Marta is a pattern seeker, cerca da sempre come funzionano le cose, umane e tecnologiche, la ragione che completa il sentimento. Ha studiato legge, cinese, scritto codice per più di dieci anni e alla fine intuito che tutte le regole hanno delle eccezioni. L'importante è saperle intercettarle.

Marta is a pattern seeker, cerca da sempre come funzionano le cose, umane e tecnologiche, la ragione che completa il sentimento. Ha studiato legge, cinese, scritto codice per più di dieci anni e alla fine intuito che tutte le regole hanno delle eccez... Show more

Especialista en Estrategia, Producto y Finanzas por UPenn y London Business School. Becado Internacional en Innovation & AI por la IE university. Desarrollador de agentes y agencia IA para la optimización de análisis financieros y corporativos.

Especialista en Estrategia, Producto y Finanzas por UPenn y London Business School. Becado Internacional en Innovation & AI por la IE university. Desarrollador de agentes y agencia IA para la optimización de análisis financieros y corporativos. Show more

Tim Neumann is a Senior Consultant for UMS Consulting and transformation practitioner with a strong focus on Business–IT alignment, portfolio management, and value‑driven ways of working.
Over the past years, Tim has worked with banks and insurance companies across Europe, supporting large‑scale digital, AI, and organisational transformations at the intersection of strategy, execution, and culture. His work centres on one recurring question: how organisations can stop optimising for busyness and instead organise around real business outcomes.
Tim combines hands‑on experience in scaled agile environments, portfolio and flow management, and process excellence with a strong appreciation for data‑informed decision‑making and human‑centred change. He has led and supported transformation projects in highly regulated environments.
He is a SAFe 6.0 Practice Consultant (SPC) and a Sooner Safer Happier Advocate 2026, actively promoting outcome‑oriented leadership, transparency, and sustainable ways of working. His approach is pragmatic and experience‑driven rather than framework‑centric, shaped by what actually works in complex organisations, and what doesn’t.
Tim regularly designs and delivers trainings, executive workshops, and simulations on topics such as portfolio steering, flow, and digital transformation. He believes that meaningful change happens when strategy, structure, and everyday work are finally aligned.

Tim Neumann is a Senior Consultant for UMS Consulting and transformation practitioner with a strong focus on Business–IT alignment, portfolio management, and value‑driven ways of working. Over the past years, Tim has worked with banks and insurance ... Show more

Results-driven technology professional with experience across hospitality tech, SaaS product engineering, and enterprise financial systems. I thrive in complex environments where solving operational challenges and building scalable, reliable systems drives real business impact.

My career began in hospitality technology, where I progressed from integrating global clients onto a SaaS platform to owning the product lifecycle and delivering high-impact features at scale. I supported deployments across 1,100+ properties in diverse markets and led a 27-member team, fostering a culture of collaboration, accountability, and continuous improvement - all while enhancing guest experience and operational efficiency.

Today, I’m a Production Engineer at Bank of America, supporting the Enterprise Risk & Finance Technology organization. My work focuses on the stability, resilience, and continuous improvement of mission-critical systems that power risk, finance, and regulatory functions at enterprise scale.

I’m most energized at the intersection of technology and business strategy - where reliability, scale, and user impact come together. I value ownership, continuous learning, and delivering outcomes that matter.

Open to connecting with professionals across technology, product, data, and financial systems.

Results-driven technology professional with experience across hospitality tech, SaaS product engineering, and enterprise financial systems. I thrive in complex environments where solving operational challenges and building scalable, reliable systems ... Show more

