Finance & Banking

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

Victor Pachas

Victor Pachas

Product Owner en una empresa financiera líder del Perú, con más de 5 años de experiencia trabajando en infraestructura de nube.
Soy apasionado por las nuevas tecnologías y la Inteligencia Artificial, siempre explorando cómo la innovación puede transformar la industria. Fuera del trabajo, creo contenido tech y recargo energías practicando diferentes deportes.

Product Owner en una empresa financiera líder del Perú, con más de 5 años de experiencia trabajando en infraestructura de nube. Soy apasionado por las nuevas tecnologías y la Inteligencia Artificial, siempre explorando cómo la innovación puede trans... 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

Lone Gru

Lone Gru

Worked 20 years in Finance before moving to the ERP Team at an end customer.
Then implemented D365FSCM for Danish customers.

Lately worked as a Technical Specialist for Microsoft. And now working for Arineo.

Proud to be from the same country as D365FO!!!

Worked 20 years in Finance before moving to the ERP Team at an end customer. Then implemented D365FSCM for Danish customers. Lately worked as a Technical Specialist for Microsoft. And now working for Arineo. Proud to be from the same country a... 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

Pavan Kumar Rajagopal Prakashkumar

Pavan Kumar Rajagopal Prakashkumar

Pavankumar RP is a dynamic Oracle ERP specialist with more than 17 years of extensive experience leading end‑to‑end financial systems transformations across global, multi‑organizational environments. His expertise spans the full suite of Oracle EBS R12 and Oracle Cloud Fusion Financials, including AP, AR, GL, Cash Management, Property Manager, Fixed Assets, Procurement, Inventory, Financial Reporting, OFA, RMCS, Encumbrance Budgeting, and advanced reporting tools such as BI and OTBI.

A seasoned solution architect and AI developer, Pavankumar RP has successfully designed and implemented multiple Oracle AI Agents, bringing intelligent automation and predictive capabilities into core ERP processes. His work reflects deep proficiency in business process analysis, application‑based re‑engineering, process optimization, cost control, and revenue maximization using Oracle’s enterprise platforms.

Pavankumar RP continues to contribute to the evolution of digital finance by integrating AI, automation, and modern ERP capabilities to help organizations achieve operational excellence and strategic agility.

Pavankumar RP is a dynamic Oracle ERP specialist with more than 17 years of extensive experience leading end‑to‑end financial systems transformations across global, multi‑organizational environments. His expertise spans the full suite of Oracle EBS R... Show more

Hina Dixit

Hina Dixit

Hina Dixit is the Founder & CEO of Decompute, a company pioneering AI for decentralized, high-performance infrastructure. With over 15 years of experience at the forefront of venture capital, software engineering and AI innovation, Hina is a recognized leader driving the future of intelligent systems. With her previous experience as a Partner at Microsoft’s venture arm and Samsung, Hina’s has led investments in multiple unicorns. Hina was previously AI leader at Apple for around a decade.

Hina Dixit is the Founder & CEO of Decompute, a company pioneering AI for decentralized, high-performance infrastructure. With over 15 years of experience at the forefront of venture capital, software engineering and AI innovation, Hina is a recogniz... Show more

Massimo Forno

Massimo Forno

Massimo Forno is the Technical Founder & CEO of QuantikMind, a deep-tech startup pioneering intelligent chaos experiment and test selection for large-scale distributed systems. With 20+ years spanning QA, DevOps, SRE and Software Architecture, including leadership roles at major Swiss financial institutions, he has driven digital transformation programs focused on high-reliability engineering in regulated environments.

His expertise covers resilient architectures, observability-driven decision making and automated risk-based validation.
Massimo's research explores quantum-inspired logic, probabilistic modeling and ML-powered analysis to optimize failure-mode detection in microservice ecosystems.

He is passionate about translating advanced concepts into practical engineering tools that enable teams to validate system resilience more efficiently, intelligently and at scale.

