Listee Features — Finance


An expert in psychosocial cultural functioning, Anne E. Bashore is renowned as a nursing educator and has more than 35 years of distinguished service to her field. As a child living in England, she studied ballet and wanted to dance professionally until a school assignment sparked her interest in nursing. She subsequently graduated from the Maumee Valley School of Nursing in Toledo, Ohio, in 1964. She further obtained a Bachelor of Science in Nursing for the Medical College of Ohio in 1987. Ms. Bashore is specialized in psychiatric nursing and burn care. From 1970 to 1971, Ms. Bashore worked as a staff nurse for Libbey Glass in Toledo. She served at the Saint Vincent Medical Center of Toledo as a

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After receiving her first job opportunity, Kimberly Fitzsimmons continued to expand on it until she received a leadership role. She loves client-facing teams, growing and building teams, and capitalizing on different opportunities that were presented to her at the time. She currently serves as the president of global merchant services at J.P. Morgan Chase & Co. since 2019, previously serving the company as the United States president of Chase commerce solutions from 2014 to 2019. Her responsibilities are dealing with all the global, corporate and investment bank clients within JP Morgan that do credit card requiring. When you think about the largest retailers in the world like Amazon, Google and Facebook, those are her clients. Thus, the objective is to

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Sara Bertka


Possessing a natural talent for art, Sara Bertka’s high school, Bluffton High School in Ohio, had a well-developed art program that exposed her to many different options, forms and mediums of art. She started off on the path of fine arts, but she began to desire to make art a career after graduating in 2016. That was when Ms. Bertka found a school for graphic and digital design, pursuing a formal education at the School of Advertising Art, now known as the Modern College of Design, in Kettering, Ohio, where she graduated as valedictorian and attained an Associate of Arts in 2018. Prior to earning a degree, Ms. Bertka was a contact graphic designer for BMoore Connected in Bluffton and

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Esther Gwilly


An experienced finance professional and effective communicator with many years of leadership, budget development and accounting expertise, Esther M. Gwilly has excelled as an accountant with 2 G Companies, LLC since 2008. Likewise, she found success as the director of finance for Detroit Rescue Mission Ministries. In the latter position, what started as a soup kitchen that provided church services, shelter, food and clothing for the homeless has now become a larger organization that provides even more services, including substance abuse treatment, transitional and permanent housing, job preparation and educational courses. Previously, Ms. Gwilly gained valuable expertise with Detroit Rescue Mission Ministries as an accounting manager. She further flourished as both a full charge bookkeeper and an assistant office manager

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An expert in sales and trading, asset and wealth management, Sonia K. Han Levovitz has been on the path to become a lawyer since college. Today, she is very happy where she is, and loves the firm and wants to continue to do her job as well as she can every day. Since 2006, Ms. Levovitz has been the managing director/senior vice president and of general counsel of equity derivatives at Jefferies Group LLC in New York, as well as a secretary for Jefferies Investment Advisers LLC since 2010. Her company is an American multinational independent investment bank and financial services company, which provides clients with capital markets and financial advisory services, institutional brokerage, securities research and asset management. This

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Sabrina Glimcher


Drawing on years of expertise in banking, mergers and acquisitions, and aircraft finance, Sabrina P.R. Glimcher serves as an associate general counsel of Global Jet Capital, for which she will soon affiliate in the role of the chief commercial counsel in 2020. Additionally, she excels with the aviation company as its senior counsel, having maintained activity in this position since 2016. She liaises with cross-functional teams to document and close complex corporate aircraft financing transactions on the East Coast of the United States, as well as Canada, Europe and the Middle East. She also assists in corporate governance, general financing and legal entity management matters. As a child, Ms. Glimcher traveled often, which piqued her interest in the aviation industry.

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At the end of 2018, Mary A. Saylor retired after nearly half a century of excellence in the financial industry. She dedicated her career to running her own private practice as a tax professional in Royal Oak, Michigan, from 1972 until her retirement. Bringing her eldest son, Scott, into the practice in 2005, he received an enrolled agent status that same year and soon assumed responsibility over the financial area of the business. By the fifth year of his involvement, he purchased the business from Ms. Saylor, which he continued to grow and mature, while keeping her private practice in the family as she served clients and gradually turned over the remainder of the business to her son. Ms. Saylor’s

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Amanda Ackerman


Formerly a stay-at-home mom, Amanda J. Ackerman’s father, Monty Rainey, opened up RPM Storage Management LLC, of which she is now a co-owner and chief financial officer since 2014. His background includes working as a district manager for one of the nation’s largest REITs, where his district was among the top five in the company in year over year revenue growth for four years in a row out of 28 districts. He then worked as a district manager for a large self-storage management company, where he also had the number one district in year over year revenue growth. They started with only five properties, and now have 23 that they manage. Ms. Ackerman handles all of the human relations and

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Rene Nourse


Wanting to inspire others to succeed, René Nourse, CFP, became fascinated in becoming a stockbroker and realizing that you can learn to invest money and make a living without having to do physical labor. She began doing a lot of public speaking and enrolling people into retirement plans. She was intrigued by the field because growing up, she had never heard of it or noticed it ever being talked about. Obtaining a degree in psychology became useful when dealing with other people who are investing money. Since 2012, Ms. Nourse has been the founder, chief executive officer and financial planning professional of Urban Wealth Management in El Segundo, California, also serving as a guest commentator on CNBC in Los Angeles

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An expert in financial services for wealth management mortgage-related services, Dr. Cheryl D. Travis-Johnson was inspired by her mother, who held leadership positions in the banking business. She held positions in college introducing her to the business as well. Dr. Travis-Johnson was eventually given a scholarship, which came with an opportunity to work in marketing, where she learned different parts of the business. She enjoyed the work and decided to pursue a career in the field upon graduation. Her career continued to take a natural progression from there. Since 2008, Dr. Travis-Johnson has co-chaired the CIFS section and served as chief operating officer of VRM Mortgage Services in Carrollton, Texas. She has also been the co-founder of the Council for

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