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 President operating in the Consulting space. If you think a President 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.
Jonathan Gray
President & COO of Blackstone Group
Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone, and is a member of Blackstone’s Board of Directors. He sits on its Management Committee and most of its investment committees, including serving as Chairman of the Real Estate group’s investment committee. Jonathan Gray previously served as the firm’s Global Head of Real Estate, which he helped to build into the largest real estate platform in the world with $120 billion of investor capital under management. He joined Blackstone in 1992. Jonathan Gray currently serves as Chairman of the Board of Hilton Worldwide. He also serves on the board of Harlem Village Academies and Trinity School. Jonathan Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of BRCA related cancers. They also established NYC Kids RISE in partnership with the City of New York to accelerate college savings for low income children. Jonathan Gray received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania.
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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.
Yufei Wang
Vice President of Blackstone Group
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About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Eric DeMarco
President & CEO of Kratos Defense and Security Solutions
Eric DeMarco is President and Chief Executive Officer of Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS). Eric DeMarco joined the Company in November 2003 as President and Chief Operating Officer, and assumed the role of CEO in April 2004. Since joining Kratos, Eric DeMarco has been instrumental in leading the Company’s efforts to grow and build, both organically and through strategic acquisition, a leading Product and Technology Based National Security focused business. Prior to Kratos, Eric DeMarco was the President and Chief Operating Officer of the Titan Corporation, which was later acquired by L-3. Under his leadership, Titan grew from approximately $150 million in annualized revenue to $1.5 billion, with a backlog of over $4 billion. Eric DeMarco efforts were instrumental in creating one of the largest government information technology companies in the United States. Before Titan, Eric DeMarco served in a variety of public accounting positions primarily focusing on large multinational corporations and publicly traded companies. He holds a Bachelor of Science, Business Administration and Finance, summa cum laude, from the University of New Hampshire.
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About Kratos Defense and Security Solutions: Kratos Defense & Security Solutions provides mission critical engineering, IT services, and war fighter solutions.
Stuart Daughtridge
Vice President Advanced Technology of Kratos Defense and Security Solutions
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About Kratos Defense and Security Solutions: Kratos Defense & Security Solutions provides mission critical engineering, IT services, and war fighter solutions.
Robert Potter
Vice President, Signals and Ground System Technology of Kratos Defense and Security Solutions
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About Kratos Defense and Security Solutions: Kratos Defense & Security Solutions provides mission critical engineering, IT services, and war fighter solutions.
Glen Hartman
President, Accenture Interactive North America of Accenture
Glen Hartman is Senior Managing Director, Digital Transformation for Accenture Interactive, a more than $2.9 Billion business unit dedicated to delivering integrated marketing, sales and service solutions for the digital world. Accenture Interactive was rank by Ad Age as the largest and fastest growing Digital Agency globally and in NA for 2016. Cited by Forbes as a “top 10 influencer” in digital in 2013, Glen leverages his 26 years of experience in digital transformation and omni-channel marketing to help brands engage and delight customers and embrace digital disruption. Glen leads AI in North America (>2100 person team) and has global responsibility for Accenture’s Digital Marketing, Digital Platforms and Operations offerings including management of acquisitions: Acquity, Fjord, avVenta and Chaotic Moon. Prior to Accenture Glen held the position of Managing Director, Digital Practice at Harte-Hanks. A recognized expert on Web 2.0 and emerging digital technologies and methods, Glen authored Digital Optimization™, on how best to optimize customer relationships online, a topic he speaks on frequently at industry events and for publications. Prior to Harte-Hanks, Glen held the position of EVP/Managing Director of Horn Group where he helped launch the agency’s Digital practice. Previously Glen was President & COO of KSciences, a technology consulting and systems integration firm specializing in digital solutions. Under his leadership KSciences was named as a finalist for Ernst & Young’s Entrepreneur of the Year Award in 2002. Past positions include: VP of Marketing and Strategy at Identify Software, a Deloitte & Touche Fast 50 Company (acquired by BMC) and Chief Marketing Officer at Giga Information Group (now part of Forrester Research). Glen’s career began in direct marketing, advertising agencies and digital start-ups where he led award-winning campaigns and omnichannel experiences for Fortune 500 clients. Glen’s market perspectives on digital transformation and customer experience have been featured in Wall Street Journal, Harvard Business Review, Forbes, AdvertisingAge. Follow Glen on Twitter @hartmanglen and join his bi-monthly tweetchats at #digitalchat. Also, read Glen’s blog on digital disruption and transformation on eConsultancy https://econsultancy.com/blog/authors/glen-hartman/#! Glen received a B.A. from the University of Massachusetts at Amherst and completed, with honors, the graduate program in music and film composition from the Grove School of Music in Los Angeles. Glen lives on Cape Cod with his wife, Wendy and daughter, Alexa.
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About Accenture: Accenture is a professional services company, providing services and solutions in strategy, consulting, digital, technology and operations.
Jake Gulick
President, Greyfinch of Greyfinch
Jake Gulick is the President at Greyfinch.
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About Greyfinch: Greyfinch is an orthodontic practice management software.
