Finance & Banking

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

Samuel Ukah

Samuel Ukah

Senior Marketing Leader with over 8 years of experience propelling customer and revenue growth across Africa's Finance, Technology, and E-commerce industries. Also, a start-up mentor with Antler, helping founders drive business growth across the EMEA region. I am driven by curiosity and always seeking to challenge the status quo and solve societal problems.

Senior Marketing Leader with over 8 years of experience propelling customer and revenue growth across Africa's Finance, Technology, and E-commerce industries. Also, a start-up mentor with Antler, helping founders drive business growth across the EMEA... Show more

Julian Kanjere

Julian Kanjere

Software developer driven by a desire to advance society using tech. PhD Econ researcher at the University of Cape Town. Winner of the 2020 Schmidt Futures Reimagine Challenge (Eric Schmidt).

Software developer driven by a desire to advance society using tech. PhD Econ researcher at the University of Cape Town. Winner of the 2020 Schmidt Futures Reimagine Challenge (Eric Schmidt). Show more

Roberto Delgado Castro

Roberto Delgado Castro

Roberto Delgado Castro is a data scientist, researcher and compliance officer of Direccion General de Desarrollo Social y Asignaciones Familiares (DESAF), part of the Ministry of Labor and Social Security.
He has degrees in finance and banking, marketing and sales and management. He also holds a specialization in E-Learning.
For the last ten years, he has developed important data science projects in DESAF.
He is the author of the books DT Quantum Model, Metadatology and Correlations in R,

Roberto Delgado Castro is a data scientist, researcher and compliance officer of Direccion General de Desarrollo Social y Asignaciones Familiares (DESAF), part of the Ministry of Labor and Social Security. He has degrees in finance and banking, mar... Show more

Priscilla Orozco-Garcia

Priscilla Orozco-Garcia

Priscilla possesses over two decades of experience in the accounting industry. Her resilience allowed her to launch YTD Bookkeeping Service’s following a job layoff during the great recession. Respected by her former employers for her financial acumen, they provided Priscilla with her first referral for bookkeeping services. Growing her business from scratch, Priscilla has become a go-to within the small business community through the two organizations that she consults in Denver Metro SBDC and Colorado Enterprise Fund – guiding hundreds of small businesses and leading countless small business financial literacy trainings in Spanish & English.

Priscilla possesses over two decades of experience in the accounting industry. Her resilience allowed her to launch YTD Bookkeeping Service’s following a job layoff during the great recession. Respected by her former employers for her financial acume... Show more

Eva Padilla

Eva Padilla

Eva Padilla, CEO of Founder Access, is a funding expert with 20 years of experience working with CDFI's and traditional banks such as JP Morgan Chase & Bank of America. This has brought a great advantage in helping entrepreneurs by bringing diverse insight and knowledge when providing access to capital solutions.
She is passionate in helping under resourced Startup, BIPOC, and Women entrepreneurs grow and develop their businesses by providing expert advice and consultation that help promote sustainability for startup and existing businesses.

Eva Padilla, CEO of Founder Access, is a funding expert with 20 years of experience working with CDFI's and traditional banks such as JP Morgan Chase & Bank of America. This has brought a great advantage in helping entrepreneurs by bringing diverse i... Show more

Marcell Markus

Marcell Markus

More than 10 years’ experience in finance domain as market researcher and business analyst. I was supporting various projects and using various methods; tools (like SPSS statistics, SQL, Excel). I am also a certified Microsoft PowerBI user.

More than 10 years’ experience in finance domain as market researcher and business analyst. I was supporting various projects and using various methods; tools (like SPSS statistics, SQL, Excel). I am also a certified Microsoft PowerBI user. Show more

Koushal Dutt

Koushal Dutt

Koushal Dutt is a Senior Customer Solutions Manager at Amazon Web Services (AWS), where he leads customer engagement and guides them through their cloud transformation journeys. With over two decades of experience in the banking and IT sectors, Koushal brings deep domain expertise and a passion for continuous learning in cutting-edge technologies.

Previously, Koushal held various leadership roles at First Abu Dhabi Bank (FAB), including Head of Enterprise and Group Projects, and Vice President of Program Management. In these positions, he led large teams, managed multi-million dollar projects, implemented strategic business transformations, and drove cost reduction and revenue growth initiatives.

