Finance & Banking

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

John Dagostino

John Dagostino

https://en.wikipedia.org/wiki/John_D%27Agostino_(financial_services)

https://en.wikipedia.org/wiki/John_D%27Agostino_(financial_services) Show more

Ana Caroline Assunção Manfé

Ana Caroline Assunção Manfé

MBA em Gerenciamento de Projetos pela Fundação Getulio Vargas, Pós-Graduação em Redes de Computadores pela Universidade Federal do Pará, Graduação em Tecnologia em Processamento de Dados pela Universidade da Amazônia. Experiência profissional em Coordenação de Torres de Soluções, Coordenação de Portfólio de TI e Gestão de Mudanças de TI, Gerenciamento de Projetos de TI, Coordenação de Central de Serviços de TI, Governança de TI, Infraestrutura de Redes de Computadores, Gestão de Catálogo de Serviços de TI, Gestão de Tecnologia da Informação, Planejamento de Contratação de Soluções de TI, Docência no ensino superior (Graduação e Pós-Graduação) presencial e a distância. Membro da Comissão de Ética do Banco da Amazônia de 2019 a 2022.

MBA em Gerenciamento de Projetos pela Fundação Getulio Vargas, Pós-Graduação em Redes de Computadores pela Universidade Federal do Pará, Graduação em Tecnologia em Processamento de Dados pela Universidade da Amazônia. Experiência profissional em Coor... Show more

Kelly Evans

Kelly Evans

Coming soon...

Coming soon... Show more

Andreas Havsberg

Andreas Havsberg

Andreas Havsberg har jobbet med nettbank, anti-svindel og cybersikkerhet de siste 25 årene og jobber i dag som TIBER Test Manager i Norges Bank. Han har studert journalistikk og har en Master of Management fra Handelshøyskolen BI.

Andreas Havsberg har jobbet med nettbank, anti-svindel og cybersikkerhet de siste 25 årene og jobber i dag som TIBER Test Manager i Norges Bank. Han har studert journalistikk og har en Master of Management fra Handelshøyskolen BI. Show more

Vatsal Sanghi

Vatsal Sanghi

Qualified Chartered Accountant, backed by approximately four years of post-qualification expertise in diverse Accounting Functions, Auditing & Assurance Services (including Statutory Audits, Internal Audits, and Tax Audits), and Statutory Compliances.

Qualified Chartered Accountant, backed by approximately four years of post-qualification expertise in diverse Accounting Functions, Auditing & Assurance Services (including Statutory Audits, Internal Audits, and Tax Audits), and Statutory Compliances... Show more

Christopher Duvall

Christopher Duvall

Zahi Ben Shabat

Zahi Ben Shabat

Zahi Ben Shabat is leading the platform engineering team for Global Financial Services at AWS. Zahi is a builder and has extensive speaker experience, presenting at Re:Invents for the past three years with discussions that took top 5 most popular sessions. He released more than a dozen open source projects, featured on the AWS public YouTube, and written blogs and white papers. Zahi been promoting innovation and collaboration in the tech industry for 15+ years.

Zahi Ben Shabat is leading the platform engineering team for Global Financial Services at AWS. Zahi is a builder and has extensive speaker experience, presenting at Re:Invents for the past three years with discussions that took top 5 most popular ses... Show more

Zahi Ben Shabat

Zahi Ben Shabat

Zahi Ben Shabat is leading the platform engineering team for Global Financial Services at AWS. Zahi is a builder and has extensive speaker experience, presenting at Re:Invents for the past three years with discussions that took top 5 most popular sessions. He released more than a dozen open source projects, featured on the AWS public YouTube, and written blogs and white papers. Zahi been promoting innovation and collaboration in the tech industry for 15+ years.

