Finance & Banking

Experienced individuals involved in financial services, including banking, investment, insurance, and real estate

Teresa wu

Teresa wu

Teresa is a public speaker, Google Developer Expert (GDE), mentor, and software engineer who is passionate about front-end development and Cloud technology. She has been working with many talented developers to craft various apps and projects throughout the years, and she likes to explore the world of multi-platform, the fun of continuous delivery, and seeing through the product from development to release. 

Teresa is a public speaker, Google Developer Expert (GDE), mentor, and software engineer who is passionate about front-end development and Cloud technology. She has been working with many talented developers to craft various apps and projects through... Show more

Fowmy Abdulmuttalib

Fowmy Abdulmuttalib

Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald's Saudi Arabia as the Head of ERP and Business Intelligence. Interested in everything data-related, he would like to share his passion and knowledge with the data community.

Fowmy Abdulmuttalib is a Microsoft-certified business intelligence professional with extensive experience in finance, accounting and data analytics. Currently, he is employed by McDonald's Saudi Arabia as the Head of ERP and Business Intelligence. In... Show more

George Proorocu

George Proorocu

An IT industry veteran with 15 years of experience, starting from hands-on technical roles to leading engineering teams in security-critical sectors. Passionate about coaching, development, teaching, and supporting others.

George started his journey as a professional chess player at the age of 6, and in 2004, he won the “Romanian Chess Champion” title with his club team. At the age of 16, George followed his entrepreneurial spirit and started his own ISP Company in Bucharest. CN was sold when he finished high school at the age of 18, having a maximum peak of 600 clients.

George continued his career in the IT field, working on positions ranging from engineer to manager, and at the age of 27 he joined the Executive MBA class of IMT Paris as the youngest student ever to be enrolled in this program.

In 2016 he was included in the "100 Faces of Innovation" volume published by Financial Times, and so far his courses on Cybersecurity, AI and NFTs attracted over 160K students.

At this point, George is working for ING Bank, while also participating in events related to DevOps, Cybersecurity and Blockchain/NFTs.

An IT industry veteran with 15 years of experience, starting from hands-on technical roles to leading engineering teams in security-critical sectors. Passionate about coaching, development, teaching, and supporting others. George started his journ... Show more

Bill Allen

Bill Allen

Meet Bill - an experienced software developer, consultant, and startup founder. He is deeply invested in using AI to detect fraud within the financial industry.

He started his career as an assembler programmer at Sears Roebuck & Co., considered the Amazon of its day. Later, he spent over two decades as a software consultant for many financial exchanges in Chicago. He shares his knowledge by speaking at conferences and presenting on topics such as AI, Product Discovery, Software Crafting, and Learning Organizations (Dojos).

Bill resides in Chicago, and when he's not spending time with his family, biking, tennis, or working, he is actively mentoring the next generation of software engineers. He understands the importance of sharing knowledge through Mob Programming hangouts and founded the user group Chicago Agile Open Space in 2012.

Meet Bill - an experienced software developer, consultant, and startup founder. He is deeply invested in using AI to detect fraud within the financial industry. He started his career as an assembler programmer at Sears Roebuck & Co., considered th... Show more

Rob Litjens

Rob Litjens

I am a DBA since 1997 and have worked with SQL6, 6,5 and upwards. My interest are merely platform based, but also interested in performance and monitoring. With the requirements changing I am working in DevSEcOps for SQL for my employer. Security is getting more focus. That means I am trying to setup builds that are secure by designed and securely designed. Tools help with that.

I am a DBA since 1997 and have worked with SQL6, 6,5 and upwards. My interest are merely platform based, but also interested in performance and monitoring. With the requirements changing I am working in DevSEcOps for SQL for my employer. Security is ... Show more

Edwige Fiaclou

Edwige Fiaclou

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France), with a FinTech oriented educational background. With years of experience in various roles, including mobile development and banking applications, Edwige has navigated through many technologies and business domains. Since joining Swissquote in 2012, she has contributed to technical stacks and software delivery across multiple domains and layers, from Banking operations to Trading Systems Management. Her unwavering dedication to excellence, best practices and innovative perspective earned her a promotion to Vice Director in 2022, where she now oversees Methodologies, Program Management and Tech Talent teams within Software Engineering.
Despite her many accomplishments, Edwige remains eager to learn from others. She actively contributed to many talks, in Switzerland, or at International for Women In Tech or Lead Dev track!

