Finance & Banking

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

Daniel Pries

Daniel Pries

Daniel Pries is a polyglot engineering manager who loves the science of telling electrons how to behave across a metal substrate, so that it brings people together. Whether its creating experiences for customers, solving unique technology problems, or coaching engineers to be the best versions of themselves.

For 8 hours a day, I have the unique privilege of running a DevEx and Tooling organization at M&T Bank. I spend the other 16 hours on many amazing adventures and side quests with my wife and our five amazing children.

Daniel Pries is a polyglot engineering manager who loves the science of telling electrons how to behave across a metal substrate, so that it brings people together. Whether its creating experiences for customers, solving unique technology problems, ... Show more

Suryaprakash Nalluri

Suryaprakash Nalluri

SuryaPrakash Nalluri is an accomplished cybersecurity executive, mentor, and thought leader with over 20 years of experience leading high-impact security initiatives in the banking and financial services industry. As a Senior Vice President at a global financial institution, he drives large-scale programs in application security, DevSecOps, and software supply chain protection. A passionate advocate for secure-by-design principles and AI-driven threat detection, SuryaPrakash has led global teams, developed innovative solutions, and holds multiple patents in security automation and data governance. He is also the creator of DVTA (Damn Vulnerable Thick Client App), a widely adopted platform for training in desktop application security. Beyond his technical expertise, SuryaPrakash is deeply committed to mentoring the next generation of cybersecurity professionals. He regularly coaches emerging leaders, contributes to research as a journal editorial board member and peer reviewer, and supports industry-academic collaboration through workshops, conferences, and mentoring programs. Known for his collaborative leadership style and focus on building high-performing, security-aware teams, SuryaPrakash empowers mentees to grow both technically and strategically in their cybersecurity careers.

SuryaPrakash Nalluri is an accomplished cybersecurity executive, mentor, and thought leader with over 20 years of experience leading high-impact security initiatives in the banking and financial services industry. As a Senior Vice President at a glob... Show more

Gino Leandro Leon Gonzaga

Gino Leandro Leon Gonzaga

Líder de agilidad en una compañía del sector seguros y coordinador de la comunidad de práctica ágil a nivel corporativo en un grupo financiero regional. Con experiencia como Product Owner, Scrum Master, Agile Coach y actualmente como Chapter Lead, ha acompañado procesos de transformación desde distintos niveles. Es coach ontológico profesional y Agile Coach certificado, con un enfoque que combina agilidad, estrategia y desarrollo de liderazgo desde una mirada crítica y evolutiva del rol del agilista.

Líder de agilidad en una compañía del sector seguros y coordinador de la comunidad de práctica ágil a nivel corporativo en un grupo financiero regional. Con experiencia como Product Owner, Scrum Master, Agile Coach y actualmente como Chapter Lead, ha... 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

Jamie Trull

Jamie Trull

Jamie Trull is a Financial Literacy Coach and Profit Strategist who helps small business owners understand the finance side of their business. Prior to becoming an online entrepreneur, Jamie spent her career rising in the ranks of Finance Leadership in the Coca-Cola System. After leaving the Corporate world in search of a more balanced and fulfilling life, Jamie leveraged her background and her CPA designation to serve women-owned businesses as a Virtual CFO. Recognizing that there was a lack of truly accessible and understandable financial education resources for small business owners, Jamie pivoted her business toward creating resources to help fill that gap and impact more people. Today Jamie has helped tens of thousands of business owners feel more confident about their finances through her resources and programs.
Jamie recently founded a second business, Power in Numbers, which is a marketplace designed to allow small business owners to access digital products and services offered by a variety of financial professionals.

Jamie Trull is a Financial Literacy Coach and Profit Strategist who helps small business owners understand the finance side of their business. Prior to becoming an online entrepreneur, Jamie spent her career rising in the ranks of Finance Leadership ... 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

Denis Coffaro

Denis Coffaro

Denis joined Morgan Stanley in March, 2023 as an Enterprise Architect within Tech Strategy. In this role, he partners with the divisional architecture groups maturing the architectural culture and enabling Tech Strategy and Modernization initiatives across the firm.

