Recognized Financial Benchmarking Leaders 2025

As Founder and CEO of The CEO Creative, I lead our mission to empower small businesses through accessible NET30 credit and practical office essentials. Many entrepreneurs struggle to access credit early on — especially without strong personal credit or years in business. That’s where we step in. We offer simple, low-cost membership plans that unlock real trade credit, with no personal guarantee required. Our accounts report to Equifax Commercial, Creditsafe, and FairFigure, helping new businesses build their credit profile from day one. But we’re more than just credit lines — we’re a startup’s best friend. From packaging and branding materials to electronics and office supplies, we offer essentials that help businesses look professional and operate efficiently. Every purchase counts toward building your financial credibility. I oversee product strategy, operations, and customer experience, ensuring our platform is fast, fair, and built around what real businesses need. I also stay engaged with our community daily — answering questions, responding to feedback, and constantly evolving the brand. We believe that building business credit shouldn’t be complicated or gatekept. That’s why we simplify it, support it with real products, and keep the doors open to businesses of all sizes and stages. If you’re launching a business, rebuilding, or just want to grow with a little more leverage — we built The CEO Creative for you

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.

"My Aim is to Offer Educational Insights into Complex Financial Topics."As an entrepreneur and founder, I'm committed to enhancing financial literacy and independence among the UK's older population. My mission is to simplify and clarify personal finance information, particularly in the context of later-life planning.

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.

Hi, I’m Wassia [Pronounced Wa-see-Ya] I help finance and accounting professionals become the kind of leaders people enjoy working with, not just the ones who know the numbers. I’ve spent over 15 years leading finance teams across different industries, from manufacturing to tech to nonprofits. I’ve led teams through tough situations like layoffs, big growth, system implementations, and everything in between. Now I teach what I wish someone had taught me earlier: - How to see the bigger picture, - How to build influence and credibility, - And how to evolve from a technical expert to strategic business partner. Here’s how I do that: - I speak at conferences and company events - I teach with partners like Wharton Online, The AICPA and The AFP. - I share real-world stories in my podcast and newsletter, The Diary of a CFO. - I have created a leadership program to help mid-career FP&A and accounting professionals reach the executive level (i.e. VP, CAO, CFO). If you’re trying to grow as a leader, or help your team do the same, I’d love to connect. WassiaKamon.com Info@WassiaKamon.com

Finance professional who works with small and medium sized businesses to improve profits, optimise cashflows, improve visibility and reporting, refine processes and develop strategies. The CFO Centre has a proven track record of improving businesses at a fraction of the cost of full-time CFOs.About me: Number Wizard – Chartered accountant with big corporate experience in multiple industries. Skills range from financial analysis and planning to reporting at Board level. Systems Champion – Strong systems and IT skills from Excel to ERP systems Chameleon – Adaptable to different environments and personalities. Big Picture Artist – Able to draw the big picture and tell the story from the numbers.About you: Growing company with new challenges - $5m to $50 turnover Responsive communicators - you get back to me fast Want the big picture interpretation, not just an accounting report. Value teamwork - you want me to be part of the management team. Part-time CFO will work better than full-time

I build and maintain performant distributed software systems, and teach others to do the same.

I'm the Chief Financial Officer of Soba New Jersey, where I manage key areas of the business, including sourcing, market and site feasibility, financial analysis, deal structuring, negotiations, equity raising, investor relations, licensing, rezoning, and collaborating with architects on new construction and renovations. I’ve led complex real estate transactions in prime markets like New York, New Jersey, and South Carolina, with successful projects such as the Coastal Carolina University student housing development, a 60,000 SF industrial warehouse in Wayne, NJ, and multiple community facility daycare leases in NYC. Additionally, I co-launched Soba New Jersey, a luxury detox center dedicated to providing individualized, holistic inpatient and outpatient behavioral health programs. My career has centered on identifying high-growth opportunities, particularly for businesses in transitional phases like M&As and IPOs, and my leadership has been instrumental in Soba New Jersey’s growth and success.

Skilled in leading cross-functional teams and optimizing business outcomes. Proven track record of enhancing performance and delivering impactful results. Expertise in AI, analytics, and creative solutions.

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.

