Excited by change, and the rapid pace of change brought about by AI, Santanu Sengupta is still committed to the finance industry. What’s your story? I have been a senior Global Banking executive, with three decades experience shaping business growth, governance, risk management, strategy & transformation at global banks. As …

Richard Okon is motivated by the challenge of turning failing businesses into successful ones. What’s your story? My 25+ year career exemplifies financial leadership and strategic turnaround. Educated in Nigeria and Spain, my work at NDIC, then PBTG Consulting intervening in many institutions ignited my passion for corporate restructuring and …

Illona Roodt has used her accounting skills to facilitate her interest in green building. What’s your story? I am a qualified accountant but always felt like a non-typical accountant. I started a general degree but chose to complete my degree that enabled me to register and qualify as a CA …

A long career in Auditing has convinced Silvana Zoto of its wider benefit. What’s your story? For 3 years I have been working as the Group Head of Internal Audit in an international company dealing with micro loans for consumers in seven countries in Europe and Africa. Prior to that, …

Finance was not Rishi Oberoi’s dream career, but he has embraced it and found it extremely satisfying. What’s your story? On the surface, I am a leader in banking and finance having spent a couple decades in the field. I love what I do but this is not how I …

The desire to help others grow their companies through increased funding is what motivates Jeffrey Liu What’s your story? I’m the co-founder and CEO of Jenfi, a fintech company that provides revenue based financing to digital native companies in Asia. In short, we help ecommerce and consumer technology companies grow …

Vicki Beltz is committed to introducing her clients to unexpected ways of securing their wealth. What’s your story? After another market correction, I questioned ever getting to “enough.” I couldn’t afford losing what I was working so hard to save. A friend suggested life insurance. “No way! Everyone knows whole …

Not daunted by his youth, Phil Friedrich started his financial planning practice whilst still in his teens and helping others generate wealth remains his mission. What’s your story? At 19 years old I started a financial planning practice. Today I run a practice where we represent clients in 33 states. …

Having worked his way through retail banking into wealth management, James Woodfall decided to start out on his own, and still finds the industry exciting. What’s your story? After I left school I started working in retail banking and worked my way into wealth management. I studied whilst working and …

Alene Poh’s move from flight attendant to wealth consultant gave her the opportunity to change her life and the lives of others. What’s your story? I used to be an air stewardess, then I moved from the airline industry to the finance industry as a Private Wealth Consultant. I did …