Prior to joining Morgan Stanley, Denis served as a Director of Transformation & Innovation for the Royal Bank of Canada (RBC). In that role, he was responsible for architecture frameworks, enablement pipelines and product/service lines for Private and Public Cloud. Prior to that role, Denis led the firms first DevOps Program that included the introduction of Agile, Application and Infrastructure Modernization and Developer Productivity initiatives. In both roles, he was an active advocate for developer productivity, architecture as a service and open-source initiatives.

Denis passionate about client impact, delivering value and maturing the organization by bringing technology and business together.

Denis joined Morgan Stanley in March, 2023 as an Enterprise Architect within Tech Strategy. In this role, he partners with the divisional architecture groups maturing the architectural culture and enabling Tech Strategy and Modernization initiatives ... Show more

Ionut Sontea

Ionut Sontea

Ionut Sontea is an experienced Agile Organizational Coach with more than 12 years’ experience working in different agile roles from Scrum Master to Agile Coach.

Working in the Head-Office team of Agile Coaches that supports the change of the entire Group into an adaptive organization.

While extensively supporting 2 of the Raiffeisen Network Banks in their overall adaptive transformation, he has worked on all levels of the organization, wearing different hats based on the needs: change agent, organizational coach, scrum master, personal coach, team coach, trainer or mentor.

In his role he is working with different areas of the organization from platform to product and customer journey teams, helping business and IT work together in their agile journey.

Ionut Sontea is an experienced Agile Organizational Coach with more than 12 years’ experience working in different agile roles from Scrum Master to Agile Coach. Working in the Head-Office team of Agile Coaches that supports the change of the enti... Show more

Alan Shannon

Alan Shannon

Alan is a seasoned technology leader with 20+ years in digital transformation and operational excellence across the investment banking sector. Spearheading multimillion-pound initiatives in technology change, pricing and regulatory compliance in the UK, Europe, and the US, he's known for driving strategy and commercial success using disruptive technology and customer-centric delivery.

Alan is a seasoned technology leader with 20+ years in digital transformation and operational excellence across the investment banking sector. Spearheading multimillion-pound initiatives in technology change, pricing and regulatory compliance in the ... 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

David Asamu

David Asamu

David is a Senior DevOps Engineer / Technical Manager with a strong background in software engineering. He leverages his diverse expertise to consult for both local and international companies, with a particular focus on startups. David brings significant experience from the FinTech industry, where he has honed his skills in designing and implementing robust, scalable cloud solutions. Passionate about knowledge sharing and community building, he actively volunteers and speaks at technology events, contributing to the growth of the tech ecosystem.

David is a Senior DevOps Engineer / Technical Manager with a strong background in software engineering. He leverages his diverse expertise to consult for both local and international companies, with a particular focus on startups. David brings signif... Show more

Jason Kobus

Jason Kobus

Started in Systems and Security Engineering, shifted into Enterprise Risk and Privacy, and been building API platforms for the last 15 years for banks and fintechs. My motivations include using APIs as value accelerators, working with startups to drive innovation with the right guardrails, and connecting companies in new ways.

Started in Systems and Security Engineering, shifted into Enterprise Risk and Privacy, and been building API platforms for the last 15 years for banks and fintechs. My motivations include using APIs as value accelerators, working with startups to dr... Show more

Andrei Moskalev

Andrei Moskalev

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including Healthcare, Cybersecurity, Finance & Human Resource. Andrei is a strong advocate for youth engagement in technology & organized global "Kids in Technology" bootcamp series, inspiring children to explore the possibilities of technology through hands-on learning.

Andrei Moskalev is the CEO of Integrated Technology Laboratory LLC and the founder of several innovative ventures & continues to channel his passion for technology into creating cutting-edge solutions across diverse industries, including Healthcare, ... Show more

Vinod Goje

Vinod Goje

Vinod is a influential technology leader at the forefront of AI applications in the financial sector. With a deep passion for artificial intelligence, he has extensive expertise in developing and implementing LLMs and GenAI systems. Vinod's innovative work focuses on leveraging these cutting-edge technologies to transform market analysis, risk assessment, and trading strategies. He is a strong advocate for ethical AI and responsible implementation of AI solutions in sensitive financial environments. Vinod's expertise extends to architecting cloud-scale AI/ML platforms, where he consistently pushes the boundaries of what's possible in financial technology. As an avid explorer of open-source AI technologies, he is committed to harnessing the power of data-driven insights to drive innovation in global markets. His unique blend of AI expertise and financial acumen establishes Vinod as a thought leader.