Ritesh Idnani
President of Tech Mahindra
Ritesh Idnani As the CEO and Vice Chairman of ISGN, Ritesh Idnani leads the effort to scale the business through organic and inorganic growth. He is passionate about ISGN’s vision to become a transformational partner to lenders and servicers through innovative, end-to-end mortgage solutions that leverage both mortgage technology platforms and mortgage outsourcing services. He believes this comprehensive product offering along with our deep mortgage process experience uniquely positions ISGN for growth in the marketplace. Ritesh has more than 17 years experience in the Business Process Outsourcing and IT Services sectors with the last 13 years assisting global corporations to source strategies, implement governance models and grow revenues. Most recently, he served as Senior Vice President and Chief Operating Officer at Infosys BPO, an Infosys Limited company and India’s second largest IT services and consulting firm. During his tenure, he successfully scaled the BPO business from USD $40M in 2005 to approximately USD $500M in 2011 with industry leading margins. Between 1999 and 2005, Ritesh took the Infosys financial services technology business from USD $30M to USD $500M. During his career, Ritesh has also held management positions at both Citibank and PricewaterhouseCoopers (PwC).
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About Tech Mahindra, Uniphore: Tech Mahindra is a global systems integrator and is a part of the Mahindra Group.
Chad Walters
Vice President of Engineering of Praetorian
Chad brings his enthusiasm and experience for creating, growing, mentoring, and leading engineering teams. He has held prior leadership roles at IBM, Lombardi Software, Amazon, and Marsh.
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About Praetorian: Praetorian is a cybersecurity company whose mission is to make the world safer and more secure.
Ryan Macia
Vice President, Finance of Praetorian
Finance professional with expertise developing scalable, data-driven financial operating models and reporting to support executive level planning and decision-making.
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About Praetorian: Praetorian is a cybersecurity company whose mission is to make the world safer and more secure.
Tim Bajarin
President of Creative Strategies
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About Creative Strategies: Creative Strategies is a market research and advisory company.
Nitesh Bansal
Senior Vice President and Global Head Engineering Services of Infosys
Nitesh is passionate about bridging the physical-digital divide, advocating AI, machine learning and process automation to amplify business value. He has worked with numerous clients helping them understand ways to leverage Industry 4.0 and IoT technologies leading to digitization and improvements in manufacturing operations, and effectively use servitization for new revenue models. Nitesh is also responsible for leading the innovation charter for Infosys and has a core group of researchers who focus on technology trends and their intersection with business value. This group works on Horizon 3 and Horizon 2 technologies and has been responsible for launching services like Autonomous Technologies, Additive Manufacturing, Software Defined Networking and 5G, that have now become mainstream. One of the key focus areas for Nitesh has been to drive value through transformation of networks – going from significantly hardware based to software based systems. He is actively involved in helping both network providers and enterprises to identify and drive value through technology transformations. Nitesh is on the Executive Supplier Advisory Board (E-SAB) of Open Networking Foundation (ONF). He is a regular speaker at recognized business schools and also a member of the Industry Advisory Board of the Tauber Institute of Global Operations as well as Ross School of Business at University of Michigan.
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About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Anant Adya
Senior Vice President and Head (Cloud, Infra and Security) of Infosys
Anant Adya is SVP and Head of Sales and Engagements for Cloud, Infrastructure and Security (CIS). CIS helps customers in their Digital Journey through combination of AI led solutions combined with capabilities from partner and startup ecosystem.
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About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Stephen DE
Associate Vice President & Portfolio Head – Financial Services of Infosys
Stephen Sanjay D. E. is the Delivery Manager of Independent Validation and Testing Services at Infosys since January 2014. Stephen has over 15 years of IT experience. Stephen currently heads IVS – Tools, IP and Service offerings (TIPS) unit, specializing in testing solutions and COEs such as Automation Testing, Performance Testing, Data Warehouse Testing (DWT) and Test Data Management. Previously, Stephen was Senior Sales Manager of FSI Asia at Infosys Limited. Stephen has successfully ideated and managed organization-wide testing solutions. Stephen founded test- related forums and local chapters that inculcate in-depth testing knowledge. Stephen co-created and delivered multiple tools that created value improved testing efficiency. Prior to Infosys Limited, Stephen was Manager of User Centered Design and Business Architecture at Vanguard. Stephen earned his B.E. degree in Electronics and Communication Engineering from Bharathiar University.
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About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Danette Seward
Vice President Global Alliances of Infosys
As Vice President for Infosys’ Global Enterprise Alliances, Danette has direct responsibility for partnerships with Microsoft, SAP, Adobe, IBM and Oracle. Leading a team of highly specialized business alliance managers she helps clients and partners embark on a journey of digital transformation with Infosys at the center of their IT and business needs. She has the unique opportunity to work directly with clients and partners across the globe to empower them to achieve more together. Danette has been a strong advocate for Diversity and Inclusion in the workplace throughout her career. Over the past 3 decades she has created gloal communities to connect women to support each other and learn together through trust and shared accountability. She has a passion for mentoring women that have chosen career goals in the IT industry, both technical and non-technical, particularly in a global capacity.
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About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Viv Goldstein
Vice President of Bionic
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About Bionic: Bionic ignites growth revolutions within the world’s largest companies as they face disruption.
Roy Malkin
President & Founder of Venture Aviator
Roy Malkin have Fortune 500 experience in Developing and Managing Global Business across 20 markets – including USA, Europe, Japan, Russia, Ukraine. He’s currently concentrating on global IT Development and company strategy. He’s also involved in launching multiple startups in big data, e-commerce, new media / internet markets.
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About OffrBox, Venture Aviator: Venture Aviator is a Custom Software Development Company based in New York and California, and specializes in web and app development.
Kevin Gould
President of IHS Markit
Kevin Gould is president of Markit and a cofounder of the company. He was appointed head of Markit’s Asia Pacific operations in July 2013, a role that spans Singapore, Hong Kong, Japan and Australia. Previously, Kevin led Markit’s business in North America, which he established in 2005 and now serve more than 400 customers. Kevin holds a BSc in Mechanical Engineering from Bristol 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.
