Finance & Banking

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

Basant Mounir

Basant Mounir

Basant Mounir is a Senior Data Scientist at the Central Bank of Egypt, Industry Expert & Mentor for MIT ADSP, AI Advisor, Angel Investor, and Speaker. She thrives on collaborating with stakeholders to bring their vision to life, learning whatever it takes to deliver the end-to-end product that revolutionizes their workflows. Mounir is an active community builder; she founded an award-winning data science school at her IEEE branch, and most recently, co-hosted Egypt's first GenAI agent hackathon. A global thinker, Mounir travels across Africa, Europe, the US, and Japan to work with and learn from their data communities.

Basant Mounir is a Senior Data Scientist at the Central Bank of Egypt, Industry Expert & Mentor for MIT ADSP, AI Advisor, Angel Investor, and Speaker. She thrives on collaborating with stakeholders to bring their vision to life, learning whatever it... Show more

Jairo Hernan Espinoza

Jairo Hernan Espinoza

Jairo Espinoza is a DevOps Engineer in the banking sector, with over 3 years of experience in automation and infrastructure. With a background in software development, he drives the adoption of IaC and modern practices that help software teams shift from a pipeline-focused approach to internal self-service platforms.

Jairo Espinoza is a DevOps Engineer in the banking sector, with over 3 years of experience in automation and infrastructure. With a background in software development, he drives the adoption of IaC and modern practices that help software teams shift ... Show more

Juan Pablo Rossi

Juan Pablo Rossi

Soy contador, con Master en Finanzas Corporativas y Master en Inteligencia de Negocios. Los últimos años he trabajado en relacionar e intentar producir valor en mis clientes a través del mix óptimo de las Finanzas Corporativas e Inteligencia de Negocios. No sólo he abordado los conceptos teóricos sino que me tocado enfrentar los obstáculos que se presentan en el día a día en la empresa, intentando expresar de manera práctica y accesible al cliente cómo se compone la producción de valor en una compañía.

Soy contador, con Master en Finanzas Corporativas y Master en Inteligencia de Negocios. Los últimos años he trabajado en relacionar e intentar producir valor en mis clientes a través del mix óptimo de las Finanzas Corporativas e Inteligencia de Negoc... Show more

Pradeep Narayan

Pradeep Narayan

20+ year of experience as a consulting professional in roles like Program/Product manager/Business Analyst with a robust Industry familiarity in Finance, Banking, and WAM. Solid Techno- Functional experience in managing product development cycle and collaborating with Business, technical, and customer teams to execute, create, and deliver innovative product solutions. Recently, working with a leading Wealth Management Saas firm as Solution Consultant responsible for configuring the data platform for aggregating investment data for reporting & analytics purposes for single family offices and enterprises

20+ year of experience as a consulting professional in roles like Program/Product manager/Business Analyst with a robust Industry familiarity in Finance, Banking, and WAM. Solid Techno- Functional experience in managing product development cycle and ... Show more

Thorsten Behrens

Thorsten Behrens

Thorsten has been a consultant and key account manager in the Dynamics environment for 25 years. Previously, he was employed in industry as a financial controller. After 15 years of project business at various VARs, he has now been in charge of CKL Software GmbH for 10 years.

Thorsten has been a consultant and key account manager in the Dynamics environment for 25 years. Previously, he was employed in industry as a financial controller. After 15 years of project business at various VARs, he has now been in charge of CKL S... Show more

Ali Khawaja

Ali Khawaja

Ali Khawaja (Ventnor City, NJ) is a dedicated and results-driven accounting professional with over six years of experience across audit, financial reporting, and investment management accounting. Currently serving as a Staff Accountant at Cohen & Company in Philadelphia, Pennsylvania, Ali brings a deep commitment to precision, client service, and continuous learning in the ever-evolving field of accounting.

Ali Khawaja (Ventnor City, NJ) is a dedicated and results-driven accounting professional with over six years of experience across audit, financial reporting, and investment management accounting. Currently serving as a Staff Accountant at Cohen & Com... 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

Lucas Patanó

Lucas Patanó

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoque en el growth mindset, fomentando la colaboración, la innovación y la orientación a resultados para desarrollar negocios de impacto.