Rajasekhara Reddy Syamagari is a seasoned SAP FI consultant with over 24 years of professional experience, including 17 years in IT and six years in finance, costing, and MIS domains. As a certified SAP S/4HANA Financial Accounting Associate, Rajasekhara has spearheaded numerous end-to-end SAP implementation and rollout projects, delivering innovative financial solutions for global organizations.
His expertise encompasses a wide range of SAP functionalities, including New General Ledger, Accounts Payable/Receivable, Asset Accounting, Bank Communication Management, and Cash & Liquidity Forecasting. Rajasekhara has also led strategic initiatives in data migration, leveraging tools like the SAP Migration Cockpit and LSMW to ensure seamless transitions from legacy systems. He is proficient in integrating SAP with other enterprise systems, optimizing workflows, and addressing complex business challenges with tailored solutions.
Rajasekhara has a proven track record of delivering impactful results, such as enhancing cash flow visibility through advanced forecasting models and reducing manual interventions by automating SAP business processes. His technical acumen is complemented by strong analytical skills and a collaborative approach to stakeholder engagement, ensuring alignment between technical deliverables and business goals.
A dedicated mentor and trainer, he has conducted comprehensive training sessions for SMEs and business users, empowering teams to harness the full potential of SAP systems. Rajasekhara holds an MS in Information Technology from Southern New Hampshire University and certifications in cost and management accounting. His blend of technical expertise, strategic vision, and leadership makes him a sought-after speaker for SAP and finance-related conferences.

Rajasekhara Reddy Syamagari is a seasoned SAP FI consultant with over 24 years of professional experience, including 17 years in IT and six years in finance, costing, and MIS domains. As a certified SAP S/4HANA Financial Accounting Associate, Rajasek... Show more

For Reuters, I focus on securities regulation, consumer finance and prudential oversight. I was previously a Congo-focused anticorruption investigator for a transparency organization and have covered war crimes trials, resource corruption and human rights. My reporting sparked a foreign bribery probe of a publicly traded mining company.

For Reuters, I focus on securities regulation, consumer finance and prudential oversight. I was previously a Congo-focused anticorruption investigator for a transparency organization and have covered war crimes trials, resource corruption and human r... Show more

Deepak Saxena is a Vice President of Data Science at TWG Global Holdings, where he leads the design and delivery of large-scale data engineering, analytics, and AI platforms supporting investment decision-making across structured finance products including RMBS, CMBS, ABS, and CLOs.

With over a decade of experience in enterprise data systems, Deepak specializes in building cloud-native, high-performance analytics solutions using modern data platforms, distributed computing, and AI/ML techniques. His work focuses on explainable analytics, scalable data pipelines, and applying AI responsibly in financial and enterprise decision systems.

Deepak has hands-on experience across the full lifecycle of data products—from ingestion and modeling to advanced analytics, visualization, and production deployment. He actively works with technologies such as Python, Spark, SQL, cloud platforms, and modern AI/LLM frameworks to solve real-world business problems.

In addition to his industry role, Deepak is an active contributor to technical communities through conference submissions, research-oriented writing, and mentoring. His speaking interests include applied AI, data engineering at scale, explainable machine learning, and the intersection of AI and finance.

He is passionate about sharing practical insights that help organizations move from experimental AI to reliable, production-ready systems.

Deepak Saxena is a Vice President of Data Science at TWG Global Holdings, where he leads the design and delivery of large-scale data engineering, analytics, and AI platforms supporting investment decision-making across structured finance products inc... Show more

Kattya García, Ingeniera de sistemas con 5 años de experiencia, que a lo largo de todo este tiempo uno de mis principales objetivos es apoyar e inspirar a más generaciones de mujeres a que se adentren en el mundo de la tecnología, demostrándoles que el talento y la pasión no tienen género.

Kattya García, Ingeniera de sistemas con 5 años de experiencia, que a lo largo de todo este tiempo uno de mis principales objetivos es apoyar e inspirar a más generaciones de mujeres a que se adentren en el mundo de la tecnología, demostrándoles que ... Show more

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

I am a tech founder and recognized data science leader with over 10 years of experience in financial intelligence and advanced data engineering. As Co-Founder and CTO of ClearPic.ai, I lead the technical vision for an intelligence platform that uses Python, AI, and graph databases to uncover hidden corporate risks. With past leadership roles including Head of R&D at Urus Advisory and data consulting at Deloitte and PwC, I specialize in turning complex, messy data into clear networks.

