Finance & Banking

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

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

Venkata K Chaitanya Dhullipala

Venkata K Chaitanya Dhullipala

Venakata is a Senior Manager in Software Engineering at Capital One, with a strong foundation in backend systemts, AI/ML and financial technologies. Formerly at JPMorgan Chase. Holds Master's degree in Business Analytics and Information Management, and is passionate about blending technology with leadership to drive impactful innovation.

Venakata is a Senior Manager in Software Engineering at Capital One, with a strong foundation in backend systemts, AI/ML and financial technologies. Formerly at JPMorgan Chase. Holds Master's degree in Business Analytics and Information Management, a... Show more

Eileen Kapel

Eileen Kapel

I am a Data Scientist at ING's Engineering & Reliability department, working on AIOps cases with a focus on IT change and incident data. Also, part-time a PhD Candidate at Delft University of Technology's Software Engineering Group.

I am a Data Scientist at ING's Engineering & Reliability department, working on AIOps cases with a focus on IT change and incident data. Also, part-time a PhD Candidate at Delft University of Technology's Software Engineering Group. Show more

Mirabror Mirzakhidov

Mirabror Mirzakhidov

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solutions and pipelines. With a strong background in mathematics and computer science, Mirabror challenges himself in solving complex engineering problems.

Mirabror is a software engineering consultant at IBM specialising in backend/AI engineering. He has several years of experience across fintech and insurance sectors in IT consulting, including design, building and deployment of scalable software solu... Show more

Deborah A. Carroll, Ph.D.

Deborah A. Carroll, Ph.D.

Deborah A. Carroll is Director of the Government Finance Research Center at the University of Illinois Chicago. Her research focuses on local government fiscal policy, specifically taxation, revenue diversification, and water pricing and affordability. Dr. Carroll has produced 75 scholarly publications and 25 white papers and technical reports reflecting more than $2.75 million in research funding. She has been invited to share her expertise with academic and practitioner audiences across the U.S. and in several other countries. Dr. Carroll began her career in public service as a budget and policy analyst for the City of Milwaukee, Wisconsin. With a passion for applied research intended to inform public policy and improve public sector management, Dr. Carroll pursued her Ph.D. in Political Science from the University of Wisconsin-Milwaukee, which she completed in 2004 along with a Graduate Certificate in State and Local Taxation from the UWM Sheldon B. Lubar School of Business.

Deborah A. Carroll is Director of the Government Finance Research Center at the University of Illinois Chicago. Her research focuses on local government fiscal policy, specifically taxation, revenue diversification, and water pricing and affordabilit... Show more

Claire Wood

Claire Wood

Two decades of creating software in financial services and the thrill of seeing solutions come to life is still there. Enthusiastic champion of gender parity in STEM education, and inclusion in software development. She once built a LEGO Death Star.

Two decades of creating software in financial services and the thrill of seeing solutions come to life is still there. Enthusiastic champion of gender parity in STEM education, and inclusion in software development. She once built a LEGO Death Star. Show more

Nancy Amandi

Nancy Amandi

Nancy Amandi is a data engineer at a FinTech company. She began her career as a data analyst. She quickly made a name for herself in the Nigerian data industry through her insightful articles and impressive performances in hackathons, where she often emerged as a winner.

Her passion for community involvement led her to actively participate in various data communities, including the Data Engineering Community, Young Data Professionals, and Women in Data Africa. In these groups, she not only assisted fellow professionals with technical challenges but also helped stimulate some important discussions by asking insightful questions.

Her significant contributions were recognized when she received the Fast Rising Star award from the Young Data Professionals Community. Outside of work, Nancy enjoys watching light horror and thriller K-dramas, Sci-Fi movies, and data-related books.

Nancy Amandi is a data engineer at a FinTech company. She began her career as a data analyst. She quickly made a name for herself in the Nigerian data industry through her insightful articles and impressive performances in hackathons, where she often... Show more

Saugat Nayak

Saugat Nayak

Experienced Data & Business Analyst with experience in fintech, telecom, and consulting, specializing in credit risk analytics, portfolio performance monitoring, and data-driven strategy. Skilled in SQL, Python, Tableau, and predictive modeling to deliver actionable insights and optimize lending decisions.

