Finance

Lisa Garcia Drake Brenda Tarjan SageView Advisory Group
Brenda Tarjan and Lisa Garcia Drake Cultivate Community at SageView Advisory Group

Retirement plan leaders Brenda Tarjan and Lisa Garcia Drake share their career journeys, passions for their roles, and the company’s commitment to Latino representation

Jerry Plush
Jerry Plush and Amerant Bank Expand Commitment to Latino Community

Jerry Plush, chairman and CEO of Amerant Bank, shares his company’s vision and rationale for recent partnership with LiS: Latinos in Sports

A bunch of numbers and arrows layered over each other in the color blue
Finance News Roundup, May 17

Mortgage updates, crypto outlooks, and Latin American market analysis—your window into this week’s finance news roundup

Finance
10 Things Every Finance Leader Should Know

Here are ten tips to help finance leaders succeed

Various graphs overlayed over each other, with a red hue
Finance News Roundup, April 19

This week’s finance news roundup explores Latin American markets and fintech expansion, rising mortgage rates, and Latino tech investors

Gabriela Ramirez. UBS
Gabriela Ramirez Is the Great Connector

Recruiting is more than a job for Gabriela Ramirez, who finds purpose in changing lives and forging deep bonds that can last a lifetime

Four women of color sit at a table, working on their computers or on various printed-out finance documents
Finance News Roundup, April 5

This week’s finance news roundup explores the Federal Reserve raising interest rates, inflation concerns, and Latin American fintech on the rise

Antonio Castanon. Citi
Antonio Castañon on a Legacy of Mentorship at Citi

How Antonio Castañon prioritizes mentorship and promotes diversity and inclusion in the organization.

Coworking space
10 Coworking Spaces to Check Out in Chicago

Explore ten Chicago locations that offer coworking space, amenities, and more for productive work

Finance News Roundup, March 22

This week’s finance news roundup covers Reddit’s stock market debut, mortgage rates on the rise, and more

Issac Torres. InterCambio Express
Isaac Torres Expands InterCambio Express into California

Founder and President Isaac Torres shares the successes that the money transfer company has seen over the past eight years, including its endless mobile app improvements

Mara Garcia Kaplan. Wells Fargo
Mara Garcia Kaplan Learns to Trust Her Gifts at Wells Fargo

How Wells Fargo SVP Mara Garcia Kaplan paves a path for Latinas

Antonio Morales. Sensormatic
Antonio Morales Shares the Secrets to a Successful Business Transformation

With decades of experience within finance, Antonio Morales dives into the ingredients to a triumphant business transformation

Yanina de Vargas
Yanina de Vargas Bet on Success in the US—and Won

Vice President of Finance Yanina de Vargas shares her journey to the US from Argentina and how she mentors the next generation of leaders

Harold Castro
Harold Castro Measures Success in a Different Way

A first-generation college graduate who found a path in finance and accounting,
Harold Castro measures success in happiness and balance rather than in dollars and titles

Carmen Candelaria
Carmen Arrieta-Candelaria Fulfills Her Own Promise to the Public

Carmen Arrieta-Candelaria reflects on family and a passion for service that has made her a public education advocate at Fort Worth Independent School District

Jeffrey Mercado
Jeffrey Mercado Banks on Education

From his own schooling to supporting local scholarship programs, Jeffrey Mercado recognizes the value of education and building strong relationships

Eduardo Muniz Upstart
Eduardo Muniz on the Success of Upstart’s Digital-First Model

As vice president of people operations, Eduardo Muniz helps Upstart scale its workforce with a technology-enabled HR team

Matias Benitez Capital One
Matias Benitez Champions Capital One’s Tech-Focused Vision

As vice president of software engineering, Matias Benitez supports Capital One’s innovative tech and building Hispanic talent

Eva De La Rosa
Eva De La Rosa Helps Lower the Barriers to Investing at BlackRock

Eva De La Rosa talks about getting more Latinas on Wall Street, her passion for investing, and owning your career path

JoAnn Duran Citco Fund Services
JoAnn Duran Learns to Give Herself Room to Grow

To become a more present and connected leader at Citco, HR expert JoAnn Duran made 2023 her year of self-discovery