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 Director operating in the Banking space. If you think a Director 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.
Jan Schildbach
Director & Team Head Banking, Financial Markets and Regulation of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Apjit Walia
Managing Director & Global Head, Technology Investment Strategy of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Nischal Piratla
Director, Strategy & Innovation of Deutsche Bank
• Versatile hands-on leader, with 15-plus years of expertise in Innovation, Product Strategy, Entrepreneurship and People Management. • Extensive experience in building Local and Global Teams (North America & EMEA), with development of new products from scratch that contributed to new revenue of 20+ millions USD. • Expertise in products based on Artificial Neural Networks, Machine Learning, Business Process Automation, Design Thinking, and Data Networking, which also led to 33 patent filings (18 Issued Patents & 15 pending), and to several highly cited journals and conferences publications.
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Javed Jussa
Director, Quantitative Strategist of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Jeff Vergamini
Managing Director of Deutsche Bank
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About Deutsche Bank, Morgan Stanley: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Zachary Jarvis
Director of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Michael Heeger
Director – Global Purchasing, Head of Sourcing Americas of Deutsche Bank
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
James Sinclair
Managing Director, Healthcare Investment Banking of Goldman Sachs
James Sinclair is a managing director in the Consumer Retail and Healthcare Group covering healthcare services and technology companies. Previously, he was a healthcare services equity research analyst. Jim first joined Goldman Sachs in 2002 as an analyst and rejoined the firm in 2007 as an associate. He was named vice president in 2010 and managing director in 2015. Jim serves as a member of the Advisory Board for Ben’s Friends, a nonprofit focused on building online communities for patients with rare diseases. Jim earned a BA in Economics, magna cum laude, from Duke University in 2002, a JD from Northwestern University School of Law and an MBA from the Kellogg School of Management at Northwestern University in 2007.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Jason A. Kreuziger
Managing Director of Goldman Sachs
Jason Kreuziger is a member of the Growth Equity Investing Group within the Merchant Banking Division (MBD) at Goldman Sachs. He is responsible for leading the private equity investments of high-growth businesses in the Software, Business Services and Healthcare sectors in North America. Jason joined Goldman Sachs first in 2008 as a member of the Technology, Media and Telecommunications Investment Banking Group, and returned to Goldman Sachs in 2014. He now serves as a Managing Director in the Growth Equity Investment Group. Prior to re-joining the firm, Jason was a member of the private equity investment team at Summit Partners where he focused on investments in the communications technology and software sectors. Before that, he worked as an investment banker at the Royal Bank of Canada and as a management consultant at ZS Associates. Jason is a CFA charterholder, and holds both Series 7 and Series 79 securities licenses. Jason earned an MBA from Harvard Business School in 2008, and a BBA with honors degree in (i) Finance, Investment and Banking, and (ii) Information Systems from the University of Wisconsin – Madison in 2002. Outside of work, Jason is an outdoors enthusiast, enjoying distance running, triathlons, hiking, cycling, snowboarding, skiing, and sailing. He also enjoys international travel and collecting local currency from countries he visits.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Edith Cooper
Senior Director of Goldman Sachs
Ms. Cooper is the Medley Founder – Slack and Etsy Board Director – Goldman Sachs Senior Director. She serves as Vice Chair of the Partnership Committee and is a member of the Management Committee. Previously, she served in various positions at the firm, including sales management within the Securities Division. Ms. Cooper first joined Goldman Sachs in 1996 to build and lead the firm’s Energy Sales Group in New York. In 2000, she became Co-Head of the Commodities Business in Europe and Asia, based in London. She assumed responsibility for the firm’s Futures business in 2002.
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About Goldman Sachs, Medley: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Thomas Spoto
Managing Director of Goldman Sachs
Thomas Spoto is a Managing Director at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mancy Sun
Managing Director of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Ken Eberts
Managing Director of Goldman Sachs
Ken is global co-head of Goldman Sachs Investment Partners in the Investment Management Division, a position he has held since the group’s inception in 2007. He is also a managing director ally of the Lesbian, Gay, Bisexual and Transgender Network. Ken joined Goldman Sachs in 1989 as an analyst in the Investment Banking Division and worked in the Real Estate and Financial Institutions Groups. From 1992 to 1998, he worked on the Equity Derivatives desk and then moved to Goldman Sachs Principal Strategies in 1998. Ken was named managing director in 2001 and partner in 2004. Ken serves on the Board of Directors of Riverdale Country Day School. Ken earned an AB in Quantitative Economics and History from Stanford University in 1989.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Antoine Munfa
Managing Director – Merchant Banking Division at Goldman Sachs – Growth Equity Team of Goldman Sachs
Antoine Munfa is a Vice President at Goldman Sachs, where his current board responsibilities include Forefront Dermatology, Cervalis, Resolute Anesthesia and Pain Solutions, and Business Records Management. Prior board responsibilities include Amber Road (NYSE: AMBR). Antoine holds a BA from Yale University and an MBA from Harvard Business School.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Joe Porter
Managing Director – Tech Investment Banking of Goldman Sachs
