Finance & Banking

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

Thomas Kronawitter

Thomas Kronawitter

Thomas is Head of Data-Driven Applications & Services at GRENKE in Baden-Baden.
GRENKE is a financial solution provider, offering services in more than 30 countries around the world.

His department aims to deliver business value through data and data related services and applications.
He has spent the last 20 years with data, databases, IT services and related infrastructure. Before that, he was a paramedic with the German Red Cross.

When he is not pretending to work, you will probably find him on his motorcycle, as far away from paved roads as possible.

Thomas is Head of Data-Driven Applications & Services at GRENKE in Baden-Baden. GRENKE is a financial solution provider, offering services in more than 30 countries around the world. His department aims to deliver business value through data and ... Show more

Hugo Alejandro Beltrán Alejos

Hugo Alejandro Beltrán Alejos

Economista, Universidad de Lima; MsC Computación, Universidad de Chile. CEO & Founder de Inka Strategies. Relator y consultor internacional de ALIDE (Asociación Latinoamericana de Instituciones Financieras para el Desarrollo) en temas de gobernanza, calidad, gestión del cambio cultural, transformación digital, IA Generativa y Automatización de Procesos. Académico de pre y post grado en universidades chilenas y extranjeras.

Economista, Universidad de Lima; MsC Computación, Universidad de Chile. CEO & Founder de Inka Strategies. Relator y consultor internacional de ALIDE (Asociación Latinoamericana de Instituciones Financieras para el Desarrollo) en temas de gobernanza, ... Show more

Bruno Costa

Bruno Costa

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal role in crafting robust and scalable platforms, ensuring the delivery of cutting-edge financial services that seamlessly blend innovation with security, fostering a culture of continuous improvement

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal rol... Show more

Colin Eberhardt

Colin Eberhardt

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight Committee and the newly-formed AI Readiness Special Interest Group. I've also written numerous industry reports in collaboration with Linux Foundation Research.

I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight... Show more

Akash Chandra

Akash Chandra

Akash Chandra, Founder & CEO of InsightAI (FintechAI), brings over 10+ years of experience in industrial AI with a focus on financial analytics. An alumnus of IIT Kanpur and the University of Texas at Austin, Akash is recognized for his expertise in fintech, large data pipelines, and AI-based fraud detection. As a public speaker on AI/ML and Graph Databases, he has contributed significantly to the field. Akash has shown his leadership in startup environments using his innovative approach to leveraging advanced AI technologies.

Akash Chandra, Founder & CEO of InsightAI (FintechAI), brings over 10+ years of experience in industrial AI with a focus on financial analytics. An alumnus of IIT Kanpur and the University of Texas at Austin, Akash is recognized for his expertise in ... Show more

Suresh Nageswaran

Suresh Nageswaran

Suresh Nageswaran is a hands-on engineer with over 25 years of building solutions for wealth management and investment banking. An AWS-certified architect, he codes in Rust to deliver real-time payment systems, AI-driven advisor tools, and regulatory compliance platforms for Fortune 50 clients. Also a Linux enthusiast and open source contributor, Suresh collaborates with business and technology leaders to solve business challenges with practical, high-impact technology platforms.

Suresh Nageswaran is a hands-on engineer with over 25 years of building solutions for wealth management and investment banking. An AWS-certified architect, he codes in Rust to deliver real-time payment systems, AI-driven advisor tools, and regulatory... Show more

Sergei Nasibian

Sergei Nasibian

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, where I helped build the pricing model from scratch and supported the company’s expansion into new geographies. I started my career as a Data Scientist at McKinsey, working on a wide range of analytical problems in both private and public sectors. With a strong foundation in mathematics from Lomonosov Moscow State University, I specialize in leveraging graph-based computation, real-time analytics, and system-level experimentation to solve complex challenges across finance, business, and technology.

I’m Sergei Nasibian, a Quantitative Strategist at Rothesay, where I’ve developed a comprehensive risk calculation framework that powers the analytics used for hedging our market exposure. Prior to this, I worked as a Senior Analyst at Yandex Eats, wh... 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

R. Lance Belline

R. Lance Belline

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored to meet the needs of both individuals and businesses. Lance, a seasoned professional with decades of experience in the financial services industry, is also the author of the influential book *More Wealth, Less Taxes*, which was released in 2022. The book serves as a valuable resource, offering strategies to help individuals retain more of their earnings while efficiently building wealth for the future.

