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 California 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.
David Faugno
Executive Vice President of Accel
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About Accel, Qualtrics: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
Paula Judge
VP, Talent of Accel
Paula Judge joined Accel in 2018 to focus on Accel’s talent efforts. Prior to Accel, Paula led America’s go-to-market recruiting efforts at Palo Alto Networks during a period of significant revenue and headcount growth. She joined Palo Alto Networks from Heidrick and Struggles, a retained executive search firm, where she conducted executive-level searches for the technology practice. She began her career in the non-profit sector, holding a number of fundraising and programmatic roles with San Francisco Ballet and the Toigo Foundation.
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About Accel: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
Helen Hua
Vice President, Talent COE of Insight Partners
Helen joined Insight in 2017 to lead executive networking, best practices and other executive talent initiatives across the Insight portfolio. Prior, Helen was a Principal at True Search, an international executive search firm. At True, she led and drove executive searches across scaling venture and private-equity backed technology companies. Helen started her career at the U.S. Security and Exchange Commission’s office of Enforcement in their Office of Market Intelligence in Washington, D.C. She graduated with honors from Smith College, with dual degrees in American Studies and Government. Helen is a food enthusiast, always searching for the best restaurants, food stands and farmers markets in New York and the Bay Area.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
James Wood
Vice President, Pricing Strategy of Insight Partners
James joined Insight in 2019 as a Vice President. He works closely with portfolio companies to drive growth, maximize value capture and optimize their go-to-market approach through pricing and packaging strategy improvements. Prior to joining Insight, James was Head of Pricing at Segment, designing and owning implementation of their packaging and pricing model from Series B through Series D. Before this he was a strategy consultant specializing in pricing and go-to-market strategy at Simon-Kucher and Partners. He worked on 40+ engagements, mostly in software and subscription businesses, for their London and San Francisco offices. James is originally from Bristol, UK, and graduated from the University of Manchester with a BSc in Business Management. In his spare time, James enjoys soccer, concerts, skiing, mountain biking, traveling and spending time with his family back across the pond.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Sara Ahmed Holman
Vice President of Innovation Endeavors
Sara Ahmed Holman currently works as the Vice President for Innovation Endeavors. She previously worked at Sprogs as the Board of Directors.
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About Innovation Endeavors: Innovation Endeavors invests in visionary founders, transformational technology, and emergent ecosystems for a new world.
Ali Jordan
Vice President of Innovation Endeavors
Ali Jordan currently works as the Vice President for Innovation Endeavors. She previously worked at Diane von Furstenberg as the West Coast PR Director.
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About Innovation Endeavors: Innovation Endeavors invests in visionary founders, transformational technology, and emergent ecosystems for a new world.
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.
Raj Dhamodharan
EVP Blockchain / Digital Asset Products & Partnerships of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
David Galvan
VP, Business Development and Strategic Alliances – US Markets of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Leigh Amaro
SVP, Enterprise Partnerships of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
John Giannuzzi
Vice President, Merchant Banking Division of Goldman Sachs
John is a vice president at Goldman Sachs in the Merchant Banking Division. In this role, John leads investments in growth stage enterprise technology companies, with a specific focus on software. He serves on several technology company boards. John joined Goldman Sachs in 2010 in the Investment Banking Division.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mike Herman
Vice President of Goldman Sachs
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About Girard Securities, Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
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.
