Welcoming our GMSHRM Board Members for 2018
Carol Lang, MS HRD, SPHR, SHRM-SCP
Carol Lang is currently a Human Resources Consultant with Advancement Associates, Inc. She has more than 18 years' experience providing HR strategy, direction and support for non-profit and government organizations. In addition to serving as the Manager of Human Resources & Administration for Miami-Dade Expressway Authority, Carol previously held the position of Human Resources Director for Jackson Health System's International Program and the Jackson Memorial Foundation, as well as Human Resources Director for the Zoological Society of Florida. She received her B.S. from Florida State University and her M.S. in Human Resources Development from Florida International University.
Carol holds the Senior Professional in Human Resources (SPHR) certification and is also certified as a SHRM-Senior Certified Professional. She has been a member of SHRM and GMSHRM for more than 15 years, and has served on the GMSHRM Board of Governors since 2013.
Jonathan Ross, MBA, SPHR, SHRM-SCP
Professional recruiter with nearly decade of experience and a dedication to relationship recruiting. He prides himself on matching the best person to the role, not just the best resume. He is committed to bringing the latest industry knowledge and content to my clients. These companies range in size from Fortune 100 companies to privately owned organizations. He and his team specialize in the placement of personnel in Human Resources where he serves as their Practice Director, but his office also covers Finance & Accounting, Banking, Legal, and Sales & Marketing. In addition to his work at Randstad Professional, he is heavily involved in local and professional service organizations in the local community. He currently serves on three community boards and teaches various community classes on personal budgeting. He has served on the Board of GMSHRM (Greater Miami Society of Human Resources Managers) currently as President-Elect for 2018 and the Greater Miami Chamber of Commerce Leadership Miami program for the since 2010. Jonathan holds degrees in Business, Psychology, and Accounting, and is a certified SPHR and SHRM-SCP. He attained his MBA degree from Florida International University, where he has served as an active volunteer since graduation.
Josie Gonzalez, SPHR, SHRM-SCP
Josie Gonzalez has more than 15 years of progressive human resources experience. She has had the priviledge of working in different industries (hospitality, manufacturing, retail, and wholesale distribution) and holding various management positions throughout her human resources career. Currently, she is the Vice President of Human Capital at Intradeco, Inc., a wholesaler distributor of finished apparel consumer goods. She began her career with intradeco in 2001 by developing the human resources department from the ground up. She is accountable for HR results in the US operations and partners with the company's overseas operations in developing ongoing executive leadership and succession management programs.
She enjoys mentoring and coaching new HR professionals and those HR professionals in transition. It's a good way of paying it forward as in her career many professionals took their time to work with her. Josie has been involved with GMSHRM for over ten years. She has served on the GMSHRM Board of Directors for the last 3 years. Josie holds a Master's Degree in Human Relations and Business and is certified as a Senior Professional in Human Resources.
Ibby Vores, SHRM - SCP
Ibby Vores, SHRM-SCP, is principal consultant at Creative HR Consulting, LLC in Miami. She has an extensive background in organizational communication, developmental training, and diversity/inclusion, primarily in the media industry. Her consulting work ranges from talent acquisition to employee relations to web content development.
The veteran of a demanding career in HR and communication at the Miami Herald, she enjoys the flexibility of consulting and doing “whatever comes over the transom.”
Ibby is also a professional writer and editor. She holds a B.A. from DePauw University in Greencastle, Indiana, where she majored in English Composition.
Erika Mand, PHR
Erika Mand is a Global Talent Acquisition Consultant for Medtronic-HeartWare, currently managing projects and requisitions internationally. She has over 10 years’ experience in Talent Acquisition including agency, RPO and in house and previously held sales roles in both the oil and energy industry and the PGA Champions Tour. Originally from Wisconsin, she obtained her Bachelor’s degree from the University of Minnesota, before spending 14 years in Houston and now Miami. Erika enjoys volunteering and giving back to the community. She currently sits on planning committees for both the Miami Children’s Museum and St Jude Children’s Research hospital, amongst her many other volunteer initiatives.
Tim is the South Florida business development leader for the global insurance and human capital consulting firm, Willis Towers Watson. Tim primarily works to develop new business relationships with large employers for Willis Towers Watson Health Care Benefits consulting division. He has been in the human capital consulting business for over 10 years. He is a graduate of Clark University in Worcester, Massachusetts for both his undergraduate and graduate degrees and is currently serving on the Florida President’s Council for the university.
