Finance & Banking

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

Lee Fulmer

Lee Fulmer

Lee is an experienced business technologist who has been creatively disrupting the technology, media and finance industries throughout his career. His blend of business acumen, creativity and technology experience brings a unique perspective on driving business change. From helping decentralise the Internet on the board of ICANN to building the foundations for BBC Online and OnDigital (the world's first digital television service) to dreaming up the idea for the UK Faster Payments service then chairing the industry bodies that delivered it, he is always at the forefront of data and digital disruption. An accomplished photographer with over 80 awards for his work, he was invited to join the advisory panel of 1854 Media to help steer The British Journal of Photography through its digital transition. He is the recipient of Tech-Exec Magazine's Data Leader of the Year award, twice recognised in DataIQ’s Top 100 Influential People in Data and made Global Finance Magazine Innovators list.

Lee is an experienced business technologist who has been creatively disrupting the technology, media and finance industries throughout his career. His blend of business acumen, creativity and technology experience brings a unique perspective on drivi... 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

Paul Gonder

Paul Gonder

Paul is an Enterprise Agility Leader at KeyBank who has over a decade of experience in IT, holds an MBA from Indiana Wesleyan University, multiple IT and Agile certifications. He has a passion for dynamically transforming organizations to deliver exceptional business value that exceeds outcomes through inclusive collaboration, empowerment, engagement, creativity, and continuous improvement. He is resolute on driving and implementing Agile principles, practices, and scaled Agile structures to solve difficult and complex challenges, promoting self-organization, self-management, and servant leadership, driven by an empathetic approach, guided by a human-centered growth mindset, and unwavering optimism.

Paul is an Enterprise Agility Leader at KeyBank who has over a decade of experience in IT, holds an MBA from Indiana Wesleyan University, multiple IT and Agile certifications. He has a passion for dynamically transforming organizations to deliver exc... 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

Nilo Sebastian Vila Zamora

Nilo Sebastian Vila Zamora

I am currently a Solutions Architect SR specialized in bank migrations with more than 8 years in the Latam sector, of which I helped to migrate in more than 5 banks successfully!

I am currently a Solutions Architect SR specialized in bank migrations with more than 8 years in the Latam sector, of which I helped to migrate in more than 5 banks successfully! Show more

Chema Garcia

Chema Garcia

Chema Garcia works with Santander Corporate & Investment Banking in the IT transformation leveraging his deep experience in Agile, product and digital transformations such as the ones he also led in BBVA Spain and Argentina. Chema stands out as an expert in defining transformation strategies in large, global and multi-country companies. Additionally, he has trained and coached hundreds of people in Agile from development teams to C-suite and corporate members. He holds the SCP, SA from SAFe, SPS Scrum Org, CSM Scrum alliance certifications. He earned a PhD in Supercomputing and Parallel Algorithms, a MSc in Engineer in Advanced Computer techniques and a BSc in Business Management.

Chema Garcia works with Santander Corporate & Investment Banking in the IT transformation leveraging his deep experience in Agile, product and digital transformations such as the ones he also led in BBVA Spain and Argentina. Chema stands out as an ex... Show more

May Mahboob

May Mahboob

Entrepreneur, Executive Leader, Innovator, Visionary, and Creator. A disruptor of systemic barriers of poverty, inequality, and segregation. Providing accessibility of resources, opportunities, financial inclusion through the use of emerging technology such as digital finance, cryptocurrency, web 3, metaverse, blockchain, and financial literacy.

Entrepreneur, Executive Leader, Innovator, Visionary, and Creator. A disruptor of systemic barriers of poverty, inequality, and segregation. Providing accessibility of resources, opportunities, financial inclusion through the use of emerging technolo... Show more

John Pleau

John Pleau

John has been in the world of card present and card not present for the last 20+ years. John has partnered and implemented B2C and B2B global payment solutions with some of the most influential software companies (including Microsoft, Oracle, Salesforce, Epicor, Intuit, Eci Solutions, McKesson, and NCR, etc.) in the world.

John has a strong background in Microsoft F&O and BC payments, Marketplaces, mobile payments, Installment payments, PCI, VISA VMPI, PSD2, GDPR, e-wallets, ACH, tax management, Card Account Updater, Level 2 & 3, and end to end encrypted payment solutions.

John has been in the world of card present and card not present for the last 20+ years. John has partnered and implemented B2C and B2B global payment solutions with some of the most influential software companies (including Microsoft, Oracle, Salesfo... 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

Gavin Ngabonziza

Gavin Ngabonziza

Background:

I am a seasoned professional with a strong background in Business Development, Financial Literacy Education, and Financial Management. With over 8 years of experience in various roles and industries, I bring a wealth of knowledge and expertise to the field of finance, business, and personal development.

