Finance & Banking

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

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

Álvaro Rodríguez

Álvaro Rodríguez

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

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

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

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

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David , MBA, Data Scientist|Data Analytics

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Business Administration with a major in finance and global markets from the prestigious School of Business at Tulane University as well as becoming a Data Scientist from the New York School of Data Flatiron. Jhonathan completed a 15 year career track. In 2017, he became a Global Lead in Data Digital Transformation, and later an Executive Manager in Data Models & Database Reviews, at a global firm based New York City -He has research and published business applications of data sciences and AI in major media outlets. Today he is Chief Data Strategist for Xabios Data, a data analytics| business intelligence and data science firm optimizing businesses.

Notably, JD was featured on an international article for Grant Thornton International in Data Monetization. Hi research reached more than 15,000 followers - He has spoken at more than 13 conferences in the USA and LATAM- He founded a non-profit in LATAM that helps limited-resources entrepreneurs with micro-lending and educational resources. These recognitions, along with his Top 5 Awards in Leadership reflect his dedication and impact in industry and to people.

Jhon enjoyes being called to speak at the National and International Conferences to speak about real world experiences in the world of AI , Data Analytics & Data Science. Highlights include: the State of Mexico Business Association, in Mexico City, the Data Science Panels at the S&P 500 Building in Wall street for Data Science Salon, and at the The University of Houston College of Technology. Jhonathan makes complex topics, easy to understand to non-technical audiences, and makes technical audiences understand the world and language of business.

Experience for yourself as Jhonathan speaks to businesses leaders, management groups, professionals, scientist and students about real world applications of data sciences, from real life experiences. As he speaks the language of business and science, learned through his management of global teams in real-life projects, working with the leadership of top institutions, he shares his previous and ongoing client business experiences and what's happening in the world of data science.

His expertise topics include themes around : Data Science in a Business Context, Project Experiences, Data Modeling, and Financial Education.

Jhonathan David Shaikh is a remarkable professional making an impressive industry impact in banking & finance, healthcare, trade & exports and education. JD started his career in banking furthered his education by earning a Masters degree in Busines... Show more

Nancy McClelland CPA

Nancy McClelland CPA

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she insists that the future of accounting is built on relationships.

She also runs the 'Ask a CPA' community: a non-judgmental, safe space for bookkeepers who want to learn more about preparing tax-ready books, collaborating with CPAs, booking complex accounting transactions, and breaking into advisory services.

Named one of the Top 10 ProAdvisors by Insightful Accountant, as well as one of Ignition’s Top 50 Women in Accounting, she writes an award-winning blog with insights and resources for business-owners and accounting professionals, and is an engaging speaker… and 60’s go-go dancer!

With her CPA firm The Dancing Accountant, Nancy has been on a lifelong mission to support small businesses and their communities – as well as educate the professionals who serve them. Known for her fun, personal and direct style, it’s no surprise she... Show more

Edwin Kwan

Edwin Kwan

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

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

Gabriel Torres

Gabriel Torres

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

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

Hunter Storm

Hunter Storm

CISO, Advisory Board Member, Security Operations Center (SOC) Black Ops Team member, Systems Architect, and Keynote Speaker with deep expertise in AI, cybersecurity, and quantum technologies. I guide organizations through complex technical, strategic, and operational challenges, drawing on experience in global Fortune 100 enterprises, including Wells Fargo, Charles Schwab, and American Express; aerospace and high-tech manufacturing leaders such as Alcoa and Special Devices (SDI); and leading technology services firms such as CompuCom.

Subject Matter Expert (SME) with top tier expert networks, including GLG (recognized top 1% expert), AlphaSights, and Third Bridge. Trusted advisor to Fortune 100, Big Tech, executives, global technology leaders, institutional investors, high-growth startups, leading analyst firms, and global research organizations. I provide insight at the intersection of AI, cybersecurity, quantum, intelligence, and strategy.