Shane Akeroyd
President of IHS Markit
Shane Akeroyd is president of IHS Markit Asia Pte. Ltd. He joined Markit as head of sales in 2008 from RBC Capital Markets where he was head of global debt markets distribution and a member of the executive management team.Prior to RBC, Shane was vice chair, capital market sales at TD Securities, responsible for Europe, Asia and Australia. He holds a B.S. (Hons) in economics from University College London.
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About IHS, IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
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.
John Leslie
Senior Vice President of IHS Markit
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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.
Adam Kansler
President, Financial Services of IHS Markit
Adam Kansler is president of the financial services business at IHS Markit, which includes pricing and reference data, trade processing, valuations, indices, and economic and country risk products. Adam previously served as global co-head of Markit’s information division and head of North American operations. Earlier, Adam was Markit’s chief administrative officer and general counsel – leading human resources, legal, corporate communications, risk, regulatory and strategic alliances. Before joining Markit in 2009, Adam spent 17 years with Proskauer LLP as a corporate partner. He holds a B.A. in economics from Hobart College and received his J.D. from Columbia University School of Law.
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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.
Sari Granat
Executive Vice President and General Counsel of IHS Markit
Sari Granat is executive vice president and general counsel at IHS Markit, responsible for the company’s legal, compliance, regulatory and government affairs, enterprise risk and information security functions. Prior to joining Markit in 2012, Sari was lead counsel and chief administrative officer of TheMarkets.com LLC. She has served in senior legal and strategy positions at media and technology companies including Dow Jones & Company and Kaplan, Inc. Sari holds a B.A. in English from Yale University and a J.D. from New York University School of Law.
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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.
Patrick Gallagher
President and Chief Executive Officer of Gallagher
J. Patrick Gallagher, Jr. began his career with Gallagher as an intern in 1972, started working for the company full time in 1974 as a Production Account Executive and was promoted to Vice President-Operations in 1985. He was elected to the Arthur J. Gallagher & Co. Board of Directors in 1986. In 1990, he was named President and Chief Operating Officer and, in 1995, was appointed Chief Executive Officer by the Board of Directors. In 2006 he was appointed Chairman of the Board. Mr. Gallagher joined the Board of Trustees of the American Institute for Chartered Property Casualty Underwriters in 2003, and serves on the Board of Founding Directors of the International Insurance Foundation and the Board of Directors of InnerWorkings, Inc. In addition, he serves on the Advisory Council of Boys Hope/Girls Hope and the Board of Advisors for Catholic Charities, and is a member of The Economic Club of Chicago, the Executives Club of Chicago and the Commercial Club of Chicago.
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About Gallagher, Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Nick Kuntz
Vice President of Risk Management of Gallagher
Nick Kuntz is a Vice President with Construction Risk Solutions, LLC. Nick’s primary focus is helping construction and energy contractors optimize their risk management based opportunities for both operational and financial gain. Nick’s client relationship history includes an impressive list of nationally and internationally recognized names, most of which are recognized for their pursuit of the title of best-in-class. Before making the transition to the brokerage risk management world, Nick worked for large construction companies, first as a union laborer while obtaining his degree in safety, then as a safety manager quickly moving up the ladder within the fast paced metro New York City construction market.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
James Durkin
President, Employee Benefit Consulting and Brokerage of Gallagher
James W. Durkin, Jr. joined Gallagher as an Employee Benefits Account Executive in 1976. He assumed responsibility for the Employee Benefits sales team in Chicago in 1982 and was promoted to President of Gallagher’s Benefit Consulting and Brokerage operations in 1985.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Zeb Holt
Area President – South Florida of Gallagher
Zeb Holt is the South Florida Area President and Managing Director for Gallagher Alternative Risk. Zeb is tasked with leading a highly specialized team of commercial and public-entity retail brokers based in Southern Florida in addition to leading Gallagher’s alternative risk solutions niche practice group. Zeb enjoys the challenge of his work, having to constantly keep up with the changing needs of his clients and developing new products and services to best serve them everyday. Zeb is an extremely active professional who is constantly on the move for both work and personal enjoyment. Having logged over 30,000 miles so far this year, travel throughout North America, the Caribbean and Europe is a regular part of Zeb Holt’s life. He frequently travels for his work with Gallagher to visit clients throughout the United States and for their clients operations across the globe in cities such as London, Munich, Zurich, Bermuda and Cayman. Zeb has been fortunate to experience such a diverse range of experiences throughout his travels. The most memorable of which includes a three week journey throughout Turkey with his wife and tracing Ernest Hemingway’s footsteps in Paris, France. Zeb Holt takes full advantage of each cities offerings. Whether it is exploring the new wineries in Napa Valley, Great White Shark diving in the Farallon Islands, white water rafting and musky fishing in the Northern Woods of Wisconsin to scuba diving in the Cayman Islands, Zeb is constantly looking for a new adventure.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Joel Cavaness
President, U.S. Wholesale Brokerage of Gallagher
Joel D. Cavaness joined Gallagher in 1986, working as a marketing representative in Gallagher’s St. Louis office. Joel worked his way up to an Area Vice President by 1990 and in 1996, he moved to Itasca as President of International Special Risk Services, Inc. In 1997, he was named President of RPS and in 2000 he was appointed a Corporate Vice President of Gallagher.