Charles Huang
VP and Chief Finance of Blackstone Group
Charles Huang is a Vice President and the Chief Finance and Financial Analysis Officer of Equity Healthcare, within Blackstone’s Private Equity Operations Group. Prior to joining Blackstone in 2012, Mr. Huang worked in venture capital, focusing on health technology investing and actively supporting healthcare portfolio companies of Spark Capital. Prior to Spark Capital, while completing a dual Master’s degree program in Business and Public Administration, he helped contribute to the growth of a number of VC/PE-backed healthcare companies in the areas of strategy, operations, and clinical informatics/reporting, including Generation Health and Accelecare Wound Centers. Before graduate school, Charles was a Manager in the Strategic Financial Planning Group at Harvard Pilgrim Health Care and had also worked previously in the health consulting practice at Towers Perrin. Mr. Huang has co-authored several Harvard Business School cases and notes on healthcare innovation, payment, and policy. He’s an advisor, investor, and collaborator with Blueprint Health, Startup Health, TEDMED and Luminary Labs – organizations that focus on health and wellness innovation and disruption. He’s a board advisor and angel investor in health technology start-ups such as Artemis Health, Heal, and CredSimple. In addition to his M.B.A. and M.P.A. from Harvard, Mr. Huang holds a B.A. in Public Health from Johns Hopkins University. He has often served as a judge, speaker, and curator at many health innovation conferences and challenges, such as Health 2.0, TEDMED, Health Evolution Partners Summit, Harvard Business School Healthcare Conference and the Verizon Powerful Answers Challenge.
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About Artemis Health, Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
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.
Ellie Javadi
Vice President | Head of Communications, PR, Marketing of Norwest Venture Partners
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About Norwest Venture Partners: Norwest is a global venture capital and growth equity investment firm that specializes in venture and growth equity companies.
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 Kohli
Vice President of Investment Operations of Mayfield Fund
Paul Kohli is responsible for deal structuring and execution for Mayfield Fund’s global investment activities. Paul has over a decade of investment and operational experience in the venture capital industry. Paul joined Mayfield Fund in 2004 as an analyst and was promoted to director of investment operations in 2007. He works closely with the firm’s investment professionals in the U.S. and India and serves as a valuable resource to the firm’s portfolio companies. Prior to joining Mayfield Fund, Paul worked for Selby Venture Partners for four years where he managed the investment activities, fund operations (including fund structuring, administration and investor relations), and worked closely with several portfolio companies. Paul holds a BA in history from Santa Clara University.
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About Mayfield Fund: Mayfield is a global VC firm focusing on inception and early-stage investing in enterprise, consumer, and engineering biology companies.
Paul Farber
Associate, Vice President of TPG Growth
Mr. Farber is an Associate based in San Francisco. Mr. Farber joined TPG Growth in 2015. Previously, he worked at Lazard as an Investment Banking Analyst in the Global Power, Energy & Infrastructure Group.
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About TPG Growth: TPG Growth specializes in growth equity and middle-market buyout opportunities.
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.
Dan Flanegan
Vice President Of Product of Snowball Money
Entrepreneur, product guy, mobile expert, gamer, dad & film nut. Co-founder at Butter, an app to make new friends through photos and messaging. The app creates meaningful friendships by connecting people from all over the world who share similar interests. In 2007 founded Brand Anywhere, a mobile marketing agency that managed the mobile campaign strategy and execution for brands including Comcast, Qualcomm, UC Berkeley Fund, Ronald McDonald House Charities, and Meguiar’s Auto to name a few. Also directly managed mobile campaigns for P&G with an emphasis on youth focused female brands including CoverGirl, Tampax and Herbal Essences. In 2005 co-founded Soapbox Mobile, a mobile marketing platform provider. As CEO was responsible for the company’s vision and mission of helping companies improve customer engagement through mobile. Instrumental in creating a next generation mobile marketing and CRM platform that has powered the mobile campaigns of numerous brands including Levis, MobiTV, Guinness, The Vans Warped Tour, Procter & Gamble, W Hotels, General Motors and many others. Soapbox was acquired in 2007.
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About Butter, SHEnetics, Snowball Money: Snowball Money operates as a crypto investment automation platform that provides access to professionally curated portfolios.
Alex Caluza
Vice President of H.I.G. Capital
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About H.I.G. Capital: H.I.G. Capital is a global private equity and alternative assets investment firm with $42 billion of equity capital under management.