Current Roles:

Head of Product Design and Business Development at Hamz Pay (a subsidiary of the Ham Group of Companies): In this capacity, I lead strategic initiatives in design, business development, and implementation of innovative financial products and with strategic partners to build and scale our information technology portfolio.

Director, Head of Business Development at Unscripted: Unscripted is a dynamic design and creative agency specializing in Marketing, Public Relations, Business Development, and Communications. My role involves overseeing client relationships, developing business strategies, and fostering growth for our clients.

Career Engagements:
Throughout my career, I have had the privilege of collaborating with amazing individuals and organizations, including:

Captain George Michael Mukula MBA, PhD: I was a project lead for the abridged self help publication titled "Against The Odds: The Mindset of Extraordinary Achievers" by Captain Mike Mukula, a renowned figure in business and leadership.

Chairman of the GKK Group and Honorary Consul of Namibia Mr. Godfrey Kirumira: I have worked closely with Mr. Kirumira to enhance his digital presence including website development, brand development, social media management, and communications.

Rotary Club of Kampala North: I actively contributed to the club's financial and business development program in Siriba, Kiryandongo known as "Siriba Adopt a Community Project," as it aligned with my commitment to community development and transformation.

Stanbic Bank CSI Program: As a beneficiary and a financial literacy coach under the renowned Stanbic National Schools Championships program, together with the bank and it's program implementing partner, I took part in imparting essential financial knowledge and personal development contributing to the promotion of educational and financial awareness among students.

Livestock Development Forum, Le Memorial Medical Services, Pinnacle Analytica, and Grundstein Consult: My collaboration with these organizations encompassed diverse aspects of business development, strategy, and growth.

Key Expertise:

My expertise lies in Business Development, Financial Literacy & Financial Management Education and Professional Development. My passion lies in empowering individuals and organizations with the knowledge and skills required to navigate the complex world of business and finance effectively.

Background: I am a seasoned professional with a strong background in Business Development, Financial Literacy Education, and Financial Management. With over 8 years of experience in various roles and industries, I bring a wealth of knowledge and ... Show more

Jader Bueno de Oliveira

Jader Bueno de Oliveira

Jader Oliveira is a Platform Chapter Lead at ABN AMRO Bank. He specializes in Power Platform, Dynamics CRM, Software Development, Cloud, and DevOps. With +16 years of experience, he has honed his skills in delivering secure, maintainable, robust, and scalable solutions. His passion for innovation is evident in everything he does. Jader has lived and worked in South America and Europe, and has experience working in the insurance, banking, education, and healthcare sectors. He is driven to share his knowledge and expertise to inspire others. You can easily connect with Jader on LinkedIn.

Jader Oliveira is a Platform Chapter Lead at ABN AMRO Bank. He specializes in Power Platform, Dynamics CRM, Software Development, Cloud, and DevOps. With +16 years of experience, he has honed his skills in delivering secure, maintainable, robust, and... Show more

Mark Elenowitz

Mark Elenowitz

Mark Elenowitz is a Wall Street veteran with over 30 years’ experience. He co-founded a boutique investment bank that was based in Manhattan and its online capital formation platform BANQ® (www.banq.co), both which have been instrumental in laying down the framework for Regulation A+ crowdfunding offerings. The methodology Mark Elenowitz structured is what led the first successful Reg A+ IPO to list on a National Securities Exchange — the New York Stock Exchange — with other Reg A+ offerings following the blazing trail. He is a noted speaker at Small Cap and Reg A events, including the SEC Small Business Forum, and has been profiled in BusinessWeek, CNBC, and several other publications. Mr. Elenowitz also is a member of the Depository Trust & Clearing Corporation (DTCC) Private Markets Executive Advisory Board tasked with developing DTCC’s new Digital Securities Management (DSM) platform. Mark Elenowitz is currently the Co-Founder of Horizon. Horizon offers a suite of integrated securities software applications for compliant issuance through secondary trading of electronic securities. Truly a compliance-first business, Horizon's solutions combine Wall Street and Silicon Valley to power the next generation of exchanges and securities offerings in the U.S. and globally. In addition, he is the Co-Founder of Upstream, a MERJ Exchange Market, that is a fully regulated global stock exchange for digital securities which is an affiliate of the World Federation of Exchanges (WFE), recognized by HM Revenue and Customs UK, a full member of the Association of National Numbering Agencies (ANNA) and a Qualifying Foreign Exchange for OTC Markets in the US. In addition, Upstream is also a member of the Sustainable Stock Exchanges Initiative. Powered by Horizon's proprietary matching engine technology, the exchange will enable investors to trade NFTs, shares in IPOs, crowdfunded companies, U.S. & Int'l. equities, and celebrity ventures directly from the app: https://upstream.exchange

