Best Startup
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 San Francisco based VP’ operating in the Financial Services space. If you think a VP’ 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.
Christine Hinton
VP Marketing U.S. of GGV Capital
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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.
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.
Ragini Holloway
SVP, People of Affirm
Ragini Holloway is SVP, People at Affirm.
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About Affirm: Affirm is a financial technology services company that offers installment loans to consumers at the point of sale.
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.
Scott Young
VP of Technology of Lightspeed Venture Partners
Scott Young currently works as the VP of Technology for Lightspeed Venture Partners. He previously worked at SoftBank Group US, Inc. as the IT Director.
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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.
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.
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.
Renuka Nayani
VP of Finance, to lead the Strategic Finance, Financial Planning & Analysis (FP&A), of Fundbox
Renuka Nayani is the Vice President of Finance, leading the Strategic Finance, Financial Planning, and Analysis (FP&A) and corporate development teams of Fundbox. She previously spent six years leading the Personal Loans FP&A team at Oportun.
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About Fundbox: Fundbox is an AI-powered financial platform for small businesses.
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.
Daniel Morris
VP, People of NFX
Daniel Morris serves as the VP People at NFX.
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About NFX: NFX operates as a pre-seed and seed stage VC that is transforming how true innovators are funded.
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.
Madeline Kolbe Saltzman
VP of Culture of True Ventures
Madeline Kolbe Saltzman is the Vice President of Culture at True Ventures.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Madeline Kolbe Saltzman
VP of Culture of True Ventures
Madeline Kolbe Saltzman is the Vice President of Culture at True Ventures.
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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.
Ben Cmejla
VP, Investments of First Round Capital
Ben Cmejla is the VP, Investments 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.
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 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.
Miia Laukkarinen
VP of Talent of Bessemer Venture Partners
Miia Laukkarinen is VP of Talent at Bessemer’s Menlo Park office, where she works closely with Bessemer’s portfolio companies providing strategic counsel and tactical support on talent initiatives. Prior to joining BVP, Miia spent over a decade filling VP and C-level positions in venture backed consumer internet and software companies. Miia was an Associate and a member of the Venture Capital practice of The Caldwell Partners and Heidrick & Struggles. Miia started her career as an Associate with Spencer Stuart’s High Technology and Board practices in Silicon Valley. Her work focused on placing Board Directors and other senior executives at large and small companies within the technology sector. Miia holds a Bachelor’s degree in English Literature from San Francisco State University.
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About Bessemer Venture Partners: Bessemer Venture Partners is a venture capital firm that funds consumer, enterprise, and healthcare startups.
David Wehrs
Partner, Head of BVP Funded of Bessemer Venture Partners
David Wehrs, a partner in our Silicon Valley office, focuses on helping BVP Funded companies as they grow. Acting as a liaison to BVP Funded companies, David leads a team of functional experts who act as resources to the portfolio – our Solutions Team. This team supports portfolio companies through tailored introductions and expertise across a variety of critical functions including Marketing and PR, Executive and Technical Talent, Corporate and Business Development. In this role, David also supports the connected community of BVP Funded companies. Across the portfolio, connections are made through introductions, events, and a variety of other channels. From peer advisory boards for Founders, CFOs, CTOs, CMOs, and HR to deep-dives on relevant topics like Growth, Retail, Innovation, and Technology, BVP fosters pivotal conversations and knowledge sharing across the community.
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About Bessemer Venture Partners: Bessemer Venture Partners is a venture capital firm that funds consumer, enterprise, and healthcare startups.
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.
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.
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.
