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 New York based VP’ operating in the Finance 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.
Chris Budd
Vice President, CISO Americas of Deutsche Bank
Chris Budd is a Vice President in the CISO Americas group of Deutsche Bank. He is responsible for representing the Americas CISO to major business divisions as well as for providing information security counsel in M&A exercises throughout the hemisphere. His experience provides raw material for driving internalized training initiatives across the enterprise. His success comes from infusing expertise into the curricula, but also by incorporating dialogue with front-office stakeholders to maximize value of the content. His trainings have reached nearly 2,000 colleagues in every major discipline, in board rooms and server rooms alike, around the globe.
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Michaela Balderston
Vice President of Communications of Tusk Venture Partners
Michaela brings experience in strategic communications, issues management and advocacy campaigning to Tusk’s clients. She joined Tusk Ventures from Nestlé, where she managed corporate and crisis communications in the U.S. She was responsible for overseeing and growing the company’s digital strategy and worked directly with the Public Affairs team to build strategic partnerships and expand the company’s Creating Shared Value work in the areas of water, rural development and nutrition. Prior to joining Nestlé, Michaela led strategic communications at The ONE Campaign, Bono’s campaigning and advocacy organization. During her time at ONE she created integrated communication strategies that drove measurable actions in the fight against extreme poverty and preventable disease. These efforts helped to pass legislation despite a polarized U.S. Congress, including the Electrify Africa Act, a public-private initiative to bring electricity to more than 50 million people in sub-Saharan Africa by 2020. Her work took her around the world, campaigning in Africa, Europe and North America. She began her career at Direct Impact in Washington, D.C., Burson-Marsteller’s grassroots communications agency. A native of Alexandria, Virginia, Michaela is based in New York City and is a graduate of Colgate University, where she double-majored in Political Science and Middle Eastern Studies.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Jed Lenzner
Vice President of Tusk Venture Partners
Jed Lenzner is the Vice President at Tusk Venture Partners.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Brendan Lewis
Vice President, Communications of Expa
Brendan Lewis is the VP of Communications at Expa.
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About Expa, Grubhub: Expa supports early-stage startups through expertise, access, and funding.
Jade Mandel
Vice President, Growth Equity of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Harry Singh
Vice President of Goldman Sachs
Harry Singh is a Vice President in the US Power trading group at Goldman Sachs. Harry has extensive experience in power market design and renewable energy transactions. Harry’s recent focus includes work on corporate renewable procurement and he was a part of the team that executed the firm’s first renewable PPA. He has participated in structuring and origination of commercial transactions in power and environmental markets including renewables, energy efficiency and other low carbon resources. Prior to his current position, he was with RBS Sempra Commodities where he worked on structured renewable transactions under the California RPS. He also served as a Senior Advisor at the Federal Energy Regulatory Commission (FERC) and prior to that held various positions at PG&E. He holds a PhD in Electrical Engineering from the University of Wisconsin-Madison and currently serves as Chairman of WSPP.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Lakshmi Subbramanian
Vice President of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Larry Mai
VP Product of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Matthew Dorr
Vice President of Goldman Sachs
Matthew Dorr is a Vice President in Goldman Sachs’ Private Capital Investing team. In that capacity, he invests in private companies throughout North America in the software and technology sectors. He currently has board involvement with Aryaka, Zipwhip, xMatters and Skytap, and has been involved in the firm’s investments in Revionics, BigCommerce, Billtrust, Paycor (sold to Apax Partners), and IO Data Centers (sold to Iron Mountain). Matthew holds a Bachelor of Science in Management Science from the University of California, San Diego.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Erwin Eichmann
Vice President & Associate General Counsel of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Vladimir Berezniker
Senior Engineer/Vice President of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Michael Petryczenko
Senior Vice President and Chief Financial Officer of Strategic Partners of Blackstone Group
Michael A. Petryczenko is a Senior Vice President and Chief Financial Officer for Strategic Partners, Blackstone’s secondary private fund of funds business, which was acquired from Credit Suisse in August 2013. Michael Petryczenko is involved with overseeing the financial reporting, tax structuring and treasury operations related to Strategic Partners’ secondary private equity funds. Before joining Strategic Partners, Michael Petryczenko was the Tax Manager for the Peabody Fund, an opportunistic real estate fund jointly managed by J.P. Morgan and The O’Connor Group. Prior to joining the Peabody Fund, Michael Petryczenko was a Tax Manager at Ernst and Young, LLP in the Real Estate Group. His clients included DLJ Real Estate Capital Partners and SL Green Realty Corp. Michael Petryczenko received a BS in Accounting from St. Francis College, New York and an MS in Taxation from Pace University, New York. He subsequently earned the C.P.A. designation.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Yufei Wang
Vice President of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Yoonkee Sull
Vice President of ICONIQ Capital
Yoonkee Sull currently works as the partner for ICONIQ Growth. He previously worked at Citi as the Analyst
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About ICONIQ Capital: ICONIQ Capital is a privately-held investment firm that serves some influential families and organizations.
Shawn Jung
Vice President of Activant Capital
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About Activant Capital: Activant is a global investment firm that partners with high-growth companies that are transforming commerce.
