Finance & Banking

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

Pål Bendiksen

Pål Bendiksen

PB has been in the industry for more than 20 years. His work experience includes companies like Universal Music, Deloitte, DNV and 10 years at Microsoft. Since 2010 he has worked on cloud solutions, focusing on hybrid cloud and integration. Working at Microsoft, Azure naturally became the cloud of preference, but he has great passion for technologies that enables systems to cooperate across different cloud providers. His primary focus is his delivery to client and mentoring colleagues.

PB has been in the industry for more than 20 years. His work experience includes companies like Universal Music, Deloitte, DNV and 10 years at Microsoft. Since 2010 he has worked on cloud solutions, focusing on hybrid cloud and integration. Working a... Show more

Michael S Dougherty

Michael S Dougherty

“Agile Mike” has over 30 years of experience with software development and product leadership. He is published under the “Built for Success” column in CIO.com magazine and held the position of Vice President in the Agile Leadership Network. Michael has taught multiple SAFe courses for over the past five years to over 1000 people + certified SAFe SPC6, AWS Cloud Architect, ICP-CAT (Coaching Agile Transitions), ICP-ENT (Enterprise Agile coaching), AHF (Agility Health Facilitator), Scrum CSP (Certified Scrum Professional), and PMP (Project Management Professional).

During the past seven years, Michael has led the Agile transition for a billion-dollar contract with the US Government and overseen an annual Portfolio of over $100 Million, consisting of over 80 engagements with over 30 Scrum Masters. Michael led and contributed to two AI initiatives, seven digital transformations, nine SAFe engagements, and coached over 20 clients.

Michael has spoken during multiple public events and co-wrote a book called, "Shift: From Product to People" available on Amazon.

“Agile Mike” has over 30 years of experience with software development and product leadership. He is published under the “Built for Success” column in CIO.com magazine and held the position of Vice President in the Agile Leadership Network. Michael h... Show more

Sarah Warren

Sarah Warren

Sarah Warren is an entrepreneur based in Tallahassee, Florida, with a distinguished background in law and public finance. For more than ten years, she represented local governments and special taxing districts, guiding clients through complex bond financing transactions and infrastructure development projects. Her career has been defined by a reputation for practical legal solutions, strong business insight, and the ability to navigate intricate public finance matters. Today, Sarah applies her expertise to independent ventures she operates alongside her husband, Gabe.

Originally from Aspen, Colorado, Sarah graduated from Aspen High School in 2002 before attending Rollins College in Orlando, Florida. She earned a Bachelor of Arts in English with a minor in Communications, graduating cum laude in 2006. During her time at Rollins, she was an active member and president of the Kappa Kappa Gamma Sorority. She later attended Vanderbilt University Law School, earning her Juris Doctor in 2010, serving as Associate Editor of the Environmental Journal, and gaining valuable experience through the International Law Practice Clinic.

Sarah began her career at American Express in 2011, excelling in corporate account business development and ranking among the company’s top performers. In 2013, she returned to law as counsel for the Florida Department of Economic Opportunity, where she focused on community planning and strategic business development. This role deepened her knowledge of government operations and laid the foundation for her specialization in special districts.

In 2014, she joined Hopping Green & Sams, P.A., becoming a shareholder and working extensively with community development districts, stewardship districts, and real estate developers. She advised on public bidding, infrastructure construction, and tax-exempt bond financing. In 2022, Sarah joined Bryant Miller Olive P.A., continuing her work in public finance and collaborating with local governments, underwriters, and industry leaders to bring critical projects to fruition.

Outside of her professional achievements, Sarah Warren is active in the Urban Land Institute, contributing to leadership initiatives and educational outreach. A lifelong equestrian, she competed nationally, co-founded the Rollins College Equestrian Team, and continues to ride for pleasure. She also enjoys skiing, hiking, reading, and creative writing, pursuits that reflect her passion for both the outdoors and intellectual exploration.

