Finance & Banking

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

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

Daniel Pries

Daniel Pries

Daniel Pries is a polyglot engineering manager who loves the science of telling electrons how to behave across a metal substrate, so that it brings people together. Whether its creating experiences for customers, solving unique technology problems, or coaching engineers to be the best versions of themselves.

For 8 hours a day, I have the unique privilege of running a DevEx and Tooling organization at M&T Bank. I spend the other 16 hours on many amazing adventures and side quests with my wife and our five amazing children.

Daniel Pries is a polyglot engineering manager who loves the science of telling electrons how to behave across a metal substrate, so that it brings people together. Whether its creating experiences for customers, solving unique technology problems, ... Show more

Victor Malu

Victor Malu

Victor hopes to be part of the solution that drives value for a sustainable and inclusive digital economy across the world.
Having worked in Kenya, Uganda, Tanzania, Seychelles, Mauritius, Botswana and Ethiopia, Victor will continue to contribute to financial systems development projects through MojaLoop Foundation, where he hopes to resolve financial challenges that affect the bottom of the pyramid, micro and small enterprises.
With over 25 years in banking, 10 years in not-for-profit, and a total of 35 years collaborating with key players in Government and non-government organizations in the Financial Sector, Victor has made a tremendous impact in Digital Finance, Payments Systems, Policy & Regulation, Social Protection, Affordable Housing and Data. His most wins over the years include leading the collaborative Payment Association of Kenya team mandated to regulate retail payments per the NPS Act to delivering the 1st digital credit solution (M-Shwari) that changed the face of consumer credit to having designed the Inua Jamii Choice model and then engaged with key decision-makers in the implementation of the solution.
thought leadership to the sector, Victor was instrumental in the development of the Medium-Term Plan II & III for the financial sector as per vision 2030 for the National Treasury. Victor was instrumental in the development of the Central Bank of Kenya’s Vision & Strategy 2022 to 2032. In addition, Victor conceptualised and designed the Pesalink solution before developing a business case and finally having the Kenya Bankers Association invest in the solution

Victor hopes to be part of the solution that drives value for a sustainable and inclusive digital economy across the world. Having worked in Kenya, Uganda, Tanzania, Seychelles, Mauritius, Botswana and Ethiopia, Victor will continue to contribute to... Show more

Suryaprakash Nalluri

Suryaprakash Nalluri

SuryaPrakash Nalluri is an accomplished cybersecurity executive, mentor, and thought leader with over 20 years of experience leading high-impact security initiatives in the banking and financial services industry. As a Senior Vice President at a global financial institution, he drives large-scale programs in application security, DevSecOps, and software supply chain protection. A passionate advocate for secure-by-design principles and AI-driven threat detection, SuryaPrakash has led global teams, developed innovative solutions, and holds multiple patents in security automation and data governance. He is also the creator of DVTA (Damn Vulnerable Thick Client App), a widely adopted platform for training in desktop application security. Beyond his technical expertise, SuryaPrakash is deeply committed to mentoring the next generation of cybersecurity professionals. He regularly coaches emerging leaders, contributes to research as a journal editorial board member and peer reviewer, and supports industry-academic collaboration through workshops, conferences, and mentoring programs. Known for his collaborative leadership style and focus on building high-performing, security-aware teams, SuryaPrakash empowers mentees to grow both technically and strategically in their cybersecurity careers.

SuryaPrakash Nalluri is an accomplished cybersecurity executive, mentor, and thought leader with over 20 years of experience leading high-impact security initiatives in the banking and financial services industry. As a Senior Vice President at a glob... Show more

Wade Tetsuka

Wade Tetsuka

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp.
He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior engagement manger responsible for the assurance work for IBM, Sony, and several other multinational companies.
He also served as President/General Manager to three early-stage fast growth companies in the life sciences industry. He graduated from the University of Pennsylvania, Wharton School of Business with a B.S. in Economics.
U.S. Transactions Corp. was founded in 2009.
We focus on the Microsoft Dynamics space as the only integrated credit card processing solution with built-in connections to 120+ gateways and processors with access to every international currency. See USTPay on Appsource
www.ustranscorp.com/ustpay