Experienced Data & Business Analyst with experience in fintech, telecom, and consulting, specializing in credit risk analytics, portfolio performance monitoring, and data-driven strategy. Skilled in SQL, Python, Tableau, and predictive modeling to de... Show more

Sandeep Jayashankar

Sandeep Jayashankar

Sandeep Jayashankar is a security strategist and architect with 20 years protecting fast-moving fintechs such as SoFi and PayPal. He blends offensive insight and defensive rigor, turning threat models into live attack simulations that expose gaps before adversaries do. A champion of purple-team drills, he builds feedback loops that hone detection and response. A frequent speaker and published thought-leader, Sandeep supplies proactive, business-aligned security guidance across all levels.

Sandeep Jayashankar is a security strategist and architect with 20 years protecting fast-moving fintechs such as SoFi and PayPal. He blends offensive insight and defensive rigor, turning threat models into live attack simulations that expose gaps bef... Show more

Nils Liu

Nils Liu

中文版

劉岦崱(Nils Liu)|資深資料科學家/副理

劉岦崱現任於金融產業,專注於人工智慧與資料科學的應用與落地。他長期投入於生成式 AI、RAG/GraphRAG 檢索架構、智慧型代理(AI Agents)以及知識管理系統的設計,並結合雲端技術(GCP、Cloud Run、Cloud SQL)推動銀行內部數位轉型。
在專案中,他不僅重視技術創新,更強調合規、安全與可稽核性,致力於打造符合金融監管標準的 AI 解決方案。劉岦崱曾在銀行內部創新競賽中獲得第一名,並持續推動 AI Coach、智慧型客戶模擬與跨國 AI 平台等前瞻計畫。
他同時也是六項以上的人工智慧與金融科技專利的發明人,並持續分享在生成式 AI 與應用開發上的實務經驗。



English below:

Nils Liu|Senior Data Scientist / Deputy Manager

Nils Liu is a senior data scientist in the financial industry, specializing in applying AI and data science to real-world business challenges. His expertise covers Generative AI, RAG/GraphRAG retrieval systems, AI Agents, and enterprise knowledge management solutions, with strong integration of cloud technologies such as GCP, Cloud Run, and Cloud SQL.
Beyond technical innovation, Nils emphasizes compliance, security, and auditability, ensuring AI solutions align with strict financial regulations. He has led award-winning projects, including the development of an AI-driven knowledge system and AI Coach for sales training, and is driving initiatives for cross-border AI platforms.
As an inventor of multiple AI and fintech patents, Nils continues to share practical insights on Generative AI, enterprise adoption, and next-generation AI applications.

中文版 劉岦崱(Nils Liu)|資深資料科學家/副理 劉岦崱現任於金融產業,專注於人工智慧與資料科學的應用與落地。他長期投入於生成式 AI、RAG/GraphRAG 檢索架構、智慧型代理(AI Agents)以及知識管理系統的設計,並結合雲端技術(GCP、Cloud Run、Cloud SQL)推動銀行內部數位轉型。 在專案中,他不僅重視技術創新,更強調合規、安全與可稽核性,致力於打造符合金融監管標準的 AI 解決方案。劉岦崱曾在銀行內部創新競賽中獲得第一名,並持續推動 AI ... Show more

Paul O'Sullivan

Paul O'Sullivan

Paul is a seasoned data professional with over 30 years in Ireland’s financial services industry, bringing deep expertise in data transformation, analytics, and business intelligence.

Paul is a seasoned data professional with over 30 years in Ireland’s financial services industry, bringing deep expertise in data transformation, analytics, and business intelligence. Show more

Richard Abbuhl

Richard Abbuhl

Richard is a lead developer and chapter lead at Rabobank. He has more than 30 years of experience working both in the U.S. and in Europe. Richard has worked on numerous projects from small to large-sized companies and has developed software tools and enterprise applications for finance, medical, logistics, business services, and database mining. He has an MBA from a U.S. AACSB-certified school which he hopes can help companies build better products and provide better services with the goal of increasing quality, customer satisfaction, and ultimately higher profitability.

