Recognized Corporate Finance Leaders 2025

Personal Finances, Budgeting, Investing, Crypto, Digital Marketing, SEO, Team Leading, Recruiting, Affiliate Marketing. Biggest strengths are in personal finances, leadership, SEO, link building, recruiting and general communication.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

Specialties: Deal structuring, Credit analysis, Credit Risk, Product design, Fintech, SME Finance, Alternative Finance, Merchant Cash Advance, Business Loans, Financial Due Diligence, business valuations, dispute resolution, accounting reconstruction, data analysis and interrogation, Advisory services, Tax advice and structuring, flow of funds analysis, Litigation support, Forensic/Fraud Accounting investigations.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

There is an interesting phenomenon being on the receiving end of a sales meeting when you spend so much time trying to do just that, it's a tough job to be sure and it is so easy to see what the difference makers are doing that seperate them from their peers. What amazes me is when there is a top notch service but it's ruined by a below average, sales rep. If you've ever been there - we should talk!

I’m a bit of an oxymoron: a “numbers person” with a passion for people. Born and raised in the United States, after completing undergraduate and graduate degrees in Economics and Finance, my love of culture and new experiences led me to London to pursue a career in investment banking with a particular interest in the Consumer and Technology sectors. I love to connect with like-minded professionals throughout the financial services industry and more broadly. Please do not hesitate to reach out.

Over the past 12 years of my career, I've worn many hats in the world of finance - from working within the Fortune 100 to building a startup's finance department from the ground up, advising small businesses, and serving as a board member for non-profit organizations. This diverse experience has given me a comprehensive financial management perspective across various sectors, including Telecom, Entertainment, and Construction.With a Master's Degree in International Business and continuous self-development from institutions like Columbia and the University of Florida, I have honed my ability to use finance and data to transform operations, stimulate growth, and enhance profitability. I am known for swiftly adapting to changing situations, partnering with operation executives to drive value, and executing transformation initiatives, including digital finance.

With a blend of business acumen and certified financial coaching, my role as Founder at Personal Financial Strategy centers on guiding individuals to financial empowerment. Leveraging years of expertise in debt resolution and new business development, I consistently deliver tailored solutions that resonate with the needs of working families.My specialty is: effectively using resources to alleviate financial stress. My "School of Hard Knocks" lessons learned, combined with a strategic approach to personal finance management, have enabled me to significantly impact lives by streamlining processes and improving financial well-being.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

Strong command of syndication and origination of structured credit products including BSL & MM CLOs, Flow & Esoteric ABS, Conduit & SASB CMBS

Overseeing SimpleCITI Companies 17 operating and holding entities, including SimpleEQUITIES(PE CRE), NovelEQUITIES (Hybrid Securities), SimpleADVISORY (Regulatory Compliance). Driving value-unlocking innovation in real estate, advisory, and asset management, fostering institutional-grade excellence. Prior, built a vertically integrated CPG powerhouse with 1,700 employees, 22 facilities, and a global reputation for quality, regulatory compliance, and operational excellence.

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

I’m Nathan Linton, a mortgage broker committed to helping Australians turn their property goals into reality. My background in high-level sales and finance—including managing high-net-worth clients at American Express and enterprise clients in the tech industry—combined with my own experience building a property portfolio, gives me a practical and strategic approach to guiding clients through their next purchase.Whether you're buying your first home, refinancing, or expanding your investment portfolio, I offer tailored mortgage solutions designed to build long-term wealth and financial security.Let’s connect and explore how I can help you move forward with confidence. Book a free consultation: https://lintonfinance.com.au/book-appointment

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating.

Zachary is a seasoned financial leader with over a decade of experience helping startups and SMBs build financial infrastructure, optimize cash flow, and achieve sustainable growth. Specializing in consumer brands, hospitality, and high-growth markets, he steps in as a strategic finance partner, allowing founders and CEOs to focus on executing their vision while he drives financial success.Proven Success Across Industries:- VP of Finance, Paka Apparel – As the first finance hire, Zachary is leading the company through a phase of 8-figure growth, scaling operational functions, increasing profitability, and growing headcount by 300%.- CFO, Discover Night – Spearheaded 2.5x revenue growth through major retailers while securing 7-figure debt financing to bridge working capital gaps.- Strategic Advisor, Happy Endings Hospitality – Designed and implemented an FP&A program, supporting 40%+ annual growth while generating multiple 6-figures in additional working capital.- Director of Finance/Controller, Oaxaca Taqueria – Led a financial overhaul that optimized store operations, resulting in multiple 6-figures in annual savings and improved profitability.Author, Thought Leader & Industry Contributor:Zachary is the author of QuickBooks for Restaurants, a go-to resource for hospitality business owners looking to streamline their financial operations. The book has sold 15K+ copies, making complex financial concepts accessible and actionable for restaurant operators and hospitality leaders.Beyond his book, Zachary is a recognized thought leader in finance and business strategy, contributing to industry publications and sharing insights on financial leadership, scaling businesses, and profitability. He has also been a featured guest on multiple industry podcasts, discussing financial strategy, growth frameworks, and best practices for consumer and hospitality brands.Whether providing fractional CFO services, advising startups, financial restructuring, or expert guidance on profitability and growth, Zachary delivers customized financial solutions that help businesses scale successfully.Let’s Connect:zachary@zacharyweiner.co

Evan Vitale is a Certified Public Accountant and CFO at Sahara Investment Group and CORE Advisory Partners.

Senior finance and operations executive with a background spanning a variety of industries, including SAAS software, ed tech, healthcare services, advertising/marketing services, and retail. Focused on optimizing people, processes, and systems to support rapid growth. Having been a Controller, FP&A leader, and CFO, deeply knowledgeable in all areas of accounting and finance, including day-to-day accounting and processes, financial systems, buy-side and sell-side M&A, financings, capital raises/recapitalizations, and international operations. Extensive experience managing areas such as Human Resources, Facilities, Data & Analytics, Project Management, and Technology Infrastructure. Very experienced with leading high-growth private equity-backed companies with revenues in the $10M-$300M range and have led multiple companies through successful exits.