Finance & Data

Douglas is a Senior Advisor and a Limited Partner with BBH Capital Partners, the oldest partnership bank in the U.S. Working mostly with Private Equity and Corporate Advisory, Douglas walks us through the process for both as well as advises …

Sandra is the Managing Director and Senior Financial Advisor at Wescott Financial Advisory Group. Her main goal is to help her clients develop financial strategies for investing, retirement, tax planning, and more.

Laura is the City Auditor for the city of Long Beach, CA. Now in her third elected term, Laura runs us through a busy day in the City Audit office as well as gives us a thorough run-down of an …

Paul is the Senior Vice President and Managing Director of Portfolio Management for US Bank. Based out of Nashville, TN, Paul is an investment specialist, managing multi-million dollar portfolios for high net-worth families, foundations, and sports and entertainment clients.

Meeten is a business analyst with a major financial institution. Based out of Wilmington, DE, his main focus is analyzing and reporting on big data analytic trends for the CEO.

Dawn is a Senior Sales Manager with Erie Insurance. Based out of Richmond, VA, Dawn’s main responsibilities are to assistant her region’s sales team with marketing, training, and joining in on joint sales calls.