Wade is a CPA who brings 20 years of financial expertise and business management experience to U.S. Transactions Corp. He was previously with Ernst & Young in San Francisco and later PriceWaterhouseCoopers in Stuttgart, Germany where he was senior ... Show more

Gabriel Torres

Gabriel Torres

Soy un profesional con más de 10 años de experiencia en el sector financiero, habiendo trabajado en varios bancos en Ecuador y en startups innovadoras como Kushki Pagos. Actualmente, soy Cloud Engineer en Banco Bolivariano. Este año, me he convertido en Community Builder en el área de Serverless, donde me dedico a fomentar la comunidad y compartir conocimientos. Además, soy un activo creador de contenido, publicando regularmente en blogs de Medium y otras plataformas.

Soy un profesional con más de 10 años de experiencia en el sector financiero, habiendo trabajado en varios bancos en Ecuador y en startups innovadoras como Kushki Pagos. Actualmente, soy Cloud Engineer en Banco Bolivariano. Este año, me he convertido... Show more

Oupa Laka

Oupa Laka

With over 15 years of experience as a Senior Business Analyst and Consultant, Oupa has built a stellar reputation for navigating complex industries and delivering impactful solutions. Spanning over a decade in banking, over 6 years in long-term insurance, and 5+ years in digital execution, Oupa brings a comprehensive understanding of payments, employee benefits, and digital transformation. Oupa has collaborated with diverse business units, delivering tailored digital solutions that address the evolving needs of businesses and clients.

An advocate for lifelong learning, Oupa holds an Advanced Diploma in Business Analysis from Rhodes University, a Postgraduate Diploma in Project Management from Regent Business School; complemented by certifications such as Certified Scrum Product Owner (CSPO®) and a Master Program in Business Analysis from SimpliLearn. These qualifications underscore Oupa's dedication to staying ahead in the dynamic field of business analysis.

As a seasoned leader, Oupa has mentored aspiring and experienced business analysts, fostering a culture of growth and development. Combining technical expertise, strategic insight, and a passion for leadership, Oupa empowers organizations to thrive by embracing collaboration, innovation, and transformation.

With over 15 years of experience as a Senior Business Analyst and Consultant, Oupa has built a stellar reputation for navigating complex industries and delivering impactful solutions. Spanning over a decade in banking, over 6 years in long-term insur... Show more

Ernesto Javier Armas Martinez

Ernesto Javier Armas Martinez

I have a degree in Accounting and Finance from UCLV, Cuba. I am passionate about the world of finance and how new technologies can bring value and efficiency to this sector. I am able to adapt to changes and learn new tools and methodologies. I consider myself a proactive and collaborative person with leadership skills. I have participated in several academic projects as a team leader, where I have demonstrated my ability to listen, communicate and make decisions together.

Currently I am a BaBI, and not precisely because of age, but because I have been learning about Business Intelligence (BI) as a little one, taking small steps, looking, interacting with data and tools and sometimes I have even run a little 🤓.

I have a degree in Accounting and Finance from UCLV, Cuba. I am passionate about the world of finance and how new technologies can bring value and efficiency to this sector. I am able to adapt to changes and learn new tools and methodologies. I consi... Show more

Nilesh Charankar

Nilesh Charankar

With over 18 years of experience in the IT software industry as a Technology Leader, I am an dedicated to spearheading digital transformation initiatives using cutting-edge technologies like AI, microservices ,APIs and .net. My role has involved driving impactful projects for major corporations, focusing on developing transformative software solutions primarily in the sectors of B2B banking, media, and healthcare.

With over 18 years of experience in the IT software industry as a Technology Leader, I am an dedicated to spearheading digital transformation initiatives using cutting-edge technologies like AI, microservices ,APIs and .net. My role has involved dr... Show more

Stephan Simonidis

Stephan Simonidis

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

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

Alan Shannon

Alan Shannon

Alan is a seasoned technology leader with 20+ years in digital transformation and operational excellence across the investment banking sector. Spearheading multimillion-pound initiatives in technology change, pricing and regulatory compliance in the UK, Europe, and the US, he's known for driving strategy and commercial success using disruptive technology and customer-centric delivery.

