Finance & Banking

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

Pradeep Narayanan

Pradeep Narayanan

Pradeep Narayanan is an accomplished Application Programmer and Development & Integration Tech Lead at UC Berkeley with over 21 years of enterprise solutions expertise, specializing in PeopleSoft implementations, technical upgrades, and financial system modernization across mission-critical environments supporting 25,000+ users globally.
At UC Berkeley since 2016, Pradeep leads modernization initiatives for financial and procurement operations across the university, Berkeley Foundation, and Center for Executive Education. He has orchestrated multiple critical PeopleSoft upgrades from Financials 9.2 PUM 14 to PUM 32 while maintaining 99% system uptime. His work includes Ghost Card payment implementations with US Bank, Wells Fargo check printing solutions, and vendor onboarding security initiatives that have generated substantial annual savings and enhanced operational efficiency.
With 6+ years in Oracle-PeopleSoft product development and 15+ years in enterprise consulting with IBM and industry leaders, he brings deep expertise across HRMS, Payroll, Financials, and CRM applications, delivering measurable business value for organizations including CVS Health, Sprint Nextel, and Allied Holdings.
Pradeep holds certifications in PeopleTools Developer, Certified Scrum Master, PMBOK PMP Trained, Oracle Cloud Infrastructure Certified Architect Professional, and Oracle Cloud Infrastructure Generative AI. His technical proficiency spans PeopleCode, Application Engine, Integration Broker, and REST/SOAP Web Services. Notably, he achieved a 60% reduction in system maintenance overhead while improving data accuracy. Based in California, he continues to drive enterprise transformation through innovative PeopleSoft solutions.

Pradeep Narayanan is an accomplished Application Programmer and Development & Integration Tech Lead at UC Berkeley with over 21 years of enterprise solutions expertise, specializing in PeopleSoft implementations, technical upgrades, and financial sys... Show more

Avinash Sabat

Avinash Sabat

Avinash Sabat is a Principal Cloud DevOps and Platform Engineer with 14+ years of experience building cloud-native platforms for large, regulated organizations. His work centers on platform engineering, developer enablement, and operational excellence, creating scalable, secure foundations that allow teams to move faster without sacrificing control. He brings a systems-level perspective that connects cloud engineering, governance, and business outcomes.

Avinash Sabat is a Principal Cloud DevOps and Platform Engineer with 14+ years of experience building cloud-native platforms for large, regulated organizations. His work centers on platform engineering, developer enablement, and operational excellenc... Show more

Kamil Panfil

Kamil Panfil

Kamil Panfil er CFO, styreleder og foredragsholder med bred erfaring fra både oppstartsbedrifter og etablerte selskaper. Han kombinerer solid finansforståelse med praktisk innsikt i teknologi, automatisering og ledelse. Kamil har jobbet med å bygge selskaper fra idé til skalering, ledet digitale transformasjonsprosesser og hjulpet ledere å ta smartere beslutninger raskere. På scenen er han kjent for sin energiske, ærlige og inspirerende stil som gjør komplekse temaer konkrete og relevante – enten det handler om vekst, strategi eller menneskene bak tallene.

Kamil Panfil er CFO, styreleder og foredragsholder med bred erfaring fra både oppstartsbedrifter og etablerte selskaper. Han kombinerer solid finansforståelse med praktisk innsikt i teknologi, automatisering og ledelse. Kamil har jobbet med å bygge s... Show more

Herbert Sianturi

Herbert Sianturi

Herbert Sianturi serves as a Senior DevOps Engineer at Krom Bank Indonesia, where he roles spearheads efforts in enhancing the quality of end-to-end application lifecycle and applying open source platform as a base. With years of expertise in container orchestration and cloud computing, he is responsible for the scalability, reliability and stepping the costs of banking system by using open source platform. When Herbert isn't experimenting, he enjoys penetration testing.

Herbert Sianturi serves as a Senior DevOps Engineer at Krom Bank Indonesia, where he roles spearheads efforts in enhancing the quality of end-to-end application lifecycle and applying open source platform as a base. With years of expertise in contain... Show more

Leonardo Chiodin

Leonardo Chiodin

I am a Senior Advanced Cybersecurity Engineer at the Naranja X SOC, where I serve as the lead for Digital Brand Protection. I have achieved a high level of maturity in early detection and mitigation of digital risks, developing management indicators and innovative playbooks. My approach is strongly based on automation and threat intelligence to stay ahead of attackers.

My speaking experience includes presentations at EcoParty, Tech4Impact, the Naranja X Awareness Tour, and the National Information Security & Cybersecurity Forum (FORUM), among others. These opportunities have allowed me to combine deep technical expertise with the ability to communicate effectively.