Zahi Ben Shabat is leading the platform engineering team for Global Financial Services at AWS. Zahi is a builder and has extensive speaker experience, presenting at Re:Invents for the past three years with discussions that took top 5 most popular ses... Show more

Andrei Moskalev

Andrei Moskalev

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

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

Benjamin Peter

Benjamin Peter

Benjamin Peter is the Head of Data & Business Solutions/CTO at Bank Avera since September 2022. He has extensive experience in data science, data engineering and IT, having worked as a Lead Data Scientist at Bank Avera and as a Team Leader in Software Development at Glarner Kantonalbank, and a Senior Application Manager at finnova AG Bankware. He also lectures on Big Data, AI, and Applications Engineering at KV Luzern Berufsakademie. His expertise includes enterprise architecture, solution design, software development as well as leadership in various tech and banking roles.

Benjamin Peter initiated and led the development of the Finnova DWH Framework, now maintained by a dedicated team and used by 18 banks. He also created the EDWH Framework for Glarner Kantonalbank, later sold to Inventx for their Open Finance Platform. Additionally, he developed the Control Engine, a financial reporting tool, and established a pioneering Cloud Data Platform at Bank Avera using Microsoft Azure, which has been adopted as a model by other banks.

He is enthusiastic about technology and loves working with data. His career is fueled by an unwavering drive to seek out new challenges and opportunities, always ready to discover and embrace what lies ahead.

Benjamin Peter is the Head of Data & Business Solutions/CTO at Bank Avera since September 2022. He has extensive experience in data science, data engineering and IT, having worked as a Lead Data Scientist at Bank Avera and as a Team Leader in Softwar... Show more

Ashita Jain

Ashita Jain

UX designer with 7+ years of design experience and academic background in Human Computer Interaction, HCI & Communication Design. Experience of working in cross-functional multidisciplinary teams across various domains like financial services, education, health & wellness, and security, from the early-stage startups to high-growth companies like
JP Morgan & ServiceNow.

UX designer with 7+ years of design experience and academic background in Human Computer Interaction, HCI & Communication Design. Experience of working in cross-functional multidisciplinary teams across various domains like financial services, educat... Show more

Snehal Dhumane

Snehal Dhumane

Snehal carries overall 14+ years of diversifies work experience across industries, roles, functions and different types of organizations.
Her professional journey started as a Junior R&D Engineer in core electronics industry designing products based on sensors technology for Indian parliament and few of the premium pharmaceutical clients followed by handling process automation projects for Siemens, General Motors and Hindalco.
Since November 2010, she started working in Banking and Finance wearing different hats as Business Analyst, System Analyst, Data Analyst, Product Owner, Data Modeler across Investment Banking, Regulatory, Risk, Compliance, Wealth Management in close collaboration with Enterprise Data Management, Governance and Architecture functions.
She has been associated with organizations like Barclays, Credit Suisse, Deutsche Bank, HSBC and KPMG.

Snehal has a keen interest in Yogasana, Pranayams and is a great promoter of mindful eating habits that she believes are key to prioritize one's wellbeing. Snehal has been a zonal level singer and has profound interest in music, sand-art, painting and crafting.

Snehal carries overall 14+ years of diversifies work experience across industries, roles, functions and different types of organizations. Her professional journey started as a Junior R&D Engineer in core electronics industry designing products based... Show more

Jihai Zhou

Jihai Zhou

Jihai Zhou graduated from Imperial College London as a PhD. He has ever worked in different global banks (such as Barclays bank, HSBC) and Tencent (Top Internet company in China) on DevOps and DevSecOps transformation for more than 10 years. Between 2018 and 2023, Jihai was invited by 20+ technical conferences as the speaker to share DevOps/DevSecOps experience. In Dec 2021, Jihai’s book – “DevSecOps Implementation”, which is the first book about the DevSecOps in China, was published by Mechanical Industry Press in China. In June 2022, Jihai contributed to the book – “The Future and Fintech: ABCDI and Beyond” as the fourth author and the book was published by World Scientific in Singapore. In July 2023, Jihai was invited by Nanjing University (Top 10 in China) Software Institute DevOps+ Research Lab as the “Industry mentor” to provide guide to postgraduate students on DevSecOps.