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France... Show more

Steven Annegarn

Steven Annegarn

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and Governance. Trough this, he helps clients get more value out of their data.

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and G... Show more

Colin Smith

Colin Smith

Colin Smith is a seasoned Web3 ecosystem builder and the CEO of BlockStart Scotland, the country's premier Web3 event. With a decade of experience in finance, non-profit, and blockchain, he brings a unique blend of financial acumen, strategic partnerships, and operational expertise to the Web3 space.

Passionate about unlocking the transformative potential of blockchain, he is dedicated to fostering a thriving Web3 community in Scotland. Through BlockStart and various blockchain ventures, he is driving innovation and exploring the practical applications of Web3 technologies, from cryptocurrency and NFTs to the metaverse.

Colin Smith is a seasoned Web3 ecosystem builder and the CEO of BlockStart Scotland, the country's premier Web3 event. With a decade of experience in finance, non-profit, and blockchain, he brings a unique blend of financial acumen, strategic partner... Show more

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Business Administration with a major in finance and global markets from the prestigious School of Business at Tulane University as well as becoming a Data Scientist from the New York School of Data Flatiron. Jhonathan completed a 15 year career track. In 2017, he became a Global Lead in Data Digital Transformation, and later an Executive Manager in Data Models & Database Reviews, at a global firm based New York City -He has research and published business applications of data sciences and AI in major media outlets. Today he is Chief Data Strategist for Xabios Data, a data analytics| business intelligence and data science firm optimizing businesses.

Notably, JD was featured on an international article for Grant Thornton International in Data Monetization. Hi research reached more than 15,000 followers - He has spoken at more than 13 conferences in the USA and LATAM- He founded a non-profit in LATAM that helps limited-resources entrepreneurs with micro-lending and educational resources. These recognitions, along with his Top 5 Awards in Leadership reflect his dedication and impact in industry and to people.

Jhon enjoyes being called to speak at the National and International Conferences to speak about real world experiences in the world of AI , Data Analytics & Data Science. Highlights include: the State of Mexico Business Association, in Mexico City, the Data Science Panels at the S&P 500 Building in Wall street for Data Science Salon, and at the The University of Houston College of Technology. Jhonathan makes complex topics, easy to understand to non-technical audiences, and makes technical audiences understand the world and language of business.

Experience for yourself as Jhonathan speaks to businesses leaders, management groups, professionals, scientist and students about real world applications of data sciences, from real life experiences. As he speaks the language of business and science, learned through his management of global teams in real-life projects, working with the leadership of top institutions, he shares his previous and ongoing client business experiences and what's happening in the world of data science.

His expertise topics include themes around : Data Science in a Business Context, Project Experiences, Data Modeling, and Financial Education.

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Busines... Show more

Nacho Cardenal

Nacho Cardenal

With more than 25 years of experience in the world of data and, especially in the automation of processes to guarantee the availability of information following the quality and defined standards.

In my career I have been able to give free rein to two of my passions. The first, lead the transformation of teams and work models, based on the automation of processes.
The second, to share and disseminate my knowledge and experiences, about the world of data, and specifically, regarding the integration of systems, analysis and visualization of information.

With more than 25 years of experience in the world of data and, especially in the automation of processes to guarantee the availability of information following the quality and defined standards. In my career I have been able to give free rein to ... Show more

Gabriel Torres

Gabriel Torres

Soy un profesional con más de 10 años de experiencia en el sector financiero, habiendo trabajado en varios bancos en Ecuador y en startups innovadoras como Kushki Pagos. Actualmente, soy Cloud Engineer en Banco Bolivariano. Este año, me he convertido en Community Builder en el área de Serverless, donde me dedico a fomentar la comunidad y compartir conocimientos. Además, soy un activo creador de contenido, publicando regularmente en blogs de Medium y otras plataformas.

Soy un profesional con más de 10 años de experiencia en el sector financiero, habiendo trabajado en varios bancos en Ecuador y en startups innovadoras como Kushki Pagos. Actualmente, soy Cloud Engineer en Banco Bolivariano. Este año, me he convertido... Show more

Suresh Mandava

Suresh Mandava

Highly experienced Platform Engineering Business Leader and Security professional with over 25+ years of expertise in protecting sensitive data and ensuring compliance with regulatory standards. Proven track record of delivering successful projects across various industries, including healthcare, finance, and technology.

