Finance & Banking

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

Mehak Goyal

Mehak Goyal

From a civil engineer to an investment banker to a software engineer

From a civil engineer to an investment banker to a software engineer Show more

Ifeoluwa Oduwaiye

Ifeoluwa Oduwaiye

My name is Ifeoluwa, and I’m passionate about building scalable AI solutions. I have over four years of experience in data science and analytics, with proven expertise across finance, fintech, voice tech, and education.

One of my favourite mantras is, "I build production-ready AI models", and that's because I get that itch when I see models sitting pretty in a repository; I always take the extra step to put them on the web. I am a proactive individual, and that much is evident in my commitment to continuous learning, and my strong work ethic.

Some might think of me as a Jack-of-all-trades, but I believe it's all a matter of perspective. I bring a creative flair to every project that I work on. I also write blogs (https://medium.com/@ifeoluwaoduwaiye), articles, research papers, and whitepapers, including this very bio that you're reading. If that didn't do me justice, shoot me an email, let’s have a chat.

My name is Ifeoluwa, and I’m passionate about building scalable AI solutions. I have over four years of experience in data science and analytics, with proven expertise across finance, fintech, voice tech, and education. One of my favourite mantras... Show more

Umesh Rawat

Umesh Rawat

Umesh Rawat is a senior technology leader with 22+ years of experience building large-scale enterprise systems across financial technology, data integration, workflow orchestration, and operational platforms.

His work focuses on enterprise architecture, intelligent automation, and modern data systems, with particular interest in applying AI responsibly within complex, high-stakes environments.

As a speaker, Umesh shares practical insights on AI, enterprise systems, data platforms, architecture, and the future of intelligent operations.

Umesh Rawat is a senior technology leader with 22+ years of experience building large-scale enterprise systems across financial technology, data integration, workflow orchestration, and operational platforms. His work focuses on enterprise archite... Show more

Stefan Gräfe

Stefan Gräfe

Stefan is on a mission to take the pain and risk out of B2B e-invoicing, transforming dry legal mandates into sleek, scalable enterprise architecture. Backed by over 15 years as a Software Architect and Senior Lead Developer, his approach bridges the gap between strategy and execution. He isn’t just a conceptual designer, but a hands-on builder of complex systems. Prior to his current focus, industry leaders in FinTech, logistics, and aerospace relied on his architectural decisions to build mission-critical, highly scalable platforms. Now, on stage, Stefan shows tech leaders and decision-makers how to integrate clunky e-invoicing standards into existing ERPs elegantly, future-proof, and without the compliance headaches.

Stefan is on a mission to take the pain and risk out of B2B e-invoicing, transforming dry legal mandates into sleek, scalable enterprise architecture. Backed by over 15 years as a Software Architect and Senior Lead Developer, his approach bridges th... Show more

Arya Hari

Arya Hari

As an ISTQB Certified QA Professional with 8 years in fintech and entertainment, I champion diversity in tech. Passionate about tackling bias in software development, I led a project recognized as Best Women-Led Project at a Vista Equity hackathon. With dual Master's degrees, I'm dedicated to innovation. Actively volunteering, I mentor aspiring women and non-binary individuals. Eager to give back to the community, I'm excited about Oredev which I have previously attended with Pink.

As an ISTQB Certified QA Professional with 8 years in fintech and entertainment, I champion diversity in tech. Passionate about tackling bias in software development, I led a project recognized as Best Women-Led Project at a Vista Equity hackathon. W... Show more

Paras Dalal

Paras Dalal

In the software development since 1990s
Always like to explore new technologies
Was professionally teaching managerial information systems to post grad students
Working in investment/wealth management company since 20 years
Love to discuss any technological things to improve work/life

In the software development since 1990s Always like to explore new technologies Was professionally teaching managerial information systems to post grad students Working in investment/wealth management company since 20 years Love to discuss any te... Show more

Hassan Tejan Mansaray

Hassan Tejan Mansaray

Hassan is a PhD researcher in Economics and Finance at Cranfield University School of Management, with a strong background in Development Economics and International Development. He holds a BSc (Hons) in Applied Accounting (2.1) from the Institute of Public Administration and Management (IPAM), University of Sierra Leone, and an MSc in International Finance and Economics from Canterbury Christ Church University, UK.

With over 10 years of experience, including more than eight years in advisory roles, Hassan has worked extensively in International Development, Research and Policy, and Development Programme Management across Africa and Europe. He has held both permanent and consultancy positions with leading organizations such as the World Food Programme, United Nations Development Programme, European Commission, European Central Bank, and the World Bank Group.

