최고 Executive Advisor 팟캐스트 (2024)

1
From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis 43:40

7M ago43:40

43:40

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Todd Davis who shares his rich career history from building airplanes to his executive career in the orthopedic industry. Todd reflects on his journey from managing older union workers while still in his 20’s to his transition into executive leadership roles. He emphasiz…

1
A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm 42:00

9M ago42:00

42:00

In today's episode of Executive Decisions, host Sarah Delahanty sits down with Dr. Drew Flamm, President of Grace College & Seminary, to explore the formative experiences that shaped his leadership path and the value of embracing a spectrum of opportunities. Dr. Flamm shares personal stories of early financial discipline, the impact of mentorship o…

1
From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early 20:54

10M ago20:54

20:54

In this episode of Executive Decisions, guest hosted by Seth Whicker, guest Tim Early, CEO of DreamOn Group, shares his insightful journey from an early career decision to move from New York to Florida, leading to a pivotal role in the medical device industry with Cordis Corporation. Tim reflects on his educational transitions, notably from West Po…

1
Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James 54:09

1y ago54:09

54:09

Dionna has been with Whirlpool Corporation for 15 years and currently leads the Whirlpool Sales Enablement Team as well as being the Chief of Staff for the Sales SVP. She is responsible for creating strategies and experiences to enable profitable sales growth for both Whirlpool and its Trade Customers. Dionna has held various positions with escalat…

1
From a Service Station Garage to Financial Advisory: Insights on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever 35:16

1y ago35:16

35:16

Dennis McKeever has a bachelor’s degree in chemistry from the University of Pittsburgh along with a PhD in physical chemistry from the University of California, Irvine. Dennis retired from Dow Chemical after a thirty year career where he primarily served as a senior manager in Research and Development. However, he also had two business management e…

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From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens 1:00:22

1+ y ago1:00:22

1:00:22

Matt Stevens transitioned from the U.S. Navy in July 2017 after serving for 26 years as a SEAL. He attended The Honor Foundation’s (THF) inaugural East Coast class in the Spring of 2016, joined the THF SOF Advisory Board in the Spring of 2017, and then joined THF’s Board of Directors in February 2018. Throughout his career, Matt served as a Special…

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Balancing Growth and Experience with Ed Mohr 53:12

1+ y ago53:12

53:12

Ed Mohr is the retired Vice President of Total Rewards at Whirlpool Corporation, a Fortune 200 company specializing in home appliances. With a background in HR, manufacturing, and logistics, Ed has accumulated 29 years of experience in various roles. In his current position, he is accountable for executive compensation, broad-based compensation, gl…

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Blazing Trails and Giving Back with Jenée Velasquez 47:49

1+ y ago47:49

47:49

Jenée Velasquez is the Executive Director of The Herbert H. and Grace A. Dow Foundation, a prestigious organization dedicated to philanthropy and community development. Velasquez began her professional journey as the Chief Executive Officer of Midland County's Economic Development Corporation, Midland Tomorrow, where she played a pivotal role in dr…

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TACTICAL | Executive Compensation 4:41

1+ y ago4:41

4:41

In this episode of Executive Decisions Podcast, host Sarah Delahanty, a certified financial planner, talks about how her firm, SYM Financial Advisors, helps executives understand and maximize their executive compensation and benefits. She emphasizes the importance of diversifying risks and making sure clients have a game plan for the year, includin…

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Embracing Change and Taking Risks With David Floyd 50:49

1+ y ago50:49

50:49

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations like OrthoWorx, Abbott Spine, and AxioMed Spine Co…

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Facing Issues in The Community Head-on with Rich Haddad 53:06

1+ y ago53:06

53:06

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation's operations. With his expertise in financial reporting, he ensures the prudent management of the foundation's funds and maintains healthy investment relationships. Apart from his professional duties, Rich is ac…

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Community Leadership in Times of Turmoil with Holly 56:12

