Key People

Reuben L Sushman

Founder and CEO
BA, Business Administration/English, Rutgers University, MBA Finance, NYU-Stern School of Business
Over 30 years of continuous experience in the capital markets at large tier firms, i.e. Morgan Stanley, Salomon Smith Barney, Wells Fargo, later as self-employed and partner at small tier boutique consulting and advisory firms.

Agnes Lee

COO, CPA BA, Accounting, University of Wisconsin – Madison,
Over 20 years experience as a senior financial / accounting / business management manager for multinational firms. She has worked for JPMorgan, Bank of New York Mellon and HSBC across United States, United Kingdom and Hong Kong.

Agnes_Lee