Financial Professional Richard Davis

Richard Davis

Less Stress More Enjoyment

Meet the Executive Team

a tightly-focused group of consummate professionals

The Money Concepts International Management Team is a tightly-focused group of consummate professionals, with each individual bringing years of expertise in financial management, risk management, licensure and contracts, business administration and international finance. Their commitment is to help our Financial representatives help individuals and families achieve a secure financial future through sound financial planning.

Portrait Denis Walsh - President & CEO

Denis Walsh, CFP®, CEP, CFS RFC

President & CEO

Denis Walsh is President / CEO of Money Concepts International, Inc. and Money Concepts Capital Corp. He joined Money Concepts in 1981, after graduating from Florida State University with a degree in Risk Management. Denis was elected to President in 1997 and in 2006 he become CEO. His responsibilities included the long term development of the Money Concepts companies and its day-to-day operations.

Denis Walsh is a Certified Financial Planner™, Certified Fund Specialist, Registered Financial Consultant, and a Certified Estate Planner. He also holds nine (9) FINRA Securities licenses.

Portrait Barry Dayley - Executive Vice President

Barry Dayley, CFP®, RFC®

Executive Vice President

Barry Dayley has worked in the financial planning and wealth management business since 1981 when he started his own Money Concepts Financial Planning Center. Since 1985 Barry has lead the establishment of over 700 financial planning programs in financial institutions across the United States in connection with his affiliation with CUNA Mutual Group and Money Concepts. Currently he is the Executive Vice President of Money Concepts heading the Financial Institution Division, and helping to expand the field leadership of the firm.

Barry’s educational background includes; a Bachelor of Science from Brigham Young University with a degree in Financial and Estate Planning (1980), the achievement of the Certified Financial Planner™ designation (1989), and the Registered Financial Consultant™ designation (2009). Currently Barry serves as the Chairman on the national Board of the Masters Registered Financial Consultant (MRFC). He is a student of the business, and is a frequent speaker at banking and financial planning industry functions. In addition, he conducts an ongoing series of training and continuing education programs nationally with the over 650 Representatives of Money Concepts Capital Corp.

Portrait Terri Walsh - Senior Vice President / Chief Compliance Officer

Terri Walsh

Senior Vice President / Chief Compliance Officer

Terri Walsh is Senior Vice President and Chief Compliance Officer for Money Concepts Capital Corp. Terri is responsible for developing, implementing, and revising the company's compliance procedures to meet regulatory guidelines as well as enforcing formal compliance controls. Terri ensures compliance on SEC and FINRA rules, such as advertising, sales literature, continuing education, and AML program. Terri monitors and identifies potential areas of compliance vulnerability and risk; develops/implements corrective action plans for resolution of problematic issues. She supervises Money Concepts registered representatives with respect to the applicable federal, state and self regulatory rules and regulations

She graduated Cum Laude from Florida State University with a Bachelor of Science in Marketing and was honored into the membership of the National Honor Society for demonstrated excellence in the areas of Scholarship, Leadership, Service, and Character.

Terri is a participating member of the National Society of Compliance Professionals, SIFMA Compliance & Legal Society, and National Association for Female Executives.

Terri holds the FINRA Series 4, 7, 24, 63, 65 and Life, Health and Variable Contract Insurance Licenses.

Portrait Barry Rittman - Vice President / Chief Financial Officer

Barry Rittman

Vice President / Chief Financial Officer

Barry Rittman joined Money Concepts as Controller in 2003 and is a Certified Public Accountant and FINRA Series 27 licensed Financial Operations Principal. He has 19 years of broker dealer experience with an expertise in corporate accounting. In 2006 he was promoted to Vice President and Chief Financial Officer.

Prior to joining Money Concepts, Barry was a Vice President and Controller with Zurich Life’s independent broker dealer. His tenure also includes Controller positions with Wall Street brokerages.

Barry began his career with the international public accounting firm of BDO Seidman. He received his B.S. in Accounting from the State University of New York at Binghamton and is a member of the New York State Society of CPA’s.

Portrait Susan Walsh-Caban - Vice President of Marketing and Meetings

Susan Walsh-Caban

Vice President of Marketing and Meetings

Susan started her career with Money Concepts International, Inc. in July 2000 as Director of Marketing and Meetings. In 1986, she graduated from Florida State University with a Bachelor of Science degree in Marketing. She worked in the Retail Industry for fourteen years, during which time she was involved in management, marketing, advertising, buying and purchasing for major department stores.

As Vice President of Marketing & Meetings for Money Concepts International, Inc., Susan is responsible for planning all annual meetings and conventions and the development and design of all marketing materials and supplies. She is a participating member of Meeting Professionals International, the National Association for Female Executives and Meeting Professionals Network.

Portrait Allen Porter - Vice President of Marketing and Business Development

Allen Porter

Vice President of Marketing and Business Development

Allen began his career in the insurance and financial services industry in 1984 after graduating from Jacksonville State University. After a successful start in personal practice he turned his attention to field management positions focusing on recruiting, training and business development. His passion to help others achieve more has been the foundation of his career that includes serving as Marketing Director for two large agencies and Chief Marketing Officer to two securities broker-dealers.

Allen received a BS Marketing degeree from Jacksonville State University. He is licensed in Financial Services Series 7, 24, 63 and Insurance Life, Disability, and Health.

Portrait Maria Monteiro-Childe - Vice President of Commissions and Licensing

Maria Monteiro-Childe

Vice President of Commissions and Licensing

Maria Monteiro-Childe was born in Portugal, and graduated Cum Laude from State University of NY at Albany with a Bachelor of Arts Degree in Spanish and French with a minor in Portuguese literature. Planning to teach at the college level, she took graduate courses in education. Maria was a member of the French as well as the Spanish Honor Society and attended the Universidad de Salamanca in Spain. Maria taught for a short time, then worked for the NY State Department of Tax & Finance as a Taxpayer Service Representative III for over thirteen years where she was in charge of the Taxpayers Assistance telephone bank. Maria joined Money Concepts in July of 1996 as comptroller. She steadily took on additional responsibilities and now oversees Commissions, Licensing and Contracting and Human Resources, and was promoted to Vice President in 2007.

Portrait Michael Thompson - National Director of Sales

Michael Thompson

National Director of Sales

C. Michael Thompson is a 30 year veteran in the financial services industry. He started his career as the founder and director of Brokers Training, a highly successful training school for brokers. He operated the school for 15 years and became a well-known speaker and trainer. In 1992 he joined CUNA Mutual Group as a representative at Oregon State University FCU. In 1995, he was promoted to District Manager and then to Divisional Manager. Under his capable leadership, his division was recognized as the "Best of the Best". In 2004 Michael received the prestigious Ron Stone Award, CUNA Mutual Groups' coveted award for the top sales manager in the nation. Michael has a passion for this business and is respected for his honesty and integrity. Michael joined Money Concepts in 2008 as National Director of Sales where he works closely with Regional Managers in development of their business by adding institutions and related advisors.

Michael lives in Oregon with his wife Gerallyn and is the proud father of three children and eight grandchildren.

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Richard Davis is an independent contractor of Money Concepts
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