I am an active speaker in the global tech community (OpenTalks.AI, PyCon), dedicated to sharing practical strategies for building resilient, AI-driven business tools.

I am a tech founder and recognized data science leader with over 10 years of experience in financial intelligence and advanced data engineering. As Co-Founder and CTO of ClearPic.ai, I lead the technical vision for an intelligence platform that uses ... Show more

I’m a Data Engineer with 6.5 years of experience designing and evaluating scalable, production-grade data and analytics systems in regulated and enterprise environments. My work focuses on regulatory-compliant data engineering, legacy system modernization, and hybrid ETL/ELT architectures that bridge traditional platforms with modern cloud technologies.

I specialize in cloud data warehousing, data quality frameworks, and building analytics-ready pipelines using tools such as Snowflake, DBT, and enterprise ETL platforms. In my role, I regularly review system architecture, data integrity, and real-world feasibility of technical solutions, which allows me to bring an execution-focused, practical perspective to both speaking and judging engagements.

I enjoy working with builders and teams to help transform ideas into reliable, impactful solutions and actively contribute as a judge, technical reviewer, and mentor in hackathons and innovation programs focused on real-world problem solving.

I’m a Data Engineer with 6.5 years of experience designing and evaluating scalable, production-grade data and analytics systems in regulated and enterprise environments. My work focuses on regulatory-compliant data engineering, legacy system moderniz... Show more

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

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

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio.

Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for businesses—providing direct connections to over 10,000 banks globally, instant bank reconciliation, and the ability to make fast, simple payments both domestically and internationally—all within Business Central.

In addition to building strong partner relationships across the UK and EU, Phil is one of the leading Banking and payments experts at Yavrio. Built on Open Banking technology, Yavrio delivers a comprehensive embedded banking solution for business... Show more

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 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

Devdas Gupta is a seasoned technology leader and Principal Software Engineer & Architect with over 20 years of experience at the intersection of AI-driven enterprise solutions, distributed systems design and architecture, and cloud integration, modernizing mission-critical platforms across the fintech, e-commerce, and healthcare sectors.

Currently serving as a Senior Manager of Software Development and Engineering Lead at Charles Schwab, USA, his expertise spans cloud-native distributed systems design and orchestration, including microservices, event-driven architectures, and intelligent automation.

A Senior Member of IEEE and a Fellow of BCS and IET, he actively contributes to the global technology community as a research paper reviewer, keynote speaker, hackathon judge, and mentor. Passionate about innovation, he drives engineering excellence, enterprise integration, and automation-led development. In addition to his technical leadership, he volunteers with IEEE committees and serves as a professional assessor and thought leader, helping shape the next generation of engineers and intelligent digital solutions.

Devdas Gupta is a seasoned technology leader and Principal Software Engineer & Architect with over 20 years of experience at the intersection of AI-driven enterprise solutions, distributed systems design and architecture, and cloud integration, moder... Show more

José P. es un ingeniero de machine learning (ML) y científico de datos que integra métodos estadísticos y computacionales para convertir los datos en valor. Actualmente trabaja en el equipo de Ingeniería de Prevención de Fraude de IBM Cloud, centrándose en ingeniería de ML y MLOps, incluyendo el diseño de pipelines, arquitecturas y herramientas para poner en producción modelos predictivos. José ha trabajado en los sectores de fintech y banca, en startups centradas en la prevención del fraude, y en empresas tecnológicas más amplias, lo que le ha proporcionado una visión práctica de los sistemas de ML en el mundo real. Sus habilidades técnicas e interpersonales ayudan a conectar a ingenieros, estadísticos y líderes empresariales, asegurando una comprensión compartida y resultados prácticos. Además del trabajo, disfruta de la lectura, senderismo, del té, y pasar tiempo con sus perros, Pequeña Mai y El Milanesso.

José P. es un ingeniero de machine learning (ML) y científico de datos que integra métodos estadísticos y computacionales para convertir los datos en valor. Actualmente trabaja en el equipo de Ingeniería de Prevención de Fraude de IBM Cloud, centránd... Show more

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architecture, Advanced Data Engineering, Data Governance, Artificial Intelligence, Data Analytics, and Regulatory Reporting, with a strong emphasis on regulatory compliance and data integrity.