Maria Martinez, holds the position of Regional Marketing Director for TEAM Concepts, a woman owned certified agency, which is listed once again in 2017, in the Top 25 Staffing Agencies in Florida. The Staffing Alternative, as TEAM is known has given Maria the opportunity to make a difference in the small and mid size business sector. Her expertise is in branding, and business development in start up operations in the US and abroad. After devoting years to working the international market, she began her staffing career more than 17 years ago. Maria is a "Top Producer" with a vision for turn-key solutions that involve the HR process and Maximization of Talent Acquisition.
Successful in the opening, branding and growth of the first Miami office for AppleOne Employment Services in 2001. Responsible for running 3 locations in Dade and Broward, hiring, training and development of a 15 person staff. Direct management of the Implementation of ISO 9000 certification in the Doral Branch. Consistently performed, top ranked manager with P&L responsibility. Maria has run successful marketing campaigns and events productions for Fortune top US and Global Firms. The essence of any business is the passion with which the client’s message is shared with the masses. The experience over the years brought her back to a management leading role with global player, Manpower in Miami as Market Manager running the start- up operation of the SMB Division in Miami. Maria’s personal production was 1 million in the startup model, with the highest gross profit and single perm billing in Manpower history at that time.
Maria serves on various Boards in a Directors including present role as VP of Marketing GMSHRM and Vice Chair Westchester Miami Dade Chamber. Certified as a Reiki Master, and in her quest to help others heal from illness or personal loss, Maria works with terminally ill children and women in distress. Maria is also an ordained minister with a passion for the helping others see that their greatest potential is always within.
VP, Core Leadership Areas
Tatiana Milian, SHRM-SCP, SPHR
Tatiana Milan is Director of Human Resources for OBMI, a global master planning, architecture and design firm based in Miami.
In her role at OBMI, Milan leads the strategic and operational human resource activities for six international offices, and
navigates the legal and regulatory requirements for hiring and benefits in those countries.
Prior to joining OBMI, Milan served as a human resources manager at both Fortune International Group, a high-end high rise
developer in Miami, and Bisazza, an upscale Italian manufacturer of mosaic tile and murals. She joined OBMI in 2006.
Milan is active in the South Florida community and has participated in food drives and events benefiting St. Jude Hospital,
Walk for Wishes, Susan G. Komen, and Operation Christmas Child. She holds a bachelor’s degree in personnel
management from Florida International University, and senior level HR certifications by both the Society for Human Resource
Management and the Human Resource Certification Institute.
VP, PROFESSIONAL DEVELOPMENT
ROSSANA M. TABARES, MS SHRM-SCP, SPHR, GPHR
Rossana Tabares is a human resources executive and HR consultant with extensive experience designing strategies and implementing solutions for domestic and global organizations. Her practice covers the full spectrum of Human Resources disciplines with deep focus on Talent Acquisition, Talent Management, Change Management, People Engagement, and Organizational Development practices.
Rossana brings extensive experience collaborating with senior management to develop the internal infrastructure, organizational process and talent capabilities required to deliver sustainable business results. As an organizational alignment expert and talent strategist, she has held various senior level corporate positions in Fortune 500 organizations and has consulted for companies ranging from start-ups to Fortune 50.
Rossana is also an accomplished presenter and Adjunct Professor at Florida International University, where she earned her Master of Science in Human Resources Management. She is has additionally earned the designation of Senior Professional in Human Resources (SPHR), Global Professional in Human Resources (GPHR) and the Senior Certified Professional (SHRM-SCP), and is an experienced instructor of the SHRM Certification Preparation courses.
Rossana has served as Board Member for the Greater Miami Society of Human Resources Management (GMSHRM) in various capacities since 2008 contributing to the continuous advancement of the HR Profession.
Director, College Relations
Certified Human Resources professional (SHRM-CP and PHR) with a Masters in Human Resources Management from Florida International University. Bi-lingual, high-energy, polished HR Director focused on supporting and enhancing business initiatives. My goal is to build a long-term career in Human Resource Management with opportunities for career development. Strong knowledge of HR operations and HRIS systems, versed in benefits, and employment law and regulations.
Director, Diversity & Inclusion
Magda Kaspary, SPHR, SHRM-SCP has developed her career in the intersection of HR, OD and System Thinking for different industries.