Riz Thakir
Vice President – Finance of Two Sigma Ventures
Riz is responsible for portfolio company valuations, financial and investor reporting, performance analytics, and fund operations at Two Sigma Ventures. He joined Two Sigma in 2013 and has worked in several Finance roles over his tenure along with various technology projects that brought enhanced capabilities to illiquid investment businesses of the firm. Riz began his career at Ernst & Young, LLP in the Financial Services Division where he provided assurance and business advisory services for hedge funds and private equity funds. He holds the Chartered Financial Analyst (CFA) designation and is a Certified Public Accountant (CPA) in the State of New York. Riz earned a BS in Business Administration with concentration in Financial Analysis & Accounting from the University at Albany.
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About Two Sigma Ventures: Two Sigma Ventures is an early-stage venture capital fund that invests in companies run by highly driven people.
Vice President of H.I.G. Capital
Navneet Alag is the vice president at 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.
Austin Smith
Vice President of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Joseph Henaan
VP of Engineering of Green Key Technologies
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About Green Key Technologies: GreenKey is the voice-driven collaboration platform for financial markets: enhancing compliance and enabling sophisticated data analytics.
Jesse M. Du Bey
Managing Director & Vice President of Providence Equity Partners
Jesse Du Bey is founder and managing partner of Orkila Capital, a private equity firm focused on media, technology, and special situations investments. Prior to founding Orkila, Jesse was a managing director at Providence Equity Partners, the world’s leading investment firm focused on media, technology, and information services, with over $23B under management. Jesse is currently a Board Director of Heartflow, Inc., Bellator (a Viacom company), World Triathlon Corporation (Ironman), ikaSystems, Crash Line Productions, and The DuBey Family Foundation. Jesse is a graduate of the University of Washington and is a native of Seattle, WA.
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About Orkila Capital, Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Jeff Bornstein
Senior VP & CFO of General Electric
Jeff Bornstein is Senior VP & CFO at General Electric.
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About General Electric: General Electric offers infrastructure and financial services worldwide.
Jeff Bornstein
Senior VP & CFO of General Electric
Jeff Bornstein is Senior VP & CFO at General Electric.
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About General Electric: General Electric offers infrastructure and financial services worldwide.
Daniel Gaisin
Vice President of Finance of FirstMark
Daniel Gaisin is the Vice President of Finance at FirstMark.
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About FirstMark: FirstMark Capital is an early-stage venture capital firm that partners with exceptional entrepreneurs.
Ivana Estrada
Vice President Institutional and Securities Technology 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.
Kevin Murphy
Vice President of Morgan Stanley
Kevin Murphy brings over 20 years of experience as a strategic advisor to healthcare services companies, and has worked with businesses in nearly every segment of the industry. In such areas as Healthcare IT, hospital management, managed care, physician practice management, home health and others, he has completed over $30 billion of mergers and acquisitions and raised more than $5 billion in equity and debt capital. His interests in healthcare began earlier in his career while studying genetics at The Whitehead Institute for Biomedical Research and Cold Spring Harbor Laboratory. He holds a B.S. in Chemistry from MIT and an MBA (beta gamma sigma) from Columbia Business School.
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About Houlihan Lokey, Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Toks Afolabi-Ajayi
Vice President, Mergers & Acquisitions 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.
Anthony Sinatra
Vice President, Global Program Lead and Senior Technology Program Manager of Morgan Stanley
Anthony Sinatra is currently the Global Program Lead for Surveillance Analytics Technology at Morgan Stanley which has key focus on bringing Big Data and Advanced Analytics to the trade surveillance space. Previously, he served as the Lead Delivery Manager for the AML Transaction Monitoring program. He has over 15 years of experience in Financial Services technology and over 10 years of experience in Compliance.
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Katy Zhao
TitleSenior Vice President | Senior Portfolio Manager | International Client Advisor 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.
Keegan Forte
VP of Marketing of Flybridge
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About Flybridge: Flybridge is a seed-stage venture capital firm investing with entrepreneurs to leverage the power of the community.
Nick Baker
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.
Tyler Flint
Vice President of Redpoint
Responsible for identifying, evaluating and executing new investments as well as supporting Comcast Ventures’ existing portfolio companies
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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.