Prior to FAB, Koushal spent 12 years at HSBC, where he held roles such as Vice President of Project Management and Assistant Vice President of Project Management. In these roles, he was responsible for defining strategic business requirements, providing analysis and consultancy services, and implementing major change projects and programs across the bank's various business lines.

Koushal holds certifications from AWS as an Accredited Partner in both Business and Technical domains. He is skilled in areas such as financial services, program and project management, and organizational effectiveness, which he leverages to drive digital transformation and customer success for his clients.

Based in Dubai, United Arab Emirates, Koushal is committed to staying at the forefront of the latest developments in cloud-native architecture and generative AI to ensure his customers stay ahead in the competitive financial services landscape.

Koushal Dutt is a Senior Customer Solutions Manager at Amazon Web Services (AWS), where he leads customer engagement and guides them through their cloud transformation journeys. With over two decades of experience in the banking and IT sectors, Koush... Show more

Shyam Balagurumurthy Viswanathan

Shyam Balagurumurthy Viswanathan

As a seasoned professional, entrepreneur, and researcher in the AI and ML sector, I specialize in creating solutions for finance, marketing, and engineering productivity in Fortune 100 companies.

As a seasoned professional, entrepreneur, and researcher in the AI and ML sector, I specialize in creating solutions for finance, marketing, and engineering productivity in Fortune 100 companies. Show more

Stacey Feldman

Stacey Feldman

Stacey Feldman is an experienced CPA that has spent the last 10 years scaling internal finance & accounting operations for various start-ups ranging from $0-$300MM in revenue. As the COO at Full Send Finance, Stacey is passionate about helping her clients elevate financial data and build tech-forward financial ecosystems that are built to scale.

Stacey Feldman is an experienced CPA that has spent the last 10 years scaling internal finance & accounting operations for various start-ups ranging from $0-$300MM in revenue. As the COO at Full Send Finance, Stacey is passionate about helping her cl... Show more

Peter Nolan

Peter Nolan

Dublin-raised and Europe-based risk / data analyst and communicator specialising in financial and economic analysis

Dublin-raised and Europe-based risk / data analyst and communicator specialising in financial and economic analysis Show more

Rishi Bhatnagar

Rishi Bhatnagar

Rishi Bhatnagar joined Morgan Stanley in 2016 and currently leads Banking Architecture, while also leading and contributing to various firmwide initiatives as an Enterprise Architect. Rishi is involved in various technology philanthropy and innovation initiatives and holds multiple patents.

Rishi Bhatnagar joined Morgan Stanley in 2016 and currently leads Banking Architecture, while also leading and contributing to various firmwide initiatives as an Enterprise Architect. Rishi is involved in various technology philanthropy and innovatio... Show more

Engr. Abdul-Rahman Mahmood

Engr. Abdul-Rahman Mahmood

26 years of software development experience, working as Principal IT / Security Consultant, and Assistant Professor at FAST-NUCES. Dynamic, experienced and result oriented professional with a successful track record in the field of software development, IT Security & Audit, Cryptography, Fintech and Banking Sector.

26 years of software development experience, working as Principal IT / Security Consultant, and Assistant Professor at FAST-NUCES. Dynamic, experienced and result oriented professional with a successful track record in the field of software developme... Show more

Tanumoy Samanta

Tanumoy Samanta

Tanumoy is a Data and Analytics Engineer with 14+ years of experience in digital and data transformation implementation in Banking and Finance Services. He has led Cloud Data Migration and Integration projects using Snowflake, DBT, DataStage, Oracle PL/SQL. At Ally Bank, he is focused on driving their data mesh initiative leveraging dbt and Snowflake.

Tanumoy is a Data and Analytics Engineer with 14+ years of experience in digital and data transformation implementation in Banking and Finance Services. He has led Cloud Data Migration and Integration projects using Snowflake, DBT, DataStage, Oracle ... Show more

Viacheslav Mikhailov

Viacheslav Mikhailov

Senior Solution Architect from DataArt with more than 25 years of experience software development with focus to .NET, Microservices, Finance and Insurance.