His work in Africa has focused on Sustainable Development, Host Government Support, Emergency Operations, and designing programme interventions that drive meaningful outcomes.

Hassan is a Certified PRINCE2® Project Management Professional and a member of the American Finance Association and the London Fiscal Institute.

Hassan is a PhD researcher in Economics and Finance at Cranfield University School of Management, with a strong background in Development Economics and International Development. He holds a BSc (Hons) in Applied Accounting (2.1) from the Institute of... Show more

Aspen Ambrose

Aspen Ambrose

Aspen Ambrose a Senior Data Analyst with 10+ years of experience helping organizations turn complex data into clarity, confidence, and informed decision‑making. Aspen’s work focuses on bridging the gap between data and strategy—ensuring insights are not only accurate, but usable. Aspen has a variety of experience in analytics, supporting initiatives such as enterprise reporting and visualization, risk analysis, and operational insights. These experiences shape a practical, real‑world perspective on the topic being discussed today. In her most recent work, Aspen supports analytic initiatives at First Citizens Bank to make informed decisions, improve performance, and drive meaningful outcomes. Based in Raleigh, North Carolina, Aspen brings prior experience in Audit, project management, and account management, through other organizations such as iconectiv and JetBlue allowing her to approach analytics through both a technical and business lens. Outside of day‑to‑day work, Aspen is actively involved in local philanthropy work, sitting on the boards of the Apex Public School Foundation and the Apex Culture and Arts Advisory Board, as well as working in the local food bank and angel tree programs reinforcing a passion for giving back to the community.

Aspen Ambrose a Senior Data Analyst with 10+ years of experience helping organizations turn complex data into clarity, confidence, and informed decision‑making. Aspen’s work focuses on bridging the gap between data and strategy—ensuring insights are ... Show more

Vyshak Bellur

Vyshak Bellur

Vyshak Bellur is a Software Engineer III at JPMorgan Chase with over 10 years of experience building enterprise-scale systems across financial services, automotive, and retail.

He specializes in applying AI in real-world production environments, including LLM-powered workflows, observability-driven systems, and large-scale API platforms. His work focuses on making AI reliable, scalable, and compliant within regulated industries.

Vyshak has led initiatives that improved system reliability, reduced production incidents, and supported high-volume transaction systems. He is particularly interested in bridging the gap between AI innovation and practical enterprise adoption.

He is currently pursuing a PhD in Computer Science, with research spanning applied machine learning, computational linguistics, and bioinformatics.

He speaks about building AI systems that work in production — not just in demos.

Vyshak Bellur is a Software Engineer III at JPMorgan Chase with over 10 years of experience building enterprise-scale systems across financial services, automotive, and retail. He specializes in applying AI in real-world production environments, i... Show more

Ashish Garg

Ashish Garg

Ashish is a senior product leader who helps large enterprises turn AI, data, and disciplined product operations into faster decisions and more predictable execution. With extensive experience across Fortune 100 retail and e-commerce environments, he has led portfolios spanning Product Operations, AI/ML decision products, and GenAI enablement—connecting strategy, multi-quarter roadmaps, and operating cadence to measurable business outcomes (details available upon request).

He is best known for building the “operating system” behind high-performing product organizations: continuous planning, portfolio governance, intelligent intake and prioritization, executive-ready scorecards, and adoption loops that keep teams aligned from annual planning through delivery. In parallel, he operationalizes GenAI responsibly—embedding LLM-enabled assistants into product workflows (backlog hygiene, artifact quality, stakeholder narratives) and establishing repeatable patterns for retrieval-augmented generation (RAG), prompt design, and internal governance so pilots can scale.

Across finance, supply chain, and customer-facing domains, Ashish has repeatedly translated analytics into products that leaders trust: forecasting and optimization, productivity insights, anomaly detection, and conversational automation. He brings a practitioner’s blend of executive product judgment and hands-on technical fluency (modern data stacks, experimentation/instrumentation, and AI productization).

Ashish’s thought leadership includes published work in applied AI and data science, along with ongoing doctoral study focused on AI/ML. He welcomes invitations for executive roundtables, panels, podcasts, guest lecturing, and judging/mentoring programs—especially at the intersection of GenAI, product operations, and decision intelligence.

