Concentration Prioritization Restructuring Sales 
CFO News Room
NOVEMBER 8, 2022
So, now, help us understand how this evolved and where the challenges had come as this was evolving that got you to the point that you had to do some restructuring to make it this. ” And so we, with the software, with the rebalancer, we can prioritize which of the holdings go into which account for asset location. Cean: Yeah.
CFO Thought Leader
APRIL 15, 2024
This principle of concentrated effort not only transformed his approach to investment management but also became a guiding principle throughout his career, which includes his latest stint as CFO of Semperis, a leading cybersecurity firm. Top-of-mind for Bray is a careful analysis of sales productivity and pricing integrity.
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