Tag Archives: financial services

Catherine Cronin

11 Tuesday Apr 2017

Posted by in Business, Finance

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Title: Owner

Company: Cronin Associates

Location: Falls Church, VA

Falls Church, VA, February 17, 2017, Catherine Cronin, Owner of Cronin Associates, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in financial services.

Specialized in financial services, Ms. Cronin started out her career providing financial planning for banks. She worked at the Republic National Bank of New York for a number of years in the lending department. With her own company, she consults for financial clients. With fluency in French, she has extended her reach in the financial industry. She specializes in understanding the wants and needs of clients and banks. Displaying incomparable strength, Ms. Cronin connects with prospective clients, builds rapport and negotiates benefits.   Continue reading →

Rosanna K. Publow

19 Tuesday Apr 2016

Posted by in Consulting, Finance, Uncategorized

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Publow, Rosanna 1973297Title: Financial Advisor

Company: R.K. Publow Advisory Group

Location: Eastern Ontario, Canada

Eastern Ontario, Canada, March 29, 2016, Rosanna Publow, Financial Adviser at R.K. Publow Advisory Group, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in financial services.

After working in politics for five years, Ms. Publow turned to the financial industry, where she had watched her father work for 27 years. Working in finance allows her to interact with clients, an aspect of the job she greatly enjoys. She began in financial services and also obtained a life insurance broker license. Prior to opening her own firm, Ms. Publow worked as a financial advisor for Performins Canada Inc., and used her talents to assist clients in choosing investments, life insurance products, tax reductions and retirement security. Continue reading →

Rachelle D. Wilson, B.Ed.

28 Monday Mar 2016

Posted by in Business, Consulting, Finance

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Wilson, Rachelle 1973334Title: Director

Company: ATB Financial

Location: Calgary, AB, Canada

Calgary, Alberta, Canada, March 8, 2016, Rachelle Wilson, Director of ATB Financial, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in risk management and financial services.

With nearly three decades of experience, Mrs. Wilson brings her expertise in risk management to ATB Financial. For two years, Mrs. Wilson has provided oversight to retail risk and loss management, and defining, formulating and executing strategies for operational risk management across Retail Financial Services (RFS). Additionally, Mrs. Wilson is committed to pursuing knowledge and application of the best practices in operational risk management, specializing in RFS composition and complexity. She maintains affiliation with the Global Association of Risk Professionals and has goals to teach risk management with adult learners. Continue reading →

Nicole Gadbois-Lavigne

28 Monday Mar 2016

Posted by in banking, Consulting, Uncategorized

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Title: Financial Services Consultant

Company: NGL Consultant Inc.

Location: Montreal, QC, Canada

Montreal, Quebec, Canada, March 3, 2016, Nicole Gadbois-Lavigne, Financial Services Consultant of NGL Consultant Inc., has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in banking and investment.

With a career spanning more than three decades, Ms. Gadbois-Lavigne has accumulated a wealth of knowledge. She specializes in mandates covering unit management, market trends, start-up preliminary analysis, industry surveys and business process management. As a former broker and banker, she combines these skills to her current position. Her ability to navigate capital markets and small banking practices to large branch operations makes her a versatile and highly coveted consultant. She is associated with the Financial Women’s Association of Quebec and the Association des MBA du Quebec. Continue reading →

Claire C. Faulkner

18 Monday Jan 2016

Posted by in Insurance

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Title: Insurance Agent
Company: State Farm Insurance Company
Location: Oklahoma City, OK United States

Oklahoma City, Oklahoma, December 21, 2015, Claire C. Faulkner, Agent at State Farm, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in insurance services.

Displaying unparalleled customer service and masterful ability as a communicator, Ms. Faulkner succeeds at providing her clients the options that suit their personal needs. Specialized in life, retirement, property and casualty insurance services, Ms. Faulkner delivers the coverage clients seek. After joining State Farm in 2006 she has grown from continued success and strives to continue in this capacity in the coming years.