Richard is a lead developer and chapter lead at Rabobank. He has more than 30 years of experience working both in the U.S. and in Europe. Richard has worked on numerous projects from small to large-sized companies and has developed software tools and... Show more

Ravi Rane

Ravi Rane

Ravi Rane, Senior Software Engineering Manager, is a technology lead on the Enterprise Data team, bringing over 18 years of experience in developing scalable and resilient data platforms. His background spans both startups and major corporations within the payment and banking sectors, including Capital One. Ravi is dedicated to fostering collaborative environments that prioritize clean code, scalable architecture and continuous delivery, ensuring the successful launch of impactful products.

Ravi Rane, Senior Software Engineering Manager, is a technology lead on the Enterprise Data team, bringing over 18 years of experience in developing scalable and resilient data platforms. His background spans both startups and major corporations with... Show more

Max Beckers

Max Beckers

Solutions Architect at PAYONE GmbH, FinTech, Payments, Speaker, Writing Blogposts, OpenSource, Husband & Father / Family, Cooking

Solutions Architect at PAYONE GmbH, FinTech, Payments, Speaker, Writing Blogposts, OpenSource, Husband & Father / Family, Cooking Show more

Lazetta Braxton

Lazetta Braxton

Lazetta Rainey Braxton, MBA, CFP® is a high-impact, solution-oriented founder with a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of cultural competency in the financial services industry.

As Founder and Principal of The Real Wealth Coterie, a financial planning and wealth management firm, and Lazetta & Associates, a speaking and business consulting firm, Lazetta equips individuals and leaders to align their finances with their vision and values and achieve sustainable wealth. She is passionate about amplifying culture, talent, life, and money, and extends her expertise through public speaking, writing, consulting, and coaching.

Lazetta was named one of Crain's New York Business Notable Black Leaders and Executives and one of the top 10 of Investopedia’s 100 Top Financial Advisors for three consecutive years. Lazetta's national media presence includes TV appearances on NBC, CNBC, and CheddarNews and mentions in the WSJ, NY Times, LA Times, and Black Enterprise.

Lazetta Rainey Braxton, MBA, CFP® is a high-impact, solution-oriented founder with a proven track record of building successful entrepreneurial ventures, driving innovation, and navigating the complexity of cultural competency in the financial servic... Show more

Jason Ghassan Barakat

Jason Ghassan Barakat

Ghassan Barakat has demonstrated a rare ability to move between sectors such as finance, law, technology, and philanthropy, applying strategy while keeping community needs at the forefront. Whether launching startups, growing multi-million-dollar platforms, or supporting charitable initiatives, he has always emphasized systems that strengthen people's lives and leave a lasting legacy.

In 2022, Jason founded Nolos Cabinet Multidisciplinaire Inc., serving as Founder & CEO. Nolos was created to integrate FinTech, InsurTech, and LegalTech under a single platform. This venture aims to democratize financial and legal services, particularly for middle-class families. The company combines a Quebec-based legal firm, a notarial study, and a national financial MGA distributing solutions from Canada's leading institutions. With his leadership, Nolos has expanded through acquisitions and new partnerships. Among these was the acquisition of Skylegal in 2022, followed by creating a charitable foundation in 2023 to help families access justice and financial protection during estate and legacy planning. More recently, Jason acquired a technology firm that builds software for public and private organizations, further enhancing the B2B reach of the Nolos platform.

Before establishing Nolos, Ghassan gained experience as a Strategic Senior Consultant, working with Chubb Insurance and other major industry players. From 2003 to 2021, he was President and Principal Officer with AMF of La Capitale Services Conseils, where he grew assets under management from $300 million to over $3 billion, serving public sector employees with specialized solutions. In 2017, he became President of La Capitale Financial Security, where he expanded national operations for disability and personal finance services, redesigned compensation structures, and created an inclusive and high-performance culture. He also served as President of SSQ Financial Group Distribution, where he modernized retirement planning, oversaw post-merger alignment, and improved client experience and compliance.