Sarah Warren is an entrepreneur based in Tallahassee, Florida, with a distinguished background in law and public finance. For more than ten years, she represented local governments and special taxing districts, guiding clients through complex bond fi... Show more

Ben Goodman

Ben Goodman

Mr. Goodman is the Founder and CEO of CyRisk, a leading emerging cyber and privacy risk analytics platform. He has been dedicated to strengthening the risk posture of organizations around the globe for over 30 years. Mr. Goodman speaks frequently at conferences on emerging risk, AI, privacy and cyber insurance. He served on the Casualty Actuarial Society’s Cyber Risk Task Force and the Society of Actuaries Expert Panel on Catastrophic Cyber Risk. He co-authored “Security Posture-Based Incident Forecasting” published in the Casualty Actuarial Society’s journal Variance. His paper entitled “The Cyber Risk Ecosystem” won first prize for Applied Enterprise Risk Management at the Casualty Actuarial Society, Canadian Institute of Actuaries and Society of Actuaries.

Mr. Goodman is the Founder and CEO of CyRisk, a leading emerging cyber and privacy risk analytics platform. He has been dedicated to strengthening the risk posture of organizations around the globe for over 30 years. Mr. Goodman speaks frequently at ... Show more

Sean Farmar

Sean Farmar

With over 25 years of experience, Sean Farmar specializes in providing simple solutions for complex business requirements applying SOA and distributed computing principles inspired by Udi Dahan.

Sean runs Bosca Software Solutions Ltd. a boutique consulting company providing management and technical consulting related to product software engineering, custom project delivery, and training.

With over 25 years of experience, Sean Farmar specializes in providing simple solutions for complex business requirements applying SOA and distributed computing principles inspired by Udi Dahan. Sean runs Bosca Software Solutions Ltd. a boutique c... Show more

Ian Okumu

Ian Okumu

A Kotlin developer building Android, Server and Web applications.

A Kotlin developer building Android, Server and Web applications. Show more

Baudilio Zapata

Baudilio Zapata

Ingeniero de Sistemas, Especialista de Proyectos, Especialista en Gestión de Riesgos, Enterprise Agile Coach, Scrum Master y Coach Ontológico, con 20 años de experiencia laboral en el área IT en industrias TELCO, Retail, Bancos y Financieras.

Ingeniero de Sistemas, Especialista de Proyectos, Especialista en Gestión de Riesgos, Enterprise Agile Coach, Scrum Master y Coach Ontológico, con 20 años de experiencia laboral en el área IT en industrias TELCO, Retail, Bancos y Financieras. Show more

Geovani de León

Geovani de León

Docente Universitario, Ingeniero de Software en con 13+ años de experiencia en el área de análisis, desarrollo y arquitectura de software, en proyectos con entidades privadas y gubernamentales en Guatemala. Utilizando plataformas y tecnologías como ASP .NET, Entity Framework, Java, Spring Framework, Angular, Ionic Framework, Azure, Linux, PostgreSQL, Oracle, SQL Server, AWS y GCP. En la actualidad evangelizador de .NET Core.

Líder de la comunidad Tech Community (Guatemala)

Apasionado por las nuevas tecnologías, autodidacta y músico ocasional.

Docente Universitario, Ingeniero de Software en con 13+ años de experiencia en el área de análisis, desarrollo y arquitectura de software, en proyectos con entidades privadas y gubernamentales en Guatemala. Utilizando plataformas y tecnologías como A... Show more

Pino Decandia

Pino Decandia

I like organizations and the complex mechanisms that govern them. From business architectures to processes, from words to behaviors, I deal with business change. As an Agile Coach, I combine the Agile Manifesto principles with specific expertise and experience in medium to significant realities and transformation processes. I am pragmatic and concrete-oriented. I believe that:
- People can change; they do not oppose change but offer their vision. To be respected.
- Needs are the basis of behavior; if I want to help, I must allow them to be expressed clearly. And I must be the first to state my needs.
- Ideological battles are meaningless; it matters more to understand the problem and what can be done to solve it.

