At Best Startup US we track over 1,000,000 US startups and over 3 million people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top California based Vice President operating in the Financial Services space. If you think a Vice President is missing from this list, feel free to contact our editor on editor@beststartup.us.
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Oren Yunger
Vice President of GGV Capital
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About GGV Capital, Silicon Valley CISO Investments: GGV Capital is a global venture capital firm that invests in local founders.
Tiffany Luck
Vice President of GGV Capital
Tiffany Luck joined GGV Capital in 2018 and is focused on enterprise software. Prior to joining GGV, Tiffany was with Morgan Stanley’s Technology Investment Banking Group in Menlo Park where she worked on several major transactions, including GitHub’s recent sale to Microsoft for $7.5 billion. Prior to Morgan Stanley, Tiffany spent time at Amazon and worked with several venture-backed startups. Tiffany received a BS from the University of Virginia and an MBA from the Wharton School of the University of Pennsylvania.
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About GGV Capital: GGV Capital is a global venture capital firm that invests in local founders.
David Grenetz
Vice President of Global IT of GGV Capital
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About GGV Capital: GGV Capital is a global venture capital firm that invests in local founders.
David Faugno
Executive Vice President of Accel
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About Accel, Qualtrics: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
Helen Hua
Vice President, Talent COE of Insight Partners
Helen joined Insight in 2017 to lead executive networking, best practices and other executive talent initiatives across the Insight portfolio. Prior, Helen was a Principal at True Search, an international executive search firm. At True, she led and drove executive searches across scaling venture and private-equity backed technology companies. Helen started her career at the U.S. Security and Exchange Commission’s office of Enforcement in their Office of Market Intelligence in Washington, D.C. She graduated with honors from Smith College, with dual degrees in American Studies and Government. Helen is a food enthusiast, always searching for the best restaurants, food stands and farmers markets in New York and the Bay Area.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
James Wood
Vice President, Pricing Strategy of Insight Partners
James joined Insight in 2019 as a Vice President. He works closely with portfolio companies to drive growth, maximize value capture and optimize their go-to-market approach through pricing and packaging strategy improvements. Prior to joining Insight, James was Head of Pricing at Segment, designing and owning implementation of their packaging and pricing model from Series B through Series D. Before this he was a strategy consultant specializing in pricing and go-to-market strategy at Simon-Kucher and Partners. He worked on 40+ engagements, mostly in software and subscription businesses, for their London and San Francisco offices. James is originally from Bristol, UK, and graduated from the University of Manchester with a BSc in Business Management. In his spare time, James enjoys soccer, concerts, skiing, mountain biking, traveling and spending time with his family back across the pond.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Sara Ahmed Holman
Vice President of Innovation Endeavors
Sara Ahmed Holman currently works as the Vice President for Innovation Endeavors. She previously worked at Sprogs as the Board of Directors.
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About Innovation Endeavors: Innovation Endeavors invests in visionary founders, transformational technology, and emergent ecosystems for a new world.
Ali Jordan
Vice President of Innovation Endeavors
Ali Jordan currently works as the Vice President for Innovation Endeavors. She previously worked at Diane von Furstenberg as the West Coast PR Director.
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About Innovation Endeavors: Innovation Endeavors invests in visionary founders, transformational technology, and emergent ecosystems for a new world.
Linda Yu
Vice President & Investment Director of SoftBank Vision Fund
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About SoftBank Group, SoftBank Vision Fund: SoftBank Vision Fund specializes in growth capital and social impact investments.
Ryan Lucas
Vice President of SoftBank Vision Fund
Ryan is the Vice President at SoftBank Investment Advisers. Prior to joining SoftBank in 2018, Ryan was a Senior Consultant at EY where he focused on operational due diligence in the Technology and Consumer Product industries. Ryan began his career at EY as a Consultant and supported clients in the Financial Services industry.
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About SoftBank Vision Fund: SoftBank Vision Fund specializes in growth capital and social impact investments.
Rachel Manson
Vice President of Marketing of Lightspeed Venture Partners
Rachel Manson currently works as the Vice President of Marketing for Lightspeed Venture Partners. She previously worked at Cutline Communications as the Vice President.
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About Lightspeed Venture Partners: Lightspeed Venture Partners is a venture capital firm that engages in consumer, enterprise, technology, and cleantech markets.
Ravali Parsa
Vice President of Fifth Wall
Ravali Parsa currently works as the Vice President for Fifth Wall. She previously worked at KKR & Co. Inc. as the MBA Summer Associate.
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About Fifth Wall: Fifth Wall is a venture capital firm that focuses on technologies for the global real estate industry.
Josh Schwartz
Vice President of Fifth Wall
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About Fifth Wall: Fifth Wall is a venture capital firm that focuses on technologies for the global real estate industry.
Katherine Miller
Vice President of Fifth Wall
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About Fifth Wall: Fifth Wall is a venture capital firm that focuses on technologies for the global real estate industry.
John Giannuzzi
Vice President, Merchant Banking Division of Goldman Sachs
John is a vice president at Goldman Sachs in the Merchant Banking Division. In this role, John leads investments in growth stage enterprise technology companies, with a specific focus on software. He serves on several technology company boards. John joined Goldman Sachs in 2010 in the Investment Banking Division.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mike Herman
Vice President of Goldman Sachs
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About Girard Securities, Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Patrick Morrison
Vice President of Khosla Ventures
Patrick Morrison is Vice President of Talent at Khosla Ventures, where he works across the portfolio advising entrepreneurs on executive search and talent strategy. Prior to Khosla Ventures, Patrick led executive search for Adobe’s $7B Digital Media business, as well as its Cloud Technology organization. He joined Adobe from Korn Ferry, a leading organizational consulting firm, where he managed C-suite search engagements for marquee consumer digital and enterprise technology clients. Before Korn Ferry, Patrick was a Principal at Bespoke Partners, a boutique search firm that partnered exclusively with Venture Capital and Private Equity clients. He began his career as an attorney at a business litigation firm in San Diego. Patrick holds a JD from University of San Diego School of Law and a BA from Arizona State University, where he graduated Summa Cum Laude. He was born in Arizona but lives in San Francisco, where he’s perennially cold.