Joe Porter is a Managing Director – Tech Investment Banking at Goldman Sach. He was a managing director in the Technology, Media and Telecom (TMT) Group and the Merger & Acquisitions Group within the Investment Banking Division (IBD). Before moving to San Francisco and his current role, he worked in the Executive Office in New York City from 2012 to 2013 with the firm’s executive leadership to develop and execute strategic and client initiatives. Earlier in his career, Joe was a member of the Global Consumer Retail Group in IBD from 2007-2012 and a member of the PSI Group from 2005-2007. He joined Goldman Sachs as an analyst in 2005 and was named Managing Director in 2017 Joe earned a BS in Accounting from Brigham Young University in 2005.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mark Midle
Managing Director of Goldman Sachs
Mark Midle joined Limelight’s Board of Directors in June 2015. Midle is a Vice President in Goldman, Sachs & Co.’s Merchant Banking Division, where he oversees investments in growth stage, technology-driven companies. Before joining Goldman Sachs, Midle spent over a decade investing in technology and technology-enabled services companies while at firms including Bain Capital and The Blackstone Group. Previously, Midle was a consultant at McKinsey & Co., and he began his career in Morgan Stanley & Co.’s Investment Banking Division. Midle has a B.A. from the University of North Carolina and an M.B.A. from The Wharton School at the University of Pennsylvania.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mark Winkelman
Senior Director of Goldman Sachs
Mark is an independent Board member. Born in 1946, he is a citizen of the Netherlands and holds a Degree in Economics from the Erasmus University in Rotterdam, and an MBA from the Wharton School at the University of Pennsylvania, where he is a trustee and chairman of the Penn Medicine Board. He served as a Management Committee member of Goldman Sachs & Co. from 1988 to 1994, where he is now a Senior Director. Before joining Goldman Sachs & Co. in 1978, he served at the World Bank for four years as a senior investment officer.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Harsh Nanda
Managing Director of Goldman Sachs
Harsh is a Managing Director in Goldman Sachs’ Merchant Banking Division (MBD) in India. He is responsible for investments across growth and buyout opportunities. Previously, Harsh was in the healthcare group of the Investment Banking Division at Goldman Sachs in New York. Prior to that he was a manager at Microsoft’s headquarters in Redmond, Washington. Harsh serves on the Board of ReNew Wind Power Pvt. Ltd. Harsh earned a B.Tech. in Computer Science and Engineering from IIT Delhi, a Master of Science in Computer Science from the University of Maryland and an MBA from New York University’s Stern School of Business, where he was a recipient of the Dean’s Award for academic achievement.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Ryan Limaye
Managing Director, Co-head Global Technology Investment Banking of Goldman Sachs
Ryan Limaye is a Managing Director, Co-head Global Technology Investment Banking at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Christopher Chattaway
Managing Director of Goldman Sachs
Christopher manages the FX and Commodities Systematic Market Making business. He is a member of the Regional Securities Division Automated Trading Controls Committee (Americas). Previously, he worked in FX Strats, FX Spot Trading and FX Technology. Christopher joined Goldman Sachs in 2001 as an analyst and was named managing director in 2011. Christopher serves on the board of FXSpotStream, a bank-owned consortium for FX aggregation and execution services. Christopher earned a BA in Computer Science from Cornell University in 2001 with a concentration in Math and Business.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
James Donovan
Managing Director of Goldman Sachs
James Donovan, aka Jim Donovan became a Managing Director at Goldman Sachs & Co. in 1993. where he has worked in the areas of corporate strategy, investment banking and investment management. Since joining the firm in 1993 Donovan has held many leadership roles. These include: heading The Client Experience Task Force, heading the Strategic Lead Management, heading Investment Management Services, serving as a member of the Private Wealth Management Operating Committee and serving as the chairman of Investment Management Division Labs. In addition, between 2002 and 2006 he served on the Goldman Sachs Philanthropy Fund board. Donovan received a BS in Chemical Engineering from MIT, an MBA from the MIT Sloan School of Management and a JD from Harvard Law School. He is an active alumni of these schools, having a place on both MIT’s Corporation Development Committee and Athletic Committee, as well as a Friend of MIT Crew and a former MIT Crew Varsity Oarsman. In addition – to help students from financially-impaired backgrounds – in 2000, Donovan established an MIT Scholarship Fund. He is also an adjunct professor at the University of Virginia, teaching classes on corporate strategy and leadership. Jim Donovan extends his philanthropic commitment beyond the educational scope. He is a member of the Board of the Foundation for the National Institutes of Health, the Board of Trustees of the Dana-Farber Cancer Institute, and The Lank Center for Genitourinary Oncology. After the death of his friend to cancer, Donovan created the Jim Donovan Fund for Prostate Cancer Research at DFCI in 2008. His endowment provides critical support to Mission Possible: The Dana Farber Campaign to Conquer Cancer. James Donovan lives in Virginia with his four children. An avid runner, he runs road races to raise money for cancer prevention and treatment. Various publications have featured Donovan for his achievements and contributions, including Fortune Magazine and Harvard Alumni Magazine.
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About Goldman Sachs, Goldman Sachs, University of Virginia: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Kathryn Cassidy
Board Of Directors of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Charles Elkan
Managing Director of Goldman Sachs
Charles Elkan is a managing director and the global head of machine learning at Goldman Sachs, and also an adjunct professor of computer science at the University of California, San Diego (UCSD). Earlier, he was the first Amazon Fellow, leading a team of over 30 scientists doing research and development in applied machine learning in both e-commerce and cloud computing, with wins totaling over $100M incremental earnings. Before joining Amazon, Dr. Elkan was a tenured professor of computer science at UCSD. His Ph.D. is from Cornell and he was an undergraduate at Cambridge. His students at UCSD have gone on to to many leading companies, and to faculty positions at universities including Columbia, CMU, the University of Washington, and Stanford.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
John Blondel Jr.
Managing Director of Goldman Sachs
John Blondel is a Managing Director in the Investment Management Division at Goldman Sachs. An experienced financial executive, where he advises families, foundations, and endowments on their assets and portfolios. He first joined the firm in the fixed income division in 1983. John is on the board and executive committee at the Friends of the High Line and has also led initiatives that raised more than 100 million dollars towards this cause. He is on the board and executive committee and has served as chair of the committee for the Academy of American Poets. John is the director emeritus of the Jackie Robinson Foundation and has chaired their investment committee. John graduated from Harvard Business School in 1983 and received an A.B. from Harvard in 1978. He has served as chair of the National Committee for the Memorial Church in the Harvard Campaign. He supports Harvard through a variety of roles, including as a member of the Harvard’s Committee on University Resources and the Co-Chair of his class for the Harvard College Fund. John was raised in Montclair, New Jersey and he is a graduate of Montclair Academy where he was given the Klein award for excellence as a scholar athlete. He co-edited the Montclair News at Montclair Academy as well as a member of the Master’s Singers in the Glee club.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Walter Driver
Chairman of the Board of Directors – Southeast of Goldman Sachs
Walter Driver is a Member of the Board of Directors at Equifax since November 2007. Previously, Walter was Chairman of the Board of Directors and Chief Executive Officer at King & Spalding LLP. Walter focused on strategic issues, firm growth, cross-office capabilities and client relationships. Walter joined King & Spalding in 1970 and became a partner in 1976. Walter served 8 years in the 1990’s as Chairman of the governing Policy Committee and has been Managing Partner or Chairman since 1999. Walter is a regular speaker on law firm leadership and on the relationships between inside counsel and outside law firms. Walter’s practice has focused on financing transactions, and he chaired that practice area within the firm. Walter represented large groups of money center banks in complex structuring, negotiating and restructuring of transactions exceeding $1 billion of real estate related liabilities. Walter acted as the principal U.S. lawyer representing Banca Nazionale del Lavoro in the largest and most complex bank fraud in U.S. history, involving billions of dollars in finance to Iraq. Walter led the client through Congressional committee investigations and hearings, multiple civil litigation cases, successfully resolved a protracted Federal Reserve inquiry and achieved superior economic recoveries, including $400 million from the United States government. Walter has been involved with many aspects of representation of financial institutions, including structured transactions, real estate finance, work-out and bankruptcy and banking investigations. Walter has advised institutional investors in highly leveraged and tax sensitive transactions, including complex cross-border financings. Walter represents large U.S. banks and international banks as well as large non-bank financial corporations. Walter coordinated King & Spalding’s legal work for SunTrust Banks, Inc. Walter is a Member of the Board of Directors at Total Systems Services, Inc. and currently serves on the compensation committee. Walter is Vice President and a Member of the Executive Committee of the United States Golf Association, having previously served as Treasurer and General Counsel. Walter chaired the Legal Division of the Atlanta United Way and served as a member of the Executive Cabinet of the United Way. Walter serves or has served as a Member of the Board of Directors and Executive Committees of several civic organizations, including The Commerce Club, Central Atlanta Progress, the Atlanta Chamber of Commerce, The Children’s Museum of Atlanta and the Georgia State Golf Association. Walter is a Graduate of Stanford University and the University of Texas School of Law (1970).
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About : Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
William George
Member of the Board of Directors of Goldman Sachs
Professor of management practice at Harvard Business School; author of four best-selling books (“Authentic Leadership,” “True North,” “Finding Your True North” and “7 Lessons for Leading in Crisis”) and recently published “True North Groups” with co-author Doug Baker; former chairman and chief executive officer of Medtronic Inc.; earlier career included leadership positions with Honeywell, Litton Industries and Department of Defense; directorships and trusteeships include ExxonMobil, Goldman Sachs, Carnegie Endowment for International Peace, World Economic Forum USA and Guthrie Theater; recognized as one of the 25 Most Influential Business People of the Last 25 Years by PBS, Executive of the Year by the Academy of Management, and Director of the Year by the National Association of Corporate Directors; frequent appearances and writings in the national media; honorary Ph.D. degrees from Georgia Institute of Technology, Bryant University and University of St. Thomas.
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About : Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
John Goldstein
Managing Director of Goldman Sachs
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About Goldman Sachs, Imprint Capital: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Stephanie Cohen
Chief Strategy Officer and Managing Director of Goldman Sachs
Stephanie Cohen is Goldman Sachs’s Chief Strategy Officer, an ex officio member of the management committee and a member of the partnership committee. Previously, Cohen served as the Global Head of financial sponsor mergers and acquisitions (M&A). Before that she was Sector Captain for general industrials in the global industrials group and a member of the M&A group. In 2008 Cohen managed conflicts and business selection for the investment banking division in the Americas. Previously, she was a Vice President in the industrials and merger leadership groups in San Francisco. Cohen joined Goldman Sachs as an Analyst in 1999, was named Managing Director in 2008 and Partner in 2014. She serves on two literacy-focused nonprofit boards, Reading Partners and Quill. She lives with her husband and two children in New York City.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
David Friedland
Partner, Managing Director of Goldman Sachs
David Friedland is a Partner, Managing Director at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Christopher Higgins
Executive Director of Goldman Sachs
Chris has worked in public finance for nearly 20 years and currently serves as the head of the western region water and wastewater utility practice for Goldman Sachs. Chris has extensive industry experience having worked with a number of water utilities and agencies including the California Department of Water Resources, Metropolitan Water District of Southern California, Bay Area Water Supply and Conservation Agency, East Bay Municipal Utility District, Eastern Municipal Water District, Irvine Ranch Water District, San Diego County Water Authority, and Las Vegas Valley Water District amongst others. Chris has lead and participated in over $25bn in public infrastructure financings over the course of his career including tax-exempt and taxable municipal bond offerings and project financings.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
William Connolly
Managing Director of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Akshaya Prasad
Executive Director of Goldman Sachs
Co-heads the Indian office of Greater Pacific Capital, the strategic investor in Azure.Former Executive Director with Goldman Sachs in London and Mumbai.Set up and led Goldman Sachs’ infrastructure investment business in India and was part of the senior team managing Goldman Sachs’ global US$6.5bn Infrastructure Fund.
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About : Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Maeve DuVally
Managing Director of Corporate Communications of Goldman Sachs
Maeve DuVally is the managing director of corporate communications at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Jeffrey Ferry
Director of Goldman Sachs
Jeff Ferry joined Goldman Sachs in March, 2004 as a founding member of the team to help start up the Specialty Lending Group platform in the US and leads the data center investment practice. Our group provides a wide range of principal investments, including senior debt, 2nd lien, mezzanine and preferred equity capital to middle market companies to support leveraged buyouts, expansion and growth capital needs as well as recapitalizations and other financings. We have been a very active investor in the global data center space over the past ten years, with debt and/or equity investments over that time in growing companies like Viawest, Datapipe, Cervalis, IO and Airtrunk.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Max Ritter
Managing Director of Goldman Sachs
Max Ritter is a Managing Director at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Michael Dente
Managing Director of Goldman Sachs
Michael Dente is a Managing Director at Goldman Sachs.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Michel Dimitri
Managing Director of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Thomas Dunlap
Managing Director of Goldman Sachs
Tom is global head of Reference Data Operations and the Salt Lake City head of Operations Data Quality Management. He serves as co-chair of the Pricing Consistency Governance Group and as a member of the firm’s Federal Reporting Oversight Committee, the Private Wealth Management Valuation Committee, and the Operations Division’s Data Quality Management Committee and Financial Reform Steering Group.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Carolyn H. Byrd
Board of Director of Regions Financial
Carolyn H. Byrd has served as Chairman and Chief Executive Officer of GlobalTech Financial, LLC, a financial services company she founded, since 2000. From 1997 to 2000, Ms. Byrd was President of Coca-Cola Financial Corporation. From 1977 to 1997, Ms. Byrd held a variety of domestic and international positions with The Coca-Cola Company, including Chief of Internal Audits and Director of the Corporate Auditing Department. She is currently a member of the Board of Directors of Popeyes Louisiana Kitchen, Inc. and Regions Financial Corporation. Ms. Byrd is a former member of the Board of Directors of Circuit City Stores, Inc., RARE Hospitality International, Inc., and St. Paul Travelers Companies, Inc.
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About : Regions Financial is a finance company and it has launched regions mobile deposit for their customer
Aldric Giacomoni
Director of Engineering of Stash Financial
Aldric Giacomoni is the director of engineering at Stash.
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About Stash Financial: Stash is a personal finance app that combines banking, investing, and advice into one platform.
Max Justicz
Managing Director of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Kristen Stephens
Managing Director & Head of Credit Strategies of UBS
Kristin Stephens is an Executive Director and the Head of Credit Strategies for the UBS Public Finance Department. In this capacity, she works with a variety of governmental issuers and non-profit organizations to help achieve their goals in accessing the tax-exempt and taxable fixed income markets. Building upon nearly twenty years of experience in municipal credit analysis, Kristin applies a deep knowledge of the high-grade and high-yield sectors to apprise clients of industry trends and developments, provide innovative credit solutions, develop rating agency strategies, and enhance investor outreach. Previously the Senior Municipal Credit Strategist for the UBS Chief Investment Office, Kristin has shared her knowledge of municipal credit with UBS clients and financial advisors for nearly a decade. In this role, she was a lead contributor to the monthly Municipal Market Guide and other municipal credit publications. Before joining UBS in 2008, Kristin held positions in bond insurance as an underwriting analyst at ACA Financial Guaranty Corporation and as a sell-side credit analyst at JPMorgan Securities Inc., where she worked with many municipal issuers as well as institutional investor clients. Kristin earned her bachelor’s degree in economics and political science from Northwestern University in Evanston, Illinois. She maintains FINRA Series 7 and 63 securities licenses. Kristin is a former chair of the Municipal Analysts Group of New York (MAGNY) and served as a member of the Board of Governors of the National Federation of Municipal Analysts (NFMA) from 2015-16. She is a member of Northeast Women in Public Finance and of 100 Women in Finance. Kristin was named a Rising Star by The Bond Buyer in 2016.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Adam Davis
Managing Director, Finance, Risk and Analytics Services CTO of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Shawn Dralle
Executive Director of UBS
Shawn Dralle joined UBS Financial Services Inc. in January 2018 as an Executive Director, based in Los Angeles. In her 25 year career in public finance, she has provided a wide range of investment banking services to state and local governments in multiple sectors throughout California and the Southwest. She has also served as an executive in state government. Prior to joining UBS, Ms. Dralle was with J.P. Morgan and RBC Capital Markets. Ms. Dralle received a Bachelor’s of Arts degree from Marycrest College in Davenport, Iowa, and a Master’s degree in Public Administration from Arizona State University.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Bob Casey
Managing Director, Co-Head of Software Investment Banking, Americas of UBS
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Adam Schwarzchild
Managing Director of UBS
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About : UBS is a global financial services company that engages in the provision of financial management solutions.
Kraleigh Woodford
Managing Director, Head of Digital Client Experience of UBS
Kraleigh Woodford is the Managing Director and Head of Digital Client Experience at UBS.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Andrew Nakahata
Managing Director and Regional Head of Public Finance West Region of UBS
Andy Nakahata is a Managing Director and Regional Head of Public Finance, West Region for UBS Financial Services Inc. Andy has 25 years of public finance experience across several firms and roles in the municipal bond industry. Andy has assisted clients in executing a range of financing products and structures – fixed rate bonds, floating rate bonds, current interest and capital appreciation bonds, floating rate bonds, TRANs, BANs and commercial paper. Andy has worked across a wide variety of credits as his clients have included state and local governments, higher education institutions, healthcare institutions, public utilities and 501(c)3 organizations. Andy serves on the Board of Directors of Asian Americans in Public Finance and the Marin Country Day School. He holds a master’s degree in public and private management (MPPM) from the Yale School of Management and a B.A. degree from Wesleyan University.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
William Meaney
Non Executive Director of State Street
William Meaney is president and CEO of Iron Mountain and serves as a director on the company’s board.He previously served as CEO of The Zuellig Group, a $12 billion primarily business-to-business conglomerate based in Hong Kong that saw sales triple during his tenure from August 2004-March 2012. Prior to leading The Zuellig Group, Meaney spent a number of years in the airline industry, serving as the chief commercial officer and managing director of publicly-traded Swiss International Airlines from December 2002 to January 2004 and executive vice president of South African Airways from 1998 to 2001. Earlier in his career, Meaney served as: the acting CEO of South African Vaccine Producers; the founder and managing director of Genhro Management Consultancy; and a principal of Strategic Planning Associates, now part of Oliver Wyman. Meaney’s first career was as a CIA operations officer.He is a member of the Asia Business Council, and he holds a bachelor’s in mechanical engineering from Rensselaer Polytechnic Institute and a master’s in industrial administration from Carnegie Mellon University.He is a trustee of both schools and serves on the board of Qantas Airways Limited.
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About Iron Mountain, State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
Darshan Dave
Managing Director of State Street
Darshan Dave is the Managing Director of State Street.
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About State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
Kevin Griffin
Senior Managing Director/SSgA of State Street
Kevin is a Senior Managing Director of State Street Global Advisors and the Global Head of Investment Operations. In this role, he has overall responsibility for providing operational support to the Investment, Trading and Client Relationship Teams. Kevin is a member of the firm’s Executive Management Group. Prior to joining SSGA in March 2008, Kevin was a member of the senior leadership team in State Street’s Global Services Division, with responsibility for custody, accounting and relationship management for more than 15 of State Street’s most significant client relationships. He began working at State Street in 1984 and has held numerous managerial positions during his more than 25- year career. Kevin holds a BS in Accounting and Finance from the University of Massachusetts, Boston.
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About State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
Andrew Cecere
President, Chief Executive Officer & Director of U.S. Bancorp
Mr. Andrew Cecere is Vice Chairman of the Board, Chief Financial Officer of U.S. Bancorp. Until that time, he served as Vice Chairman, Wealth Management and Securities Services of U.S. Bancorp since the merger of Firstar Corporation and U.S. Bancorp in February 2001. Previously, he had served as an executive officer of the former U.S. Bancorp, including as Chief Financial Officer from May 2000 through February 2001.
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About U.S. Bancorp, US Bank: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Karen S. Lynch
Director of U.S. Bancorp
President and Chief Executive Officer at CVS Health.
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About CVSHealth: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
David B. O’Maley
Board Of Director of U.S. Bancorp
Business Experience: Mr. O’Maley, 69, is the retired Chairman, President and Chief Executive Officer of Ohio National Mutual Holdings, Inc. and its subsidiary Ohio National Financial Services, Inc., an intermediate insurance holding company that markets insurance and financial products through its affiliates, including The Ohio National Life Insurance Company. Mr. O’Maley served as Executive Chairman of these companies from November 2010 to May 2012 after serving as Chairman, President and Chief Executive Officer of Ohio National Mutual Holdings and Ohio National Financial Services from 1994 until November 2010. He joined Ohio National in 1992.
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About : U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
David Roberts
Deputy Chairman and Independent Director of Lloyds Banking Group
Joined the Board in March 2010 Chairman of the Risk Committee. Member of the Audit Committee, the Remuneration Committee and the Nomination & Governance Committee. David has many years of experience at board and executive management level in retail and commercial banking in the UK and internationally. As Chair of the Risk Committee, he has a deep understanding of risk management, underpinned by recent, in-depth knowledge of all aspects of banking operations. David’s valuable contributions to the deliberations of the Board and Committee meetings, combined with natural leadership qualities, make him an effective Deputy Chairman. David has a Diploma in Marketing from the Chartered Institute of Marketing, a degree in Mathematics & Applications from Birmingham University and an MBA from the University of Reading. David joined Barclays in 1983 and held various senior management positions culminating in Executive Director, member of the Group Executive Committee and Chief Executive, International Retail and Commercial Banking, a position which he held until December 2006. He is a former Non-Executive Director of BAA and Absa Group and was Chairman and Chief Executive of BAWAG P.S.K. AG.
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About Creative Destruction Lab (CDL), Lloyds Banking Group: Lloyds Banking Group is a major British financial institution formed through the acquisition of HBOS by Lloyds TSB in 2009.
Marisa Buchanan
Managing Director & Global Head of Sustainability of JP Morgan Chase
Marisa Buchanan is a Managing Director, Head of Sustainability at JP Morgan Chase & Co. from July 2020.
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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.
Prashant Dhingra
Managing Director – Machine Learning of JP Morgan Chase
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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.
Tien-Tsin Huang
Managing Director of JP Morgan Chase
Tien-tsin is the #1 rated equity analyst for the payment sector (https://www.jpmorgan.com/country/US/en/detail/1320570403245) Tien-tsin Huang is the Senior Coverage Analyst of J.P. Morgan’s U.S. Payments, Processing & IT Services team. His team has consistently been ranked in the top 2 by Institutional Investor since 2009, and ranked #1 in 2018. He has followed the sector as an Equity Research analyst at J.P. Morgan since 1999, after spending two years in investment banking and public finance. He holds a B.S. in commerce from the University of Virginia. Tien-tsin is also a CFA® charterholder.
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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.
Christine Moy
Executive Director of JP Morgan Chase
Christine Moy leads J.P. Morgan’s Blockchain Center of Excellence, tasked with setting a comprehensive blockchain strategy for the Corporate and Investment Bank, developing cutting edge technology, curating Strategic Investments, and performing client outreach. Previously, she led development of productionized credit risk tools in Global Wealth Management and held various sales & structuring roles across Commodities, Asset-Backed Securities, and Syndicated Loans. She is a graduate of Brown University. Christine was recently named in Fortune’s The Ledger 40 Under 40 list of “the most impressive, young superstars transforming business at the leading edge of finance and technology.”
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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.
Ben Luban
Executive Director of JP Morgan Chase
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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.
Reggie Chambers
Managing Director & Chief Administrative Officer of JP Morgan Chase
Reggie Chambers is Chief Administrative Officer of Chase Consumer Bank, leading all branch operations, branch real estate, ATMs, innovation, branch systems, policies & procedures, and our project management office. In addition, Reggie partners with technology, operations, and risk & control leaders to ensure branches and customers receive a best-in-class experience. Reggie was formerly the Head of Transformation & Innovation for the Consumer Bank, leading the implementation of our CB 2.0 strategy that is focused on positioning the bank to be more digitally oriented. He also led the branch systems, ATMs and Innovation Labs for Chase. Prior to JPMC, Reggie Chambers spent significant time in senior leadership positions in the private, public and social sectors and worked on more than $70 billion in transactions helping to structure, negotiate, valuate and invest in businesses domestically and internationally. Reggie has had significant customer facing roles in the private sector. While at McKinsey & Company, Reggie was a part of the Strategy & Corporate Finance practice focused on financial institutions and helped to establish McKinsey’s strategy execution and performance practice focused on helping clients to translate strategy from theoretical into actionable and measureable steps that are tied to financials and key performance metrics. Prior to McKinsey, Reggie was a founding member and Head of the North American Infrastructure team of 3i Group plc, a UK-headquartered private equity firm with $20 billion of assets under management. He helped lead 3i’s efforts to make equity investments in North American infrastructure and was a member of the board of Eversholt Rail Group, a ~$4bn UK rail company. Before 3i, Reggie was a Vice President on the Global Energy Investment Banking team of Citigroup Global Markets Inc. and began his career practicing corporate law with Simpson Thacher & Bartlett LLP and Uría Menéndez Abogados, S.L.P. in Madrid, Spain. Reggie has also spent considerable time in the public sector, recently helping lead the Clinton- Kaine Transition Team as a full-time Senior Advisor spearheading the redesign of the organizational structure of the White House and determining the selection criteria for the White House Chief of Staff. Reggie also was the Co-Leader of the Small Business Policy Working Group for the Hillary for America campaign. Previously, Reggie was appointed by President Obama as a White House Fellow at the White House National Economic Council (NEC), serving as a policy lead behind the Jumpstart Our Business Startups (JOBS) Act, which facilitates access to capital for small and high-growth businesses through mechanisms such as securities crowdfunding. The JOBS Act received more bipartisan support than almost any other substantive piece of legislation proposed during the Obama Administration (every voting Republican in the House and Senate voted in favor of the bill). Additionally, he helped lead the first-ever White House summit on financial capability and lead the White House Rural Council alongside Secretary Vilsack. Reggie earned his J.D. from Harvard Law School and his A.B. in Political Science, Spanish and Markets & Management from Duke University. Reggie is a former Term Member of the Council on Foreign Relations and a member of Crain’s 2015 class of 40 under 40.
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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.
Jennifer Nason
Managing Director of JP Morgan Chase
Jennifer Nason is a Managing Director at JPMorgan Chase & Co.
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About JP Morgan Chase, JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Ludwig D’Angelo
Executive Director of JP Morgan Chase
Ludwig D’Angelo manages the Global Instrument Reference Data Operating Unit within JP Morgan’s Corporate & Investment Bank Operations. Previously at JP Morgan he was the North American Regional Head for Trading Technology. He has over 30 years of experience in financial services including front office, risk management, operations, technology and marketing. He has previously held senior positions at Swiss Bank Corp, Bankers Trust, Reuters as well as KPMG Consulting and CAPCO where he was a practice leader in trading technology. He is a frequent lecturer on Securities and Derivatives topics in industry and academia. Early in his career, he was a professional options trader for Oppenheimer & Company. He earned his MBA in Finance from Fordham University Graduate School of Business and his BBA in Management Information Systems from Pace University. He is a former Chairman of the FISD Executive Committee, a global association of exchanges, vendors and consumers of financial information and a current board member of EDM Council, a global association of enterprise data professionals. He was winner of the 2013 FTF News award for Operations Executive of the Year.
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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.
Michael Diamond
Executive Director of JP Morgan Chase
Michael Diamond has more than 18 years’ experience delivering innovative, market-leading financial crime solutions in partnerships with top financial institutions . He is an industry leader in digital fraud and authentication strategies. Previously, he was the Global Head of Data Solutions for NICE Actimize, where he was responsible for portfolio-level advanced analytics investments. In his current role at Chase he heads a team of product managers responsible for risk-based decisioning capabilities in the Chase digital channels.
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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.
Gulrukh Ahanger
Managing Director, Head of Cyber Security & Fraud Technology of JP Morgan Chase
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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.
Katie Taormino
Managing Director of JP Morgan Chase
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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.
Reetika Grewal
Managing Director, Digital of JP Morgan Chase
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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.
Felix Shnir
Executive Director of JP Morgan Chase
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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.
David Gill
Managing Director of JP Morgan Chase
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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.
Matt Arnold
Managing Director and Global Head of Sustainable Finance of JP Morgan Chase
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About JP Morgan Chase, PwC: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Pamela Aldsworth
Managing Director of JP Morgan Chase
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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.
Mat Peck
Executive Director of JP Morgan Chase
Mat has spent 20-plus years in senior technical leadership positions in technology companies. He is particularly experienced in developing R&D and information security functions within companies, ranging from start-ups to large enterprises. Prior to joining CashFlows, Mat was the Chief Technology Officer at iCheque Network Limited, where he re-engineered the technology platform. Mat holds an MSc in computing science from Imperial College London.
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About CashFlows, JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Melissa Feldsher
Managing Director, Head of Digital Products of JP Morgan Chase
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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.
Mackenzie Wheatley
Executive Director of JP Morgan Chase
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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.
Tim Leong
Executive Director for Platform Engineering of JP Morgan Chase
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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.
Ken Wimberley
Executive Director of JP Morgan Chase
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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.
Tony Sun
Deputy Director and Blockchain Products & Solutions of Ant Group
Tony Sun is the Deputy Director, Blockchain Products & Solutions at Ant Group.
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About Ant Group: Ant Group strives to enable all consumers and small businesses to have equal access to financial and other services through technology.
Patrick Loftus-Hills
Partner & Managing Director of Moelis & Company
Patrick Loftus-Hills is a Partner and Managing Director specializing in metals and mining at Moelis & Company, an investment bank, based in New York. Patrick advises mining companies on mergers and acquisitions and capital raisings. He has advised almost all of the world’s major mining companies involving transformational cross border transactions including BHP on its merger with Billiton to form BHP Billiton, Alcan on its defence from takeover by Alcoa and subsequent sale to Rio Tinto and Vale on its acquisition of Inco. His work has also seen him IPO and raise money for companies on stock exchanges in Australia, Belgium, Canada, China, Indonesia, India, Hong Kong, the Philippines, the UK, and the US. He has been involved in over 130 capital raisings, restructurings and mergers and acquisitions involving assets in at least 68 countries.
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About Moelis & Company: Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
Anuj Mathur
Managing Director of Moelis & Company
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About Moelis & Company: Moelis & Company is an investment bank that provides innovative strategic advice and solutions to a diverse client base.
Osei Van Horne
Managing Director, Founding Member (Venture & Growth Equity Investor) of Wells Fargo
Managing Director and founding member of the Technology Division of Wells Fargo Strategic Capital (merchant bank), a multi-strategy growth capital and private equity investment vehicle, based in Palo Alto, California. In 2020, named a top 50 venture investor by Global Corporate Venturing. Operationally-oriented lean/6-sigma trained, private investment professional with over 15 years of transaction experience across multiple sub/asset classes including early-stage (Series A-B), growth equity (Series C-F), private equity (mid-market buyout), mezzanine debt and special situations. Experience across multiple market cycles, evaluating and executing deals in a variety of sectors including, PropTech, logistics tech, application software (AI/ML), broadcast and digital media, consumer electronics and packaged goods, as well as food and retail. Experience opening new offices as well as recruiting, building (0 – 20 FTEs), training, and managing cross-functional teams. Establishing and managing outbound and partnership-driven deal sourcing strategies, driving top quartile deal flow outcomes, per David Teten deal flow benchmarking research. Experience fundraising from institutional limited partners (U.S. public pensions, sovereign wealth funds, fund-of-funds investors, and North American family offices). Experience bidding on co-investment separate account programs.
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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.
Sid Vyas
Managing Director – Head of Wealth and Trust Technology 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.
Susan G. Swenson
Board of Director of Wells Fargo
Ms. Swenson has served as a director since June 2012, chair of the board of directors since April 2014, and chief executive officer since October 2015 of Novatel Wireless, Inc. She previously served as president and chief executive officer of Sage Software, Inc., the North American division of The Sage Group plc located in the United Kingdom, a business management software and services supplier, from March 2008 until her retirement in April 2011. Before joining Sage Software, Ms. Swenson held positions as the chief operating officer of Atrinsic, Inc. (formerly known as New Motion, Inc.), Amp’d Mobile, Inc., and T-Mobile USA, president and chief operating officer of Leap Wireless International, Inc., and president and chief executive officer of Cellular One. She also serves as a director of Harmonic Inc. and Spirent Communications plc, and as chair of the board of directors of the First Responder Network Authority.
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About : Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
April Frazer
Managing Director, Head of Banks, Financial Institutions Corporate and Investment 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.
Federico F. Peña
Board of Director of Wells Fargo
Mr. Peña has been a senior advisor of Vestar Capital Partners, a global private equity firm headquartered in New York, since January 2009, and previously served as a managing director of Vestar from 2000 to 2009. Since July 2014, he has also served as Senior Advisor to the Colorado Impact Fund. Prior to joining Vestar in 1998, he led the Department of Energy from 1997 to 1998 and the Department of Transportation from 1993 to 1997. He founded and was president and chief executive officer of Peña Investment Advisors, an asset management firm, from 1991 to 1993. Mr. Peña served as the mayor of the city and county of Denver, Colorado from 1983 to 1991 and in the Colorado House of Representatives from 1979 until 1983. He is a member of the board of directors of Sonic Corporation and a member of the board of trustees of the University of Denver. Mr. Peña earned his undergraduate and law degrees from the University of Texas.
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About : Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Susan E. Engel
Board of Director of Wells Fargo
Ms. Engel served as chief executive officer of Portero, Inc., an online retailer of vintage pre-owned luxury personal accessories located in New York, New York, from July 2009 until June 2013 when the company was acquired. She served as chairwoman and chief executive officer of Lenox Group Inc. (the successor to Department 56, Inc.) from November 1996 until she retired in January 2007. Ms. Engel earned her undergraduate degree from Cornell University in 1968, and her Master of Business Administration from Harvard Business School in 1976. Ms. Engel is also a director of Coolibar, Inc.
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About : Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Judith M. Runstad
Board of Director of Wells Fargo
Ms. Runstad is a former partner of, and has been Of Counsel since January 1997 to Foster Pepper PLLC, a law firm located in Seattle, Washington, practicing in the areas of real estate development and land use and environmental law for 41 years. Ms. Runstad is a former chairwoman of the Board of the Federal Reserve Bank of San Francisco. She is an emeritus member of the board of trustees of the Greater Seattle Chamber of Commerce.
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About : Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jesse Lee
Director of Wells Fargo
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About : Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Marshall Taylor
Managing Director of Houlihan Lokey
Marshall Taylor is a Managing Director with Alvarez & Marsal Transaction Advisory Group in Nashville. With more than five years of transaction-related experience, Mr. Taylor specializes in financial accounting due diligence projects for both private equity firms and strategic buyers. He advises clients on assessing quality of earnings, leverage recapitalizations, purchase accounting, SEC reporting and GAAP accounting, as well as complex acquisitions involving carve-outs of public and private companies. Mr. Taylor primarily focuses on serving clients in the healthcare and life sciences industries, including acute and sub-acute care hospitals, outpatient physical therapy, durable medical equipment, home health, hospice, managed care, nurse staffing, disease management and specialty pharmaceuticals. Additionally, he has performed financial accounting due diligence projects across various other industries, including manufacturing, entertainment, transportation, consumer products and software. Prior to joining A&M, Mr. Taylor was a senior manager with the transaction advisory services practice of Ernst & Young LLP in Nashville. Previously, he was with the assurance & advisory business services practice of Ernst & Young LLP. He began his career with the audit & business advisory practice of Arthur Andersen. Mr. Taylor earned a bachelor’s degree in business administration and a master’s degree in accountancy from the University of Tennessee. He is a Certified Public Accountant (CPA) in Tennessee, and an active member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA). Mr. Taylor is currently a member of the Healthcare Conference Committee of the TSCPA. Additionally, he has earned the Chartered Financial Analyst (CFA) designation and is an active member of the CFA Institute and the CFA Society of Nashville.
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Larry DeAngelo
Managing Director of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Jerome Brown
Managing Director of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Joseph Mooney
Managing Director of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Jon McCarter
Managing Director & National Energy Leader for Transaction Advisory Services of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Heather Smith
Managing Director – Head of Structured Equity of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Jon McCarter
Managing Director & National Energy Leader for Transaction Advisory Services of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Noah Smith
Director of Business Development of LendingFront
Currently running business development for LendingFront, a cloud-based small business lending platform for banks and alternative lenders. Three-time founder. Three years in private equity before that. Began my career in China, where I got my first taste of startups and investing, and also did print and television reporting. Companies I founded or co-founded: • OCX, a marketplace business lender that taps into existing networks to signal creditworthiness, efficiently source high-quality borrowers, and reward investors for backing businesses they know. • Dwelleo, an online service for communicating with people and services around where you live and that brings residential real estate to life. • AirMaid, hotel-quality services for private homes, focused on the short-term rental market. I also served as Director of Finance and Operations at OmniTrail, a mobile technology firm, and have advised a number of growth-stage companies. Earlier in my career, I worked at private equity firm KP Capital Partners, where I led the execution of controlling investments in companies in the electronics, logistics, apparel and specialty foods sectors and was actively involved in overseeing portfolio company management and served on several boards. I was part of the early team at business intelligence firm ChinaLaw (now part of Thomson Reuters) in Beijing, where I also worked as a journalist and started the first American-style brunch in the Chinese capital. Hold an MBA from the University of Virginia’s Darden School of Business and a B.A. in International Relations from Tufts University.
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About LendingFront: Small business lending software platform for banks and other financial institutions
Michael Krieger
Member of the Board of Directors of Finicity
Michael Krieger is a Member of the Board of Directors at Finicity.
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About : Finicity provides open banking services, real-time financial data access and insights.
Sandeep Tyagi
Chairman and Managing Director of Estee Advisors
Tyagi is the Chairman and Managing Director of Estee Advisors, an investment management company focused on providing risk-optimized returns through predictive models and data analytics. Prior to Estee Advisors, Tyagi was the Founder and CEO of Inductis, a consulting and outsourcing firm that he founded in 2000. Its mix of world-class business consulting and state-of-the-science analytical capabilities & infrastructure assisted diversified financial services companies with marketing optimization and risk management. Inductis was merged with EXL Service in 2006. Prior to founding Inductis, he was a partner and the head of e-business and data analytics practices at the Mitchell Madison Group (MMG), a global strategy consulting firm. He serves as a Board Member of the Young Presidents Organization (YPO), Delhi Chapter and also of the Indian Institute of Technology, Delhi Excellence Foundation. He also received the 40 Under 40 Award in New Jersey in 2006.
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About Estee Advisors, Gulaq: Estee Advisors is a quant-based investment management and execution services provider.
Larry Handen
Senior Managing Director of Macquarie Group
Larry Handen is a managing director at Insight Venture Partners and has more than 20 years of experience in the software, Internet, and technology services industries as a principal investor, operator, and consultant. During his career, Larry has been involved as a principal investor in more than 125 M&A and equity financing transactions, and served on the Board of Directors of more than 30 companies throughout the Americas, Eastern & Western Europe,and Australia. Additionally, he has advised over 100 other companies in various capacities. Some of Larry’s former portfolio companies include Primavera (acquired by Oracle), Greenfield Online (IPO acquired by Microsoft), Netsmart (acquired by Genstar Financial), Guardant (acquired by VeriSign), DivX (IPO acquired by Rovi), Commvault (IPO, NASDAQ:CVLT), SecureInfo (acquired by Kratos Defence), Digital Harbor (acquired by Norkom Technologies), Beatport (acquired by SFX Entertainment), Entercept (acquired by MacAfee), and Dynamicsoft (acquired by Cisco). He currently serves on the board of directors at 3P Learning, Bionexo, Card Scanning Solutions, DriveCam, MV Sistemas, Overdrive, Photobox, Privalia, and Studio Moderna. Prior to joining Insight, Larry was a managing director at VantagePoint Venture Partners and a General Partner at UBS Capital where he led the firm’s Internet, Software & Services Group. Previously, he was a Partner with PricewaterhouseCoopers Consulting (PwC), now IBM Global Services. While at PwC, Larry led a practice specializing in corporate-wide growth and recovery solutions for companies in the technology, information, communications, and entertainment industries. Larry received a BA in Economics and Political Science from Bucknell University and a MBA from NYU’s Stern School of Business. He currently serves on the Board of the New York Venture Capital Association.
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Tom Amster
Senior Managing Director, Head of US Financial Sponsors 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.
Greg Callman
Global Head, Energy Technology & Solutions, Senior Managing Director 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.