Alan is a seasoned technology leader with 20+ years in digital transformation and operational excellence across the investment banking sector. Spearheading multimillion-pound initiatives in technology change, pricing and regulatory compliance in the ... Show more

David Asamu

David Asamu

David is a Senior DevOps Engineer / Technical Manager with a strong background in software engineering. He leverages his diverse expertise to consult for both local and international companies, with a particular focus on startups. David brings significant experience from the FinTech industry, where he has honed his skills in designing and implementing robust, scalable cloud solutions. Passionate about knowledge sharing and community building, he actively volunteers and speaks at technology events, contributing to the growth of the tech ecosystem.

David is a Senior DevOps Engineer / Technical Manager with a strong background in software engineering. He leverages his diverse expertise to consult for both local and international companies, with a particular focus on startups. David brings signif... Show more

Brian R. Yurachek

Brian R. Yurachek

Brian Robert Yurachek is a New York City-based tech entrepreneur and multidisciplinary artist with a strong background in finance. He has worked across various sectors, leveraging his expertise in investment strategies and emerging technologies. His entrepreneurial ventures span geospatial computing, digital assets, and the semiconductor industries, blending analytical prowess with artistic vision.

As a creator, Brian works across both physical and digital mediums, often merging them in eccentric and thought-provoking ways. Beyond his professional pursuits, he is deeply committed to philanthropy, actively supporting organizations such as Covenant House, St. Jude, and the Ronald McDonald Foundation.

Brian Robert Yurachek is a New York City-based tech entrepreneur and multidisciplinary artist with a strong background in finance. He has worked across various sectors, leveraging his expertise in investment strategies and emerging technologies. His ... Show more

Álvaro Rodríguez

Álvaro Rodríguez

Formador y consultor en análisis de datos, docente Universitario. Microsoft Certified Trainer, MOS Excel Expert, Microsoft Certified Power BI Data Analyst Associate y Power Point Associate (Trainer experto certificado internacionalmente por Microsoft). Administrador de Empresas, Especialista en Finanzas, Especialista en Gerencia de Marketing Estratégico y Magíster en Ciencia de Datos de la Universidad Icesi. Cofundador y Gerente de Finanzas VLR "transformando datos en valor".

Más de 16 años de trayectoria en gestión e inteligencia de negocios bancarios, inversiones, riesgos financieros, construcción de modelos de rentabilidad y Pricing. Exdirector del área de Monitoreo de Riesgo de Inversiones/Tesorería y Compliance en Banco de Occidente (Grupo Aval).

Formador y consultor en análisis de datos, docente Universitario. Microsoft Certified Trainer, MOS Excel Expert, Microsoft Certified Power BI Data Analyst Associate y Power Point Associate (Trainer experto certificado internacionalmente por Microsof... Show more

Jason Kobus

Jason Kobus

Started in Systems and Security Engineering, shifted into Enterprise Risk and Privacy, and been building API platforms for the last 15 years for banks and fintechs. My motivations include using APIs as value accelerators, working with startups to drive innovation with the right guardrails, and connecting companies in new ways.

Started in Systems and Security Engineering, shifted into Enterprise Risk and Privacy, and been building API platforms for the last 15 years for banks and fintechs. My motivations include using APIs as value accelerators, working with startups to dr... Show more

René Burkhard

René Burkhard

Aktuar mit Herz und Seele

Aktuar mit Herz und Seele Show more

Bruno Costa

Bruno Costa

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal role in crafting robust and scalable platforms, ensuring the delivery of cutting-edge financial services that seamlessly blend innovation with security, fostering a culture of continuous improvement

With an extensive career dedicated to DevOps applied to Fintech and Insurance, Bruno has been a driving force behind the integration of DevOps principles in the Fintech sector shaping the landscape of financial technology. He had played a pivotal rol... Show more

Pradeep Kumar Yadav

Pradeep Kumar Yadav

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

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

Andrew Christodoulou

Andrew Christodoulou

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

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

Edwin Kwan

Edwin Kwan

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads up the application security and security advisory teams at an Australian financial services company.