I like organizations and the complex mechanisms that govern them. From business architectures to processes, from words to behaviors, I deal with business change. As an Agile Coach, I combine the Agile Manifesto principles with specific expertise and ... Show more

Matthew Person

Matthew Person

Matt has over twenty years of experience helping companies create and capture enterprise value from both an organic and inorganic perspective. Matt founded boutique consulting firm Town Square Advisors where he created the proprietary Square Management System to facilitate improved performance through optimal organizational design methods framed around a concept called Constrained Indepence. A book, The Culture of Alignment, further detailing these concepts is pending publication.

In addition to Town Square Advisors, Matt has led global inorganic growth strategy/M&A for multiple private equity-backed portfolio companies, currently as a member of the executive team for Quickbase (a B2B work management SaaS provider) owned by Vista Equity. Prior, Matt established global Corporate Development departments for Green Street Advisors (CRE data and analytics SaaS provider owned TA Associates) and International Data Group "IDG" (B2B tech-focused market intelligence SaaS owned by Blackstone). During his tenure at IDG Matt led (6) transformative M&A transactions and was recognized as a Finalist for the prestigious Thought Leader of the Year awarded by the Alliance of M&A Advisors.

Matt also worked as a middle-market-focused investment banker with Capstone Partners and Tully & Holland and focused on sell-side mandates for privately held B2B SaaS and tech-enabled businesses.

Matthew's strategy and finance experience is complemented by his decade+ executive management tenure in professional sports managing Minor League Baseball franchises, several of which set multiple sales, attendance and merchandise records. During his sports tenure, Matt was recognized as a Rising Star Award Winner as a top “40 under 40” business professional by the Colorado Springs Business Journal. And, two franchises earned recognition as the Freitas Award Winner as “Best Triple-A” & “Best Double-A” Minor League Baseball Franchise by Baseball America.

A sought-after thought leader, Matthew has been featured throughout his career as a speaker in numerous trade, industry and association conferences, events and webinars and as a guest lecturer at the University of Colorado and Metro State College. A graduate of Colgate University, Matt also holds a Master of Business Administration (MBA) and a Master of Science in Finance (MSF) from Boston College. Matt is based in greater Boston, where he lives with his family. In his spare time, Matt enjoys traveling to new restaurants, competing in long-drive golf, attending stand-up comedy shows and pursuing his passion for classic cars.

Matt has over twenty years of experience helping companies create and capture enterprise value from both an organic and inorganic perspective. Matt founded boutique consulting firm Town Square Advisors where he created the proprietary Square Manageme... Show more

Yogi Miraje

Yogi Miraje

I'm a backend engineer turned ML engineer turned AI engineer, with 16 years of experience building intelligent systems. I hold a Master’s degree in Computer Science from Northeastern University in Boston, and I currently work as an AI Engineer in FactSet.

I'm also the host of AI Blindspot, a podcast where we explore the frontiers of artificial intelligence—and the blind spots we often overlook in its development and deployment.

With a strong foundation in systems engineering, deep technical fluency, and a product-minded approach, I focus on aligning autonomous agents with real-world user goals, emphasizing safety, control, and robust evaluation techniques.

I'm passionate about building AI that’s not just powerful, but grounded, aligned, and truly useful in practice.

I'm a backend engineer turned ML engineer turned AI engineer, with 16 years of experience building intelligent systems. I hold a Master’s degree in Computer Science from Northeastern University in Boston, and I currently work as an AI Engineer in Fac... Show more

Toddy Mladenov

Toddy Mladenov

Toddy has over 25 years of experience in software engineering and design, consulting, and product management for companies like Microsoft, T-Mobile, and SAP. He started his cloud journey 14 years ago as part of the Azure team. Since then, Toddy worked on large-scale cloud implementations using Azure and AWS by utilizing cloud-native technologies. Now, he is part of the Azure Cloud Native and Ecosystem team and is responsible for container supply chain security for Azure services and customers.