I possess niche skills in AI model development and deployment, including proficiency in natural language processing (NLP) and machine learning (ML) algorithms that enhance predictive analytics capabilities. In Data Architecture, I excel in designing cloud-native architectures, implementing data lakes, and optimizing data warehousing solutions. My Data Governance expertise includes establishing frameworks for data stewardship, data quality management, and compliance with regulations such as HIPPA and GDPR.

Throughout my career, I have successfully developed scalable data models and architectures that support real-time analytics and machine learning initiatives, driving enhanced decision-making and operational efficiencies. In the Healthcare industry, I have led projects that align data governance practices with regulatory standards, ensuring the protection of sensitive patient information while maximizing the utility of health data for clinical insights. In the Life Insurance sector, I have engineered data solutions that optimize underwriting processes and claims management through the integration of advanced analytics. In Finance, I have focused on improving compliance reporting mechanisms, employing sophisticated analytics to ensure accuracy and timeliness in submissions to regulatory bodies.

My leadership philosophy emphasizes collaboration with cross-functional teams, aligning data architecture strategies with overarching business goals. I advocate for a culture of innovation, empowering teams to explore emerging technologies and methodologies that promote continuous improvement. I am passionate about mentoring emerging data professionals and sharing best practices in data management and governance to foster organizational growth.

In summary, my extensive background as a Director of Data and AI equips me to deliver sophisticated data solutions that effectively address the unique challenges within the Healthcare, Life Insurance, and Finance industries, while ensuring compliance and enhancing operational capabilities.

Director of Data and AI with 18 years of extensive experience specializing in architecting and implementing complex data solutions tailored for the Healthcare, Life Insurance, and Finance sectors. My expertise encompasses Digital Solution Architectur... Show more

I'm Stuart Blackler, a Principal Engineer with over 15 years of professional experience building software systems at scale. I create content under the CodeWithStu brand, sharing practical knowledge about .NET, AWS, DevOps, and cloud architecture.

My career has spanned fintech, Web3, and enterprise software:
- CTO at Illuvium (2024-2025): Led engineering for a Web3 gaming platform
- Principal Engineer at Checkout.com (2019-2022): Scaled payment infrastructure serving global merchants
- Lead Architect at ClearBank (2017-2018): Architected core banking systems for the UK's first clearing bank in 250 years
- Various Senior Engineering roles (2009-2017): Including positions at Loupe and GfK

I'm Stuart Blackler, a Principal Engineer with over 15 years of professional experience building software systems at scale. I create content under the CodeWithStu brand, sharing practical knowledge about .NET, AWS, DevOps, and cloud architecture. ... Show more

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance operations.

With an M.Sc. in Organization Innovation and Entrepreneurship, I've leveraged my expertise to work as a Consultant for 4 years. With more than 8 years of experience in ERP systems, my focus has been on optimizing supply chain management and finance o... Show more

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am also dedicated to mentor young talents to success. In my spare time, I do speaking engagement to increase public awareness about Generative AI, and I work on personal projects, exploring the space of possible offered by AI.

I am a Senior Lead of AI/ML at JPMorgan Chase in Glasgow, with a mission to rapidly deliver innovative solution leveraging Generative AI. I excel the most at building impactful products and growing brands, with a strong focus on User Experience. I am... Show more

Como desarrollador experto en Flutter con más de 5 años de experiencia, inicié mi camino fundando Snap Eats, una startup de delivery que me permitió enfrentar los retos de construir y escalar productos móviles reales. Esa experiencia marcó mi pasión por crear soluciones digitales con impacto.

Desde entonces he liderado el desarrollo de aplicaciones en los sectores fintech y healthtech en Latinoamérica, impulsando la adopción por miles de usuarios y resolviendo desafíos técnicos complejos con un enfoque en escalabilidad y experiencia de usuario.

