Finance & Banking

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

Vijay Kumar Soni

Vijay Kumar Soni

Vijay Soni is an Expert Architect & Engineer at Discover's business technology department. He architected and designed Discover's cloud native Open banking and Click to Pay ecommerce Digital Wallet Payments platforms. He is seasoned software engineer and passionate about solving complex emerging finance, digital payment, identity and payment product problems using scalable, secure, future-proof and innovative approach. Vijay also led multiple EMVCo, eCommerce, Mobile SE/HCE Payments technology initiatives as lead architect and engineer. Vijay has worked on large industry led financial services & payments technology integration projects including Apple Pay, Google Pay, Samsung Pay, Click to Pay and FDX Open Banking integrations, Pay with Rewards, Contactless Mass Transit acceptance etc.

Vijay Soni is an Expert Architect & Engineer at Discover's business technology department. He architected and designed Discover's cloud native Open banking and Click to Pay ecommerce Digital Wallet Payments platforms. He is seasoned software engineer... Show more

Balakumaran Sugumar

Balakumaran Sugumar

With over 16 years of experience as a software and solutions architect, I specialize in modernizing large-scale financial systems through cloud transformation and AI-driven innovation. My work spans enterprise architecture, secure cloud modernization, and the responsible adoption of intelligent systems within regulated environments. I have led critical banking platform migrations, designed reusable architectural frameworks, and delivered scalable cloud solutions for major U.S. financial institutions.

With over 16 years of experience as a software and solutions architect, I specialize in modernizing large-scale financial systems through cloud transformation and AI-driven innovation. My work spans enterprise architecture, secure cloud modernization... Show more

Alex Ischenko

Alex Ischenko

Alex Ischenko, SVP of Engineering at Rebrandly (The #1 platform for branded short URLs), began his career as a Software Engineer over 20 years ago, and moved to Senior Management roles.

Recently, Alex was included in the Top 100 Leaders @ CTO Craft, shaping the future of technology.

Alex is an AI-driven CTO focused on building scalable, high-impact products and empowering elite engineering teams.
He turns visionary ideas into global technology platforms that raise the bar for performance, innovation, and customer experience.

His extensive experience includes:

15+ years building and leading development teams
10+ years in startup environments
Managed 100+ FTE teams

Solid expertise in AI, GenAI, ML, SaaS, Insurtech, Healthcare and Fintech.

Alex is passionate about mentorship, eagerly sharing his leadership and architectural knowledge.

Alex Ischenko, SVP of Engineering at Rebrandly (The #1 platform for branded short URLs), began his career as a Software Engineer over 20 years ago, and moved to Senior Management roles. Recently, Alex was included in the Top 100 Leaders @ CTO Craf... 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

Steve McAtee

Steve McAtee

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

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

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

Alicia Tapia

Alicia Tapia

I am a Cloud Lead/Architect with a strong track record of successfully driven implementations. My experience spans multiple industries working with Microsoft Azure, Power Platform, Dynamics 365, and financial services ERPs.

I am a Cloud Lead/Architect with a strong track record of successfully driven implementations. My experience spans multiple industries working with Microsoft Azure, Power Platform, Dynamics 365, and financial services ERPs. 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

Cíntia Guberovic

Cíntia Guberovic

Sou KCP (Kanban Coaching Professional) e atuo como Superintendente de Agilidade Organizacional no PagBank. Tenho carreira de +20 em TI com foco em agilidade nos últimos 12 anos. Hoje sou responsável pela expansão da agilidade organizacional, Gestão de Projetos e Portfolio do PagBank, através da disseminação de melhores práticas como alavanca de negócios, utilizando conceitos de Business Agility, Kanban e KMM como ferramentas de crescimento exponencial e maturidade organizacional, melhorando a assertividade no atingimento dos objetivos em níveis estratégicos e táticos. Sou também responsável pela gestão e alavancagem do plano de desenvolvimento profissional dos especialistas em agilidade, projetos e portfolio de um dos maiores bancos digitais do Brasil.

