Expert Financial Compliance Consultants

I’m a lifesciences compliance strategist with a passion for building real-world, right-sized programs in fast-moving environments. With deep experience in pharma and medtech, I specialize in translating regulatory complexity into practical, actionable frameworks. I’ve spent 7+ years navigating the gray areas of compliance—from training physicians on industry expectations to building startup programs from the ground up. I believe compliance should be ethical, functional, and human-centered—and that culture is built through clarity, storytelling, and respect, not fear. Outside of policy and audits, I speak regularly on startup compliance and love turning “boring” topics into memorable moments. I'm here to connect, create, and contribute.

I am an academic professional seeking continuous growth. I desire to advance my career path at CIU substantially. Not conforming to the organizational standard, yet my goal is to go above and beyond until reaching the ultimate limit in my professional career. * I take on new projects/ideas and turn them into applicable initiatives. * I am constantly finding new ways to deliver outstanding results. * My initiatives begin with the end goal of creating an exceptional student experience and making the

Recent MBA graduate with a deep understanding of finance and economics, nearly ten years of capital markets experience working with some of the world’s largest institutional clients, and refined technical skills. Energetic team player with excellent interpersonal skills and a passion for solving complex business problems. Highlights by category include… Performance Excellence, having won “Team of the Year” on six-person team within line of service consisting of several hundred employees. Relationship Management, having increased broker satisfaction by consistently exceeding performance expectations. Operational Insight, having developed and implemented a VBA program that produced approximately $50 million per month in additional liquidity in order to facilitate greater trade volume and to mitigate risk. Revenue Generation, having added more than $500K in annual revenue by improving one of our processes regarding pricing and overnight investments.

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.

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.

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.

Financial Counselor at Birch Community Services. BCS is a program that provides food for families that are going through a financial hardship and pairs it with financial literacy. The families go through a personal finance course and meet 1x1 with a Financial Counselor throughout their time in the program.

Currently licensed to practice in North Carolina as a LCMHC and LCAS and Kentucky as a LPCC-S and LCADC; nationally certified through the Commission on Rehabilitation Counselor Certification Board as a Rehabilitation Counselor and through the National Certification Commission for Addictions Professionals as a Master Addiction Counselor. Board approved clinical supervisor in Kentucky for LPCA and TCADC candidates. My experiences include treating patients in a fast-paced, community mental health center; opioid treatment program; acute care inpatient substance use and psychiatric care facility; and private practice settings - allowing me to develop strong clinical skills over an array of service areas and populations. I have focused continuing education on evidenced based practices, co-occurring disorders, personality disorders, trauma, neuroscience of addiction, medication assisted treatment, and clinical supervision.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

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.

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

Results-oriented attorney and C-level executive with over two decades of experience in corporate governance, mergers and acquisitions, legal operations, and strategic business planning. Substantial in-house experience and a proven track record of driving organizational growth, implementing efficiency initiatives, and optimizing business processes across diverse industries. Skilled in litigation, alternative dispute resolution, legal operations, complex contract negotiations, including technology, sales and SaaS contracts, and change management. Adept at building consensus, fostering talent development, and driving strategic initiatives to achieve business objectives.

Results-oriented attorney and C-level executive with over two decades of experience in corporate governance, mergers and acquisitions, legal operations, and strategic business planning. Substantial in-house experience and a proven track record of driving organizational growth, implementing efficiency initiatives, and optimizing business processes across diverse industries. Skilled in litigation, alternative dispute resolution, legal operations, complex contract negotiations, including technology, sales and SaaS contracts, and change management. Adept at building consensus, fostering talent development, and driving strategic initiatives to achieve business objectives.

Annette has diverse work experience spanning various roles and industries. Annette currently works as the Senior Director of Human Resources at Swisher, where they are responsible for overseeing HR operations and implementing solutions for HR transactions and service delivery processes. Annette has also managed recruitment, staffing, employee training, and development programs. As a champion for leadership development, financial fitness, and effective communication Annette's aim is to form and maintain cohesive relationships and lifelong learning opportunities. Specialties: Financial Coaching, Recruitment, Compensation, Employment Law, Unionized Workforces, Benefits

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.

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!

Bill Hall is the Cofounder and CEO of OurRecords, where he leverages over 30+years of experience in the technology and compliance sectors to create innovative solutions that streamline regulatory compliance management. His unique blend of technical expertise and deep knowledge of industry regulations has been pivotal in developing tools that simplify complex compliance processes, earning OurRecords a reputation as a trusted industry leader. Bill holds a Computer Science Degree from University of Louisiana Lafayette and has previously held key executive leadership roles in healthcare and other industries, where he developed a keen understanding of the challenges faced by organizations in highly regulated industries. His commitment to excellence and forward-thinking approach continue to drive OurRecords' growth and success.

Elizabeth has over 15 years of tax and accounting experience. She earned her undergraduate degree in Accounting from Devry University and her Masters of Business Administration with an emphasis in Accounting and Finance from Keller Graduate School of Management. Elizabeth launched her career in the public accounting sector. She worked with clients in a variety of industries ranging from family owned enterprises to multinational public companies. Her diverse experience and skills are in business and individual taxation, tax planning, non-profit audits, budgeting and accounting services. For a period of three years Elizabeth also served, on a part time basis, as Chief Financial Officer for a few non-profit organizations in the Washington D.C. area.