Gunther Bright
Executive Vice President and General Manager, U.S. Large Market and Global Client Group of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Kerla Wolf
Vice President & GM, Global Coverage, Reporting & Merchant Experience of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Luke Gebb
SVP, Amex Digital Labs of American Express
Luke Gebb held numerous digital positions at American Express across product development, acquisition and promotions, with a consistent focus on innovation. He’s currently the Senior Vice President, Head of the Enterprise Digital team at American Express. Previously, Luke was the Senior Vice President of Enterprise Digital at American Express, leading the company’s web, mobile, partner and digital payments platforms. He also led launches of new services including a bot for Facebook Messenger where American Express was the first financial services partner, and a skill for Amazon Alexa. He graduated from the Wharton School of the University of Pennsylvania with B.A. in Economics and concentrations in Marketing and Strategic Management.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Dean Henry
EVP and Global Business Financing and Supplier Payments of American Express
Dean Henry is the Executive Vice President of Business Financing & Supplier Payments for American Express’ Global Commercial Services business. Global Commercial Services serves small, mid-sized, large and global companies, and Dean is responsible for leading a team focused on scaling non-card financing products, AP automation in business systems, cross-border payments, and B2B supplier payment schemes in the U.S. and worldwide. Prior to joining American Express, Dean spent eight years at Bank of America Merrill Lynch in various roles, most recently as the Managing Director, Head of Innovation – Global Transaction Services. In this role, Dean led the Global Innovation team responsible for designing and building the transaction bank of the future. He was responsible for product innovation across payments, receivables, commercial card, liquidity, FX services and trade and supply chain finance. He also led fintech and emerging technology business development, partnerships, and equity investment efforts.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Jaromir Divilek
Executive Vice President – Head of American Express Network and Global Network Businesses of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Phil Norman
Vice President, Membership Products and Partnerships of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Suraj Madnani
Vice President, Chief Product Owner – Risk Management and Product Development of American Express
Suraj Madnani is the Vice President of Product Development in the Global Risk group at American Express. In this role, he is responsible for leading strategy and development of innovative products to support risk management across all risk domains. Prior to this, Suraj was responsible for product development and launch of new-to-market lending and payment products such as American Express Business Financing and Working Capital Terms. Prior to American Express, Suraj held various product and technology roles at IBM and GE. Suraj holds a B. Eng, from the University of Pune, India and an MBA from Kellogg School of Management at Northwestern University.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Chris Cracchiolo
SVP & GM, Global Membership Rewards & Loyalty Benefits of American Express
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About American Express, Walmart: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Amy Corner
VP Enterprise Performance Channel Marketing of American Express
Amy Corner is the VP of enterprise performance channel marketing at American Express.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Kavita Gupta
Vice President, Global Information Management of American Express
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Sara Milsten
Senior Vice President, New Member Acquisition, US Consumer Services of American Express
Sara Milsten is SVP, New Member Acquisition, responsible for new customer acquisition for the U.S. Consumer Business. In this role, Sara is responsible for marketing strategies and investments for all owned and paid channels including Search, Media, Affiliate, Phone, Direct Mail and Site. Prior to this, Sara served as the Chief Commerce Officer for Plenti and was focused on driving commerce and engagement on the Plenti platform. She also served as VP, Partnership Marketing and led marketing for our co-brand portfolios including Delta, Hilton and Starwood. Previously, Sara spent 8 years working in a variety of roles in our International Consumer business and delivered digital marketing strategies and solutions across our portfolio of proprietary markets. Prior to American Express, Sara worked in advertising at a variety of agencies, including Young & Rubicam and Leo Burnett. Sara holds a BA from Stanford University and an MBA from Kellogg at Northwestern University.
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About American Express: American Express is a global financial services company best known for its credit card, charge card, and traveler’s cheque businesses.
Jens Brenninkmeyer
Vice President of TPG
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About Sixth Street, TPG: TPG is a private investment firm that manages capital across a family of funds.
Kimberly Kadlec
SVP of Visa
Kim Kadlec serves as the President of GNC Americas at Starcom MediaVest Group, Inc. (SMG). Kim Kadlec served as Head of Relationship Management at AOL Inc. She served as Global Head of Strategic Partnerships at AOL, where led relationships with large-scale digital, content and technology organizations to grow audience and footprint for AOL worldwide, while improving user experience for consumers, marketers and agencies. Kim Kadlec focus on building strategic distribution partnerships with leading, large-scale organizations to strengthen and grow the audience for AOL’s content, brands, and platforms around the world. She joined AOL from Johnson & Johnson, where she served as the Worldwide Vice President, Global Marketing Group. She served as the Chief Media Officer and Vice President of Worldwide Media at Johnson & Johnson. Kim Kadlec has a track record of building brands on a global scale, and navigating the shift by advertisers into digital media. As a leader in the industry, she introduced an updated version of the “4 P’s” of marketing — a longstanding pillar for the industry — purpose, presence, proximity and partnership. She was with J&J for the past eight years steering the company’s global media practice. She’s been focused on innovation, content and technology as a way to determine optimal media investment strategies. Previously, she served as Vice President, Branded Entertainment with NBC Universal, where she launched its first division dedicated to integrating brand storytelling into TV programming. She has held senior roles with Fox Entertainment Group and with media agencies Universal McCann and Zenith Media. She served as a Director of Center for Communication, Inc. Kim Kadlec is a member of the Business Advisory Council for the Farmer School of Business at Miami University (Ohio), and sits on the Boards of the American Advertising Federation, the Association of National Advertisers and DoSomething.org. She has been recognized throughout her career for excellence by organizations such as AdAge and the Advertising Education Foundation.
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About Starcom MediaVest Group (SMG), Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
David Simon
SVP and Global Head of Small Business and Medium Enterprises (SME) Business of Visa
David Simon joined Visa in 2017 and has global leadership responsibilities for the company’s Small Business and Medium Enterprises (SME) Sector. In this capacity, David is charged with growing the SME segment with bank issuers, platform providers, and key technology and retail partners. Previously, David was the CEO of TriStar Payments and interim CEO of KeepsAmerica, focusing on the distribution of corporate funds in the Specialty Finance, Higher Education, Healthcare, and Insurance Sectors. He also served as the Head of Prepaid and Credit Cards & Senior Adviser for Payment Solutions for One West Bank. David spent 13 years at Citigroup holding a variety of business management, Internet and channel management, and legal roles, and was a Member of Citigroup’s Management Committee. David was named to the “40 under 40” list for Crain’s New York Business and is a graduate of the University of Michigan and Boston University School of Law.