Toddy has over 25 years of experience in software engineering and design, consulting, and product management for companies like Microsoft, T-Mobile, and SAP. He started his cloud journey 14 years ago as part of the Azure team. Since then, Toddy worke... Show more

Emiliano Soldi

Emiliano Soldi

Emiliano è un professionista appassionato, che lavora in ambito IT e consulenza, da oltre venti anni.

Nasce come sviluppatore nei primi anni novanta. Ha poi guidato per quindici anni una società di consulenza e sviluppo software; periodo in cui è entrato in contatto diretto con approcci metodologici come Lean, Agile e di Change Management.
Competenze che ha consolidato nel tempo come Agile Enterprise Coach, facilitando diverse trasformazioni agili in ambiti Banking, Energy, Telco, Pharma, Automotive.
Oggi ricopre il ruolo di Business Agility Practice Lead in una primaria società di consulenza.

Ha partecipato come speaker a conferenze in italia e all'estero su temi inerenti Agile e Business Agility, Leadership e Project Management.

Emiliano è un professionista appassionato, che lavora in ambito IT e consulenza, da oltre venti anni. Nasce come sviluppatore nei primi anni novanta. Ha poi guidato per quindici anni una società di consulenza e sviluppo software; periodo in cui è ... Show more

Rana Gujral

Rana Gujral

Rana Gujral is a TED Speaker, a visionary entrepreneur and AI thought leader at the forefront of Artificial Intelligence (AI), Artificial General Intelligence (AGI), and Cognitive AI. As an authority in AI-driven decision-making, behavioral analytics, and voice intelligence, Rana’s work explores how advanced AI can understand, predict, and enhance human interactions.
He has delivered keynote speeches and expert panels at prestigious global events, including the World Economic Forum, CES, GovAI Summit, GITEX, TNW, AI Everything, LEAP, DSC Europe, WAICF, and TEDx, where he shares groundbreaking insights on AGI development, cognitive AI, deepfake detection, and ethical AI frameworks. His expertise spans predictive voice analytics, emotion AI, and AI-powered behavioral profiling, making him a sought-after speaker for technology conferences, AI summits, and enterprise innovation forums.
Rana is the CEO of Behavioral Signals, a company pioneering state-of-the-art AI-driven behavioral analytics that enables machines to comprehend and respond to human emotions with unprecedented accuracy.
Rana Gujral delivers compelling, future-focused keynotes that explore the intersection of AI, AGI, cognitive computing, and ethics, offering audiences cutting-edge insights into the future of intelligent machines.

Rana Gujral is a TED Speaker, a visionary entrepreneur and AI thought leader at the forefront of Artificial Intelligence (AI), Artificial General Intelligence (AGI), and Cognitive AI. As an authority in AI-driven decision-making, behavioral analytics... Show more

Emerson Taymor

Emerson Taymor

Emerson Taymor is an explorer who is currently the SVP of Design at InfoBeans. He co-founded the digital product studio, Philosophie, where he worked with enterprise executives and startup founders to launch over 300 digital products before it was acquired by InfoBeans in 2019. Emerson helps companies cut through the hype to deliver business results with AI.

https://linkedin.com/in/etaymor

Emerson Taymor is an explorer who is currently the SVP of Design at InfoBeans. He co-founded the digital product studio, Philosophie, where he worked with enterprise executives and startup founders to launch over 300 digital products before it was ac... Show more

Michael Jonsson

Michael Jonsson

Michael works as a Cloud Solution Architect at Microsoft Denmark, he is a former Microsoft Azure MVP.
Usually engaged in big projects, helping customers to modernize their IT estate and realizing cloud Journeys while enabling the workforce to innovate and give quick results.
With experience in most areas of Microsoft Infrastructure, he welcomes the Cloud and the new IT state it brings with PaaS, IaaS, Serverless, containers, Analytics, AI, generative AI, and all the open-source love it comes with.

