Meet feature guests of the 2016 Banking and Finance Networking Forum being held on Thursday, April 07 at Vertigo Sky Lounge - rooftop indoor/outdoor lounge at the Dana Hotel and Spa Chicago.
Olga Camargo, Managing Director, Toroso Investments
Olga is Managing Partner at Toroso Investments, LLC, a registered investment advisor firm. Toroso is committed to providing its clients with strategies that allow them to express their economic point of view, consistent with their risk tolerance and time horizon, through core asset allocation and income strategies that are intended to perform well in all economic climates. Olga provides investment advisory and retirement plan advisory services to clients, which include high net worth individuals, business owners, public and private corporations, public sector entities, and not-for-profit entities and foundations.Olga is frequently called upon by some of the fastest growing businesses and policymakers to provide her unique perspective.
Olga has 17 years of financial services industry experience. Prior to joining Toroso Investments, she was a Senior Vice President with Mesirow Financial co-leading an investment advisory practice specializing in culturally-relevant financial services to minority markets. Prior to that, Olga was at JPMorgan Chase and Thomson Reuters. Olga was appointed by Mayor Rahm Emanuel to The Metropolitan Pier and Exposition Authority Board. She also serves as a member of The Metropolitan Planning Council Board of Governors and its investment committee; serves on the finance committee for Frances Xavier Warde School; and, is a member of The Rotary Club of Chicago, and a member of New America Alliance's American Latina Leadership Caucus.
Andrés Baltazar, Financial Advisor, Growth and Development Director, Northwestern Mutual
Andres began his career with Northwestern Mutual through their internship program in 2006 and has been working there ever since. He had a fast start upon going full time, setting a record—at the time—for the amount of clients he acquired within his first year.
He works with physicians, business owners and other successful professionals. He helps them with their investments, retirement and insurance planning. While most of his time is still dedicated to working with clients, he is also the Growth & Development Director for their Northshore office. In this role, he coaches, mentors and helps the development of new advisors. In the near future, he will be spinning off his own office in West Loop area in Chicago.
A native of Jalisco, Mexico—Andres attended DePaul University where he studied Finance and Marketing.
Gil Gomez, Vice President for the Private Client Group, PNC Bank
Gil Gomez is the Vice President and Team Leader for the Private Client Group at PNC Bank which launched in Chicago & Wisconsin in 2010 and built the team from ground zero. He is responsible for leading a team of Relationship Managers to improve the financial well being of PNC clientele and manages a portfolio of over $675,000,000 in total assets. With 20 years in banking and financial services, his career also includes 17 years of managerial experience.
Throughout his career, Gil has been dedicated to employee development which has resulted in the promotion of 34 subordinates to further their career progression. He has also led Hispanic Affinity Initiatives for multiple institutions for more than 10 years, enhancing the client experience among the Latino communities throughout the Chicagoland area.
Gil obtained a Bachelor of Science from the University of Illinois at Urbana-Champaign. He also holds series 6 & 63 investment licenses through FINRA.
Kenia Leanos, Vice President, DeLeanos Financial
Kenia is the Vice President of DeLeanos Financial, she has been in the industry as a financial advisor for over 4 years bringing financial benefits to the Hispanic Community. She is in charge of the ins and outs of the firm as well as the administrative aspect of the business.
Despite her young age, she has a background in fashion business and business management as well as a variety of Financial Licenses. She is also the Founder/President of a recently launched Non for Profit Organization, Papa Proto Foundation, which helps the less fortunate in the Chicagoland area.
She is an occasional co-host for the radio show, Tu Familia y Tus Finanzas on 850 AM. She will also soon begin her journey as an author, as she was invited to share her success story alongside other women entrepreneurs.
Noel Navarro, Human Resources Business Partner, BMO Harris Bank
Noel Navarro is Human Resources Business Partner at BMO Harris Bank for the legal, compliance and audit portfolios in the US. 19 years ago he began his career as a part time teller at 1st Chicago Bank, aka Chase Bank and has worked at various capacities in the banking industry, including leadership roles in regional banks such as at LaSalle Bank, aka Bank of America and US Bank.
His experience includes more than 15 years of expertise in personal and commercial banking. Locally, Noel has been a member of various non-for-profit organizations in Chicago, representing diversity in our local communities and the banking industry. Currently he is the co-chair of Latino Alliance at BMO Harris Bank working with other affinity groups including African American League of Professionals (AALPS) and Asian American Coalition of Employees (AACE). He has partaken in numerous diversity & inclusion initiatives, with the most recent of aligning strategies US and Canada.
Noel earned a Bachelor of Science with a dual major in Business Administration and Operations Management from DeVry University in Chicago and an MBA with an emphasis in Human Resources Management from Keller Graduate School of Management.
Cesar Rodriguez, Director of Finance - Specialty Channels Group, Kellogg’s Company
Cesar Rodriguez is Finance Director of the US Specialty Channels Business at the Kellogg Co. He has more than 20 years of diversified and international experience, with extensive experience in Auditing, Financial Planning, Analysis, Control and Reporting. Cesar has a proven record of significant achievement in driving the business to enable profitable growth, strategic planning, financial analysis and development of his staff.
Prior joining to Kellogg, Cesar has held various Finance and Operations roles, such as Global Category Finance Director, Regional CFO and Commercial Finance & Operations Director in the US, Latin America and Europe within Logitech INC and Eastman Kodak . Cesar started his career in Arthur Andersen & Co. in the audit and consulting practice.
Cesar holds a Masters of Business Administration from Instituto Tecnologico de Monterrey, Mexico, and a Bachelor’s degree in accounting from Instituto de Estudios Superiores de Occidente, Mexico.
Don't miss out. Time is running out to register. The Banking and Finance Networking Forum is this Thursday. Secure your registration today!
Comments