Finance & Banking

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

Stephan Simonidis

Stephan Simonidis

17 years of experience in reporting, data analytics and business intelligence in finance, insurance and media.

17 years of experience in reporting, data analytics and business intelligence in finance, insurance and media. Show more

Michelle Mitchell

Michelle Mitchell

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.

After building her own accounting firm from a one-woman practice into a thriving, self-managing business, Michelle became a sought-after speaker, trainer, and coach. She combines over 15 years of experience in financial strategy, operational efficiency, and leadership development with a relatable, down-to-earth teaching style that leaves audiences feeling empowered and equipped to act.

Michelle is known for turning complex topics—like delegation, financial systems, and team accountability—into practical tools leaders can apply immediately. Her sessions at Scaling New Heights, national podcasts, and industry conferences consistently earn top ratings for their actionable frameworks, interactive exercises, and genuine connection with participants.

Through her talks and programs, Michelle helps firm owners and service providers reclaim their time, build confident teams, and design businesses that thrive—without burning themselves out.

Michelle Mitchell is the CEO and founder of Mitchell Consulting and the creator of The CEO Shift™, a leadership and delegation framework designed to help service-based business owners step out of bottleneck roles and lead with clarity and confidence.... Show more

Sergei Nasibian

Sergei Nasibian

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

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

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

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

Sergiu Petean

Sergiu Petean

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With a legacy of scaling engineering teams and managing complex transformations, I excel in integrating strategic thinking with hands-on expertise in AI, DevOps, and cloud solutions.

Over the last 15 years I have built and led engineering teams in Financial Services and Insurance, cloud infrastructure and startups. I also contributed to global communities such as Linux Foundation and Cloud Native Computing Foundation(CNCF), co-authored several research papers on AIOps and Decision Making and publicly spoken on different events such as Kubecon, Deloitte NextGen(AI) Cloud Transformation Summit and Cloud Native Days.

I have a proven track record in transforming, scaling and managing large and distributed organisations operating in complex regulatory environments. What sets me apart is my ability to drive change at the intersection of business and technology. With... 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

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

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

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

David Adeleke

David Adeleke

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

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

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

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

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

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

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

Pradeep Kumar Yadav

Pradeep Kumar Yadav

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

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

R. Lance Belline

R. Lance Belline

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

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

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

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

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

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

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

Portfolio Website: https://lancebelline.net

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

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

Andrew Christodoulou

Andrew Christodoulou

Andrew is a seasoned Financial Services Expert with a strong focus on digital transformation across industries like Banking, Payments, Retail, and more. Known for his expertise in customer services, digital security, and open banking, Andrew has been a speaker at prominent events such as Devcom 2022, HIT Games Conference 2023, Gamescom Asia 2023, HITGames Conference 2024, PocketGamer Connects London 2024, and TechSummit 2024. In addition to his speaking engagements, he is the editor and author of "Five Point Friday," a weekly LinkedIn newsletter that highlights the top 5 fintech, payments, and tech stories of the week

Andrew is a seasoned Financial Services Expert with a strong focus on digital transformation across industries like Banking, Payments, Retail, and more. Known for his expertise in customer services, digital security, and open banking, Andrew has been... Show more

Nicholas Løjmand-Kines

Nicholas Løjmand-Kines

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

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

Ross Kolodiazhnyi

Ross Kolodiazhnyi

Ross Kolodiazhnyi is an executive leader and entrepreneur with over 14 years of experience in FinTech, including blockchain, cryptocurrencies, RWA tokenization, and AI. As a CEO of DCM, he creates a trailblazing SaaS for asset tokenization and financial messaging processing. In his portfolio, there are international banks, award-winning regulated & decentralized crypto and blockchain innovations, and AI products.

Ross Kolodiazhnyi is an executive leader and entrepreneur with over 14 years of experience in FinTech, including blockchain, cryptocurrencies, RWA tokenization, and AI. As a CEO of DCM, he creates a trailblazing SaaS for asset tokenization and financ... Show more

Natasha Perez

Natasha Perez

Experienced Agile practitioner with a demonstrated work history in the financial services industry. Skilled in team building, product leadership, data and analytics, UX / UI, business relationship management, risk management, customer service, lending collections, and credit cards. Strong project and product management professional with a Master of Business Administration (M.B.A.) from Westminster College and Product Management Certification from Cornell University.