In 2009, Lance established Lighthouse Financial as a boutique firm with a clear mission: to assist high-income and high-net-worth individuals in achieving their financial aspirations. From the beginning, the firm set itself apart with a distinctive tagline, "Always on Watch," which reflects its commitment to vigilant and proactive financial management. A critical factor that has distinguished the firm under his leadership is its innovative approach to integrating tax-efficient strategies into investment planning, aimed at minimizing the tax burden on clients during their retirement years.

Belline earned the prestigious designation of Certified Financial Planner in 2002, underscoring his deep expertise and commitment to the field. Over the years, he has successfully passed numerous financial industry exams, including the Series 65 Uniform Investment Adviser Law Examination and the Series 7 General Securities Representative Examination, among others. These qualifications have equipped him with a broad and deep understanding of the financial landscape, enabling him to provide exceptional guidance to his clients.

As an author, Lance has a remarkable ability to demystify complex financial concepts, presenting them in a way that is accessible and relatable to a broad audience. In *More Wealth, Less Taxes*, he uses real-life examples and client stories to illustrate strategies for financial growth and tax efficiency. His passion for helping others achieve financial success is evident in his writing, as he imparts practical wisdom to empower individuals to build wealth, give generously, and navigate the financial pitfalls that can hinder their progress.

In *More Wealth, Less Taxes*, Belline introduces readers to the concept of managing wealth through three distinct categories: pre-tax money, after-tax money, and tax-free income, such as Roth IRAs and Roth 401(k)s. His approach emphasizes the importance of diversifying across these categories to influence future tax obligations, with the ultimate goal of achieving a zero tax rate on specific income streams. The book has been widely praised for its clarity and practicality, with readers expressing gratitude for his ability to make complex topics understandable and actionable.

Beyond the core content, R. Lance Belline's book provides a wealth of resources designed to support readers in their financial planning journey. These resources include tools like the Tax Facts at a Glance, Retirement Investment Flow Charts, and an Asset Organizer, all of which are aimed at helping individuals organize and optimize their financial strategies. Readers have lauded the book for its life-changing content, describing it as a powerful tool for anyone looking to secure their financial future with confidence and clarity.

Belline's book has received rave reviews, with one reader writing, "…this book hands down has helped me so much at such an early age to understand concepts and things that were so foreign to me and make them so relatable that I felt confident in my ability to make smarter decisions with my money." Another reader praised Lance's book for packing "a punch for anyone looking to take care of their financial future. The amount of life-changing content is at the next level."

Portfolio Website: https://lancebelline.net

Linkedin Company Profile: https://www.linkedin.com/in/lancebelline

R. Lance Belline is the founder and partner of Lighthouse Financial, an esteemed advisory firm located in Rogers, Arkansas. This firm specializes in providing comprehensive financial planning, investment strategies, and tax planning services tailored... Show more

Max Folaron

Max Folaron

Max is the co-founder of AssetCut, a B2B tokenization platform powering compliant digital asset infrastructure across real estate, commodities, and data. With over a decade of experience in fintech and Web3, he works directly with regulators, developers, and family offices to deploy real-world tokenization systems across the GCC, Europe, and Asia.

Max is the co-founder of AssetCut, a B2B tokenization platform powering compliant digital asset infrastructure across real estate, commodities, and data. With over a decade of experience in fintech and Web3, he works directly with regulators, develop... Show more

Joris Saenen

Joris Saenen

Joris is a seasoned technology enthusiast whose journey began with early explorations on Microsoft DOS. From navigating command lines to launching games, his curiosity has evolved into a passion for making a significant impact in the tech world.

As the Lead Developer of an international team at ING, he plays a pivotal role in ensuring seamless and secure transactions through Bancontact, Payconiq, and Wero payments. With a commitment to excellence, Joris drives innovation and efficiency, enhancing the customer experience globally.