Jason is Co-CEO and Co-Founder of BANKW Staffing, LLC and its portfolio companies KBW Financial Staffing & Recruiting, Alexander Technology Group, The Nagler Group, KNF&T and Sales Search Partners. He leads the organization's sales strategy, staff development, M&A, and operations. He offers over a decade of staffing experience and previously held senior management and operations roles with international staffing, internal audit, and hospitality organizations. Jason also spends a great deal of time in the local community. He co-founded the New Hampshire Financial Management Association, served on the board of directors of the New Hampshire Childrens Museum and NH Charitable Foundations Piscataqua advisory board. Jason earned his Bachelor of Science in Hospitality Management from Florida International University.

Priya and I started indiabizforsale.com together in the year 2013 as a company and launched as a platform in early 2014. We started indiabizforsale because we experienced and painfully learnt (at that time) that M&A for a small to medium size business is very, very challenging in India, and we decided to do something about that. We launched indiabizforsale.com as a discovery platform (with confidentiality so no one knows which business is looking for an exit or partial exit) for businesses and investors. Now we have a complete investment banking solution in IBGRID.COM for M&A and Funding opportunities for Indian companies.

I'm a publisher and investor.

With 20 years of industry experience, I founded Beacon Lending to provide personalized and professional mortgage solutions for homebuyers and homeowners in Colorado. My mission is to find you wherever you are on your homebuying or refinance journey, and navigate you safely to your goals.My core competencies include a wide range of loan products, such as FHA/VA, Conventional, USDA, Jumbo, Portfolio, 1031 Exchanges, Reverse Mortgages, Construction loans, and FHA 203K loans. I am also a proud Homes For Heroes affiliate, offering special discounts and benefits to our community heroes, such as teachers, firefighters, healthcare workers, and military veterans. I pride myself on delivering customer satisfaction, accountability, and integrity, and guiding my clients through each step of the mortgage process with ease and efficiency.

My professional journey has taken me through various roles where I've sharpened my skills in risk assessment, financial analysis, and building enduring client relationships.Achieving success for me goes beyond the immediate task at hand. It’s about seeing the bigger picture and making a tangible impact in the long term success of the organization. I’m passionate about developing new frameworks that create sustainable and repeatable outcomes within my work. I also believe in the power of collaboration and shared insights to drive progress for each member of my team.I welcome connections from fellow professionals and anyone interested in discussing the future of finance and the potential for innovation within our field. Together, let’s explore the possibilities.

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street, which are dedicated to helping students, entry-level professionals, and career changers break into investment banking and private equity, advance on the job, and master valuation and financial modeling. Starting out with no funding and no team, he built a business with over 20,000 customers in less than 4 years by using a combination of free content and paid, video-based interactive courses. The business now has over 30,000 customers, and the courses are used by leading institutions such as Columbia Business School and The University of Chicago Booth School of Business. In his free time, Brian enjoys working out, getting as many stamps as humanly possible in his passport, and obsessing over serialized TV shows. Sometimes, he even produces his own shows (see below). You can see his full bio and read several interviews with him here: http://www.mergersandinquisitions.com/about/#about-brian

Current owner and CEO of bestformums.co.uk (a website helping mums and dads with advice and product guides) and bestfinancialplanners.com.au (a website helping to match people looking for advice with the best financial planners near them).

CEO and Founder of Gulf Business Consulting & Strategies, a Business and Investment Management Firm based in UAE providing professional advice for Leading Companies, Governments and Institutions from all over the World into the Middle East region. In more than 15 years living and working in several countries of the GCC, I have had the honor to advise from Ministers and Diplomats to SME´s owners and Entrepreneurs on how to do business in the Arab World. On the other hand I continued developing my passion and research in neuroscience, psychology, marketing and nonverbal communication becoming and Expert in Consumer Neuroscience. Keynote Speaker on how to do successful business in the Arab World and teaching cross-cultural intelligence. Extremely curious about what's inside the mind and soul of the consumer in the Middle East

I focus on helping people achieve financial health and equality, particulrlay women. I am fundraising for our, all things money financial wellness platform. I work with individuals, families, and groups to teach financial wellness and empower them to build a moat of trusted products, services, and people to serve and protect their long-term financial health. I am writing my second book, a financial memoir that uses personal and client stories to teach our, From The Outset's Money Health Program. This is a crucial differentiator; Outset merges the emotional and practical needs and hurdles of pivotal life moments to help clients manage and understand any unhidden money fears and educate and empower prosperity. My most challenging and rewarding job has been raising my four exceptional children. If you are interested in discussing my work, please feel free to reach out here or at info@OutsetFinancial.com. I am also available for workshops and talks and take on a limited number of private clients. Proud member of the Financial Therapy Association.