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James joined Vertafore in 2017 to lead Corporate Development and Strategy, shepherding the company through major acquisitions and a transition in ownership to Roper Technologies. After 3+ years of steering our growth in that role, he now oversees the Product Management organization as Chief Product Officer. With extensive experience in strategy, technology, and insurance, James and his team are driving Vertafore’s leadership position in Insurance Technology.

Previously, James was a strategy consultant at McKinsey & Company in its Seattle, New York, and San Francisco offices, supporting companies in developing their strategic visions and executing commercial strategies, with a focus on financial services. James also served in a variety of finance and strategy roles in the telecommunications industry with Telus Communications, a leading Canadian telecommunications company.

The effort with NAMI-NYC comes during a pandemic that has not slowed the frenetic pace of trading and deal-making, leading employees to complain about burnout.

Sarah E. Adkisson, Esq., is a senior tax law analyst at Corvee, a software and solutions company serving tax and accounting firms. At Corvee, she works as part of the team that develops and maintains the Corvee tax planning software.

Craig Young discusses the “unsung heroes” who have inspired his path from poverty in his youth to a major executive role with the wirehouse.

Nathan McCauley is the CEO and co-founder of Anchorage Digital in San Francisco.

The CEO of The Williams Group breaks down the many complicated factors involved with discussing generational wealth transfers.

A full 98% of texts get read, as opposed to 25% open rate for emails.

Greg is a licensed financial advisor, business consultant and fintech entrepreneur with a mission to teach, inspire and guide people in areas of wealth management, business, marketing, and leadership. Greg is the director of business development for convos, Snappy Kraken’s text messaging program that helps financial advisors build deeper relationships with their prospects and clients to drive business growth and the CEO of Drozdow Financial, his financial education and services group.

With over a decade experience in financial services, Greg has helped hundreds of clients, including individuals, families and executives get to a better place financially, and has worked with some of the top financial institutions in the industry, including VOYA Financial, Penn Mutual and Prudential, to name a few. Through his experience, Greg has focused on helping other advisors on marketing and business strategy and is passionate about advancing technology and systems that improve the financial services industry overall.

Officials said when he could no longer keep his investment fraud running, Scott Nicholson admitted to his clients that their money was gone and their investment was worthless.

The strategy provides an alternate course to clients claiming their monthly checks as soon as they leave their jobs, experts say.