For the past years, the focus has been withing Financial Industries and Michael is taking experiences from these big cloud projects and sharing them by speaking at various conferences.
Previous talks have been held at conferences like Techdays, Techx, Expertslive EU, Expertslive NL, and other community events. He also spends time as co-host of the Azure Skåne User Group (#AzureSkane) arranging meetups and boot camps, sometimes speaking.

Michael works as a Cloud Solution Architect at Microsoft Denmark, he is a former Microsoft Azure MVP. Usually engaged in big projects, helping customers to modernize their IT estate and realizing cloud Journeys while enabling the workforce to innova... Show more

Sheela Shankar

Sheela Shankar

I am a Full Stack Developer and Cloud Modernization enthusiast.
I work on building financial applications used by financial advisors to advise clients on their portfolios and give them insightful decisions to balance risk and reward and select the right retirement funds. Our team consists of a mix of full stack, dedicated backend and cloud specialists. Our team follows Agile practices, and is responsible for the cloud infrastructure, architecture, monitoring, and production support of the systems.

I am a Full Stack Developer and Cloud Modernization enthusiast. I work on building financial applications used by financial advisors to advise clients on their portfolios and give them insightful decisions to balance risk and reward and select the... Show more

Yuri Geronimus

Yuri Geronimus

Yuri Geronimus is a Senior Software Engineer and Technical Leader specializing in end-to-end payments infrastructure. He has designed and delivered systems across the full lifecycle of money movement — EMV-certified payment terminals, cloud-native gateways, and terminal management systems (TMS) — supporting 65K+ devices and processing 50M+ daily events. Known for taking systems from greenfield builds and modernizing 25-year-old legacy codebases.

At Verifone, Yuri tech-led the end-to-end development of next-generation Android payment terminals and backend infrastructure, building features for two major vendors across multiple product lines, covering both attended and unattended devices. He unified gateways, TMS platforms, and merchant platforms, modernized fleets of 50K+ terminals, and drove measurable business impact: 20% R&D cost savings, 6× faster delivery, and double-digit market-share growth — all under PCI DSS, EMV L3, and ISO 8583 compliance.

As a JetBrains Kotlin Early Access Program (EAP) Champion, he provides production feedback from regulated fintech systems (Android + server services) and de-risks upgrades and accelerates adoption of Kotlin in Verifone payment infrastructure.

His technical toolkit spans Java, Kotlin, C/C++, TypeScript/Node.js, and Python, Go, with expertise in Spring Boot, Kafka, Kubernetes, AWS, and databases including PostgreSQL, Oracle DB, MongoDB, and ClickHouse. He is recognized for building systems with strong observability, reliability, idempotency, reconciliation, safe migrations, and certification tooling — critical in compliance-heavy environments.

Earlier, Yuri engineered banking processes and IT service platforms under PCI DSS for leading European banks, serving 200K+ monthly active users. His solutions boosted service availability from 98% to 99.98%, cut MTTR by 5×, and improved RTO by 4×. He has received multiple global, EMEA regional, and national innovation awards.

Yuri Geronimus is a Senior Software Engineer and Technical Leader specializing in end-to-end payments infrastructure. He has designed and delivered systems across the full lifecycle of money movement — EMV-certified payment terminals, cloud-native ga... Show more

Rucha Chormunge

Rucha Chormunge

I am Rucha Chormunge, a passionate advocate for harnessing the power of AI to drive innovation in software development. As a public speaker and active community contributor, I enjoy sharing insights on how AI is transforming developer workflows and enabling smarter, more efficient coding practices. With hands-on experience in integrating intelligent tools into real-world projects, I am dedicated to empowering developers with practical knowledge to boost productivity and code quality.