Sou KCP (Kanban Coaching Professional) e atuo como Superintendente de Agilidade Organizacional no PagBank. Tenho carreira de +20 em TI com foco em agilidade nos últimos 12 anos. Hoje sou responsável pela expansão da agilidade organizacional, Gestão d... Show more

Chris Boose

Chris Boose

I have a foundation in system development, automation, UX design, and tech consulting. With extensive experience across a wide array of programming languages and platforms, I excel in architecting and delivering innovative, user-centric solutions that drive operational efficiency and business impact.

I have worked with AI-driven systems for clients using tools such as Azure AI, Power Platform's AI, and Copilot Studio, focusing on intelligent automation, adaptive interfaces, and seamless digital experiences. My background includes contributions to customer service, government, and financial sectors, where I've leveraged various technology solutions to streamline complex processes and enhance decision-making.

A proponent of sustainable business practices, I bring a strategic lens to technology implementation—ensuring solutions are not only cutting-edge but also aligned with long-term organizational values. My ability to bridge technical execution with thoughtful design and industry insight makes me a valuable asset in any forward-thinking enterprise.

I have a foundation in system development, automation, UX design, and tech consulting. With extensive experience across a wide array of programming languages and platforms, I excel in architecting and delivering innovative, user-centric solutions tha... Show more

Chris Plank

Chris Plank

Chris Plank is a Enterprise Architect, Product Owner and Platform as a Product evangelist working for NatWest Bank in Edinburgh, Scotland. He has been leading a Platform as a Product initiative within the Bank SINCE 2023 looking to radically change the Banks approach to provisioning and maintaining services. Outside of work, Chris is a passionate catch-and-release Fly Fisherman and Landscape Photographer.

Chris Plank is a Enterprise Architect, Product Owner and Platform as a Product evangelist working for NatWest Bank in Edinburgh, Scotland. He has been leading a Platform as a Product initiative within the Bank SINCE 2023 looking to radically change t... Show more

Edwige Fiaclou

Edwige Fiaclou

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France), with a FinTech oriented educational background. With years of experience in various roles, including mobile development and banking applications, Edwige has navigated through many technologies and business domains. Since joining Swissquote in 2012, she has contributed to technical stacks and software delivery across multiple domains and layers, from Banking operations to Trading Systems Management. Her unwavering dedication to excellence, best practices and innovative perspective earned her a promotion to Vice Director in 2022, where she now oversees Methodologies, Program Management and Tech Talent teams within Software Engineering.
Despite her many accomplishments, Edwige remains eager to learn from others. She actively contributed to many talks, in Switzerland, or at International for Women In Tech or Lead Dev track!

Edwige is an accomplished technologist deeply committed to promoting diversity and inclusion in STEM* (Science, Technology, Engineering and Mathematics). She holds a BSc in mathematics and an MSc in Computer Science from the University Lyon 1 (France... Show more

Jordi Coll Marin

Jordi Coll Marin

My name is Jordi Coll Marin and I was born in a city called Olot. I am from Spain and I currently live in The Netherlands. I joined Just Eat Takeaway.com on March 2021. As an experienced Android developer, I have worked on a wide range of projects, from small-scale applications to large and complex system integrations. Nowadays and after almost 5 years working in the company, I lead a backend team in the Fintech department at Just Eat Takeaway.com.

I am passionate about sports and I highly recommend incorporating physical activity into your weekly routine. It can truly make a significant difference in various aspects of your life!

My name is Jordi Coll Marin and I was born in a city called Olot. I am from Spain and I currently live in The Netherlands. I joined Just Eat Takeaway.com on March 2021. As an experienced Android developer, I have worked on a wide range of projects, f... Show more

Richard Munn

Richard Munn

Working with MS SQL Server since version 6.5, with the last 20 years in Financial Services. Passionate about doing the right thing the right way. Proud semi-Northerner. Currently spreading my time between work, parenting, Marmite, and the occasional SQL community event.

