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Steve earned his BA degrees in Political Science and Theater from the UC, Irvine, an MS in Finance from Boston College and he has earned his Chartered Financial Analyst (“CFA”) and Financial Risk Manager (“FRM”) designationsYou can talk to Steve about Credit underwriting Approving Loans in our New Normal Portfolio Management in Economic stress Credit … Read more
Brian has over 14 years of experience with a focus on investment management, tax, estate, and retirement planning. You can talk to Brian about: Why financial planning becomes even more important in a bear market How to build a portfolio specific to your goals Human behavior and avoiding investing mistakes
Michael has over 27 years of experience across all markets of Foreign Exchange, and helped Leumi’s clients in various issues related to their investments.You can talk to Michael about: How to assess your Foreign Exchange exposure Evaluate hedging strategies and products Understanding markets trends and their impact: G-20 currencies, products including FX Spot, NDFs, Outrights … Read more
John has over 23 years experience in financial services, primarily in senior business management and strategy in Corporate and Commercial Banking.You can talk to John about: Fraud landscape and how to mitigate risk Automating invoice capture and vendor payments 3 ways AP automation can reduce your risk of payment fraud