Trina Van Pelt
Vice President, Senior Managing Director of Intel Capital
Trina Van Pelt is Vice President & Senior Managing Director of Intel Capital; Vice Chair of its Investment Committee; and Chair of its diversity & inclusion investing initiative. She focuses on investments in artificial intelligence, autonomous things, mobility management, sports technology, and data centric business models. Trina currently serves on multiple, early to growth stage, portfolio company boards (Cognitive Scale, GoodData, Mighty Networks, Moovit, Paxata). In February 2019, she was named to the Power 200 list of the world’s most influential data economy leaders. She is a sought out advisor to Intel’s executive team on transformational growth strategies for Intel’s data centric businesses. Van Pelt has more than 23 years of experience in technology investments, M&A, strategic planning and business development. She has led more than 85 technology acquisitions and investments worth >$50B over the course of her career, spanning the computing, communications, software, IoT and mobile industry segments. She has built, developed, led, inspired and managed large teams of investors and strategic business development professionals negotiating equity and complex buy-and sell-side transactions and partnerships. Before joining Intel in 2004, Van Pelt was a director of corporate development at CNET Networks and an investment associate at TA Associates. She began her career in investment banking at Lehman Brothers and Ernst & Young’s financial advisory services group. She holds a bachelor’s degree in business administration from the University of Michigan and earned a master’s degree in management from the Graduate School of Business at Stanford University.
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About Intel Capital: Intel Capital invests in innovative startups targeting cloud and AI infrastructure, cybersecurity, and other disruptive technologies.
Larry Godec
Senior Vice President & Chief Information Officer of First American
Larry Godec is Senior Vice President and Chief Information Officer of First American Financial. In that capacity, Godec oversees the strategic architecture, business process management, applications development, data center operations, infrastructure and core technologies that support the business. Godec started with First American in 1999 as the Chief Information Officer for First American Tax Service Company located in Dallas, Texas. In 2001, he moved to the corporate office in Santa Ana, California as the Chief Information Officer for First American Title Insurance Company. Godec has more than 25 years of experience in all facets of information technology. Prior to First American, Godec held senior technology management positions at Nissan North America and Dr Pepper/Seven-up. Godec has a B.S. in Mathematics from Colorado State University. He has been involved in numerous professional and community organizations including Southern CA CIO Forum, CIO Executive Governing Board, Society of Information Managers, Data Administration Management Association and Software AG International Users Group, where he served as president for two years.
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About Avasant, First American: First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
Mark E. Rutherford
Senior Vice President, Human Resources of First American
Mark Rutherford joined First American in June 2008 as senior vice president of Human Resources. In this role, he leads a team of professionals who support more than 15,000 employees in the U.S. and abroad. A seasoned human resources leader, Rutherford has extensive experience in the functional components of HR, including organizational design, strategic planning, compensation, talent acquisition, benefits, executive coaching, and leadership development. Prior to joining First American, Rutherford was a principal of Baypoint Partners, a Southern California-based consulting firm, where he worked with a diverse set of clients from industries that include technology, software, manufacturing, consumer products, mortgage banking, and data information. His background also includes serving as vice president, Human Resources for global storage company Quantum Storage Solutions Group and as senior director, Human Resources at Western Digital Corporation. Rutherford holds a bachelor’s degree in journalism from the University of Georgia, as well as a master’s degree in organization development.
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About First American: First American provides financial services through its Title Insurance and Services segment and its Specialty Insurance segment.