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About Khosla Ventures: Khosla Ventures is a venture capital firm that focuses on environmentally friendly tech, internet, computing, mobile, and silicon tech.
Bryan Mason
Vice President and Head of Network of True Ventures
Bryan is the Chief Business Officer at VSCO, working to grow VSCO next lines of revenue. He’s an entrepreneur, investor, and advisor – putting time and money into companies like About.me, Medium, Blue Bottle, Lumi, and Matilda. He started Typekit in 2009. Adobe bought it in 2011. While at Adobe, he managed business operations for the launch of Creative Cloud. He was the Chief Operating Officer Adaptive Path, a user experience firm (acquired by Capital One). At Adaptive Path, they made the analytics tool Measure Map, which sold to Google. He’s worked with smart people in all kinds of settings, like the Salt Lake Olympics, The White House, Lincoln Center Theater, Blogger and Twitter.
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About True Ventures, VSCO: True Ventures is a venture capital firm that invests in early-stage technology startups.
Bryan Mason
Vice President and Head of Network of True Ventures
Bryan is the Chief Business Officer at VSCO, working to grow VSCO next lines of revenue. He’s an entrepreneur, investor, and advisor – putting time and money into companies like About.me, Medium, Blue Bottle, Lumi, and Matilda. He started Typekit in 2009. Adobe bought it in 2011. While at Adobe, he managed business operations for the launch of Creative Cloud. He was the Chief Operating Officer Adaptive Path, a user experience firm (acquired by Capital One). At Adaptive Path, they made the analytics tool Measure Map, which sold to Google. He’s worked with smart people in all kinds of settings, like the Salt Lake Olympics, The White House, Lincoln Center Theater, Blogger and Twitter.
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About True Ventures, VSCO: True Ventures is a venture capital firm that invests in early-stage technology startups.
Christiaan Vorkink
Vice President of Platform of True Ventures
Christiaan joined True in 2008 and today manages the True network, including all services, resources, and events that support and connect founders and employees in the True portfolio. Previously, he was a senior analyst in the venture research group at Cambridge Associates and worked in network development at BrightRoll, an early True portfolio company. His first full-time job after college was teaching junior high and high school history. While he is no longer teaching in the traditional context, he has maintained lifelong interests in education, collaboration, and helping others be the best versions of themselves. Outside of the office, Christiaan is a proud husband and father of two, an enthusiastic creator and consumer of plant-based food, and an avid supporter of three of four of Boston’s major pro sports teams. He is a graduate of Yale and MIT. Christiaan also serves on the board of trustees of YMCA Camp Belknap, a summer camp for boys which he attended and where he worked for a dozen years as a young adult. Robert Fulghum says he learned all he really needed to know in kindergarten; Christiaan says the same about Belknap.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Christiaan Vorkink
Vice President of Platform of True Ventures
Christiaan joined True in 2008 and today manages the True network, including all services, resources, and events that support and connect founders and employees in the True portfolio. Previously, he was a senior analyst in the venture research group at Cambridge Associates and worked in network development at BrightRoll, an early True portfolio company. His first full-time job after college was teaching junior high and high school history. While he is no longer teaching in the traditional context, he has maintained lifelong interests in education, collaboration, and helping others be the best versions of themselves. Outside of the office, Christiaan is a proud husband and father of two, an enthusiastic creator and consumer of plant-based food, and an avid supporter of three of four of Boston’s major pro sports teams. He is a graduate of Yale and MIT. Christiaan also serves on the board of trustees of YMCA Camp Belknap, a summer camp for boys which he attended and where he worked for a dozen years as a young adult. Robert Fulghum says he learned all he really needed to know in kindergarten; Christiaan says the same about Belknap.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Amanda Lincoln Mann
Vice President of Finance of True Ventures
Amanda Lincoln Mann joined the True Ventures finance team in 2015 as Controller. Previously, Amanda spent over six years in Ernst & Young’s assurance practice, where she served clients primarily in the technology and retail industry. She is a Certified Public Accountant, has a Bachelor’s Degree in accounting from Seattle University, and has a Master’s Degree in accounting from the University of Notre Dame. Outside of work, Amanda enjoys spending time with her husband and twin daughters, crafting, and planning her next trip to visit her family in Alaska.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Amanda Lincoln Mann
Vice President of Finance of True Ventures
Amanda Lincoln Mann joined the True Ventures finance team in 2015 as Controller. Previously, Amanda spent over six years in Ernst & Young’s assurance practice, where she served clients primarily in the technology and retail industry. She is a Certified Public Accountant, has a Bachelor’s Degree in accounting from Seattle University, and has a Master’s Degree in accounting from the University of Notre Dame. Outside of work, Amanda enjoys spending time with her husband and twin daughters, crafting, and planning her next trip to visit her family in Alaska.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Kris Snodgrass
Vice President of Talent of Norwest Venture Partners
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About Norwest Venture Partners: Norwest is a global venture capital and growth equity investment firm that specializes in venture and growth equity companies.
Ellie Javadi
Vice President | Head of Communications, PR, Marketing of Norwest Venture Partners
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About Norwest Venture Partners: Norwest is a global venture capital and growth equity investment firm that specializes in venture and growth equity companies.
Whitnie Narcisse
Senior Vice President of First Round Capital
Whitnie Narcisse is a Senior Vice President at First Round Capital.
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About First Round Capital: First Round is a venture capital firm that specializes in providing seed-stage funding to technology companies.
Annis Steiner
Vice President, Marketing of Bain Capital Ventures
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About Bain Capital Ventures, Chief: Bain Capital Ventures invests in seed to growth-stage startups that uses tech to disrupt existing markets or create entirely new ones.
Victor Chen
Vice President of CapitalG
Victor joined CapitalG as an associate in 2016. Prior to Google, Victor worked as an associate at Goldman, Sachs & Co. in the firm’s Technology, Media and Telecom Investment Banking Group in San Francisco. Victor graduated in 2012 with a B.A. in Economics from UC Berkeley.
