Listee Features — Finance

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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Possessing a knack for numbers from a young age, Joyce McBride began her professional career as the assistant controller at Hampton Court Knits in Los Angeles in 1967, remaining in this position for 11 years before owning and managing her own business, the McBride & Associates Bookkeeping Service, which she has continued to do ever since. During this time, she was also part of the staff at Wallace & Wallace Accountancy Corporation from 2008 to 2019. Ms. McBride has had very great people that she has worked with over the years. Prior to the start of her career, Ms. McBride pursued a formal education at the College of Business of Southern University and A&M College in Baton Rouge, Louisiana, graduating

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Sofia Travayiakis


Specialized in several areas of home finance including mortgage lending, first time home-buying, loans, government lending, FHA and VA lending, condos and renovation, Sofia A. Travayiakis had a small job that she was doing while she was finishing her senior year in high school. After she started college, she was on the pre-education track, but was really intrigued by the mortgage professionals she met when she bought her first home at age 20. Ms. Travayiakis realized then that this was something she really wanted to do, and was also influenced because of an interest in real estate. Ms. Travayiakis began her professional career in operations and processing at Assurance Mortgage in Salt Lake City in 1997, remaining in this position

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Marilyn Anderson


Accruing 56 years of industry experience to her credit, Marilyn Echols Anderson is a real estate developer with Harvey Anderson, Inc., in Brunswick, Georgia, since 1963 and business partner/developer with Harvey Anderson Construction since 1992. At the same time, she was a draftsman partner with Harvey Anderson Construction from 1963 to 1992. In addition to this tenure, Ms. Anderson partnered with Anderson Enterprises, and contributed general contracting and design/build work to churches, schools, hospitals and both modest and multi-million dollar residences. Prior to the start of her professional career, Ms. Anderson pursued a formal education at Perry Business College in Columbus, Georgia, where she attained a degree in 1955. Since graduating, she worked for President Jimmy Carter’s campaign and attended

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An expert in marketable securities, Kipp Franklin Stone, CFA, CFP, became involved in her profession because in the second grade, she wanted to do better than her father in investments and she was more of an expert on the subject than most people. She began her professional career as a freelance journalist with various Michigan and Ohio based newspapers from 1968 to 1971 while also serving as a public relations representative at Bayerische Motoren Werke (BMW) in Munich from 1969 to 1971. Upon returning to the United States, she worked as an accountant executive at Dean Witter Reynolds in Los Angeles from 1975 to 1977, a trust representative at First Interstate Bank from 1978 to 1979, a trust administrator at

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Slavica Esnault-Pelterie


While she was living in Paris, Slavica Esnault-Pelterie met Evan Galebright, who was the U.S. ambassador in that city. He told her that he was looking for someone for American Express Bank, and that she was the perfect candidate for private banking because of the degrees she earned. She pursued a formal education at the University of Belgrade in Serbia, receiving a Bachelor of Arts in comparative literature in 1973. She then matriculated at Yale University in New Haven, Connecticut, where she attained a Master of Arts in economics, political science and law, with honors, in 1975. Ms. Esnault-Pelterie would like to continue to work in in private banking, and she has since opened new markets in Dubai, United Arab

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Responsible for bookkeeping, accounting, tax services and teaching financial literacy, LaTanya C. Stewart became involved in her profession because she always wanted to be able to provide services for people. People go to work to do a job and forget that they are paid for the services they offer, so she wanted to provide customer service for those employees and help reward them through their paychecks for what they do. She believes employees are the backbone of many organizations, and people take for granted what they do. Ms. Stewart currently serves as the payroll manager at Ellie Mae in Pleasanton, California, also owning her own small business, 3B Financial, in Oakland, California, since 2019. Ms. Stewart began her professional career

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Shirley Henry


Adept in the areas of government auditing for public colleges and universities, Shirley A. Henry, CPA, CGFM, CGMA, initially planned to become a teacher, but realized that may not work out for her. She than began to think back on her high school years when she took bookkeeping classes and how much she loved them. She then changed her major to accounting with a business minor, and continued to follow the path her career would take her. Since 2013, Ms. Henry has served the Division of State Audit in Nashville, Tennessee, as assistant director. She first joined the division in 1977 as a junior legislative auditor, quickly moving up the ranks to the roles of senior legislative auditor from 1977

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Always a community-oriented person, Elizabeth A. Williams, PhD, wanted to do things in the arenas she entered in. In her time, there was not much emphasis when it came to women in business or government. She currently serves as the chief executive officer of Ultimate Vacations Inc., a well-respected lodging wholesale service. Dr. Williams began her professional career as the manpower coordinator of federal programs for the U.S. government in San Francisco before serving as a patient service representative with the Health Care Service in Oakland, California. Consulting in insurance and real estate, she then served as president of Investments Unlimited in Oakland and EWJ & Associates Marketing Firm. Following this, she was the planning commissioner for the City of

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