ACHIEVEMENTS
- Mensa
- Albert Nelson Marquis Lifetime Achievement Award for contributions in AI, cybersecurity, quantum
- Trusted contributor to FS-ISAC, ANSI X9, NIST, & Quantum Economic Development Consortium (QED-C), shaping policy, standards, strategy at the highest levels.
- Advisory Board: Texas A&M School of Computer Science - advising on curricula and strategic initiatives in AI, cybersecurity, quantum
- Originator:
Hacking Humans | The Ports & Services Model of Social Engineering framework
The Storm Project | AI, Cybersecurity, Quantum, & the Future of Intelligence
Discrimination by Design | The First Forensic Mapping of Digital Repression Architecture

Decades in high-stakes arenas where precision outweighs publicity, from Fortune 100 boardrooms to war rooms, have honed my ability to help leaders navigate complexity, mitigate risk, and make the right calls when there is no margin for error.

Fusing technical mastery, operational agility, and executive insight to craft innovative solutions that anticipate threats, I protect critical assets and redefine what organizations can achieve. My work spans security initiatives, strategic intelligence, and policy advisory, where accuracy and foresight are crucial. Known for unparalleled problem-solving and strategic vision, bringing ingenuity, discretion, and balance to every challenge. Operating where complexity meets ambiguity, turning uncertainty into strategic advantage, I thrive where impact and ethics entangle.

I solve problems most won’t touch - with precision, discretion, and operational clarity. I partner with leaders to solve the unsolvable and shape the future at the intersection of technology, strategy, and high-risk decision making.

CISO, Advisory Board Member, Security Operations Center (SOC) Black Ops Team member, Systems Architect, and Keynote Speaker with deep expertise in AI, cybersecurity, and quantum technologies. I guide organizations through complex technical, strategic... Show more

Avira Avira

Avira Avira

Avira is a Cyber threat Intelligence Lead with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active in regional cyber communities, Avira also shares insights through workshops and career talks on threat landscapes and security automation.

Avira is a Cyber threat Intelligence Lead with deep experience in banking cybersecurity. She focuses on building automated defense capabilities, enhancing SOC operations, and strengthening enterprise resilience against evolving threats. Active in reg... Show more

Nilima James Rodrigues

Nilima James Rodrigues

Nilima Rodrigues is an accomplished data engineering and analytics leader with over 19 years of experience delivering transformative data strategies and reporting solutions for Fortune 500 companies. Currently serving as Senior Manager of Systems and Reporting at Align Technology, Nilima has led numerous high-impact initiatives at the intersection of data, finance, and technology, driving multimillion-dollar efficiencies and innovation across global operations.
Her core expertise lies in architecting enterprise-grade data infrastructures, leading cross-functional teams, and transforming raw data into actionable insights that directly influence business strategy. Notable achievements include the rapid and successful delivery of a $1.5M+ SAP Datasphere and Onestream integration project, optimization of AI-driven ETL pipelines reducing latency by 40%, and architecting a FinOps platform that enabled $500K in freight savings. Nilima’s efforts have directly contributed to 65% improvements in operational efficiency and 50% cost reductions through intelligent automation and strategic resource planning.
Nilima has also been instrumental in scaling analytics at Align, establishing the Finance Analytics Center of Excellence (COE) and delivering 100+ interactive Power BI dashboards across global business units. She has championed data governance, regulatory compliance, and change management enabling the smooth onboarding of commerce platforms, data migration strategies, and the successful execution of financial transformation programs. Her earlier roles at Deloitte Consulting and Capgemini involved groundbreaking implementations, including the world’s first SAP ERP-based Public Sector Collection platform at Florida Department of Revenue and the first SAP Bank Analyzer integration at PayPal. Across industries from tech and telecom to retail and government Nilima has consistently pushed boundaries to ensure organizations leverage data for strategic advantage.
Nilima holds a Bachelor of Engineering in Information Technology from Mumbai and is certified in Google Advanced Data Analytics and SAP BTP Datasphere. With deep technical fluency in tools such as SAP BW/HANA, Azure Data Lake, Power BI, Python, and AI-powered analytics, she blends technical prowess with executive communication and project leadership.

Nilima Rodrigues is an accomplished data engineering and analytics leader with over 19 years of experience delivering transformative data strategies and reporting solutions for Fortune 500 companies. Currently serving as Senior Manager of Systems and... Show more

Shmulik Davar

Shmulik Davar

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

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

Svein Waage

Svein Waage

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, Tolletaten og Mattilsynet. I dag er han Partner i Gritera-konsernet og daglig leder for Gritera Security som leverer sikkerhetsrådgivning.