I am a Senior Advanced Cybersecurity Engineer at the Naranja X SOC, where I serve as the lead for Digital Brand Protection. I have achieved a high level of maturity in early detection and mitigation of digital risks, developing management indicators ... Show more

Ratnadeep Simhadri

Ratnadeep Simhadri

Ratnadeep Simhadri is a Staff Software Engineer with 12+ years building payment and fintech systems that process over $1.68 trillion in annual transaction volume across 200+ markets. At PayPal, he architects and develops the Open Banking platform — the aggregation layer connecting thousands of global financial institutions — and builds the data insights products layered on top of it, including agentic applications that turn open banking data into actionable intelligence for merchants.

His background spans payments orchestration, open banking, checkout platforms, and large-scale distributed systems. He has designed real-time payment infrastructure serving hundreds of millions of users and extensible checkout systems supporting diverse payment methods across regions, all built for high availability and sub-second latency.

He leads cross-functional work across engineering, data science, product, and compliance, translating regulatory and business requirements into technical architecture. He mentors engineers at every level and has been recognized with enterprise-wide innovation awards. His current focus is the intersection of open banking infrastructure and AI-driven financial intelligence.

Ratnadeep Simhadri is a Staff Software Engineer with 12+ years building payment and fintech systems that process over $1.68 trillion in annual transaction volume across 200+ markets. At PayPal, he architects and develops the Open Banking platform — t... Show more

Subin Upadhyay

Subin Upadhyay

Subin Upadhyay leads agentic AI engineering at a global financial institution and is an Agentic AI Foundation Ambassador. His focus: carrying human identity through agent chains, with MCP servers as the delegation boundary. His two decades in regulated production systems span BlackBerry, Microsoft, Scotiabank, RBC, AWS, and CPP Investments. A Toronto community builder, he mentors founders at Next AI Canada and helps local developers build with MCP, AGENTS.md, and Goose.

Subin Upadhyay leads agentic AI engineering at a global financial institution and is an Agentic AI Foundation Ambassador. His focus: carrying human identity through agent chains, with MCP servers as the delegation boundary. His two decades in regulat... Show more

Brett Ewing

Brett Ewing

The Wall Street Journal, Reuters and Forbes are among the many outlets that have turned to Brett F. Ewing for his perspective on the markets. He serves as Chief Market Strategist, Senior Financial Advisor and owner of First Franklin Financial Services, an independent wealth management firm in Tallahassee, Florida. Brett Ewing is a Tallahassee native, a third-generation financial planner and a recognized source of economic research and market commentary, with regular appearances in top financial publications and on business news programs at home and abroad. He received his license in 1997, has worked in financial services for close to 30 years, and will celebrate three decades in the industry in January 2027.

For the past 11 years, Brett Ewing has worked with the financial media, and First Franklin has been publishing its economic research for public use since 2011. Beyond the publications already mentioned, he's been quoted by Bloomberg, Barron's, USA Today, the Financial Times, InvestmentNews and MarketWatch. Broadcast audiences have seen or heard him as a guest on CNBC Fast Money, CNBC Europe, CNBC Asia, Fox Business, Schwab Network, Bloomberg Radio, Bloomberg TV, Bloomberg Daybreak, BNN Bloomberg, Reuters TV and Yahoo! Finance.

Market strategy and economic analysis are only part of how he shares his knowledge. Clients and the broader community benefit as well: First Franklin recently wrapped up its Financial Planning Course and keeps producing economic updates and webinars. Brett Ewing is especially passionate about teaching financial planning. He also mentors younger advisors and helps business school students prepare for careers in the field.

With Brett Ewing at the helm, the firm has built up a long list of industry awards. Its first Quantum Leap Award came in 2008, with a second in 2014. First Franklin took home the Top Advisory Firm Award in 2013, 2015, 2017 and 2018, and the firm's first MVP of the Year Award came in 2015. It was recognized as Advisory Branch of the Year in 2020 and again in 2021, then as Top Branch of the Year three years running, in 2023, 2024 and 2025.

He has also been honored personally. Brett Ewing was named Top Advisor of the Year in 2022, 2024 and 2025, standing out among 650 competing offices. In 2024 and 2025, he was also recognized for Top Advisory Services of the Year.

The roots of the firm reach back to 1966, the year George F. Ewing established George F. Ewing Insurance. Its early focus was on life insurance, mutual funds and the management of 401(k) plans. Sun Life of Canada became an affiliate of the agency in 1973, and in 1982 the agency added property and casualty insurance to what it offered clients. The 1998 rebranding to First Franklin Financial Services paid tribute to George's father, Leonard Franklin Ewing, the man known as the "First Franklin."

Brett Ewing made his way back to Tallahassee in 2000 and became part of the firm that same year. He took the reins of its operations in 2008. George retired a year later, in 2009, yet continued at the firm in the position of Comptroller. For more than 50 years now, First Franklin has met the retirement and investment needs of businesses, nonprofits, families and individuals all over North Florida, and Brett Ewing considers it a privilege to guide a grassroots, independent firm with such a strong foundation.