Massimo Forno is the Technical Founder & CEO of QuantikMind, a deep-tech startup pioneering intelligent chaos experiment and test selection for large-scale distributed systems. With 20+ years spanning QA, DevOps, SRE and Software Architecture, includ... Show more

Tim Wiengarten

Tim Wiengarten

Tim Wiengarten ist Manager bei Cofinpro, einer Unternehmensberatung für die Finanzbranche. In seiner täglichen Arbeit vereint er drei Rollen: Als Scrum Master verantwortet er eines der Teams auf einer großen Finanzplattform, als Teamlead führt er ein internes Beraterteam und als Nearshore-Koordinator steuert er den Aufbau und die Integration des Lissaboner Entwicklungsstandorts. Bevor er in die Beratung wechselte, gründete er eine App-Agentur – eine Erfahrung, die sein Verständnis für das Zusammenspiel von Technik, Menschen und Organisation bis heute prägt. Sein Antrieb: Strukturen und Rahmen schaffen, in denen verteilte Teams nicht nur funktionieren, sondern gemeinsam besser werden.

Tim Wiengarten ist Manager bei Cofinpro, einer Unternehmensberatung für die Finanzbranche. In seiner täglichen Arbeit vereint er drei Rollen: Als Scrum Master verantwortet er eines der Teams auf einer großen Finanzplattform, als Teamlead führt er ein... Show more

Tarangkumar Malani

Tarangkumar Malani

Tarangkumar Malani is a seasoned software engineering professional with over a decade of experience designing and delivering large-scale, enterprise-grade applications across financial services, healthcare, telecom, and e-commerce domains. He currently serves as Vice President and Lead Software Engineer at JPMorgan Chase & Co., where he leads the design, development, modernisation, and ongoing support of high-impact internal enterprise platforms focused on knowledge discovery, workflow automation, and platform modernisation.
In his current role, Tarangkumar is responsible for building full-stack solutions using technologies such as Java, Spring Boot, React, Python, REST APIs, and SQL. He has played a key role in implementing artificial intelligence-enabled search and conversational capabilities by integrating governed enterprise data sources and modern data-platform patterns to improve information discovery and decision support. He also drives reliability and performance improvements through site reliability engineering practices, including observability enhancements, monitoring, incident response, and system optimization across both on-premises and cloud-connected environments.
Before JPMorgan Chase, Tarangkumar held engineering leadership roles at Mphasis, where he led the development of microservices-based financial platforms and contributed to architecture, performance optimization, and production stability in Agile environments. He also worked at The Fidelis Group, delivering full software development lifecycle support for financial applications, and at eClinicalWorks, where he contributed to the development and modernization of a large cloud-based healthcare platform. Earlier in his career, he developed telecom billing and broadband solutions at Sterlite Technologies. He built Java-based enterprise applications at SoftVan, gaining strong foundational experience in full-stack development and system integration.
Throughout his career, Tarangkumar has demonstrated expertise in full-stack development, microservices architecture, system integration, workflow automation, observability, and platform modernisation. His technical skill set spans Java, Python, JavaScript, and TypeScript, Spring frameworks, React and Angular, relational and NoSQL databases, and a wide range of DevOps and reliability engineering tools. He is experienced in driving secure software development practices, improving system scalability and performance, and collaborating with cross-functional stakeholders to deliver resilient, high-quality enterprise solutions. He holds a Bachelor of Engineering in Computer Engineering from India.

Tarangkumar Malani is a seasoned software engineering professional with over a decade of experience designing and delivering large-scale, enterprise-grade applications across financial services, healthcare, telecom, and e-commerce domains. He current... Show more

Eduardo Orta Salazar

Eduardo Orta Salazar

Software Engineer | Linux Geek | Coffee Lover | Co-Organizer at Calzada Code

Software Engineer | Linux Geek | Coffee Lover | Co-Organizer at Calzada Code Show more

Heidi Klejs Jensen

Heidi Klejs Jensen

Certified Business Analysis Professional (CBAP) with more than 25 years of experience from various analyst roles. Has been working within the financial industry (Experian and Danske Bank A/S) for the past 10 years, but has experience from a broad variety of industries.