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About CapitalG: CapitalG is the growth capital fund financed by Alphabet that invests for profit in growth stage technology companies.
Kathryn Karacozoff
Vice President, Growth & Marketing of CapitalG
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About CapitalG: CapitalG is the growth capital fund financed by Alphabet that invests for profit in growth stage technology companies.
Todd Graham
Vice President of Venrock
Todd is based in our Palo Alto Office where he focuses primarily on enterprise infrastructure and cybersecurity. He is very passionate about the intersection of technology and business. His main areas of interest include digital transformation, human-based threats, disruptive go-to-market, and the consumerization of the user experience. In his career, Todd has alternated between startups and large infrastructure vendors. Most recently, he led Corporate Strategy for Cisco’s Security and Collaboration businesses where he developed long-range business strategy for product and go to market while also driving inorganic activities such as the acquisition of Duo Security. Earlier in his career, he led the IT Business Management product group at VMware. Using experience gained at VMware, Todd co-founded Bluenose Analytics to help product and customer success leaders better familiarize with their customers. He also founded a Data Loss Prevention company that was acquired by EMC’s security division, RSA, while attending the University of Michigan (Go Blue!). Outside of work, Todd can be found with his family exploring the wilds of San Francisco, attending youth soccer games, and celebrating children’s birthdays. In what remains of his spare time, he enjoys carpentry, coding, and all things Canadian.
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About Venrock: Venrock is a venture capital firm investing in technology and healthcare companies.
Julie Park
Vice President of Venrock
Julie Park is a Vice President at Venrock.
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About Venrock: Venrock is a venture capital firm investing in technology and healthcare companies.
Paul Kohli
Vice President of Investment Operations of Mayfield Fund
Paul Kohli is responsible for deal structuring and execution for Mayfield Fund’s global investment activities. Paul has over a decade of investment and operational experience in the venture capital industry. Paul joined Mayfield Fund in 2004 as an analyst and was promoted to director of investment operations in 2007. He works closely with the firm’s investment professionals in the U.S. and India and serves as a valuable resource to the firm’s portfolio companies. Prior to joining Mayfield Fund, Paul worked for Selby Venture Partners for four years where he managed the investment activities, fund operations (including fund structuring, administration and investor relations), and worked closely with several portfolio companies. Paul holds a BA in history from Santa Clara University.
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About Mayfield Fund: Mayfield is a global VC firm focusing on inception and early-stage investing in enterprise, consumer, and engineering biology companies.
Paul Farber
Associate, Vice President of TPG Growth
Mr. Farber is an Associate based in San Francisco. Mr. Farber joined TPG Growth in 2015. Previously, he worked at Lazard as an Investment Banking Analyst in the Global Power, Energy & Infrastructure Group.
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About TPG Growth: TPG Growth specializes in growth equity and middle-market buyout opportunities.
Dan Flanegan
Vice President Of Product of Snowball Money
Entrepreneur, product guy, mobile expert, gamer, dad & film nut. Co-founder at Butter, an app to make new friends through photos and messaging. The app creates meaningful friendships by connecting people from all over the world who share similar interests. In 2007 founded Brand Anywhere, a mobile marketing agency that managed the mobile campaign strategy and execution for brands including Comcast, Qualcomm, UC Berkeley Fund, Ronald McDonald House Charities, and Meguiar’s Auto to name a few. Also directly managed mobile campaigns for P&G with an emphasis on youth focused female brands including CoverGirl, Tampax and Herbal Essences. In 2005 co-founded Soapbox Mobile, a mobile marketing platform provider. As CEO was responsible for the company’s vision and mission of helping companies improve customer engagement through mobile. Instrumental in creating a next generation mobile marketing and CRM platform that has powered the mobile campaigns of numerous brands including Levis, MobiTV, Guinness, The Vans Warped Tour, Procter & Gamble, W Hotels, General Motors and many others. Soapbox was acquired in 2007.
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About Butter, SHEnetics, Snowball Money: Snowball Money operates as a crypto investment automation platform that provides access to professionally curated portfolios.
Alex Caluza
Vice President of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Trina Van Pelt
Vice President, Senior Managing Director of Intel Capital
Trina Van Pelt is Vice President & Senior Managing Director of Intel Capital; Vice Chair of its Investment Committee; and Chair of its diversity & inclusion investing initiative. She focuses on investments in artificial intelligence, autonomous things, mobility management, sports technology, and data centric business models. Trina currently serves on multiple, early to growth stage, portfolio company boards (Cognitive Scale, GoodData, Mighty Networks, Moovit, Paxata). In February 2019, she was named to the Power 200 list of the world’s most influential data economy leaders. She is a sought out advisor to Intel’s executive team on transformational growth strategies for Intel’s data centric businesses. Van Pelt has more than 23 years of experience in technology investments, M&A, strategic planning and business development. She has led more than 85 technology acquisitions and investments worth >$50B over the course of her career, spanning the computing, communications, software, IoT and mobile industry segments. She has built, developed, led, inspired and managed large teams of investors and strategic business development professionals negotiating equity and complex buy-and sell-side transactions and partnerships. Before joining Intel in 2004, Van Pelt was a director of corporate development at CNET Networks and an investment associate at TA Associates. She began her career in investment banking at Lehman Brothers and Ernst & Young’s financial advisory services group. She holds a bachelor’s degree in business administration from the University of Michigan and earned a master’s degree in management from the Graduate School of Business at Stanford University.
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About Intel Capital: Intel Capital invests in innovative startups targeting cloud and AI infrastructure, cybersecurity, and other disruptive technologies.