Florida State University awarded Brett Ewing a dual degree in Economics and Finance in December 1994. He continued his studies at the University of Central Florida, completing a Master of Business Administration in December 1996. A year later, in 1997, he was licensed.

Brett Ewing has given his time to Tallahassee organizations throughout his career. His leadership roles include President of the Tallahassee Lions Club from 2004 through 2006, President of the Tallahassee Quarterback Club in 2010, and Chairman of the Tallahassee Young Entrepreneur Organization in 2014. He served on the Children's Home Society Board between 2009 and 2012. At the Tallahassee Quarterback Club Foundation, he was a member of the Board of Trustees from 2011 through 2013 and an Honorary Trustee from 2014 through 2018, and he has held the title of Life Trustee since 2018.

Much of his volunteer energy has gone toward education. He spent 2014 through 2021 on the Board of Trustees of Holy Comforter Episcopal School, serving as its Treasurer from 2017 through 2019 and its Chairman from 2019 through 2021, and he sat on the school's Finance Committee from 2014 through 2017. Holy Comforter named its endowment after him in the summer of 2021. He was also active at St. John Paul II Catholic High School, where from 2016 through 2020 he was both a School Advisory Council member and the Development and Fundraising Chair. The school honored him as its Principal's Volunteer of the Year for 2017-2018.

Through First Tee, he brings together golf and youth development. Brett Ewing has been Vice President of First Tee of Tallahassee since 2022 and serves on its finance committee, and he's a charter board member of First Tee. He's an enthusiastic supporter of charity golf tournaments, which he sees as a way to build backing for local causes.

First Franklin's charitable reach is broad. Brett Ewing and his team support the American Heart Association, the Economic Development Council of Tallahassee, Independence Landing, the Tallahassee Museum, Pas de Vie Ballet, the National Multiple Sclerosis Society, Treehouse, AMVETS Post 1776, the Tallahassee Chamber of Commerce, Refuge House, the Economic Club of Florida, the American Lung Association and Ronald McDonald House. The firm also supports the Tallahassee Quarterback Club, Holy Comforter Episcopal School, the Tallahassee Lions Club and St. John Paul II Catholic High School.

Outside work, Brett Ewing enjoys the hours he spends with his wife and their three daughters. As an empty nester, he places real value on travel and family trips, and he's a passionate golfer. Close to marking 30 years in the industry, he remains dedicated to the values at the core of his career, namely sound planning, clear insight into the economy and service to Tallahassee, the community he calls home.

The Wall Street Journal, Reuters and Forbes are among the many outlets that have turned to Brett F. Ewing for his perspective on the markets. He serves as Chief Market Strategist, Senior Financial Advisor and owner of First Franklin Financial Service... Show more

Ramzi Alashabi

Ramzi Alashabi

Ramzi Alashabi is a Chapter Lead and data platform expert with deep experience in real-time streaming technologies. He has architected and delivered Kafka and Flink-based solutions spanning analytics, automation, and code-generation systems. At ABN AMRO Bank N.V., he leads real-time data initiatives that emphasize scalability, governance, and practical integration of AI into streaming pipelines. His work focuses on combining deterministic processing with responsibly applied agentic AI to enhance data quality and operational trust

Ramzi Alashabi is a Chapter Lead and data platform expert with deep experience in real-time streaming technologies. He has architected and delivered Kafka and Flink-based solutions spanning analytics, automation, and code-generation systems. At ABN A... Show more

Neeraj Mathur

Neeraj Mathur

Neeraj Mathur is the Chief AI Officer at Kognitos, where he spearheads AI strategy for growth, efficiency, and innovation across enterprise customers. In this role, he leads the design and deployment of scalable AI systems across business functions, translates complex business objectives into high-impact AI solutions, and partners with executive leadership to ensure the responsible and secure adoption of AI.

A recognized authority in AI and intelligent automation, Neeraj previously led VMware’s enterprise-wide intelligent automation program as Director of Intelligent Automation, an initiative that earned industry recognition for its scale and impact. At UiPath, he acted as a strategic and technical adviser to CXOs and senior executives at global organizations, enabling and accelerating their AI and automation journeys. Earlier in his career, Neeraj served as Vice President at Goldman Sachs, where he designed and managed mission-critical, revenue-generating equities trading systems.

Neeraj is deeply engaged in the broader AI ecosystem. He served on the advisory boards of IQPC’s Intelligent Automation Network and is a Guest Lecturer at Carnegie Mellon University, where he covers AI and automation. He is the co-author of Intelligent Automation: Bridging the Gap between Business and Academia, a resource designed to develop technology management talent capable of building and running mature, enterprise-wide intelligent automation programs.