Has extensive experience working between business stakeholders, legal & compliance teams, and technology organisations. Passionate about stakeholder collaboration, requirements management, and creating practical solutions in complex environments - especially where regulation and business goals must work hand in hand.

Certified Business Analysis Professional (CBAP) with more than 25 years of experience from various analyst roles. Has been working within the financial industry (Experian and Danske Bank A/S) for the past 10 years, but has experience from a broad var... Show more

Albin Joseph

Albin Joseph

I am an accomplished professional with solid background in providing strategic financial insights, driving financial planning/analysis, and optimizing business performance.
I excel at analyzing complex financial data, conducting in-depth financial modeling, and providing actionable recommendations.
I have demonstrated expertise in monitoring financial processes, ensuring compliance with regulations, and implementing internal controls.
I possess strong business acumen and ability to translate financial data into meaningful insights while driving financial excellence, optimizing profitability, and contributing to overall business success.
I am skilled in budgeting, forecasting, and financial reporting to support decision-making and improve operational efficiency.

I am an accomplished professional with solid background in providing strategic financial insights, driving financial planning/analysis, and optimizing business performance. I excel at analyzing complex financial data, conducting in-depth financial ... Show more

Varsha Shah

Varsha Shah

Varsha Vidit Shah is an AI and Enterprise Finance Transformation Architect with over 12 years of experience in designing and delivering automation solutions for global finance and compliance operations. Her work focuses on applying artificial intelligence and machine learning to improve efficiency, accuracy, and governance across enterprise financial systems.
Currently a Technical Architect at Tata Consultancy Services, Varsha contributes to large-scale finance and compliance transformation initiatives. She has led the design and development of AI-based solutions for areas such as revenue recognition, partner incentive programs, employment tax compliance, and procure-to-pay processes.
Her experience includes building systems for contract intelligence, audit validation, financial exception monitoring, and sustainability reporting across multi-country operations. These solutions have helped reduce manual effort and improve reporting accuracy within enterprise environments.
Varsha has also contributed to enterprise platform development for audit collaboration, policy governance, and financial workflow automation. In addition to her technical work, she supports team development through mentoring and has conducted training sessions on AI technologies.
She holds a Master of Computer Applications from Pune University and has earned Microsoft certifications in Azure Fundamentals, Power Platform Fundamentals, and Fabric Data Engineering.

Varsha Vidit Shah is an AI and Enterprise Finance Transformation Architect with over 12 years of experience in designing and delivering automation solutions for global finance and compliance operations. Her work focuses on applying artificial intelli... Show more

Leslie Schall

Leslie Schall

Equal parts strategist and storyteller, Leslie Schall brings humor, heart, and hard-earned expertise to every stage. As Director of Channel Partnership, Microsoft at Corpay, she leads the powerhouse alliance connecting fintech innovation with Microsoft’s global ecosystem—helping businesses simplify payments and scale smarter.

Leslie’s sessions blend real-world insights with relatable energy, turning complex financial topics like fraud prevention, cash flow optimization, AP automation, and workflow efficiency into engaging, actionable discussions. Audiences walk away inspired, informed, and ready to rethink what modern financial operations can be.

When she’s not sparking collaboration across the Microsoft ecosystem, you’ll find Leslie in Fort Collins, Colorado, chasing her three kids, mountain views, and the next great cup of coffee.

Equal parts strategist and storyteller, Leslie Schall brings humor, heart, and hard-earned expertise to every stage. As Director of Channel Partnership, Microsoft at Corpay, she leads the powerhouse alliance connecting fintech innovation with Microso... Show more

Abhinav Bharadwaj R

Abhinav Bharadwaj R

Technology professional with 6+ years of experience spanning enterprise networking and backend engineering across Banking and FinTech ecosystems.

Technology professional with 6+ years of experience spanning enterprise networking and backend engineering across Banking and FinTech ecosystems. Show more

Delia Kelly Kelly

Delia Kelly Kelly

I am a motivational speaker and coach with over 10 years of experience across capital markets, investment banking, regulatory reporting and asset management, currently working in consulting. My career has given me first-hand insight into high-performance environments, and I use that experience to help individuals and organisations build resilience, clarity, and strong leadership under pressure.