From Brazil, Magda holds a Masters degree in Social Psychology with a research on Group Process in Team Management. This topic took her to Vietnam in 2013, where she was the recipient of the Margaret Mead Student Award given by ISSS.
In 2014, Magda obtained her Masters in Organizational Leadership, where she developed an HR framework called Interdisciplinary HR. She is the 2014 Sharon Koss Student Award, given by NHRMA.
Magda worked for Esterline Corp and volunteered to LWHRA and PNODN while living in Seattle/WA and since she moved to Florida works as an SR HRBP LATAM for edding, an European leader in premium markers and visual communication.
Director, Diversity and Inclusion (Volunteer)
Dr. Robin D. Tellez, D.M., M.S./HSA, B.B.A, R.N.
Dr. Robin Tellez, is a licensed registered nurse and business leader with over 20 years of clinical experience in the dynamics of acute, sub-acute, ambulatory, wound care, urgent care, imaging, and home care settings. She has over 8 years of healthcare administration experience. Her career change to Human Resources began 10 years ago. She currently serves as a state commissioner for the Commission for the Transportation Disadvantage for the last two years (appointed by Governor Rick Scott). She is highly skilled in the healthcare corporate environment that requires political savvy, organizational agility, managerial courage, and business acumen.
Dr. Robin Tellez current position as HR Director, Diversity & Inclusion/Projects position was recently transitioned from the title, HR Director, Workforce Projects. One of Dr. Tellez’ career passion is to create cultural and educational programs designed to enhance diversity, inclusion, and cultural competency. An additional passion is in creating programs that enhance employment opportunities for persons with disabilities. She began her career at Baptist Health South Florida (BHSF) in 2003 as Director of Urgent Care (BOS). In 2008 she joined the Human Resources department and focused on the retention of registered nurses and reduction of high turnover as corporate director of onboarding and retention. In 2010, she was Director of Onboarding and Employee Development team providing oversight of the onboarding & employee development team responsible for onboarding new employees and providing strategic direction for the alignment of employee education and organizational needs. In 2012, she joined the BHSF Office of Diversity as Corporate Director, Culture and Inclusion.
Mrs. Tellez earned her A.S. in Nursing at Miami-Dade Community College, a B.B.A. from the University of Miami, a Master of Science degree in Health Services Administration from Nova Southeastern University. She completed her Doctorate of Management in Organizational Leadership from the University of Phoenix in March 2015.
David Davidoff, SPHR, SHRM-SCP
David Davidoff, SPHR is a Senior Advisor with Nason & Nason, Executive Search. He has over 20 years of professional Human Resources management experience in multiple industries including retail, banking and pharmaceutical/ health care . His areas of expertise include recruiting, employee relations, HR policy and procedure development and Talent Management. David is a Miami native who has been an active member of GMSHRM for virtually his entire professional career and previously served on the Board as VP, Programs in 2004 and as Director, Special Events in 2012. David has a Bachelor’s Degree in Communications and Psychology from Florida State University.
Director, Workforce Readiness
Johana Bohorquez, Sr. HR Manager of Human Resources at Medtronic, the world’s leading medical technology company, providing life-long solutions for people with chronic disease.
Johana has over 15 years of experience in Human Resources working in multiple industries including Healthcare, Global Logistics and Distribution. Her areas of expertise include Recruitment, Benefits, US and International Labor Laws, Employee Relations, Talent Management, Organizational Development, Leadership and Management Coaching.
In her current role at Medtronic, she partners with business leaders to implement Human Resource management strategies that enable the organization to recruit, train and retain a high performing and motivated workforce.
Johana holds an MBA in Management from Nova Southeastern University and a Bachelor’s Degree in HR Management from Florida International University. She also holds an active certification of Professional in Human Resources (PHR) from the Human Resources Certification Institute. Johana is an active member of the Greater Miami Society for HR Management (GMSHRM) and is currently serving on the Board as Director of Workforce Readiness. Johana possesses a passion for learning and keeping up with the latest trends in the HR fields.
Personally, Johana is dedicated to spending time with her daughter, Annabella and is very involved in her extracurricular activities.
“You were given this life because you were strong enough to live it.” -unknown
Director, Legislative Affairs
Ingrid Cepero, Esq.
Ingrid Cepero is an Associate in the Miami, Florida, office of Jackson Lewis P.C. Her practice focuses on representing employers in workplace law matters, including preventive advice and counseling, with a focus on employment discrimination matters. She is a graduate of the Florida International University College of Law and Georgetown University.