Rico Mallozzi
Vice President & Head Of Platform of Sapphire
Rico collaborates with Sapphire Ventures’ portfolio companies to help them achieve scale and operational excellence via go-to-market and business development support. He works closely with Sapphire’s portfolio on initiatives around defining customer segmentation, modifying sales processes, and building demand generation. Rico also developed and leads Sapphire’s SV Explorer platform which serves as a digital platform to better connect corporate executives with Sapphire’s unique network of startups. Rico’s experience in the technology industry spans across multiple functional areas. He began his career working at start-ups in the renewable energy industry and more recently held positions at Cisco and SAP. Throughout his career at SAP, he served in roles as an analyst in corporate development, sales strategy manager in APJ (Singapore) and strategic projects manager for the Office of the CEO at Ariba. Rico’s last role at SAP was on the strategic business development team, a small team created by SAP’s North American CEO to help SAP’s largest customers and partners define their digital transformation strategy. Rico has also supported social entrepreneurs in Indonesia and Sri Lanka in developing business models for social venture funds. Rico has a bachelor’s in finance and economics and graduated summa cum laude from Bryant University. He has an MBA from The University of Notre Dame Mendoza School of Business where he was a Provost Fellowship Award recipient. Rico has lived and worked in Italy, Indonesia, Sri Lanka, Singapore and Thailand. When not working you can find Rico running along the Embarcadero and chasing his mischievous dog at Crissy Field.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Jane Lee
Vice President of Sapphire
Jane Lee joined Sapphire Ventures in the summer of 2018 as an investment associate, helping analyze potential new investments and assisting existing portfolio companies. Prior to joining Sapphire Ventures, Jane was an investment banking analyst at Deutsche Bank, where she worked on numerous equity, debt and M&A transactions across software, internet and hardware verticals. Jane graduated with a double major in economics and statistics from the University of California, Berkeley. Born in Beijing, China and raised in the Bay Area, Jane is also fluent in Mandarin.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Thomas Moon
Vice President of Sapphire
Thomas joined Sapphire Ventures in the summer of 2017 and focuses on the firm’s fund investments in the United States and internationally. As part of the team, he helps conduct due diligence on current and potential investments for Sapphire Ventures’ fund portfolio. Prior to joining Sapphire Ventures, Thomas worked at Tufts University underwriting a multitude of different investment strategies for the university’s endowment. Thomas received a BA in economics with honors from Tufts University. Born in New York City, Thomas has also lived in Hong Kong, South Korea and Switzerland.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Katie Bukstein
Vice President, Talent of Sapphire
Katie (Bukstein) Halimi is the Vice President of Talent at Sapphire Ventures, LLC.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Robert Severo
VP of Risk & Analytics & Chief Compliance Officer of Sapphire
Robert helps lead Sapphire’s compliance and risk management efforts as chief compliance officer and Vice President, Risk & Analytics. Before joining Sapphire in 2018, he had led various compliance, analytics, and reporting activities in the family office and foundation space at BluePointe Capital Management, and previously at Capricorn Investment Group, both located in the San Francisco Bay Area. Robert spent the earlier part of his career on the institutional asset management side, playing a variety of operational roles at Ramius Capital Group in New York and Loomis Sayles in Boston. Robert holds a BBA in Finance from the University of Massachusetts at Amherst, where he graduated with honors. He is a CFA Charterholder and has earned the Financial Risk Manager (FRM) designation.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Krupa Vankayala
VP, People & HR of Sapphire
Krupa Vankayala is the Vice President of People and Human Resources at Sapphire.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Kevin Burke
Vice President, Strategy of Sapphire
Kevin Burke is the Vice President of Strategy at Sapphire.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Vincent Gao
Vice President of WI Harper Group
Vincent Gao focuses on investments in the Telecom, Media and Technology (TMT) space. Prior to joining WI Harper, he worked as an associate at Tuspark Holding Co., Ltd, where he was responsible for TMT and Clean Tech investments. Vincent has over 7 years of experience in the high technology industry, direct investment, and startups. Prior to Tuspark, Vincent worked as a tech manager at Cisco Systems Company, where his responsibility is managing the tech team to solve customer’s technical problems. Vincent holds an MBA degree from Tsinghua University and a B.E. from Shanghai Jiao Tong University.
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About WI Harper Group: WI Harper Group is a venture capital firm that focuses on early and expansion investments in Mainland China, Taiwan and Silicon Valley.
Mark Hexamer
Vice President, Talent and Recruiting of Summit Partners
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Deborah T. Lower
Vice President, Administration of Summit Partners
Deborah T. Lower joined Summit Partners in 1997. Prior to Summit, she worked for Transamerica Corporation, Transamerica Investment Services and Watt Industries. Deborah works in Summit’s Menlo Park office.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Deborah T. Lower
Vice President, Administration of Summit Partners
Deborah T. Lower joined Summit Partners in 1997. Prior to Summit, she worked for Transamerica Corporation, Transamerica Investment Services and Watt Industries. Deborah works in Summit’s Menlo Park office.
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About Summit Partners: Summit Partners is an investment firm that is currently investing in to growth equity, fixed income, and public equity opportunities.