Larry Godec
Senior Vice President & Chief Information Officer of First American
Larry Godec is Senior Vice President and Chief Information Officer of First American Financial. In that capacity, Godec oversees the strategic architecture, business process management, applications development, data center operations, infrastructure and core technologies that support the business. Godec started with First American in 1999 as the Chief Information Officer for First American Tax Service Company located in Dallas, Texas. In 2001, he moved to the corporate office in Santa Ana, California as the Chief Information Officer for First American Title Insurance Company. Godec has more than 25 years of experience in all facets of information technology. Prior to First American, Godec held senior technology management positions at Nissan North America and Dr Pepper/Seven-up. Godec has a B.S. in Mathematics from Colorado State University. He has been involved in numerous professional and community organizations including Southern CA CIO Forum, CIO Executive Governing Board, Society of Information Managers, Data Administration Management Association and Software AG International Users Group, where he served as president for two years.
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About Avasant, First American: First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
Mark E. Rutherford
Senior Vice President, Human Resources of First American
Mark Rutherford joined First American in June 2008 as senior vice president of Human Resources. In this role, he leads a team of professionals who support more than 15,000 employees in the U.S. and abroad. A seasoned human resources leader, Rutherford has extensive experience in the functional components of HR, including organizational design, strategic planning, compensation, talent acquisition, benefits, executive coaching, and leadership development. Prior to joining First American, Rutherford was a principal of Baypoint Partners, a Southern California-based consulting firm, where he worked with a diverse set of clients from industries that include technology, software, manufacturing, consumer products, mortgage banking, and data information. His background also includes serving as vice president, Human Resources for global storage company Quantum Storage Solutions Group and as senior director, Human Resources at Western Digital Corporation. Rutherford holds a bachelor’s degree in journalism from the University of Georgia, as well as a master’s degree in organization development.
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About First American: First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
Rico Mallozzi
Vice President & Head Of Platform of Sapphire
Rico collaborates with Sapphire Ventures’ portfolio companies to help them achieve scale and operational excellence via go-to-market and business development support. He works closely with Sapphire’s portfolio on initiatives around defining customer segmentation, modifying sales processes, and building demand generation. Rico also developed and leads Sapphire’s SV Explorer platform which serves as a digital platform to better connect corporate executives with Sapphire’s unique network of startups. Rico’s experience in the technology industry spans across multiple functional areas. He began his career working at start-ups in the renewable energy industry and more recently held positions at Cisco and SAP. Throughout his career at SAP, he served in roles as an analyst in corporate development, sales strategy manager in APJ (Singapore) and strategic projects manager for the Office of the CEO at Ariba. Rico’s last role at SAP was on the strategic business development team, a small team created by SAP’s North American CEO to help SAP’s largest customers and partners define their digital transformation strategy. Rico has also supported social entrepreneurs in Indonesia and Sri Lanka in developing business models for social venture funds. Rico has a bachelor’s in finance and economics and graduated summa cum laude from Bryant University. He has an MBA from The University of Notre Dame Mendoza School of Business where he was a Provost Fellowship Award recipient. Rico has lived and worked in Italy, Indonesia, Sri Lanka, Singapore and Thailand. When not working you can find Rico running along the Embarcadero and chasing his mischievous dog at Crissy Field.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Jane Lee
Vice President of Sapphire
Jane Lee joined Sapphire Ventures in the summer of 2018 as an investment associate, helping analyze potential new investments and assisting existing portfolio companies. Prior to joining Sapphire Ventures, Jane was an investment banking analyst at Deutsche Bank, where she worked on numerous equity, debt and M&A transactions across software, internet and hardware verticals. Jane graduated with a double major in economics and statistics from the University of California, Berkeley. Born in Beijing, China and raised in the Bay Area, Jane is also fluent in Mandarin.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Thomas Moon
Vice President of Sapphire
Thomas joined Sapphire Ventures in the summer of 2017 and focuses on the firm’s fund investments in the United States and internationally. As part of the team, he helps conduct due diligence on current and potential investments for Sapphire Ventures’ fund portfolio. Prior to joining Sapphire Ventures, Thomas worked at Tufts University underwriting a multitude of different investment strategies for the university’s endowment. Thomas received a BA in economics with honors from Tufts University. Born in New York City, Thomas has also lived in Hong Kong, South Korea and Switzerland.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Katie Bukstein
Vice President, Talent of Sapphire
Katie (Bukstein) Halimi is the Vice President of Talent at Sapphire Ventures, LLC.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Kevin Burke
Vice President, Strategy of Sapphire
Kevin Burke is the Vice President of Strategy at Sapphire.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Vincent Gao
Vice President of WI Harper Group
Vincent Gao focuses on investments in the Telecom, Media and Technology (TMT) space. Prior to joining WI Harper, he worked as an associate at Tuspark Holding Co., Ltd, where he was responsible for TMT and Clean Tech investments. Vincent has over 7 years of experience in the high technology industry, direct investment, and startups. Prior to Tuspark, Vincent worked as a tech manager at Cisco Systems Company, where his responsibility is managing the tech team to solve customer’s technical problems. Vincent holds an MBA degree from Tsinghua University and a B.E. from Shanghai Jiao Tong University.
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About WI Harper Group: WI Harper Group is a venture capital firm that focuses on early and expansion investments in Mainland China, Taiwan and Silicon Valley.