Mario Riveron is an HCM Account Executive for the Human Resource and Payroll technology based company, Paylocity. Mario’s position allows him to develop new business relationships with mid to enterprise level organizations providing them with technologies to advance their Human Resource and Payroll departments. Mario has been a solution consultant for the past 5 years. He is a Florida International University graduate and forms part of the Sigma Phi Epsilon alumni association.
Special Events Chair
Alyssa Ramos is presently the CEO, Chief Events Officer, of the award winning, Que Belle Event Production & Marketing, which provides event and marketing services to individuals and corporate clients. She and her team work with clients to create memorable and impacting events while ensuring they are a guest at their own event. Some of the most impactful events produced include the grand opening of IKEA Miami, the A Safe Haven for Newborns Gala, Kendall Regional Medical Center’s Winter Wonderland Extravaganza and most recent the ground breaking of Aventura Hospital’s new ER.
Prior to her current position, Alyssa was the Executive Vice President for Latin Builders Association, the largest Hispanic construction association in the US where she executed an assortment of events such as Decision 2012 with Republican Presidential Candidates and black tie corporate galas in excess of 1,000 guests. While earning her Bachelor’s degree in Business Administration at Florida International University and completing a Business Development Certification at the University of Michigan, she held positions such as Sr. Customer Service Representative and Value Added Packaging Supervisor at Bacardi USA, Inc.
Personally she places high priority on developing relationships to cultivate business opportunities for those in her network. Alyssa currently participates in two local chambers and is particularly enthused to be the Eastern Regional Manager and Miami Chapter President for the National Association of Professional Women. Although her professional accomplishments are vast, she is most proud of her roles as a Wife for over 17 years and Mother to her two beautiful children; Soleil and Beau.
Pilar Proctor, SHRM-SCP is a Global Human Resources leader with over 15 years of career progression directing HR strategic programs and solutions aligned to the business objectives.
Pilar is a solid multicultural and multilingual professional. She has an extensive experience working for multinational organizations and developed her working career in the US, Europe, Latin America and the Middle East. Her areas of expertise cover Organizational Design and Effectiveness, Expatriate Management, Talent and Performance Management, Talent Acquisition and Development.
Since her return to Miami, FL in 2015 Pilar has designed and implemented several projects including Startups, HR process efficiencies, and transformational improvements resulting in significant cost reduction in industries such as manufacturing and consumer goods.
In addition to English, she is fluent in Spanish, French and Portuguese, and brings a wealth of experience in the international arena.
Pilar holds a Bachelor of Arts in Psychology (Industrial and Organizational) from Florida International University, and a Masters in HR Management from Florida Institute of Technology.
Additionally, Pilar is a member of the GMSHRM board of Directors 2017 and 2018.
Director, Membership Engagement
Paula Franco is a Managing Partner at BeaFranc & Associates a women-owned boutique recruiting and Executive search firm located in Miami, Florida -She has over 30 years’ experience in the recruiting and Staffing industry. Her executive leadership and in-depth knowledge of the industry complements her innate abilities to find the gems within organizations. She has been an active member of Greater Miami Society for Human Resources Management (GMSHRM) for over 15 years and has held a variety of senior leadership roles on the organization's Board of Director
Freddy Pardo has over 20 years of experience as Human Resources and Business Management executive in healthcare, non-profit, education and retail industries in the USA and Colombia. Currently he offers his services as Business Improvement and HR consultant to small and medium size organizations helping them improve their operations by purposely and effectively aligning their human capital, resources and technology in order to meet their goals. Before opening his practice, he worked for 16 years for a Federally Qualified Health Center starting as their HR Manager and promoting multiple times to become their Chief Operating Officer, leading their Human Resources strategies as well as other administrative and programmatic departments. He holds a MBA from the University of Miami and has been certified as Senior Professional in Human Resources (SPHR) and SHRM Senior Certified Professional (SHRM-SCP) since 2007 and 2015 respectively. He has served as volunteer for HRCI in the PHR/SPHR Practice Analysis to review the Body of knowledge for their certifications and for SHRM as subject matter expert for the review of the Business Management and Human Resource Development modules of their Learning System. He has been a GMSHRM’s member since 2005 and has helped in different roles as facilitator for certification study groups, and HR Florida Ambassador in previous years. He is also a lifetime member of Beta Gamma Sigma Honor Society for the best in business since 2005.