Working with MS SQL Server since version 6.5, with the last 20 years in Financial Services. Passionate about doing the right thing the right way. Proud semi-Northerner. Currently spreading my time between work, parenting, Marmite, and the occasional... Show more

Alvaro Callero

Alvaro Callero

I’m a Staff Engineer and Computer Engineer with 12 years of full experience in the IT industry, with passion for learning cutting-edge technologies.

I’ve participated in more than 15 projects in cross-functional teams between 6 and 12 people, with clients like Paypal, Ancestry, Salesforce, Mercedes Benz, Bancolombia, just to name a few, so I feel comfortable being involved in industries like Software, Health, Finance, Energy. etc.

In my latest projects I met Elixir and I just fell in love with this functional programming language, and how complex problems can be solved in a fancy way, tackling situations like high availability, concurrency and distributed systems.

I was one the speakers at ElixirConf 2024 in Orlando, at Code BEAM America 2025 in SF, and ExMex 2025 in Austin!!

I really enjoy being able to support and encourage the growth of the Elixir community!

I’m a Staff Engineer and Computer Engineer with 12 years of full experience in the IT industry, with passion for learning cutting-edge technologies. I’ve participated in more than 15 projects in cross-functional teams between 6 and 12 people, with... Show more

Domingos Dias

Domingos Dias

Domingos Dias é bacharel em Engenharia Informática pela UGS e está a concluir a monografia de Licenciatura em Análise e Desenvolvimento de Sistemas.

É certificado internacionalmente pela Camunda como Professional Developer em orquestração e automação de processos.

Iniciou a sua carreira como desenvolvedor Java, migrando para typescript(Angolar ~10), php e frameworks deste, participando no desenvolvimento e implementação de sistemas como SIGHOSP e MEDANGOLA, utilizados em instituições como o Hospital Geral dos Cajueiros, Hospital Josina Machel, Unicargas, ENDE, entre outras clínicas e organizações.

Ao longo da sua trajetória, trabalhou para o Standard Bank Angola, Banco Keve e BCI, estes dois últimos atuando como consultor pela empresa Selenium.

É cofundador da ANDROMEDA, responsável pelo desenvolvimento e licenciamento, junto à AGT e APD, do sistema de faturação, logística e contabilidade MULTIGEST.

Atualmente, exerce funções como consultor e arquiteto de soluções de automação para uma multinacional(INM).

Foi vencedor do primeiro Hackathon do Standard Bank Angola, já colaborou em projetos open source e tornou-se o primeiro angolano a ter um conector aprovado e disponibilizado no marketplace oficial da Camunda (Alemanha).

Domingos Dias é bacharel em Engenharia Informática pela UGS e está a concluir a monografia de Licenciatura em Análise e Desenvolvimento de Sistemas. É certificado internacionalmente pela Camunda como Professional Developer em orquestração e automa... Show more

Supriya Raman

Supriya Raman

As the data leader, I am passionate about making AI real for the digital customers and transforming the business processes with data, advanced ML & deep learning algorithms. I have close to 18 years of experience in delivering innovative and impactful solutions for various banking sectors and retail & consumer goods. My core competencies include AI strategy, data science, NLP, Generative AI and process automation and optimization through global AI platforms.

I am driven by the vision of empowering the data science community and creating a culture of learning and collaboration. Some of the volunteer roles are Google Women Techmaker Ambassador, IEEE ICWITE Core Member. Juror for AnitaB.org GHCI event 2024.