A dedicated mentor and motivator, Joris thrives on sharing knowledge and inspiring colleagues to reach their full potential. Continuous improvement is at the heart of his professional ethos, with a daily focus on personal and team growth.

Outside of work, he enjoys quality time with friends and family, engaging in sports, and running. A tech-savvy individual, Joris also indulges in home automation projects and self-hosted IT solutions, blending a love for technology with everyday life.

Joris is a seasoned technology enthusiast whose journey began with early explorations on Microsoft DOS. From navigating command lines to launching games, his curiosity has evolved into a passion for making a significant impact in the tech world. A... Show more

Svein Waage

Svein Waage

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, Tolletaten og Mattilsynet. I dag er han Partner i Gritera-konsernet og daglig leder for Gritera Security som leverer sikkerhetsrådgivning.

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, 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

Francesco Cipollone

Francesco Cipollone

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity industry and recognized for his visionary views. He is on the UK&I Cloud Security Alliance Chapter board and is a professor at IANS on application security and cloud security. Previously, Francesco headed HSBC's application and cloud security and was a Senior Security Consultant at AWS. Francesco has been keynoting at global conferences and has authored and co-authored several books and whitepapers; outside of work, you can find me running marathons, snowboarding on the Italian slopes, and enjoying single malt whiskeys in one of my favourite London clubs.

Francesco is a seasoned entrepreneur, CEO of the Contextual-based vulnerability management platform from code to cloud Phoenix Security, author of several books, host of multi-award Cyber Security & Cloud Podcast, speaker known in the cybersecurity i... Show more

Shivam Dhar

Shivam Dhar

With nearly a decade of experience across sectors such as e-commerce, healthcare, gaming, open-source, and cybersecurity, within both large enterprises and agile startups, Shivam brings a creative, solutions-driven approach to complex challenges. Committed to community engagement, he actively mentors early-career cybersecurity professionals, judges prestigious tech awards, peer-reviews academic research, and contributes to tech-for-good initiatives with nonprofit organizations. He currently leads cloud security efforts at JPMorganChase, driving robust solutions to support the firm’s ongoing growth.

With nearly a decade of experience across sectors such as e-commerce, healthcare, gaming, open-source, and cybersecurity, within both large enterprises and agile startups, Shivam brings a creative, solutions-driven approach to complex challenges. Com... Show more

Ernesto Javier Armas Martinez

Ernesto Javier Armas Martinez

I have a degree in Accounting and Finance from UCLV, Cuba. I am passionate about the world of finance and how new technologies can bring value and efficiency to this sector. I am able to adapt to changes and learn new tools and methodologies. I consider myself a proactive and collaborative person with leadership skills. I have participated in several academic projects as a team leader, where I have demonstrated my ability to listen, communicate and make decisions together.

Currently I am a BaBI, and not precisely because of age, but because I have been learning about Business Intelligence (BI) as a little one, taking small steps, looking, interacting with data and tools and sometimes I have even run a little 🤓.

I have a degree in Accounting and Finance from UCLV, Cuba. I am passionate about the world of finance and how new technologies can bring value and efficiency to this sector. I am able to adapt to changes and learn new tools and methodologies. I consi... Show more

Lucas Patanó

Lucas Patanó

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoque en el growth mindset, fomentando la colaboración, la innovación y la orientación a resultados para desarrollar negocios de impacto.

Mi enfoque combina estrategia basada en datos, comprensión profunda de los usuarios y un liderazgo centrado en el growth mindset. Creo firmemente en el poder de los equipos bien liderados: ágiles, autónomos y orientados a resultados. Juntos, logramos construir productos que no solo destacan, sino que también tienen un impacto duradero en los negocios.

Además, como mentor y coach en Product Management, apoyo a líderes y profesionales emergentes a superar desafíos, perfeccionar sus habilidades y crecer en sus carreras. Acompaño a Product Managers, CPOs y CEOs a desarrollar equipos alineados con la innovación, la colaboración y el crecimiento continuo.

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoq... Show more

Aric Rosenbaum

Aric Rosenbaum

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman Sachs’ Investment Management Division and was co-founder/CTO of several FinTechs in equity and FX trading.