Philanthropy has been a central part of Jason Barakat's life for over two decades. He has supported the Guignolet de Saint-Vincent de Paul tradition and contributed to various charitable efforts connected to public institutions and retirement planning. In 2021, he partnered with Peartree Canada to advance philanthropic planning for organizations and families. He later launched the Nolos Foundation, which is dedicated to expanding access to Justice & Family Legacy Planning. Jason is also a volunteer leader for nonprofit boards and interfaith humanitarian initiatives.

Jason studied at Concordia University, John Molson School of Business, focusing on finance, business law, and theology. He has also completed studies in securities, investments, estate planning, insurance, venture capital, and strategic philanthropy, earning certifications in these areas.

Outside of his professional accomplishments, Ghassan Barakat is a devoted husband and father of two. His family provides daily motivation and guides his values of love, faith, and responsibility, shaping his personal and professional life. With empathy, service, and humility, he remains committed to leaving a legacy for his children, his community, and future generations.

Ghassan Barakat has demonstrated a rare ability to move between sectors such as finance, law, technology, and philanthropy, applying strategy while keeping community needs at the forefront. Whether launching startups, growing multi-million-dollar pla... Show more

Jose Pereira Cabezuelo

Jose Pereira Cabezuelo

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management 💼 provides a strategic and well-rounded approach to navigating today's complex market conditions. I thrive on challenges 💪 and bring strong skills in team leadership 🧑‍🤝‍🧑, problem-solving 💡, and business development 💼 to every opportunity. From sales & trading📈 and real estate 🏠 to international trade 🤝, I've honed my adaptability 🔄 and time management skills ⏱️.
➡️ #Finance #InvestmentBanking #Trading #FinancialMarkets #Economics #InternationalTrade #MarketMaking #FinTech #Career #Networking #LetsConnect

Driven Economist 📈 with a Master in International Trade, deeply passionate about the fast-paced world of financial markets, trading, and investment banking. My experience in economy & finance education 📚, financial markets 📊, and asset management ... 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

Sharon Arandia

Sharon Arandia

Sharon Arandia es Jefa de la Carrera de Ingeniería Financiera en la UPB, donde impulsa proyectos de trading algorítmico y finanzas descentralizadas. Es graduada de la UPB, con estudios en TU Chemnitz, un Máster en Big Data y otro en curso en Machine Learning en Georgia Tech. Se especializa en análisis financiero, riesgo crediticio y trading, destacando su rol como Analista de Riesgos en el BCP y asociada en Lora & Asociados. Ha impartido cursos en licenciatura, postgrado e internacionales.

Sharon Arandia es Jefa de la Carrera de Ingeniería Financiera en la UPB, donde impulsa proyectos de trading algorítmico y finanzas descentralizadas. Es graduada de la UPB, con estudios en TU Chemnitz, un Máster en Big Data y otro en curso en Machine ... Show more

Innocent Kawooya, NIM

Innocent Kawooya, NIM

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include Everyone Program, Digital Impact Awards Africa, Women in FinTech Hackathon & Summit, 40 Days 40 FinTechs, and the Middle East and Africa Digital Transformation Summit, I have worked to empower women, youth, cross-border traders, and grassroots communities.
HiPipo’s work has been strengthened and blessed with a long-term partnership with the Gates Foundation and collaborations with high-impact partners such as COMESA, helping us drive interoperability, digital public infrastructure, and inclusive trade across the region. I was honoured to receive Uganda’s National Independence Medal from His Excellency the President of Uganda and to be named FinTech CEO of the Year 2024 & 2025 (MEA Awards) for this work. Alongside finance, I am also a filmmaker and entrepreneur, committed to building Africa’s digital, cultural, and economic future. I previously served as Co-chair of the Mojaloop Community Council for two terms!

I am Innocent Kawooya, NIM, the CEO of HiPipo, where, for over the last 20 years, I have championed financial inclusion, digital innovation, women empowerment, and the creative economy across Africa. Through flagship initiatives such as the Include E... Show more

Craig Bonn

Craig Bonn

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IPO companies. Today, he is the Managing Partner of Harley Capital LLC, an independent broker-dealer, and the Managing Member of Edge Partners LLC, which organizes Special Purpose Vehicles (SPVs) for accredited investors seeking access to late-stage private companies. His professional record includes exposure to various industries—technology, healthcare, energy, and consumer markets—and early involvement in companies such as Facebook, Databricks, and Anthropic.

