Capitalist Culture’s Post

10 Years at US Bank: My Journey from CFO to Wealth Management Expert Join me as I share my experience working at US Bank for a decade and transitioning from my role as a CFO to becoming a wealth management expert. Discover the challenges and insights gained along the way. #USBankExperience #CFOtoWealthManagement #FinancialIndustryInsights #WealthManagementExpert #CareerTransition #BankingSector #FinancialServices #WealthAdvice #BankingExperience #ProfessionalGrowth

10 Years at US Bank: My Journey from CFO to Wealth Management Expert Join me as I share my experience working at US Bank for a decade and transitioning from my role as a CFO to becoming a wealth management expert. Discover the challenges and insights gained along the way. #USBankExperience #CFOtoWealthManagement #FinancialIndustryInsights #WealthManagementExpert #CareerTransition #BankingSector #FinancialServices #WealthAdvice #BankingExperience #ProfessionalGrowth

Climbing the career ladder is a marathon and not a sprint Treasury has always been a niche area, but it is no longer limited to a back-office role dealing with cash management. In the wake of the financial collapse of 2008, treasury has become a far more strategic role in any organisation, covering all aspects of financial operations. Treasurers are increasingly seen as owning financial risk management and thus dictating corporate strategy. Their place at the top table means that C-suite positions are increasingly open to them, but also that their skill sets need to develop accordingly. Understanding the risks is no longer enough; the ability to communicate with external stakeholders is now essential. This is the first paragraph of an article I wrote, read the full article on my website blog via the link in comments below. #treasury #treasuryanalyst #treasuryjobs #treasuryrecruitment #treasurytalenttv #treasurytalent

"Thrilled to have completed HSBC's Investment Banking Job Simulation via Forage! Gained hands-on experience in financial analysis, valuation, and strategic advisory. Excited to apply these insights to real-world challenges! #InvestmentBanking #FinancialAnalysis #Forage #HSBC"

Good morning, Are there any M&A bankers in my network (Associates / VPs) that are looking to pivot away from front-office IB to a more strategic, operational role (still working within an IB). If this sounds like it could be of interest, please don’t hesitate to drop me a message! #investmentbanking #corporatefinance #operations #strategy

This CFO has a proven track record in raising BILLIONS. And it changed everything for this challenger bank. (This is why the right CFO is so important) When challenger banks enter the critical Mobilisation Phase,  three key factors determine their success… 1. Securing regulatory approval 2. Proving they can manage investor funds 3. Raising capital Fail on any of these, and you're staring down MILLIONS in costs or worse—complete shutdown. That’s why finding the right CFO is absolutely crucial. But here’s where it gets tricky Competition for top talent amongst challenger banks is fierce! One of my clients hit this wall. After months of searching, their CEO reached out, desperate for a solution. I laid it out straight: My approach is different to most recruiters, but it gets results. Trust the process, and I’ll find you the right candidate. The CEO took the leap. In just over a month, we landed a powerhouse CFO with an impressive track record: - CFO at a Clearing Bank: Took them from pre-revenue to a licensed unicorn. - CFO at a Government owed Bank: Managed a colossal investment portfolio and secured £50B+ in COVID response products. - CFO at a leading Investment Bank: Led the $40B recapitalisation of Lloyds. Fast forward a year, and this CFO has been instrumental in raising the funds needed for the bank to expand its operations. Spend time finding the right CFO. It could literally make or break your business. 

Financial Tip Tuesday: Building a Rewarding Career in Wealth Management Are you passionate about helping clients navigate market volatility and preserve their wealth? At Centura Wealth Advisory, we’re committed to providing top-tier financial strategies that protect and grow our clients’ investments, even in uncertain times. Why Join CWA? 1. Diverse Opportunities: Work with a wide range of asset classes and high-net-worth clients to build robust, diversified portfolios. 2. Commitment to Excellence: Join a team that prioritizes delivering exponential value to its clients. 3. Ongoing Development: Benefit from continuous learning and regular reviews of market trends and financial strategies from our leadership team. 4. Long-Term Vision: Be part of a firm that focuses on long-term client relationships and sustainable wealth growth. At Centura Wealth Advisory, we specialize in creating resilient tax-efficient financial plans that help our clients achieve their financial goals. If you’re ready to make a meaningful impact in the world of wealth management, we invite you to explore a career with us. 🔗 Explore Careers with Us: [Link In Comments] #FinancialTipTuesday #WealthManagementCareers #JoinOurTeam #CenturaWealthAdvisory #CareerGrowth #CareerOpportunities #CollaborateWithCentura #UHNWManagement #LiberatedWealth

🚀 **Recently Completed Citi's Finance Simulation at @[Forage](urn:li:organization:68514998)!** 🚀 In this dynamic and immersive experience: 📊 **Key Achievements:**   - Led crucial tasks within Citi's Finance team, contributing to the strategic financial landscape.   - Skillfully summarized key performance indicator movements, offering actionable insights to senior management. #FinanceLeadership #StrategicAnalysis 💼 **Financial Analysis Expertise:**   - Evaluated minimum capital adequacy ratios for operating units, demonstrating a meticulous approach to financial health assessments.   - Applied the FRB's methodology to calculate the risk-weighted asset's value, showcasing proficiency in regulatory compliance. #FinancialAnalysis #RegulatoryCompliance 🔍 **Strategic Forecasting:**   - Proactively analyzed the potential impact of the Omicron variant on 2022 credit card sales, aligning financial strategies with emerging market dynamics. #StrategicForecasting #MarketAnalysis 📈 **Risk Management Prowess:**   - Crafted a compelling PowerPoint presentation for the Country Treasurer team and CFO, effectively summarizing financial risk triggers. #RiskManagement #FinancialCommunication 🌐 **Dedication to Learning:**   - Passionate about continuous learning and staying at the forefront of financial trends and innovations. #ContinuousLearning #FinancialInnovation

Useful post - The key is to really understand how the business works and a great CFO will take the time to truly understand it

Over the span of 2020 to 2023, I&M Group has demonstrated a consistent upward trajectory in key metrics, showcasing notable advancements in profit after tax, revenue, assets, and dividend per share. Each passing year has marked a significant improvement across these vital indicators, reflecting the company's robust growth and strategic management. I&M Bank Ltd #financialperformance #businessgrowth