Mark Elenowitz is a Wall Street veteran with over 30 years’ experience. He co-founded a boutique investment bank that was based in Manhattan and its online capital formation platform BANQ® (www.banq.co), both which have been instrumental in laying do... Show more

Corrado (dex) De Sanctis

Corrado (dex) De Sanctis

Corrado De Sanctis is Senior Agile Coach in Lloyds Bank and has been involved in some of the largest enterprise transformations at international level and in different industries.
Corrado is a known member of the Agile community in London; he is speaker on Agile topics and he is the convener for "Lean, Agile Delivery and Coaching Network" and "Digital Transformation in London" meetup groups (~4500 members) . He is also founder of SAM, Scrum Agile Milano (1000~ members), meetup group directly supported by Agile Alliance and Scrum Alliance, and he is frequent contributor for the Agile Italia magazine.
Corrado strongly believes in experienced learning and he is creator, facilitator and player of agile serious games. His games and experiences are available at the AgileGameFactory website.

Corrado De Sanctis is Senior Agile Coach in Lloyds Bank and has been involved in some of the largest enterprise transformations at international level and in different industries. Corrado is a known member of the Agile community in London; he is spe... 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

Ben Weiner

Ben Weiner

A qualified CIMA Chartered Management Accountant and Microsoft Excel Expert I have been working in finance for over ten years. Initially working in accounting roles in the past few years I have moved in financial analysis using advanced Excel features and Power BI to analyse financial data and build financial models, accounts and budgets and forecasts.

A qualified CIMA Chartered Management Accountant and Microsoft Excel Expert I have been working in finance for over ten years. Initially working in accounting roles in the past few years I have moved in financial analysis using advanced Excel feature... Show more

Samia Durrani

Samia Durrani

Samia leads the pre sales and delivery of large scale and complex security projects across a diverse portfolio of financial services clients. Samia is passionate about encouraging people from diverse backgrounds into technology careers. She does this by providing mentoring sessions, guest lectures to university courses and helping to lead D&I initiatives.

Samia leads the pre sales and delivery of large scale and complex security projects across a diverse portfolio of financial services clients. Samia is passionate about encouraging people from diverse backgrounds into technology careers. She does this... 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

Luba Orlovsky

Luba Orlovsky

Luba Orlovsky is the Principal Researcher at Earnix, a global provider of intelligent, composable, SaaS solutions for insurers and banks. She holds a Bachelor of Science degree in industrial engineering and a Master of Science in Operations Research from the Israel Institute of Technology. During her career she’s held different analytics related roles in several companies, from algorithm developer and market analyst to head of analytics in the customer experience department and Principal Researcher today in Earnix.

Luba Orlovsky is the Principal Researcher at Earnix, a global provider of intelligent, composable, SaaS solutions for insurers and banks. She holds a Bachelor of Science degree in industrial engineering and a Master of Science in Operations Research... Show more

Justin Hunsaker

Justin Hunsaker

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% employee engagement rate. Justin earned an Executive Master’s of Technology Management from the University of Pennsylvania and the Wharton School. Throughout his career, Justin has launched new products and coached associates at all levels at multiple Fortune 500 banks and several FinTechs.

Justin is a highly skilled workshop facilitator and consultant, with a passion for human-centered design that he applies to improve all aspects of his coaching. For over five years, he taught and developed content for the "Creating Effective Presentations" workshop for Capital One.

With John Polk, Justin is on a mission to rid the world of poor presentations and empower leaders with the tools they need to communicate their ideas effectively. Justin teaches workshops and consults with corporations and individuals on a variety of topics, including presentations, communication and influence, people management, product management, and career transitions.

Justin Hunsaker is a Lead Consultant of John Polk & Associates with over 20 years of people management experience. He won the Barlow Monarch Innovation Honorable Mention for KeyBank’s Small Business Review and regularly achieved an impressive 90% emp... Show more

Son Do Lenh

Son Do Lenh

Dr. Sơn Đỗ Lệnh is currently a Product Manager at a leading private bank in Switzerland. Sơn holds a PhD from EPFL, Switzerland, and has conducted research in Innovation Technology at Harvard University. He helps businesses shape their business strategy and digital transformation, ranging from several tens to over 100,000 employees.