Svein har over 15 års erfaring i sikkerhetsfaget hvor brorparten av karrieren er fra forsvarssektoren. Han har blant annet jobbet i Cyberforsvaret og Etterretningstjenesten, og hatt rollen som CISO for Forsvarsdepartementet, Utenriksdepartementet, To... Show more

Hugo Alejandro Beltrán Alejos

Hugo Alejandro Beltrán Alejos

Economista, Universidad de Lima; MsC Computación, Universidad de Chile. CEO & Founder de Inka Strategies. Relator y consultor internacional de ALIDE (Asociación Latinoamericana de Instituciones Financieras para el Desarrollo) en temas de gobernanza, calidad, gestión del cambio cultural, transformación digital, IA Generativa y Automatización de Procesos. Académico de pre y post grado en universidades chilenas y extranjeras.

Economista, Universidad de Lima; MsC Computación, Universidad de Chile. CEO & Founder de Inka Strategies. Relator y consultor internacional de ALIDE (Asociación Latinoamericana de Instituciones Financieras para el Desarrollo) en temas de gobernanza, ... Show more

Marco Kelderman

Marco Kelderman

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco verschillende grote bedrijfstransformaties ontworpen

Marco Kelderman is een ervaren Enterprise Architect bij AZL, met meer dan 25 jaar ervaring in de financiële sector. Hij behaalde een Master Degree in Enterprise IT Architecture aan de Antwerp Management School. Gedurende zijn carrière heeft Marco ve... Show more

Adam Hermann

Adam Hermann

I am Adam from Seyfor OneCore - Sales & Partnership Manager for OneCore Leasing Software. I help implementation partners to grow in the complex world of financial services ISV solutions.

I am Adam from Seyfor OneCore - Sales & Partnership Manager for OneCore Leasing Software. I help implementation partners to grow in the complex world of financial services ISV solutions. Show more

Wade Tetsuka

Wade Tetsuka

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

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

Vishal Gangarapu

Vishal Gangarapu

Vishal Gangarapu is an accomplished finance transformation leader with over 13 years of experience driving revenue growth and operational efficiency through data-driven strategies. Currently serving as Executive Director of Finance Data Analytics & Transformation at Mizuho Financial Group, Vishal leads enterprise-wide initiatives to modernize financial operations and integrate advanced analytics into strategic decision-making.
Throughout his career at organizations including Dell Technologies, Goldman Sachs, and North Highland Worldwide Consulting, Vishal has consistently delivered measurable business impact—from implementing pricing optimization models that increased margins by 50 basis points to developing financial data intelligence strategies that improved market share by 120 basis points. His expertise spans financial planning, data analytics, business architecture, and digital transformation across multiple industries.
A strategic thinker with technical acumen, Vishal leverages his skills in financial modeling, SQL, Python, EPM and business intelligence tools to translate complex data into actionable insights. His innovative approach to financial strategy has resulted in millions in cost savings and revenue generation for global organizations.
Vishal holds an MBA in Finance from Texas A&M University and a Bachelor of Technology from the Indian Institute of Technology Madras. He is a certified Scuba diver and avid traveler who has visited 44 US states and 10 countries.

Vishal Gangarapu is an accomplished finance transformation leader with over 13 years of experience driving revenue growth and operational efficiency through data-driven strategies. Currently serving as Executive Director of Finance Data Analytics & T... 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

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

Polina Patsulda

Polina Patsulda

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional customer experiences, leveraging her analytical background to ship complex B2B products that actually make difference.

Senior Product Owner with over 10 years of experience in tech and product management, specializing in FinTech, EdTech, and digital marketing. Adept at leading cross-functional teams to drive innovation, optimize workflows, and deliver exceptional cus... Show more

Ekanshi Srivastava

Ekanshi Srivastava

She is an operations strategist and Web3 trailblazer with 6+ years of experience across crypto, fintech, and banking. She specializes in building scalable backend systems, designing token liquidity strategies, and solving real-world pain points like tradability, treasury management, and compliance.

From navigating the chaos of 24/7 crypto markets to leading go-to-market strategies for emerging tokens, Ekanshi brings hands-on insights that aren’t found in textbooks or Twitter threads. She’s been instrumental in launching token ecosystems, setting up market-making infrastructure, and educating audiences on the lesser-discussed realities of crypto ops—including the scams, loopholes, and lessons no one talks about.