Chair, Networking Events
Odalys R. Girado
Odalys R. Girado is the Sr. Business Executive for Right Hire Staffing Solutions, Inc. in which she oversees the South Florida Region. She has been in the staffing services industry for the last 20 years. In addition to her current position, she has been a Board Member of the Greater Miami Society for Human Resource Management since January 2001, this year serving as Community Relations Chair. She is also the former President of the Executives Association of Greater Miami—Associates Group. She was formerly recognized as a “Staffing Expert” with CBS4, Miami, where she conducted monthly TV interviews with Al Sunshine regarding the current job market trends.
Born in Miami Beach, Florida and raised in Key West, Florida, Odalys graduated from Key West High School in 1990 with Honors in Business and Performing Arts. She went on to receive her Associate of Arts degree from Florida Keys Community College in 1992. After relocating back to her hometown, she decided to pursue her studies in Accounting at Florida International University. In May of 1995, she graduated with her Bachelor’s of Accounting Degree. In the Spring of 1998, Odalys also received a certification in Human Resource Administration through FIU’s Center for Management Development.
Professionally, Odalys was chosen as a finalist for the 2003 Up & Comers Awards. She is also a member of several organizations including the Society for Human Resource Management, Greater Miami Society for Human Resource Management, Executive’s Association of Greater Miami, and the West Kendall Business Association. She is also a former Miami Dolphins Cheerleader and a member of the NFL Alumni Association and the Professional Cheerleaders Alumni (PCA). She was a Superbowl Halftime performer in 1995 as a backup dancer to Patti Labelle. In 1996, She was also a regular dancer on MTV’s The Grind, and Univision’s Bailando.
In the community, Odalys enjoys participating in events sponsored by non-profit organizations around the community to include His House Children’s Home, The American Heart Association, American Cancer Society, Hands on Miami and the United Way of Miami-Dade County. In addition, she is a graduate of the Leadership Miami 2001 class, which involved a major ongoing community service project. She then became a facilitator for the Leadership Miami 2002 class. For many years, she had volunteered her time as a facilitator of the Preparing Youth for Industry Program (PYI) working with “at-risk” students and encouraging them to stay in school through formal classroom modules and exposing students firsthand to the working world through temporary jobs. She was also a certified mentor through Broward County Public Schools. In October of 2001, she coordinated a fundraising event to benefit The Wives & Children’s foundation of the fallen 9/11 NYC Firefighters. She also organized, choreographed and danced in 2 separate Flash Mobs in 2013 & 2014 for GMSHRM and Shoppes of Midtown Miami.
Personally, she enjoys spending quality time with her husband and two wonderful sons, Aidan and Logan. In addition, she is also a certified Open Water Scuba Diver, and an avid Crossfit enthusiast.
Lisa Zayas, APR
Lisa Zayas is a communications professional with over 25 years of experience in the communications field. For the past two decades, she has provided consulting services for a wide variety of national and international businesses in several industry fields (technology, service, nonprofit, trade and professional associations, tourism, retail, pharmaceutical, food & beverage, auto, banking, construction, communications), sharing with clients her strong leadership during all business stages, from start up to critical transition phases, including mergers, downsizings and transformations.
With a strong knowledge of the local business environment and a robust network of communications related professionals, through her approachable personality she attains valuable information from key sources and transforms it into content that is not only relevant but also critical in the development of sound communications strategies. Known among clients and peers for the responsiveness of her deliveries, she has a proven ability to generate ideas and initiatives that effectively align the needs of clients and publics, positively impacting the organizations’ objectives. She has the capacity and experience to think and act big but we are set up to provide individualized attention and fast service. Her experience includes participating –both as a leader and as a team player – in the development, implementation and evaluation of corporate, internal, communication and media relations programs, among others.
Graduated from the University of Puerto Rico, she also has the APR certification (Accredited Public Relations Practitioner) from the PRSA (Public Relations Society of America)
Community Relations Chair
Ana Ribeiro is the President & CEO of Workforce Dynamics Consulting. Her expertise, experience and track record in the field of Human Resources makes her a true business partner and sounding board on all matters related to human capital management.