Ashish is a senior product leader who helps large enterprises turn AI, data, and disciplined product operations into faster decisions and more predictable execution. With extensive experience across Fortune 100 retail and e-commerce environments, he ... Show more

Pedro Camacho

Pedro Camacho

Pedro Camacho is the CEO and co-founder of NEARSOFT Solutions, revolutionizing Digital Banking since 2017.
With over 25 years in software engineering and leadership, Pedro Camacho drives innovation and inclusivity in financial technologies.
At NEARSOFT, Pedro Camacho merges technical expertise with strategic foresight, focusing on accessible, transformative banking solutions.
Pedro Camacho is committed to fostering collaboration and advancing global financial empowerment.

Pedro Camacho is the CEO and co-founder of NEARSOFT Solutions, revolutionizing Digital Banking since 2017. With over 25 years in software engineering and leadership, Pedro Camacho drives innovation and inclusivity in financial technologies. At N... Show more

Ezequiel Dieguez

Ezequiel Dieguez

Me presento, soy Ezequiel Matías Dieguez, Engineering Manager con una trayectoria construida íntegramente dentro de la ingeniería.
Soy argentino, vivi tres años en Chile y actualmente me muevo entre ambos países según la época del año.

Comence mi carrera en sistemas a los 20 años como asistente de sistemas y fue evolucionando por distintos roles técnicos: desarrollador, analista, analista programador y líder de equipos, hasta desempeñarse como arquitecto corporativo en Falabella.
Actualmente es Engineering Manager en Tenpo, el primer neobanco de Chile, donde lidera equipos enfocados en construir plataformas escalables, confiables y observables.

Mi interés principal está en cómo las decisiones de ingeniería desde la arquitectura, herramientas, monitoreo y observabilidad impactan en la adopción por parte de los equipos, la calidad del software y la toma de decisiones técnicas a nivel organizacional.

Me presento, soy Ezequiel Matías Dieguez, Engineering Manager con una trayectoria construida íntegramente dentro de la ingeniería. Soy argentino, vivi tres años en Chile y actualmente me muevo entre ambos países según la época del año. Comence mi... Show more

Danish Reddy Agarampalli

Danish Reddy Agarampalli

I'm a Data Architect (Staff) at Walmart focusing mainly on the FinTech and Walmart Claims Services (WCS).

I'm a Data Architect (Staff) at Walmart focusing mainly on the FinTech and Walmart Claims Services (WCS). Show more

Tetiana Afanasieva

Tetiana Afanasieva

I am a Senior Quality Assurance Engineer specializing in financial data integrity, automation, and large-scale FinTech systems. For the past several years, I have worked on validating complex financial platforms serving institutional investors and financial advisors, ensuring data accuracy, performance, and system reliability.

My expertise includes automated validation of large financial datasets, API testing, cross-provider data reconciliation, and AI-assisted testing frameworks. I focus on deterministic testing strategies, data integrity controls, and scalable automation solutions for capital markets systems.

With a background in biotechnology engineering and an ISTQB certification, I bring an analytical and research-driven approach to software quality. I collaborate with cross-functional engineering teams across North America and Europe and contribute to advancing best practices in financial data validation and quality engineering.

I am a Senior Quality Assurance Engineer specializing in financial data integrity, automation, and large-scale FinTech systems. For the past several years, I have worked on validating complex financial platforms serving institutional investors and fi... Show more

Kevin Calcín

Kevin Calcín

Profesional con experiencia en automatizaciones y analítica de datos en el sector financiero en Santander Consumer y BCP, Se especializa en el desarrollo de soluciones empresariales con herramientas Low-code y RPA, logrando reducir tiempos de ejecución en un 70% en implementaciones integrales. Posee certificaciones PL-900 ( PL-900: Microsoft Certified: Power Platform Fundamentals) y PL-300 ( PL-300: Microsoft Certified: Power BI Data Analyst Associate).

Profesional con experiencia en automatizaciones y analítica de datos en el sector financiero en Santander Consumer y BCP, Se especializa en el desarrollo de soluciones empresariales con herramientas Low-code y RPA, logrando reducir tiempos de ejecuc... Show more

Yida Zhang

Yida Zhang

Yida Zhang is a senior investment analyst with extensive domain knowledge and investment experiences covering multiple sectors including Software, Internet, Consumer, and Energy. She has worked with top-tier investment firms including Fidelity, Citadel, and Squarepoint, developing profound insights into industry themes, product roadmaps, and competitive landscapes for covered sectors. She has also built a unique investment process and portfolio management framework leveraging her experiences working for diversified investment mandates.