Aric serves as the Chief Technologist on Red Hat's Global FSI team, where he helps clients meet their strategic priorities through the use of open source technology. Prior to joining Red Hat, he led large, digital transformation projects at Goldman S... Show more

Marcin Samsonowski

Marcin Samsonowski

Enterprise architect in banking. Eager on learning. Passionate about teaching.
Focused on people and processes, quality and effectiveness.
Having diverse experiences in multiple roles and sectors and tiny to huge companies.
Found best match in holistic understanding. Choose to keep an eye especially on Enterprise and Solution Architecture.
In free time mostly passionate about music (singing, playing, dancing) and sports (from martial arts to snowboarding).

Enterprise architect in banking. Eager on learning. Passionate about teaching. Focused on people and processes, quality and effectiveness. Having diverse experiences in multiple roles and sectors and tiny to huge companies. Found best match in hol... Show more

Pradeep Kumar Yadav

Pradeep Kumar Yadav

Pradeep is an accomplished technology leader with over 17+ years of experience in driving digital transformation across banking, IoT, and cloud domains. As Head of Architecture at Danske Bank, Pradeep has led large-scale modernization projects, including the migration of legacy systems to cloud-native solutions using cutting-edge technologies like event-driven architecture and domain-driven design. He is a NEXT100 CIO Awardee, recognized for his expertise in building scalable, future-ready platforms. A passionate advocate for innovation and collaboration, Pradeep regularly contributes to thought leadership through industry events, sharing insights on architecture, IoT, and agile practices.

Pradeep is an accomplished technology leader with over 17+ years of experience in driving digital transformation across banking, IoT, and cloud domains. As Head of Architecture at Danske Bank, Pradeep has led large-scale modernization projects, inclu... Show more

Ugochukwu Onyeka

Ugochukwu Onyeka

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves on the community council of sktime and is also an advisor at the German Centre for Open Source AI software.

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves o... 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

Robert Nordlander, CPA, CFE

Robert Nordlander, CPA, CFE

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and resolving tough tax problems. He is an author of three books on criminal taxes and unpaid payroll taxes. Nordlander speaks on national stages on forensic accounting, tax resolution, and white-collar investigations.

Robert Nordlander has over 20 years of experience as a special agent with IRS-Criminal Investigation, where he chased tax evaders and money launderers around the world. He is currently the owner of a CPA firm that focuses on forensic accounting and ... Show more

Guillaume Proust

Guillaume Proust

Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions.
His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, transport, and finance), where he honed his Java skills in diverse environments.
At Swissquote, he transitioned from a successful five-year tenure as a Java developer (including two years in a management role) to lead the Tech Talent Academy. In this role, he creates impactful onboarding experiences, empowering engineers and introducing technical concepts to business-oriented colleagues.
This passion for knowledge-sharing stems from his belief in the power of continuous learning... and, of course, delicious meals!

Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions. His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, tran... Show more

Ayobami Adeleke

Ayobami Adeleke

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Services and Microsoft Fabric to design and build enterprise reports and dashboards across Banking, Financial Services Industry to Investments, Retail and Manufacturing Industries. I'm also a Microsoft Certified Trainer, Data and Analytics Engineer and Data Analyst Associate with years of experience working with SQL Server and Power BI.

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Service... Show more

Orion Willis

Orion Willis

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate the complexities of wealth management, retirement planning, estate planning, and tax strategies. His primary focus is delivering integrated financial solutions, ensuring clients achieve long-term financial security and peace of mind.

Raised in Lake Side, Arizona, Orion's interest in finance began early, which led him to pursue a degree in finance at Arizona State University. At ASU, he gained valuable experience through an internship at MetLife, where he noticed a significant gap in the financial services industry. While many people had financial planners, their advice was often fragmented, with each advisor focusing on a single aspect of their finances. This observation inspired him to establish a firm that would take a more comprehensive approach to financial planning, combining wealth management, tax planning, estate planning, and other services in one place.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a holistic approach to financial planning. His firm offers a full range of services, including retirement planning, tax strategies, estate planning, and wealth management. By addressing all aspects of a client’s financial life, Prime Wealth Advisors ensures clients receive customized plans designed to meet their unique needs and goals.