Senior Solution Architect from DataArt with more than 25 years of experience software development with focus to .NET, Microservices, Finance and Insurance. Show more

Richard Firth

Richard Firth

Richard Firth is the Chairman and CEO of MIP Holdings, a South African Fintech that supplies administration systems to the financial services industry. MIP’s "Progress first" systems cover the lives of some 24 million beneficiaries in South Africa and MIP has a staff compliment of more than 600 technology experts with 75% or 450 of the Peopleware at MIP being Progress Software engineers.

A stalwart of the South African technology industry, Firth’s successful software engineering career has spanned many roles. He has held numerous board positions, chaired the Board of Governors at a private local school for girls pioneering the use of technology in the learning process, he provides mentorship for technology start-ups, for example Matric Live a multifunctional education app that is reinventing the way pupils learn that currently has more than 400,000 South African learners using the platform, and he has acted as an advisor to a USA NASDAQ-listed multinational software and database company.

Firth recently won a “365 Men of the year” award from the Gauteng Government for being a positive role model and asset to the country, stemming from the work he does using technology to combat gender-based violence.

MIP have built an internship where they train Progress software engineers how to design, build and support world class solutions. MIP's strength in the Progress international community has culminated in MIP building a strong relationship with Progress worldwide to supply and manage large Progress outsourced projects. These projects include managing, building, supporting, maintaining and consulting on 3rd party Progress applications around the world. MIP have had amazing feedback in terms of the outsourced agile methodology that they deploy to remotely manage these projects.

Richard Firth is the Chairman and CEO of MIP Holdings, a South African Fintech that supplies administration systems to the financial services industry. MIP’s "Progress first" systems cover the lives of some 24 million beneficiaries in South Africa an... Show more

David Bartolomei

David Bartolomei

David is Data Lead and Engineering Manager at Nave Bank, a neo-bank based in Puerto Rico. Previously at Red Ventures.

David is Data Lead and Engineering Manager at Nave Bank, a neo-bank based in Puerto Rico. Previously at Red Ventures. Show more

Pedro Camacho

Pedro Camacho

Pedro Camacho is the CEO and co-founder of NEARSOFT Solutions, revolutionizing Digital Banking since 2017.
With over 25 years in software engineering and leadership, Pedro Camacho drives innovation and inclusivity in financial technologies.
At NEARSOFT, Pedro Camacho merges technical expertise with strategic foresight, focusing on accessible, transformative banking solutions.
Pedro Camacho is committed to fostering collaboration and advancing global financial empowerment.

Pedro Camacho is the CEO and co-founder of NEARSOFT Solutions, revolutionizing Digital Banking since 2017. With over 25 years in software engineering and leadership, Pedro Camacho drives innovation and inclusivity in financial technologies. At N... Show more

Ismael Magalhães Pedrosa Rocha

Ismael Magalhães Pedrosa Rocha

Master of Science in Computer Science, with more than 20 years working with project management, of which 15 in agile methods. Works at Banco do Nordeste do Brasil S.A. (BNB), where acts as agile coach and executive manager, supporting teams, mentoring, training and coordinating one of the most strategic sectors of the company. He also works as teacher, having taught classes in undergraduate, graduate and in company training.

Master of Science in Computer Science, with more than 20 years working with project management, of which 15 in agile methods. Works at Banco do Nordeste do Brasil S.A. (BNB), where acts as agile coach and executive manager, supporting teams, mentorin... Show more

Maanoj Shah - Finsmart Accounting

Maanoj Shah - Finsmart Accounting

Maanoj is a CA, CISA and expert outsourcing professional with 25 years of experience.

Maanoj is a CA, CISA and expert outsourcing professional with 25 years of experience. 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

Max Sadlowski

Max Sadlowski

With over 15 years of experience in the tech industry, I am a results-driven professional with a passion for driving innovation and creating impactful solutions. I excel in problem-solving and thrive on overcoming complex challenges, combining strong technical knowledge with a deep understanding of customer needs to develop and implement tailored solutions. I have a proven track record of successfully integrating Wise with banks and enterprise fintechs globally, fostering strong relationships and delivering tangible results, and building workable solutions quickly to solve problems.

With over 15 years of experience in the tech industry, I am a results-driven professional with a passion for driving innovation and creating impactful solutions. I excel in problem-solving and thrive on overcoming complex challenges, combining strong... Show more

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