Jihai Zhou graduated from Imperial College London as a PhD. He has ever worked in different global banks (such as Barclays bank, HSBC) and Tencent (Top Internet company in China) on DevOps and DevSecOps transformation for more than 10 years. Between ... Show more

Logan Williams Energy Finance

Logan Williams Energy Finance

Logan Williams was pivotal at EDP Renewables, a global wind energy development leader. There, she maintained relationships with institutional investors and managed tax equity finance models for a broad portfolio of wind and solar assets across North America. Her responsibilities extended to liaising with commercial banks and hedge funds and overseeing internal rate of return calculations and periodic updates of tax equity tracking models.

She holds a BA in Political Science from Columbia University and gained valuable early career experience through a year-long veterans apprenticeship at Goldman Sachs. Additionally, her commitment to service is evidenced by her five years of active duty in the United States Coast Guard.

Her expertise spans several vital areas of the energy and finance sectors, including tax equity, debt capital markets, sell-side mergers and acquisitions, and renewable power finance and development.

Beyond Logan Williams Energy Finance's professional activities, she is keenly interested in adventure sports like kitesurfing, scuba diving, and skiing. Growing up in a small beach town on the coast of the Carolinas, her water connection profoundly influences her recreational pursuits and her dedication to environmental initiatives, including her upcoming project to restore coral reefs in Indonesia.

Logan Williams was pivotal at EDP Renewables, a global wind energy development leader. There, she maintained relationships with institutional investors and managed tax equity finance models for a broad portfolio of wind and solar assets across North ... Show more

Ronnie Basu

Ronnie Basu

Federal Reserve Bank of Dallas

Federal Reserve Bank of Dallas Show more

Manoj Kumar Vandanapu

Manoj Kumar Vandanapu

Iam a distinguished financial expert and leader with over 18 years of experience in the Industry. Currently serving as a Finance Controller at a Major Investment Bank, I have led pivotal financial reporting initiatives and strategic operations, managing over $xx billion in annual revenues. I have also leveraged AI/ML technologies to enhance financial analytics and decision-making processes, demonstrating his ability to integrate cutting-edge technology into strategic financial management.

Iam a distinguished financial expert and leader with over 18 years of experience in the Industry. Currently serving as a Finance Controller at a Major Investment Bank, I have led pivotal financial reporting initiatives and strategic operations, manag... Show more

Hrushikesh Deshmukh

Hrushikesh Deshmukh

Senior Consultant with Fannie Mae

Senior Consultant with Fannie Mae Show more

Justin Hunsaker

Justin Hunsaker

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% employee engagement rate. Justin earned an Executive Master’s of Technology Management from the University of Pennsylvania and the Wharton School. Throughout his career, Justin has launched new products and coached associates at all levels at multiple Fortune 500 banks and several FinTechs.

Justin is a highly skilled workshop facilitator and consultant, with a passion for human-centered design that he applies to improve all aspects of his coaching. For over five years, he taught and developed content for the "Creating Effective Presentations" workshop for Capital One.

With John Polk, Justin is on a mission to rid the world of poor presentations and empower leaders with the tools they need to communicate their ideas effectively. Justin teaches workshops and consults with corporations and individuals on a variety of topics, including presentations, communication and influence, people management, product management, and career transitions.

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% emp... Show more

Son Do Lenh

Son Do Lenh

Dr. Sơn Đỗ Lệnh is currently a Product Manager at a leading private bank in Switzerland. Sơn holds a PhD from EPFL, Switzerland, and has conducted research in Innovation Technology at Harvard University. He helps businesses shape their business strategy and digital transformation, ranging from several tens to over 100,000 employees.

Recently, Sơn led a strategic transformation program for one of the most complex asset management platforms globally. He has advised one of the world's largest shipping companies, proposing strategies for 20 transformation projects to optimize user experience in 155 countries.