I hold an Executive MBA from Trinity College Dublin and an MSc in Management Science from VUB Brussels, combining a strong academic foundation with real-world business experience. Alongside my corporate career, I have delivered international workshops, coaching sessions, and talks focused on leadership, public speaking, and work-life balance, working with diverse audiences across Europe and beyond.

My approach blends practical business insight with mindfulness and performance techniques, helping people improve focus, manage stress, and achieve sustainable success. I am passionate about empowering others to perform at their best while maintaining balance and wellbeing.

I am a motivational speaker and coach with over 10 years of experience across capital markets, investment banking, regulatory reporting and asset management, currently working in consulting. My career has given me first-hand insight into high-perform... Show more

Gagandeep Kalra

Gagandeep Kalra

Gagan is a senior quant developer working on latency-sensitive trading systems, where correctness, performance, and confidentiality are tightly coupled. His work involves designing infrastructure that handles sensitive data and proprietary strategies under strict performance constraints.

Gagan is a senior quant developer working on latency-sensitive trading systems, where correctness, performance, and confidentiality are tightly coupled. His work involves designing infrastructure that handles sensitive data and proprietary strategies... Show more

Vishal Sharma

Vishal Sharma

As Software Engineering leader, I bring over 20 years of expertise in enterprise architecture and digital transformation. By leading cross-functional teams, I enable the delivery of secure, scalable solutions that optimize operations and enhance client engagement. My efforts focus on integrating innovative technologies to align with strategic business goals, resulting in measurable outcomes for stakeholders.

With a strong foundation in business architecture and fintech innovation, I excel in modernizing platforms to meet evolving industry demands. Equipped with certifications such as TOGAF, I prioritize seamless system integration, cost efficiency, and regulatory alignment to drive long-term value for organizations. Passionate about solving complex challenges, I work collaboratively to empower teams and achieve sustainable success.

As Software Engineering leader, I bring over 20 years of expertise in enterprise architecture and digital transformation. By leading cross-functional teams, I enable the delivery of secure, scalable solutions that optimize operations and enhance clie... Show more

Diniz Muanza

Diniz Muanza

Diniz Muanza é um jovem líder africano, Chairman Leader e investidor, reconhecido pela sua visão estratégica sobre o futuro da economia global, centrada na colaboração entre criadores de valor e construtores de negócios.

Com atuação orientada para mercados de alto desempenho, dedica-se à construção de ecossistemas empresariais que conectam talento, influência e capital. Nas suas palestras, aborda de forma prática como parcerias estratégicas podem gerar riqueza sustentável e legado geracional.

Atualmente, Diniz Muanza expande a sua presença para o cenário internacional, com interesse em integrar e ser destacado em revistas empresariais globais, contribuindo com insights sobre inovação, liderança e crescimento de mercados emergentes.

Diniz Muanza é um jovem líder africano, Chairman Leader e investidor, reconhecido pela sua visão estratégica sobre o futuro da economia global, centrada na colaboração entre criadores de valor e construtores de negócios. Com atuação orientada para... Show more

Alex Reis

Alex Reis

Alex Reis is a Experience Strategist and Service Design leader with 10+ years of experience leading user-centered transformations in high-complexity sectors including Finance, Telecom, and Agribusiness.

As the founder of Cliente Sempre, Alex facilitates the intersection of User Research and Product Ownership, ensuring that design decisions are treated as strategic business investments. His career is defined by measurable impact: from saving $1M in operational costs through automation to scaling support operations for over 1 million active users.

Holding certifications in Design and Strategy Execution from Harvard Business School, Alex provides a pragmatic, data-grounded approach to CX that prioritizes revenue, risk mitigation, and operational efficiency.