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Mary Ann Fitzmaurice Reilly
SVP, Head of North America Marketing of Visa
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About Visa: Visa is a multinational financial services company that facilitates electronic payment systems throughout the world.
Brendan Keane
Senior Vice President, Capital Markets of Dividend Finance
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About Dividend Finance, Kinsale Capital Group: Dividend Finance is a Technology-enabled finance platform supporting the energy transition with lending and other financial solutions.
Nadine Murray
SVP, Strategy of Even Financial
Nadine Murray brings over 15 years of experience leading strategy and execution of digital marketing programs at J.P. Morgan Chase, Citibank, and American Express. During that time, she has been at the forefront of driving innovation in digital acquisition across a range of consumer financial services products. In her role as senior vice president of strategy at Even Financial, she will work closely with Even’s FI partners, drive strategic planning for Even’s value proposition and spearheads expansion into new consumer financial product verticals.
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About Even Financial: Even is the definitive search, comparison and recommendation engine for financial services.
Weifang Zhu
VP, STRATEGIC GROWTH of Even Financial
Weifang Zhu serves as VP of Strategic Growth at Even Financial.
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About Even Financial: Even is the definitive search, comparison and recommendation engine for financial services.
Bethany Patterson
VP Partner Solutions of Even Financial
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About Even Financial: Even is the definitive search, comparison and recommendation engine for financial services.
Raed Khawaja
Senior Vice President of Business Development of Even Financial
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About Even Financial: Even is the definitive search, comparison and recommendation engine for financial services.
Zachary Jones
VP of Engineering of Even Financial
Zachary Jones serves as VP of Engineering at Even Financial.
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About Even Financial: Even is the definitive search, comparison and recommendation engine for financial services.
Paul Gould
Managing Director & Executive Vice President of Allen & Company
Paul Gould is the Managing Director at Allen & Company. Paul has worked for Allen & Company since 1972 and established Allen & Company’s arbitrage business in 1975. In addition to the Fund, Paul has been involved in Allen & Company’s merger and acquisition advisory practice, where he has served as a financial advisor to many Fortune 500 corporations. Paul is a Member of the Board of Directors at Discovery Communications and a Member of the Compensation and Nominating Committees. Paul served as a Member of the Board of Directors at Discovery Holding Company prior to Discovery Communications becoming a public company. Paul currently serves as a Member of the Board of Directors at Liberty Global, plc and Ampco-Pittsburgh Corporation. Paul also serves as a Member of the Board of Trustees at Cornell University, the Wildlife Conservation Society and the New School University and is an Overseer for the Weill Cornell Medical College. Paul attended Cornell University and graduated from Farleigh Dickinson University.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
Jeffrey D Hyslop
Vice President of Staple Street Capital
Jeff is a Vice President at Staple Street Capital. He is responsible for identifying and evaluating investment opportunities, performing due diligence and working with our management teams to create value. Prior to joining Staple Street Capital, Mr. Hyslop was a Vice President at Cerberus Capital Management where he focused on private equity, special situations and distressed debt investments across a wide range of industries, including automotive, industrial, financial services, retail and IT services. At Cerberus, Mr. Hyslop was responsible for executing transactions and overseeing portfolio company investments, as well as identifying and executing public-market high yield debt investments. While at Cerberus, Mr. Hyslop served on the boards of North American Bus Industries and Blue Bird Corporation. Mr. Hyslop received his B.A. from Michigan State University.
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About Staple Street Capital: Staple Street Capital invests in attractive middle market companies where we can partner with management to create value.
Anna Fagin
Vice President & Principal of Town Hall Ventures
Anna Fagin serves as the Vice President and Principal at Town Hall Ventures.
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About Town Hall Ventures: Town Hall Ventures is an investment firm aimed at transforming the woefully broken U.S. health care market through technology.
Sam Bursten
Vice President of Energy Impact Partners
Mr. Bursten has experience in the power and clean-technology sectors and project finance. Before joining EIP, Mr. Bursten worked as an analyst in CIT’s Energy group, focusing on construction and acquisition financing for renewable energy, conventional power, and midstream transactions. He holds a BA in Public Policy and an Energy and Environment Certificate from Duke University.
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About Energy Impact Partners: Energy Impact Partners is an investment firm focused on companies optimizing energy consumption and improving sustainable energy generation.