Prahalad Thota
Senior Vice President, Head of Enterprise Analytics & Data Science of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Avid Modjtabai
Senior Executive Vice President & Head of Consumer Lending of Wells Fargo
Avid Modjtabai is a senior executive vice president and head of consumer lending for Wells Fargo & Company. In this role she is responsible for home lending, auto lending and consumer credit. Avid Modjtabai is a 21-year veteran of Wells Fargo where she has served in a number of diverse leadership roles. Prior to her current role she was the chief information officer and head of the technology and operations group with responsibility for the core technology functions of the company including data centers, enterprise architecture, application development, information security and technology governance. Avid Modjtabai has served as Wells Fargo’s director of human resources, led the Internet Services Group and held management positions in consumer deposits and the investment group. Before joining Wells Fargo, she was a consultant with McKinsey & Company where she focused on strategy initiatives in financial services. Avid Modjtabai was named one of the “Most Powerful Women in Banking” and the “Top 25 Women to Watch” by U.S. Banker and the American Banker. She received the “Ellis Island Medal of Honor,” for her outstanding personal and professional achievements and her commitment to preserving the richness of heritage. She serves on the board of trustees for The Branson School and is an advisory member of the Columbia Business School Social Enterprise Program and Stanford Center on Longevity. Avid Modjtabai holds a master’s degree from Columbia University and a bachelor’s degree from Stanford University. As a member of Avnet’s board of directors, Avid Modjtabai serves on the Audit Committee and Corporate Governance Committee.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Hope A. Hardison
Senior Executive Vice President, Chief Administrative Officer, and Human Resources Director of Wells Fargo
Hope A. Hardison, Senior Executive Vice President, Chief Administrative Officer (CAO), and Human Resources Director assumed her CAO role in September 2015. She has been HR Director since September 2010. As CAO, Hardison manages Human Resources, Corporate Communications, Marketing, Government & Community Relations, the Innovation Group, and Enterprise Data & Analytics, overseeing the company’s brand, communications, reputation management, and stakeholder engagement efforts. In her role as Human Resource Director, Hardison leads a team that develops and implements people strategies to support Wells Fargo’s business objectives, as well as the management of compensation and benefits, human resource service centers, systems and payroll, finance, team member relations and assistance, talent management, learning and development and diversity for more than 266,000 Wells Fargo team members. Hardison is a 22-year veteran of Wells Fargo. From 2008 to 2010, she served as the head of Compensation and Benefits and was responsible for managing benefits, executive and team member compensation and mergers and acquisitions. She also managed international team member compensation and benefit programs. She has held numerous finance, strategic planning and compensation roles since joining Wells Fargo in 1993. She holds a bachelor’s degree in economics from Swarthmore College and has done graduate work in applied economics and statistics at the University of California, Santa Cruz
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Steven Macko
Executive Vice President and Head of Technology, Media & Telecom of Wells Fargo
Steven Macko leads the Industries Group at Wells Fargo Capital Finance, which includes Technology Finance, Specialty Finance, Lender Finance, and Flatiron Capital. Macko joined Wells Fargo Capital Finance in 1998 and established its San Francisco office in 1999. Prior to joining Capital Finance, Macko spent several years at Ernst & Young, PWC, and Strome Investment Management, an alternative investment strategy hedge fund. He holds a bachelor’s degree in business economics from the University of California, Santa Barbara.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Laura Fontana
Vice President, Product Strategy, Distributed Ledger Technology Program of Wells Fargo
Laura Fontana is currently a vice president and product strategist for Wells Fargo’s Innovation Technology team. She is responsible for supporting the distributed ledger technology program, exploring promising commercial opportunities across Wells Fargo’s diversified businesses and with a variety of business partners and consortia in the larger financial services industry.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
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.
