Todd G. Everts, CFS
President & Chief Executive Officer
Mr. Everts is a certified Fund Specialist (CFS) and holds a Series 7, 24, 63, 65; New York State
Life, Accident and Health, and Variable Annuities licenses and was also a member of the National Association of Life Underwriters and is currently a member of the Institute of Certified Fund Specialists. Mr. Everts held two former board seats with the Financial Planning Association (FPA) formerly known as the International Association for Financial Planning (IAFP) broker dealer division (Chairman 2001, 2002) and International Advisory Chapter expansion. He was elected to the Board of Arbitrators for the NASD Regulation, Inc. (National Association of Securities Dealers, Inc.) from 1999 to 2006.
He is frequently quoted in domestic and international newspapers
and featured on television, including guest commentary on BBC, Bloomberg Television,
CNN, and co-hosting of CNBC Asia’s Squawk Box. He is a regular speaker at conferences
Lord Ancheta is an experienced private banker from Deutsche
Bank AG’s Private Wealth Management Group, where he was responsible for a USD 40M
portfolio for high net worth clients and institutions engaged in mutual funds, hedge
funds, leveraged structured products, credit derivatives, FX margin, and asset swaps.
He earned his Bachelor of Arts (Honors) in International Business and Management
Studies from the European Business School in London, UK with a specialization in
Economics. Mr. Ancheta also spent semesters abroad at the Universidad Del CEMA,
Buenos Aires, Argentina and Berkeley College, New York,and has further undertaken
an advanced corporate finance course at New York University. His role focuses on
sales and trading, investment analysis, structured lending, capital introductions,
business development and overall relationship management.
Alan Norman, CA
Senior Vice President - Pacific Rim
Mr. Norman is a highly motivated, disciplined and focused
Chartered Accountant with a full range of financial and managerial skills obtained
at executive level. Before entering the financial services industry, he held senior
financial positions with three major South African listed companies, namely Darling
and Hodgson, The Mc Carthy Group and Hunt Leuchars & Hepburn, which is now jointly
owned by the international pulp and paper giants Sappi and Mondi. His interest and
entry into the financial services industry stemmed from his early perception that
there was a tremendous opportunity for improvement in the quality of advice being
presented by financial intermediaries. He successfully used his financial background
to enhance his own sales performance and has specialized in providing his clients
with a comprehensive range of sophisticated financial services at both corporate
and personal levels.
He has lived and worked as an IFA in a number of different
countries and built up an extensive resume of international financial experience.
He is responsible for advising numerous institutional investors regarding alternative
Senior Vice President
Mr. Ketterer has over 20 years of experience in financial
services. His extensive experience includes advising and managing a total of USD
100 million over his working life.
He owned and operated a franchise of RetireInvest Pty Limited
for 10 years in Australia. He was also an investment manager for Sun Hung Kai Fund
Management Ltd, a manager for CitiBank N.A. – Private Banking, and a registered
consultant for Shearson Lehman Brothers Inc. in Hong Kong.
In the U.S. he was a registered representative for Value
Line Securities Inc. and the Vice President of Marketing for Receivable Funding
He has held a Series 6, 7, and 63 including New York State
Life Insurance and Variable Annuities License. In Australia he completed the Diploma
of Financial Planning – Sections 1, 2, 3, 4, 6 and became PS 146 compliant. He has
been an associate of the Financial Planning Association of Australia. In Hong Kong
he completed the Hong Kong Securities and Futures Commission papers 1, 7, and 8
including the Insurance Intermediaries Qualifying Examination papers 1, 3, 5 and
MPF paper 4.
Mr. Ketterer graduated from New York University with an
Senior Vice President
Mr. Almeda graduated from the University of Sydney, with
a degree in Economics. Prior to joining Wall Street Global, he was positioned in
London with Canadian Imperial Bank of Commerce (CIBC) involved with proprietary
trading of government bonds. He spent the first half of his career life in Sydney,
Australia. He started as a trainee treasury trader with Barclays Bank, and moved
on to become a fixed income portfolio manager at Swiss Bank Corporation (now merged
with Union Bank of Switzerland, UBS). Leo returned to trading by moving to
Merrill Lynch in Sydney as a price maker in Australian government bonds before being
transferred to London, where he spent another five years with Merrill Lynch. He
held the position of risk manager and was in charge of trading the Aussie and NZ
dollar government bonds for European institutional clients.
In between his last posting in the financial markets and
joining Wall Street Global, Leo returned to work in his family business converting
a family plantation into a residential-commercial subdivision.