Some of my recent accolades in field of Data Science and AI are Digital Leader of the Year 2024 - UBSForums, Tech DE&I Leader Award 2024 - Analytics India Magazine, AI & Data Science Leader of the Year 2023 - womentech Network, Minsky Award of AI Excellence 2023 - GCC AI Visionary Award, Women in Tech/Product 2023 - herKey

As the data leader, I am passionate about making AI real for the digital customers and transforming the business processes with data, advanced ML & deep learning algorithms. I have close to 18 years of experience in delivering innovative and impactfu... Show more

Josh Dunn

Josh Dunn

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. Josh’s current focus is on agentic AI and context engineering for regulated environments, where using advanced data architectures is necessary to ensure correctness, auditability, and alignment with operational reality.

Josh Dunn is the co-founder and CEO of Hyperlinear, an AI-native automation platform for financial services. He brings over 15 years of experience building and operating large-scale trading, data, and compliance systems at institutional hedge funds. ... Show more

Luis Guerrero

Luis Guerrero

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

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

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

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

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

Ben Lee

Ben Lee

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for businesses to personal income-tax planning and compliance.

Having advised crypto clients since 2018, Ben is a member of numerous digital asset working groups focussing on tax policy and financial reporting and was awarded Spears' 500 Top Recommended Cryptocurrency Advisor in 2022 & 2024 and City Wealth's Top 50 Professionals in Crypto in 2023.

Ben is a seasoned speaker and contributor for media outlets such as Bloomberg, the FT and Tax Journal, Ben is committed to the furtherance of the UK as a jurisdiction for crypto to thrive.

Andersen LLP is an award-winning tax advisory firm with a specialist Web3 tax and accounting team. It offers a range of services, from international token structuring, token incentives, fractional CFO services and back-office financial support for bu... Show more

Pradeep Kalluri

Pradeep Kalluri

Data Engineer with 3+ years of experience building production data platforms at NatWest, Accenture, and Dpoint. Specialized in cloud-native architectures, real-time processing with Kafka and Spark, and data quality frameworks. Published technical writer on Medium, sharing practical lessons from production systems. Passionate about making data platforms reliable and trustworthy.

Data Engineer with 3+ years of experience building production data platforms at NatWest, Accenture, and Dpoint. Specialized in cloud-native architectures, real-time processing with Kafka and Spark, and data quality frameworks. Published technical wri... Show more

Manav Kapoor

Manav Kapoor

Manav Kapoor is a seasoned product and technology leader with over 14 years of experience driving innovation at the intersection of technology, customer experience, and business strategy. He currently serves as a Senior Technical Product Manager at Amazon's Selling Partner Trust and Store Integrity organization, leading AI/ML-powered technology innovations that protect customers from sales abuse through unfair and illegitimate business practices across Amazon's global marketplace, safeguarding 300MM+ Amazon customers worldwide.
Previously, as a VP at Goldman Sachs, Manav led the fraud product team for Apple Card and spearheaded the launch of the digital High Yield Savings Account in partnership with Apple, the first banking product fully integrated into Apple's iOS ecosystem, which accumulated over $10 billion in deposits.
Manav has built a career translating complex technical challenges into customer-first innovations, spanning marketplace trust and safety, fraud detection, digital banking, and customer experience. An IEEE Senior Member and Forbes Technology Council member, he speaks on ecosystem-driven product strategy, AI governance, and responsible AI implementation in regulated industries and e-commerce.

Manav Kapoor is a seasoned product and technology leader with over 14 years of experience driving innovation at the intersection of technology, customer experience, and business strategy. He currently serves as a Senior Technical Product Manager at A... Show more

Rama Mohan Reddy Pilli

Rama Mohan Reddy Pilli

Rama Mohan Reddy Pilli is a seasoned Data & AI Architect with deep expertise in large-scale distributed data systems, modern lakehouse architecture, and real-time analytics engineering. With extensive experience at Kard Financial and Dell EMC, he has led mission-critical initiatives that modernize data platforms, optimize compute at scale, and enable high-throughput AI and analytics workloads.