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Kathleen Strobel

18 Monday Jan 2016

Posted by in Finance

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Strobel, Kathleen 1880692Title: Mortgage Banker
Company: BMO Harris Bank
Location: Sarasota, FL United States

Sarasota, Florida, December 18, 2015, Kathleen Strobel, Mortgage Banker at BMO Harris Bank, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in financial services.

Recognized for more than 35 years of invaluable contributions in the financial industry, Ms. Strobel entered the profession due to her love of the field. She finds joy in helping others and aiding them in reaching their goals. The variety of her work keeps her interested and invested in her position as no two days are the same. She strives to find the right loan for clients and to do so at the most competitive rate. Her specialty is in providing funds of purchases and securing the money for new construction loans.

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Jean R. Musselman

05 Tuesday Jan 2016

Posted by in Accounting, Finance

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Musselman, Jean 858569Title: Tax Preparer, Senior Tax Advisor Level V
Company: H&R Block
Location: Billings, MT United States

Billings, MT, December 8, 2015, Jean Musselman, Tax Preparer and Senior Tax Advisor Level V at H&R Block, has been recognized by Elite Women Worldwide, for dedication, achievement and leadership in financial services and accounting.

Recognized for more than three decades of invaluable service as a tax preparer and advisor, Ms. Musselman is proficient in an assortment of tasks related to state and business tax preparation. In this position, Ms. Musselman assists new and prospective clients and also teaches advanced programs at H&R Block. She instructs her coworkers in an assortment of schedules, including business, farm, C’s and international. She received the Most Valuable Professional Award due to her work with H&R Block.

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Nancy A. Leming

02 Wednesday Dec 2015

Posted by in Finance

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Title: Director of Private Banking
Company: First Merchants Trust Company
Location: Indianapolis, IN United States

Indianapolis, IN, November 19, 2015, Nancy Leming, Director of Private Banking for First Merchants Trust Company, has been recognized by Elite Women Worldwide for dedication, achievements and leadership in financial services.

Successful because of her drive and hard work, Ms. Leming brings with her more than 21 years of experience in the financial field. In her career, she has worked in many aspects of banking, from starting out as a teller, progressing to wealth manager and now the director of private banking. In her role, she manages high-end portfolios, financial wealth management and portfolio assessments. Ms. Leming also oversees secure and unsecured loans, while monitoring and maintaining client relationships.

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Vicki L. Bonardi

30 Monday Nov 2015

Posted by in Finance

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Company: Opes Advisors
Title: Vice President of Compliance
Location: Dublin, CA

Dublin, CA, November 18, 2015, Vicki Bonardi, Vice President of Compliance for Opes Advisors, has been recognized by Elite Women Worldwide for dedication, achievement and leadership in financial services.

Ms. Bonardi entered the financial services industry three decades ago with a passion for working with and helping people. She has since cultivated a thorough understanding of the field through serving in a number of different roles. Her areas of expertise now include mortgage banking and lendng, underwriting, loan origination, and due diligence. She also possesses strong skills in strategic planning, team building, operations management, business analysis and process improvement.

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Sara Blackburn

23 Monday Nov 2015

Posted by in Finance

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Title: First Mortgage Operations Manager
Company: CEFCU
Location: Teakan, IL United States

Teakan, IL, October 21, 2015, Sara Blackburn, First Mortgage Operations Manager for CEFCU, has been recognized by Elite Women Worldwide for dedication, achievements and leadership in financial services.

“My greatest accomplishment is being able to meet the constant changes that arise in the financial world,” says Ms. Blackburn, who brings with her more than two decades of experience in the banking field. She demonstrates an expertise in mortgage lending, loan origination, residential mortgage, refinancing and loan servicing. Additionally, she shows her aptitude for strategic planning, operations management, compliance and process improvement.  As a woman in today’s world, Ms. Blackburn excels by remaining headstrong, hardworking and passionate.

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