Mark Hexamer
Vice President, Talent and Recruiting of Summit Partners
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Deborah T. Lower
Vice President, Administration of Summit Partners
Deborah T. Lower joined Summit Partners in 1997. Prior to Summit, she worked for Transamerica Corporation, Transamerica Investment Services and Watt Industries. Deborah works in Summit’s Menlo Park office.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Deborah T. Lower
Vice President, Administration of Summit Partners
Deborah T. Lower joined Summit Partners in 1997. Prior to Summit, she worked for Transamerica Corporation, Transamerica Investment Services and Watt Industries. Deborah works in Summit’s Menlo Park office.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Prahalad Thota
Senior Vice President, Head of Enterprise Analytics & Data Science of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Avid Modjtabai
Senior Executive Vice President & Head of Consumer Lending of Wells Fargo
Avid Modjtabai is a senior executive vice president and head of consumer lending for Wells Fargo & Company. In this role she is responsible for home lending, auto lending and consumer credit. Avid Modjtabai is a 21-year veteran of Wells Fargo where she has served in a number of diverse leadership roles. Prior to her current role she was the chief information officer and head of the technology and operations group with responsibility for the core technology functions of the company including data centers, enterprise architecture, application development, information security and technology governance. Avid Modjtabai has served as Wells Fargo’s director of human resources, led the Internet Services Group and held management positions in consumer deposits and the investment group. Before joining Wells Fargo, she was a consultant with McKinsey & Company where she focused on strategy initiatives in financial services. Avid Modjtabai was named one of the “Most Powerful Women in Banking” and the “Top 25 Women to Watch” by U.S. Banker and the American Banker. She received the “Ellis Island Medal of Honor,” for her outstanding personal and professional achievements and her commitment to preserving the richness of heritage. She serves on the board of trustees for The Branson School and is an advisory member of the Columbia Business School Social Enterprise Program and Stanford Center on Longevity. Avid Modjtabai holds a master’s degree from Columbia University and a bachelor’s degree from Stanford University. As a member of Avnet’s board of directors, Avid Modjtabai serves on the Audit Committee and Corporate Governance Committee.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Hope A. Hardison
Senior Executive Vice President, Chief Administrative Officer, and Human Resources Director of Wells Fargo
Hope A. Hardison, Senior Executive Vice President, Chief Administrative Officer (CAO), and Human Resources Director assumed her CAO role in September 2015. She has been HR Director since September 2010. As CAO, Hardison manages Human Resources, Corporate Communications, Marketing, Government & Community Relations, the Innovation Group, and Enterprise Data & Analytics, overseeing the company’s brand, communications, reputation management, and stakeholder engagement efforts. In her role as Human Resource Director, Hardison leads a team that develops and implements people strategies to support Wells Fargo’s business objectives, as well as the management of compensation and benefits, human resource service centers, systems and payroll, finance, team member relations and assistance, talent management, learning and development and diversity for more than 266,000 Wells Fargo team members. Hardison is a 22-year veteran of Wells Fargo. From 2008 to 2010, she served as the head of Compensation and Benefits and was responsible for managing benefits, executive and team member compensation and mergers and acquisitions. She also managed international team member compensation and benefit programs. She has held numerous finance, strategic planning and compensation roles since joining Wells Fargo in 1993. She holds a bachelor’s degree in economics from Swarthmore College and has done graduate work in applied economics and statistics at the University of California, Santa Cruz
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Steven Macko
Executive Vice President and Head of Technology, Media & Telecom of Wells Fargo
Steven Macko leads the Industries Group at Wells Fargo Capital Finance, which includes Technology Finance, Specialty Finance, Lender Finance, and Flatiron Capital. Macko joined Wells Fargo Capital Finance in 1998 and established its San Francisco office in 1999. Prior to joining Capital Finance, Macko spent several years at Ernst & Young, PWC, and Strome Investment Management, an alternative investment strategy hedge fund. He holds a bachelor’s degree in business economics from the University of California, Santa Barbara.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Laura Fontana
Vice President, Product Strategy, Distributed Ledger Technology Program of Wells Fargo
Laura Fontana is currently a vice president and product strategist for Wells Fargo’s Innovation Technology team. She is responsible for supporting the distributed ledger technology program, exploring promising commercial opportunities across Wells Fargo’s diversified businesses and with a variety of business partners and consortia in the larger financial services industry.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Brian Pearce
Senior Vice President, Enterprise Artificial Intelligence of Wells Fargo
Brian Pearce is senior vice president of enterprise artificial intelligence at Wells Fargo. During his time at Wells Fargo, he and his teams have led large, multichannel efforts such as mobile remote deposit, Apple Pay, P2P payments, transfers, bill pay, and the launch of an online brokerage platform, and he previously served as the head of the mobile banking function.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Geanie Asante
Vice President, Value Stream Delivery Manager of Wells Fargo
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About OAACC, University of the Cumberlands, Wells Fargo, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Michael J. Loughlin
Senior Executive Vice President and Chief Risk Officer of Wells Fargo
Senior Executive Vice President and Chief Risk Officer Michael J. Loughlin oversees all risk-taking activities at Wells Fargo, including credit, market, operational, compliance, information security (including cyber risk), and financial crimes risk management. He is also involved in issues such as liquidity, capital, profit planning, and compensation. As the leader of the Corporate Risk group, which includes 5,000 team members, he serves on the Wells Fargo Operating and Management Committees and is based in San Francisco. Mike assumed his role as chief risk officer in 2006. Previously, he was responsible for credit approval, policy, and reporting for Wholesale Banking. A banking professional with 36 years of experience, he joined the company in 1986 after Wells Fargo acquired Crocker Bank. Before serving as head of credit for Wells Fargo Wholesale Banking, he was responsible for the private banking business of Private Client Services, headed systems and operations for the Wholesale Banking unit, and held other positions within Commercial and Corporate Banking including head of U.S. Corporate Banking and Regional Vice President in the Santa Clara Valley Regional Commercial Banking Office. He received his bachelor’s degree from the University of California at Berkeley. Mike serves on the board of directors for Students Rising Above, an organization dedicated to helping low-income, first-generation college students realize their potential by guiding and supporting them through college graduation and into the workforce.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Kimarie Matthews
Senior Vice President, Wells Fargo Virtual Channels Social Care & Capabilities of Wells Fargo
As the senior vice president, social for Wells Fargo’s digital channels group, Kimarie Matthews is responsible for leveraging social technologies to extend Wells Fargo’s ability to support customers, including servicing customers in social channels, building customer community and testing concepts to bring bankers and customers together in social environments. Her programs deliver business benefits that include increased customer satisfaction and brand sentiment and increased website traffic through organic search results.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Daniel Ayala
Global Remittance Services Group Head, Executive Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Albert Hwu
Vice President, International Treasury Consultant of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Bonnie Saunders
Vice President,National Client Service Manager of Wells Fargo
Bonnie Saunders serves as vice president of national client service manager at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jason G. Pollack
Vice President; Public Power Relationship Manager of Wells Fargo
Jason Pollack is a Vice President on the Public Power team within Wells Fargo’s Government and Institutional Banking group. As the west coast Relationship Manager, he is responsible for new business development and client management for western region municipal utilities.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
John Shrewsberry
Senior Executive Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Cristal Brawley
Vice President ,Senior Content Strategist, User Experience Design Lead of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Brook Hinchman
Vice President of Oaktree Capital Management
Brook Hinchman is the Managing Director at Oaktree Capital Management, L.P.