Actualmente, como Frontend Tech Lead en Monet, guío equipos móviles y decisiones de arquitectura, promoviendo buenas prácticas y asegurando entregas de calidad en entornos dinámicos.

Estoy comprometido en aprovechar la tecnología para resolver problemas reales, empoderar a los usuarios y llevar la innovación móvil al siguiente nivel.

Como desarrollador experto en Flutter con más de 5 años de experiencia, inicié mi camino fundando Snap Eats, una startup de delivery que me permitió enfrentar los retos de construir y escalar productos móviles reales. Esa experiencia marcó mi pasión ... Show more

Steve is a visionary IT professional known for his innovative approach to technology. As the CTO at PreSearch.com, he leads an international team in the development of an AI-based search engine, architecting a 20,000 distributed node network to enhance search capabilities.
His work involves utilizing open-source AI models to vectorize content, demonstrating his expertise in natural language processing and AI inference.
Prior to PreSearch.com, Steve was instrumental in digital transformations. He developed AI based document imaging systems and utilized early AI models and Robotic Process Automation with search indexes.
At Vibrant Credit Union, he pioneered the first video lending system in the industry and was instrumental in putting the first Credit Union in the United States on AWS.

Steve is a visionary IT professional known for his innovative approach to technology. As the CTO at PreSearch.com, he leads an international team in the development of an AI-based search engine, architecting a 20,000 distributed node network to enhan... Show more

I have over 15 years of process excellence working across cultures to ensure seamless operations. My clients include large conglomerates, banks, and medium-sized family enterprises.

Recently, I started working with family offices to support the entrepreneurial side of the family office. While wealth management is a hugely important part of working with entrepreneurial families, so is governance and succession planning. This is where I play, and my goal is to help family dynasties last 100 years.

I am especially interested in speaking to women and having them play bigger roles in the family office or family business.

I have over 15 years of process excellence working across cultures to ensure seamless operations. My clients include large conglomerates, banks, and medium-sized family enterprises. Recently, I started working with family offices to support the e... Show more

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including
Healthcare, Cybersecurity, Finance & Human Resource. Andrei is a strong advocate for youth engagement in technology & organized global "Kids in Technology" bootcamp series, inspiring children to explore the possibilities of technology through hands-on learning.

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including Healthcare... Show more

Melissa Jean-Baptiste, financial educator and author of "So This Is Why I'm Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth" is a first generation Haitian American and former NYC high school teacher. As the Beyonce of personal finance, she paid off $102,000 dollars in student loan debt on a teacher salary while writing and producing the award-winning Millennial In Debt web series. She has since pivoted into personal finance and career coaching to help millennials and Gen Z build generational wealth and gain financial freedom in a shame free digital environment. She can be found at millennialindebt.com and millennialindebt on all social platforms.

Melissa Jean-Baptiste, financial educator and author of "So This Is Why I'm Broke: Money Lessons on Financial Literacy, Passive Income, and Generational Wealth" is a first generation Haitian American and former NYC high school teacher. As the Beyonce... Show more

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financial domain.
Architecting the operationalization aspect in a client facing role, delivering relational and advanced analytics solution for large scale Operational and Data Warehouse implementations with focus on learning and innovation remained a constant part of my data journey.
Currently I am leading enterprise scale cloud data migrations in SQL Server/Snowflake/Azure SQL/Managed Instance/PostgreSQL and am involved with delivery of next generation Data & AI solutions using various data platforms. Also, I am managing large on/offshore teams, applying inclusive leadership, vendor management and technical skills.
As a woman in tech and part of data community, I have advanced with grit to create an impact, work with the mindset of ‘how I can’, passion for continuous learning and delivering results.
** I am board member of the New England SQL Server User Group, part of Snowflake Data Superhero 2025 program, member of PASS, speaker in PAAS Summit/Snowflake User Group/Azure Data User Groups/Data Saturdays/SQLBits. **

I spent my career in designing and managing enterprise scale data solutions with fundamental building blocks of Reliability, Security, Scalability, Governance and Maintainability in business-critical private and public cloud data platforms in financi... Show more

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

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