Best Financial Risk Management Experts

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

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.

Experienced President with a demonstrated history of working in the insurance industry for over 30 years. Strong business development professional skilled in Sales, Commercial Insurance, Casualty Insurance, Investment Properties, and Business Strategy.

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.

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.

Co-Founder, Mitigata Insurance, Tao.liveBuilt Products for Delhivery, Lenskart, Novopay earlierB.Tech. MIT Manipalhttps://twitter.com/Sarthakdubey

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.

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.

Dan Buckley is a US-based trader, consultant, and writer with a background in mathematical finance and a degree in economics from Harvard University. He has written extensively on how markets behave and why - contributing to hundreds of articles, blog posts, and guides aimed at making complex financial concepts more accessible to a broad audience. Dan's hands-on experience across various asset classes gives him a grounded perspective on a wide range of topics, from trading strategy and behavioral finance to portfolio design and the realities of navigating today’s complex market landscape.

Global Delivery Specialist in a wide variety of business industry. Particularly interested in helping customers achieve maximum value from IT outsourcing and creating various Center of Excellence closely associated with Domain. Specialties: Branded ODC creation, Global delivery team setup, Domain team setup, Alliances and partnership for value creation

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.

I'm Rahulkumar (Rahul) Chawda, a global product leader with over 20 years of experience in building secure, scalable, and future-ready digital payment systems. At Mastercard, I lead the global strategy, development, and commercialization of Payment Account Reference (PAR)—a foundational element in tokenized transactions and digital identity ecosystems. I’m passionate about shaping the next generation of trusted commerce—where security, intelligence, and user empowerment converge through technologies like Digital payments, tokenization and AI. My thought leadership has been published in The Financial Brand, DigitalCxO, TechStrong AI, and Global Banking & Finance Review, among others. One article I’m especially proud of is “Toward Financial Inclusion: The Benefits and Challenges of Ethical AI”, where I explore how responsibly designed AI can advance access to financial services for underserved communities. It's a topic I care deeply about—ensuring that as we scale new technologies, we do so ethically and inclusively. I'm also a mentor and a judge for many awards, and I enjoy working with cross-disciplinary teams to solve complex payment problems. I believe the future of finance is composable, intelligent, and secure—and I’m excited to help build it. Connect with me on LinkedIn: www.linkedin.com/in/rahulkchawda

From the desk of Robert Whelan: The Standard Fund Threshold (SFT) is the maximum pension an individual is allowed at retirement for tax purposes. From 1 January 2014, the absolute value of the SFT is €2 million, and any amount over that limit at retirement is subject to income tax at 40%. Clients cannot use any tax credits or allowances to reduce this and the tax deducted cannot be offset against any other tax liability. So what can you do if you’re an Irish business owner or senior professional that’s approaching the SFT, but isn’t happy paying 40% income tax at retirement? As a financial adviser with more than 20 years experience, I have recently developed a specialist service assisting Irish business owners and senior executives that are approaching the €2mn SFT Threshold. If this is something that could affect you, I’d be more than happy to schedule a commitment-free conversation and explain the full-list of options available. robert@rockwellfinancial.ie 087- 2870406

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.

Experienced Executive Assistant supporting leadership at Edison Risk, a life and annuity-focused IMO, and The Policy Shop, a health insurance brokerage. Skilled in managing executive calendars, communications, licensing, and agent support across fast-paced, client-focused environments. Known for staying organized, ensuring smooth operations, and handling sensitive information with professionalism and care.

I’m a results-driven Project Management Director with a strong background in legal funding operations, strategy execution, and cross-functional team leadership. At High Rise Financial, I lead initiatives that streamline processes, enhance service delivery, and support client advocacy through innovative solutions. My mission is to deliver scalable systems that align with growth while maintaining a human-first approach to leadership.

Anant Wairagade is a Technical Lead with over 20 years of experience in Software Engineering enabling IT organizations with digital transformation and helping them become secure organizations. In his more than two decades long career, Anant has worked for financial services companies where he led the design and development of several successful products in the Security, Finance and CRM domain. Beginning of his career, Anant worked as a Technology consultant for major Financial Services companies and Banks. Anant is a thought leader in Enterprise Integrations solutions. He is expert in API based data connector development, Kafka and Messaging Middleware. Anant is also an active member of several Industry Open Standard communities. He is an IEEE Senior member and serves as Program Committee Member for several IEEE and other IT conferences.