Mi enfoque combina estrategia basada en datos, comprensión profunda de los usuarios y un liderazgo centrado en el growth mindset. Creo firmemente en el poder de los equipos bien liderados: ágiles, autónomos y orientados a resultados. Juntos, logramos construir productos que no solo destacan, sino que también tienen un impacto duradero en los negocios.

Además, como mentor y coach en Product Management, apoyo a líderes y profesionales emergentes a superar desafíos, perfeccionar sus habilidades y crecer en sus carreras. Acompaño a Product Managers, CPOs y CEOs a desarrollar equipos alineados con la innovación, la colaboración y el crecimiento continuo.

Soy un apasionado del Product Management con más de 15 años de experiencia desarrollando y escalando productos en la industria financiera, tanto en B2C como en B2B. Mi trayectoria se ha centrado en liderar y construir equipos de producto con un enfoq... Show more

Ugochukwu Onyeka

Ugochukwu Onyeka

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves on the community council of sktime and is also an advisor at the German Centre for Open Source AI software.

Ugochukwu Onyeka is a firm believer in open source. He holds a PhD in Sustainability Accounting and has consulted for governments, blue-chip companies and non-profits on issues like forecasting, strategic planning and financial modelling. He serves o... Show more

Guillaume Proust

Guillaume Proust

Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions.
His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, transport, and finance), where he honed his Java skills in diverse environments.
At Swissquote, he transitioned from a successful five-year tenure as a Java developer (including two years in a management role) to lead the Tech Talent Academy. In this role, he creates impactful onboarding experiences, empowering engineers and introducing technical concepts to business-oriented colleagues.
This passion for knowledge-sharing stems from his belief in the power of continuous learning... and, of course, delicious meals!

Driven by a lifelong fascination with technology, Guillaume has built a career connecting people with innovative solutions. His career spans various industries, from public service (retirement, firefighting) to the private sector (real estate, tran... Show more

Ayobami Adeleke

Ayobami Adeleke

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Services and Microsoft Fabric to design and build enterprise reports and dashboards across Banking, Financial Services Industry to Investments, Retail and Manufacturing Industries. I'm also a Microsoft Certified Trainer, Data and Analytics Engineer and Data Analyst Associate with years of experience working with SQL Server and Power BI.

I have over 8 years work experience as a Data Warehouse and BI Developer using the Microsoft BI Stack (SQL Server Integration Services (SSIS), SQL Server Analysis Services (SSAS), SQL Server Reporting Services (SSRS) and Power BI), Azure Data Service... 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

Finlay Taylor

Finlay Taylor

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial strategy, Finlay specialises in embedding ESG in a way that is built to last - free from jargon, grounded in plain language, and aligned with how businesses actually operate. His mission is to make ESG practical and value-driven, helping portfolio companies strengthen resilience, unlock growth opportunities, and create long-term positive impact.

Finlay Taylor is an experienced ESG & Sustainability professional with over eight years in private markets, currently leading ESG at YFM, a London-based Growth Equity investor. Drawing on a deep understanding of both sustainability and commercial str... Show more

Anna Khayet

Anna Khayet

Anna Khayet is a trusted growth strategist and marketing advisor to hundreds of tax and accounting firms across North America. As the head of marketing for Padgett Advisors, a leading franchise network of over 250 firms, Anna helped architect a sweeping brand transformation and launched new digital platforms that drove franchise growth and revitalized firm reputation across the network.

Prior to Padgett, Anna led marketing at industry-defining Fintechs like Bill.com, Rho, Ignition, CPA.com (the digital arm of the AICPA), Enova (NYSE: ENVA), and SoFi, where she scaled campaigns with $50M+ budgets and delivered growth that took originations to $18BN. She began her career at American Express and, after earning her MBA from Columbia University, helped expand Google Cloud’s presence in the SMB market.