I am Rucha Chormunge, a passionate advocate for harnessing the power of AI to drive innovation in software development. As a public speaker and active community contributor, I enjoy sharing insights on how AI is transforming developer workflows and e... Show more

Pallavi Thukral

Pallavi Thukral

Pallavi Thukral is a Software Engineer 2 at UKG (Ultimate Kronos Group) and a passionate builder of innovative, scalable systems. With a background that spans high-impact roles—including at BNY (Bank of New York) —Pallavi brings deep technical insight to complex challenges. Her academic brilliance was nationally recognized when she received the Gold Medal from the President of India, Droupadi Murmu, for topping her BTech program. Beyond the code, Pallavi is a global tech voice known for making complex ideas click. She blends real-world experience with a knack for storytelling, empowering developers to explore emerging technologies. Pallavi is driven by curiosity, clarity, and a commitment to elevate the craft of software engineering.

Pallavi Thukral is a Software Engineer 2 at UKG (Ultimate Kronos Group) and a passionate builder of innovative, scalable systems. With a background that spans high-impact roles—including at BNY (Bank of New York) —Pallavi brings deep technical insigh... Show more

Naki Jannet Dejo Vicente

Naki Jannet Dejo Vicente

Hola, soy Naki Dejo, líder técnica en el BCP con más de 6 años de experiencia en el desarrollo de sistemas distribuidos de alta transaccionalidad para el sector financiero. Me especializo en Java y tengo experiencia como arquitecta de soluciones y Scrum Master, roles en los que he liderado proyectos tanto legacys como modernos, incluyendo migraciones tecnológicas y el desarrollo de componentes. Actualmente, estoy enfocada en integrar la inteligencia artificial y la nube en soluciones empresariales escalables e inclusivas.

Hola, soy Naki Dejo, líder técnica en el BCP con más de 6 años de experiencia en el desarrollo de sistemas distribuidos de alta transaccionalidad para el sector financiero. Me especializo en Java y tengo experiencia como arquitecta de soluciones y Sc... Show more

Jônatas Paganini

Jônatas Paganini

Code hacker, cyclist, and blogger. I'm a pair programming evangelist. Locked on Vim motion key binds since 2007.

My highlight experiences involve performance and architecture. I built High Frequency Trading systems for years, processing millions of events per day.

I also worked in different domains and technologies including embedded systems, 3D printers, databases, web and mobile development.

Code hacker, cyclist, and blogger. I'm a pair programming evangelist. Locked on Vim motion key binds since 2007. My highlight experiences involve performance and architecture. I built High Frequency Trading systems for years, processing millions ... Show more

Mayank Raj

Mayank Raj

Mayank Raj helps organizations unlock the power of data storytelling and analytics through Power BI and low-code solutions. With extensive experience in finance transformation and executive dashboarding, he specializes in turning complex data into actionable insights that drive decisions. Mayank has delivered solutions across finance, subscription, and real estate domains, focusing on audit readiness, process optimization, and user adoption. Passionate about design and usability, he combines technical depth with business context to create dashboards that truly make an impact.

Mayank Raj helps organizations unlock the power of data storytelling and analytics through Power BI and low-code solutions. With extensive experience in finance transformation and executive dashboarding, he specializes in turning complex data into ac... Show more

Surya Naga Naresh Babu Juttuga

Surya Naga Naresh Babu Juttuga

Surya Naga Naresh Babu Juttuga is a Senior Data Engineer with over 15 years of experience designing and modernizing enterprise-grade ETL and cloud integration frameworks across healthcare, insurance, and financial sectors. He specializes in transforming legacy systems into scalable, cloud-first platforms using Informatica, AWS, and Snowflake, enabling organizations to unlock real-time analytics and improve operational efficiency.
At Corewell Health, Surya led the migration of Priority Health and Total Health Care datasets into a centralized Episode Treatment Group framework, integrating diverse healthcare data sources to drive clinical and operational insights. He engineered cloud-native workflows with AWS CDK and Step Functions, and developed automated data integrations with Salesforce that streamlined analytics and reporting.
Previously, at Mastech Digital, he designed end-to-end ETL frameworks for healthcare payor systems, ensuring compliance with HIPAA regulations and high data availability in mission-critical environments. During his tenure at IBM India, Surya directed large-scale migration initiatives for Fortune 500 clients such as Horizon BCBS, J.P. Morgan Chase, AMEX, and CHUBB Insurance, while leading global delivery teams through full project lifecycles.
Surya’s expertise spans Informatica (PowerCenter, IICS, DIH, IDQ), AWS-native services, Snowflake, Oracle, Teradata, and automation through PL/SQL, Shell Scripting, and Python. He is recognized for his ability to bridge technical complexity with business value, delivering solutions that support regulatory reporting, large-scale data warehousing, and performance optimization.
Throughout his career, Surya has been consistently recognized for operational excellence, technical leadership, and innovation. His work has enabled healthcare enterprises to scale analytics for millions of patients while reducing processing time and ensuring data governance compliance.