Experienced Agile practitioner with a demonstrated work history in the financial services industry. Skilled in team building, product leadership, data and analytics, UX / UI, business relationship management, risk management, customer service, lendin... Show more

Mark Elenowitz

Mark Elenowitz

Mark Elenowitz is a Wall Street veteran with over 30 years’ experience. He co-founded a boutique investment bank that was based in Manhattan and its online capital formation platform BANQ® (www.banq.co), both which have been instrumental in laying down the framework for Regulation A+ crowdfunding offerings. The methodology Mark Elenowitz structured is what led the first successful Reg A+ IPO to list on a National Securities Exchange — the New York Stock Exchange — with other Reg A+ offerings following the blazing trail. He is a noted speaker at Small Cap and Reg A events, including the SEC Small Business Forum, and has been profiled in BusinessWeek, CNBC, and several other publications. Mr. Elenowitz also is a member of the Depository Trust & Clearing Corporation (DTCC) Private Markets Executive Advisory Board tasked with developing DTCC’s new Digital Securities Management (DSM) platform. Mark Elenowitz is currently the Co-Founder of Horizon. Horizon offers a suite of integrated securities software applications for compliant issuance through secondary trading of electronic securities. Truly a compliance-first business, Horizon's solutions combine Wall Street and Silicon Valley to power the next generation of exchanges and securities offerings in the U.S. and globally. In addition, he is the Co-Founder of Upstream, a MERJ Exchange Market, that is a fully regulated global stock exchange for digital securities which is an affiliate of the World Federation of Exchanges (WFE), recognized by HM Revenue and Customs UK, a full member of the Association of National Numbering Agencies (ANNA) and a Qualifying Foreign Exchange for OTC Markets in the US. In addition, Upstream is also a member of the Sustainable Stock Exchanges Initiative. Powered by Horizon's proprietary matching engine technology, the exchange will enable investors to trade NFTs, shares in IPOs, crowdfunded companies, U.S. & Int'l. equities, and celebrity ventures directly from the app: https://upstream.exchange

Mark Elenowitz is a Wall Street veteran with over 30 years’ experience. He co-founded a boutique investment bank that was based in Manhattan and its online capital formation platform BANQ® (www.banq.co), both which have been instrumental in laying do... Show more

Jason McGuiness

Jason McGuiness

Jason has a long-standing love/hate affair with C++ and vastly prefers *nix-like O/S. With over 20 years experience, including programming prototype super-computers and automated program-verifiers, but mainly in finance, now focusing on low-latency and HFT software and architectures and the issues arising from them. I am also actively involved with the ISO C++ Standards Committee (UK Panel) and try to present regularly to maintain my skill-set.

Jason has a long-standing love/hate affair with C++ and vastly prefers *nix-like O/S. With over 20 years experience, including programming prototype super-computers and automated program-verifiers, but mainly in finance, now focusing on low-latency a... Show more

Brodie Macdonald

Brodie Macdonald

I've built my career around helping companies make great strategic choices and then working to translate them into tangible action.
In my role at ASB I work in Corporate Strategy and Customer Experience, leading our Operating Model Transformation; we're evolving our way of working to include lean, agile and human centered design to create better customer experiences.

I've built my career around helping companies make great strategic choices and then working to translate them into tangible action. In my role at ASB I work in Corporate Strategy and Customer Experience, leading our Operating Model Transformation; ... Show more

Roman Ivanov

Roman Ivanov

Java developer with 5+ years of experience
Oracle Certified Professional Java SE 11 Developer
Work in the largest bank in Russia. Develop Serverless solutions for the bank's cloud.
Telegram @romanivanov
Email: roivanoff@gmail.com
linkedin.com/in/roman-ivanov-dev/
Medium blog: https://roivanoff.medium.com/

Java developer with 5+ years of experience Oracle Certified Professional Java SE 11 Developer Work in the largest bank in Russia. Develop Serverless solutions for the bank's cloud. Telegram @romanivanov Email: roivanoff@gmail.com linkedin.com/i... Show more

Morgan Newman

Morgan Newman

Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots economic development, Morgan became an advocate for impact investing, translating her studies into everyday life. After a few years of working for USAID contractors in Washington DC, Morgan followed her passion to New York City and joined her mother’s practice in 2012. Since then, Morgan’s goal has been to revolutionize the way financial advising is perceived by the Millennial generation.