When she’s not working behind the scenes, she’s on the mic—decoding complexity, sharing case studies, and sparking real conversations about what it takes to make crypto work beyond the hype.

Topics she covers:

-Token Ops & Liquidity Playbooks
-Web3 Treasury & Inventory Management
-Crypto Taxation & Indian Compliance Realities
-Market Making from the Ground Up
-De-Risking Crypto Projects Operationally
-Tradability & Regulatory Blind Spots

She is an operations strategist and Web3 trailblazer with 6+ years of experience across crypto, fintech, and banking. She specializes in building scalable backend systems, designing token liquidity strategies, and solving real-world pain points like ... Show more

Martin Clausen

Martin Clausen

Martin is a Cyber & AI specialist at Jyske Bank with 20+ years of experience across blue-team defense, red-team offense, security architecture, and leadership. His driving passion is to rethink security and solve cyber challenges the right way—shifting the asymmetric advantage from attackers to defenders.

Martin is a Cyber & AI specialist at Jyske Bank with 20+ years of experience across blue-team defense, red-team offense, security architecture, and leadership. His driving passion is to rethink security and solve cyber challenges the right way—shifti... Show more

Stephan Simonidis

Stephan Simonidis

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

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

Enzo Villani

Enzo Villani

Enzo Villani is a serial entrepreneur and corporate strategist for Fortune 500 companies, startups, private equity funds, and fintech companies. Mr. Villani is the Founder, Chief Executive Officer of Alpha Transform Holdings and Founder of Alpha Liquid Terminal, the first all-In terminal to provide best-execution across all tradable assets.

Alpha Transform Holdings (ATH) has three distinct business lines. Asset Management and Venture Investing, this includes Alpha Sigma Capital Web 3 Fund and Alpha Liquid OTC Momentum Fund. ATH second business line are Products and Services that assist digital asset market participants. These products include Content Syndicate and Blockchain Wire. With over 4500 customers, Blockchain Wire is the leading press release news distribution in crypto.

Enzo is the founder of the Alpha Liquid Terminal, dedicated to creating a single terminal that can be leveraged across market participants for research, investing and trading in cryptocurrencies, RWAs, private share markets, equities, and options, empowered by AI.

Mr. Villani was Chief Strategy Officer of Transform Group. Transform Group represented the launch of over 47% of the alt-coin market capitalization in 2019 and was the head of international strategy and innovation at OKX.

Throughout his career, Enzo has raised $1B as a corporate strategist, private equity partner and M&A entrepreneur. Mr. Villani was co-founder of Nasdaq Global Corporate Solutions, and two strategic M&A consolidations focused in the areas of public company stakeholder solutions. Mr. Villani was Chief Strategy Officer representing over 10,000 public company including the Nasdaq 100, DJIA, and FTSE 50. Mr. Villani holds an MBA from The Johnson School at Cornell University.

Enzo Villani is a serial entrepreneur and corporate strategist for Fortune 500 companies, startups, private equity funds, and fintech companies. Mr. Villani is the Founder, Chief Executive Officer of Alpha Transform Holdings and Founder of Alpha Liqu... Show more

Jonna Keller

Jonna Keller

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on helping families protect and grow their wealth through tailored financial strategies involving insurance, estate planning, and portfolio management. Her approach prioritizes understanding each client’s goals, market conditions, and risk appetite over offering financial products.

Keller’s dedication to her clients runs deep. She always puts their best interests above commission-driven transactions or fees. This commitment has allowed her to cultivate long-lasting relationships based on transparency and trust. Clients rely on her for unbiased advice to secure their financial futures.

Serving primarily high-net-worth individuals, Keller offers an independent viewpoint on wealth management. She emphasizes education and mentorship, guiding clients through complex financial decisions with personalized plans shaped by her extensive investment experience. Her style is clear, direct, and free of hidden agendas.

A significant aspect of Keller’s expertise is family wealth planning. She helps clients design strategies that protect assets and enable smooth wealth transfer across generations. This involves tools such as asset protection trusts, wills, estate distribution plans, and tax-deferred insurance policies. Her plans also consider unexpected life events and long-term care to ensure clients are prepared for various possibilities.