Today, through her consultancy, Mastermind, Anna combines the latest in marketing strategy, automation, and storytelling to help modern firms and Fintechs build trusted brands and future-proof their growth. She’s passionate about empowering accountants to stand out in an increasingly digital, competitive world — and ensuring they build businesses with staying power.

Anna Khayet is a trusted growth strategist and marketing advisor to hundreds of tax and accounting firms across North America. As the head of marketing for Padgett Advisors, a leading franchise network of over 250 firms, Anna helped architect a sweep... 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

Adrian Neal

Adrian Neal

Adrian Neal, a two-time winner of the NATO Defence Innovation Challenge, is an internationally recognised Cybersecurity & Cryptographics expert, and currently holds the position of Senior Director and Global Lead for Post-Quantum Cryptography at Capgemini and the position of CEO / Managing Partner in QuStream delivering the world’s strongest quantum-safe encryption (504-bit hardness) in WEB3 environment.

While primarily advising governments, defence organisations and global multi-nationals on post-quantum readiness, he is also a cybersecurity advisor regarding Central Bank Digital Currencies (CBDC), particularly in respect to the social and economic risks from future post-quantum cryptographic instability.

He is a graduate of Oxford University, from which he received a Masters’ Degree in Software Engineering and began his career at IBM in the mid 80’s, followed by a decade in the City of London, departing in ’98 for Zurich to join UBS Warburg as their first Cryptographics expert while becoming a member of the International Association for Cryptologic Research (IACR).

In almost 40 years, he has held positions in key financial and industrial sectors such as Banking, Insurance, Financial Markets, Energy, Pharma, IT, Aviation and Telecoms, across 8 countries and over 3 continents.

In 2012, he founded the Oxford University spinout Oxford BioChronometrics, developing the most advanced software for detecting fraud in online advertising, winning various blind-tests against ad-industry incumbents, with the research being cited by the Guardian, the Financial Times, the Wall Street Journal and both (US) Houses of Congress, while becoming a winner of the 2017 NATO NCIA Defence Innovation Challenge for Advances in Cybersecurity, and subsequently published in European Cybersecurity Journal.

In 2018, he founded Oxford Scientifica as a research organisation, focused on advanced military communications in low-bandwidth and spectrum-contested environments, becoming a winner of the 2019 NATO NCIA Defence Innovation Challenge for Signal Resilience in the High North.

Adrian Neal, a two-time winner of the NATO Defence Innovation Challenge, is an internationally recognised Cybersecurity & Cryptographics expert, and currently holds the position of Senior Director and Global Lead for Post-Quantum Cryptography at Capg... Show more

René Burkhard

René Burkhard

Aktuar mit Herz und Seele

Aktuar mit Herz und Seele Show more

Kalyan Gottipati

Kalyan Gottipati

Kalyan Gottipati is a seasoned Vice President and Principal Solution Architect at Citizens Bank, where he has pioneered significant advancements in digital banking technology. With over 16+ years of experience in the tech industry, Kalyan specializes in digital transformation, software architecture, and cloud solutions, focusing on creating innovative, customer-centric digital services.

Kalyan holds several patents, including a Dynamic UI framework that has revolutionized user interaction in financial services.

Kalyan is an active member of IEEE and serves on the Arizona Technology Council Cyber Security. He regularly shares his insights as a keynote speaker at international tech conferences and contributes to various professional publications.

Kalyan's commitment to technology and education is demonstrated through his mentorship of upcoming engineers and involvement in community-oriented tech initiatives, making him a driving force behind innovative solutions that advance the financial sector and tech industry alike.

Kalyan Gottipati is a seasoned Vice President and Principal Solution Architect at Citizens Bank, where he has pioneered significant advancements in digital banking technology. With over 16+ years of experience in the tech industry, Kalyan specializes... Show more

Exousia Kaseka

Exousia Kaseka

Fullstack Developer specializing in scalable, high-performance, and secure applications with Next.js, .NET, and Azure. Passionate about software architecture and cloud technologies, I help businesses build modern and robust solutions.

