management technology, today announced two additions to the company’s executive team who will help support the organization’s strategic vision and further strengthen the company’s position in this emerging segment of the industry. Mike Stallone has been named the company’s Chief Technology Officer and Bob Daglian will assume the role of Chief Financial Officer.

“Mike and Bob come to LYNKD with impressive business acumen and innate leadership qualities that are certain to help fuel our continued growth and success,” said Frank Carbone, president and CEO, LYNKD. “Their extensive knowledge of the industry’s landscape and rapidly evolving technology will be invaluable to our organization as we work to deliver an exceptional vehicle management platform for both automotive dealerships and consumers.”

In the role of Chief Technology Officer, Stallone will be responsible for all technology related initiatives, including the development and delivery to market of all products while also helping to support LYNKD’s evolving business strategy. Stallone comes to LYNKD after spending nearly 15 years with ARI, a leading global fleet services provider, in a variety of roles across the organization. Most recently, Stallone served as ARI’s Director of Application Development and was instrumental in the launch of several key customer-facing platforms and systems.

As Chief Financial Officer, Daglian will oversee all finance activity and will also play an integral role in the organization’s strategic planning process. Daglian began his career with Holman Enterprises, a global automotive services organization, more than 35 years ago and has held a wide-range of financial and accounting positions across the organization’s various subsidiaries including ARI and Auto Truck Group. Daglian joins LYNKD from Flexdrive, a joint venture between Holman Enterprises and Cox Automotive, where he served as Executive Vice President and Chief Financial Officer, providing financial oversight and strategic leadership.

Both Stallone and Daglian will be based in the company’s Mount Laurel, New Jersey headquarters and will report to Carbone. For additional information about LYNKD, please visit LYNKD.ai.

About LYNKD

LYNKD is a telematics-based vehicle management platform aimed at empowering dealerships, fleets, and consumers to gain enhanced control through easily configurable data and analytics. With LYNKD’s efficient, all-encompassing platform, users can view battery and fuel health, build geofences to locate vehicles at any time, monitor driving habits, and more. LYNKD is a collaboration among leaders in the automotive, retail, and technology industries with a shared vision for leveraging vehicle analytics to drive positive business results. To learn more, please visit LYNKD.ai.

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Davalyn Corp Celebrating 30 Years of Recruiting


We have navigated three decades of change in an increasingly complex world through enhancing and expanding our disciplines, presence, and scope of services—and are looking forward to what’s to come over the next 30 years.

Davalyn Corporation, an industry-leading executive search firm, is proud to celebrate 30 years of recruiting top talent in the machine tools and metal manufacturing, automotive, pharmaceutical and consumer goods industries.

Founded in 1989 by Chief Executive Officer Rick Sinay, Davalyn started recruiting in milling and turning and has since expanded into more specialized technical aspects of the industries, including tungsten carbide, robotics and lasers, medical devices and scientific apparatus, as well adding new verticals in pharmaceuticals, food, consumer electronics and consumer durables. These diverse industries have all grown to become integral components of what Davalyn is today. The Davalyn team specializes in providing global clients with proven talent acquisition and retention strategies, from sales manager to C-level executives and board members, working primarily with tier one and tier two suppliers.

“Our philosophy has been and always will be high achievement through an uncompromising work ethic. We work hard for our clients, our candidates and for ourselves. Their success is our success,” says Sinay. “I am reminded every day of the friendships good service can bring. Our team has given so much time and energy to ensure our company, and our clients, grow to their full potential.”

Sinay credits Davalyn’s continued success to the experienced and dedicated team and a comprehensive approach to the search process that builds upon a thorough understanding of clients’ unique needs and qualities that allow them to present dynamic, industry-leading candidates with the personal and professional attributes needed to fulfill organizational goals.

“We are proud of our past achievements and have the technology to match any global search firm. Our high completion rate and strong level of repeat business from our major clients are our best references,” says Sinay. “We have navigated three decades of change in an increasingly complex world through enhancing and expanding our disciplines, presence, and scope of services—and are looking forward to what’s to come over the next 30 years.”

For more information about Davalyn Corporation, please visit http://www.davalyncorp.com.

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Eisenhower Fellowships Selects Twenty-Two International Leaders as 2020 Eisenhower Fellows


2020 Global Fellows

2020 Global Fellows

“These 22 dynamic leaders are poised to tackle some of the biggest problems facing our world at the dawn of a new decade,” said Dr. Robert M. Gates, former U.S. Secretary of Defense and Chairman of Eisenhower Fellowships.

Eisenhower Fellowships has selected 22 accomplished leaders as 2020 Eisenhower Global Fellows from Asia, Africa, Europe, the Middle East and South America. In spring 2020, they will embark on fellowships across the United States focused on diverse fields that include artificial intelligence, nanotechnology, environmental protection, financial literacy and media production.

“These 22 dynamic leaders are poised to tackle some of the biggest problems facing our world at the dawn of a new decade. We welcome them and look forward to their lifelong engagement with EF’s global network of change agents,” said Dr. Robert M. Gates, former U.S. Secretary of Defense and Chairman of Eisenhower Fellowships.