Adam James
Senior Vice President of Energy Impact Partners
Adam James is the Senior Vice President for Energy Impact Partners. His areas of expertise include business strategy and operations, electricity market regulation, and new market entry. Adam is also the co-founder and Board Chair of the Clean Energy Leadership Institute (CELI), a non-profit dedicated to empowering diverse young professionals for leadership positions in the clean energy field. Adam joined EIP from Tesla Energy where he managed special projects and new global initiatives. In that role, he drove improvements in a variety of critical areas – including Tesla’s global channel sales program, the residential energy business in Mexico, and the disaster response in Puerto Rico – as well as developing new programs to scale deployments. Prior, to SolarCity, he was the Deputy Director for Global Strategy, responsible for international market development and policy. He led the development of SolarCity’s global strategy across all segments and worked on early business development including M&A opportunities and utility partnerships. As a Senior Analyst with GTM Research, Adam led the global downstream solar research practice, including the successful launch of the company’s market-leading Latin America practice; working closely with startup CEOs and utilities in the region, and providing consultation services to Boards and Executives on market entry. His first job in the energy space was with the Center for American Progress where we worked on the Energy & Environment team with a focus on climate negotiations and clean energy policy. Adam received his B.A. in Philosophy from George Mason University, where he competed nationally for the policy debate team. He is an avid cyclist and reader and lives in New York with his wife and three children.
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About Energy Impact Partners: Energy Impact Partners is an investment firm focused on companies optimizing energy consumption and improving sustainable energy generation.
Adam James
Senior Vice President of Energy Impact Partners
Adam James is the Senior Vice President for Energy Impact Partners. His areas of expertise include business strategy and operations, electricity market regulation, and new market entry. Adam is also the co-founder and Board Chair of the Clean Energy Leadership Institute (CELI), a non-profit dedicated to empowering diverse young professionals for leadership positions in the clean energy field. Adam joined EIP from Tesla Energy where he managed special projects and new global initiatives. In that role, he drove improvements in a variety of critical areas – including Tesla’s global channel sales program, the residential energy business in Mexico, and the disaster response in Puerto Rico – as well as developing new programs to scale deployments. Prior, to SolarCity, he was the Deputy Director for Global Strategy, responsible for international market development and policy. He led the development of SolarCity’s global strategy across all segments and worked on early business development including M&A opportunities and utility partnerships. As a Senior Analyst with GTM Research, Adam led the global downstream solar research practice, including the successful launch of the company’s market-leading Latin America practice; working closely with startup CEOs and utilities in the region, and providing consultation services to Boards and Executives on market entry. His first job in the energy space was with the Center for American Progress where we worked on the Energy & Environment team with a focus on climate negotiations and clean energy policy. Adam received his B.A. in Philosophy from George Mason University, where he competed nationally for the policy debate team. He is an avid cyclist and reader and lives in New York with his wife and three children.
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About Energy Impact Partners: Energy Impact Partners is an investment firm focused on companies optimizing energy consumption and improving sustainable energy generation.
Martha Gallo
Executive Vice President and Chief Auditor of American International Group
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About American International Group: American International Group operates as a global insurance company.
Abdus Salaam Muwwakkil
VP, Enterprise Partnerships of Thinknum
Abdus is a creative self-starter with effective communication, organizational, and project management skills. He’s adept at key roles and activities required by fast-paced startups with proven experience across product/business development, operations, and regulatory affairs. 7+ years helping founders build long-standing relationships by delivering quality products/services. Abdus works in emerging markets across medical devices, wearables, third-party marketplaces, FinTech, knowledge graphs and BI tools. His work ethic, intrinsic motivation, and bold creativity gives him the singular ability to help organizations differentiate, gain, and win. Abdus’ activity and results have positively affected fundraising and sales generation, creating a tremendous amount of value for those he works with.
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About Thinknum: Thinknum is a web platform that allows investors to get data driven investment ideas by monitoring companies’ websites.
Georgios Theophanous
Vice President of Invus
Georgios is an Associate based in New York. Prior to joining Invus in 2013, Georgios was an associate at Vector Capital in San Francisco, a middle-market private equity firm focused on technology investments. Previously, Georgios was a management consultant at McKinsey & Company in Palo Alto, where he worked with technology, industrial goods, and financial services clients on growth strategy, operations, and mergers & acquisitions projects. He holds an MBA from The Wharton School and an A.B. in Economics from Harvard College.
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About Invus: Invus recognizes that every company is unique and that extraordinary business performance cannot be achieved by following a formulaic
Vinny Parascandola
VP of Finance of AXA Group
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About AXA Group, Equitable Advisors: AXA is a French multinational insurance firm that focuses on global insurance, investment management, and other financial services.
Nicki Livanos
Vice President of AXA Group
Nicki Livanos is Director at AXA Equitable.
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About AXA Group, Equitable Holdings: AXA is a French multinational insurance firm that focuses on global insurance, investment management, and other financial services.