Ms. Ribeiro has built her career as a broad based generalist in Human Resources and Shared Services business operations, and has worked in both multi-national and domestic business settings. She has a bachelor’s degree from Rutgers University in New Jersey and a Master’s Degree in International Business Administration from Nova Southeastern University in Florida. In addition, she has completed Human Resources management and strategy training through Cornell University's School of Labor Relations, and holds active SPHR and GPHR certifications from the Human Resources Certification Institute.
Currently, Ms. Ribeiro serves on the Executive Leadership Board of Extraordinary Women Leading Change, a national movement to expand gender inclusion at the C-Level. Ms. Ribeiro is also a member of the Greater Miami Society for Human Resources Management, where she holds a Board seat and serves as Director of Community Relations. Through these organizations Ms Ribeiro demonstrates her strong commitment to advancing the HR profession and promoting the inclusion of women in leadership roles.
As an executive staff member, in both startups and established businesses, Ms. Ribeiro has helped companies improve their human capital performance by optimizing systems, processes and policies to a best in class operating level. She helps clients mitigate employment risk by integrating regulatory compliant solutions with business objectives.
Leyda Aleman, Head of Human Resources at A Customs Brokerage, is an empowering leader who supports companies and top executives with a unique perspective and appreciation that human capital is the greatest asset to an organization. Leyda's approach assists in translating business vision into HR initiatives that improve company-wide performance, growth and employee engagement.
While at A Customs Brokerage, Leyda led the effort to convert HR management from manual processing to a web-based, self-service model, and established an HR infrastructure through technology and compliance, thus increasing organizational agility. Prior to joining A Customs Brokerage, she was the HR Generalist for Best Buddies International and First Data Corporation, which is where her career in Human Resources began. She has held different HR positions improving the areas of Performance Management, Employment Law and Regulations, Recommendation, Development, Implementation of personnel policies and procedures and, Designing and Managing Compensation Programs. While at First Data, she led several projects including a business continuity plan for the Global HR Shared Service Center and the mapping and documentation of core HR processes.
Leyda strongly believes that the most profitable and sustainable way to generate results and build high performance teams is through commitment to leadership excellence. Your leadership ability always determines your effective and potential impact on your organization. At the end, people buy into the leader before they buy into the vision.
Throughout her 10-year career as a strategic and innovative HR Professional, she has consistently expressed a keen passion and desire to make a difference in people’s lives. She believes in adding value by helping them realize their significance and potential to lead extraordinary and fulfilled lives; This to her, continues to be the greatest reward of all.
Leyda holds a Bachelor of Science degree in Business Administration with a concentration in Marketing and a Master Certificate in Human Resources Strategy and Leadership from Cornell University, ILR school. She has additionally earned the designation of Society of Human Resource Management Certified Professional. She is also certified as a Coach, Mentor, Trainer and Speaker from John Maxwell Company, and Neuro-Linguistic Programming Master Practitioner.
Chair, Global Forum
Leo Alexander is a marketing and sales executive with more than 20 years of experience in progressive business development roles. He has conducted business in nearly every country throughout the Americas and the Caribbean and leverages a unique background in export development, international banking, engineering applications and professional services.
Leo has lived, traveled, and worked throughout the world. He has an extensive working knowledge of the LATAM region and possesses a deep understanding of the diverse business practices and cultural differences within this dynamic marketplace.
Presently as Vice President of Global Sales for TMF Group, Leo consults and advises companies of all sizes – from start-ups expanding overseas for the first time to fortune 100 companies with multinational operations. TMF group provides business-critical services, such as international incorporation and legal entity management, payroll and HR administration as well as accounting and tax compliance services.
Prior to joining TMF, Leo led the business development and sales strategy for McGladrey's (RSM) Miami office and it’s Latin American Center of Excellence. In this role, he advised domestic and international companies and recommended the firm’s audit, tax and advisory consulting services. He also established and led McGladrey’s ERP technology consulting practice for South Florida and Latin America. Leo also worked as an international corporate banker for Fifth Third Bank in the Midwest, where he advised middle-market companies on foreign exchange hedging, letters of credit, multi-currency treasury accounts, export and trade finance, equipment leasing, expatriate banking, commercial lines of credit and investments.
Leo holds a Bachelor’s degree from Miami University at Oxford, Ohio and completed numerous Masters’ level business courses at Indiana Wesleyan University. Early in his career, he completed American Express’ Financial Advisor training program and obtained his FINRA Series 7 Securities License, Series 66 Investment Advisor Registration and Life Insurance License.