Vinod with his extensive experience in high-frequency, low-latency fixed-income electronic trading platforms excels at aligning business goals with technology strategies to maximize product value, translating complex strategies into effective engineering solutions. Committed to quality and efficiency, Vinod focuses on empowering cross-functional teams, delivering incremental features, and consistently seeking stakeholder feedback. He is adept at leading the design of complex architectures and finding workable solutions through practical experimentation and proofs of concept (POCs).

Beyond his professional work, Vinod is a strong advocate for community knowledge sharing. He writes for InfoQ on AI, ML, and Data Engineering.

Vinod is a influential technology leader at the forefront of AI applications in the financial sector. With a deep passion for artificial intelligence, he has extensive expertise in developing and implementing LLMs and GenAI systems. Vinod's innovativ... Show more

Brian O’Kane

Brian O’Kane

Brian O'Kane serves as the distinguished President and CEO of the O'Kane Group of Companies and as the head of Klarke Investments, managing a diverse real estate portfolio that includes multi-family buildings, office spaces, commercial properties, and industrial sites. With over twenty years of leadership, his extensive knowledge in financial management, cost accounting, and financial modeling has established him as a key figure in real estate development and investment.

In 2002, Brian founded several property development and contracting firms, significantly contributing to the transformation of Calgary's urban landscape. His role as President of Vectus from 2011 to 2015 was marked by strategic oversight of numerous redevelopment projects and the launch of new construction initiatives, significantly enhancing the city's development.

Before his immersion into real estate, Brian was pivotal in leading an oilfield equipment manufacturing company through a significant growth phase, culminating in its successful sale to an American competitor in 2001. His subsequent executive positions included CEO of Capitan Overlay Technologies, where he led a significant turnaround, and Vice President and CFO of Flotek Industries, where he spearheaded expansion and introduced innovative technological advancements.

Brian's early career involved managing the financial operations at Cassola Management, overseeing a conglomerate of 32 companies across various sectors. He also served as State Finance Manager for the Salmat Group in Australia, responsible for the financial operations of the group's New South Wales division.

Originally from Toronto, Brian moved to Sydney, Australia, at the age of seven but returned to Canada in 1991, settling in Calgary after living in Vancouver and Edmonton. He graduated with a Bachelor of Economics from Macquarie University and obtained professional accounting designations in Australia and Canada.

Brian's passion for the outdoors is evident in his love for rally racing, skiing, and boating. These activities cater to his adventurous spirit and allow him to engage with the stunning natural environment that Calgary and its surroundings offer.

Deeply committed to his community, Brian actively supports mental health and animal welfare initiatives. He advocates for pet-friendly living spaces and shares his life with Benny, a rescued dachshund, and two cats, reflecting his commitment to animal welfare.

Family is central to Brian’s life, especially his cherished time with his two grandchildren. Despite the geographical distance, they are an integral source of joy and are always a highlight of family gatherings.

Brian O'Kane's career and personal life blend professional excellence, individual passion, and community involvement. His story is a testament to his ability to lead in business while maintaining a profound commitment to his family and community, making him a respected and inspiring figure in his industry and beyond.

Brian O'Kane serves as the distinguished President and CEO of the O'Kane Group of Companies and as the head of Klarke Investments, managing a diverse real estate portfolio that includes multi-family buildings, office spaces, commercial properties, an... Show more

Vinicius Andrade

Vinicius Andrade

Vinicius is a Product Manager at iBanFirst, where he leads client experience for the company’s web platform and mobile app. With a focus on UX/UI, Open Finance, Authentication, and Foreign Exchange (FX), he is dedicated to delivering seamless and innovative solutions for B2B clients in the fintech space.

