Treasury Management Professionals to Know 2025

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.

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.

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

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.

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.

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.

Dynamic, customer-first product executive deeply passionate about building businesses that empower people at scale. Global leadership experience across consumer, user-centric enterprise, multi-sided marketplaces, online-to-offline, travel, and real estate domains. Functional expertise in product strategy & management, design, operations & fulfillment, and analytics.

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.

Diverse experience including international senior financial leadership roles at private and public companies, leading strategic financial planning and forecasting, operational accounting, annual budgeting, mergers and acquisitions and building and developing top talent.Joined AvidXchange in 2017 as the Chief Financial Officer. Previously CFO at Quantros, a software-as-a-service (SaaS) company in Greenville, S.C., that offers an enterprise-wide suite of applications that helps hospitals better manage the quality and safety of patient care. Prior to Quantros, was the Senior Vice President of Finance for BenefitFocus, a leading SaaS provider of benefits administration software and solutions, and the CFO for the International division of Blackbaud. Began career as an auditor at KPMG. Received bachelor’s degree in Accounting with honors from the University of South Carolina.

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)

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'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

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.

Timothy is the managing director of SEO Sydney Agency, and has been practising SEO for over 5 years. Timothy is the founder of Dealswiki a deals sharing community you can earn money from sharing deals. Ranked number 1 for term "Landvalue" in Australia in 3 months He is also the founder of Landvalue, a tool designed to help users find below-market property in NSW and QLD. At Landvalue, Timothy oversees all aspects of the business, including product development, marketing, and strategic partnerships. His expertise in SEO, marketing, and project management. Timothy's vision for Landvalue is to make it the go-to platform for property investors looking to uncover valuable real estate opportunities in Australia. As a seasoned digital entrepreneur, Timothy Yang has exited Tsikot.com and Picoworkers.net. Picoworkers.net is a freelancing microjobs platform platform with over 100,000 freelancers. Flipped it in 1 month for a 2.5x profit. During his ownership, he significantly increased Tsikot traffic by 50%, achieving 200,000 visits and 400,000 views per month. Engagement on Tsikot also tripled, with the average time spent on the site rising from 30 seconds to 1 minute and 30 seconds. Additionally, Timothy's efforts led to a substantial improvement in the site's SEO performance, with the Semrush Domain Rating increasing from 37 to 44. Notably, he authored the top Google-ranked article for "Number coding Philippines" and various other keywords, which attracted 50,000 visitors a month. I own a confidential Shopify Ecommerce site doing over $3000 a month in sales and 4000 visits a month with an Ahrefs/Semrush Domain Authority, Authority Score of 33

Jonathan is the Founding Principal of Commons Capital, LLC. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America ― three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals and businesses. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. Jonathan currently holds the Series 7, 63, 65, 66 & 24 securities licenses, as well as, Life, Health & Accident Insurance licenses. He held the CSNA designation (Certified Special Needs Advisor) through the Families of Children With Disabilities (FCWD) Program while employed with Merrill Lynch. He gained key experience addressing the complex financial issues that arise when a child or other loved one has a serious disability.Jonathan received his Bachelor of Science in Business Administration from the University of Hartford. He is the former President of the 124 Beacon Street Association Trust, lives in the Back Bay of Boston, is an avid fly fisherman and is an active volunteer with The Jimmy Fund, Dana-Farber and local charities from his hometown.

Coastal Kapital LLC is a financial services leader in commercial equipment financing and working capital. We maintain thousands of relationships with business owners, vendors, and manufacturers across the US who value partnerships as well as integrity. Our products at Coastal Kapital LLC include commercial equipment financing, working capital, merchant services, and business consulting. Coastal Kapital LLC was founded in 2007 under the original name Farhat Leasing LLC. Coastal Kapital LLC has also opened many doors for other successful account executives looking to further their careers. We are always looking for motivated individuals to help grow our business and expand their careers. Coastal Kapital LLC has relationships with over 20 funding sources to provide consultative relationships with long term solutions for each of our clients/partners.

My name is Nick O’Brien, CEO and founder of Templi, an e-commerce print and merch business that helps creatives, restaurants, and retail brands bring art into life. I’m obsessed with starting with the customer experience and working backwards and improving my abilities to develop and execute our growth strategies. Before starting Templi, I spent two years living in China, where I worked closely with manufacturers and learned the ins and outs of importing to the U.S. That experience gave me a deeper understanding of global supply chains and how to work with factories around the world. I live in Brooklyn with my wife and our two small children.

Senior Digital Product Manager learning everyday and wanting to be part of bringing great experiences to customers

Starting in the world of internet marketing in 2009 and graduating with honors in 2011 marketing has become my life. My real strengths come from the ability to see opportunities for companies to expand their marketing pursuits effectively with out of the box solutions relevant to individual industries and situations.Strengths:- Blog planning and strategic and effective linking structures- Lead cultivation and nurturing - Funnel Design- Directing marketing departments into single coordinated efforts- Identifying untapped, out of the box marketing opportunities- Coordinating asset creation and application, Product Images, Video Creation/distribution