Puon Penn
EVP/Head of Technology Investments for Wells Fargo Strategic Capital of Wells Fargo
Puon Penn is Executive Vice President/Head of Technology Capital which provides expertise, financial services, and resources to help innovative companies focus on advancing new technologies and business models to solve some of the most complex problems facing humanity including global population growth, climate change and environmental impacts, and the ongoing fight against diseases. Puon started Wells Fargo’s Global CleanTech Group in 2009 to provide expertise, financial services, and resources to help companies focused on decreasing the use of fossil fuels, fertilizers, industrial chemicals, and other activities that cause greenhouse gas emissions or other harmful environmental effects. Wells Fargo financed over $70 billion for green business, renewable energy projects, green buildings, and clean energy customers from 2005 to 2012.
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About Wells Fargo, 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.
Marria Rhodriquez
VP, Innovation Strategy Consultant of Wells Fargo
Marria Rhodriquez is the Vice President and focuses on digital product strategy for the Wells Fargo Virtual Channel team. In her 15-year tenure at Wells Fargo Bank, Marria has worked in technology, marketing, strategy, and digital product management. She holds a degree in Technical Communication from the University of Washington and an MBA in Marketing from Golden Gate University.
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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.
Marj Anzalone
AVP, Innovation Insights Manager 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.
Sean Greenfield
VP, Consumer Lending UX 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.
Rob Gegenwarth
SVP, Strategy Wealth and Investment Management of Wells Fargo
Rob Gegenwarth is a Senior Vice President of Strategy within the Wealth and Investment Management group at Wells Fargo, a division that manages $1.8 trillion in client assets. At Wells Fargo, Rob has been focused on growth strategy addressing clients ranging from mass market to high net worth, with a focus on digital offerings.
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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.
David Newman
SVP, Head of Enterprise Knowledge Graph Solutions, Data Management and Insights Group, Wells Fargo B of Wells Fargo
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About Wells Fargo, 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.
Steve Ellis
EVP, Head of the Innovation Group of Wells Fargo
Steve Ellis is an executive vice president and head of the Wells Fargo Innovation Group, an enterprise-wide organization devoted to accelerating the company’s delivery of next-generation, customer-inspired technologies, products, and services. Prior to this assignment, Steve was head of the Wholesale Services Group, which included Treasury Management, Wholesale Banking Technology and Operations, Wholesale Social Strategies, Innovation and Research and Development, Wholesale Marketing, and the Enterprise Payment Strategies Group. A 30-year company veteran, Steve’s previous responsibilities included starting up and running the Wholesale Internet Solutions group, which launched Wells Fargo’s award-winning Commercial Electronic Office® (CEO®) portal in 2000 and CEO Mobile® in 2007. The fast pace of Wells Fargo’s early move into online and mobile financial services was due in large part to his commitment to fostering workplace creativity. Prior to starting up Wholesale Internet Solutions, Steve held senior finance and operations roles in Wells Fargo Commercial Banking, Real Estate Group, and Wholesale Banking. He has a B.S. in economics from Pennsylvania State University and an M.B.A. from the University of Oregon. Steve served as chairman of the board for NACHA, The Electronic Payments Association, from 2005 to 2008 and was vice chairman from 2009 to 2010. He was also a board member of First Graduate, a nonprofit focused on helping young adults become the first members of their families to graduate from college, from 2010 to 2016.
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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.
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.
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.
Tomer Shoval
SVP Sales, Strategic Accounts, & Bus. Dev of Flywire
A veteran e-commerce leader, Tomer is a frequent speaker on the intersection of healthcare, technology, and consumers. Tomer founded Simplee as a way to help others better understand and manage their healthcare bills. Previously, he was the managing director of Shopping.com North America (an eBay company). Tomer holds a BA from Academic College of Tel-Aviv.
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About Flywire, Simplificare Hosting and Solutions: Flywire is a global payments enablement and software company.
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.
Rajneel Ganjoo
VP, Product Development of Fantex
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About Fantex: Fantex is a financial service company creating a non-correlated asset category with stocks tied to the earnings of professional athletes.
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.
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.
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.
Jeff Roberts
VP Software Engineer of BlackRock
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About BlackRock, Visa, Western Union Business Solutions: BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.