As a fiduciary, Orion is committed to always acting in the best interests of his clients. He is legally obligated to put his clients’ needs ahead of his own, ensuring that every recommendation he makes benefits them, not him. This commitment to integrity and trust has earned him the loyalty and respect of his clients, who know they can rely on his guidance for sound financial decisions.

Outside of his professional life, Orion values his family and is committed to his community. He is married with two children and enjoys spending time with them whenever possible. He also actively supports local initiatives, such as the Sun City West Pickleball Club, where his contributions have helped foster growth and support for charitable efforts. Orion Willis continues to positively impact those around him through his work and personal life.

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he ... Show more

Finlay Taylor

Finlay Taylor

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial strategy, Finlay specialises in embedding ESG in a way that is built to last - free from jargon, grounded in plain language, and aligned with how businesses actually operate. His mission is to make ESG practical and value-driven, helping portfolio companies strengthen resilience, unlock growth opportunities, and create long-term positive impact.

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial str... Show more

David Adeleke

David Adeleke

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally.

David is a leading investment professional and executive with close to a decade of experience, and has transacted millions of dollars in capital across different scope of business operations. His experience spans deal origination, execution, portfolio management, exits, business building, operations, board formation and management.

David was the CEO / Head, Investment Manager at Daxlinks Global LTD which he secured debt-equity in a bid to further her mission of making more and more people experience financial well-being through providing a wide range of financial service like credit facilities, savings, investments amongst others.

However, He is currently the Founder/CEO of Zeeh Africa, an open Banking API solution / KYC provider in a bid to ease on-boarding for fintech's and curtail fraud across the industry at large.

David's serial entrepreneurship and business savvy has been noticed by other investors, as well.

David Adeleke Olaoluwa is a serial entrepreneur, investor, pioneer and change agent driven by a mission to raise the standard of living of people through business and wealth creation as a catalyst for positive change globally. David is a leading ... Show more

Anna Khayet

Anna Khayet

Anna Khayet is a trusted growth strategist and marketing advisor to hundreds of tax and accounting firms across North America. As the head of marketing for Padgett Advisors, a leading franchise network of over 250 firms, Anna helped architect a sweeping brand transformation and launched new digital platforms that drove franchise growth and revitalized firm reputation across the network.

Prior to Padgett, Anna led marketing at industry-defining Fintechs like Bill.com, Rho, Ignition, CPA.com (the digital arm of the AICPA), Enova (NYSE: ENVA), and SoFi, where she scaled campaigns with $50M+ budgets and delivered growth that took originations to $18BN. She began her career at American Express and, after earning her MBA from Columbia University, helped expand Google Cloud’s presence in the SMB market.

Today, through her consultancy, Mastermind, Anna combines the latest in marketing strategy, automation, and storytelling to help modern firms and Fintechs build trusted brands and future-proof their growth. She’s passionate about empowering accountants to stand out in an increasingly digital, competitive world — and ensuring they build businesses with staying power.

Anna Khayet is a trusted growth strategist and marketing advisor to hundreds of tax and accounting firms across North America. As the head of marketing for Padgett Advisors, a leading franchise network of over 250 firms, Anna helped architect a sweep... Show more

Brian R. Yurachek

Brian R. Yurachek

Brian Robert Yurachek is a New York City-based tech entrepreneur and multidisciplinary artist with a strong background in finance. He has worked across various sectors, leveraging his expertise in investment strategies and emerging technologies. His entrepreneurial ventures span geospatial computing, digital assets, and the semiconductor industries, blending analytical prowess with artistic vision.

As a creator, Brian works across both physical and digital mediums, often merging them in eccentric and thought-provoking ways. Beyond his professional pursuits, he is deeply committed to philanthropy, actively supporting organizations such as Covenant House, St. Jude, and the Ronald McDonald Foundation.

Brian Robert Yurachek is a New York City-based tech entrepreneur and multidisciplinary artist with a strong background in finance. He has worked across various sectors, leveraging his expertise in investment strategies and emerging technologies. His ... Show more

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