In addition to investment management, Morgan runs the Women and Wealth at Work program for the Newman Group – a turnkey program designed to spread their message of women’s empowerment through financial education. To date, Morgan and Cindy have presented to Fortune 500 companies, networking organizations and trade associations – reaching thousands of women at various points in their personal and professional lives.

Her passion for empowerment through education goes beyond her work as a financial advisor. She remains an active member of the Chi Omega Sorority and currently serves as an advisor to the chapter at her alma mater, Bucknell University. She served as President of the NYC Chi Omega Alumnae Chapter for three years and only left that role to create a new nonprofit organization, Chi Omega IGNITE, which creates lasting programs for high school girls in NYC to recognize and vocalize their unique strengths. She has also been an active volunteer for ORT America, a global education and vocational training organization; having recently served as Chair of the Young Professionals Committee, and as a member of both the Board of Directors and the Women’s American ORT Foundation.

Morgan earned her Bachelor of Arts degree in Economics with minors in Mathematics and International Politics from Bucknell University in Lewisburg, PA and her Certificate of Financial Planning from NYU. She lives in Brooklyn with her husband.

Morgan Newman is a Director of Investments at Oppenheimer & Co. Inc. in the NYC Chrysler East office. Her passion for finance originates with her study experience abroad, in the rural area of Amacambini in South Africa. After studying grassroots econ... Show more

Joao Paulo Araujo

Joao Paulo Araujo

João Paulo é Assessor no Banco do Brasil, com 25 anos de experiência e atuação estratégica na Diretoria de Controles Internos.
Especialista em governança e compliance, dedica-se há oito anos à transformação de processos críticos, conduzindo iniciativas que unem rigor regulatório, inovação e inteligência de dados.
Com certificações em Business Intelligence, Analytics e Inteligência Artificial, desenvolve soluções avançadas para otimizar processos e apoiar decisões estratégicas.
Fora do ambiente corporativo, é um aprendiz permanente de idiomas e um viajante apaixonado por novas culturas.

João Paulo é Assessor no Banco do Brasil, com 25 anos de experiência e atuação estratégica na Diretoria de Controles Internos. Especialista em governança e compliance, dedica-se há oito anos à transformação de processos críticos, conduzindo iniciati... Show more

Vaishnavi Khosla

Vaishnavi Khosla

Vaishnavi Khosla is a Software Engineer with over 5 years of experience building scalable, secure distributed systems and full-stack applications for enterprise and consumer platforms. She currently works as a Software Developer II at Bank of America, where she helps design and operate a mission-critical financial access-governance platform used by thousands of internal users. Her work includes developing 20+ RESTful and GraphQL APIs, leading the migration of core services from Angular to React, and building event-driven systems with Apache Kafka and Neo4j.

She focuses on backend engineering, cloud-native microservices, and enterprise security practices like SSO, MFA, OAuth 2.0, and RBAC, particularly in highly regulated environments where reliability and compliance are critical. She also has hands-on experience using AI-powered and AI-assisted tools such as GitHub Copilot in her development workflow to improve code quality, testing, and overall efficiency, and regularly mentors junior engineers on using these tools responsibly.

Before joining Bank of America, Vaishnavi built full-stack platforms at Byju's, an EdTech company in India, and at Braza Tires, working with React, Node.js, and distributed backend systems for both consumer and B2B products.

She holds a Master of Science in Computer Science from the University of Texas at Arlington and a Bachelor of Technology in Computer Science from Banasthali Vidyapith. She speaks on topics including backend architecture, AI-assisted software development, and security in enterprise and financial systems.

Vaishnavi Khosla is a Software Engineer with over 5 years of experience building scalable, secure distributed systems and full-stack applications for enterprise and consumer platforms. She currently works as a Software Developer II at Bank of America... Show more

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