Lakshman Easwaran
Senior Vice President of Neuberger Berman Group
Lakshman Easwaran, PhD, FRM, Senior Vice President, joined the firm in 2004. Lakshman is the Head of Risk Analysis and Research, and is responsible for investment risk oversight for the firm’s fixed income and multi asset class strategies. Prior to joining the Portfolio Analysis and Risk team, Lakshman was part of Fixed Income Research at Lehman Brothers. He has also worked as a Fixed Income portfolio manager at SBI Mutual Fund and Prudential ICICI Asset Management. He graduated from the Indian Institute of Technology, Bombay with a BTech in Electrical Engineering, received an MBA from the Indian Institute of Management in Calcutta, and subsequently received a PhD in Finance from Duke University. He is a certified Financial Risk Manager.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Nicholas Lurvey
Senior Vice President and Complex Products of Neuberger Berman Group
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Ian Haas
Senior Vice President and NB Alternatives of Neuberger Berman Group
Ian Haas, CFA, Senior Vice President, joined the Firm in 2000. Ian is a member of the Investment Committee and also serves as the Head of Quantitative and Directional Strategy Research on the NB Alternative Investment Management Team. His responsibilities include manager sourcing, screening, due diligence, monitoring and portfolio construction. Prior to joining the team in 2004, Ian was an Associate in Lehman Brothers’ Portfolio Strategy group, where he focused on asset allocation and manager selection. From 2000 to 2003, Ian was a member of the Financial Institutions group within the Investment Banking Division of Lehman Brothers, where he worked on M&A advisory projects as well as capital markets financings for clients in the financial services industry. Ian graduated from the University of Oregon, earning a BS in Business Administration with a concentration in Finance. Ian holds the designation of Chartered Financial Analyst.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Rory Ewing
Senior Vice President and Associate Portfolio Manager of Neuberger Berman Group
Rory Ewing, Senior Vice President, joined the firm in 2016. Rory is an Associate Portfolio Manager and a Research Analyst for the Option Group at the firm. In his current capacity, Rory’s primary responsibility is to assist in the implementation of the firm’s investment strategy in client accounts and to ensure proper adherence to account guidelines and client specific restrictions. Before joining Neuberger Berman, Rory was a Research Analyst at Horizon Kinetics. Prior to Horizon Kinetics, Rory worked at Tempus Quo, an investment firm focused on international, commodity related sectors where he led the trading team. Rory also spent two years as a trader at Pequot Capital and two years as a capital markets consultant at Thomson Financial. Rory received a BA from Colgate University and an MBA from New York University.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Deepna Devkar
Vice President, Data Science & Engineering of CNN
Deepna Devkar is the Vice President, Data Science & Engineering at CNN, WarnerMedia.
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About CNN, WarnerMedia: CNN is an online broadcasting platform that offers the latest business, financial, and personal finance news.
Steve Lewis
VP & Senior Executive Producer, Strategic Content & News Partnerships of CNBC
From the historic collapse of Enron to the 2008 global financial meltdown, Steve Lewis has covered some of the most important business news stories of the past 15 years. After serving as Coordinating Producer in CNBC’s Washington Bureau, he returned to the network’s Global Headquarters in 2005 and helped relaunch CNBC’s signature morning show “Squawk Box.” Today, Steve leads the Strategic Content and News Partnerships group. This innovative cross-platform editorial team is responsible for developing and scaling some of CNBC’s most influential franchises including “America’s Top States for Business” and “Disruptor 50.”
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About CNBC: CNBC is a news network that offers business and financial news from around the world.
David R. Abraham
Vice President of Accel-KKR
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About Accel-KKR: Accel-KKR is a technology-focused private equity firm specialized in growth and middle market investments.
Jay Longosz
Vice President of Veritas Capital
Prior to Veritas, Jay was an Associate at OMERS Private Equity where he focused on investments in healthcare and business services. Previously, he was an investment banking Analyst at Harris Williams in the Diversified Industrials Group. Jay holds a B.A., cum laude, in Politics from Washington and Lee University and an M.B.A. from Columbia Business School.
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Ted Shanahan
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Alice Li
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Joel Posner
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Dejan Ilic
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Dan Bosman
Vice President & Managing Director of TD Bank
Dan Bosman is leading the development of TD Securities global derivatives, valuations and trading risk platforms. Mr. Bosman was previously with RBC Capital Markets, as Global Head of Derivatives Risk and Pricing Technology and Citi as North American Head of Rates and CVA Technology. Mr. Bosman has a BSc. from the University of Southampton.
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About TD Bank: TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.
Reshma Kalimi
Vice President of Stripes
Reshma Kalimi is an Associate at Stripes Group. She was previously a Senior Analyst at Stripes Group. Reshma Kalimi has been an active Volunteer with StreetWise Partners. She worked on over ten IPO and secondary transactions at Deutsche Bank. Prior to joining Stripes, Reshma Kalimi was a Technology, Media and Telecom Specialist at Deutsche Bank. She led a case-based program of social entrepreneurship for underprivileged adolescents in the slums of Mumbai, which Reshma Kalimi developed under the guidance of Duke professors and a Senior Economist for the White House Counsel of Economic Advisers. She is a Board Observer of Bigtree Entertainment Pvt. Ltd. Reshma Kalimi published honors thesis on Behavioral Economics under economist and author Dr. Dan Ariely., she studied Renaissance Art for six months in Florence. She speaks seven languages. Reshma Kalimi holds a BA in Public Policy and Philosophy (Interdepartmental) and a BS in Economics with a minor in Art History from Duke University.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Vidhan Bhatt
Vice President of Stripes
Vidhan Bhatt is a Vice President at Stripes.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Ripley Carroll
Vice President of Stripes
Ripley Carroll is the Vice President at Stripes.