Edwin Kwan is a DevSecOps advocate and strong believer in having a developer focused approach towards embedding security into the software development life cycle. Trained as a software engineer, he transitioned into security 9 years ago and now heads... Show more

Orion Willis

Orion Willis

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he has spent his career helping individuals and families navigate the complexities of wealth management, retirement planning, estate planning, and tax strategies. His primary focus is delivering integrated financial solutions, ensuring clients achieve long-term financial security and peace of mind.

Raised in Lake Side, Arizona, Orion's interest in finance began early, which led him to pursue a degree in finance at Arizona State University. At ASU, he gained valuable experience through an internship at MetLife, where he noticed a significant gap in the financial services industry. While many people had financial planners, their advice was often fragmented, with each advisor focusing on a single aspect of their finances. This observation inspired him to establish a firm that would take a more comprehensive approach to financial planning, combining wealth management, tax planning, estate planning, and other services in one place.

In 2002, Orion founded Prime Wealth Advisors to provide clients with a holistic approach to financial planning. His firm offers a full range of services, including retirement planning, tax strategies, estate planning, and wealth management. By addressing all aspects of a client’s financial life, Prime Wealth Advisors ensures clients receive customized plans designed to meet their unique needs and goals.

As a fiduciary, Orion is committed to always acting in the best interests of his clients. He is legally obligated to put his clients’ needs ahead of his own, ensuring that every recommendation he makes benefits them, not him. This commitment to integrity and trust has earned him the loyalty and respect of his clients, who know they can rely on his guidance for sound financial decisions.

Outside of his professional life, Orion values his family and is committed to his community. He is married with two children and enjoys spending time with them whenever possible. He also actively supports local initiatives, such as the Sun City West Pickleball Club, where his contributions have helped foster growth and support for charitable efforts. Orion Willis continues to positively impact those around him through his work and personal life.

Orion Willis is a seasoned financial planner and the founder of Prime Wealth Advisors, a firm dedicated to providing clients with comprehensive, personalized financial planning services. With over 28 years of experience in the financial industry, he ... Show more

Areli Octavio Solis Espitia

Areli Octavio Solis Espitia

Responsable de Seguridad Informática y Cumplimiento Normativo Con una sólida trayectoria en la implementación y gestión de marcos de seguridad de la información, se ha especializado en garantizar la confidencialidad, integridad y disponibilidad de los activos de información de las organizaciones. experiencia se centra en el cumplimiento de estándares regulatorios, particularmente PCI DSS, y en la adopción de mejores prácticas de seguridad de la industria.

Responsable de Seguridad Informática y Cumplimiento Normativo Con una sólida trayectoria en la implementación y gestión de marcos de seguridad de la información, se ha especializado en garantizar la confidencialidad, integridad y disponibilidad de lo... Show more

Ionut Sontea

Ionut Sontea

Ionut Sontea is an experienced Agile Organizational Coach with more than 12 years’ experience working in different agile roles from Scrum Master to Agile Coach.

Working in the Head-Office team of Agile Coaches that supports the change of the entire Group into an adaptive organization.

While extensively supporting 2 of the Raiffeisen Network Banks in their overall adaptive transformation, he has worked on all levels of the organization, wearing different hats based on the needs: change agent, organizational coach, scrum master, personal coach, team coach, trainer or mentor.

In his role he is working with different areas of the organization from platform to product and customer journey teams, helping business and IT work together in their agile journey.

Ionut Sontea is an experienced Agile Organizational Coach with more than 12 years’ experience working in different agile roles from Scrum Master to Agile Coach. Working in the Head-Office team of Agile Coaches that supports the change of the enti... Show more

Shmulik Davar

Shmulik Davar

I'm a seasoned product leader and VP of Product currently at a fintech company operating across Africa. With over a decade of experience in managing globally distributed teams, im specialize in building inclusive cultures, mentoring high-performing teams, and driving product innovation. My expertise spans team leadership, organizational strategy, and scaling operations in diverse markets.