Alex Reis is a Experience Strategist and Service Design leader with 10+ years of experience leading user-centered transformations in high-complexity sectors including Finance, Telecom, and Agribusiness. As the founder of Cliente Sempre, Alex facil... Show more

Harkirat Kaur

Harkirat Kaur

I am a Vice President in Quantitative Research at JP Morgan Chase, where I build AI-powered tools for regulatory risk modeling infrastructure. My current work focuses on applying agentic AI and LLM-driven automation to data governance challenges across large-scale regulatory frameworks, including CCAR and CECL. Previously, as an Analytics Manager at AWS, I led data science initiatives spanning ML-based anomaly detection, LLM-powered business intelligence, and A/B experimentation for product development.

Outside of work, I love exploring hiking trails and experimenting with my love for cooking (my recent experiment was an asparagus lemon omelette).

I am a Vice President in Quantitative Research at JP Morgan Chase, where I build AI-powered tools for regulatory risk modeling infrastructure. My current work focuses on applying agentic AI and LLM-driven automation to data governance challenges acro... Show more

Dave Coles

Dave Coles

Dave Coles brings more than 20 years of hands-on experience in IT, security, and managed services, working everywhere from small nonprofits to heavily regulated financial firms. As the Managing Partner in charge of Technical Services at Castle Rock Sky and creator of Zero Trust for Humans™, he focuses on the real front line of modern security: the people who move money, approve changes, and answer “just one quick question” in the middle of a busy day.

His work sits at the intersection of identity, fraud, and human behavior. Dave helps organizations—especially RIAs, financial services firms, and MSPs—design verification workflows that assume every request is fake until it proves itself real, without turning staff into robots or killing productivity. He takes concepts like Zero Trust, SEC/HIPAA/industry compliance, and wire-fraud risk and translates them into clear language, simple rules, and repeatable processes that real people can follow.

Dave also cares deeply about the humans doing the work. Through talks like Zen and the Art of IT Support, he addresses burnout, emotional load, and how support and security teams can stay grounded while living in always-on, high-stakes environments. His sessions are candid, practical, and built from real incidents and real tickets—not theory.

Whether he’s speaking to financial executives, compliance teams, or front-line MSP techs, Dave’s goal is the same: help humans stay human while making it brutally hard for attackers to win.

Dave Coles brings more than 20 years of hands-on experience in IT, security, and managed services, working everywhere from small nonprofits to heavily regulated financial firms. As the Managing Partner in charge of Technical Services at Castle Rock S... Show more

Francisco Tzulkin Zompa Camacho

Francisco Tzulkin Zompa Camacho

Francisco Zompa is CEO of Delibanez IT and Finx, two Mexican startups focused on software development and financial technology. With experience leading engineering teams and building scalable products, he is passionate about open source, developer culture, and technology innovation in Latin America.

Francisco Zompa is CEO of Delibanez IT and Finx, two Mexican startups focused on software development and financial technology. With experience leading engineering teams and building scalable products, he is passionate about open source, developer cu... Show more

Venkateshwaran Kumarasamy

Venkateshwaran Kumarasamy

Venkateshwaran is a Java developer/Solution Architect based in The Netherlands. Passionate about learning new things in Java, AI, Automation, Robotics & Data Distribution systems

Venkateshwaran is a Java developer/Solution Architect based in The Netherlands. Passionate about learning new things in Java, AI, Automation, Robotics & Data Distribution systems Show more

Jay Manley

Jay Manley

When he’s not helping finance teams untangle their payments messes, Jay is usually strapped into something loud, fast, or airborne—sometimes all three in the same week.

In the office, he’s a visionary and a natural leader for Accounts Payable teams: the kind of operator who doesn’t just “optimize a process,” but rethinks how AP should work end-to-end—simplifying the chaos, modernizing the tech stack, and rallying teams around a clear path from manual grind to automated control.

He’s also a multi-rated pilot (powered, glider, and unmanned—rotor and fixed-wing) who puts those skills to work with the Civil Air Patrol on search-and-rescue missions, logging real cockpit time when it actually counts.

