Treasury Management Professionals to Know 2025

Product manager in the financial services division at Catena Media. Building products to help amateur traders get consistent results. Previous experience building data analysis products for global brands and running SEO and content marketing teams for digital agencies.

Product manager in the financial services division at Catena Media. Building products to help amateur traders get consistent results. Previous experience building data analysis products for global brands and running SEO and content marketing teams for digital agencies.

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

With over 24 years of hands-on experience in trade finance and banking, I help businesses navigate the complexities of International Trade with confidence. My expertise covers the full spectrum of Letters of Credit (LCs)—including Documentary Credits, Usance LCs, Back-to-Back LCs, and Standby LCs—ensuring every transaction is smooth, compliant, and risk-mitigated. I work closely with exporters, importers, banks, and logistics providers to bridge gaps and streamline cross-border deals. My knowledge spans Finance, Accounting, Banking, UCP 600, ISBP 821, Incoterms 2020, and the latest in Trade Finance—from blockchain-enabled LCs to electronic documentation platforms. Over the years, I’ve guided exporters, importers, SMEs, and entrepreneurs as they expand into international markets. Whether you’re already trading globally or just starting your export journey, my goal is to provide expert guidance and practical tools to help you reduce risks and seize opportunities in global trade.

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.

Product manager in the financial services division at Catena Media. Building products to help amateur traders get consistent results. Previous experience building data analysis products for global brands and running SEO and content marketing teams for digital agencies.

Contact:james.mcfield@roberthalf.comO: (202) 626-0130C: (443) 858-6805Founded in 1948, Robert Half is the first and leading specialized staffing firm. Whether you're a large corporation, small enterprise or a midsize business, our offices offer employment solutions tailored to your needs. We can help you attract for all your accounting and finance, technology, and office needs. Company Accolades: * Robert Half once again was named first in our industry on Fortune magazine’s list of “World's Most Admired Companies.” (March 1, 2017) * Robert Half was named #1 on Forbes’ List of America’s Best Professional Search Firms. (May 3, 2017)

James Brouillet is a Business Process Architect and digital-transformation leader who builds practical systems that scale. In financial services, he has managed complex software integrations and core/ancillary conversions, ensuring resilient cutovers, clean data migration, and tight vendor coordination. He designs and operates online banking ecosystems end-to-end—aligning digital channels with core, card, payments, fraud/AML, and CRM systems—while hardening governance, SLAs, and user experience. At A Federal Credit Union, James has played a central role in standing up a BPM program grounded in APQC and the 7 Tenets—mapping cross-functional work in BPMN 2.0 and automating with Nintex Process Manager, Power Automate, SharePoint, and Microsoft 365. Earlier, he led Application Support (vendor vetting, risk, testing, change, audit) and drove meaningful cost savings via licensing rationalization and utilization improvements. Beyond the CU, he incubates small businesses—bridging strategy, tooling, and process to achieve measurable growth. His north star: anticipate needs, exceed expectations, and make excellence a habit. Areas of Expertise Integrations & Conversions: Core/ancillary conversions, API & SSO, data migration, UAT/cutover planning Digital Channels: Online/mobile banking ops, payments, fraud/AML, CRM, compliance alignment Telephony & Automation: Contact center design, IVR trees, voice/chatbots, call-flow analytics, deflection Access Governance: Least-privileged administration, RBAC/SoD, audit readiness across 50+ apps BPM & Automation: BPMN 2.0, process lifecycle, Nintex Process Manager, Power Automate, SharePoint Change & Excellence: APQC, 7 Tenets, Prosci, Baldrige (ADLI/LeTCi), Lean/Six Sigma (DMAIC), A3, 5 Whys, BABOK SMB Incubation: Go-to-market, e-commerce ops, vendor management, cost optimization Representative Results Led multi-system integrations & conversions, delivering clean data migration, stable cutovers, and on-time launches. Online banking program leadership: improved reliability/UX while aligning with core, payments, fraud/AML, and CRM. Telephony & IVR redesign: implemented skills routing and bot deflection to lift CSAT and reduce handle time. Least-privileged access at scale: engineered RBAC for 50+ banking apps; strengthened controls and audit posture. Drove significant licensing savings via vendor negotiation and utilization improvements.