Yida Zhang is a senior investment analyst with extensive domain knowledge and investment experiences covering multiple sectors including Software, Internet, Consumer, and Energy. She has worked with top-tier investment firms including Fidelity, Citad... Show more

Juan Felipe Gonzalez S.

Juan Felipe Gonzalez S.

Juan Felipe Gonzalez is a data analytics professional with a strong focus on using data to drive smarter people, business, and investment decisions. He completed a Master’s degree in HR/Business Analytics at Montclair State University, where he combines advanced analytics, statistics, and business strategy to solve real-world workforce and organizational challenges.

With a background in Business Administration and hands-on experience with HRIS systems, data visualization, and analytics tools (Python, SQL, Tableau, Power BI, Excel), Juan specializes in translating complex data into actionable insights for leaders. His work sits at the intersection of human capital, technology, and financial decision-making, with interests spanning workforce analytics, M&A analytics, and data-driven growth strategies.

Juan Felipe has worked in administrative and Data-focused roles in both Colombia and the U.S.. He has been actively involved in global leadership and talent development initiatives through organizations like AIESEC. He is bilingual in English and Spanish, with international experience that informs his perspective on global talent markets and organizational dynamics.

Beyond analytics, Juan Felipe is deeply interested in entrepreneurship, venture capital, and AI-driven business models, exploring how data and automation are reshaping the future of work, investing, and company building. He regularly speaks about bridging the gap between analytics and business impact, especially for early-career professionals and organizations looking to modernize their people strategies.

Juan Felipe Gonzalez is a data analytics professional with a strong focus on using data to drive smarter people, business, and investment decisions. He completed a Master’s degree in HR/Business Analytics at Montclair State University, where he combi... Show more

Sérgio Giraldo

Sérgio Giraldo

I am working with banking technology for 25 years+ and leading cloud and integration projects at ING since 2020.

I am working with banking technology for 25 years+ and leading cloud and integration projects at ING since 2020. Show more

Ayomide Junaid

Ayomide Junaid

Junaid Ayomide is a fintech compliance and risk professional with a strong legal foundation and hands-on experience across regulated financial services and high-growth technology environments. Trained in law and holding an LL.B from the University of Lagos, she brings a legal-first mindset to modern compliance challenges, combining statutory interpretation with practical execution.

Her experience spans AML and CTF controls, fraud detection, sanctions investigations, chargebacks, enhanced due diligence, and regulatory reporting. Ayomide has worked on complex transaction reviews, high-risk customer assessments, and sanctions screening aligned with international frameworks, while also contributing to audit readiness and compliance process improvements through automation and operational optimization.

As a speaker, Ayomide focuses on how legal principles translate into real-world compliance decisions within tech-driven organizations. She is particularly interested in bridging the gap between compliance, engineering, and product teams to build defensible, scalable systems without slowing innovation.

Junaid Ayomide is a fintech compliance and risk professional with a strong legal foundation and hands-on experience across regulated financial services and high-growth technology environments. Trained in law and holding an LL.B from the University of... 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

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

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

Hriday Gabhawalla

Hriday Gabhawalla

Hriday Gabhawalla is a rising professional in business process solutions, currently working at Deloitte in India, where he leverages his expertise to drive efficiency and innovation in operational workflows. Holding a commerce background from Narsee Monjee College of Commerce & Economics and pursuing the globally recognized ACCA qualification, Hriday combines academic excellence with hands-on industry experience.
He is also the creator of the LinkedIn newsletter The Automated Advantage, where he delivers weekly insights on practical frameworks for harnessing AI to transform business processes.
His passion for rebuilding workflows isn't just theoretical. While still a student, he was struck by how most accounting software failed to enforce fundamental financial controls, forcing users into manual bypasses. He realized this "control gap" was an architecture problem.
This led him to build "ProAcc," a full-stack MVP to prove that robust, auditable controls—like Segregation of Duties—can be embedded directly into a modern web app. For the project, he used Next.js 15, TypeScript, and Google's Genkit to build a system that enforces a "Maker-Checker" workflow and immutable audit trails from the ground up.
An engaging and forward-thinking speaker, Hriday excels at demystifying automation and its impact on finance. His talk offers a unique perspective: he doesn't just discuss theory; he provides an actionable, code-level blueprint drawn from his multifaceted journey.
Beyond the professional realm, Hriday is a dedicated HYROX athlete, having recently competed in the 2025 Mumbai event, demonstrating his commitment to holistic growth.