Ben Soccorsy
SVP, Head of Digital Payments of Wells Fargo
Ben Soccorsy is Head of Digital Payments in Wells Fargo Virtual Channels. Ben is responsible for consumer and small business payments products including Digital Wallets, Control Tower, and Zelle, among others. Ben also leads the Secure Data Exchange (SDE) API program. Prior to his current role, Ben led Strategy and Partner Management for the Digital Product Management team. Before joining Digital, Ben managed Consumer Lending products at Wells Fargo, including the relaunch of the unsecured personal loan product. Prior to his 12 years at Wells Fargo, Ben worked at Blue Shield of California in Performance Management, as a Management Consultant at Deloitte Consulting focusing on financial services/health care and in retirement benefits consulting. Ben began his career as a Senate Staffer on Capitol Hill. He received a BA in Economics from Northwestern University and a MBA from Berkeley’s Haas School of Business.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Brian Pearce
Senior Vice President, Enterprise Artificial Intelligence of Wells Fargo
Brian Pearce is senior vice president of enterprise artificial intelligence at Wells Fargo. During his time at Wells Fargo, he and his teams have led large, multichannel efforts such as mobile remote deposit, Apple Pay, P2P payments, transfers, bill pay, and the launch of an online brokerage platform, and he previously served as the head of the mobile banking function.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
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.
Lisa Frazier
EVP and Head of Innovation of Wells Fargo
Lisa Frazier is the head of Wells Fargo’s Innovation Group, an enterprise-wide organization devoted to accelerating the company’s delivery of next-generation, customer-inspired technologies, products, and services. The Innovation Group leads programs in Artificial Intelligence (AI), Distributed Ledger Technology (DLT), research and development (R&D) in new technologies, the Wells Fargo Startup Accelerator, and Greenhouse by Wells Fargo, a mobile-first banking experience geared toward improving financial health and planning to customers who need it, like students or others who are new to banking, or those who are paid irregularly. Prior to Wells Fargo, Lisa led highly regarded digital programs as the Chief Digital Officer for Commonwealth Bank of Australia (CBA) and as a Partner at McKinsey & Company. Most recently, Frazier has focused on advising startup companies on growth, with examples including product development at Jacobi Inc., and scaling enterprise integrations of digital wealth management solutions at SigFig. In addition, Frazier has served as an advisor to the Australia & New Zealand Bank’s Board of Directors and Citibank’s FinTech division. Lisa has received four Canstar “Innovation in Financial Services” awards. She was recognized for her leadership in developing the CBA mobile app, which was named Money Magazine’s “Most Innovative Financial Services Product” in 2014 and ranked sixth globally in the Forrester rankings in its launch year. Lisa was also listed among the “Top 50 Australian Innovators in Silicon Valley” by the Advance Australia Organization in 2011. She has a B.S. in chemical engineering from the University of Melbourne, and an M.B.A. from Northwestern University’s Kellogg Graduate School of Management. Lisa also holds a Graduate Diploma in finance and investment from the Australian Securities Institute.
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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.
Bonnie Saunders
Vice President,National Client Service Manager of Wells Fargo
Bonnie Saunders serves as vice president of national client service manager at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Pascal Hoffmann
SVP, Wholesale and International Banking 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.
Jason G. Pollack
Vice President; Public Power Relationship Manager of Wells Fargo
Jason Pollack is a Vice President on the Public Power team within Wells Fargo’s Government and Institutional Banking group. As the west coast Relationship Manager, he is responsible for new business development and client management for western region municipal utilities.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
John Shrewsberry
Senior Executive Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Cristal Brawley
Vice President ,Senior Content Strategist, User Experience Design Lead of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Brook Hinchman
Vice President of Oaktree Capital Management
Brook Hinchman is the Managing Director at Oaktree Capital Management, L.P.
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About Oaktree Capital Management, Oaktree Capital Management: Oaktree Capital Management is a privately owned investment manager specializing in alternative investment strategies.
Tullio Purtill
Vice President of Providence Equity Partners
Tullio Purtill joined at Providence Equity Partners as Vice President in 2017.Tullio is an Associate at ABS Capital Partners. His investment interests and experience include technology-enabled services, eCommerce and consumer technologies. Prior to joining ABS Capital in 2013, Tullio was an analyst with GCA Savvian where he worked on numerous growth capital and M&A transactions in the technology industry. His experience includes capital raises for high growth Internet and eCommerce businesses, as well as multi-billion dollar cross-border M&A transactions. Earlier in his career, Tullio was an analyst with Bank of America Merrill Lynch.