Back on the ground, he’s a lifelong motorsports addict: a season points champion who’s finished 3rd out of 330 cars in divisional competition—and then decided that wasn’t chaotic enough, so he went all-in on the art (and smoke) of drift driving.

And when things “slow down,” it’s only by Jay’s standards: playing guitar in a band, disappearing off-grid in the mountains, or sending a snowmobile through deep powder like it personally offended him. If it runs on fuel, flies, or makes your heart rate question your life choices, there’s a decent chance Jay’s either done it… or is already planning the next stunt.

When he’s not helping finance teams untangle their payments messes, Jay is usually strapped into something loud, fast, or airborne—sometimes all three in the same week. In the office, he’s a visionary and a natural leader for Accounts Payable team... Show more

Sparsh Jain

Sparsh Jain

Sparsh Jain is an AI leader and founding builder working at the intersection of machine learning, infrastructure, and real-world deployment. He currently leads product development at Key AI, building security infrastructure for the emerging agentic AI ecosystem, designing systems that monitor AI interactions, detect vulnerabilities, and generate actionable risk insights at scale.

He also leads AI Tinkerers, where he organizes and collaborates with engineers and researchers globally through large-scale AI hackathons and community initiatives.

Previously, Sparsh has worked on quant ML systems at Wells Fargo and conducted ML research at NTU Singapore. His work focuses on taking AI from experimentation to production, spanning agentic workflows, LLM pipelines, and scalable data systems.

Sparsh Jain is an AI leader and founding builder working at the intersection of machine learning, infrastructure, and real-world deployment. He currently leads product development at Key AI, building security infrastructure for the emerging agentic A... 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

Maria Carrasco

Maria Carrasco

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estudio empírico de las sonrisas de volatilidad en el mercado de opciones alemán (DAX) entre 2017 y 2022, utilizando herramientas como Python, Spyder y modelos de machine learning para el análisis de series temporales de alta frecuencia.

Ha trabajado integrando enfoques estructurados de datos con tecnologías modernas de inteligencia artificial y herramientas en la nube. Además, participa activamente en comunidades tecnológicas vinculadas al ecosistema cripto, blockchain y DeFi, y colabora en proyectos de innovación con impacto social en América Latina, promoviendo la participación de mujeres en STEM y liderando iniciativas de inclusión digital. Destaca su rol en COINTER, la primera cooperativa digital en blockchain, donde apoyó programas de mentoría y capacitación enfocados en la inclusión de mujeres en finanzas y tecnología.

Apasionada por traducir conceptos complejos en soluciones aplicadas, María combina la solidez académica con una visión práctica del uso de AI en entornos financieros y de datos masivos.

Cuenta también con experiencia en evaluación, sistematización y transversalización de género, apoyando procesos de capacitación, diseño de herramientas institucionales y consultorías orientadas a promover la igualdad y la equidad en políticas públicas y proyectos de desarrollo.

Reconocimientos y Distinciones

•Capacitación para gerentes de cooperativas sobre Big Data y su impacto en la toma de decisiones en el sector financiero – Enfoque en cooperativas, 2025 | FACACH
•1er lugar en SpaceApps Challenge, 2025 | NASA
•1er lugar en programa de mentoría a Cooperativa Digital Cointer, 2025 | Impact Hub
•Facilitadora de capacitación en Seguridad Básica en Bitcoin, 2025 | La Bitcoinera
•Facilitadora de capacitación en Aplicaciones Reales de Bitcoin en Honduras, 2025 | La Bitcoinera
•Facilitadora de capacitación en Introducción a Bitcoin y su importancia, 2025 | La Bitcoinera
•Ambassador’s Distinguished Appreciation Award, 2008 | Embajada de Estados Unidos en Tegucigalpa

María Carrasco es doctora en Big Data y Finanzas Cuantitativas, con una sólida trayectoria en el análisis de datos financieros, estructuras algorítmicas y modelos predictivos aplicados a mercados reales. Su investigación doctoral se enfocó en el estu... Show more

José P. Barrantes

José P. Barrantes

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

Sanath Chilakala

Sanath Chilakala

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

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