Rama specializes in building multi-petabyte Databricks Delta Lakehouse ecosystems, architecting medallion-modeled pipelines using Delta Live Tables, Auto Loader, Photon, and Spark 3.x performance tuning. He has engineered real-time merchant intelligence systems, high-scale segmentation APIs, and EKS-based microservices powered by AWS S3, IAM Roles for Service Accounts, ALB ingress, and Terraform-first infrastructure. He is recognized for delivering multimillion-dollar impact through cost-efficient cloud designs, Z-Ordering and Liquid Clustering optimization, and resilient ETL frameworks supporting millions of users.

An IEEE Senior Member and SAS Eminent Fellow, Rama actively contributes to global technology awards as a judge and speaks on scalable AI architectures, data engineering automation, and next-generation lakehouse design.

Rama Mohan Reddy Pilli is a seasoned Data & AI Architect with deep expertise in large-scale distributed data systems, modern lakehouse architecture, and real-time analytics engineering. With extensive experience at Kard Financial and Dell EMC, he has... Show more

Marco Kelderman

Marco Kelderman

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco verschillende grote bedrijfstransformaties ontworpen

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco ve... Show more

Avinash Sabat

Avinash Sabat

Avinash Sabat is a seasoned Cloud DevOps and Platform Engineer with over 14years of experience in designing, automating, and scaling enterprise platforms. At Synechron, he drives modernization efforts for financial institutions by building resilient Kubernetes environments, streamlining CI/CD pipelines with GitLab, and applying infrastructure-as-code practices using Terraform and Helm. With strong expertise across Azure and Google Cloud, he blends deep technical knowledge with practical problem-solving to deliver secure, high-performing solutions. Passionate about automation, Avinash also develops Python-based utilities that eliminate repetitive tasks and enhance developer productivity.

Avinash Sabat is a seasoned Cloud DevOps and Platform Engineer with over 14years of experience in designing, automating, and scaling enterprise platforms. At Synechron, he drives modernization efforts for financial institutions by building resilient ... Show more

Seetaram Rayarao

Seetaram Rayarao

Seetaram Rayarao is a Vice President and Senior Lead Engineer at JP Morgan Chase with over 18 years of experience driving innovation in cloud computing, AI, and microservices. He leads transformative projects, including the LLM Suite, integrating Generative AI frameworks such as LangChain and LangGraph with enterprise cloud solutions to deliver scalable, AI-driven applications. A Delaware AWS Community Leader (AWS Builder), Seetaram is an invited speaker at the New York AI Summit, where he presented on real-world enterprise adoption of Generative AI and agent-based systems, sharing practical lessons on scaling, governance, and measurable business impact. He is also a speaker at AI4, contributing advanced insights on production-ready AI architectures, RAG systems, and evaluation frameworks used in regulated financial environments.

Seetaram Rayarao is a Vice President and Senior Lead Engineer at JP Morgan Chase with over 18 years of experience driving innovation in cloud computing, AI, and microservices. He leads transformative projects, including the LLM Suite, integrating Gen... Show more

Boris Ristov

Boris Ristov

Agile Coach with close to 20 years' experience in the IT industry in different domains such as insurance, finance, banking, public sector. Passionate about agile methodologies, providing guidance and mentorship on applying agile techniques and practices in​ software development and product delivery and adopting an agile mindset. Always interested in trying new approaches that would lead to continuous improvement and better delivery.
Backing this up with previous experience as a software developer, where my passion for agile and lean approaches started.

Agile Coach with close to 20 years' experience in the IT industry in different domains such as insurance, finance, banking, public sector. Passionate about agile methodologies, providing guidance and mentorship on applying agile techniques and practi... Show more

Mads P Bender

Mads P Bender

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

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

Steven Annegarn

Steven Annegarn

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and Governance. Trough this, he helps clients get more value out of their data.

Steven started his career in finance and ventured into analytics around 2018. He is currently Co-owner and CTO of DATA KINGDOM, a scale-up in Data Analytics consultancy. Steven focuses mainly on building the Power BI architecture, Data Modeling and G... 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

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