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About Oaktree Capital Management, Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Tullio Purtill
Vice President of Providence Equity Partners
Tullio Purtill joined at Providence Equity Partners as Vice President in 2017.Tullio is an Associate at ABS Capital Partners. His investment interests and experience include technology-enabled services, eCommerce and consumer technologies. Prior to joining ABS Capital in 2013, Tullio was an analyst with GCA Savvian where he worked on numerous growth capital and M&A transactions in the technology industry. His experience includes capital raises for high growth Internet and eCommerce businesses, as well as multi-billion dollar cross-border M&A transactions. Earlier in his career, Tullio was an analyst with Bank of America Merrill Lynch.
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About Bank of America, Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Jeff Thomas
Senior Vice President, Head of Western US Listings & Capital Markets of Nasdaq
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Jack Cassel
Vice President, New Listings & Capital Markets of Nasdaq
Jack Cassel is the Vice President of New Listings and Capital Markets at Nasdaq. In this role, Jack oversees all new listings and switches for the Western US. Prior to joining Nasdaq, Jack was a Vice President at GrowthPoint Technology Partners, a boutique investment bank that provides M&A and strategic advisory services to technology companies around the globe. At GrowthPoint, Jack executed dozens of technology mergers and acquisitions with an emphasis in software, enterprise IT, financial technology and IT services. Prior to joining GrowthPoint, Jack was a Director of Enterprise Sales for Reputation.com, the world’s leading provider of online reputation products and services. Prior to Reputation.com, Jack worked for Morgan Stanley in the Private Wealth Management group in San Francisco. Preceding his entry into the business world, Jack played Major League Baseball for the San Diego Padres and Houston Astros. While playing baseball, Jack also co-founded Players for the Planet – a non-profit organization that utilizes professional athletes to promote environmental awareness. He currently serves as a board member. Jack holds an MBA from the University of Southern California and studied Communications at Loyola Marymount University.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Bernard Machlovitch
Senior Vice President of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Adam Aranda
Vice President of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Kenneth Chan
Senior Vice President of Macquarie Group
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Michael Cortez
Vice President of YL Ventures
Michael Cortez is the Vice President at YL Ventures, is a member of the investment team, focusing much of his time on business development for current portfolio companies. In addition to BD and other value-add activities, Michael is heavily involved in investment due diligence, industry research, and the continued expansion of the firm’s U.S. platform.
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About YL Ventures: YL Ventures funds and supports seed-stage entrepreneurs in the cybersecurity sector.
Adam Gassin
Vice President of Spectrum Equity
Adam joined the firm in 2017 and is a Vice President. Prior to joining Spectrum, Adam worked in the technology practice at McKinsey & Company. He holds BS and BA degrees, summa cum laude, from Brigham Young University, and an MBA from Harvard Business School, where he graduated as a George F. Baker Scholar.
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About Spectrum Equity: Spectrum Equity, a private equity firm, provides capital and strategic support to internet, software, and information services companies.
Simon Shen
Vice President of Ares Management
Simon Shen joined Silver Lake in 2012 as an Associate. Previously, he worked as a Generalist at Goldman Sachs in San Francisco, where he focused on the Healthcare space. Mr. Shen graduated with highest honors from the University of California, Berkeley with a B.S. in Business Administration from the Haas School of Business and a B.A. in Economics.
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About Ares Management: Ares Management is a global alternative asset manager focusing on credit, private equity, and real estate.
Alex Zhang
Vice President of Redpoint
Alex joined Redpoint in 2015. He focuses on early-stage investments in China. Prior to joining Redpoint, Alex was an investment director with Ceyuan Ventures. Previously, Alex was a business development director at Tencent and a product manager at Google China. Alex earned his bachelor and master degrees in computer engineering from Tsinghua University.
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About Redpoint: Redpoint Ventures partners with visionary founders to create new markets or redefine existing ones at the seed, early, and growth stages.
Kyle Liu
Vice President of Redpoint
Prior to joining Redpoint, Kyle was a Senior Associate with Fosun Kinzon Capital, where he was involved with investments in Dream Castle, Kongming, Iveno, and 100NJZ. Kyle has been awarded 30+ patents in the field of 4G Mobile technologies. Kyle holds a bachelor’s degree in electrical engineering from Xiamen University, an M.Phil in ECE from Brunel University in the United Kingdom, and an MBA from China European International Business School.
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About Redpoint: Redpoint Ventures partners with visionary founders to create new markets or redefine existing ones at the seed, early, and growth stages.
Christian V. Bergmann
Vice President of Partnerships of Migo
Christian V. Bergmann is the VP of partnerships at Migo.
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About Migo: Migo is a cloud-based platform that allows customers to use loans, make purchases, and withdraw cash without the need for plastic cards.
Julian King
Senior Vice President of Marketing and Corporate Development of Xoom
Julian King joined Xoom in 2005 and is the company’s Senior Vice President of Marketing and Corporate Development. He runs marketing, advertising, public relations, business development and strategy. Julian came to Xoom from EarthLink, where he was Vice President of Marketing and Products for the PeoplePC Online business, and was instrumental in growing it to more than a million paying subscribers. From 1992 to 2000, Julian worked at Procter & Gamble, most recently as Marketing Director. Julian holds a Bachelor of Science degree in Chemical Engineering from the Massachusetts Institute of Technology.
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About Xoom: Xoom is a digital money transfer company that allows users to securely transfer money online.