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

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

Seasoned entrepreneur with over 16 years of dynamic leadership in the software industry, specializing in Next-Gen Fintech solutions. Proven track record of delivering innovative products that revolutionize financial services. Passionate about driving technological advancements and empowering businesses to thrive in the digital era. Committed to fostering strategic partnerships and delivering unparalleled value to clients worldwide. Let's connect and explore opportunities to shape the future of finance together.

I am the General Manager of Uniwide, an international corporate service provider with headquarters in Dubai, United Arab Emirates, and offices in the Seychelles and London. I lead a dedicated team that registers companies in the UAE, Hong Kong, Seychelles, the British Virgin Islands and over 30 other jurisdictions. We offer tailored business solutions, including company formation and comprehensive compliance support for global entrepreneurs. I am committed to streamlining corporate registration so that my clients may focus on expanding their international ventures.

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

As a direct lender, we specialize in providing senior secured credit solutions to Small and Medium-sized Businesses (SMBs) in the Software as a Service (SaaS), Platform as a Service (PaaS), Internet of Things (IoT), Managed Service Provider (MSP), Health care, Biotech, and other tech-enabled industries. Our focus lies in supporting U.S. companies with tailored credit and preferred equity solutions, empowering their growth initiatives, operational enhancements, and strategic acquisitions. We cater to companies with revenues ranging from $5,000,000 to $30,000,000, offering capital solutions between $2,000,000 and $15,000,000. #saaslending #saasfinancing #revenuecapitalization #paasfinancing #revenuefunding #growthcapital #cashflowlending #linesofcreditforSaaS

I am an experienced wealth management and fintech marketing communications leader who has quantifiably shown how to drive greater demand. With over 15 years of experience delivering marketing strategies for fintechs and financial service firms, I have been sought out to create, from the ground up, the messaging and marketing programs that will quantifiably move the needle in driving brand awareness and revenue opportunities for an organization. After years of delivering marketing programs, I can anticipate challenges, get in front of them, and deliver on-time, on-budget solutions. Over the course of my career, I have had the good fortune to learn how to optimize marketing best practices and professional development. It gives me great pleasure when I am able to share what I have learned with my team and create an environment that allows for their professional growth and development.

I am highly motivated and passionate about what I do. Through my proactive approach and ever expanding network, I enable high growth and connect the best professionals within the financial technology market to the world's leading FinTech companies.Looking for a new exciting or challenging opportunity? Find me on Stone Street during happy hour or email me at brendanbray@ec1partners.com

Founded in 1948, Robert Half International (RHI) is the world's first and largest specialized staffing firm. RHI is a recognized leader in professional staffing and consulting services. The specialized staffing divisions of Robert Half International place professionals in accounting and finance; technology; office administration; law; and the creative, marketing and design fields. Robert Half International again was ranked number one in our industry on FORTUNE magazine’s list of the “World’s Most Admired Companies.” (FORTUNE, March 22, 2010)

Sabine Ghali, Managing Director at Buttonwood Property Management, Award Winning Real Estate Broker and an Entrepreneur at heart. Sabine is on a mission to help investors create real estate wealth over time in the Greater Toronto Area. Sabine is published in a number of media outlets, including Toronto Star, The Globe and Mail, Toronto Sun, Entrepreneur, Forbes, and Gulf News, among many others.

Paul is a leading Cyber Security Expert and an integral part of the SSLTrust team. He is world-renowned for his knowledge of SSL/TLS Certificates and PKI Solutions, and enterprise companies and small business clients frequently seek his expert opinion on website security.