A frequent keynote and panel speaker, Neeraj has presented at premier events including NVIDIA GTC, Ai4, CDO Leadership Summit, UiPath Forward, and IQPC’s IA Week. He holds an AI Graduate Certificate from Stanford University, a Master of Science in Information Technology Management from Carnegie Mellon University, executive certifications in Chief Data Officer and Chief Information Officer programs from Carnegie Mellon, and a Bachelor of Engineering in Computer Engineering from the University of Rajasthan.

Neeraj Mathur is the Chief AI Officer at Kognitos, where he spearheads AI strategy for growth, efficiency, and innovation across enterprise customers. In this role, he leads the design and deployment of scalable AI systems across business functions, ... Show more

Omar El Mghari

Omar El Mghari

Omar spent 20 years as a CPA building and auditing integrated financial models before spending the last six building AI products in Python, Next.js, and Firestore at PMSOX LLC. He holds an MBA and PMP and has a deep background in mathematics and statistics. In the "Can AI Reconstruct a Company?" session, he owns the three-statement engine, the forecast scoring methodology, the governance agents' fiduciary and capital-allocation constraints, and the Item 1A risk-disclosure analysis. He presents the backtest and the reveal.

Omar spent 20 years as a CPA building and auditing integrated financial models before spending the last six building AI products in Python, Next.js, and Firestore at PMSOX LLC. He holds an MBA and PMP and has a deep background in mathematics and stat... Show more

Darrell B Howell

Darrell B Howell

Darrell Howell is a finance and operations executive and the Founder & CEO of RoofIntel, an independent property decision platform beginning with residential roofing in Nashville. RoofIntel helps property owners understand what major projects should reasonably require and cost before contractor pricing becomes the frame of reference.

He also founded ScaleSmart Advisory, where he provides fractional CFO and COO support to privately held businesses, with a focus on cash flow, profitability, forecasting, operational systems, risk management, and growth.

Previously, Darrell served as Chief Financial Officer of Bluebird Roofing and as a Consulting CFO at CLA (CliftonLarsonAllen). At Bluebird, he helped expand the company’s offerings into retail roofing, windows, siding, and commercial roofing while improving financial reporting and cost control. At CLA, his work included financial reporting, forecasting, cash management, and equity management transitions.

From 2015 to 2021, he provided CFO, controllership, and finance and operations leadership to privately held businesses across construction, real estate, distribution, and service industries. He began in an independent advisory capacity and later moved into an embedded corporate finance leadership role with a privately held construction and real estate group. In that role, he directed finance and accounting across three related entities, managed a team of eight, and oversaw approximately $40 million in budgets.

Darrell holds an MBA in Accounting from Middle Tennessee State University and bachelor’s degrees in Accounting and Management from the University of North Alabama. His interests include Tennessee Volunteers football and basketball, golf, and travel.

Darrell Howell is a finance and operations executive and the Founder & CEO of RoofIntel, an independent property decision platform beginning with residential roofing in Nashville. RoofIntel helps property owners understand what major projects should ... Show more

Anita Squires

Anita Squires

Anita has always been interested in computers from an early age; very early on, her dad gifted her a ZX spectrum. However, it took until she was later in her career to actually move directly into a coding career by becoming an automated tester. Before that, she spent many years working in a support role in various financial technology institutes, working closely with analysts, developers and testers, noticing the lack of young women in the space.
Outside of her day job, she has focused on trying to encourage more young women into technology roles with the Dell Stem Apire Mentoring program.

Anita has always been interested in computers from an early age; very early on, her dad gifted her a ZX spectrum. However, it took until she was later in her career to actually move directly into a coding career by becoming an automated tester. Befo... Show more

Anny He

Anny He

Anny was a Staff Engineer at LegalZoom and Imply, and worked as an engineer at companies including Salesforce, Splunk, and a seed stage AI-native startup.
She founded Allpaca AI study group https://luma.com/allpaca?period=past, an online engineering community, and created #financial-buddy, a personal finance group at Splunk. She focuses on the intersection of technology, personal finance, and wellness, and lived in San Francisco for 8 years before moving to Henderson, Nevada.
She blogs about mindful AI at https://aiturtle.substack.com/

Anny was a Staff Engineer at LegalZoom and Imply, and worked as an engineer at companies including Salesforce, Splunk, and a seed stage AI-native startup. She founded Allpaca AI study group https://luma.com/allpaca?period=past, an online engineering... Show more

Mark Cheret

Mark Cheret

Staff Security Engineer at neon Switzerland AG, a Swiss mobile-first fintech providing everyday banking, investing, and integrated pension services, serving 250k+ customers on a cloud-native platform. As a director-level IC, he defines security architecture and governance across cloud, IAM, DevSecOps, and AI infrastructure. Eight years at neon, starting as a freelancer. Previously active in ICS, IoT, red teaming, and incident response in energy, government, and finance.