David P Veniskey, CPA
Mr. Veniskey is a partner with the Rochester based accounting/consulting
firm of Eldredge, Fox & Porretti LLP, a regional CPA firm of over 80 professionals.
His areas of expertise include Personal and Business Tax Planning, Estate and Family
Planning, International Tax Planning, Transaction Planning and Strategies and Strategic
/ Business Consultation. Mr. Veniskey’s professional affiliations include the American
Institute of Certified Public Accountants (AICPA), the New York State Society of
Certified Public Accountants (NYSSCPA) including activity at a board level on two
sub committees, a member of the Financial Planning Association (FPA) formerly the
Internal Association for Financial Planning (IAFP) and Estate Planning Council of
Rochester. His community affiliations include Treasury roles on several areas non-profit
and Foundation boards. Mr. Veniskey has a Bachelor’s degree in Accounting from St.
John Fisher College.
Mr. Alamis brings extensive exposure in the fields of corporate,
contract and securities laws. He has been involved in a wide variety of practice
areas, including project finance, mergers and acquisitions, corporate restructuring,
formation of businesses, and general corporate matters. Prior to joining Wall Street
Global, Mr. Alamis has served as corporate secretary to several multinational and
publicly listed companies, while serving as counsel to direct foreign investors.
He mastered his craft in corporate and contract law through
the negotiation and documentation of transactions involving diverse industries,
including the pharmaceutical, retail and banking industries. His securities practice
involves, among others, exempt securities transactions, asset securitization, securities
litigation, advising on initial public offerings, securing regulatory licenses for
listed and public companies, and securing regulatory approval for the public distribution
of various types of securities.
Mr. Alamis holds a Juris Doctor Degree from the Ateneo Law
Director - Compliance and Risk Management
Ms. Duenas established and maintains an effective compliance
program for the company. She provides an oversight to the group of companies’ operations
with regard to applicable anti-money laundering rules and regulations. Prior to
joining Wall Street Global, Ms. Dueñas was an associate of the Villaraza & Angangco
Law Offices where she specialized in corporate and business law. As a corporate
lawyer, she handled general corporate work for various clients, including negotiation,
review and drafting of contracts, preparation of legal opinions, and discharging
corporate secretarial functions. She has extensive experience in dealing with and
appearing before administrative and regulatory bodies such as the Securities and
Prior to her engagement with Villaraza, she was an associate
of the Quisumbing Torres Law Offices, a member firm of Baker & McKenzie International,
wherein she specialized in civil and criminal litigation. She was part of the firm’s
Litigation Practice Group and handled cases involving intra-corporate disputes,
corporate rehabilitation, family law, labor disputes, airline cases and appellate
Ms. Dueñas obtained her Juris Doctor Degree with honors
from the Ateneo Law School.
Melody R. Yamsuan
Marketing and Communications Manager
Ms. Yamsuan is responsible for the development and implementation
of the company’s marketing strategies, raising the company’s profile and its successes.
She is an experienced innovative sales and marketing professional with key domestic
and international experience in penetrating new markets, expanding existing accounts,
and boosting point profits. Formerly the Corporate Sales Manager for Northwest Airlines,
she worked progressively in sales positions and excelled at retaining corporate
clients through savvy communication, cost-effective programming, and development
of highly innovative and successful campaigns and events.
She was the Sales and Marketing Director of Les Aliments
M&M – NDG Montreal, Quebec, Canada. She had marketing and sales oversight responsibilities
for Les Aliments M&M. She developed company branding and worked with graphic
designers and writers to design and produce effective marketing collateral.
Ms. Yamsuan was born and raised in Taiwan. She studied in
Montreal, Quebec, Canada and holds a Bachelor’s degree in Commerce major in Business
Vice President of Baccarat, Inc.
Ms. Neumann has held numerous positions in luxury goods
marketing companies targeting high net worth individuals around the world. She has
extensive experience in the areas of brand positioning, target audience strategy
and direct response database marketing as both a seasoned practitioner in and consultant
to many luxury goods firms (such as Steuben and Cartier). Prior to Baccarat, Ms.
Neumann was Vice President of Sales & Marketing for both F. Schumacher &
Co. and Steuben, a division of Corning Incorporated. She also served as Chief Executive
Officer of Brielle Galleries, where she introduced Brielle’s online gift portal,
enabling corporations to purchase luxury corporate gifts over the Internet. Ms.
Neumann holds board level positions with the Martha Graham Guild and the YWCA of
New York. She graduated from Miami University with a B.A. in Marketing.