1+ y ago56:12

56:12

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve liv…

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TACTICAL | Stock Options: Where Should You Invest in the Coming Year 2:54

1+ y ago2:54

2:54

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives and we have a quick word of advice we want to share in preparing for stock season. Yo…

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The Secret to a Successful Business Culture with Mauro Gregorio 46:28

2y ago46:28

46:28

Mauro Gregorio is the President of Performance Materials & Coatings at Dow, a chemical manufacturing company operating since 1897. Dow runs the Performance Materials & Coatings group—one of the three key businesses—with annual sales of over $9 billion. Mauro has been with Dow for almost four decades and has held various executive positions. As Pres…

1
What It Takes to Lead a Team with Greg Marken 43:26

2y ago43:26

43:26

Greg Marken is the President, CEO, and Treasurer at Advanced Emissions Solutions (ADES). ADES works with municipal water, coal-fired power generation clients, and other industries by providing emissions control and water purification solutions. Greg has been at the helm of ADES since July 2020. He also serves as a manager on the Board of Managers o…

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Finding Your Brand with Julie Fasone Holder 1:00:56

2y ago1:00:56

1:00:56

Julie Fasone Holder is the woman behind JFH Insights, an executive coaching business that supports leaders and influencers in developing advanced leadership strengths and bringing more value to the companies they represent. Before founding JFH Insights, Julie was the former Senior Vice President of Dow Chemical. With Dow, Julie accumulated extensiv…

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What It Truly Takes to Rise to the Top With Sebastian Soria 56:03

2y ago56:03

56:03

Sebastian Soria is the Vice President and Total Rewards Officer at Newmont Corporation—one of the world’s leading gold, copper, silver, lead, and zinc producers. The company is notably the only gold producer in the S&P 500 Index and is recognized as a champion for ESG practices. Sebastian has over 28 years of experience in the financial industry, s…

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Having Intentionality With Each Contribution with Jimmy Greene 1:03:04

2y ago1:03:04

1:03:04

Jimmy Greene is the President & CEO of Associated Builders & Contractors (ABC) of Michigan, a trade association representing Michigan’s commercial and industrial construction industries. He is the first Black CEO in the organization’s 60-year history. Jimmy is also the founder of Total Solutions Group in Saginaw, a firm specializing in technology p…

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Building A Company Culture from Scratch with Paul Barbeau 55:39

2+ y ago55:39

55:39

Paul Barbeau is the Senior Global Director at Dow, a material science company that provides innovative and sustainable solutions for consumer care, infrastructure, and packaging businesses. Paul collaborates with various business leaders to improve existing workplace strategies with employee experience, asset optimization, and sustainability in min…

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Networking Beyond Your Role As Leader with Fernando Signorini 50:44

2+ y ago50:44

50:44

Fernando Signorini is the Vice President of Operations US Gulf Coast and Site Director of Texas Operations at Dow, a chemical manufacturing company that’s been around for over 125 years. They’re currently spearheading programs for a more sustainable future. Fernando has been with Dow for almost 28 years, and his vast experience made him an expert i…

1
Connecting with Clients Through Our People with Dave Youngstrom 48:01

2+ y ago48:01

48:01

Dave Youngstrom is the CEO of Yeo & Yeo CPAs & Business Consultants. Yeo & Yeo is one of the country’s leading tax, technology, accounting, wealth management, and medical billing advisory firms. Dave has been part of the Yeo & Yeo family for over 28 years, where he served as Principal, Director, and Board of Directors before becoming its CEO. He ea…

1
Finding Contentment As A Retired Financial Advisor with Fred Helfrich 50:53

2+ y ago50:53

50:53

Fred Helfrich is a retired Certified Financial Planner who formerly worked for SYM Financial Advisors. He worked for the financial advisory firm for over an impressive 41 years. As a financial planning expert, Fred has mastered the art of wealth management, investments, estate planning, and financial advice. He holds a Bachelor’s degree in Mathemat…