Staff Security Engineer at neon Switzerland AG, a Swiss mobile-first fintech providing everyday banking, investing, and integrated pension services, serving 250k+ customers on a cloud-native platform. As a director-level IC, he defines security archi... Show more

Nancy McClelland CPA

Nancy McClelland CPA

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she insists that the future of accounting is built on relationships.

She also runs the 'Ask a CPA' community: a non-judgmental, safe space for bookkeepers who want to learn more about preparing tax-ready books, collaborating with CPAs, booking complex accounting transactions, and breaking into advisory services.

Named one of the Top 10 ProAdvisors by Insightful Accountant, as well as one of Ignition’s Top 50 Women in Accounting, she writes an award-winning blog with insights and resources for business-owners and accounting professionals, and is an engaging speaker… and 60’s go-go dancer!

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she... Show more

Samuel Owolabi

Samuel Owolabi

Samuel Owolabi is a Senior Software Engineer with over 8 years of experience building software across fintech, Web3, and SaaS, from backend systems and cloud infrastructure to AI-powered products.

He is a Senior Software Engineer and Founding Engineer at BudPay, a top fintech company in Africa, where he helped build the payment infrastructure businesses use to move money across the continent. Previously, he worked on Inscribable, a Bitcoin and Ordinals Web3 platform.
He holds AWS Solutions Architect Associate and AWS Certified Developer certifications.

Samuel gives back to the industry through open source, writing, and mentoring. He created RagRails, an open source memory layer and infrastructure for AI agents. His articles appear in top publications like In Plain English, and he runs a Substack on AI engineering, system design, and cloud architecture.
On ADPList, he was named a Top 10 Systems Design Mentor for April to June 2026, helping engineers grow their system design skills and careers.

Samuel Owolabi is a Senior Software Engineer with over 8 years of experience building software across fintech, Web3, and SaaS, from backend systems and cloud infrastructure to AI-powered products. He is a Senior Software Engineer and Founding Engi... Show more

Donatas Statulevicius

Donatas Statulevicius

Donatas Statulevičius is Sales Director at OIXIO Lithuania, driving growth across ERP, cybersecurity, IT services, advisory, and software solutions. His career spans law, technology, and business, giving him a unique perspective on how organizations evaluate and invest in digital transformation.

Alongside leading commercial initiatives, Donatas is actively involved in developing partner ecosystems and growing Onederful, a Business Central-based lease accounting software brand of OIXIO.

Having worked with hundreds of organizations across different industries, he is passionate about value-based selling, business transformation, and helping customers navigate complex technology decisions. His sessions combine practical lessons from real customer engagements, competitive ERP opportunities, and building technology businesses in a rapidly evolving market.

Donatas Statulevičius is Sales Director at OIXIO Lithuania, driving growth across ERP, cybersecurity, IT services, advisory, and software solutions. His career spans law, technology, and business, giving him a unique perspective on how organizations ... Show more

David Schwartz

David Schwartz

I am a hands-on Architect, with a proven record of delivering scalable, secure, and flexible enterprise systems. I am passionate about clean, readable, tested code and delivering excellent value to clients.

I currently serve as a Software Architect at One Zero Bank. Our company is the first digital bank, providing fast, reliable service to our customers using the latest AI technologies.

At my previous company (NI), I also served as the Lead of the Product Security Chapter, which focused on advancing NI's security posture using their SDL, Threat Modeling, Certifications, and lots of training.

I am a hands-on Architect, with a proven record of delivering scalable, secure, and flexible enterprise systems. I am passionate about clean, readable, tested code and delivering excellent value to clients. I currently serve as a Software Architec... Show more

Khang Toh

Khang Toh

Khang Toh is Head of Engineering, Digital Operations, SRE and Cloud Infrastructure at Bank Jago / DKatalis, where he leads cloud, reliability, developer experience, and AI-enabled digital operations for a digital bank serving more than 16 million customers. He has over 20 years of experience across software engineering, architecture, mobile, cloud infrastructure, startup leadership, and digital banking, with more than 15 years leading technical teams in the US and Singapore. Khang started developing for mobile in 2009, founded the Singapore Android Developers Meetup in 2013, serves as Conference Chair for droidcon Singapore, and is the Developers Circle Lead for Facebook in Singapore. His current work focuses on how AI can transform enterprise engineering, SRE, cloud operations, and developer productivity.