Hriday Gabhawalla is a rising professional in business process solutions, currently working at Deloitte in India, where he leverages his expertise to drive efficiency and innovation in operational workflows. Holding a commerce background from Narsee ... Show more

Jonna Keller

Jonna Keller

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on helping families protect and grow their wealth through tailored financial strategies involving insurance, estate planning, and portfolio management. Her approach prioritizes understanding each client’s goals, market conditions, and risk appetite over offering financial products.

Keller’s dedication to her clients runs deep. She always puts their best interests above commission-driven transactions or fees. This commitment has allowed her to cultivate long-lasting relationships based on transparency and trust. Clients rely on her for unbiased advice to secure their financial futures.

Serving primarily high-net-worth individuals, Keller offers an independent viewpoint on wealth management. She emphasizes education and mentorship, guiding clients through complex financial decisions with personalized plans shaped by her extensive investment experience. Her style is clear, direct, and free of hidden agendas.

A significant aspect of Keller’s expertise is family wealth planning. Jonna Keller helps clients design strategies that protect assets and enable smooth wealth transfer across generations. This involves tools such as asset protection trusts, wills, estate distribution plans, and tax-deferred insurance policies. Her plans also account for unexpected life events and long-term care, ensuring clients are prepared for a range of possibilities.

Tax reduction planning is a key component of FSI's services. Keller and her team work proactively to minimize tax burdens during clients’ working years and into retirement. This includes balancing capital gains and losses, advising on the timing of withdrawals from retirement accounts such as 401(k)s and IRAs, and helping clients manage tax brackets through long-term versus short-term capital gains strategies.

Retirement income planning is another critical area in which Keller provides tailored solutions. She assesses each client’s financial picture to develop reliable cash flow distribution plans. These strategies typically combine passive and active income streams, savings plans, and asset management tailored to individual needs.

Estate planning support is crucial for many of Keller’s clients, who often have diversified portfolios that include investments, real estate, and cash. She assists families in valuing their estates accurately and developing strategies to distribute assets efficiently while minimizing tax impacts.

Keller holds professional designations, including Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), in addition to Series 7, 63, and 65 securities registrations. She has served as Chair of the Women’s Leadership Council and received accolades, including the AssetMark National Community Inspiration Award.

Beyond her professional work, Keller is deeply engaged in philanthropy. She volunteers extensively with the Boys and Girls Clubs of Sarasota County and has been recognized for her dedication. She also contributes to fundraising efforts for arts and education nonprofits such as the Westcoast Black Theatre Troupe and the Sarasota Pops Orchestra.

Outside her career and volunteer efforts, Jonna Keller enjoys spending time with loved ones, traveling, maintaining an active lifestyle, and cooking with fresh local ingredients. Her life reflects a commitment to integrity, thoughtful financial planning, and meaningful community involvement.

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on help... Show more

Cyril Uket

Cyril Uket

I’m Cyril Uket, a passionate builder with over 8 years of experience in software development. I specialize in creating innovative, scalable solutions that solve real-world challenges.

I’m currently the Co-founder of MYAZA, a fintech company on a mission to unify Africa’s payment systems and make cross-border transactions seamless, affordable, and inclusive for individuals and businesses across the continent.

Driven by curiosity and a love for problem-solving, I’m always exploring how technology can connect people, improve lives, and shape the future of finance in Africa.

🚀 Interests: Fintech, cross-border payments, financial inclusion, AI in finance, startup growth
🎮 Outside of work, I enjoy gaming, movies, and exploring creative tech projects.

I’m Cyril Uket, a passionate builder with over 8 years of experience in software development. I specialize in creating innovative, scalable solutions that solve real-world challenges. I’m currently the Co-founder of MYAZA, a fintech company on a m... Show more

Basant Mounir

Basant Mounir

Basant Mounir is a Senior Data Scientist at the Central Bank of Egypt, Industry Expert & Mentor for MIT ADSP, AI Advisor, Angel Investor, and Speaker. She thrives on collaborating with stakeholders to bring their vision to life, learning whatever it takes to deliver the end-to-end product that revolutionizes their workflows. Mounir is an active community builder; she founded an award-winning data science school at her IEEE branch, and most recently, co-hosted Egypt's first GenAI agent hackathon. A global thinker, Mounir travels across Africa, Europe, the US, and Japan to work with and learn from their data communities.

Basant Mounir is a Senior Data Scientist at the Central Bank of Egypt, Industry Expert & Mentor for MIT ADSP, AI Advisor, Angel Investor, and Speaker. She thrives on collaborating with stakeholders to bring their vision to life, learning whatever it... 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

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

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