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About Bank of America, Providence Equity Partners: Providence Equity Partners is a private equity firm that focuses on media, entertainment, communications, and information investments.
Jeff Thomas
Senior Vice President, Head of Western US Listings & Capital Markets of Nasdaq
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Jack Cassel
Vice President, New Listings & Capital Markets of Nasdaq
Jack Cassel is the Vice President of New Listings and Capital Markets at Nasdaq. In this role, Jack oversees all new listings and switches for the Western US. Prior to joining Nasdaq, Jack was a Vice President at GrowthPoint Technology Partners, a boutique investment bank that provides M&A and strategic advisory services to technology companies around the globe. At GrowthPoint, Jack executed dozens of technology mergers and acquisitions with an emphasis in software, enterprise IT, financial technology and IT services. Prior to joining GrowthPoint, Jack was a Director of Enterprise Sales for Reputation.com, the world’s leading provider of online reputation products and services. Prior to Reputation.com, Jack worked for Morgan Stanley in the Private Wealth Management group in San Francisco. Preceding his entry into the business world, Jack played Major League Baseball for the San Diego Padres and Houston Astros. While playing baseball, Jack also co-founded Players for the Planet – a non-profit organization that utilizes professional athletes to promote environmental awareness. He currently serves as a board member. Jack holds an MBA from the University of Southern California and studied Communications at Loyola Marymount University.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Bernard Machlovitch
Senior Vice President of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Adam Aranda
Vice President of Morgan Stanley
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About Morgan Stanley: Morgan Stanley is a financial services company that offers securities, asset management, and credit services.
Emma Yin
VP of ZhenFund
Emma is an Analyst at ZhenFund. She focuses on ZhenFund’s deal sourcing efforts in the Bay Area. Prior to joining ZhenFund, she was a Masters student at Stanford University and a core team member of the Chinese Entrepreneur Organization at Stanford. She also worked at Suning USA R&D Center’s strategy group and PwC’s Chicago Office. Emma received her bachelor’s degree in Accounting and Economics from Illinois Wesleyan University and her Masters degree in East Asian Studies from Stanford University.
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About ZhenFund: ZhenFund invests in TMT, healthcare, and education among other sectors.
Veronica Santana
VP of Finance of Meritech Capital Partners
Veronica is primarily responsible for managing operations, financial and tax reporting, investor relations, and other fund administrative functions. Prior to Meritech, Veronica spent over 20 years advising a broad array of businesses on accounting and tax issues. Previously she served as a tax director at a Big Four accounting firm specializing in transaction tax services, partnership fund formation and structuring in the venture capital private equity space. Her clients included corporations, partnerships and high net worth individuals with domestic and international operations. In her free time, Veronica can be found planning her next get away with her husband and daughter, hosting outdoor grill outs for her family and friends or riding her spin bike. Veronica received her bachelor’s degree in Accounting from Santa Clara University.
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About Meritech Capital Partners: Meritech Capital provides late-stage venture capital to technology companies.
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.
Michael Cortez
Vice President of YL Ventures
Michael Cortez is the Vice President at YL Ventures, is a member of the investment team, focusing much of his time on business development for current portfolio companies. In addition to BD and other value-add activities, Michael is heavily involved in investment due diligence, industry research, and the continued expansion of the firm’s U.S. platform.
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About YL Ventures: YL Ventures funds and supports seed-stage entrepreneurs in the cybersecurity sector.
Adam Gassin
Vice President of Spectrum Equity
Adam joined the firm in 2017 and is a Vice President. Prior to joining Spectrum, Adam worked in the technology practice at McKinsey & Company. He holds BS and BA degrees, summa cum laude, from Brigham Young University, and an MBA from Harvard Business School, where he graduated as a George F. Baker Scholar.
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About Spectrum Equity: Spectrum Equity, a private equity firm, provides capital and strategic support to internet, software, and information services companies.