Khang Toh is Head of Engineering, Digital Operations, SRE and Cloud Infrastructure at Bank Jago / DKatalis, where he leads cloud, reliability, developer experience, and AI-enabled digital operations for a digital bank serving more than 16 million cus... Show more

Apoorva Jaiswal

Apoorva Jaiswal

Apoorva Jaiswal is an Applied AI Lead at JPMorgan Chase focused on translating research into production systems by developing graph machine learning (graph ML) and LLM-powered agentic systems that serve Global Banking. She began her career at JPMC India in 2018 as a Software Engineer, building a strong foundation in systems and software design. In 2020, she pivoted to the India-based AI team, architecting cloud infrastructure to deploy ML models at scale before moving into hands-on model development. In 2023, she relocated to the US-based AI team and advanced into her current leadership role, leading cross-functional delivery of graph ML and agentic AI capabilities. Apoorva is a strong advocate of continuous learning. She earned her MS in Computer Science from the University of Massachusetts Amherst while working full-time. She contributes to the broader AI community through mentorship, teaching and talks: she has led workshops at the Grace Hopper Celebration on LangChain-based multimodal workflows (2024) and on LangGraph-based multi-agent workflows (2025), and has spoken at AI meetups in Silicon Valley. She organizes AI Meetups at the Silicon Valley Tech Center, JPMC and is a BobaTalks mentor. She holds patents in AI/ML and brings a global perspective from building and scaling production AI systems across India and the United States.

Apoorva Jaiswal is an Applied AI Lead at JPMorgan Chase focused on translating research into production systems by developing graph machine learning (graph ML) and LLM-powered agentic systems that serve Global Banking. She began her career at JPMC In... Show more

Josh Bartch

Josh Bartch

Josh Bartch is an entrepreneur, investor, and advisor with more than 15 years of experience in global capital markets. He has founded multiple companies and played a key role in structuring transactions with a combined value exceeding one billion dollars. His professional background includes mergers and acquisitions, corporate finance, reverse mergers, capital strategy, and business development. His work focuses on helping companies access capital, strengthen their strategic direction, prepare for public market opportunities, and expand into international markets.

Josh currently serves as CEO of MavDB Consulting, LLC, a firm he founded in Puerto Rico that specializes in corporate advisory, investor relations, and capital markets strategy. Through the firm, he works with companies seeking practical guidance on financing preparation, investor communication, market positioning, and international growth. His experience includes advising companies connected to major exchanges such as the New York Stock Exchange, Nasdaq, the London Stock Exchange, Euronext, and the Canadian Securities Exchange.

Bartch began his business journey in Denver, Colorado. While attending Colorado State University, he created his first company and later sold it. That early experience gave him practical insight into entrepreneurship, business operations, and growth strategy. In 2007, he co-founded a digital transcription company that served professionals in the legal, medical, academic, and business sectors across the United States. The platform became known for reliable service, accuracy, and efficient delivery while building a steady client base.

Josh Bartch expanded his investment and advisory experience in 2011 by launching a private firm focused on supporting early-stage and growth-stage businesses. The firm worked across multiple industries and helped companies address funding needs, build strategic relationships, and prepare for initial public offerings and other public market opportunities. His work involved collaborating directly with leadership teams to develop practical plans aligned with immediate business objectives and longer-term growth goals.

Josh established MavDB Consulting, LLC after relocating to Puerto Rico in 2020. The firm works closely with executive teams and provides guidance on capital markets, investor relations, financing strategy, cross-border listings, and business development. His approach emphasizes understanding each company's position before identifying opportunities that support growth. He also works with leadership teams to improve investor communication, clarify business strategy, strengthen market positioning, and pursue partnerships or financing opportunities that align with company objectives.

Bartch has supported companies through important stages of development, including financing initiatives, uplistings, mergers, public market preparation, and international expansion. His experience with market structures, regulatory considerations, and investor expectations helps him provide practical guidance during complex business decisions. His work combines strategic planning with execution, allowing him to help companies assess opportunities, organize priorities, and develop clearer pathways for sustainable growth across domestic and international markets.

Josh Bartch is also involved in philanthropic initiatives. He supports ND Hope's efforts to build schools in Africa and has contributed to disaster relief initiatives in Puerto Rico. He also supports organizations serving veterans and first responders and contributes to Boxing Bullies, a youth-focused nonprofit in Puerto Rico that uses boxing to help young people develop confidence, discipline, leadership, and other personal skills in supportive environments.

Josh enjoys golf and travel outside of his professional responsibilities. Golf provides a combination of challenge, focus, patience, and relationship building, while travel gives him opportunities to experience different cultures and perspectives. These interests complement his professional involvement in international markets and help broaden his understanding of different environments, ideas, and approaches to business.

Josh Bartch studied finance and general academic subjects at Colorado State University and the Metropolitan State University of Denver. He now resides in Puerto Rico with his son Maverick and continues to work as an entrepreneur, investor, and advisor. His ongoing professional focus includes helping companies strengthen their market position, prepare for financing, pursue public market opportunities, and develop strategies for sustainable growth within the evolving global capital markets landscape.

Josh Bartch is an entrepreneur, investor, and advisor with more than 15 years of experience in global capital markets. He has founded multiple companies and played a key role in structuring transactions with a combined value exceeding one billion dol... Show more

Maya Nicks

Maya Nicks

Maya Nicks leads U-Topia's technical architecture and engineering orchestration across a team spanning blockchain, full-stack, and AI. Her background spans aeronautical engineering, commercial aviation, and cybersecurity. She pivoted into machine learning in 2015 while researching muscle loss in microgravity, and has built AI systems ever since, alongside over a decade in crypto dating to 2013. She architected U-Bot, the AI orchestration system powering U-Topia's agentic banking and commerce layer, built on Visa Intelligent Commerce.