Craig’s path began in New York, where he was born and raised, before pursuing his undergraduate education at the University of Hartford. Soon after completing his degree, he joined Lehman Brothers. Working at the firm placed him amid global financial activity, where he learned to evaluate risk, manage portfolios, and advise clients across diverse situations. While the environment was demanding and competitive, it also revealed to him the limitations of conventional financial instruments. He observed that not every client’s long-term goals could be met through traditional markets alone, which inspired him to look more closely at alternatives.

Guided by this insight, Craig established Harley Capital LLC. He aimed to create an independent, transparent, and long-term client service firm. Harley Capital grew into a boutique investment company, serving high-net-worth individuals, family offices, and trusts. Clients of Harley Capital benefit from carefully selected opportunities in areas such as private equity and pre-IPO investments, which are often beyond the reach of conventional investors. The firm emphasizes diversification, clear communication, and fiduciary responsibility as central to its mission.

Craig further extended his professional focus through Edge Partners LLC. At Edge Partners, he applies the SPV model to give accredited investors structured participation in pre-IPO and late-stage venture opportunities. Organized under a Delaware Series LLC, the firm is efficient and flexible while maintaining thorough due diligence. Edge Partners has prioritized investments in fields such as artificial intelligence, cybersecurity, robotics, and software, which are industries positioned for long-term growth. He oversees acquiring securities in private companies and holding them until liquidity events such as acquisitions or public offerings occur.

His approach to investing emphasizes three pillars: disciplined risk management, appropriate timing, and a long-term vision. Craig believes that successful outcomes require choosing companies with potential and structuring the investments to safeguard participants. His preference for SPVs reflects this philosophy, providing both access to growth and a framework that manages risk.

Beyond pre-IPO markets, Craig has been active in natural gas mineral funds, venture partnerships, hospitality REITs, and specialized financing. His involvement includes WhiteHawk Energy and investments in Outstanding Foods, Braemar Hotels and Resorts, Prospect Capital, and Urica Therapeutics. Each reflects his practice of assessing industries, market conditions, and company fundamentals before committing capital.

Craig has remained committed to philanthropy and community involvement outside his professional roles. He supports organizations such as Pink Aid and Fred’s Team, which fund cancer research and health initiatives. His contributions include both financial support and participation in awareness-building events.

Craig has lived with his wife in Westport, Connecticut, for over 25 years. He is a runner who has completed five marathons, including the New York Marathon. He also enjoys traveling and gaining perspective by engaging with different cultures and economies.

Balancing his career achievements with philanthropy and personal pursuits, Craig Bonn continues to follow a path that reflects dedication, long-term vision, and community engagement.

Over the course of his career, Craig Bonn has dedicated more than thirty years to developing strategies that help investors participate in opportunities outside of traditional markets. He focuses on alternative investments, private equity, and pre-IP... Show more

Hernan Parada

Hernan Parada

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity.
I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years.
I started out doing tech support for internet services, then worked as a systems auditor at PwC.
For 10 years, I led teams handling tech and operational risk management. My curiosity pushed me to explore other industries too — I took on cybersecurity roles, and then became IT Manager in the civil aviation sector in the public sphere, where I stayed for nearly six years.
Now I’m back to my first love — the financial world — and currently working as a CISO at a financial company.

And as a little "bonus track": I'm passionate about communication, so I went back to something I left hanging in my teens — in 2021, I graduated as a Professional Radio & TV Broadcaster from ETER School of Communication.

I'm Hernán. I'm 41. I’m a retired handball player, and totally into technology and cybersecurity. I studied Computer Science, got a diploma in Cybersecurity Management, and I've been working in different areas of IT and cyber for the past 20 years. ... Show more

Sathishkumar Palanisamy

Sathishkumar Palanisamy

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for leveraging advanced technologies to automate business processes, optimize workflows, and enable seamless digital transformation in the financial sector.

