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.

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.

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

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.

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

With over 20 years in international recruitment, I specialise in Crypto, Blockchain, and Web3 technologies. I've established and led businesses, building tech and non-tech teams from the ground up. My multilingual skills have connected top talent with companies across the UK, Europe, Israel, China, and the US. As Director at RecruitBlock, I've built high-performing teams for startups and scale-ups in emerging tech. Under my leadership, RecruitBlock was recognised as a Top Leading Company to Watch in 2024 by Biz Tech Outlook. In 2024, we received the FinTech Award for Crypto & Blockchain Recruitment Service of the Year in the UK, highlighting our commitment to tailored recruitment solutions. Our collaborations include partnerships with Gate.io, a global cryptocurrency exchange, and Pudgy Penguins, a prominent NFT collection. I'm passionate about inclusive talent acquisition and the benefits of AI and technology. I actively foster inclusive environments and have spoken at international events on talent acquisition strategies. My certifications, including MCIPD and PPA-certified psychometric assessor, reflect my commitment to high recruitment standards. I also organise Crypto Meetups in Gibraltar, promoting networking within the blockchain community. Additionally, I write a blog on recruitment within the Crypto, Blockchain, and Web3 sectors, covering talent acquisition strategies, organisational culture, salary trends, and data analytics.

With over 30 years of experience in the forging and import business, we can offer the best prices and delivery on a wide variety of steel and alloy products.

David Chen is the Chief Technology Officer of DataNumen, a global leader in data recovery software. With extensive expertise in software engineering and data recovery technologies, David leads the company's technical vision and innovation strategy. He oversees DataNumen's research and development initiatives, driving the creation of cutting-edge solutions that address complex data loss scenarios across various platforms. Under David's technical leadership, DataNumen has developed proprietary algorithms and methodologies that achieve industry-leading recovery rates for corrupted files across numerous formats. He directs the company's engineering teams across global offices in the UK, US, Hong Kong, Germany, and Australia, fostering a culture of technical excellence and innovation that serves clients in more than 240 countries. David works closely with Fortune Global 500 companies—including Toyota, FedEx, HP, Procter & Gamble, and Dell—to understand their evolving data protection challenges and develop tailored technical solutions. His contributions to DataNumen's SDK have been instrumental in enabling seamless integration of the company's recovery technologies into enterprise systems worldwide. Through his technical expertise and forward-thinking approach, David continues to strengthen DataNumen's position as an industry pioneer in data protection and recovery technology.

I’m Paul Owen, FCA, an Economics graduate from Exeter, and a FinTech alumnus from Oxford. With 20+ years in senior finance roles at PwC, T-Mobile, and FTSE 100 iGaming firms, I’ve seen first-hand the cost of hiring mistakes. So, what led a numbers guy into the world of people? The realisation that success is about more than just numbers, it’s about the right talent. In 2017, I launched RecruitBlock to help web3 and blockchain startups build world-class teams that drive innovation. With a unique mix of financial insight and recruitment expertise, I’ve helped businesses grow by placing the right people in business-critical roles. I know that hiring isn’t just about filling seats, it’s about finding those who will make an impact, fast. I’ve built teams that thrive, and I bring this same focus to every search. I’m also an international speaker, regularly sharing my insights on the power of people in web3 at global events, including Zebu Live in London, and crypto meetups around the world. My mission is simple: connect groundbreaking companies with the right talent quickly, effectively, and affordably. Because getting recruitment right is the key to unlocking business potential. The right talent drives performance, fuels innovation, and sets the stage for lasting success.