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Jim Smallwood
President of Gallagher
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About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Tobias Harris
Senior Vice President (Japan analyst) of Teneo
Tobias Harris is a Senior Vice President (Japan analyst) at Teneo. He is an expert on Japanese politics, and worked in 2006-2007 on the staff of Keiichiro Asao, at that time a member of the upper house of the Japanese Diet and shadow foreign minister for the Democratic Party of Japan, for whom he conducted research on foreign policy and Japan’s relations with the United States. He is also the Fellow for Economy, Trade, and Business at Sasakawa Peace Foundation USA. He earned an MPhil in International Relations from the University of Cambridge and a bachelor’s degree in Politics and History from Brandeis University. Tobias has also conducted graduate research at the Massachusetts Institute of Technology and, from 2011-2012, at the Institute for Social Science at the University of Tokyo as a Fulbright scholar. Tobias has written about Japanese politics for publications including the Financial Times, Wall Street Journal, and Foreign Affairs and regularly provides on-air analysis for CNBC, Bloomberg, and other networks.
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About Teneo: A New York-based corporate advisory firm
Chris Wearing
President & Vice Chairman of Teneo
Chris Wearing is a Vice Chairman of Teneo. He also serves as Chairman of Teneo Consulting and CEO of Teneo Sports. Prior to joining Teneo, Mr. Wearing was with JPMorgan Chase as Head of Strategic Reengineering. Previously, he was with Accenture for 29 years consulting in Europe, the Americas and the Far East, advising clients on business strategy, technology development and delivery, outsourcing, enterprise wide cost reduction, leadership development and market development. He held a number of leadership positions during his tenure at Accenture including Managing Partner of the New York office for seven years (the largest consulting firm in NYC with 3,400 consultants), U.S. Head for their Financial Services Management Consulting practice and the Global Head of the Financial Services Talent and Organizational Performance practice. He also led their Capital Markets and Banking Client Service groups for the U.S. He was the Global Client Partner for a number of major Fortune 100 companies. In 2001, Mr. Wearing helped found NPowerNY and is the Chairman of the Board of Directors for NPower (now a national non-profit that provides comprehensive, high-quality & affordable technology assistance to thousands of non- profits across the U.S). Mr. Wearing was the Chairman of the Board of Trustees for the Big Apple Circus for six years and is now Chairman of the Board of Trustees of Only Make Believe. Mr. Wearing represented Accenture on the Partnership for New York City Board and was a David Rockefeller Fellow (Class of 2003). He has presented on Corporate Philanthropy at the United Nations and The White House. Mr. Wearing holds a B.A. degree in Philosophy, Politics, and Economics from Oxford University. He lives in New Canaan, CT with his wife, Danielle, and their sons Christopher and Ian and daughter Grace.
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About Teneo: A New York-based corporate advisory firm
Ryan Payne
President of Payne Capital Management
Ryan Payne is the president of Payne Capital Management (PCM). In this role, he co-designs the firm’s investment and financial planning strategies, while supervising all the financial advisors to ensure PCM’s distinctive ideas and philosophies are properly implemented. Ryan also directs PCM’s educational initiatives to inform the public about goal-based financial planning and investing. What motivated him to found Payne Capital Management? “The reason I started PCM was my attraction to the idea of building a business based on the investment philosophy and methodology that my father Bob Payne and I have developed over our 50 years of combined experience in the financial services industry,” says Ryan. “My approach to wealth management comes from the standpoint of an entrepreneur and free thinker. To stay relevant you have to constantly innovate, evolve and fine-tune your strategies. My interest in investment management stems from my fascination with human behavior and its relationship to market volatility.” Prior to launching PCM, Ryan spent close to eight years as a top financial advisor at Merrill Lynch. He earned his undergraduate degree from Villanova University in suburban Philadelphia, where he also competed on the varsity track and cross-country teams as a Division I athlete. In his free time, Ryan is an avid reader, enjoys traveling the world and is a devoted musician, playing guitar in several musical acts from New York City to as far away as Eastern Europe.
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About Payne Capital Management, Young Presidents Organization (YPO): Payne Capital Management operates as a financial advisory group and fiduciary.
Christopher Payne
Financial Advisor & Vice President of Payne Capital Management
Christopher Payne is a financial advisor at Payne Capital Management (PCM). His responsibilities include speaking with each of his clients on either a monthly or quarterly basis. Every client also receives a comprehensive annual review that entails both updated wealth projections and discussion about any changes that have impacted their lives or goals. In addition to working with his current clients, Christopher focuses on growing the practice of PCM. Prior to joining Payne Capital, he worked at SunGard Availability Services as an account executive. What triggered the move to wealth management? “I spent most of my previous career working as an account executive for an IT company,” says Christopher. “My job included both client relationship management and business development. After almost six years with that organization, I felt it was time for a change. I wanted to be part of a growing company that offered a unique and valued service. PCM covered both of those criteria.” Christopher is originally from the Philadelphia area, where he lived until 7th grade before attending preparatory boarding schools in New Hampshire and Massachusetts. He then headed out west to the University of Denver, where he received a bachelor’s degree in business administration. In his spare time, Christopher enjoys reading, sailing, working on computers and traveling.
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About Payne Capital Management: Payne Capital Management operates as a financial advisory group and fiduciary.
Neeraj Sahni
Senior Vice President, Cyber Risk of Willis Towers Watson
Neeraj is a national cyber resource for Willis Tower Watson’s efforts on Network Security, Privacy and emerging Technology risks using Blockchain and Crypto assets. With broad understanding of enterprise security and knowledge of evolving regulatory laws pertaining to data privacy, he aligns very closely with the insurance markets who understand the complexities within Cyber and Tech E&O risk providing optimal risk transfer solutions for his clients. He was formally Director of Insurance at Kroll and Cyber Underwriter at AIG. Named a 2015 Power Broker by Risk and Insurance Magazine, Neeraj is a frequent speaker at cyber conferences and contributes on data security issues via social media and publications. He holds a Bachelor degree in Civil Engineering and received his Masters in Business Administration from Loyola University Chicago.