Recently, Sơn led a strategic transformation program for one of the most complex asset management platforms globally. He has advised one of the world's largest shipping companies, proposing strategies for 20 transformation projects to optimize user experience in 155 countries.

Sơn has received numerous awards for innovation and excellence, including 1 STELLAR Distinct Award and 1 Most Innovative Experiment Award. He has led or contributed to technological innovations exhibited at prestigious venues such as the Asia-Pacific ICT Awards, Harvard Museum of Natural History, and MoMA - Museum of Modern Art in New York.

Dr. Sơn Đỗ Lệnh is currently a Product Manager at a leading private bank in Switzerland. Sơn holds a PhD from EPFL, Switzerland, and has conducted research in Innovation Technology at Harvard University. He helps businesses shape their business strat... Show more

Monica Houston

Monica Houston

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the corporate, entrepreneurial, and personal finance arenas. In the corporate arena, she has overseen the risk assurance function for numerous entities as the Chief Audit Officer for 10+ years including South Carolina Retirement System Investment Commission, National Futures Association, City of Modesto, CA and Cuyahoga County, OH. An inaugural alumnus of Ernst & Young, her audit and consulting experience spans over 30 years and includes numerous Fortune 500 companies. As principal of Monica Houston CPAs, she shepherds clients in the areas of business foundation, operations, strategy, and succession; helping them to successfully live out their dreams of entrepreneurship. She is co-author of The Black Woman’s Business Bible & Workbook. Her passion for legacy building and generational living, as well as her innate understanding of finances, has afforded her the opportunity to positively influence the financial futures of countless families as a teacher, mentor, coach, author, advocate, and board member of financial literacy programs.
A consummate professional, Monica is committed to her work and serves as a beacon for such in her community. She serves on the Academic Executive Committee of the Association of International Certified Public Accountants (AICPA). She also serves on the Audit Committee for Delta Community Credit Union, Georgia’s largest credit union with 26 branch offices and over $6 Billion in assets. She further serves as a member of the Syracuse University Multicultural Advancement Council, an organization that supports and advocates for African American and Latino alumni and students as well as manages and raises funds for the $3M+ Our Time Has Come Scholarship endowment fund. In the spirit of establishing legacy, she recently committed to the endowment of the SU Black and Latino Accounting Scholarship Fund.

Monica Houston is a multifaceted business advisor. As a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), Certified Fraud Examiner (CFE), and Master of Personal Financial Planning (MSPFP), she serves clients in the co... Show more

Rachita Guthrie

Rachita Guthrie

After having spent a decade in the software engineering space, I have developed a deep understanding of blockchain, crypto, front-end development, and UI design.

With over 6 years of crypto experience, I've led projects that set early UI standards for crypto including the first international crypto debit card and QR codes for multi-currency payments.

I am deeply passionate about decentralizing finance and creating products that put users in control of their money.

After having spent a decade in the software engineering space, I have developed a deep understanding of blockchain, crypto, front-end development, and UI design. With over 6 years of crypto experience, I've led projects that set early UI standard... Show more

Dmitry Yanter

Dmitry Yanter

Dmitry Yanter is a technology manager with 10+ years at Deutsche Bank, known for his expertise in multiple roles such as SRE, QA, and Java development. He's also a sought-after lecturer on financial mathematics, delivering engaging and thought-provoking lectures. Dmitry is a true believer in the power of technology to drive positive change and brings a unique combination of technical expertise and passion for education to any team he joins.

Dmitry Yanter is a technology manager with 10+ years at Deutsche Bank, known for his expertise in multiple roles such as SRE, QA, and Java development. He's also a sought-after lecturer on financial mathematics, delivering engaging and thought-provok... Show more

Dr.  Danesha "Dee" Chisholm

Dr. Danesha "Dee" Chisholm

Dr. Danesha “Dee” Chisholm is a first-generation college graduate, who earned her Doctor of Business Administration (DBA) from Drexel University’s LeBow College of Business, a Master of Accountancy (MAcc) and joint Bachelor of Science in Accounting and Finance from Rutgers University – Rutgers Business School, graduating with highest honors. As a solution-focused leader with 15+ years of expertise in the areas of accounting, risk management, business strategy and compliance, Dr. Chisholm is locally recognized as a leader who encourages teamwork, collaboration, and inclusiveness.