For over 30 years, Jim has been a change agent in the nonprofit and public sectors. Just recently, he finished his 7th interim executive position. Jim was the Interim CEO of the Yerba Buena Center for the Arts, a visual and performing arts center in the heart of the cultural and convention district of San Francisco. There, he helped reduce a projected $4M deficit to $600k surplus and built back trust with the staff after a major public relations crisis. Previously, Jim was the Interim CEO of Downtown Streets Team, a nonprofit rated as one of California’s top five evidence-based best practices in transitioning the homeless to self-sufficiency. Over 18 months, he turned an $800,000 deficit into a $500,000 surplus while also paying off a third of their debt. Previously, he served as the interim executive director of five other nonprofits. His additional positions include acting as the Chief Communications Officer for the American Red Cross in Colorado, the interim Chief Operating Officer for More than Me (an international nonprofit for girls in Africa), and the Chief External Relations Officer for the Minnesota Zoo. In addition to his nonprofit work, Jim is passionate about good government. Jim was the VP of Strategy at CivicMakers, a San Francisco government innovation consultancy. There, he co-facilitated a three year strategic roadmap for the City of Hayward and designed process improvements for over 40 internal procedures for the City of Berkeley. As a 2014 Humphrey School Policy Fellow, 2013 White House Innovation Fellow finalist, and winner of the 2012 Minnesota Idea Open, he has been recognized for excellence within the public sector. Jim holds a master’s degree in public policy from Duke University and a bachelor’s degree in political science and communications from the University of Pennsylvania.

Sales and tech strategist driven to the front lines of the fintech evolution within the mortgage lending industry. Ambitiously working to create new opportunities, simplify processes, and pioneer modern solutions. Over 15 years of experience in the financial industry as an executive, strategist, consultant, trainer and team developer. •Founder of Liberty Financing LLC Previously: •Chief Strategy Officer at American Financing Corporation •Investment Advisor at Charles Schwab Knowledge and in depth experience ranges across technology innovation and integration (API, AI, Web design, SEO, SaaS), marketing, mortgage lending, business development, sales training, project management, data analysis and financial analysis. I’m passionate about providing the absolute best experience for our customers and the most rewarding career opportunities for our hard working high quality team members Current NMLS MLO State Licenses. Previously held FINRA Series 7 & Series 66 Licenses, Life and Health Insurance License, and Accredited Asset Management Specialist designation from the College of Financial Planning.

Blake Morgan serves as Managing Partner of Mineral Vault following a career at Google, and, more recently, 10 years experience in mineral interest acquisition and management at Allegiance Oil & Gas and Anthem Oil & Gas. Mr. Morgan is a graduate of The University of Texas at Austin, where he received an academic scholarship to obtain his degrees in Business Honors & Finance. He is a native of Midland, Texas.

Paul Gillooly is a financial specialist and the Director of Dot Dot Loans, with over ten years of experience in subprime lending. With extensive knowledge of consumer finance in the UK, Paul is a reliable individual in the bad credit lending sector. At DotDotLoans.co.uk, he helps individuals with poor credit scores find appropriate lenders who can provide financial help. Paul also offers guidance on improving financial management and building better credit scores.

Robert Chen is the Chief Information Officer of DataNumen, a global leader in data recovery software. With a strategic focus on information systems and digital infrastructure, Robert ensures the seamless operation of DataNumen's global IT framework across offices in the UK, US, Hong Kong, Germany, and Australia. His leadership in implementing robust information management practices supports the company's mission to deliver exceptional data recovery solutions to clients in more than 240 countries. Robert oversees DataNumen's internal data security protocols and cloud-based service architecture, establishing a resilient foundation that enables the company to practice what it preaches in data protection. His expertise in enterprise information systems has been instrumental in developing scalable IT solutions that support DataNumen's growth while maintaining the highest standards of data integrity and security. Working alongside Fortune Global 500 clients—including Toyota, FedEx, HP, Procter & Gamble, and Dell—Robert provides valuable insights on information governance and disaster recovery planning. He leads cross-functional initiatives to align DataNumen's IT infrastructure with evolving customer needs and regulatory requirements worldwide. Through his commitment to operational excellence and innovative information management strategies, Robert strengthens DataNumen's reputation as a trusted partner in data protection and recovery across the global marketplace.

Earl Yaokasin, CFA, is an investment manager who runs WealthArch Investment Services in Pasadena, CA. He is a fiduciary with over twenty years of experience, and whose entire personal portfolio is managed by the firm in the same investments as the company’s clients. His firm focuses on value investing, similar to Warren Buffet’s successful approach, and disciplined strategies designed to create growth with downside protection, enabling clients to move steadily towards their life goals and aspirations with confidence.