Edge MLOPS / Security Experience Highlights:

Innovation Leadership: Pioneered Edge First ML Inferences private clouds, and Kubernetes solutions for a leading technology company. Currently exploring Privacy Federated SLM Fine-tuned GPT innovation and its potential in the global enterprise space.

Engineering and Technical Acumen: Proficient in creating and leading extensive 1500+ engineering teams dedicated to major digital transformation endeavors for clients, especially in Cloud-Native Application Modernization, Platform Engineering, and DevSecOps.

Cloud Security: Led global cloud security portfolio, modernizing legacy security products to cloud-native technologies (Containers/Kubernetes/Serverless). Managed a team of 1400 global engineers, driving growth from $350M to $1.4Billion in company valuation.

Consulting Experience: Executed risk assessments and solution delivery initiatives for top-tier clients, generating $4-5 million in revenue projects. Provided strategic guidance on security and threat risk mitigation, improving client security maturity based on NIST CSF/NERC/FFIEC standards.

OT Security: Worked with a global healthcare company to deliver AI-models on the Edge, protecting sensitive patient data across 5000 hospitals. Developed model licensing stores for OTA updates and ensured IP security, ensuring stringent FDA Class 3 security certification requirements.

Cross-functional Collaboration: Excel at closing the gap between technical solutions and business requirements, adept in liaising with board members, senior business leaders, and critical stakeholders to synchronize enterprise ambitions with technological ventures.

Strategic Partnership Building: Established history of leading GTM strategy, solution sales, and businessdevelopment through strategic collaborations with public cloud vendors and prominent cloud offering firms.

Highly experienced Platform Engineering Business Leader and Security professional with over 25+ years of expertise in protecting sensitive data and ensuring compliance with regulatory standards. Proven track record of delivering successful projects a... Show more

Shubham Agnihotri

Shubham Agnihotri

Senior Manager - Generative AI - IDFC Bank, Ex Organizer at TFUG Bangalore,

Senior Manager - Generative AI - IDFC Bank, Ex Organizer at TFUG Bangalore, Show more

Polina Patsulda

Polina Patsulda

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional customer experiences, leveraging her analytical background to ship complex B2B products that actually make difference.

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional cus... Show more

J. Grant Mizell, CPM

J. Grant Mizell, CPM

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Management for Ippon USA, a technology consultancy that supports digital transformation, data & cloud modernization and organizational change management. Recently Grant finds passion coaching regional & community banks on data & AI strategy.

Favorite successes -
1) taking a 2-sided market startup redesign from seed round to multi-million Series A;
2) reducing a community bank's account opening by more than 300% that helped support more than $1B in new assets; and
3) playing a leading role in a F500 bank's deployment and rollout of custom agent servicing app for +1500 agents.

Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Manage... Show more

Richard Munn

Richard Munn

Working with MS SQL Server since version 6.5, with the last 20 years in Financial Services. Passionate about doing the right thing the right way. Proud semi-Northerner. Currently spreading my time between work, parenting, Marmite, and the occasional SQL community event.

Working with MS SQL Server since version 6.5, with the last 20 years in Financial Services. Passionate about doing the right thing the right way. Proud semi-Northerner. Currently spreading my time between work, parenting, Marmite, and the occasional... Show more

Reid Schmidling

Reid Schmidling

Reid is a seasoned data professional with a wealth of experience in data visualization, Microsoft Power Platform, and artificial intelligence. Currently serving as a Senior Business Intelligence Engineer at Centene Corporation, Reid specializes in analyzing employee technology experience data. In addition to his data-centric role, Reid is deeply involved in developing Power Platform solutions, integrating artificial intelligence, and advocating for enhanced end-user technology experiences throughout the organization.

Before transitioning into tech, Reid built a successful career in the finance industry. From broker and trader to consultant, where he assisted Financial Advisors in scaling and marketing their businesses, while also serving as a trusted expert in investments and strategy.

Reid is a proud graduate of Kansas State University, where he earned his Bachelor of Science in Business Administration specializing in Finance with a minor in Leadership Studies.