Currently an AML/CTF Analyst at Vodacom RDC, I integrate security and compliance into my development workflows, especially for FinTech and Cloud-Native applications. I speak about secure development, performance optimization, and DevOps best practices on Azure.

🎤 Talks & Conferences:

✔️ Securing Web Applications with Next.js & Azure
✔️ Building High-Performance APIs with .NET & PostgreSQL
✔️ Fullstack Development: Balancing Performance & Security

Fullstack Developer specializing in scalable, high-performance, and secure applications with Next.js, .NET, and Azure. Passionate about software architecture and cloud technologies, I help businesses build modern and robust solutions. Currently an... Show more

Daria Subach

Daria Subach

Daria Subach is the co-founder and CEO of Argentium.ai, an AI company revolutionizing how businesses handle document-heavy workflows.

Having experienced firsthand the inefficiencies of manual document processing, Daria founded Argentium to bring AI-powered automation to industries burdened by complex paperwork, compliance requirements, and operational bottlenecks.

A recognized AI thought leader, Daria has spoken at industry events, including Finance Montréal 2024, where she shared insights on AI’s transformative role in automating financial workflows. She is committed to helping organizations harness AI to increase efficiency, reduce errors, and unlock new levels of productivity.

Daria believes we are entering a new era - one where AI works alongside humans, handling the heavy lifting of data processing and decision-making. Through Argentium, she is leading the charge in reshaping the future of work, proving that AI isn't just about automation - it’s about enabling people to focus on their most meaningful work.

Daria Subach is the co-founder and CEO of Argentium.ai, an AI company revolutionizing how businesses handle document-heavy workflows. Having experienced firsthand the inefficiencies of manual document processing, Daria founded Argentium to bring A... Show more

Johan Öbrink

Johan Öbrink

Johan Öbrink started his IT career in the mid 80:s programming his VIC20. Today he is a Digital Strategist at SEB and is frequently seen on TV4 as an expert on digitalisation, IT security and the effects of technology on humans and society. He is also one of the founders of The Open School Platform which has, among other things, rendered him being reported to the police for suspected, illegal hacking.

Johan Öbrink started his IT career in the mid 80:s programming his VIC20. Today he is a Digital Strategist at SEB and is frequently seen on TV4 as an expert on digitalisation, IT security and the effects of technology on humans and society. He is als... Show more

Ramón Alberto Reyes

Ramón Alberto Reyes

Licenciado en Administración de Emprensas con un postgrado en Inteligencia Artificial y Analítica Avanzada. Profesional con más de 20 años de experiencia en la administración de Organizaciones No Gubernamentales (ONG) y proyectos de cooperación financiados por diferentes agencias de cooperación.

Certificado como Microsoft Excel Expert 2019 -365, Excel Associate (Microsoft 365 Apps) y Microsoft Certified Trainer. Apasionado de los datos, solucionador de problemas de forma creativa aportando valor en áreas técnicas, administrativas, financieras y contables fomentando la gestión basada en información, fortaleciendo capacidades de miembros de equipos aplicando procesos de mejora continua a tareas cotidianas para garantizar el equilibrio vida – trabajo en colaboradores.

Licenciado en Administración de Emprensas con un postgrado en Inteligencia Artificial y Analítica Avanzada. Profesional con más de 20 años de experiencia en la administración de Organizaciones No Gubernamentales (ONG) y proyectos de cooperación finan... Show more

Jayaram Hegde

Jayaram Hegde

Highly accomplished and seasoned Agile Transformation Coach, ICF Certified coach, framework agnostic Agile practitioner, Change Agent, Contributor, Trainer, Mentor, Speaker, Continuous Learner, community
volunteer/leader and avid reader with 15+ years of IT industry experience

LinkedIn profile :
https://www.linkedin.com/in/jayaram-hegde-95b23921

Highly accomplished and seasoned Agile Transformation Coach, ICF Certified coach, framework agnostic Agile practitioner, Change Agent, Contributor, Trainer, Mentor, Speaker, Continuous Learner, community volunteer/leader and avid reader with 15+ yea... Show more