Surya Naga Naresh Babu Juttuga is a Senior Data Engineer with over 15 years of experience designing and modernizing enterprise-grade ETL and cloud integration frameworks across healthcare, insurance, and financial sectors. He specializes in transform... Show more

Biswanath Giri

Biswanath Giri

I am working as a Google Cloud Principal Architect and I have 16 years of IT industry experience, I am self-motivated & result-oriented with 6+ Years of experience as a Cloud Solution Architect with a proven track record in Solution Design for Cloud technologies in IT Infrastructure functions and Managed Services domain with migration strategies planned from on-prem to the cloud and As a Cloud Architect, I guide customers in their digital transformation journey to the cloud. My primary role is to design solutions that will help customers migrate, operate, deploy and optimize cloud-based Infrastructure, Applications, DevOps, and Databases. I also contribute to knowledge sharing and conducting training. I am also Google Cloud, AWS, Azure, and Terraform Associate Certified.

I am working as a Google Cloud Principal Architect and I have 16 years of IT industry experience, I am self-motivated & result-oriented with 6+ Years of experience as a Cloud Solution Architect with a proven track record in Solution Design for Cloud... Show more

Sonali Kothari

Sonali Kothari

Sonali Kothari is a dynamic and results-driven Remediation and Regulatory Data Strategy expert with over a decade of experience transforming enterprise data environments across global financial institutions. As a Technology Consulting Manager in FSO AI & Data at Ernst & Young (EY) in New York, she leads large-scale regulatory and compliance initiatives for Global Systemically Important Banks (GSIBs), with deep specialization in Anti-Money Laundering (AML), Basel III Risk Weighted Assets (RWA), CCAR, and FFIEC data quality frameworks.
Sonali is widely recognized for her ability to drive strategic innovation at the intersection of data management, regulatory intelligence, and advanced analytics. She has designed and executed high-impact solutions that integrate predictive modeling, automated anomaly detection, and AI-powered metadata governance, delivering measurable gains such as a 60% reduction in manual reconciliation, 20% improvement in reporting accuracy, and closure of high-risk Matter Requiring Immediate Attention (MRIA) findings for leading banks. Her methodologies have contributed to regulatory risk mitigation exceeding $10 billion in consolidated RWA impact.
With a proven track record of leading cross-functional global teams and delivering multi-million dollar programs, Sonali’s approach is marked by technical rigor, regulatory insight, and operational precision. She is proficient in a wide array of tools, including SQL, Python, Power BI, Tableau, SAP Analytics Cloud, and SAS, and excels at building robust data lineage frameworks, business rule engines, and performance KPIs for sustainable compliance and audit readiness.
Prior to EY, Sonali held leadership roles at Santander Bank, where she spearheaded the Credit Risk Data Warehouse (CRDWH) migration and led enterprise-wide remediation of systemic data quality issues, earning recognition for enabling a successful CCAR submission. She also brings experience from SEI Investments and Star Sports, where she managed financial automation, capital forecasting, and enterprise reporting transformations.
Academically, Sonali holds two master’s degrees—one in Information Systems Engineering & Management, and another in Computer Information Sciences, as well as a Postgraduate Diploma in Finance. Her scholarly work on AI in regulatory compliance, metadata management, and RegTech for financial inclusion has been published in peer-reviewed journals, and her leadership has been honored through multiple awards, including Bravo Awards, IEEE Senior Membership, and the TITAN Innovation Gold Award.
A passionate mentor and advocate for inclusive growth, Sonali dedicates time to career coaching for first-generation college students and leads financial literacy workshops for underserved communities. Her career exemplifies the fusion of analytics, compliance, and innovation, positioning her as a transformative force in today’s evolving financial landscape.