I'm a seasoned product leader and VP of Product currently at a fintech company operating across Africa. With over a decade of experience in managing globally distributed teams, im specialize in building inclusive cultures, mentoring high-performing t... Show more

Wesley Ramirez

Wesley Ramirez

At Discover Financial Services, my focus as Senior Principal Model Governance encompasses overseeing AI Risk Framework use cases and enforcing model risk policies. My role demands a deep understanding of AI, particularly in the realms of AI/GenAI intake, classification, and final risk assessments. This expertise is instrumental in developing and maintaining key risk indicators (KRIs) and reporting to the Model Risk Committee.

At Discover Financial Services, my focus as Senior Principal Model Governance encompasses overseeing AI Risk Framework use cases and enforcing model risk policies. My role demands a deep understanding of AI, particularly in the realms of AI/GenAI int... 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

Nick Gushchin

Nick Gushchin

Tech entrepreneur and AI expert

With over 18 years of experience in banking and technology, I specialize in integrating AI solutions to optimize business processes, enhance decision-making, and drive innovation. I help companies implement Generative AI, autonomous agents, and AI-driven automation to gain a competitive edge. I have successfully delivered around 20 AI-powered autonomous products and solutions across both B2B and B2C segments.

Tech entrepreneur and AI expert With over 18 years of experience in banking and technology, I specialize in integrating AI solutions to optimize business processes, enhance decision-making, and drive innovation. I help companies implement Generati... Show more

Darshna Shah

Darshna Shah

Darshna is the Chief AI Officer at Elastacloud, where she leads strategic development of AI accelerators across Finance, Legal, Energy, Sustainability and Security. Darshna also has a broad-ranging consultancy experience, in which she has developed and deployed a wide range of machine learning models on Azure across a myriad of industries.Darshna has a PhD in Neuroscience, specialising in neuronal network dynamics in drug-resistant temporal lobe epilepsy from which her passion for Data and AI stemmed.

She is an established speaker and mentor, having given talks at Tech(K)now, Microsoft conferences (Future Decoded, Build, Ignite), DPS Days, Cloud Brew, UK Azure meetup, SQL Bits as well as co-organising and leading the monthly Data Science London meetup group to bring together a community of over 10,000 members together to discuss and learn about the latest AI developments. She has a huge passion for sustainability and loves speaking with diverse audiences, learning and sharing knowledge through blog posts.

Darshna is the Chief AI Officer at Elastacloud, where she leads strategic development of AI accelerators across Finance, Legal, Energy, Sustainability and Security. Darshna also has a broad-ranging consultancy experience, in which she has developed a... Show more

Jiahang Xu

Jiahang Xu

Jiahang Xu is a System Architect at China Merchants Bank. He has over 15 years of unique cross-domain experience working in telecom, automotive, financial industry, startup as a co-founder, and KubeVela maintainer. He's mainly focused on cloud-native application technology practice in recent years. He is seasoned in the application management system and is responsible for building large-scale financial platform engineering for China Merchants Bank.

Jiahang Xu is a System Architect at China Merchants Bank. He has over 15 years of unique cross-domain experience working in telecom, automotive, financial industry, startup as a co-founder, and KubeVela maintainer. He's mainly focused on cloud-native... Show more

Steve Sklar

Steve Sklar

Coming from a background in finance and economics, Steve taught himself how to code on a bond trading desk and hasn't looked back since! He's architected, developed, deployed, and maintained critical software systems for financial firms, ML startups, and most recently, a time-series database company. Steve has been working with Cloud Native technologies for almost 10 years, and loves playing around with the latest tech! His hobbies include playing music and tennis.

Coming from a background in finance and economics, Steve taught himself how to code on a bond trading desk and hasn't looked back since! He's architected, developed, deployed, and maintained critical software systems for financial firms, ML startups,... Show more

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