James Francis

James Francis

James Francis: Pioneering Human-Centric AI and Transformative Investment Solutions
James E. Francis is a visionary entrepreneur and thought leader at the nexus of artificial intelligence, finance, and ethical technology. His groundbreaking initiatives are redefining investment management and AI development with a commitment to human-centric innovation.
As the founder of Paradigm Asset Management, Francis has overseen the management of over $7 billion in assets for institutional clients worldwide. Paradigm’s hallmark is its innovative "Collective Intelligence" methodology, which integrates human expertise with advanced data analytics and agile software. This approach delivers unparalleled customization, performance, and cost efficiency for wealth advisors, family offices, and institutional investors alike.
Francis is also the driving force behind Artificial Integrity, a pioneering framework that transcends traditional AI ethics. With a focus on empowering human potential, Artificial Integrity envisions AI systems that go beyond risk mitigation to actively promote human values, creativity, and decision-making. This forward-thinking initiative is reshaping how we design AI to enhance humanity’s capabilities and sustain societal progress.
In addition, Francis founded BlackChat AI, a dynamic platform at the intersection of AI and societal engagement. BlackChat AI provides tools and resources to help individuals and communities navigate the opportunities and challenges of AI, with a strong emphasis on diversity, inclusion, and dialogue.
A proud alumnus of Morehouse College, Francis is actively engaged with leading organizations such as the Partnership on AI, Black in AI, and the Council of Institutional Investors. His unique expertise in AI, finance, and ethical technology makes him a sought-after voice in shaping the future of technology and its societal and economic impacts.

James Francis: Pioneering Human-Centric AI and Transformative Investment Solutions James E. Francis is a visionary entrepreneur and thought leader at the nexus of artificial intelligence, finance, and ethical technology. His groundbreaking initiativ... Show more

Victor del Aguila

Victor del Aguila

Administrador de Empresas, con Postgrado en Business Agility & Digital Transformation Management en Centrum PUCP y con Especialización en Gestión de Personas.

04 acompañando, trabajando y guiando a las personas hacia la Agilidad, operando como agente de cambio y colaborando en levantar impedimentos para la Transformación Cultural & Organizacional. Mi experiencia abarca sectores de Banca y Finanzas, Seguros y Retail, en países como Perú, México y Puerto Rico.

Administrador de Empresas, con Postgrado en Business Agility & Digital Transformation Management en Centrum PUCP y con Especialización en Gestión de Personas. 04 acompañando, trabajando y guiando a las personas hacia la Agilidad, operando como ag... Show more

Suresh Mandava

Suresh Mandava

Highly experienced Platform Engineering Business Leader and Security professional with over 25+ years of expertise in protecting sensitive data and ensuring compliance with regulatory standards. Proven track record of delivering successful projects across various industries, including healthcare, finance, and technology.

Edge MLOPS / Security Experience Highlights:

Innovation Leadership: Pioneered Edge First ML Inferences private clouds, and Kubernetes solutions for a leading technology company. Currently exploring Privacy Federated SLM Fine-tuned GPT innovation and its potential in the global enterprise space.

Engineering and Technical Acumen: Proficient in creating and leading extensive 1500+ engineering teams dedicated to major digital transformation endeavors for clients, especially in Cloud-Native Application Modernization, Platform Engineering, and DevSecOps.

Cloud Security: Led global cloud security portfolio, modernizing legacy security products to cloud-native technologies (Containers/Kubernetes/Serverless). Managed a team of 1400 global engineers, driving growth from $350M to $1.4Billion in company valuation.

Consulting Experience: Executed risk assessments and solution delivery initiatives for top-tier clients, generating $4-5 million in revenue projects. Provided strategic guidance on security and threat risk mitigation, improving client security maturity based on NIST CSF/NERC/FFIEC standards.

