Corporate Executives

Cover of "Executive Decisions: A Podcast for Business Leaders." The background is green with abstract white and gray designs. An upward-pointing arrow is highlighted. Text includes "EP17" and "David Floyd.

Embracing Change and Taking Risks With David Floyd

May 9, 2023

David Floyd is an “actively retired” medical technology executive, now serving as a board member and advisor in healthcare and life sciences. During his 33-year career as a medical technology executive, David has served as a President and CEO, board member, advisor, and consultant for organizations including OrthoWorx, Abbott Spine, and AxioMed Spine Corporation. He has a background in finance, marketing, and technology, and has helped develop transformational strategies and initiatives that have delivered accelerated

Podcast cover art with a green background features white, swirling abstract designs. Text reads: "Executive Decisions - A Podcast for Business Leaders" at the top, and "EP16 Rich Haddad" at the bottom. An ascending arrow points upwards from the abstract designs, symbolizing growth within the community.

Facing Issues in The Community Head-on with Rich Haddad

April 11, 2023

Rich Haddad is the former COO of SYM Financial Advisors and the current President and CEO at K21, overseeing all aspects of the foundation’s operations. With his expertise in financial reporting, he ensures the prudent management of the foundation’s funds and maintains healthy investment relationships. Apart from his professional duties, Rich is actively engaged with local community leaders and organizations to identify the best opportunities for grant-making and community participation that align with K21’s mission.

Green and white cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The image features abstract arrows signifying growth and progress. Text: "EP14 Holly Miller.

Community Leadership in Times of Turmoil with Holly Miller

March 14, 2023

Holly Miller is the CEO of United Way of Midland County in Midland, Michigan. She is an integral part of the community and is in leadership positions for many teams and collaborative groups. Her work with the Rotary Contemporary View Club, Midland Business Alliance, Health and Services Council, and Midland Area Wellbeing Coalition helps improve lives and bring people together. She is a graduate of Lansing Community College at Kendall and Kendall School of Design

Podcast cover art for "Executive Decisions: A Podcast for Business Leaders." The background features abstract, swirling white lines on a green gradient with a yellow arrow pointing upwards. Text reads "EP14 Tactical Stock Options and Executive Compensation.

Tactical Stock Options: Where Should You Invest in the Coming Year?

March 7, 2023

Stock season is upon us, but what does that mean? It’s the time of year when many executives receive compensation in the form of stock options, incentive stock, restricted stock, or performance stock. Here at SYM Financial, we work with some of the best executives, and we have a quick word of advice we want to share in preparing for stock season. You’ve spent the previous year making decisions for your company’s bottom line, and

Cover art for the podcast "Executive Decisions: A Podcast for Business Leaders." The background features dynamic, abstract white lines on a green backdrop, symbolizing corporate work culture. "EP13 Mauro Gregorio" is positioned at the bottom, with an upward-pointing arrow incorporated in the design.

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

January 12, 2023

Mauro Gregorio joins me to describe Dow’s corporate work culture, diversity and inclusion program, and welcoming atmosphere. He recounts his first job and responsibilities at Dow and what he learned while holding an entry-level position. He explains the importance of humility, asking for help, and ensuring someone is there to help. Mauro also discusses how the pandemic initiated changes in the workplace—particularly in how we work—and how it disrupted the way we value work relationships.

Illustration of a person working at a desk with a laptop, surrounded by documents, charts, stock options, money, a phone, and a calendar. The person is typing on the laptop, indicating they are managing finances or working on data analysis.

Stock Options Strategies for Success

January 9, 2023

A deliberate and thoughtful stock options strategy can maximize your wealth by harnessing the power of a significant part of your compensation. Without the guidance of an experienced financial advisor, well-intentioned company stock option recipients are often left on their own to set options targets (triggers for exercising an option). We find that “do-it-yourself” targets are frequently based on one of the following approaches: Participate in water cooler talk about how stock prices will fluctuate

Embracing Change and Taking Risks With David Floyd

Facing Issues in The Community Head-on with Rich Haddad

Community Leadership in Times of Turmoil with Holly Miller

Tactical Stock Options: Where Should You Invest in the Coming Year?

The Secret to a Successful Business Culture with Mauro Gregorio (podcast)

Stock Options Strategies for Success

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