Sơn has received numerous awards for innovation and excellence, including 1 STELLAR Distinct Award and 1 Most Innovative Experiment Award. He has led or contributed to technological innovations exhibited at prestigious venues such as the Asia-Pacific ICT Awards, Harvard Museum of Natural History, and MoMA - Museum of Modern Art in New York.

Dr. Sơn Đỗ Lệnh is currently a Product Manager at a leading private bank in Switzerland. Sơn holds a PhD from EPFL, Switzerland, and has conducted research in Innovation Technology at Harvard University. He helps businesses shape their business strat... Show more

Malcolm Kastiro

Malcolm Kastiro

Passionate about building Integrated Financial Service oriented platform leveraging on Mobile Money as a tool for Financial Inclusion.

Passionate about building Integrated Financial Service oriented platform leveraging on Mobile Money as a tool for Financial Inclusion. Show more

Rafael Eduardo Cedeno-Camacho

Rafael Eduardo Cedeno-Camacho

Rafael Eduardo Cedeno-Camacho, born on August 19, 1970, carries the dual heritage of Venezuelan and Italian nationalities and has carved out a distinguished 25-year career at the intersection of finance and insurance. His approach combines deep expertise in accounting with a nuanced understanding of strategic business development, fueling a series of successful enterprises under his leadership.

Educated at Santa Maria University, where he earned his degree in public accounting, he further broadened his academic horizons with a Global MBA from the University of Miami and a Marketing degree from the University of Berkeley, California. His education was further enhanced by completing two Executive Programs at Singularity University in Silicon Valley. He began his professional career at KPMG, acquiring a diverse skill set that would be the foundation for his later achievements in business leadership.

He is the driving force behind One Alliance Insurance Group, which he founded in 2013 in Puerto Rico. The group specializes in health, property, and casualty insurance and has expanded under his guidance to include operations in the Dominican Republic and the United States. Since its inception, particularly after the strategic acquisition of One Alliance Insurance Company in 2019, the group has experienced substantial growth, achieving a revenue CAGR of 37.1% from 2019 to 2023. His leadership is marked by his direct involvement in strategic planning and operational management, ensuring the company's robust growth and market position.

His initial foray into the insurance industry was marked by the formation of his first insurance company in 2013, which was assembled with a select group of investors. This venture has grown significantly, stretching its presence across Latin America and the United States, with licensing in several states, including Texas, New Jersey, and North Carolina. His strategic vision and innovative approaches have been vital in identifying lucrative markets and spearheading growth initiatives.

He has placed a high priority on integrating technology into his business operations. His initiatives include the development of One Alliance Travel Assist, an insurtech platform that allows customers to manage their insurance efficiently online. He has also implemented producer portals and virtual offices in the Dominican Republic, leveraging technology to streamline operations and improve customer service.

Looking forward, he maintains a visionary perspective that guides his strategic decisions, focusing on sustainable practices and innovative business solutions. He proactively addresses disaster preparedness and corporate social responsibility challenges, reflecting his holistic approach to business and community leadership.

In addition to his professional accomplishments, he is recognized for his industry insights, contributing as a guest writer to Demotech magazine and participating in various media discussions about industry trends. His personal life reflects a balance of disciplined pursuits, including a passion for vintage cars and active engagement in sports such as karate and golf, which mirror his strategic and disciplined business philosophy.

He is also deeply committed to philanthropy, regularly supporting St. Agnes Catholic Church and various health and community organizations through donations and active involvement. His philanthropic work underscores his dedication to effecting positive change in the community.

Through visionary leadership and strategic initiatives, Rafael Eduardo Cedeno-Camacho has significantly impacted the insurance industry across Latin America and the United States, demonstrating his prowess as a forward-thinking entrepreneur and a committed benefactor to the communities he serves.