John Somorjai
Executive Vice President, Corporate Development of Salesforce Ventures
John Somorjai is the Executive Vice President of Corporate Development & Salesforce Ventures at salesforce.com. Since 2005, he has been leading the evaluation, deal execution and integration of mergers and acquisitions, and investments. John’s team has helped bring the company into significant new growth areas through acquisitions including Exact Target, Radian6, Buddy Media, Heroku, Jigsaw, Instranet, and Rypple, and also brought onboard a number of key leaders. In addition, his team has made investments in more than 100 technology companies located in the US, Canada, Japan, UK, France, Germany, China, and Israel.
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About Salesforce Ventures: Salesforce Ventures invests in the next gen of enterprise tech to help companies connect with their customers in entirely new ways.
Jennifer Lo Chan
Vice President Digital Platforms Marketing of BlackRock
https://www.forbes.com/profile/jennifer-lo-chan/ https://www.forbes.com/sites/alexandrasternlicht/2018/05/19/this-under-30-just-raised-11-million-to-market-a-i-based-presentations/
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About BlackRock: BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Akash Pradhan
Vice President of TPG
Akash Pradhan works across TPG Capital and TPG Growth focusing on Technology, Media, and Telecommunications (TMT) investments, and is based in San Francisco. He previously worked in TPG Capital’s TMT group from 2013-2015. Akash has been or is currently involved with TPG’s investments in Box, DreamBox, GreenSky, Renaissance Learning, and Zscaler. Prior to joining TPG, he worked at merchant bank Raine in New York. Akash holds an MBA from Harvard Business School and a BS in Business Administration, Summa Cum Laude, from UC Berkeley.
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About TPG: TPG is a private investment firm that manages capital across a family of funds.
Andrew Cohen
Vice President – Global Digital Product Marketing of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Chackan Lai
Vice President, Risk Advisory & Innovation of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Tom Purves
Vice President, Product Architecture of Visa
Tom Purves is a Senior Director for Visa Inc. & V.me by Visa checkout product, where he is responsible for developing future of mobile and online form factors for credit and debit cards in the digital world. Previously, Tom was co-creator of Interac Email Money Transfers, used daily by millions of Canadians. Tom is also recognized as an international speaker, conference organizer and community leader in the tech/startup scene.
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About Interac, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Stephanie Ericksen
Senior Vice President, Operational Resilience of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Mike West
Vice President – Business and Government Disbursements of Visa
Mike West serves as vice president of business and government disbursements at Visa.
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Simon Hurry
Vice President of Visa
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About Visa, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Abhi Arunachalam
Vice President of Battery Ventures
Abhi is the Managing Partner at Alkeon, enterprise-infrastructure investing on the West Coast in sectors such as cloud infrastructure, cybersecurity and big-data analytics. He has more than 12 years of operational and investment experience. Abhi is currently involved in Battery investments including Databricks, Expel, Fungible, InfluxData, Jask, JFrog, and Streamsets. Before joining Battery, Abhi was a partner at Intel Capital, the investment arm of chip giant Intel Corp., where he focused on early- and growth-stage investing in areas including big-data analytics, mobile/IoT and broader infrastructure. At Intel Capital, he helped lead investments in category-defining companies such as Recon Instruments (acquired by Intel), EyeFluence (acquired by Google), iZettle, Urban Airship, Inrix and Brit+Co. He also served as a board observer at Kaltura, CashStar and Apperian. Prior to Intel Capital Abhi spent over six years at Qualcomm Research in various operational roles. He built the industry leading APM solution for mobile handsets and backbone networks. Abhi was also involved with the incubation and design of Qualcomm’s LTE technology and managed strategic partnerships with OEMs, infrastructure vendors and carriers. Abhi holds an MS in computer science from the State University of New York at Buffalo and an MBA, with honors, from the UCLA Anderson School of Management.
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About Alkeon Capital, Battery Ventures: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Justin Da Rosa
Vice President of Battery Ventures
Justin is a VP in Battery’s San Francisco office who focuses on consumer internet and software investments. Previously, Justin was an investor at growth equity firm TCV, where he focused on growth investments in consumer-internet and software companies. He helped lead TCV’s investments in Peloton, Klook, TripAdvisor, and Sojern, and was actively involved with the firm’s portfolio, including companies such as Netflix, Rover, Varsity Tutors, and Zillow. Prior to that, he was an investment banking analyst within the Global Technology Group at Credit Suisse. He also previously worked as an analyst at Steamboat Ventures. Justin received his B.S. in business administration from the Marshall School of Business at USC, graduating cum laude.
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About Battery Ventures: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Rebecca Buckman
Vice President, Marketing Communications of Battery Ventures
Becky leads Battery’s communications and content-strategy efforts. She joined the firm in 2013 after running her own strategic-communications practice providing branding, positioning and media-related services to Silicon Valley investment firms and high-tech startups. Prior to that Becky worked for many years as an award-winning business journalist, including ten years at the Wall Street Journal in its New York, San Francisco and Hong Kong bureaus. She covered topics including Wall Street, technology and Asian economics and trade. At the Journal, Becky’s reporting was honored by groups including Amnesty International, the Newswomen’s Club of New York and the American Association of University Professors. She was a finalist for the Gerald Loeb Award in 2007. After leaving the Journal, Becky joined Forbes as a senior editor, where she covered small and large technology companies and specialized in writing about venture capital. Previously in her career she wrote for the Dow Jones News Service and the Indianapolis Star, where she was a Pulliam Fellow. Becky graduated from Georgetown University’s School of Foreign Service with a degree in international politics.
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About Battery Ventures: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Tara Gadgil
Vice President of Thoma Bravo
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About Thoma Bravo: Thoma Bravo is a private equity firm with a focus on investing in software and technology companies.
Jason Bender
Executive Vice President, Chief Operating Officer of First Republic Bank
Bender has been with First Republic since 1999, and managed the Bank’s finance department for over a decade before being appointed Chief Administrative Officer on January 1, 2013. Effective January 1, 2016, he was appointed Chief Operating Officer and is responsible for the overall operations of deposits and lending, strategic planning, enterprise data, online banking and related digital activities, and secondary loan marketing. He oversees banking activities in the Orange County and San Diego regions. B.A., 1992, Swarthmore College; M.B.A., 1999, Stanford Graduate School of Business; Harvard Business School Advanced Management Program, 2014.