Sathish has successfully delivered end-to-end automation strategies across diverse markets, having worked extensively in both India and the United States. His unique global perspective empowers him to craft scalable, innovative solutions that bridge the gap between technology and business goals.
Prior to his current role, Sathish served as Senior Enterprise Architect, AVP at Citizens Financial Group, where he led enterprise-wide initiatives to integrate automation, improve operational efficiency, and enhance customer experiences. His leadership in driving strategic technology solutions resulted in significant business growth and elevated technological capabilities within the organization.

Currently, as an Expert Enterprise Architect at Discover Financial Services, Sathish is dedicated to pushing the boundaries of automation to transform banking operations. With a strong foundation in Computer Science, he specializes in creating advanced automation platforms that augment human potential, streamline complex business processes, and enable organizations to stay ahead in a rapidly evolving digital landscape.

Sathish is passionate about the future of automation, where he continues to lead industry evolution with forward-thinking technology solutions.

With 15 years of transformative experience in the Banking, Financial Services, and Payments industries, Sathishkumar Palanisamy is an expert in shaping the future of enterprise architecture. Based in Dallas, Texas, he’s driven by a passion for levera... Show more

Dominik Moser

Dominik Moser

He studied Software Engineering at the Vienna University of Technology.

Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering".

In recent years, he has been serving as Backend Chapter Lead and Architect at Erste Group, where he has contributed to building George, one of Europe’s leading online banking platforms.

He studied Software Engineering at the Vienna University of Technology. Early in his career, he worked as a tutor and later as an assistant lecturer on courses such as "Software Engineering and Project Management" and "Quality Software Engineering... Show more

Alistair Corrie

Alistair Corrie

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results which confirmed what he had been trying to do all his life.

In 2003 Alistair and his wife decided that every year they would a) learn a new skill, b) do something new and c) go somewhere new. They are living proof that we can reclaim the natural agility we were born with.

Alistair started out as a Chartered Accountant, but always felt there was a more obvious and less bureaucratic way of delivering an outcome. He came across Agile in 2017 and never looked back. Here was a way of doing things and achieving results whic... Show more

Justin Dragos

Justin Dragos

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss.

Justin is a complete TypeScript nerd and expert in building financial systems. He's been building finance software for over 13 years and has invented a completely new ledgering method to create systems where it's impossible to create loss. Show more

Erin Sykes

Erin Sykes

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation.

Specializing in helping clients year-round in Palm Beach, The Hamptons, New York City, and the New Jersey coast, Erin utilizes her combined background in finance and construction to take an analytical and qualitative approach to amplifying clients’ return on investment.

With a background in commercial and luxury residential construction at her family’s 120+ year-old firm and certification as a LEED AP – New Construction, Erin understands how to optimize new development and intricate renovation using sustainable and architecturally-appropriate materials and methodology.

As a business news contributor, Erin is responsible for developing and translating real estate trend data into consumer and industry insights. She reports on monthly housing starts, new developments, rate changes and general industry trends for all major news outlets.

Erin is often interviewed by Fox Business News, CNBC, TODAY, CNN, NBC Nightly News, The Real Deal, Bloomberg, Mansion Global, Forbes, TechCrunch, and Inc. She holds an MBA from Pepperdine University and a Bachelor's in Finance and International Business from Villanova University.

Erin resides between Palm Beach, NYC & Longport, NJ and is deeply involved with the Historical Society of Palm Beach County, Opportunity, Inc., and the Southampton Hospital Foundation.

Follow Erin on Instagram and Twitter @SykesStyle

Erin Sykes’ perseverance and ability to anticipate trends are what have driven her success. Erin strives to help clients reach their unique goals with discreet, individualized attention and action-orientation. Specializing in helping clients year... Show more

Warren Rocchi

Warren Rocchi

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. That was the girl, and as for SQL and Data the affair continues. Warren consults as a Data Engineer for Moyo Business Advisory and is a volunteer Lead for Johannesburg Data Platform. In his spare time he likes Mountain biking, Ice Skating, Offroad 4x4ing and Cleaning up Rivers

Commonly described as the boy next door (although next door to whom has never been quite defined), Warren fell in love with SQL when he was accidentally thrust into it after going to see a girl at a tech company. He liked it so he put a ring on it. T... 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

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

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