Outside of work, Reid enjoys spending quality time with his wife and son. He also enjoys the company of his dogs, Finley and Bentley, and activities such as lake trips, serving on nonprofit boards, reading, continuous learning, sharing knowledge, and working on side projects.

Four Colors: Green | Gold | Orange | Blue
Myers-Briggs: ISTP

Reid is a seasoned data professional with a wealth of experience in data visualization, Microsoft Power Platform, and artificial intelligence. Currently serving as a Senior Business Intelligence Engineer at Centene Corporation, Reid specializes in an... Show more

Paul Owen

Paul Owen

An experienced finance and operations professional with a successful track record at companies such as PWC and FTSE 100 iGaming innovators. An investor and entrepreneur who founded RecruitBlock and specializes in accelerating business growth through human capital. Champion of DEI and seasoned speaker on the importance of people and talent in web3. Through his unique insight and partnership style, Paul has enabled notable startups and scale-ups to grow successfully across Europe.

An experienced finance and operations professional with a successful track record at companies such as PWC and FTSE 100 iGaming innovators. An investor and entrepreneur who founded RecruitBlock and specializes in accelerating business growth through ... Show more

Edwin Kwan

Edwin Kwan

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads up the application security and security advisory teams at an Australian financial services company.

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads... Show more

Wade Tetsuka

Wade Tetsuka

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp.
He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manger responsible for the assurance work for IBM, Sony, and several other multinational companies.
He also served as President/General Manager to three early-stage fast growth companies in the life sciences industry. He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
U.S. Transactions Corp. was founded in 2009.
We focus on the Microsoft Dynamics space as the only integrated credit card processing solution with built-in connections to 120+ gateways and processors with access to every international currency. See USTPay on Appsource
www.ustranscorp.com/ustpay

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior ... Show more

Chris Plank

Chris Plank

Chris Plank is a Enterprise Architect working for NatWest Bank in Edinburgh, Scotland. He has been leading a Platform as a Product initiative within the Bank SINCE 2023 looking to radically change the Banks approach to provisioning and maintaining services. Outside of work, Chris is a passionate catch-and-release Fly Fisherman and Landscape Photographer.

Chris Plank is a Enterprise Architect working for NatWest Bank in Edinburgh, Scotland. He has been leading a Platform as a Product initiative within the Bank SINCE 2023 looking to radically change the Banks approach to provisioning and maintaining se... Show more

Nancy McClelland CPA

Nancy McClelland CPA

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she insists that the future of accounting is built on relationships.

She’s currently working on creating an “ask me anything” community for bookkeepers who want to learn more about preparing tax-ready books, collaborating with CPAs, booking complex accounting transactions, and breaking into advisory services.

Named one of the Top 10 ProAdvisors by Insightful Accountant, as well as one of Ignition’s Top 50 Women in Accounting, she writes an award-winning blog with insights and resources for business-owners and accounting professionals, and is an engaging speaker… and 60’s go-go dancer!

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she... Show more

Laurens Noodelijk

Laurens Noodelijk

Laurens is a technology and innovation enthusiast with an academic background in humanities. He is passionate about linguistics, effective communication, and fostering collaboration to drive business value. Laurens aims to combine these competences to get the right people in the same room to work together and create innovative solutions.

As Product Owner of the EKS and AKS platforms at NN Group, a leading Dutch financial enterprise, Laurens leads a team focused on platform engineering. The team's goal is to deliver more than just a container runtime, as they are building a standardized platform for building platforms. Their mission is to deliver a universal and extensible cloud-native API in order to improve the developer experience on the platform.

Laurens is a technology and innovation enthusiast with an academic background in humanities. He is passionate about linguistics, effective communication, and fostering collaboration to drive business value. Laurens aims to combine these competences t... Show more

Dmitry Yanter

Dmitry Yanter

Dmitry Yanter is a technology manager with 10+ years at Deutsche Bank, known for his expertise in multiple roles such as SRE, QA, and Java development. He's also a sought-after lecturer on financial mathematics, delivering engaging and thought-provoking lectures. Dmitry is a true believer in the power of technology to drive positive change and brings a unique combination of technical expertise and passion for education to any team he joins.