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About First Republic Bank, First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Mollie Richardson
Executive Vice President, Chief People Officer of First Republic Bank
Richardson joined First Republic in 2003 and was appointed Chief Administrative Officer on January 1, 2016 and Chief People Officer in November 2016. Ms. Richardson oversees human resources, enterprise collaboration, facilities/administrative services, Eagle Lending and various bank-wide initiatives. Ms. Richardson previously served as Deputy Chief Administrative Officer and head of Board and Investor Relations at First Republic. She is Co-Chair of the Network for Teaching Entrepreneurship, Bay Area. B.A., 2001, Sonoma State University; Harvard Business School Advanced Management Program, 2013.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Robert Thornton
Executive Vice President and President, Private Wealth Management of First Republic Bank
Thornton joined First Republic in 2004 and currently serves as President of First Republic Investment Management and President of First Republic Private Wealth Management. He became Executive Vice President of First Republic Bank in 2015 and oversees banking activities for the Los Angeles and Palm Beach regions. Prior to joining First Republic, Mr. Thornton held senior roles at Goldman Sachs, Credit Suisse and Deutsche Bank over a 20 year period. B.A. 1980, Duke University; J.D., 1983, Columbia Law School; Stanford Graduate School of Business Executive Program, 2014.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
David Lichtman
Executive Vice President and Chief Credit Officer of First Republic Bank
Lichtman has been with First Republic since 1986, and has held positions in various phases of lending operations at the Bank. Mr. Lichtman was appointed Chief Credit Officer in 1995. In the role of Chief Credit Officer, he is responsible for promoting the Bank’s credit culture focused on safe and disciplined lending standards and practices. B.A., 1985, Vassar College; M.B.A., 1990, University of California, Berkeley.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Justin Gibson
Executive Vice President, Chief Audit Executive of First Republic Bank
Gibson joined First Republic in 2012. As Chief Audit Executive, he leads a collaborative cross-functional audit department designed to meet the requirements of the banking industry’s complex regulatory environment. Mr. Gibson is on the Board of Governors at the San Francisco Institute of Internal Audit, a member of the Board of Directors at Big Brothers Big Sisters of the Bay Area and a Board member at the Partnership for Children and Youth. Mr. Gibson is a Certified Public Accountant. B.A., 1997, University of California, Los Angeles; Harvard Business School General Management Program, 2014.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Michael Selfridge
Senior Executive Vice President, Chief Banking Officer of First Republic Bank
Michael D. Selfridge joined First Republic in 2012. As Chief Banking Officer, he is responsible for Northern California Private Banking, Information Technology, and nationwide Business Banking. Previously, he served as the company’s Chief Operating Officer and also as the Chief Risk Officer. Prior to joining First Republic, Mr. Selfridge was head of U.S. regional banking at Silicon Valley Bank. Mr. Selfridge held various other senior management positions with Silicon Valley Bank over an 18 year period. Prior to this, he was with HSBC and also Wells Fargo Bank. He serves on the Board of Directors of Catholic Charities of San Francisco. B.S., 1989, California Polytechnic State University, San Luis Obispo; M.B.A., 1995, University of San Francisco; Harvard Business School Advanced Management Program, 2013.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Suzette Junier
Vice President of CBG Holdings
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About CBG Holdings, Cloud Lending, Q2ebanking: CBG Holdings develops electronic banking software for financial institutions.
Laura Fennell
Executive Vice President, General Counsel and Secretary of Intuit
Laura Fennell is executive vice president, general counsel and secretary, leading Intuit’s legal, corporate affairs, information and physical security, privacy, and data services teams. Before joining Intuit in April 2004, Fennell served as Sun Microsystems’ vice president of corporate legal resources and acting general counsel, directing the company’s legal staff of more than 250 people. During 11 years at Sun, she was also responsible for the company’s corporate and securities law compliance and the Office of the Secretary of the Board of Directors. Previously, Fennell was an associate attorney at Wilson Sonsini Goodrich and Rosati, where her practice included public offerings, mergers and acquisitions, private financings and public and private company representation. She sits on the board of directors of the Children’s Discovery Museum of San Jose, providing learning and discovery opportunities for children, families and schools. Fennell earned her law degree from Santa Clara University and received her bachelor’s degree in business administration from California State University, Chico.
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Jolanta Szczerba
Vice President Product Management of Intuit
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Raji Arasu
Senior Vice President, of Intuit
As StubHub’s Chief Technology Officer, Raji Arasu leads all product and engineering functions for StubHub. Joining StubHub in 2011 from eBay, Raji brings more than 23 years of experience in software development, specializing in online commerce and payments business. Under Raji’s leadership, her organization has led numerous technology innovations that are now foundational to eBay’s business including building out the fixed price format in 2001, integrating PayPal with MP in 2002, pioneering eBay checkout in 2003, introducing the first shipping services on eBay in 2004, leading application teams through three generations of site redesign, re-architecting of the Trading flows and helping make cart and payment intermediation a reality. As one of the only female CTOs at a major technology company across the industry, Raji is passionate about growing women leaders in technology both within the company and externally. She is an executive sponsor for eBay Women in Technology and was recognized by Business Journal of Silicon Valley/San Jose as a “Woman of Influence” in 2011. She is also a member of Women in Technology International (WITI) and FountainBlue, whose focus is on the advancement of women in technology. Raji earned a Bachelor’s degree in computer engineering from Pune University, India. She is a fan of the San Francisco 49ers and enjoys running, skiing and traveling. In 2012, Raji used her five-week sabbatical (a benefit earned by eBay and StubHub employees after five years with the company) to travel with her son to serve a remote and impoverished community in India. There the two of them tutored young monks and nuns and the visually impaired in the subjects of science and English.
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.