Commercial banking

Whitney Stewart Russell is president of digital solutions at Fiserv.

Dr. Jonathan Thorp is CEO of Quantum Connections, a leader in the science and practice of relational dynamics and human connection.

Carlos Marmolejo is CEO, Finsus.

The latest SEC Enforcement Activity report finds that the watchdog agency has only started four regulatory cases against public companies under the current presidential administration.

Mark McDonald is president of CoStar Real Estate Manager (formerly Virtual Premise), a wholly owned subsidiary of CoStar Group. McDonald joined Virtual Premise as a member of the professional services team while the company was still in the start-up phase. He also served as the leader of the field sales team during a multi-year period of hyper-growth, worked to establish implementation partnerships with the Big Four, and guided numerous F500 companies through the digital transformation of their real estate portfolios and lease accounting compliance. He currently leads CoStar Real Estate Manager's overall strategy development and operations. 

Csaba Farkas joined TMF Group in March 2021 as the head of accounting and tax consultancy services. He is an ACCA-qualified professional with several years of experience at professional services organizations in Budapest and London. He has a strong technical accounting background and, having worked as an interim financial controller in multiple engagements, has significant experience in implementing new enterprise resource planning systems in finance functions and in optimizing finance processes.

Scott Susin is the founder of the Center for Mortgage Access. Previously, he served as an economist at the Federal Housing Finance Agency.

Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.

Mindy Neira found that embracing her passions helped build a niche that fulfills her.

Reza Amin, PhD, is a visionary leader in health technology and the founder of Bastion Health, a groundbreaking digital platform redefining male healthcare through innovative technology. With a career spanning Health Tech and Med Tech, he seamlessly integrates advanced solutions with essential healthcare services, showcasing his deep expertise and entrepreneurial spirit. Amin's work continues to bridge gaps in care, transforming lives and advancing healthcare innovation.

George Tziahanas is VP of compliance and associate general counsel for Archive360.

A new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.

In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.