Sonali Kothari is a dynamic and results-driven Remediation and Regulatory Data Strategy expert with over a decade of experience transforming enterprise data environments across global financial institutions. As a Technology Consulting Manager in FSO ... Show more

Luan Oliveira

Luan Oliveira

Managing Director with a large experience in portfolio management focused on high-end technologies to enable digital product development and lean-agile techniques to improve organizational efficacy and efficiency.

+15 years’ experience in Finance, Telecom and Public Sectors playing different roles as Digital Transformation Leader, Delivery Manager, Technical Solutions Consultant, Technical Team Leader, Developer, Business Analyst and Agile Coach.

Innovation-driven professional, always looking for solutions based on feasible technology resources that result in more effective working relationships and have a positive impact on internal and external clients.

Managing Director with a large experience in portfolio management focused on high-end technologies to enable digital product development and lean-agile techniques to improve organizational efficacy and efficiency. +15 years’ experience in Finance,... Show more

Devdas Gupta

Devdas Gupta

Devdas Gupta is a seasoned technology leader with over 20 years of experience in architecting scalable, intelligent systems across the financial and enterprise technology landscape. As a Senior Manager of Software Development and Engineering Lead at Charles Schwab, USA, I lead strategic initiatives in cloud-native architecture, API platforms, AI-powered services, and platform modernization.

I’m a Senior Member of IEEE, a Fellow of BCS, and a Fellow of IETE. I actively contribute to the global technology community as a research paper reviewer, keynote speaker, hackathon judge, and mentor. My core expertise spans microservices, cloud platforms (GCP/AWS/PCF), C#/.NET, Python, and AI/ML, Agent AI—especially in building resilient, regulatory-compliant systems for mission-critical applications and platforms.

Passionate about innovation, I drive engineering excellence, enterprise services integrations and automation-led development. In addition to my technical leadership, I volunteer in IEEE committees and serve as a professional assessor and thought leader, helping shape the next generation of engineers and intelligent digital solutions.

Devdas Gupta is a seasoned technology leader with over 20 years of experience in architecting scalable, intelligent systems across the financial and enterprise technology landscape. As a Senior Manager of Software Development and Engineering Lead at ... Show more

Jean-Pierre Rizzi

Jean-Pierre Rizzi

I have been in the Salesforce ecosystem since 2018. I started as a functional consultant and I have evolved into a Project Manager/Director. I still like being hands-on with the product though.
I have been making informational content for a while now, mainly articles and webinars for my former company (CLOUDITY). I have been speaking at several Dreamin events since 2019. I have 19 certifications.
I don't have a specific area of expertise, I have worked a lot on Sales Cloud and Service Cloud, and on many quite advanced custom data models. This is also why I love Solution architecture, and I have the ambition to become a Certified Architect very soon I hope! As I used to work in Finance, I am very fond off Financial Services Cloud, for which I am certified.
I have been the Leader of the Paris Slack Community Chapter since December 2024.

I have been in the Salesforce ecosystem since 2018. I started as a functional consultant and I have evolved into a Project Manager/Director. I still like being hands-on with the product though. I have been making informational content for a while n... Show more

Erick Bourgeois

Erick Bourgeois

Passion for providing self-service tooling and automation to platform users.

Passion for providing self-service tooling and automation to platform users. Show more

Please note that Sessionize is not responsible for the accuracy or validity of the data provided by speakers.

Join Speakers Directory

Join our Speakers Directory today and amplify your reach! Showcase your expertise to a global audience hungry for your insights. Let your voice be heard!

Create Profile