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About Willis Towers Watson: Willis Towers Watson is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
Allen Cashion
Principal ,Vice President of The Carlyle Group
Allen L. Cashion focuses on U.S. real estate opportunities on the West coast and is based in Newport Beach. He joined Carlyle in 1998 and has played a key role in the acquisition, management and disposition of more than six million square feet of the firm’s commercial real estate portfolio throughout the West. Other notable projects Mr. Cashion has been involved with are 180 Montgomery, Central Research Park, 1401 Shoreline, College Park, Dexter Horton, US Bank, The West Coast Portfolio, Gateway Towers, 2800 North Central and Plaza Pacifica, whose combined capitalization with other projects in the Western U.S. exceeds $1 billion. Prior to joining Carlyle, Mr. Cashion was a Vice President at Lennar Partners, and was involved in the company’s Southern California office and retail development projects. Mr. Cashion received his B.S. from the University of Southern California, Los Angeles.
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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.
Doug Klinger
Founder | President of Bee Mountain LLC
Doug is Founder & President of Bee Mountain LLC and serves as an investor, board member and advisor to venture capital, private equity and hedge fund managers and corporations in the healthcare, financial services, internet, enterprise software and retail sectors. Doug serves as an Advisor, Co-Investor and Board Director for KKR’s Healthcare, Technology, Financial Services and Retail teams. Doug is an investor in and served as CEO and a member of the Board of Directors of Zelis, a mid-cap healthcare and financial technology growth company. Zelis delivers integrated network analytics and access, payment integrity, electronic payments and claims communications for payers, healthcare providers and consumers in the medical, dental and workers’ compensation markets nationwide. Zelis is backed by Parthenon Capital Partners and Bain Capital.
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About Bee Mountain LLC: Bee Mountain LLC is an investor and serves fund managers, boards and CEOs with growth accelerating board governance, advisory and execution.
Richard Buchband
Senior Vice President, General Counsel and Secretary of ManpowerGroup
A seasoned corporate lawyer and executive with deep in-house experience with public company issues, Richard has valuable strategic and leadership experience and is recognized for his work on corporate governance and disclosure. He previously served as Partner and Associate General Counsel for Accenture plc, a $28 billion consulting, technology services and outsourcing company. Earlier in his career, Richard worked for investment firm D. E. Shaw & Company in New York, and as general counsel of its portfolio company, Juno Online Services. He also served as senior corporate counsel for global travel company Orbitz and as an independent legal consultant. Richard was invited to the Listed Company Advisory Board of the New York Stock Exchange in April 2015, and joined the Board of Trustees of the Milwaukee Art Museum in December 2014. He earned an AB degree from the Woodrow Wilson School of Public and International Affairs at Princeton University and a JD from Columbia Law School. Married with two daughters, Richard lives in the Milwaukee area.
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About ManpowerGroup: ManpowerGroup is a multinational human resource consulting firm, providing recruitment and assessment, training and development, and more.
Jennifer Hwang
Vice President of ManpowerGroup
Jennifer Hwang is Vice President at ManpowerGroup.
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About ManpowerGroup: ManpowerGroup is a multinational human resource consulting firm, providing recruitment and assessment, training and development, and more.
Jack McGinnis
Executive Vice President & CFO of ManpowerGroup
Jack McGinnis was named Executive Vice President and Chief Financial Officer in February 2016. As CFO, he is responsible for ManpowerGroup’s worldwide finance, accounting and internal audit functions. As a member of ManpowerGroup’s Executive Leadership Team, Jack is engaged in supporting and developing the company’s business and finance strategies and driving operational performance across all geographies and business lines. Jack joined ManpowerGroup from Morgan Stanley, where he served as Global Controller responsible for financial accounting and controls, SEC and regulatory reporting, financial planning and analysis, and the finance function for their large U.S. bank. Previously, he served as CFO, HSBC North America Holdings Inc., and before that was Partner at Ernst & Young. Jack is a graduate of Loyola University Chicago and holds a bachelor of business administration in public accounting. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
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About ManpowerGroup: ManpowerGroup is a multinational human resource consulting firm, providing recruitment and assessment, training and development, and more.
Steve Todd
Senior Vice President, General Counsel of 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.
Steven J. Demetriou
President & Chief Executive Officer of Jacobs
Steve Demetriou is the Financial Controller at Inventis Ltd.
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About Inventis, Jacobs: Jacobs leads the global professional services sector delivering solutions for a more connected, sustainable world.
Brandon Overmyer
Vice President of GP Bullhound
Brandon is a Vice President in the Technology & Telecom Group at Capstone Headwaters, working closely with clients to execute and optimize mergers, acquisitions and strategic capital raises. Prior to this, he was an Analyst in technology investment banking at ArchPoint Partners (acquired by Houlihan Lokey), supporting the senior team on middle market domestic and cross-border technology transactions. Brandon has a pronounced fervor and aptitude for technology, finance and law and has worked in varying roles with Apple and LG, as well a number of startups and a civil litigation practice. Brandon holds Baylor University School of Law – JD and a BA from the University of Florida.
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About GP Bullhound: GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders.
Eric Crowley
Vice President of GP Bullhound
Eric is a Vice President at GP Bullhound, focusing primarily on M&A, Capital Raises and Advisory transactions. Prior to GP Bullhound, Eric served as an executive at a software start-up where he focused on financial management and driving growth. In addition, Eric worked at Lazard and Antares Capital focusing on middle market transactions, completing over $2 billion of transactions during his time there. In addition to his CPA, Eric has an MBA from the University of Chicago and a B.S. degree from Xavier University.
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About GP Bullhound: GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders.
Bruce Flohr
Chief Strategy Officer & Executive Vice President of Red Light Management
Throughout his 20 years in the music business, Bruce Flohr has continuously evolved. After running the nationally recognized college radio station KCPR, Bruce joined RCA records as head of Alternative Promotion where he guided the careers of the Stone Roses, The Charlatans, Love and Rockets, and the Cowboy junkies to name a few. He then moved into a dual A&R/Marketing position at RCA and signed Dave Matthews Band, Foo Fighters, and several others. In 2002 he joined Dave Matthews Band and Coran Capshaw at Red Light Management and ATO records. Bruce serves as an A&R resource for both ATO and RLM clients, as well as handling management duties for artists such as OAR, Switchfoot, Parachute, Allen Stone and others. Bruce is also a founding partner in music media company, GreenLight, which he started with Capshaw. GreenLight works with brands such as AMEX, Gillette, and Hyundai to build exclusive music driven campaigns. Bruce’s previous speaking engagements include Red Bull, Under Armour, RCA records, Midem, SXSW, MuseExpo, Birchbox and the Grammy Foundation among others. Lastly, Bruce works closely with many new technology companies such as Group Me, Will Call, Ear Bits, and others to help them establish traction within the music space.
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About Red Light Management: Red Light Management is a multi-faceted, privately owned artist management company, founded in Charlottesville, VA in 1990.
Xiao Guo
President and Chief Executive Officer of Thoughtworks
Xiao Guo has been the Chief Executive Officer and President at ThoughtWorks, Inc. since June 2013. He served as China Managing Director, General Manager of China Operations and Director of Technology of ThoughtWorks, Inc. from 2004 to June 2013. Xiao Guo has helped to create and grow ThoughtWorks’ China branch, and has served as Deputy General Manager for this region. He is focused on growing ThoughtWorks’ business in the Chinese market, building its thought leadership in the Chinese IT industry, and delivering business value to its clients in China and worldwide. He joined ThoughtWorks in 1999 as a Senior Consultant. He has spent 8 years of his career implementing distributed, multi-layer, multi-tier enterprise solutions. Xiao Guo has helped a number of clients to build large scale, mission critical, globally deployed applications with high scalability, availability and reliability.
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About Thoughtworks: Thoughtworks is a community of passionate individuals whose purpose is to revolutionize software design, creation, and delivery.
Chandra Gundlapalli
Senior Vice President of Digital Transformation Strategy of CriticalRiver
Senior Vice President, Digital Transformation | Business Friction Modernization | Forbes Tech Council | Enterprise-as-a-Service Patent | Mentor, Advisor & Investor Share with Critical River Chandra Gundlapalli is celebrated for dedication to the business transformation leadership with Marquis Who’s Who in America top executive & National Diversity Council Top 100 diverse leader recognition. In his prior role, Chandra excelled as a Global Vice President at a $2B Fortune 800, where he led #350M Applications digital transformation business with a passion for driving business value through 80% speed-to-market modernization, delivery excellence, and the high performing global TEAM of TEAMS Operating Model™. Chandra is Forbes’s official writer on emerging technology & cultural transformations based on leadership experience at Unisys, Charles Schwab, Thomson Reuters, Dell, Vistra Energy, and Cap Gemini. Chandra has a Master’s and a bachelor’s degree in Engineering from Birla Institute of Technology and Science, Pilani. Chandra is a mentor at The DEC Network promoting entrepreneurship; advisor at Dallas Venture Capital (~$1B portfolios). You can find him cheering for Indian cricket and Dallas Cowboys American football while co-authoring leadership books on the weekends. Chandra volunteers at National Multiple Sclerosis & Support Our Soldiers as an executive sponsor.
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About Charles Schwab, CriticalRiver, Halen, Thomson Reuters, Unisys: CriticalRiver provides IT advisory, analytics and managed services.
Sanjeev Khati
Vice President and Market Unit Lead of Tata Consultancy Services
Sanjeev Khati is the Vice President and Market Unit Lead and he is the former Head of Business Development for Banking and Financial Services USA at Tata Consultancy Services, Sanjeev is responsible for driving the unit’s business development vision, strategy and targets, leading the sales force to structure and shape deals that deliver value and sustainable outcomes for clients. Sanjeev also heads the Capital Markets Unit for TCS USA, responsible for guiding the development of client relationships, driving overall unit strategy, customer centric offering development and fostering industry partnerships. Sanjeev specializes in envisioning and delivering large scale Technology and Business change programs for clients in the Financial Services Industry. With more than 19 years of experience and a proven track record, he has overseen many large transformation programs encompassing Application and bespoke Software development, Package Implementations & Reengineering, Systems Integrations, Operations & Infrastructure Outsourcing and Consulting engagements for his clients. His work experience has spanned across clients from various industry sub segments viz. Payments, Core Banking, Wealth and Asset Management, Capital markets and Market Infrastructure firms. In his previous roles as Senior Client Partner, Sanjeev has led TCS’s relationship with some of the world’s largest investment banks, asset managers, hedge funds, clearing houses and exchanges to deliver results in the areas of business planning and process optimization, business and IT architecture, application management, IT and Infrastructure outsourcing and business process outsourcing. Sanjeev is an avid business reader and golfer. He has a passion for sustainability and supports multiple non-profit organizations. He has completed an Executive Leadership Program from Ross School of Business, University of Michigan and a Bachelor of Technology in Electrical Engineering, and he is based in New Jersey.