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About Stripes: Stripes is a growth equity firm that invests in software and consumer businesses.
Boris Khentov
SVP of Operations & Legal Counsel of Betterment
Boris is a tax and capital markets attorney, with a law degree from Northwestern. He has a BA in Computer Science from Harvard University, bringing a unique mix of engineering skills and legal and regulatory experience to Betterment.
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About Betterment: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Joe Ziemer
Vice President of Communications of Betterment
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About Betterment: Betterment is an online investment company that offers investing and retirement solutions for their current clients and clients-to-be.
Jennifer Lopez
Vice President Of Product Development of Capital One
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Konrad Schwarz
Executive Vice President Commercial Banking of Capital One
Konrad Schwarz is the Executive Vice President Commercial Banking at Capital One.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Nitzan Mekel-Bobrov
Managing Vice President of Machine Learning & AI of Capital One
Nitzan Mekel-Bobrov is managing vice president of machine learning and artificial intelligence at Capital One, where he leads a group of scientists, engineers, researchers, and product managers who are driving ML and AI transformation at the company. Nitzan and his team develop enterprise-scale, real-time intelligent solutions for a broad range of business problems, including forecasting, NLP in customer service and conversational AI, anomaly & fraud detection, reinforcement learning and more. Nitzan earned his master’s degree in computer science and his Ph.D. in bioinformatics from the University of Chicago.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Theresa Bedeau
Vice President, Community Development Banking of Capital One
Theresa Bedeau is a Senior Manager on Capital One’s Community Development Banking team, and is responsible for identifying, developing and implementing activities that promote economic development in NY, NJ, and FL. She manages a network of non-profit partners with a special focus on small business development and financial inclusion. Prior to joining Capital One Bank, Theresa focused her efforts in non-profit management and economic development. As Director of Programs at the Business Outreach Center Network she managed and developed programming to serve culturally diverse and low-income communities. While working for the Trickle Up program, she managed a national network of small business technical assistance providers dedicated to supporting very-low income entrepreneurs to launch and grow viable small businesses. Theresa has a B.A. in Sociology from Cornell University and a Master’s degree in Non-Profit Management and International Finance from NYU’s Wagner School of Public Service
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Juliana Anderson
Vice President of Tailwind Capital
Juliana Anderson currently works as the Vice President for Tailwind Capital. She previously worked at CapitalSource Bank as the Senior Analyst.
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About Tailwind Capital: Tailwind focuses on growing middle market companies in the healthcare, business services, and media/communications sectors.
Anthony Azzara
Vice President of Citibank
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About Citi, Citibank: Citibank is a global consumer bank providing a host of banking and financial services.
Hallie Ross
Vice President, Investor Relations of Glade Brook Capital Partners
Ms. Ross joined Glade Brook in 2011 as a Research Associate. Prior to joining Glade Brook, Ms. Ross was at Shumway Capital Partners where she served as a Research Assistant. Previously she worked at ICR as an investor relations associate. Ms. Ross earned a B.S. from Fairfield University.
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About Glade Brook Capital Partners: Glade Brook Capital Partners focuses on companies in the technology, media, telecom, and consumer sectors.
Fred Purse
Chief Compliance Officer & VP, Accounting of Glade Brook Capital Partners
Mr. Purse joined Glade Brook in 2015 as Assistant Controller. Prior to joining Glade Brook, Mr. Purse was at Ernst & Young LLP where he served as an Audit Manager in the Financial Services Office. Fred earned a B.S. in accounting and finance and an M.S. in accounting from Syracuse University.
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About Glade Brook Capital Partners: Glade Brook Capital Partners focuses on companies in the technology, media, telecom, and consumer sectors.
Kate Flanagan
Vice President of 3i Group
Kate joined 3i’s New York Infrastructure team as a Vice President in 2018. Her role is principally focused on the evaluation of infrastructure opportunities in North America and asset management support to 3i’s North American infrastructure assets. Kate has over 9 years’ experience in the infrastructure investment community. Prior to joining 3i, Kate worked at QIC in their newly established North American office for two and a half years where she managed the transport sector for QIC’s North American activities across both business development and asset management. Previously, Kate ran an independent consulting business providing support to equity investors on global transport assets and had a six-year career with Cintra in Texas and Sydney. She was a founding member of Cintra’s Sydney office in her role as Technical Manager, undertaking corporate and business development activities in Australia and Southeast Asia. Her other roles at Cintra included being Traffic and Revenue Manager for Cintra’s North American market. Key responsibilities in these prior roles included deal origination, transaction due diligence, and asset portfolio management. Kate holds a Bachelor of Science in Civil Engineering (Hons) and Master of Science in Civil Engineering, Transportation (Hons), both from the University of Texas at Austin.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
Steve Dorsey
Vice President of 3i Group
Steve joined 3i in 2017 as a Vice President in the North American Infrastructure team. Prior to joining 3i, Steve was an Associate Director at Hastings Funds Management where he was responsible for the origination, execution and management of infrastructure equity investments in the energy, utilities and transportation sectors. Steve began his career as an investment banker at BNP Paribas, where he focused on project finance and advisory in the infrastructure, power and energy sectors. Steve holds a Bachelor’s degree in economics from Bucknell University.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
Rajiv Goyal
Executive Vice President of ThoughtFocus
Executive Vice President at ThoughtFocus .
