Vishnu Sidharth Project Manager adept at planning, organizing business operations, financial oversight and resource management to achieve smooth flow and project operations. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance. Kochi, Kerala, [email protected] Experience Project Management Program Management Agile project management Analytical and Critical Thinking Team Leadership & Development Budgeting /Financial Planning Change management Vendor management Certification Certified ScrumMaster® Work Experience Project Manager, PMO • EY India MarchPresent Planned

AG AprilDecember 2020 Zurich, Switzerland President • Point72 FebruaryMarch 2018 Leadership and day-to-day operations. Member of The Board of Advisors • Singtel JanuaryDecember 2016 Singapore Senior Partner • McKinsey & Company JulyDecember 2013 New York, NY Marketing Manager • General Electric JuneAugust 1990 Marketing Manager in Pittsfield, MA EducationUniversity of Virginia Darden School of Business Business Administration and ManagementWest Virginia University Mechanical Engineering Skills Finance Financial Analysis Financial Reporting Leadership communication skills Strategic Planning Team Management Financial Modeling Finance + Accounting Financial Services Financial Management Financial Statements Financial Accounting Financial Planning Financial Reports Hedge Funds Hedge Fund Languages English — Native or Bilingual

Sigma business honor society. After earning his bachelor of science, he continued his education at the College of Financial Planning in Denver, Colorado, where he earned his certified financial planner (CFP) designation inIn addition, Roger Gales studied theology at Fuller Seminary. He is a licensed California real estate broker. Long Beach, CA, US Work Experience JanDec 2019 Pastor Heritage Christian Fellowship JanDec 1996 Field Staff Church Resource MinistriesFinancial Planner Security Financial Advisors Education JanJun 1986 College of Financial Planning, Denver Financial Planning JanDec 1982 Bachelor of Science (BS) California State University Long Beach Finance / Real Estate

and their families. The Schwitzer-Grossman Group at Morgan Stanley was so impressed with her abilities that they asked her to join their team as a partner inGenai focuses on investing for high net worth clients, their families and businesses, corporate executives, professional athletes and their families, and providing financial planning and risk management. Texas, USA http://genaislife.blogspot.com/ Work Experience Financial Advisor, Financial Planning Specialist • Morgan Stanley MarchPresent In 2014, Genai came to Morgan Stanley to provide financial planning for affluent individuals and their families. The Schwitzer-Grossman Group at

Andrew Costa Andrew Montgomery Costa is a retirement planning and financial professional working in the Fort Lauderdale area of Florida. He has been able to work his way to the top thanks to his understanding of all levels of the financial industry. It's been his pleasure to service the communities that most need financial advice, and aid in the development of thousands of followers via 'The Global Wealth Show' and other mediums. He is a very opinionated financial professional, and seeks to provide others with the experience that has been the source of his success.

to understand both how big and how small the world is all at once. Bryan fully immerses himself in the culture of each country he visits. Aside from traveling, Bryan enjoys listening to music, catching up on the latest movies, and fitness. Experience Senior Vice President, Certified Financial Planner, Chartered Retirement Plans Specialist | OctoberPresent Wealth Management Advisor working with high net worth families, businesses and institutions. PMD Coach responsible for training and educating the next generation of Merrill Lynch Financial Advisors. Specialties Estate Planning Financial Planning Intergenerational Wealth Planning Business Succession Planning Commercial Loans 401

as well as private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning. Work Experience Managing Director - NovPresent Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning. Executive Director - SepNov 2015 Oppenheimer & Co. Inc. Senior Vice President - NovDec 2012 Wintrust Wealth Management. Wealth Management Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago