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 United States based CFO’ operating in the Financial Services space. If you think a CFO’ 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.
Marinda Luk
CFO of Initialized Capital
Marinda runs finance, accounting, and back-office duties for Initialized. She was previously senior fund accountant for 500 Startups, and served in similar roles for hedge fund Mountain Lake Investment and as an auditor for State Street Bank. She has a BA in Mass Communications/Media Studies from University of California, Berkeley.
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About Initialized Capital: Initialized Capital is an early-stage VC firm focused on helping software engineers and designers with their first seed checks.
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Anne Rockhold
CFO of Accel
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About Accel: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
Mark Lessing
Managing Director, Chief Financial Officer of Insight Partners
Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor relations, including quarterly financial reporting, investor presentations, and communications to limited partners. He was integral to the firm’s efforts in raising its last several investment funds (totaling approximately $2.0 billion in 2011, $1.3 billion in 2007 and $0.7 billion in 2005). Additionally, Mark has been involved in the financial due diligence efforts on many of Insight’s investments since joining the firm in 2000. Subsequent to Insight’s investment in a company, Mark interacts with and supports the CFOs of Insight’s portfolio companies to help them negotiate with lenders, prepare board packages and financial reports, coordinate annual audits and evaluate the impact of new accounting rules. Prior to joining Insight, Mark was a Vice President at Prudential Securities, where he was responsible for a wide range of financial functions, including assessing the firm’s capital requirements, foreign exchange hedging and financial planning issues. Prior to that, Mark worked at J.P. Morgan, as part of the expense management team.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Bridget Storm
Partner & Chief Financial Officer of Innovation Endeavors
Bridget is the Chief Financial Officer and a Partner in our Palo Alto office. Bridget joined Innovation Endeavors in 2019. For the past two years, Bridget has been consulting with various businesses in the Bay Area. Prior to that, she was the CFO at Makena Capital Management, a $20B global multi-class investment management firm. Bridget has a master’s degree from Washington State University and a bachelor’s degree from Gonzaga University. Bridget has her CPA and CMA designations. Bridget lives in the Bay Area where she enjoys life in general including spending time in the outdoors and spending time with her family.
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About Innovation Endeavors: Innovation Endeavors invests in visionary founders, transformational technology, and emergent ecosystems for a new world.
Ravi Singh
Chief Financial Officer of Oak HC/FT
Ravi Singh, Chief Financial Officer at Oak HC/FT, joined the firm in 2014 and oversees its financial management and reporting operations. Previously, he was Controller at Galen Partners, a late-stage venture capital fund that focuses on healthcare investments, and a Senior Associate at BDO in its financial services group. Ravi, a Certified Public Accountant, received a Bachelor of Science degree from CUNY Queens College.
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About Oak HC/FT: Oak HC/FT is a venture and growth equity investment firm that focuses on healthcare information services and financial service technology.
Susan Biglieri
Chief Financial Officer of Kleiner Perkins
Susan Biglieri has served as the chief financial officer of Kleiner Perkins Caufield & Byers since 2001. For the 10 years prior to 2001, she was the controller at KPCB. Susan focuses primarily on the firm’s internal financial affairs. Before joining KPCB, Susan worked for Mouse Systems Technology and Ernst & Young.
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About Kleiner Perkins, University of California Berkeley: Kleiner Perkins is a venture capital firm that specializes in investing in early-stage, incubation, and growth companies.
Virginia Schmitt
Partner, Chief Financial Officer and Chief Administrative Officer of B Capital Group
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About B Capital Group: B Capital Group is a venture capital firm that backs global entrepreneurs in the field of information technology.
Andrew Moley
Operating Partner & CFO of Lightspeed Venture Partners
Andrew Moley joined Lightspeed in 2008 and leads the firm’s operational activities including overall responsibility for its financial reporting. He brings extensive operating experience to the firm, having helped develop both public and private companies throughout his career. Prior to joining the firm, Andrew was CFO of three venture-backed startups. He served as CFO of eGreetings Network (EGRT) taking the company public in 1999, and later took over as the CEO of the company until its sale to American Greetings (AM) in 2001. He also served as EVP and CFO of CMC Industries (CMCI), a publicly-traded EMS company and began his career at Mercer Management Consulting. Andrew holds an MBA from Stanford University Graduate School of Business and a BS in Economics from The Wharton School of the University of Pennsylvania.
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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.
Nigel Glenday
Chief Financial Officer and Board Member of Masterworks
Nigel Glenday is Chief Financial Officer and Board Member at Masterworks.
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About Masterworks: Masterworks.io helps everyone to invest in the fine art industry.
Nina Labatt
Chief Financial Officer & Chief Operating Officer of Section 32
Nina Labatt is the Chief Financial Officer and Chief Operating Officer at Section 32.
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About Section 32, The CFO Leadership Council: Section 32 is a venture capital fund that invests at the cutting edge of technology, healthcare, and life sciences.
Jonathan Faerber
CFO of Section 32
Jonathan Faerber is Google Ventures’ finance partner and has worked with the fund since its inception. He oversees the fund’s finance, accounting, and portfolio reporting functions and is closely involved in the investment process. Jonathan joined Google Ventures from Google’s M&A and Strategic Investment Finance team where he was a senior finance manager and the second team member. While helping that team to scale he was a finance deal lead on an extensive number of deals. In this role, Jonathan worked cross-functionally while focusing on financial due diligence which also included guidance on deal terms and purchase agreements, purchase accounting, and overseeing finance integration. Prior to this role, Jonathan was part of Google’s Sale Finance team supporting AdSense during its early years. Before joining Google in 2004, Jonathan worked for KPMG in its Silicon Valley office in both its audit and transaction services practices. Jonathan is a CPA (inactive) in the State of California and holds a B.S. cum laude in business administration from Cal Poly. During Jonathan’s time at Google he has been the recipient of the 2007 Google CFO Award.
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About Section 32: Section 32 is a venture capital fund that invests at the cutting edge of technology, healthcare, and life sciences.
Keith Janosky
CFO & Head of Investor Relations of Khosla Ventures
Keith joined TCV in 2002. Prior to TCV, Keith worked at Andersen as an auditor and as manager of their Major League Baseball Authentication Program for autographed and game-used memorabilia.Keith received a B.S. in Business and Economics from Lehigh University and a M.B.A. from Fordham University.
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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.
Jeff Bullock
Chief Financial Officer of NFX
Jeff Bullock serves as the Chief Financial Officer 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.
Lena Giacomini
Chief Financial Officer of Foundry
Lena Giacomini joined Foundry in 2013, and became the firm’s CFO in 2017. Lena leads the firm’s finance function and is responsible for fund operations, financial and tax reporting, and other administrative operations. Prior to Foundry, Lena was a Tax Director at Pricewaterhouse Coopers (PWC), and spent over 10 years in the Bay Area Asset and Wealth Management Practice advising VC & PE clients on a broad array of tax and accounting issues. In her free time, Lena enjoys spending time with her family, traveling, and putzing around the garden.
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About Foundry: Foundry is a venture capital firm focused on providing early-stage technology investments.
Michael Chae
CFO of Blackstone Group
Michael S. Chae is a Senior Managing Director at Blackstone and Head of International Private Equity. He has also served as Head of Private Equity for Asia/Pacific since December 2010. Michael Chae also oversees private equity investments in the media and telecom sectors, and helps oversee the investment process for the Tactical Opportunities fund. Since joining Blackstone in 1997, Michael Chae has led or been involved in Blackstone’s investments in Nielsen, Michaels Stores, The Weather Channel Companies, Hilton Hotels, Centennial Communications, Crowley Digital (Salmon PCS), Extended Stay America, iPCS, PaeTec Communications and Universo Online, and in acquisitions by American Axle & Manufacturing, and in the reorganization of Transtar. Before joining Blackstone, Michael Chae worked as an Associate at the Carlyle Group, L.P. and prior to that with Dillon, Read & Co. Michael Chae graduated magna cum laude from Harvard College, and received an M.Phil. in International Relations from Cambridge University and a J.D. from Yale Law School, where he was Managing Editor of the law review. He currently serves on the boards of Hilton Worldwide and Pactera, and previously has served on numerous boards of private and publicly traded portfolio companies. Michael Chae is a member of the Board of Trustees of the Lawrenceville School and Chairman of its Investment Committee, and a member of the Board of Trustees of the Asia Society.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
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.
Michael D. Newman
Chief Financial Officer of Blackstone Group
Michael D. Newman has been appointed chief financial officer of Blackstone Crystal Holdings Capital Partners (Cayman) IV Ltd., the holding company for Blackstone’s investment in Celanese AG. Michael Newman joins Blackstone Crystal Holdings from RadioShack Corporation where he was senior vice president and chief financial officer. Michael Newman’s career spans over 25 years in various financial roles. Following graduation from Amherst College in Massachusetts with a degree in economics, he joined General Electric Company’s financial management program and moved through a succession of increasingly senior positions in GE’s plastics, silicones and appliance businesses in the United States and Europe. Michael Newman joined Hussman International as vice president and chief financial officer following its spin-off from Whitman as a public company in 1996 and was subsequently involved in the sale of Hussman to Ingersoll Rand. He worked briefly at Intimate Brands as CFO before joining Fort Worth-based RadioShack in 2001. Michael Newman will assume responsibility for financial oversight and direction of related matters concerning Blackstone’s interest in Celanese.
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Ulrike Kellmereit
Chief Financial Officer of True Ventures
Uli originally joined the True Ventures team in 2011. Today, in her role as CFO, she oversees all financial operations and ensures each new investment is handled with care and diligence. She started her career in tax advisory services for Ernst & Young’s Berlin office and transitioned to the company’s assurance services team in San Francisco in 2007. Uli holds bachelor’s degrees in business and economics from the Humboldt University of Berlin and a master’s degree in professional accounting from the University of Texas at Austin. Beyond crunching numbers, Uli loves spending time with her two children and husband, enjoying food and wine with friends, and walking around the city. When she’s not in San Francisco, she’s usually visiting relatives, including her twin sister, in Germany.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Ulrike Kellmereit
Chief Financial Officer of True Ventures
Uli originally joined the True Ventures team in 2011. Today, in her role as CFO, she oversees all financial operations and ensures each new investment is handled with care and diligence. She started her career in tax advisory services for Ernst & Young’s Berlin office and transitioned to the company’s assurance services team in San Francisco in 2007. Uli holds bachelor’s degrees in business and economics from the Humboldt University of Berlin and a master’s degree in professional accounting from the University of Texas at Austin. Beyond crunching numbers, Uli loves spending time with her two children and husband, enjoying food and wine with friends, and walking around the city. When she’s not in San Francisco, she’s usually visiting relatives, including her twin sister, in Germany.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Matthew De Dominicis
Partner & Chief Financial Officer of Norwest Venture Partners
Matt has more than 16 years of experience in financial management. As Norwest’s Chief Financial Officer, he oversees the firm’s financial operations. Before joining Norwest, Matt was the Chief Financial Officer at Watershed Asset Management, an SEC-registered investment adviser. At Watershed, Matt was responsible for the diverse business operations of the firm, managing over $1 billion across multiple hedge funds. Prior to that, he was fund controller at Highland Capital Partners, where he was part of a team responsible for the finance function for multiple venture capital and private equity funds. Matt previously held positions at Sowood Capital Management, Liberty Mutual Group, and Ernst & Young. Matt holds a BBA with a major in accounting from the Mendoza College of Business Administration at the University of Notre Dame, and an MBA from the University of Massachusetts, Boston. Matt is a certified public accountant.
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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.
Jeffrey Lomasky
Chief Financial Officer and Senior Managing Director of Cerberus Capital Management
Jeffrey Lomasky joined Cerberus in 1994. Prior to joining Cerberus, he was the Chief Financial Officer of New Street Securities from 1992 to 1994. From 1990 to 1992, he was the controller of Drexel Burnham Lambert and from 1989 to 1990, he was the Chief Financial Officer of European activities for Drexel Burnham Lambert. He is a graduate of Bernard Baruch College. He is a member of the Firm’s Operating/Management Advisory Committee, Compliance and Risk Management Committee, Valuation Committee, Allocation Committee, and Financial Risk Management Sub-Committee.
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About Cerberus Capital Management: Cerberus Capital Management is a private investment firm that focuses on operational private equity investments.
Pauline Duffy
CFO of Rembrandt Venture Partners
Pauline joined Rembrandt Venture Partners in February 2011.
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About Greenough Consulting Group, Greenough Consulting Group, Rembrandt Venture Partners: Rembrandt Venture Partners is a team of entrepreneurs, company builders, and investors.
Andrew Cleverdon
CFO of Bain Capital Ventures
Andy joined Bain Capital in 2004 and currently serves as Vice President of Finance of Bain Capital Ventures. Prior to joining Bain Capital, Andy spent four years at PricewaterhouseCoopers. Andy received a BS in Accounting and Finance from Miami University and is a Certified Public Accountant.
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About Bain Capital Ventures: Bain Capital Ventures invests in seed to growth-stage startups that uses tech to disrupt existing markets or create entirely new ones.
Stewart Ellis
Chief Financial Officer of Hippo Insurance
Stewart Ellis is the Chief Financial Officer at Hippo Insurance.
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Hadas Sparfeld
COO & CFO of Group 11
Hadas is Chief Operating Officer and Chief Financial Officer at Group 11. She is responsible for all of the firm’s day-to-day operations and also oversees Group 11’s financial activities, including financial reporting, accounting, forecasting and budgeting, as well as tracking financial performance of portfolio companies.
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About Group 11: Group 11 is a venture capital firm focused on financial technology companies.
Tim Schaller
Chief Financial Officer of New Enterprise Associates
Tim Schaller joined NEA in 2008 as Chief Financial Officer and is responsible for finance, investment operations, facilities, and information technology. Prior to joining NEA, Tim was Chief Financial Officer at Algenol Biofuels Inc., a Florida-based alternative energy company. He began his career at PricewaterhouseCoopers (C&L), where he was a Manager specializing in financial services. Tim earned his bachelor’s degree in accounting from Loyola College of Maryland and his master’s degree concentrating in financial management from Johns Hopkins University.
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About New Enterprise Associates: New Enterprise Associates is a global venture capital firm investing in technology and healthcare.
Steve Reale
CFO & Venture Partner of Ulu Ventures
Steve Reale joined Ulu Ventures as CFO and Venture Partner in 2019.
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About Aria Systems, Kauffman Fellows, Madison Bay Capital Partners, Midwestern Bioag, ShotSpotter, Ulu Ventures: Ulu Ventures provides early-stage investments to enterprise cloud and smart data companies.
Dan Kaltenbach
CFO of Owl.co
Dan Kaltenbach is the Chief Financial Officer of owl.co.
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About Owl.co: Owl is an insurance claims monitoring platform that detects non-eligible claims through evidence and facts with an audit trail.
Stephen Snyder
CFO of Addepar
Stephen provides global financial and operational leadership from 20+ years of executive experience with leading technology companies such as Adobe Systems and Hewlett Packard. He has a successful track record of driving growth and has held vice president roles in finance, operations and sales. He provides a strong global perspective, and has lead operational teams in Europe, Asia and the Americas. Over his career, he has provided financial leadership for hardware, services and project businesses. Through his breadth of leadership roles Stephen brings expertise in scaling businesses, while creating value for both customers and shareholders. Stephen earned his M.B.A. from the University of Southern California and his B.A. in Management Science from the University of California, San Diego.
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About Addepar: Addepar is a wealth management platform that provides tools for data analytics and portfolio visuals.
Lisa Harris
Chief Financial Officer of Venrock
Lisa joined Venrock as Chief Financial Officer in January 2012, and leads Venrock’s Finance team, which is responsible for the financial reporting of the firm’s investment funds as well as the day-to-day management of firm-wide finance and accounting matters. In addition, Lisa is responsible for investor relations and LP reporting, and works closely with our legal team on fundraising, operations and regulatory compliance matters. Lisa has over 25 years of professional experience in financial services, and has been working directly in the venture capital industry since early 2001. Prior to joining Venrock, Lisa was CFO of international venture capital firm DCM, where she had oversight of global finance operations and advised portfolio company management teams, providing operational and financial guidance and assistance. Prior to DCM, Lisa held the Assistant Controller position at Sierra Ventures. Lisa began her professional career with KPMG LLP, first in Canada, then in the U.S., as an Audit Manager serving various private and public clients in the financial, real estate and technology sectors. Lisa holds the Chartered Accountant (CA) designation, and is a member of the Canadian Institute of Chartered Accountants (CICA) and the Institute of Chartered Accountants of British Columbia (ICABC). Lisa also holds a B.A. in Psychology from the University of Victoria. She is an active member of the National Venture Capital Association’s CFO Task Force and also served for five years on the Board of the West Coast Chapter of the Private Equity CFO Association (PECFOA).
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About Venrock: Venrock is a venture capital firm investing in technology and healthcare companies.
Michael Blum
Co-Founder & Chief Financial Officer of Hedgeye Risk Management
Prior to co-founding Hedgeye Risk Management, Michael was Founder and Chief Operating Officer of Falconhenge Partners. The firm was integrated into Magnetar Capital in April 2006. Before moving to Wall Street, Michael spent 7 years in Silicon Valley eventually joining PayPal, the world’s leading electronic payment system, where he served as Country Manager, Germany and eventually oversaw the firm’s business in SE Asia and the Pacific. PayPal sold to eBay for $1.5B in 2002. Michael is an Astronaut-in-waiting with Virgin Galactic, and received his Bachelor of Arts in Economics and International Studies (honors) from Yale University.
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About CurrencyWorks, Hedgeye Risk Management: Hedgeye Risk Management is a web-based financial research and media company providing investment information.
Vaneeta Varma
Chief Financial Officer of Mayfield Fund
Vaneeta Varma joined Mayfield Fund in 1998 as tax manager, was promoted to director of tax in 2008, and most recently promoted to chief financial officer in 2010. Prior to Mayfield Fund, Vaneeta worked for Arthur Andersen in the Silicon Valley for three years working with technology startups and venture funds as a tax associate. She enjoys contributing to her local community and is currently serving on a non-profit board at Keys School in Palo Alto. Vaneeta is a certified public accountant who holds a BS from the University of Minnesota and an MBA 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.
Thomas J Walker
Partner, Chief Financial Officer & Managing Director of Riverstone Holdings
Mr. Walker is a Partner of Riverstone and serves as the Chief Financial Officer. He is based in New York. Prior to joining Riverstone, Mr. Walker was a Principal at The Carlyle Group serving as the Carlyle/Riverstone Fund Chief Financial Officer. Prior to Carlyle, he held similar positions at Hampshire Equity Partners, a middle market buyout fund managing approximately $900 million of capital commitments; and Ripplewood Holdings, a private equity firm managing approximately $4 billion of capital commitments in the U.S. and Japan. Prior to joining Ripplewood, Mr. Walker was the Director of Financial Reporting and Planning at Asbury Automotive Group (NYSE: ABG), a Ripplewood portfolio company. He started his career in Arthur Andersen’s Metro New York office. Mr. Walker earned a B.S. degree in Accounting and Finance from Binghamton University and is a Certified Public Accountant.
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About Riverstone Holdings: River Stone is a private investment firm founded in 2000.
Peter Haskopoulos
Chief Financial Officer of Riverstone Holdings
Chief Financial Officer at Riverstone Holdings.
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About Riverstone Holdings: River Stone is a private investment firm founded in 2000.
Paul Jun
Chief Financial Officer of Pilot
Paul Jun is the Chief Financial Officer at Pilot. He previously served as VP of Corporate Finance & Strategy at [Dropbox](https://www.crunchbase.com/organization/dropbox) and a venture capital investor at [Index Ventures](https://www.crunchbase.com/organization/index-ventures). Prior to that, Jun was a private equity associate at Leonard Green and Partners and investment banking analyst at Morgan Stanley.
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About Pilot: Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses.
Frances Fu
CFO of RET Ventures
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About RET Ventures: RET Ventures is an industry backed early-stage VC helping build the real estate industry’s cutting edge technology providers.
Alyssa Dadoly
Chief Financial Officer of Silverton Partners
Chief Financial Officer at Silverton Partners.
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About Silverton Partners: Silverton Partners is an early-stage venture capital firm that invests across software, tech-enabled services, and CPG brands.
Sandy Grippo
Chief Financial Officer of Bessemer Venture Partners
Sandy Grippo, Bessemer’s chief financial officer, is a partner in the New York office. She joined the firm in 2002 and is responsible for the firm’s financial management, operations and reporting. Sandy has over a decade of experience in both accounting and operations for private investment firms. Prior to joining Bessemer Sandy was a vice president at JP Morgan Partners, where she focused on partnership accounting, partnership taxes and fund operations. At JP Morgan Partners, Sandy was responsible for the accounting for the $5.4 billion JP Morgan Partners Global Investors fund. Sandy began her career at Ernst and Young where she was an audit manager specializing in hedge-fund and private-equity clients. Sandy holds a B.S. in accounting from Lehigh University and earned her CPA.
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About Bessemer Venture Partners: Bessemer Venture Partners is a venture capital firm that funds consumer, enterprise, and healthcare startups.
Kristy Landers
Chief Financial Officer of Unusual Ventures
Kristy Landers is the Chief Financial Officer (CFO) at Unusual Ventures. Prior to joining Unusual, she was the VP of Finance at August Capital for 6 years, as well as Tax Manager at PriceWaterhouseCoopers LLP for the 7 years preceding.
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About Unusual Ventures: Unusual Ventures is a seed-stage venture capital offering hands-on support and expertise to startups on their early-stage journey.
Kathleen A. Rogers
Vice Chairman & Chief Financial Officer of U.S. Bancorp
Ms. Rogers is Vice Chairman and Chief Financial Officer of U.S. Bancorp. Ms. Rogers, 49, has served in this position since January 2015. From June 2005 until January 2015, she served as U.S. Bancorp’s Executive Vice President, Business Line Reporting and Planning, having served in various financial roles at U.S. Bancorp since joining the company in 1987.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
James A. Peers
Chief Financial Officer of GFI Group
Mr. James A. Peers joined GFI as CFO in 2002. Prior to joining the company, Mr. Peers was a Senior Vice President at Bank One in Chicago between 1999 and 2001 where he held various positions, including Corporate Controller. He was also the CFO for Rabobank International in New York and a Senior Vice President – Corporate Development for Canadian Imperial Bank of Commerce in New York. Mr. Peers is a certified Public and Chartered Accountant and was a partner at Ernst & Young where he spent 18 years working in the Toronto and Chicago offices mainly with financial institutional clients.
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About GFI Group: GFI Group is a intermediary in the global OTC and listed markets offering an array of sophisticated trading technologies and products.
Jennifer Piepszak
CFO of JP Morgan Chase
Jennifer A. Piepszak, also known as Jenn, has been Chief Executive of Card Services Division at JPMorgan Chase & Co. Jennifer Piepszak served as the Chief Executive Officer of Business Banking at JPMorgan Chase & Co. She held a variety of leadership positions in the Investment Bank and Mortgage Banking, before being named head of Business Banking National Sales last year. She has been with JPMorgan Chase 21 years. She holds Bachelor of Science from Fairfield University.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Susan Gentile
Chief Financial and Administrative Officer 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.
Steve Boyle
Executive Vice President, Chief Financial Officer of TD Ameritrade
Steve Boyle as a Chief Financial Officer for TD Ameritrade, Steve Boyle is responsible for the Company’s investor relations and finance operations functions, including accounting, business planning and forecasting, and treasury and asset liability management. Boyle also serves as a member of the Company’s senior operating committee, which shapes the strategic focus of the organization. Boyle brings nearly 30 years’ experience in financial services to this role. He joined Banknorth as Controller in 1997 and was named Executive Vice President and CFO in 2004. He remained in that role for the bank, which has since become TD Bank, America’s Most Convenient Bank®, until joining TD Ameritrade in 2015. Prior to joining Banknorth, Boyle served as the Director of Financial Reporting for Barnett Banks, Inc. and served in a variety of accounting roles for Fleet Financial Group and Arthur Andersen & Co.
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About TD Ameritrade: TD Ameritrade is a finance company in online stock trading.
Travis Boettner
CFO & CCO of Canvas Ventures
Travis is the VP of Finance of the Canvas Ventures. He joined the firm in their Menlo Park office in 2012 and is responsible for supporting all operational and financial activities. Travis began his career as a CPA with PwC where he spent 5 years in their Private Company Services group. Travis earned his Bachelor of Science in Management Science from the University of California, San Diego and he earned his Certificate of Advanced Accounting Proficiency from Santa Clara University. Travis is also a Certified Public Accountant (inactive).
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About Canvas Ventures, Morgenthaler Private Equity: Canvas Ventures is an early-stage investment firm that specializes on fintech, healthtech, marketplaces, and data infrastructure.
Cristina Hohlman
Chief Financial Officer of Sapphire
Cristina Hohlman is the Chief Financial Officer at Sapphire Ventures.
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About Sapphire: Sapphire is a venture capital firm that partners with visionary teams and venture funds to build companies.
Jennifer Glassman
CFO of TowerBrook Capital Partners
Jennifer Glassman is CFO and a Managing Director of TowerBrook.
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About TowerBrook Capital Partners, TowerBrook Capital Partners: TowerBrook Capital Partners is a London-based investment management firm that funds European and North American companies.
Peter Kalkanis
Chief Financial Officer of Rho Capital Partners
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About Rho Canada Ventures, Rho Capital Partners, Rho Ventures: Rho Capital Partners is a private equity firm that offers long-term investments to IT, new media, healthcare, and energy tech companies.
Adam Hennessey
Managing Director & Chief Financial Officer of Summit Partners
Adam H. Hennessey joined Summit Partners in 2004. Prior to Summit, he worked for Oxford Bioscience Partners and PricewaterhouseCoopers. Adam works in Summit’s Boston office. He received a BS in accounting and business planning & analysis from Babson College and an M.B.A. from Northeastern University. He is also a CPA.
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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.
Michael Derrick
Chief Financial Officer of ACME Capital
Michael Derrick joined Trident in 2012 as Vice President, Finance and is responsible for managing Trident¹s back-office processes. He joins Trident with over 18 years of experience in fund accounting and administration with private equity, hedge funds and fund-of-fund firms. Previously, Michael was CFO of the private equity funds sponsored by Thomas Weisel Partners. In addition, he opened and ran the San Francisco office of Mourant Fund Services, an outsourced provider of administration for private equity firms. Before settling in northern California, Michael worked at Trust Company of the West in Los Angeles, and Apax Partners in London. Earlier in his career, he practiced at Ernst & Young in the U.K. Born and raised in the UK, Michael holds a Bachelor of Science from Manchester University in England. Outside the office, he enjoys going to concerts and exploring the outdoors with his wife and two young daughters, cooking gourmet Indian feasts, and playing traditional English folk music on his guitar.
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About ACME Capital, Trident Capital: ACME Capital invests in breakthrough technologies that fuel platform shifts and disruptive business models that capitalize on new platforms.
Mike Derrick
CFO of ACME Capital
Mike Derrick is the Chief Financial Officer for ACME. Prior to ACME, Mike served as CFO at Sherpa Capital. He previously held a similar role at Trident Capital which, together with spin-out funds Sunstone Partners and ForgePoint Capital, managed active fund capital commitments totaling $2 billion. Mike brings over 20 years of Private Equity/Venture Capital finance experience having worked in similar roles at Thomas Weisel Partners, Trust Company of the West, and Apax Partners as well as fund administration stints at Mourant Fund Services and HSBC. Mike’s varied knowledge of the alternative assets industry enables the most efficient streamlining of the back office function while improving the support of its investment team. Mike trained with Ernest & Young in “Old” Jersey where he grew up as a lad. He strives to master the guitar fingerpicking styles pioneered by the English masters and enjoys being outnumbered by his lovely wife and two teenage daughters.
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About ACME Capital: ACME Capital invests in breakthrough technologies that fuel platform shifts and disruptive business models that capitalize on new platforms.
Greg McCall
Co-Founder, President & CFO of Equity Data Science
Greg McCall co-founded Equity Data Science in 2017 and serves as the Company’s President and CFO. Greg spent three decades as a Fundamental Technology Analyst/Portfolio Manager and was an early investment team member/partner of multiple billion dollar-plus funds, including WestWay Capital, a pioneering technology fund focused on disruptive change. Greg was also a Portfolio Manager at Sage Asset Management and the Founder and Chief Investment Officer of Rock Crest Capital. Greg received his degree in finance from the University of Massachusetts, while competing as a member of a D1 gymnastics team.
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About Equity Data Science: Equity Data Science (EDS) is a cloud-based, scalable investment process management platform that leverages the capabilities of data science to improve decision making and increase productivity.
Cameron Hillyer
Chief Financial Officer of Farallon Capital Management
Cameron Hillyer serves as Saba’s Chief Operating Officer and is a Partner of the firm. Cameron brings over twenty years of experience as both an advisor to alternative investment platforms and as an executive managing the infrastructure and operations of a range of complex investment platforms. Cameron’s experience covers both hedge fund and private equity structures, with a particular emphasis in the credit space. During his career, Cameron has led large teams of people across firms with operations spanning Asia, Europe and the United States. Prior to joining Saba in April 2016, Cameron was a Partner and Chief Financial Officer at MatlinPatterson, a private equity and credit hedge fund platform with over $8 billion in assets under management. At MatlinPatterson, he maintained overall responsibility for management of the firm’s infrastructure, finance, treasury, operations and technology. Before joining MatlinPatterson, Cameron was the Chief Financial Officer at Clearwater Capital Partners, an Asian focused distressed debt and special situations firm with 80 employees located in six global offices. Cameron started his career at KPMG in Australia and subsequently managed major accounts within the firm’s New York private equity and hedge fund practice. Cameron Hillyer is a Chartered Financial Analyst (“CFA”) charter holder and a Chartered Accountant (Australia). Cameron holds a Bachelor of Commerce degree from the University of Melbourne, Australia.
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About Farallon Capital Management: Farallon Capital Management operates as a global institutional asset management firm.
Ronald Hassen
Senior Vice President and Interim Chief Financial Officer of Nasdaq
Ronald Hassen is currently Senior Vice President and interim CFO, a position he has held since January 2016. He has also served as Finance Controller of Nasdaq since March 2002 and is the company’s Principal Accounting Officer. Mr. Hassen also previously served as interim Chief Financial Officer from February 2011 to September 2011. Mr. Hassen also held the position of Treasurer from November 2002 through January 2007. Prior to joining Nasdaq, Mr. Hassen served as Controller of Deutsche Bank North America, after the company’s acquisition of Bankers Trust Company. Mr. Hassen served as Principal Accounting Officer at Bankers Trust until the acquisition by Deutsche Bank in 1999.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Ann Dennison
CFO of Nasdaq
Ann Dennison serves as Senior Vice President and Deputy Controller at Nasdaq. In this capacity, she works directly with the Corporate Controller and has responsibility for the company’s financial reporting, analysis and disclosure. Ms. Dennison has over 19 years of experience in financial reporting and analysis. Prior to Nasdaq she served at Goldman Sachs as Managing Director and, prior to that, as head of Financial Reporting, responsible for internal and external firmwide reporting and financial planning and analysis. She was a member of the Firmwide Disclosure Committee, Capital Management Committee, Firmwide Operational Risk Committee, Federal Reporting Oversight Committee and the Stress Test Committee. She was also the sponsor of the Finance People Development Committee. During Ms. Dennison’s tenure at Goldman Sachs, she was also the controller for the investment banking, private equity and hedge fund businesses. She joined Goldman Sachs from Price Waterhouse in 1996. Ms. Dennison holds a Masters of Business Administration (MBA), Accounting and Finance from Pace University — Lubin School of Business.
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About Nasdaq: Nasdaq is a global provider of trading, clearing, exchange technology, listing, information, and public company services.
Tashi Schmidt
Chief Financial Officer of Tola Capital
Tashi Schmidt is a specialist in Finance and Operations for the venture capital and investment management industry. Prior to joining Tola, Ms. Schmidt oversaw the financial accounting, operations, reporting, and regulatory compliance as Controller for Benchmark Plus Management, LLC, a registered investment adviser managing complex hedged fund of funds portfolios. Earlier in her career at PricewaterhouseCoopers, LLP, Ms. Schmidt audited companies primarily in the financial services, biotechnology, technology, and energy sectors. Ms. Schmidt is a graduate of Pacific Lutheran University’s School of Business with a double major in Accounting and Finance. She is a Certified Public Accountant in the State of Washington.
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About Tola Capital: Tola Capital is a venture capital firm that invests globally in enterprise software companies across multiple stages.
Luis Rivera
Partner and CFO of G Squared
Luis Rivera is a general partner and chief financial officer at G Squared. Most recently, Luis was a senior director for finance at Novanta and a finance director at Danaher Corporation. Prior to these, he served as a senior associate at KPMG US and controller at Dupont. Luis holds an MBA in finance from Washington University in St. Louis and BSBA in accounting from University of Puerto Rico-Mayaguez.
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About G Squared: G Squared is a growth stage venture capital firm that invests privately in today’s most dynamic companies.
Todd Hyatt
Executive Vice President and Chief Financial Officer of IHS Markit
Todd Hyatt is executive vice president and chief financial officer of IHS Markit. Todd served in those same roles at IHS after previously serving as chief information officer, senior vice president of FP&A, and leading the finance organization for the company’s engineering segment. He also worked for LoneTree Capital, US WEST/MediaOne, AT&T, Arthur Young and Arthur Andersen. He holds a B.S. in accounting from the University of Wyoming and an M.S. in management from Purdue University.
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About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Jonathan Gear
Executive Vice President & Chief Financial Officer of IHS Markit
Jonathan Gear is president of resources, transportation and CMS for IHS Markit, including business lines supporting the automotive, energy, chemicals, maritime and aerospace industries. Earlier, he served in multiple senior vice president positions and as president/COO of IHS CERA. Jonathan previously held leadership positions at Activant Solutions, smarterwork.com and Booz Allen Hamilton. He holds a B.A. from the University of California, Berkeley and an MBA from Stanford Graduate School of Business.
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About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Michael Ellis
Chief Financial Officer of Flywire
Michael Ellis is a financial operations professional with a deep background in technology and services companies. He served as the Controller of the Massachusetts Port Authority, a $500+ million transportation and services business. Previously, he was Chief Financial Officer for Eze Castle Software, Inc., and has also held senior management positions with SupplierMarket.com and PricewaterhouseCoopers. Michael received B.A., cum laude, with degrees in Accounting and Politics & Government from Ohio Wesleyan University.
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About Flywire: Flywire is a global payments enablement and software company.
Matthew Guiney
CFO 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.
Jessica Pelletier
CFO of Highland Capital Partners
Jessica is the SVP, Finance for Highland. Jessica joined Highland in 2005 and is responsible for the financial affairs of the firm. Prior to joining Highland, Jessica worked for PricewaterhouseCoopers, where she worked in the firm’s private equity and mutual fund practices. Jessica began her career in the finance department at StorageNetworks. She is a member of the American Institute of Certified Public Accountants. Jessica earned a M.S.T, Taxation and a B.S., Accounting from Bentley College
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About Highland Capital Partners: Highland Capital Partners is a venture capital firm that offers seed, early, and growth-stage funding solutions.
Sandy VandenBossche
Chief Financial Officer of Javelin Venture Partners
Sandy VandenBossche is the Chief Financial Officer at Javelin Venture Partners.
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About Javelin Venture Partners: Javelin Venture Partners invests in and partners closely with early-stage, software-enabled technology companies.
Michael McFerran
COO, CFO, Treasurer and Executive Vice President. of Ares Management
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About Ares Management: Ares Management is a global alternative asset manager focusing on credit, private equity, and real estate.
Douglas Howell
Chief Financial Officer of Gallagher
Douglas K. Howell joined Gallagher in 2003 as Chief Financial Officer. He oversees the company’s financial, investment, information technology and administrative functions, and represents Gallagher in dealings with global investment analysts, institutional shareholders and prospective investors. He also leads many operational, quality and productivity initiatives.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Alejandro Porteny
CFO of Kushki
Alejandro Porteny is the CFO at Kushki.
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About Kushki: Kushki offers clients an integrated payments platform and omnichannel solutions for e-commerce, m-commerce, and physical stores.
Todd Knudsen
Chief Financial Officer of BIP Capital
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About BIP Capital: BIP Capital is a venture capital firm that seeks early-stage and growth investments.
Tracy Hogan
Chief Financial Officer of Institutional Venture Partners
Tracy Hogan is the Chief Financial Officer of IVP. Tracy has over eight years of experience in the private equity finance, administration and operations areas. Prior to joining Elevation, Tracy was the Vice-President of Finance at Fox Paine & Company, a private equity firm based in the San Francisco Bay Area. Before that, Tracy was the Vice President of Finance at Code Hennessy & Simmons LLC, a private equity firm based in Chicago. Prior to joining Code Hennessy & Simmons LLC, Tracy spent four years with Ernst & Young’s Audit Practice in Chicago and Boston. Tracy is a Certified Public Accountant and holds a B.B.A. degree from Saint Mary’s College where she graduated magna cum laude.
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About Institutional Venture Partners: Institutional Venture Partners is a later-stage venture capital firm that focuses on technology and media companies.
Chris Schiavo
CFO of Battery Ventures
Chris joined Battery Ventures in 2000. Prior to joining Battery, he held positions at Fidelity Investments, ITT Sheraton and Coopers & Lybrand. Chris holds a BS in Business Administration from SUNY Oswego and an MBA from University of Rochester.
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About Battery Ventures, Coopers & Lybrand, Sheraton Pacific Hotels: Battery Ventures finances technology sector companies with venture capital, private equity, and debt financing investments.
Jon Lambert
Chief Financial Officer of Options Technology
Chief Financial Officer, Jon Lambert, joins Options with more than 25 years of financial and operational experience within the infrastructure technology and financial services sector. From 2007, until its acquisition by NYSE Euronext in 2008, Jon served as CFO at Wombat Financial Software, a leading provider of low latency market data management solutions and infrastructure. Previous to Wombat, Jon served as Senior Vice President and CFO at TIBCO, a real-time middleware integration software company. Most recently, Lambert was CFO of HotChalk, an education technology company. Prior to TIBCO, Jon served as audit manager for Ernst & Young. He holds certifications as a California Certified Public Accountant and a Chartered Accountant in England as well as a Bachelor of Science in Horticulture from Bath University, England.
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About Options Technology: Options is a global leader in financial technology managed services and IT infrastructure products.
Jarek Kozlowski
Chief Financial Officer of TrailStone
Jarek Kozlowski has been involved in commodity trading for a number of years in various managerial, executive and directorial positions. Jarek Kozlowski was Chief Financial Officer and Treasurer for Mercuria in North America from 2008 to 2013. He oversaw the growth of North American operations from its inception to a highly successful trading platform that handled the entire energy complex in the US and Canada. Jarek Kozlowski also served on the board of directors for all trading and investment companies in North America for Mercuria. Before joining Mercuria, from 2005 to 2007, Jarek Kozlowski was Chief Financial Officer for AlphaMetrix, an industry leader in providing real-time access to commodity, foreign exchange, and managed futures/global macro managers. Jarek Kozlowski was responsible for all back office, operations and accounting functions of the company. He was instrumental in helping the firm manage the growth in client assets to over $800 million in just over two years. Prior to AlphaMetrix, Jarek Kozlowski worked in various positions for Cargill Investor Services (CIS), a division of Cargill, an international provider of food, agricultural and risk management products and services. Before leaving, he was the UK Accounting Manager for CIS in London, where he oversaw accounting and treasury operations for all trading desks as well as the company. Preceding his corporate work, Jarek Kozlowski was the Funds Accounting Manager for CIS in Chicago. His group grew to oversee more than $500 million in trading funds. Jarek Kozlowski holds a BS in Management from Purdue University and an MBA from DePaul University. He is a licensed CPA in the state of Illinois.
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About TrailStone: A group of separate companies, each staffed by energy and finance professionals
Kim Armor
Managing Director and CFO of Comcast Ventures
Kim oversees the finance, operations and administration for Comcast Ventures and its portfolio companies. She is also responsible for identifying and cultivating new business development opportunities for the fund and its portfolio companies both internally and externally. Prior to joining Comcast Ventures, Kim was the CFO and Senior Vice President of Business Development for VERSUS, where she grew all business metrics, launched profitable business models and positioned the company for the merger with NBC Sports. Previously, she was the Senior Vice President of Finance and Planning Operations for ESPN, Inc. Earlier in her career, she launched the finance and strategy operations for ESPN and ABC Internet brands. Kim received her M.B.A. from New York University’s Stern School of Business and a B.S. in accounting from Penn State University. “Choosing the right subway car (that puts you at the right exit at your stop) is a borderline obsession for me. I am tickled when I get it right and disappointed with myself if I make a mistake.”
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About Comcast Ventures, Lendio, Outdoorsy: Comcast Ventures partners with extraordinary entrepreneurs building transformative consumer and enterprise companies.
Mary Bevelock Pendergast
CFO, Partner of F-Prime Capital
Mary Bevelock Pendergast joined F-Prime Capital in 2011 where she serves as Partner and Chief Financial Officer and manages the finance and administrative functions of the firm. Mary has over 25 years of industry-related experience. Prior to joining F-Prime Capital, Mary served in a similar role as the Chief Financial Officer of Globespan Capital Partners, a global venture capital fund investing in go-to-market rounds of information technology companies. Mary was the Senior Vice President of Finance and Administration at JAFCO Ventures before joining Globespan. She also served as Vice President of Finance and Administration for Pretzel Logic Software, a venture-backed software company, and as Managing Director of the Boston office of cyberCFO. Earlier, Mary was Managing Partner of PricewaterhouseCoopers’ Entrepreneurial Services Center, where she advised venture-backed and newly public companies on navigating the financial and operational challenges of growth. She also managed the firm’s relationship with a number of venture capital firms. Mary earned her Bachelor of Science degree from Boston College. She is a member of the Steering Committee of Boston’s Women in Alternative Assets and a member of the Council for Women of Boston College.
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About F-Prime Capital: F-Prime Capital is a venture capital firm investing in healthcare and technology.
Kevin Melia
Chief Financial Officer of Storm Ventures
Kevin is the Chief Financial Officer at Storm Ventures. Prior to joining Storm Ventures in 2002, Kevin was a Manager at Mitchell Madison Group, a management consulting firm, and its successor companies, USWeb/CKS and marchFIRST. He primarily worked with clients in the networking equipment industry to develop new business opportunities and establish strategic partnerships. Previously, Kevin was a development engineer with Ericsson’s fiber optic access division. He has also worked with A.T. Kearney and Raychem. Kevin earned an MBA from the MIT Sloan School of Management and a B.S. in Mechanical Engineering from Santa Clara University.
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About Storm Ventures: Storm Ventures is a venture capital firm focused solely on early-stage enterprise investments.
Kirsten A. Mello
Chief Financial Officer of Menlo Ventures
Kirsten A. Mello joined Menlo Ventures in 1999. Prior to Menlo Ventures, she worked for Ernst and Young, LLP in the Audit and Assurance Business Services Department. Kirsten is a graduate of Santa Clara University (B.S. in Finance) and is a Certified Public Accountant.
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About Menlo Ventures: Menlo Ventures provides capital for consumer, enterprise, and life science technologies from seed to growth stages.
Steven Lipiner
Senior Vice President, Chief Financial Officer of State Street Global Advisors
Steve is Chief Financial Officer of State Street Global Advisors (SSGA), the investment management arm of State Street Corporation and a global leader in asset management. He is also a member of the Executive Management Group and Finance Executive Team. Steve joined SSGA in December 2015 after 13 years as Global Chief Financial Officer with BNY Mellon Investment Management, where he was responsible for the financial management of the asset management boutiques, distribution and wealth management businesses. In 2002, Steven joined Mellon Financial as CFO for Mellon Institutional Asset Management and served as Chief Financial Officer for Mellon International, based in London from 2005-2007. Prior to joining Mellon Financial, Steven was with BankBoston / Fleet Bank from 1990 – 2002 serving in a variety of finance and operations positions. From 1999 – 2002, he was the Chief Operating Officer and Chief Financial Officer for the European businesses of Fleet Bank based in London. Steven holds a B.A. in political science from State University of New York at Buffalo and an M.B.A. in finance from City University of New York at Baruch College. Steven is also a member of the Board of Directors for Boston Healthcare for the Homeless Program (BHCHP).
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About State Street Global Advisors: State Street Global Advisors is the investment management division of State Street Corporation
Prashant Gangwal
CFO & CCO of NewView Capital
Prashant serves as Chief Financial Officer of the SharesPost 100 Fund where he is responsible for valuation, financial strategy and reporting. Prior to joining SharesPost, Prashant spent 11 years with Deloitte & Touche LLP in their financial services audit practice in San Francisco, most recently as Audit Senior Manager. During his time at Deloitte – he served some of the firms’ largest financial services clients including publicly traded companies, broker-dealers, and asset management companies across different platforms. His experience at Deloitte also involved time spent in India setting up an Asset Management Center of Excellence for the Deloitte US practice. Prashant received Bachelor’s & Master’s degrees in Business from University of Madras, India and a Masters of Accounting degree from Miami University (Ohio). He is a licensed CPA (inactive) in the state of California and a member of the American Institute of Certified Public Accountants (AICPA).
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About NewView Capital: NewView Capital has developed a new model in venture capital to drive sustainable growth for entrepreneurs.
Irene Webb
CFO of Webb Investment Network
Irene has been involved in the tech world since 1982. After graduating Rutgers with a degree in statistics, and forecasting sales for Breck and Pine Sol products at American Cyanamid, she went on to earn her MBA from East Carolina University. Eager to begin her tech career outside of her home state of New Jersey, she took a programming job (and later finance roles) with IBM in Boca Raton, Florida where she first met Maynard. Irene later worked at Thomas Conrad and then Quantum Corp before taking leave to focus on her family. She came out of retirement in 2010 to manage WIN’s finances. When not managing WIN’s budget, Irene enjoys traveling and playing golf.
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About Webb Investment Network: Webb Investment Network is an investment firm that particularly in mobile, consumer Internet, and cloud applications.
Robert Probst
Executive Vice President and Chief Financial Officer of Ventas
ROBERT F. PROBST joined Ventas in October of 2014 as Executive Vice President and Chief Financial Officer. Prior to joining Ventas, Mr. Probst served as Senior Vice President and Chief Financial Officer for Beam, Inc., where he was a key player in establishing the former unit of Fortune Brands as a standalone publicly traded spirits company in 2011.
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About Ventas: Ventas, Inc. (NYSE: VTR), an S&P 500 company, is a leading real estate investment trust (REIT),
Zev Wexler
CFO and COO of Core Innovation Capital
Zev Wexler is the COO and CFO at Core Innovation Capital.
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About Core Innovation Capital: Core Innovation Capital is a venture capital firm investing in companies committed to empowering small businesses.
Neil Williams
Senior Vice President, CFO of Intuit
Neil Williams became Intuit’s senior vice president and chief financial officer in January 2008. Williams has nearly 30 years of strategic, operational and transactional experience in the financial services industry. He is responsible for all financial aspects of the company, including corporate strategy and business development, investor relations, financial operations and real estate. Before joining Intuit, Williams was the executive vice president and chief financial officer for Visa U.S.A., Inc. In that role, he led all financial functions for the company and its subsidiaries, including financial planning, business planning and financial monitoring. Williams concurrently served as chief financial officer for Inovant LLC, Visa’s global information technology organization, responsible for global transactions processing and technology development. His previous banking experience includes senior financial positions at commercial banks in the Southern and Midwestern regions of the United States. Williams, a certified public accountant, received his bachelor’s degree in business administration from the University of Southern Mississippi.
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About Intuit: Intuit offers business and financial management solutions for SMBs, financial institutions, consumers, and accounting professionals.
Abdel Meguid Afifi
Chief Financial Officer of Fawry
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About Fawry: Fawry is a pioneering Electronic Payment Network, offering financial services to consumers and businesses
Seth Meyer
CFO of Hercules Capital
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About Hercules Capital: Hercules Capital is a capital market company that lends to technology, life sciences, and sustainable technology companies.
Andrew Warner
Chief Financial Officer of Mobileum
Andrew joined Mobileum in October 2016. He has over 20 years of experience as a Chief Executive Officer and Chief Financial Officer across both public and private companies in a variety of global technology companies including Flexstar Technology, EnergyConnect, SCM Microsystems, Zio Corporation, and SmartDisk Corporation. As Chief Financial Officer, Andrew is responsible for finance, legal, human resources, information technology and administration functions of the company. Andrew is an associate member of the Chartered Institute of Management Accountants and received a Bachelor’s degree in business studies from Humberside University in the United Kingdom.
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About Mobileum: Mobileum provides voice and data roaming solutions and mobile financial services.
Debbie Glickman
Chief Financial Officer, Divisional Controller & First Vice President of Harbor Group Consulting
As CFO of Harbor Group, Debbie Glickman is responsible for all aspects of the financial activities of the company, including cash management, monthly closings and insurance licensing. She also manages human resource duties for the firm, including the implementation and maintenance of the health insurance and 401k plans. Since joining Harbor in 2012, her responsibilities handling the company’s invoicing and cash management systems have greatly expanded due to the exponential growth of the firm. Ms. Glickman is a graduate of University of Maryland, College Park, with a Bachelor of Science in Accounting. She volunteers for the Long Island chapter of the Diabetes Research Institute and is a Co-op Board Member.
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About Harbor Group Consulting: Harbor Group Consulting operates as a independent insurance consultancy.
Bryan Wolff
CFO/COO of Staircase
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About BBQ Holdings, Staircase: Staircase is an API marketplace for residential mortgage.
Jason Klarreich
Managing Director, CFO, COO, & CCO of JW Asset Management
Jason Klarreich is the managing director, CFO, COO, and CCO at JW Asset Management. Before joining JWAM, Jason was a director and trader at Heartland Securities. He previously worked in fixed income sales at Morgan Stanley and at Smith Barney as a financial analyst in the asset management division. Jason serves on the board at Arbor Pharmaceuticals. He graduated from Emory University with a bachelor’s degree in finance.
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About JW Asset Management: JW Asset Management is a New York-based investment firm that primarily invests within the healthcare sector.
Robert Q. Reilly
Chief Financial Officer of PNC
Robert Q. Reilly is executive vice president and chief financial officer of The PNC Financial Services Group. Prior to being named to his current role, Reilly served as head of the Asset Management Group where he was responsible for PNC’s wealth management, institutional investments, and ultra-high net worth business segments and activities. Reilly joined PNC Bank in 1987 and has held numerous line and management positions in investment banking and commercial banking. His previous positions have included deputy manager of PNC Advisors, executive vice president responsible for PNC Bank’s overall corporate banking effort and executive vice president of credit for Corporate Banking. Reilly was promoted to vice president in 1992, elected senior vice president in 1997, executive vice president in 2002, named head of the Asset Management Group in 2005 and appointed chief financial officer in 2013. Reilly serves on the board of directors for RAF Industries, the Delaware Valley Community Reinvestment Fund (DVCRF) Investment Committee and PNC Bank Community Partners, Inc. In addition, he serves as vice chairman of The Clearing House’s Chief Financial Officer Summit. He is a past board member of the Pennsylvania Horticultural Society.
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About PNC: PNC is a financial service company providing bank deposits products and services to its community.
Adam B. Weinstein
Managing Director – CFO of New Mountain Capital
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About New Mountain Capital: New Mountain Capital manages private equity and public equity capital with aggregate assets.