OT Security: Worked with a global healthcare company to deliver AI-models on the Edge, protecting sensitive patient data across 5000 hospitals. Developed model licensing stores for OTA updates and ensured IP security, ensuring stringent FDA Class 3 security certification requirements.

Cross-functional Collaboration: Excel at closing the gap between technical solutions and business requirements, adept in liaising with board members, senior business leaders, and critical stakeholders to synchronize enterprise ambitions with technological ventures.

Strategic Partnership Building: Established history of leading GTM strategy, solution sales, and businessdevelopment through strategic collaborations with public cloud vendors and prominent cloud offering firms.

Highly experienced Platform Engineering Business Leader and Security professional with over 25+ years of expertise in protecting sensitive data and ensuring compliance with regulatory standards. Proven track record of delivering successful projects a... Show more

Bjørn Runar Nes

Bjørn Runar Nes

40+ years in IT covering a wide spectre of platforms, technologies, subject areas and roles. My main experience is within architecture and development on EPM and RDM/MDM and as a leader of projects and people, small and large.

40+ years in IT covering a wide spectre of platforms, technologies, subject areas and roles. My main experience is within architecture and development on EPM and RDM/MDM and as a leader of projects and people, small and large. Show more

Natalia Gómez

Natalia Gómez

CEO at Nivanta Consulting, consultant and trainer in corporate finance focused on business intelligence.

I am specialized in finance with more than 15 years of experience aimed on planning, budgeting, financial models and cash flow control.

I have been a university trainer in postgraduate Finance teaching about capital markets, equities and trading.

Extensive knowledge in the use of Business Intelligence tools such as Power BI to apply them in financial management, which facilitate decision-making regarding the profitability, liquidity and solvency of companies.

CEO at Nivanta Consulting, consultant and trainer in corporate finance focused on business intelligence. I am specialized in finance with more than 15 years of experience aimed on planning, budgeting, financial models and cash flow control. I h... Show more

Mike Ellerhorst

Mike Ellerhorst

Mike is the Founder and CEO of NTM Advisory, with over 15 years of experience across both Consulting and Industry. He is known for his ability to navigate complexity and lead diverse teams, particularly in the financial services, healthcare, and retail sectors. Mike's expertise spans Cybersecurity, IT Infrastructure, Cloud Computing, and IT Risk Advisory, honed during his decade long tenure at PwC. He is adept at designing security and privacy programs and has practical experience implementing and operating them as a former CISO.

Mike holds a Bachelor's degree in Computer Science from the University of Notre Dame and a Global Executive MBA from the Fuqua School of Business at Duke University. He holds the Certified Information Security Manager (CISM) certification and is in the process of obtaining the Certified CISO credential. He also holds the ITIL Foundations certification, and previously held the AWS Solutions Architect and CAPM certifications, demonstrating his commitment to excellence in multiple domains.

Mike lives near Boulder, Colorado and enjoys exploring the outdoors with his wife and 3 kids.

Mike is the Founder and CEO of NTM Advisory, with over 15 years of experience across both Consulting and Industry. He is known for his ability to navigate complexity and lead diverse teams, particularly in the financial services, healthcare, and reta... Show more

Jessilyn Persson

Jessilyn Persson

Jessilyn Persson is a wealth coach, speaker, and author who specializes in helping high-achieving couples and women take control of their financial futures. After overcoming burnout and workplace challenges, Jessilyn and her husband built a successful real estate business, transforming their financial journey into a life of freedom and abundance. Now, she shares her expertise through engaging keynotes, offering practical strategies for aligning wealth goals, strengthening relationships, and creating financial independence.

With over two decades of experience in the corporate and public sectors, Jessilyn empowers her audiences to shift their mindsets, embrace the power of choice, and build a wealth strategy that works for their unique goals. Her inspiring talks provide actionable steps for achieving financial freedom, reducing stress, and designing a life by choice—not by chance.

Jessilyn Persson is a wealth coach, speaker, and author who specializes in helping high-achieving couples and women take control of their financial futures. After overcoming burnout and workplace challenges, Jessilyn and her husband built a successfu... Show more

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