Dr. Chisholm is currently a Global Senior Compliance Manager for Microsoft Corporation, where she engages directly with partners to mitigate corruption risk. Prior to Microsoft, Dr. Chisholm was the youngest Risk & Compliance Manager to work for the Office of the Chief Risk Officer (OCRO) for District of Columbia Government, where she laid the groundwork for the implementation of the organization’s first enterprise-risk management (ERM) program. Prior to the OCRO, Dr. Chisholm managed and provided quality assurance oversight for 25+ audit teams in the execution of mortgage servicer compliance reviews and developed a consistent compliance monitoring approach for various multi-million-dollar Federal programs within TARP (Troubled Asset Relief Program) for the US Department of Treasury. Additionally, in response to the coronavirus pandemic, Dr. Chisholm worked part-time as a Remote Course Facilitator for Drexel University, where she assisted faculty with the technical and administrative aspects of moving face-to-face (F2F) courses to a remote format, while supporting the remote learning environment.

Committed to community outreach and professional development, Dr. Chisholm is active in several community and professional organizations including the Prince Georges County Property Tax Assessment Appeals Board (PTAAB), where she was appointed by Maryland’s governor to serve as a Board member, Institute of Internal Auditors (IIA) – DC Chapter, where she leads the Governance Committee as a Board Director, and her beloved sorority, Delta Sigma Theta, where she is the Chair of the Internal Audit Committee. Additionally, Dr. Chisholm was named one of Maryland’s Top 40 under 40 for two consecutive years (The Daily Record (2021) and The Washington Business Journal (2022)) and most recently, she was just recognized as one of Maryland’s Top 100 Women in 2022.

Dr. Chisholm is a Certified Internal Auditor (CIA), Certified Fraud Examiner (CFE), Certified Government Auditing Professional (CGAP) and holds the Certified in Risk Management Assurance (CRMA) designation.

Originally from Cleveland, Ohio, Dr. Chisholm currently lives in Central Maryland and in her spare time, she enjoys bowling, cooking, riding her motorcycle and spending time with her miniature wiener dog, Bella.

Dr. Danesha “Dee” Chisholm is a first-generation college graduate, who earned her Doctor of Business Administration (DBA) from Drexel University’s LeBow College of Business, a Master of Accountancy (MAcc) and joint Bachelor of Science in Accounting a... Show more

Logan Williams Energy Finance

Logan Williams Energy Finance

Logan Williams was pivotal at EDP Renewables, a global wind energy development leader. There, she maintained relationships with institutional investors and managed tax equity finance models for a broad portfolio of wind and solar assets across North America. Her responsibilities extended to liaising with commercial banks and hedge funds and overseeing internal rate of return calculations and periodic updates of tax equity tracking models.

She holds a BA in Political Science from Columbia University and gained valuable early career experience through a year-long veterans apprenticeship at Goldman Sachs. Additionally, her commitment to service is evidenced by her five years of active duty in the United States Coast Guard.

Her expertise spans several vital areas of the energy and finance sectors, including tax equity, debt capital markets, sell-side mergers and acquisitions, and renewable power finance and development.

Beyond Logan Williams Energy Finance's professional activities, she is keenly interested in adventure sports like kitesurfing, scuba diving, and skiing. Growing up in a small beach town on the coast of the Carolinas, her water connection profoundly influences her recreational pursuits and her dedication to environmental initiatives, including her upcoming project to restore coral reefs in Indonesia.

Logan Williams was pivotal at EDP Renewables, a global wind energy development leader. There, she maintained relationships with institutional investors and managed tax equity finance models for a broad portfolio of wind and solar assets across North ... Show more

Ashita Jain

Ashita Jain

UX designer with 7+ years of design experience and academic background in Human Computer Interaction, HCI & Communication Design. Experience of working in cross-functional multidisciplinary teams across various domains like financial services, education, health & wellness, and security, from the early-stage startups to high-growth companies like
JP Morgan & ServiceNow.

UX designer with 7+ years of design experience and academic background in Human Computer Interaction, HCI & Communication Design. Experience of working in cross-functional multidisciplinary teams across various domains like financial services, educat... 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

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

Ellen Vasconcelos

Ellen Vasconcelos

Ellen, who is Portfolio, Data and IT Reliability Manager, at Banco Itau, belongs to the Communities - Integrated Investment Service, Global Investments and Digital Assets, that's right, she leads the 3 cross themes in these communities.
Ellen is from Rio, conquered by São Paulo 18 years ago. Carolina's mother. She loves her family, her home, and has been making an effort to take better care of her health and diet. She loves traveling and putting together photo albums.

Ellen, who is Portfolio, Data and IT Reliability Manager, at Banco Itau, belongs to the Communities - Integrated Investment Service, Global Investments and Digital Assets, that's right, she leads the 3 cross themes in these communities. Ellen is fro... Show more

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