Margit Zwemer
VP, Systematic Active Equities of BlackRock
Margit Pavlath Zwemer is a member of BlackRock’s Systematic Active Equities – Emerging Markets group. Her research focus is on using AI and non-traditional data sources to better understand and model low-transparency markets. Prior to joining BlackRock in 2017, Margit was cofounder and CEO of LiquidLandscape, a Techstars-backed big data exploration and visualization startup. Prior to that, she was an early employee of Kaggle, and an algorithmic volatility trader at Societe Generale.
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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.
Christopher Esqueda
VP of Finance of Institutional Venture Partners
Christopher Esqueda joined Institutional Venture Partners (IVP) in 2008 and brings more than 15 years of financial experience to his position as Controller. Christopher is responsible for fund accounting, tax reporting, audit management, and financial reporting. Prior to joining IVP, Christopher was a Controller at PS’Soft, a global provider of Asset Management, Service Management and Software License Compliance solutions, where he was responsible for world-wide finance and accounting, human resources, and risk management. Previously, Christopher was the Controller at BenefitPoint, a web-based company providing benefits management and procurement solutions, and Liquid Software, an enterprise application integration company. Christopher started his career with Ernst & Young as a Senior Accountant. Christopher earned a B.A. in Economics from Stanford University and is a Certified Public Accountant.
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About Institutional Venture Partners: Institutional Venture Partners is a later-stage venture capital firm that focuses on technology and media companies.
Kelly O’Kane
SVP, Business Development &Investor Relations of Institutional Venture Partners
Kelly O’Kane joined IVP in 2012 as an Associate on the Investment Team where she worked on IVP’s investments in Dataminr, Oportun, Prosper, TuneIn, Zendesk (ZEN), and ZEFR. She was promoted to Senior Associate in 2014. Kelly returned to IVP in 2017 as the Vice President of Business Development after completing the M.B.A. program at the Stanford Graduate School of Business. Kelly is responsible for creating and managing new external outreach programs that leverage IVP’s extensive resources and relationships to benefit the firm’s portfolio companies and Limited Partners. She also works extensively across the organization to coordinate business development and fundraising activities. Prior to joining IVP, Kelly worked in the technology investment banking division of Piper Jaffray. She also spent time at Oportun and LendUp where she consulted on business operations. Kelly graduated Summa Cum Laude with a B.A. in Finance from the Eugene M. Isenberg School of Management at the University of Massachusetts Amherst and earned her M.B.A. from Stanford University.
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About Institutional Venture Partners: Institutional Venture Partners is a later-stage venture capital firm that focuses on technology and media companies.
Jim Taschetta
SVP, Marketing Strategy & Planning of Visa
As a successful business executive and general manager with 25 years of experience across a combination of blue chip companies and start-ups, Jim Taschetta brings proven marketing, general management and leadership experience to organizations. Jim previously served as the CMO of Bare Escentuals, FreeMonee.com, FRS Healthy Energy and Yodlee.com. Additionally, he served in various executive positions leading brand management and marketing at The Procter & Gamble Co., The Coca- Cola Co. and Visa. Jim has extensive international experience having spent seven years living and working in Latin America while at P&G.
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About iHealth Labs, NexTag, Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Oliver Jenkyn
EVP & Group Executive, North America of Visa
Oliver Jenkyn is Group Executive, North America, with responsibility for Visa’s business in the U.S. and Canada. Previously, Jenkyn was Global Head of Strategy and Corporate Development for Visa. Before joining Visa in 2009, Jenkyn was a Partner at McKinsey & Company in the San Francisco, New York, London and Toronto offices, and a leader of the firm’s North American retail banking practice and global payments practice. At McKinsey, Jenkyn led the firm’s relationship with Visa for five years, which included playing integral roles in Visa’s global restructuring and IPO. Previously, Jenkyn worked in private equity with Bain & Company. Jenkyn holds a B.A. in economics from McGill University, and master’s degrees in business and finance from Harvard University and Queen’s University. Jenkyn sits on the Board of Trustees at the California Academy of Sciences in San Francisco.