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About ThoughtFocus, ThoughtFocus: ThoughtFocus is a US based, privately held consulting, software engineering and business process management company.
Ellen Gentile
Vice President, Data Quality Manager, Director, Enterprise Data Quality of Sumitomo Mitsui Banking Corporation
Ellen Gentile is the data quality manager for the SMBC Americas Division of Sumitomo Mitsui Banking Corporation. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities, and Pershing, LLC. As SMBC’s data quality manager, Ellen works assiduously to establish and implement all facets of a comprehensive data quality program at the SMBC Americas division.
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About Sumitomo Mitsui Banking Corporation: Sumitomo Mitsui Banking Corporation offers a broad range of financial services centered on banking.
Lata Reddy
Senior Vice President, Diversity, Inclusion & Impact of Prudential Financial
Lata N. Reddy is Senior Vice President of Diversity, Inclusion & Impact at Prudential Financial and Chair and President of The Prudential Foundation. In these roles, Reddy harnesses the power of capital markets to drive financial and social mobility. By combining diversity strategies, impact investments, philanthropy, corporate contributions and employee engagement with Prudential’s full business capabilities, she helps position the company to promote economic opportunity and sustainable growth. Under Reddy’s leadership, Prudential is building an impact investment portfolio with the goal of $1 billion in assets under management by 2020. Additionally, she oversees a yearly grantmaking budget of $40 million through The Prudential Foundation, and a $22 million corporate contributions budget.
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Kerri Kovac
VP, Organization Effectiveness of Prudential Financial
Kerri Kovac brings over 20 years of experience in Organization Effectiveness. As an accomplished transformation leader, Kerri has built organization and talent strategies that overcome the constant challenges in today’s uncertain and volatile marketplace. Kerri designs and implemented creative solutions that align an organization’s talent to achieve its strategic goals and future vision. In her current role as VP, Organization Effectiveness at Prudential, Kerri is leading the change transformation program that supports the redesign of Prudential’s HCM digital landscape that will provide rich people-related tools, information, and insights about talent. Kerri has worked in leadership roles in both big 4 consulting organizations and internal strategy groups across industries in the areas of business strategy development, organizational development, organization design, change management, cultural transformation, talent management, and organizational effectiveness.
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Nicholas Silitch
Senior Vice President and Chief Risk Officer of Prudential Financial
Nick Silitch is senior vice president and chief risk officer of Prudential Financial, Inc. In this role, Silitch oversees Prudential’s risk appetite across all business lines and geographies. Silitch is responsible for identifying, assessing and prioritizing risks across the organization and chairs the Enterprise Risk Committee. Silitch joined Prudential in 2010 as chief credit officer and head of investment risk management, overseeing Prudential’s general account and other proprietary investment risks globally, as well as maintaining and approving Delegations of Authority and Investment Policy Statements. Prior to joining Prudential, Silitch held the position of chief risk officer of the Alternative Investment Services, Broker Dealer Services and Pershing businesses within Bank of New York Mellon. In this role, he had oversight of all risk types for these businesses and served on the Pershing Executive Committee. Silitch joined Bank of New York Mellon in 1983 as a credit trainee. Throughout his career at the bank, he held senior positions in client management, investor relations, risk management, loan restructuring, credit portfolio management and Basel compliance. He received a bachelor’s degree in economics from Colby College.
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Will Neville-Rehbehn
Vice President of Inclusion, Culture, and Talent of Prudential Financial
Will Neville-Rehbehn is the VP of inclusion, culture, and talent at Prudential Financial.
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Dele Oladapo
VP Information Systems of Prudential Financial
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About Prudential Financial: Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits.
Phillip Goldfeder
SVP, Public Affairs of Cross River Bank
Phil Goldfeder began his career in public service as a community liaison for the New York City Council. His passion for service, along with his unique ability to understand the needs in the neighborhoods of Queens, earned him a position as the Queens Director for the Mayor’s Community Affairs Unit under Michael Bloomberg. His unique ability to bring people together caught the attention of New York Senator Charles E. Schumer, who hired him as his Director of Intergovernmental Affairs. In September of 2011, Phil was elected to represent the 23rd District in the New York State Assembly, which encompasses southern Queens and Rockaway. In 2015, Goldfeder joined Cross River Bank as the Senior Director for Government Affairs where he was responsible for leading advocacy and outreach on Capitol Hill for the bank and its partners. In conjunction with Boston University and others, Phil led Cross River Banks successful effort to host the first annual Marketplace Lending Summit and was a leading voice in forming the Online Lenders Policy Institute. Phil Goldfeder recently took on a new role as the Assistant Vice President for Government Relations at Yeshiva University. He received his degree in Political Science from Brooklyn College.
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About Cross River Bank: Cross River is a financial institution that offers technology and banking services to consumers and businesses.
Kura Gange
VP of Operations of Atlas Holdings
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About Atlas Holdings: Atlas provides mobile banking online.
Magatte Wade
VP of Product of Atlas Holdings
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About Atlas Holdings: Atlas provides mobile banking online.