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About Tata Consultancy Services: Tata Consultancy Services is a multinational information technology services, business solutions and consulting company based in India.
Frank Jarolimek-Proner
Vice President of MergerTech Advisors
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About MergerTech Advisors, MergerTech Advisors, MergerTech Advisors: MergerTech’s mission is to enable small and medium-sized technology companies to realize the value of their business.
Grant Michael Leingang
President / CEO of BLVCK DIVMOND
Grant Michael Leingang is President and CEO for BLVCK DIVMOND in Las Vegas. He has been a digital entrepreneur since the age of 15 and holds a true passion for technology. BLVCK DIVMOND focuses on developing organizations, businesses, and foundations. Their work passion is simple and derived from a belief that BLVCK DIVMOND’s company operations will be a different experience. Leingang has created assets for many high-end brands like CORE Hydration. He has been known to utilize software and deliver original entrepreneurial visions using creative cost-effective methods that result in a positive ROI.
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About BLVCK DIVMOND, Illest, PDX ADVERTISING, WE’RE A CULT, INC.: Creative direction, web design and development. Project direction and management. Graphic design. SEO. Social media development. UX design.
William Weyerhaeuser
Vice President & Secretary of Clearwater Management Company
William Toycen Weyerhaeuser , also known as Bill, Ph.D. serves as a Vice President and Secretary at Clearwater Management Company, Inc. William Weyerhaeuser served as the Interim Chief Executive Officer at Columbia Banking System Inc. from June 2002 to February 2003. William Weyerhaeuser serves as Chairman of Columbia Banking System Inc. William Weyerhaeuser has been the Chairman of Columbia State Bank. He served as Vice Chairman of Potlatch Corporation since December 2008. He serves as President of the Seattle Opera Board of Trustees. He has been the owner and Chairman of the Board of Comerco, Inc., Holding Company for the Yelm Telephone Company. He served as the Chairman of Eden Bioscience Corp. since November 2001. He serves as a Director at Clearwater Management Company, Inc. William Weyerhaeuser has been a Director of Columbia Banking System Inc. since 1998. Since 1990, he served as a Director of Potlatch Corp from 1990 to December 2008. William Weyerhaeuser is also a Trustee of the University of Puget Sound. He was the Owner and Chairman of the Board of YCOM Networks from 1984 to July 2000. William Weyerhaeuser was also the Chairman and Chief Executive Officer of Rock Island Company from July 1994 to June 1998. He was a Clinical Psychologist in Tacoma, Washington, from 1975 to December 1998. He has been a Director of eHarmony.com, Inc since October 2013 and EDEN Bioscience Corp since May 1998. He has been a Director of Clearwater Paper Corporation since December 2012. William Weyerhaeuser received a B.A. degree from Stanford University, an M.A. degree from Fuller Theological Seminary, and a Ph.D. Degree from the Fuller Graduate School of Psychology.
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About Clearwater Management Company, Seattle Opera: Clearwater Management Company that is created to provide investment management and advice to individuals, families and small organization.
Brian Proctor
President and CEO of Mente Group
Brian Proctor is a founder and President of Mente Group, LLC and has been serving private aviation clients for 10 years. Having been involved in over $3.5 billion in aircraft transactions and over $5 billion in aviation business planning, Brian’s experience is sought by corporations and individuals, worldwide. After serving for six years in the US Army as an infantry Ranger and intelligence officer, Brian left the military to pursue a career in the private sector. After working at Transamerica Corporation, Mr. Proctor served as consultant, COO and President of CAAP and later Leading Edge. Brian serves on several industry boards and is involved with the Frontiers of Flight Museum in Dallas. He holds a BA degree in International Studies in Politics and Diplomacy from the University of Richmond and an MBA from Southern Methodist University.
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About Mente Group: Mente Group is an aviation advisory firm that provides unmatched, valued counsel to large corporations, growth companies.
Michael Mullen
President of MGM Consulting
Michael Mullen has been a member of our Board of Directors since February 1, 2013. Admiral Mullen served as the 17th Chairman of the Joint Chiefs of Staff from October 2007 until his retirement in 2011. Previously, Admiral Mullen served as the 28th Chief of Naval Operations (CNO) from July 2005 to 2007. CNO was one of four different four-star assignments Admiral Mullen held, which also included Commander, U.S. Naval Forces Europe and Commander, Allied Joint Force Command and the 32nd Vice Chief of Naval Operations. Since 2012, Admiral Mullen has served as President of MGM Consulting LLC and is the Charles and Marie Robertson Visiting Professor at the Woodrow Wilson School of Public and International Affairs at Princeton University. Admiral Mullen also serves on the board of directors of Sprint Corporation.
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About MGM Consulting, Woodrow Wilson School of Public and International Affairs: MGM Consulting is a consulting firm that provides sustainable site servicing, grading & storm-water management services to land development.