Maya Nicks leads U-Topia's technical architecture and engineering orchestration across a team spanning blockchain, full-stack, and AI. Her background spans aeronautical engineering, commercial aviation, and cybersecurity. She pivoted into machine lea... Show more

Maxime Antoine

Maxime Antoine

Maxime Antoine is the co-founder and CTO of Waniwani, where he builds infrastructure that helps financial-services providers to sell their offers to AI agents. He previously led engineering at Cantina, working on security platforms and AI vulnerability-detection agents. He has ten years of experience across software engineering, AI and engineering leadership.

Maxime Antoine is the co-founder and CTO of Waniwani, where he builds infrastructure that helps financial-services providers to sell their offers to AI agents. He previously led engineering at Cantina, working on security platforms and AI vulnerabili... Show more

Tommy Hartono

Tommy Hartono

Angel Investor | Fintech & Banking SaaS Partner | Anti Money Laundering & Fraud Prevention

Tommy Hartono is known to be Active, Energetic, and Creative Problem Solving.

Now he is building a new startup that helps FIntech & Banking SaaS Partners globally to excel in South East Asia.

Tommy has great experience as the APAC Founding Business Development Manager for Flagright (YC W22), a YC-backed AML Compliance & Fraud Detection Solution Startup. Tommy Hartono is fascinated with the story of an MLRO jumping out of their daily work to find a startup that helps another MLRO & Compliance team excel while keeping the business efficient. Before that, he was a Business Development Representative at Tookitaki, an end-to-end AML Operating System that helps the global mission to fight money laundering and corruption.

Tommy Hartono is a certified Microsoft Professional.

He was the Founder and CEO of Scrapiro, a Decentralized Recycling Platform. He is very excited about the huge opportunities to do recycling around Asia and be impactful for our Earth. He is interested in being a more active player in non-profit and international organizations that aim to be impactful to the 17 UN SDG Goals.

Tommy Hartono is an Edith Cowan University Graduate and Golden Key Holder who seeks to bring huge positive energies anywhere he goes because, through positivity, he believes in achieving what he dreamt.

Angel Investor | Fintech & Banking SaaS Partner | Anti Money Laundering & Fraud Prevention Tommy Hartono is known to be Active, Energetic, and Creative Problem Solving. Now he is building a new startup that helps FIntech & Banking SaaS Partners... Show more

William Timlen

William Timlen

William Timlen, CPA, has three decades of experience in tax, accounting, and management. He focuses on partnership taxation and passive activity loss rules, with solid experience in profit-and-loss allocations and distributions. He advises borrowers on the tax implications of debt restructurings and distressed real estate transactions, including foreclosures, deeds-in-lieu, and bankruptcy. He also works with real estate owners and developers on tax planning. He provides advisory support to high-net-worth individuals and families, including guidance during complex federal and state tax examinations.

He joined a New York-based firm in 2016 as a Tax Partner in its Real Estate Group, part of a top-15 international tax advisory firm. Over the past 10 years, William has generated more than $2 million in new business, including $1 million in 2018, while working with major participants in the NYC real estate market. He strengthened the group by recruiting experienced professionals across tax and audit practices. As a member of the leadership committee, he helps guide the real estate practice's direction, including thought leadership, business development, education, and branding. He is also a member of a national accounting organization.

He began his career in 1993 at a CPA firm in Princeton, New Jersey, where he worked for four years. He prepared tax workpapers and federal and state tax returns for partnerships, individuals, corporations, and trusts. He also reviewed financial statements, researched tax matters, and supported client communication. In 1998, Timlen joined a global firm as a Supervising Senior, where he prepared audit workpapers for Fortune 100 companies in the biotech and pharmaceutical industries.

He later founded his own accounting firm in Princeton, New Jersey, focusing on tax consulting for high-net-worth individuals, real estate partnerships, and corporations. Within the first three years, he built a business generating more than $600K annually. After 10 years, he joined a New York firm as a Tax Manager, where he reviewed complex returns, advised on like-kind exchanges, and represented clients before tax authorities. William then served for seven years as a Tax Principal at another firm, managing client relationships, leading engagements, and supporting business development and operational improvements.

He earned a Bachelor of Science in Accountancy from a college in Rhode Island, where he played Division 1 baseball for four years. He attended high school in New Jersey and was an All-State baseball player for two years.

William Timlen was born and raised in New Jersey and lives in New Canaan, Connecticut, with his family. He is married and has two sons in college. One is a senior at a university in Connecticut, and the other is a junior at a university in Miami. He enjoys golf, is a member of a country club in Greenwich, and likes traveling across the U.S. and abroad. He will be celebrating his 55th birthday this May.