1
Moving Forward In Business Amidst the Pandemic with Jenni Wendt 46:43

2+ y ago46:43

46:43

Jennifer “Jenni” Wendt is the Global Director of Strategic Planning and Business Analysis at Dow, a sustainable materials science company that sells products in the packaging, mobility, infrastructure, and consumer care industries. Jenni is responsible for generating strategic plans that support the company’s capital planning and corporate strategy…

1
Addressing Your Team's Individual Needs with Amy Wilson 41:41

2+ y ago41:41

41:41

Amy Wilson is the General Counsel and Corporate Secretary at Dow Corporate, which aims to become the most innovative, inclusive, customer-centric, and sustainable materials science company. They provide science-based products and solutions to their customers in spheres as diverse as packaging, consumer care, mobility, and infrastructure. Amy’s resp…

1
Discerning Good Professional Advice from Bad with Tom Schwyn 48:37

3y ago48:37

48:37

Tom Schwyn is the Vice President of Global Legal Operations and GPO General Counsel at Whirlpool, one of the world’s leading kitchen and laundry appliances brands. Tom has an incredible career story, having joined Whirlpool as an electrical engineer back in 1987. As Vice President of the Legal Operations department, today Tom is tasked with mitigat…

1
Making The Tough Decisions For Your Business with Sharon Mortensen 44:18

3y ago44:18

44:18

Sharon Mortensen is the President and CEO of Midland Area Community Foundation, an organization that promotes philanthropic leadership to help the local community through scholarships, charity funding, and donations to Midland area nonprofits every year. As a leader, Sharon is responsible for overseeing all operations, from proposal to execution. S…

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Executive Advisor 팟 캐스트

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1
Executive Decisions by SYM Financial Advisors

Sarah Delahanty

1
From Airplanes to Orthopedics: Leadership Lessons Learned Along the Journey with Todd Davis 43:40

1
A Holistic Approach to Professional and Personal Development with Dr. Drew Flamm 42:00

1
From Pacemakers to Entrepreneurship: Navigating the Medical Device Industry with Tim Early 20:54

1
Cultivating Diverse Leaders and Inclusive Culture with Dionna Topps James 54:09

1
From a Service Station Garage to Financial Advisory: Insights on Risks, Rewards, and the True Measure of Wealth with Dennis McKeever 35:16

1
From Frogman to CEO: How Special Ops Skills Translate to Corporate Success with Matt Stevens 1:00:22

1
Balancing Growth and Experience with Ed Mohr 53:12

1
Blazing Trails and Giving Back with Jenée Velasquez 47:49

1
TACTICAL | Executive Compensation 4:41

1
Embracing Change and Taking Risks With David Floyd 50:49

1
Facing Issues in The Community Head-on with Rich Haddad 53:06

1
Community Leadership in Times of Turmoil with Holly 56:12

1
TACTICAL | Stock Options: Where Should You Invest in the Coming Year 2:54

1
The Secret to a Successful Business Culture with Mauro Gregorio 46:28

1
What It Takes to Lead a Team with Greg Marken 43:26

1
Finding Your Brand with Julie Fasone Holder 1:00:56

1
What It Truly Takes to Rise to the Top With Sebastian Soria 56:03

1
Having Intentionality With Each Contribution with Jimmy Greene 1:03:04

1
Building A Company Culture from Scratch with Paul Barbeau 55:39

1
Networking Beyond Your Role As Leader with Fernando Signorini 50:44

1
Connecting with Clients Through Our People with Dave Youngstrom 48:01

1
Finding Contentment As A Retired Financial Advisor with Fred Helfrich 50:53

1
Moving Forward In Business Amidst the Pandemic with Jenni Wendt 46:43

1
Addressing Your Team's Individual Needs with Amy Wilson 41:41

1
Discerning Good Professional Advice from Bad with Tom Schwyn 48:37

1
Making The Tough Decisions For Your Business with Sharon Mortensen 44:18

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