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Sam Hamilton
SVP, Technology of Visa
Sam Hamilton is SVP Data at Visa Inc.
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Cecilia Frew
SVP, Global Head of Visa Direct Sales of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
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.
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.
Hema Sundarraj
VP, Corporate Controller of Dividend Finance
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About Cepheid, Dividend Finance: Dividend Finance is a Technology-enabled finance platform supporting the energy transition with lending and other financial 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.
Atticus Tysen
SVP Product Development, Chief Information Security and Fraud Prevention Officer of Intuit
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Lara Hood Balazs
EVP, Chief Marketing Officer & General Manager, Strategic Partner Group of Intuit
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About Intuit, Ridge Ventures: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Rania Succar
VP, Business Leader, QuickBooks Payments & Capital of Intuit
Rania Succar is the Senior Vice President & QuickBooks Money Platform at Intuit.
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About Intuit, Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Ashok Srivastava
Senior Vice President and Chief Data Officer of Intuit
Ashok N. Srivastava is the senior vice president and chief data officer at Intuit, where he is responsible for setting the vision and direction for large-scale machine learning and AI across the enterprise to help power prosperity across the world and in the process is hiring hundreds of people in machine learning, AI, and related areas at all levels. Ashok has extensive experience in research, development, and implementation of machine learning and optimization techniques on massive datasets and serves as an advisor in the area of big data analytics and strategic investments to companies including Trident Capital and MyBuys. Previously, Ashok was vice president of big data and artificial intelligence systems and the chief data scientist at Verizon, where his global team focused on building new revenue-generating products and services powered by big data and artificial intelligence; senior director at Blue Martini Software; and senior consultant at IBM. He is an adjunct professor in the electrical engineering department at Stanford and is the editor-in-chief of the AIAA Journal of Aerospace Information Systems. Ashok is a fellow of the IEEE, the American Association for the Advancement of Science (AAAS), and the American Institute of Aeronautics and Astronautics (AIAA). He has won numerous awards, including the Distinguished Engineering Alumni Award, the NASA Exceptional Achievement Medal, the IBM Golden Circle Award, the Department of Education Merit Fellowship, and several fellowships from the University of Colorado. Ashok holds a PhD in electrical engineering from the University of Colorado at Boulder.
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About Intuit, Stanford University, University of Colorado Boulder: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Neil Williams
Senior Vice President, CFO of Intuit
Neil Williams became Intuit’s senior vice president and chief financial officer in January 2008. Williams has nearly 30 years of strategic, operational and transactional experience in the financial services industry. He is responsible for all financial aspects of the company, including corporate strategy and business development, investor relations, financial operations and real estate. Before joining Intuit, Williams was the executive vice president and chief financial officer for Visa U.S.A., Inc. In that role, he led all financial functions for the company and its subsidiaries, including financial planning, business planning and financial monitoring. Williams concurrently served as chief financial officer for Inovant LLC, Visa’s global information technology organization, responsible for global transactions processing and technology development. His previous banking experience includes senior financial positions at commercial banks in the Southern and Midwestern regions of the United States. Williams, a certified public accountant, received his bachelor’s degree in business administration from the University of Southern Mississippi.
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Yuanling Yuan
Vice President of SignalFire
Yuanling Yuan is a Vice President at SignalFire. She goes by “YY” (not to be confused with the Chinese social media company). Prior to SignalFire, YY worked on the investment team at Blackstone’s Strategic Opportunity Fund, where she evaluated late-stage and IPO investment opportunities. At Blackstone, she also spent time on the Emerging Markets team, evaluating macroeconomic and political risk in countries such as China, Brazil, and Egypt.
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About SignalFire: SignalFire is a venture capital firm that invests in seed stage companies and breakout companies.