William Timlen, CPA, has three decades of experience in tax, accounting, and management. He focuses on partnership taxation and passive activity loss rules, with solid experience in profit-and-loss allocations and distributions. He advises borrowers ... Show more

Birjan Crispin

Birjan Crispin

Birjan D. Crispin is a bold, compelling and convciting speaker who looks forward to serving your audience. He currently serves as an econominc development consultant in Indianapolis, IN. From 2023 to 2025, Birjan served in the Indiana House of Representatives as a legislative aide for the House Republican Caucus. In this role, he staffed the Indiana C.H.O.I.C.E. Board and the Commerce, Small Business & Economic Development Committee, contributing to policy development in economic and community-focused areas.

Birjan holds a B.A. in Finance and Political Science from Hope College. He is a graduate of The Heritage Foundation's Leadership Fellowship (as a fiscal and monetary policy fellow), The Leadership Institute's Young Leaders Program, and Indiana Family Institute's Hoosier Leadership Series Class of 2024.

A sought-after voice in public discourse, Birjan is a regular guest on podcasts nationwide and has spoken at conferences across the country. He shares his compelling personal journey—from Orphan to Advocate—while addressing faith-centered formation, legislative initiatives for child and family protection, parental righs, economic & fiscal policy.

Before entering public service, Birjan worked in corporate finance in Chicago, specializing in portfolio risk analysis and business management.
Birjan resides in Anderson, Indiana, with his wife Brooke and their daughter Abigail. The family is deeply engaged in their local community and are active members of Grace Baptist Church in Anderson.

In his personal time, Birjan is a classical violinist and an avid golfer.

Birjan D. Crispin is a bold, compelling and convciting speaker who looks forward to serving your audience. He currently serves as an econominc development consultant in Indianapolis, IN. From 2023 to 2025, Birjan served in the Indiana House of Repres... Show more

Oupa Laka

Oupa Laka

Most organizations don't have a people problem. They have a clarity problem.

Oupa Laka helps leaders and teams cut through complexity, align around what matters, and make confident decisions.

An international speaker and Business Analysis Consultant, Oupa is the creator of the AKILI Clarity Method and Story Weaver Model – frameworks that help leaders and teams uncover hidden problems, align stakeholders, and make confident decisions. Drawing on more than 15 years of experience in banking, insurance and digital transformation, his sessions are known for blending sharp strategic insight, authentic storytelling, and just the right amount of humour.

Oupa delivers high-energy sessions that challenge assumptions, spark meaningful conversations, and equip audiences with tools they can apply immediately. Having spoken at global conferences across Africa and Europe, he is known for challenging assumptions and shifting perspectives.

If audiences leave with new knowledge, the session was useful.
If they leave seeing problems differently, the session was transformational.

Clarity changes everything.

Most organizations don't have a people problem. They have a clarity problem. Oupa Laka helps leaders and teams cut through complexity, align around what matters, and make confident decisions. An international speaker and Business Analysis Consu... Show more

Koen van Gilst

Koen van Gilst

I work as a Principal Engineer at Rabobank, where I build AI solutions and help teams take them from early prototype to working software inside a large, regulated bank. My focus is the practical side of AI: what it actually takes to make things work, not just the promise.

My talks are technical but accessible, grounded in real examples rather than hype. I avoid standard slide decks where possible, using live prototypes, interactive demos, and audience participation to make the subject concrete and invite honest discussion.

I speak about how AI is changing engineering, what agentic AI looks like in practice, and how to assess whether a language model is actually good enough for your use case.

I work as a Principal Engineer at Rabobank, where I build AI solutions and help teams take them from early prototype to working software inside a large, regulated bank. My focus is the practical side of AI: what it actually takes to make things work,... Show more

Vimaladhithan SMR

Vimaladhithan SMR

As a Certified SAP Cloud Technology leader with over 18 years of experience, I lead global SAP delivery at Gen Re, where I oversee high-availability SAP environments on Microsoft Azure Cloud. My role involves managing SAP installations, migrations, disaster recovery, and upgrades, while collaborating with cross-functional technical teams and business CIOs to optimize SAP workloads and support organizational goals.

With expertise in SAP Cloud architecture, digital transformation, and leadership, I am dedicated to creating scalable, innovative solutions that deliver measurable business outcomes. By leveraging platforms like Azure and SAP's AI Core, I aim to empower organizations with cutting-edge enterprise solutions. Through my work, I strive to advance operational excellence and drive meaningful impact.

As a Certified SAP Cloud Technology leader with over 18 years of experience, I lead global SAP delivery at Gen Re, where I oversee high-availability SAP environments on Microsoft Azure Cloud. My role involves managing SAP installations, migrations, d... Show more

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