Rafael Eduardo Cedeno-Camacho, born on August 19, 1970, carries the dual heritage of Venezuelan and Italian nationalities and has carved out a distinguished 25-year career at the intersection of finance and insurance. His approach combines deep exper... Show more

Adeola Adedewe

Adeola Adedewe

Adeola is a first-generation African immigrant who migrated into the US many years ago and has carved a unique path in the business world, blending social consciousness with entrepreneurial drive. With academic foundations laid at the City University of New York (BS & MS in Accounting & Finance) and an MBA in Social Economics in Emerging Markets from Harvard Business School, Adeola's journey is one marked by perseverance, insight, and a profound understanding of diverse economic landscapes.

Having successfully navigated two business exits, Adeola is now building Kredete, a financial software platform that helps African Immigrants in the diaspora send money back home instantly to over 20+ countries with low fees, while also helping users build credit through the utilization of web3 technology.

Adeola is a first-generation African immigrant who migrated into the US many years ago and has carved a unique path in the business world, blending social consciousness with entrepreneurial drive. With academic foundations laid at the City University... Show more

Oliver Hebnes

Oliver Hebnes

Oliver Hebnes is a seasoned MLOps Engineer in SR-Bank, where he specializes in the integration of machine learning methodologies with robust coding practices to enhance financial operations. A physicist by training, Oliver completed his MSc in computational physics at the University of Oslo (UiO), where he studied new quantum material platforms using machine learning methods. Transitioning from computational physics to the practical realms of technology, Oliver's professional journey has spanned multiple industries, including energy and educational technology.

At SR-Bank, Oliver leverages this expertise to oversee the machine learning lifecycle, ensuring models are not only accurate and efficient but also maintainable and scalable. His work is key in ensuring the bank's reputation for innovation and security.

Oliver Hebnes is a seasoned MLOps Engineer in SR-Bank, where he specializes in the integration of machine learning methodologies with robust coding practices to enhance financial operations. A physicist by training, Oliver completed his MSc in comput... Show more

Ikechukwu Okoli

Ikechukwu Okoli

Ikechukwu Okoli is an economist with experience spanning international development, academia, and technology business. He is a Fintech co-founder as well as co-founder and business development manager in Bidverse, an additive manufacturing(AM) tech startup which promotes sustainable manufacturing through the use of AM as an alternative approach for producing components of manufacturing plants.

Ikechukwu Okoli is an economist with experience spanning international development, academia, and technology business. He is a Fintech co-founder as well as co-founder and business development manager in Bidverse, an additive manufacturing(AM) tech s... Show more

Shan Edwards

Shan Edwards

Shan Edwards is a CPA with over 15 years of experience helping middle market companies accelerate their business growth through a broad range of leadership activities, including finance, operations, and business strategy.

Shan has held executive leadership positions with several organizations, including a cloud services firm where he led the development and launch of a cloud service offering providing security, financial and engineering solutions for over 175 businesses.

Driven by his passion for finance and the power of the cloud to accelerate business growth, Shan now guides finance and professionals to become Cloud Finance Leaders by utilizing their core finance expertise. Through a series of cloud-centered trainings or bootcamps, finance professionals acquire a sound understanding of cloud technologies and learn how to actively participate in their organization’s FinOps efforts. With Cloud Finance Leader status, finance professionals are then able better understand how to dramatically improve their cloud ROI by implementing proven cloud reporting and savings techniques.

Shan earned an undergraduate degree in accounting and MBA from Utah State University and began his career with KPMG before pivoting to the corporate world. In his free time, Shan enjoys spending time with his wife and three kids, reading, and trail running in the Wasatch mountains with his wonder dog Oakley.

Shan Edwards is a CPA with over 15 years of experience helping middle market companies accelerate their business growth through a broad range of leadership activities, including finance, operations, and business strategy. Shan has held executive l... Show more

Jillian Funes

Jillian Funes

Jillian is Senior Technical Product Manager at FinTech series A startup with a decade of experience in tech. With most of her career spent as a software engineer, Jillian also dabbled in people management and entrepreneurship before making her way to product. Passionate about promoting and mentoring women in tech, Jillian brings a unique perspective and diverse skillset to the table.

