Finance & Banking
Experienced individuals involved in financial services, including banking, investment, insurance, and real estate
Dave Coles
Managing Partner - Technical Services, Castle Rock Sky • Creator of Zero Trust for Humans™
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
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
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
Albert Dorador is an Adjunct Professor of Statistics (BarcelonaTech) and Mathematics (Pompeu Fabra). He holds a PhD in Statistics from the University of Wisconsin–Madison and previously served at the European Central Bank, specializing in financial r... Show more
Apratim Sarkar
Digital Specialist Engineer & Data Scientist, Financial Services & AI First Practices at Infosys - Driving AI-powered innovative solutions for FinTech, Digital Banking, Open Banking transformation
Highly skilled Data Scientist & Full Stack Developer with extensive industry experience (3+ years) in analyzing complex datasets, developing innovative data models, and generating actionable insights. Proven track record of implementing effective dat... Show more
With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she... Show more
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
A globally respected Chartered Accountant with 35+ years of experience, Raman Aggarwal has been at the forefront of accounting, tax, legal, and cross-border advisory for clients globally. His vision goes beyond efficiency, aiming to make offshore acc... Show more
With over 18 years of experience at Bridgeview Financial Partners, Ben Francis specializes in guiding clients through the complexities of retirement and distribution planning. A native of Chattanooga, Ben is an expert in Social Security strategies, R... Show more
Problem obsessed for +15 years, Grant's path to product started in traditional advertising before spending the last dozen years shaping digital products from startup to enterprise. Grant operates as Banking Strategist and Head Coach of Product Manage... Show more
Jhonathan David , MBA, Data Scientist|Data Analytics
Award-winning International Keynote Speaker / Senior Data Projects Leader/ Published Author Thought Leader/AI & Data Modeling Instructor
Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Busines... Show more
Ravi Gurnani is a seasoned engineering leader and technical product strategist with over a decade of experience driving innovation in FinTech and AdTech. Currently serving as Director of Software Engineering at GoodLeap, he leads cross-functional tea... Show more
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
Anekha Sokhal traded derivatives at J.P. Morgan for nearly a decade. A UK–US Fulbright took her to Rice, where she moved into machine learning, published research at ICLR 2026 on reasoning in vision foundation models, and led deep-learning research f... Show more
I’m an Agent Infrastructure Engineer at LeapXpert, where I work on backend infrastructure for bringing AI agents into enterprise communication workflows. My work spans multi-agent systems, agent and skill orchestration, multi-tenant architectures, an... Show more
Omar El Mghari
CPA turned AI builder. 20 years of financial modeling; 6 years of Python, Next.js, and Firestore.
Omar spent 20 years as a CPA building and auditing integrated financial models before spending the last six building AI products in Python, Next.js, and Firestore at PMSOX LLC. He holds an MBA and PMP and has a deep background in mathematics and stat... Show more
Senior Data, Analytics & Regulatory Reporting Professional specializing in AI Risk Platforms, PRA SS1/23, and Basel 3.1. Built risk ecosystems generating £1M+ ARR across 13+ UK banks. Connect with me on LinkedIn. Show more
Jyothirmai Gurramula is an independent software engineering professional with over 13 years of experience in software development, full-stack engineering, and test automation across the banking and financial services industry. Her expertise includes ... Show more
Hesham Zreik is a Forbes-ranked top angel investor, serial entrepreneur, technology leader, and former member of the Forbes Technology Council. Ranked #39 among Forbes' Top 50 Business Angels for his investment activity and successful exits, Hesham h... Show more
As an ISTQB Certified QA Professional with 8 years in fintech and entertainment, I champion diversity in tech. Passionate about tackling bias in software development, I led a project recognized as Best Women-Led Project at a Vista Equity hackathon. W... Show more
Senior Software Engineer as Mainframe Quality Assurance Engineer/Developer having over 9 years of working experience in Mainframe Technology. Under this technology, have gained proficiency in various aspects like COBOL, JCL, CICS, VSAM, IBM IMS, IBM ... Show more
Sonali Kothari is a dynamic and results-driven Remediation and Regulatory Data Strategy expert with over a decade of experience transforming enterprise data environments across global financial institutions. As a Technology Consulting Manager in FSO ... Show more
Principal Database Engineer and Enterprise Data Platform Architect specializing in secure, automated cloud data infrastructure for regulated financial and insurance enterprises. Expertise in governance-first platform design, operating petabyte-scale ... Show more
V. Sreenivas is the CTO of CyberDefend, where he leads work at the intersection of cybersecurity, open source, and AI-driven tooling. His focus spans supply-chain security, eBPF-based integrity systems, and emerging questions around model-generated c... Show more
Neeraj Mathur is the Chief AI Officer at Kognitos, where he spearheads AI strategy for growth, efficiency, and innovation across enterprise customers. In this role, he leads the design and deployment of scalable AI systems across business functions, ... Show more
Land deals involving international capital carry risks most domestic transactions don't, currency exposure, unfamiliar regulatory environments, and partners who can't easily verify a deal from a distance. Show more
Pratik Waghela
Senior Solution Engineer MSCI | From settlement systems to AI telemetry, 12+ years of building data and technology solutions for the financial world
Pratik Waghela is a Data Solution Architect with 12+ years of experience building data and technology solutions for the financial world. He started as a full-stack developer at an investment bank, where he built deep functional and technical expertis... Show more
I am the CTO of Scott Logic, a growing UK-based software consultancy that tackles challenging software problem. I'm a keen open source advocate, and a frequent personal contributor. I am a board member of FINOS, and chair both the Technical Oversight... Show more
Shaun is the Senior Director of Process Improvements at Graebel, driving operational excellence and automation across Client Financial Services. He led global financial governance efforts, improved data quality, and helped implement scalable processe... Show more
Kedarnath Goud Kothinti is an Engineering Leader with more than 15 years of experience building secure, scalable technology solutions across fraud prevention, identity verification, authentication, payments, and digital banking. He has led the design... Show more
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