Tax reduction planning is a key component of the services offered at FSI. Keller and her team work proactively to minimize tax burdens during clients’ working years and into retirement. This includes balancing capital gains and losses, advising on the timing of withdrawals from retirement accounts such as 401(k)s and IRAs, and helping clients manage tax brackets through long-term versus short-term capital gains strategies.

Retirement income planning is another critical area in which Keller provides tailored solutions. She assesses each client’s financial picture to develop reliable cash flow distribution plans. These strategies typically combine passive and active income streams, savings plans, and asset management tailored to individual needs.

Estate planning support is crucial for many of Keller’s clients, who often have diversified portfolios, including investments, real estate, and cash. She assists families in valuing their estates accurately and developing strategies to distribute assets efficiently while minimizing tax impacts.

Keller holds professional designations such as Accredited Investment Fiduciary (AIF®) and Chartered Retirement Planning Counselor (CRPC®), in addition to Series 7, 63, and 65 securities registrations. She has served as Chair of the Women’s Leadership Council and received accolades, including the AssetMark National Community Inspiration Award.

Beyond her professional work, Keller is deeply engaged in philanthropy. She volunteers extensively with the Boys and Girls Clubs of Sarasota County and has been recognized for her dedication. She also contributes to fundraising efforts for arts and education nonprofits like the Westcoast Black Theatre Troupe and Sarasota Pops Orchestra.

Outside her career and volunteer efforts, Keller enjoys spending time with loved ones, traveling, maintaining an active lifestyle, and cooking with fresh local ingredients. Her life reflects a commitment to integrity, thoughtful financial planning, and meaningful community involvement.

With a career spanning more than 25 years, Jonna Keller has become a trusted figure in wealth management as the Managing Partner and Owner of First Security Investment Inc. (FSI), a Sarasota, Florida-based financial services firm. FSI focuses on help... Show more

Mikel Ayala

Mikel Ayala

Leading the charge for Backpack in Europe, an ecosystem comprising Backpack Exchange, a fully regulated crypto exchange, Backpack Wallet, a self-custodial wallet, and Mad Lads, the top NFT community on Solana.

Brings 14+ years of experience working at global financial institutions, new ventures and regulated virtual assets service providers, lectures about Crypto at the College of Europe, the leading postgraduate school for European public policy, and is a proud MadLad.

Leading the charge for Backpack in Europe, an ecosystem comprising Backpack Exchange, a fully regulated crypto exchange, Backpack Wallet, a self-custodial wallet, and Mad Lads, the top NFT community on Solana. Brings 14+ years of experience workin... Show more

Andrew Rollins

Andrew Rollins

With 13+ years at Barclays, Deloitte and now at 3VRM, Andrew drives digital transformation through strategic expertise and global technology implementations

With 13+ years at Barclays, Deloitte and now at 3VRM, Andrew drives digital transformation through strategic expertise and global technology implementations Show more

Henry Gilbert

Henry Gilbert

Henry Gilbert, PhD is Head of AI & Data Infrastructure at Arta Finance, where he leads global teams building low‑latency trading pipelines, large‑scale data‑ingestion systems, and the LLM‑powered advisory agents that serve Arta’s clients. A former principal engineer in quantitative finance, Henry has spent the past year translating that rigor into safe, regulator‑ready large‑language‑model tooling for wealth management. He is a seasoned presenter, with talks ranging from deep‑tech LLM conferences to live investor demos, and is equally comfortable coding on the front line or steering cross‑functional engineering roadmaps. ​

Henry Gilbert, PhD is Head of AI & Data Infrastructure at Arta Finance, where he leads global teams building low‑latency trading pipelines, large‑scale data‑ingestion systems, and the LLM‑powered advisory agents that serve Arta’s clients. A former pr... Show more

Taisia Berg

Taisia Berg

My mission is to bridge the gap between people and technologies. With background in Physics & Innovation Management, I am passionated to create best market fit digital services highly valued by end-users. Leveraging cross-domain experience in both startup & enterprise environments, I’ve delivered products & projects in Banking, FinTech, Telecom and e-Commerce domain. Recently I started deep diving into ESG & CSR topics as continuation of my professional activities. Outside of working hours I am adept of healthy lifestyle, yoga & fitness practitioner.

My mission is to bridge the gap between people and technologies. With background in Physics & Innovation Management, I am passionated to create best market fit digital services highly valued by end-users. Leveraging cross-domain experience in both st... Show more

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