Dmitry Yanter is a technology manager with 10+ years at Deutsche Bank, known for his expertise in multiple roles such as SRE, QA, and Java development. He's also a sought-after lecturer on financial mathematics, delivering engaging and thought-provok... Show more

Nicholas Løjmand-Kines

Nicholas Løjmand-Kines

Commercial Background
With 4 years of experience in B2B sales to accounting offices, including a key sales leadership position at Visma e-conomic. Advising large accounting offices and groups/conglomerates in optimizing their business with digitalization and automation.
Educational Background:
Bachelor in Finance and Master of Science in economics and International Business

Commercial Background With 4 years of experience in B2B sales to accounting offices, including a key sales leadership position at Visma e-conomic. Advising large accounting offices and groups/conglomerates in optimizing their business with digitaliz... Show more

Bjørn Runar Nes

Bjørn Runar Nes

40+ years in IT covering a wide spectre of platforms, technologies, subject areas and roles. My main experience is within architecture and development on EPM and RDM/MDM and as a leader of projects and people, small and large.

40+ years in IT covering a wide spectre of platforms, technologies, subject areas and roles. My main experience is within architecture and development on EPM and RDM/MDM and as a leader of projects and people, small and large. Show more

Mike Ellerhorst

Mike Ellerhorst

Mike is the Founder and CEO of NTM Advisory, with over 15 years of experience across both Consulting and Industry. He is known for his ability to navigate complexity and lead diverse teams, particularly in the financial services, healthcare, and retail sectors. Mike's expertise spans Cybersecurity, IT Infrastructure, Cloud Computing, and IT Risk Advisory, honed during his decade long tenure at PwC. He is adept at designing security and privacy programs and has practical experience implementing and operating them as a former CISO.

Mike holds a Bachelor's degree in Computer Science from the University of Notre Dame and a Global Executive MBA from the Fuqua School of Business at Duke University. He holds the Certified Information Security Manager (CISM) certification and is in the process of obtaining the Certified CISO credential. He also holds the ITIL Foundations certification, and previously held the AWS Solutions Architect and CAPM certifications, demonstrating his commitment to excellence in multiple domains.

Mike lives near Boulder, Colorado and enjoys exploring the outdoors with his wife and 3 kids.

Mike is the Founder and CEO of NTM Advisory, with over 15 years of experience across both Consulting and Industry. He is known for his ability to navigate complexity and lead diverse teams, particularly in the financial services, healthcare, and reta... Show more

Clas Beese

Clas Beese

I am Clas Beese, an experienced freelance journalist and content creator for fintech with a deep understanding of the financial technology industry. Since the beginning of 2024, I have been self-employed and dedicated to my passion: creating high-quality journalistic content on fintech, digitalisation and innovation in the financial sector.

With almost 15 years of experience in the fintech world, I have extensive knowledge in fintech content creation. My professional background includes producing industry events, management roles and managing a limited company. I also founded a fintech startup. And made a mess of it. Today, I focus entirely on producing informative and engaging content for digital and print media, newsletters, social media and podcasts.

My strengths are strategy, performance-orientation and imagination, which help me to successfully shape my work as a freelance content creator. With a background in business administration and several business start-ups, I have commercial qualifications and entrepreneurial experience.

I am Clas Beese, an experienced freelance journalist and content creator for fintech with a deep understanding of the financial technology industry. Since the beginning of 2024, I have been self-employed and dedicated to my passion: creating high-qua... Show more

Ben Lee

Ben Lee

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for businesses to personal income-tax planning and compliance.

Having advised crypto clients since 2018, Ben is a member of numerous digital asset working groups focussing on tax policy and financial reporting and was awarded Spears' 500 Top Recommended Cryptocurrency Advisor in 2022 & 2024 and City Wealth's Top 50 Professionals in Crypto in 2023.

Ben is a seasoned speaker and contributor for media outlets such as Bloomberg, the FT and Tax Journal, Ben is committed to the furtherance of the UK as a jurisdiction for crypto to thrive.

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for bu... Show more

Rajaram Erraguntla

Rajaram Erraguntla

CloudOps Lead | Multi-Cloud Expert | Technical Blogger | Public Speaker |

CloudOps Lead | Multi-Cloud Expert | Technical Blogger | Public Speaker | Show more

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