Previously, Vinicius gained experience at Stone, Startupbootcamp, and Accenture’s Innovation Lab, working on Open Banking APIs, innovation strategies, and entrepreneurship. He has also built several products leveraging AI, including an automatic translation platform integrated with OpenAI and a bulk payment processor.

Vinicius is a Product Manager at iBanFirst, where he leads client experience for the company’s web platform and mobile app. With a focus on UX/UI, Open Finance, Authentication, and Foreign Exchange (FX), he is dedicated to delivering seamless and inn... Show more

Vinay Kumar Sankarapu

Vinay Kumar Sankarapu

Vinay Kumar Sankarapu is the Founder and CEO of Arya.ai. He did his Bachelor's and Masters in Mechanical Engineering at IIT Bombay. His research was in Deep Learning and published thesis on CNNs in manufacturing. He started Arya.ai in 2013 when he was in IIT B, along with Deekshith to democratize Deep Learning. Since then, Vinay had been working with multiple enterprise in regulated industries like Banks, Insurers and Financial Services.

Vinay Kumar also leads the R&D of AryaXAI product. He wrote multiple guest articles on ‘Responsible AI’, ‘AI usage risks in BFSIs’ and ‘AI Governance framework’. He presented multiple technical and industry presentations globally - Nvidia GTC (SF & Mumbai), ReWork (SF & London), Cypher (Bangalore), Nasscom(Bangalore), TEDx (Mumbai) etc. He was the youngest member of ‘AI task force’ set up by the Indian Commerce and Ministry in 2017 to provide inputs on policy and to support AI adoption as part of Industry 4.0. He was listed in Forbes Asia 30-Under-30 under the technology section.

Vinay Kumar Sankarapu is the Founder and CEO of Arya.ai. He did his Bachelor's and Masters in Mechanical Engineering at IIT Bombay. His research was in Deep Learning and published thesis on CNNs in manufacturing. He started Arya.ai in 2013 when he wa... Show more

Nenad Crnčec

Nenad Crnčec

I am a seasoned software architect with over two decades of experience, specializing in enterprise architecture within the international banking sector. I am providing enterprise, data and domain architecture consulting as well as leading digital banking initiatives in European banking sector. In this role, I collaborate with stakeholders across the bank on its digital transformation journey, leading initiatives that include the redesign of digital banking architecture and business architecture alignment. I work with a large, collaborative teams of over 20 development squads, encompassing around 200 people, to achieve these objectives.

I was an Enterprise Architect at International banking group headquarters. There, I collaborated with the Enterprise Architecture Management team on defining architecture principles and application solutions at the group level. I was the lead architect for implementing Event-Driven Architecture across the group's head office and network in 13 countries. My work set the standards for architecture principles and governance within the organization.

As part of efforts to introduce new architectural practices I lead numerous lectures and workshops as part of upskilling and enablement effort.

In addition to my roles in established financial institutions, I am the founder and CEO of a consulting and development company focused on digital transformation in the banking and fintech sectors. The company is involved in consulting services, system analysis, data architecture, and project management, and is currently developing an internal AI project to foster innovation in digital transformation.

I am a seasoned software architect with over two decades of experience, specializing in enterprise architecture within the international banking sector. I am providing enterprise, data and domain architecture consulting as well as leading digital ban... Show more

Julian Kanjere

Julian Kanjere

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

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

Roberto Delgado Castro

Roberto Delgado Castro

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

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

Priscilla Orozco-Garcia

Priscilla Orozco-Garcia

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

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

Eva Padilla

Eva Padilla

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

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

Marcell Markus

Marcell Markus

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

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

Koushal Dutt

Koushal Dutt

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

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

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

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

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

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

Shyam Balagurumurthy Viswanathan

Shyam Balagurumurthy Viswanathan

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

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

Stacey Feldman

Stacey Feldman

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

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

Peter Nolan

Peter Nolan

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

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

Rishi Bhatnagar

Rishi Bhatnagar

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

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

Engr. Abdul-Rahman Mahmood

Engr. Abdul-Rahman Mahmood

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

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

Tanumoy Samanta

Tanumoy Samanta

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

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

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