Jillian is Senior Technical Product Manager at FinTech series A startup with a decade of experience in tech. With most of her career spent as a software engineer, Jillian also dabbled in people management and entrepreneurship before making her way to... Show more

Kris Read

Kris Read

Almost everything we do has been made better with technology, so why hasn’t the way we manage our money? No branches. No lines. No limits.

Kris is a co-founder and current CTO at Neo Financial - where he's helped raise over $300M to build a better banking experience for everyone in Canada. Before starting Neo, Kris helped launch and run several other Canadian fintech startups spanning payments, equities, gaming, and even cryptocurrency. A former ThoughtWorks consultant, Kris has worked with the best and brightest all around the world. Kris focuses on Neo's vision, culture, of course the technology team.

Almost everything we do has been made better with technology, so why hasn’t the way we manage our money? No branches. No lines. No limits. Kris is a co-founder and current CTO at Neo Financial - where he's helped raise over $300M to build a bett... Show more

Jolie Tanigawa-Dillon

Jolie Tanigawa-Dillon

Hello, I'm Jolie, and I'm truly passionate about Dynamics 365 Finance and Supply Chain Management. Since 2018, this ERP has been at the center of my professional journey. My sole mission is to help companies recognize the immense value this platform offers, especially from a Finance perspective.

Hello, I'm Jolie, and I'm truly passionate about Dynamics 365 Finance and Supply Chain Management. Since 2018, this ERP has been at the center of my professional journey. My sole mission is to help companies recognize the immense value this platform ... Show more

Michael Fleming

Michael Fleming

Mike is the founder of Sales Tax and More, a thriving consulting and services firm. Mike’s career began on Wall Street in 1986 with Bear Stearns, who moved Mike to Dallas, Texas, in 1989. Mike switched from finance to more of a compliance role in 1998 and, from there into state taxes. Prior to founding Sales Tax and More, Mike was a director with the CPA firm of Peisner and Johnson, which has focused almost exclusively on sales tax since its founding in 1992. Over the years, Mike has literally assisted thousands of taxpayers, both foreign and domestic, with their tax issues in all United States and Canada. Mike is often quoted
by the press and is a frequently requested speaker for webinars and at events across the United States as well as all around the world. Mike’s state tax knowledge is very well-rounded, and he has helped companies in all industries with their state tax
needs. However, he is best known for his work in and around eCommerce issues. Mike is a member of the Institute for Professionals in Taxation and holds the professional designation of Certified Member of the Institute or CMI.

Mike is the founder of Sales Tax and More, a thriving consulting and services firm. Mike’s career began on Wall Street in 1986 with Bear Stearns, who moved Mike to Dallas, Texas, in 1989. Mike switched from finance to more of a compliance role in 199... Show more

Kyle Butler

Kyle Butler

Kyle Butler is CEO and Founder of Hidden Keyz. He is a business consultant for Chairman, executives, and founders.
His firm helps clients navigate capital and debt needs, risk mitigation and insurance, business development and strategies for growth.

Hidden Keyz works closely with over 200 family offices, boutique banks, private equity and venture capital firms, appointed as a Co-Broker of Marsh & McLennan and Willis Tower Watson respectively, and specializes in business marketing and consultative services.

Hidden Keyz passion for the most impactful businesses, including blockchain, AR/VR, AI, Space, Deep Tech, SAAS, ESG, sustainable, charitable and non profit organizations is a key ingredient to its success.

No matter the search, journey or destination we can: Unlock Your Potential!

Kyle Butler is CEO and Founder of Hidden Keyz. He is a business consultant for Chairman, executives, and founders. His firm helps clients navigate capital and debt needs, risk mitigation and insurance, business development and strategies for growth.... Show more

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