Curtis Buser
Managing Director and Chief Financial Officer of The Carlyle Group
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About The Carlyle Group: The Carlyle Group is a global private equity firm that caters to early and later stage companies.
Mary Denten
CFO of Scale Venture Partners
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About Scale Venture Partners: Scale is an early-stage venture capital firm focused on intelligent business software.
Michael Sewell
Chief Financial Officer, Senior Vice President and Treasurer of Cincinnati Financial
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About Cincinnati Financial: Cincinnati Financial Corporation offers property and casualty insurance, its main business, through The Cincinnati Insurance Company.
Bob Keppler
CFO of Saints Capital
Bob Keppler is the Chief Financial Officer at Saints Capital. Prior to joining Saints in 2007, he was CFO of Centennial Ventures for ten years. Centennial Ventures managed over $1 billion of capital. Prior to Centennial, Bob Keppler worked for 18 years at Total Petroleum (North America) LTD., a multi-billion dollar public petroleum company, departing as a senior financial officer of the company. He began his career as a certified public accountant with PricewaterhouseCoopers. Bob Keppler received a BA in Business from Capital University. He also completed the Executive Management Development Program at the University of Virginia Graduate Business School, and the Graduate Tax Program at the University of Denve
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About Saints Capital: Saints Capital is a merchant venture capital firm with offices located in San Francisco and London.
Larry Randall
CFO of Alta Partners
Larry joined Alta Partners as Controller in 2007 and was promoted to CFO in September 2013. As Alta’s CFO, Larry’s areas of responsibility include accounting, tax, financial reporting, cash and securities management, legal and human resources, and other administrative functions at the firm. Prior to joining Alta, he was the manager of statutory reporting at The Gap, Inc., where he managed the audited financial reporting process for several legal entities and provided support to tax and treasury for all legal entities. Previously, Larry was the manager of treasury accounting at Intel Corporation, where his responsibilities included reviewing Intel Capital investments for proper accounting treatment, assisting the team in deal negotiation, and performing the accounting for the Intel Capital investment team. Larry is a Certified Public Accountant (inactive) and holds a Bachelor of Science in Accounting from Santa Clara University.
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About Alta Partners: Alta Partners is a venture capital firm investing in the healthcare and life sciences sector.
Scott Griffiths
CFO, Marketing of Farmers Insurance Group
Scott Griffiths is the CFO of Marketing for Farmers Insurance, a $19B enterprise. He joined Farmers Insurance in 2008 and provides financial leadership for the Enterprise’s marketing resources, covering TV, radio, digital, sponsorships, customer research, internal and external communications, and innovation. Griffiths began his career in auditing at KPMG in the UK, qualifying as a Chartered Accountant. Moving to the US in 2001, he briefly worked in public accounting, obtaining his CPA license, before joining Countrywide Financial. He went on to hold several leadership roles at Countrywide Financial in both the Global Markets and Correspondent Lending Divisions. Griffiths is on the Board of Directors on the Boys & Girls Club of the West Valley and in 2016 was the recipient of the Corporate Caring for Kids Award. Education: B.A. (Hons), Sheffield University, United Kingdom; ACA, Institute of Chartered Accountancy of England and Wales; CPA, American Institute of Certified Public Accountants.
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About Farmers Insurance Group: Farmers Insurance Group is an insurer group of automobiles, homes, and small businesses.
Steven R. Springsteel
Chief Financial Officer of Recurly
Steven R. Springsteel is the Chief Financial Officer of Recurly. He has a bachelor’s degree in Business Administration at Graduate of Cleveland State University.
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About Recurly: Subscription billing management SaaS platform powering 2,000+ brands including Sling TV, BarkBox, Asana, FabFitFun, Cinemark & Twitch
Adrian S. Griggs
Executive Vice President & Chief Financial Officer of Pacific Life
Mr. Griggs was promoted to executive vice president and chief financial officer for Pacific Life in April 2012. As chief financial officer, he has responsibility for Pacific Life’s accounting, audit, tax, and treasury functions, and he also serves on Pacific Life’s management committee. As of January 2016, Mr. Griggs assumed responsibility for Pacific Asset Advisors LLC, Pacific Asset Management, and corporate development. Mr. Griggs joined Pacific Life in 1994 as an assistant vice president in the former Institutional Products Division where he was responsible for the coordination of financial reporting and planning. In 1999, he was promoted to vice president in the Retirement Solutions Division, where he assumed responsibility for developing, directing, and managing the division’s financial, budgeting, planning, and compliance operations. Mr. Griggs was promoted to senior vice president, Finance and Compliance in 2008, and in 2009 assumed responsibility for the oversight of the division’s two newly-formed departments: Institutional and Structured Products and Risk Management. In this capacity, he oversaw and was responsible for the development and presentation of financial results, business planning and risk management strategies. Mr. Griggs is also chief executive officer of Pacific Select Distributors, LLC (“PSD”). PSD is a member of the Financial Industry Regulatory Authority, and a registered broker/dealer with the Securities and Exchange Commission. Prior to joining Pacific Life, Mr. Griggs worked as a certified public accountant with Deloitte & Touche specializing in the insurance and financial services industry.
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About Pacific Life: Pacific Life Insurance is an American insurance company that provides life insurance products, annuities, and mutual funds.
Steve Robertson
Chief Financial Officer of Intapp
Stephen Robertson is the CFO at Intapp.
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About Intapp: Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
Dan Scanlan
Chief Financial Officer of ePlata
Scanlan has over 20 years of professional finance and international business development experience. A 1992 graduate of Harvard University with a Bachelor of Arts in Economics, Scanlan was recruited to form an equipment leasing company for a $1 billion bank holding company in Minneapolis, Minnesota. Scanlan helped grow the company, which was ultimately acquired by Wells Fargo Equipment finance, where he contributed equipment-leasing assets to a $5 billion portfolio as a national account manager. In 2001, Scanlan joined a boutique FINRA licensed broker dealer spun out of RBC Dain Rauscher in Minneapolis to form the investment banking division. During his tenure, Scanlan was successful in raising and syndicating close to $500 million in private debt and hybrid equity transactions in various asset classes, including heavy equipment and casino gaming equipment (industrial, transportation, aircraft, agricultural equipment), and commercial and residential real estate.
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About ePlata, Plata Pay: ePlata is a mobile platform that enables its users to conduct online and peer-to-peer transactions.
Judi Vitale
Chief Financial Officer of Acculynk
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About Acculynk, Vitale CFO: Acculynk provides software-only services that secure online payment transactions for issuers, merchants and payment processors.
Grace Chui-Miller
Partner, Chief Financial Officer of Correlation Ventures
Grace is responsible for the financial reporting of the firm’s investment funds as well as day-to-day management of firm-wide finance, operations and investment monitoring. In addition, Grace is responsible for investor relations and works closely with outside legal counsel on fundraising, operations and regulatory compliance matters. Grace has 20 years of professional experience in financial services and began her venture career in 1999. Prior to Correlation, Grace was the Chief Financial Officer of DCM, a technology-focused venture capital firm based in the Bay Area with over $2 billion under management, where she had oversight of global finance operations and advised portfolio company management teams, providing operational and financial guidance and assistance. Previously, Grace spent seven years at KPMG LLP, working as an audit manager on various privately and publicly-held clients in the financial services and information technology industry segments (including several venture capital funds and venture-backed portfolio companies). On a more personal note, Grace serves on the board of a local charitable organization and enjoys participating in triathlons (including one Ironman).
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About Correlation Ventures: Correlation Ventures finances early, seed, and later stage venture, and debt financing investments and is based in California.