For six weeks, starting in April, 2020, the Fellows will travel across the United States, pursuing individual projects and engaging in transformative exchanges of knowledge and ideas with leading thinkers in their respective fields. After completing their fellowship travels, they will return to their home countries to apply what they have learned to help better their societies.

George de Lama, president of Eisenhower Fellowships, noted that the Fellows in the 2020 Global Program specialize in fields ranging from education, entrepreneurship and diplomacy to health care, sports and the arts. “Their diverse backgrounds and experiences and their commitment to public service prepare them to make a powerful positive impact in their fields,” de Lama said.

The 2020 Eisenhower Global Fellows are:

Victor Fayad | Argentina

General Manager, Financing Agency for Development

Wei Han | China

Senior Vice President, TusHoldings

Olivia Wu | Chinese Taipei

Chairman’s Assistant and Board Member, Shin Kong Wu Ho-Su Memorial Hospital

Juan Lozada Polanco | Colombia

Director, EwL Government Affairs

Gamal Guemeih | Egypt

Executive Director, Ergo Media Ventures

Maria Ritola | Finland

Co-founder and Chief Operating Officer, Iris.ai

Paul Maria | France

Vice President, International Government Affairs, Orano

Vikram Sampath | India

Senior Research Fellow, The Nehru Memorial Museum and Library

Ligwina Poerwo| Indonesia

Chief Executive Officer, QM Financial

Jonathan Lavender | Israel

Global Chairman, KPMG Enterprise and Head of Markets, KPMG Israel

Samar Nassar | Jordan

Consultant, International Federation of Football Association

Christine Ng’ang’a | Kenya

Managing Director, Strategia Advisors

Nang Mo Kham | Myanmar

Senior Health Specialist, World Bank

Enitan Kuku-Omonijo | Nigeria

Finance Business Partner, Unilever

Sohaib Saeed | Pakistan

President, Azad Jammu and Kashmir Chamber of Commerce and Industry

Bam Aquino | Philippines

Senator, Senate of the Philippines

Catalin Tenita | Romania

Founder and President, Geeks for Democracy

Fawaz Farooqui | Saudi Arabia

Senior Advisor to the Minister of Culture

Ntokozo Mbuli | South Africa

Managing Director, Sugar Bean Pictures

Kyungsun Seo | South Korea

Chief Executive Officer and President, Daemyung TP&E

Heminda Jayaweera | Sri Lanka

Chief Operating Officer, Sri Lanka Institute of Nanotechnology

Piyadit Atsavasirisuk | Thailand

Chief Executive Officer, The Civil Engineering Co., Ltd.

Now in its 66th year and named for America’s 34th president, Eisenhower Fellowships brings together innovative leaders from all fields from around the globe who tackle big challenges to better the world around them. Since 1953, more than 2,400 mid-career leaders from 115 countries have benefited from the unique, customized experience of an Eisenhower Fellowship.

Eisenhower Fellowships identifies, empowers and connects innovative leaders through a transformative fellowship experience and lifelong engagement in a global network of dynamic change agents committed to creating a world more peaceful, prosperous and just.

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EQIS Capital Management Announces Changes to Senior Management Team


Straut brings over 25 years of experience in business management, sales management, sales, and strategic relationship roles in the asset management industry.

EQIS Capital Management, Inc. has appointed Matthew C. Straut as its Chief Distribution Officer, announced Joseph F. Hunter, CEO.

Matthew will assume responsibility for all sales and marketing initiatives at the firm. He brings over 25 years of experience in business management, sales management, sales, and strategic relationship roles in the asset management industry. He has proven expertise in addressing and resolving strategic and tactical distribution and marketing-related challenges.

Prior to joining EQIS, he was Founder & President of MAAC Solutions, LLC, an industry consulting firm. Previous to that, Straut was Senior Vice President and Head of the Registered Investment Advisor and Personal Investing businesses at OppenheimerFunds. Prior to that, he was Vice President and Head of the Registered Investment Advisor, Personal Investing and DCIO Channels at Wells Fargo Asset Management.

Matthew has a B.S. in Marketing from Providence College and has earned the Certified Investment Management Analyst (CIMA®) designation. He has also completed executive education coursework at the University of Pennsylvania’s Wharton School of Business and the University of Chicago’s Booth School of Business. He holds the FINRA Series 24, 7, 6, and 63 securities licenses.

About EQIS Capital Management, Inc.

EQIS is a unique wealth management firm that unburdens and empowers financial advisers by providing the strategies, tools, and support they need to expertly manage their clients’ investments. EQIS provides investors of all sizes* access to the same high-caliber institutional money manager sub-advisers, both strategic and tactical, that have formerly been reserved for only the wealthiest individuals. EQIS makes it possible for even the average investor to access the same sophisticated investment strategies as high net worth investors. EQIS offers friendly, concierge-style customer experience featuring rapid responses, strategic counsel, and market intelligence to empower and unburden financial advisers. Investors can reap the benefits of EQIS’ partnership with carefully curated, independent institutional money managers backed by other leading finance, technology, and industry experts. For more information visit http://www.public.eqis.com

*$25,000 Account Minimum

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