Erica Hill
Vice President Global Supplier Diversity and Inclusion of CBRE Group
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About CBRE Group, CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Laurence Midler
Executive Vice President and General Counsel of CBRE Group
Laurence H. Midler is Executive Vice President and General Counsel for CBRE. Until early 2014, Larry also served as the company’s Chief Compliance Officer, overseeing the Ethics and Compliance Program, which was initiated in late 2004, and he is the executive in charge of Global Risk Management, Internal Audit and Corporate Responsibility efforts for the firm. Prior to joining CBRE, Mr. Midler served as General Counsel to Micro Warehouse, Inc., prior to the acquisition of its North American businesses in 2003 by CDW Corporation. Following the sale, Mr. Midler served as sole director, President and CEO and led the process of selling the company’s European operations and winding up the company’s affairs. Earlier, Mr. Midler was an associate at Latham & Watkins, a global law firm, in their New York City office. Mr. Midler is active in giving back, both through work and in his personal time. At CBRE, Mr. Midler established a pro bono program, under which the CBRE Legal Department offers legal services to Goodwill Industries of Southern California, on whose advisory board Mr. Midler serves. He also spends time supporting other non-profit organizations including Bridge to Skate and the Jewish Grad Student Initiative, and he and the Midler family hosts the Alex Midler Roll-a-Thon, an annual skateboarding event that raises money to benefit organizations seeking a cure to childhood leukemia.Mr. Midler holds a Juris Doctor degree from the New York University School of Law and a Bachelor of Arts, with distinction, from the University of Virginia.
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Ajay Malhotra
Vice President, Advisory & Transaction Services of CBRE Group
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
William Concannon
Global Group President, Clients and Business Partners of CBRE Group
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Bob Bruning
Vice President Supply Chain & Sourcing of CBRE Group
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Michael Frost
Vice President & First Vice President of CBRE Group
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Jon Faulkenberg
Executive Vice President of CBRE Group
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
John Perlik
Vice President of Debt & Structured Finance of CBRE Group
John Perlik is the Vice President – Debt and Structured Finance of CBRE .
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About Capstone Financial Solutions, CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Dan Lyne
Senior Vice President of CBRE Group
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Dan Lyne
Senior Vice President of CBRE Group
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About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Thiru Ganesan
President & CEO of Kyyba, Inc. of Kyyba Inc.
Thiru Ganesan is the President & CEO of Kyyba, Inc., a Global IT Services company specializing in software development, staff augmentation, TurnKey solutions and business process outsourcing. Thiru, the co-founder and former Chief Operating Officer of Kyyba, Inc. was instrumental in building the company’s business when he joined in 2007. He carried the overall responsibility for the Strategy and Operations, Development, Marketing, Infrastructure Support, Training and HR operations of the organization. Prior to Kyyba, he worked as Lead IT Consultant in Principal Financial group and Nationwide Financial. Thiru is PMP certified from Nationwide Financials and has extensive experience in converting legacy application system to a GUI front end. He has received numerous accolades during this career in Principal and Nationwide.
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About Kyyba Inc.: Staffing, IT, Engineering
Rajiv Goyal
Executive Vice President of ThoughtFocus
Executive Vice President at ThoughtFocus .
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About ThoughtFocus, ThoughtFocus: ThoughtFocus is a US based, privately held consulting, software engineering and business process management company.
Christopher Kristian
Executive Vice President and Managing Director of The Westport Group, LLC
Chris has been specializing in the analysis and planning of supplemental benefits for the last 22 years. He has a keen knowledge of the issues that surround supplemental benefit plans, as well as an uncanny understanding of the inner workings of the various insurance products. This allows him the ability to tailor the products to best meet the goals of his clients. Chris was the designer of Westport’s proprietary high-limit disability product, which was the first guaranteed issue multi-life high limit disability product ever offered for sale in the United States. Since launching the Executive Income Assurance Plan® (EIAP®), Chris and his team have developed a number of additional “first-of-its-kind” product offerings to meet the specific disability needs of their clients. Prior to co-founding The Westport Group, Chris was in private practice, working with executives, professional athletes and corporations to provide them access to high quality wealth preservation and intergenerational wealth transfer strategies. Chris has been the recipient of numerous industry awards and has presented many lectures on the uses of Executive Benefits to trade and professional groups. He has also been a featured guest on financial talk shows and has been recognized by Boston Magazine, for numerous years, as a Five Star Advisor. Chris has also been quoted in national and local publications including the Wall Street Journal, Providence Journal Bulletin, The Atlanta Constitution, and The Denver Post. Chris has authored numerous articles on a variety of subjects that pertain to all aspects of the insurance industry. Prior to the financial services industry, Chris had a successful career as a US Army Infantry Officer, serving in some of the Army’s most elite units, retiring as a Lieutenant Colonel. The qualities of honesty and integrity that allowed him access to these elite units has provided him with the ability to objectively create appropriate products and strategies for his clients. Chris holds a certificate in Leadership and Management from The Sloane School of Business, Massachusetts Institute of Technology. In addition, he holds a Master’s degree and a Bachelor of Science degree from the School of Mathematics and Science, Norwich University. He is also a graduate of the US Army Command and General Staff College. Personal: Chris is married to Martha with two adult children, Nicole and Jack. Enjoys learning, coaching, sailing, rugby, and watching virtually any sport. Both Chris and his wife are active in a number of charities.
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About The Westport Group, LLC: The Westport Group is an insurance firm working in the high-limit disability and multi-life insurance markets.
Debbie Atwell
Vice President, Public Records for Risk Solutions Business of LexisNexis Risk Solutions
Debbie Atwell is Vice President, Public Records for the risk solutions business of LexisNexis®. In this position, Atwell is responsible for managing the business between the risk and legal business units. This includes leveraging existing solutions and identifying new opportunities that would apply across these two business units. Prior to joining the risk solutions business, Atwell worked in the legal business in a variety of sales capacities, most recently leading the team who managed the Top 20 Customers for U.S. Legal Markets. She is a ten-time winner of the company’s Circle of Excellence sales award, and has been with LexisNexis for 16 years. Atwell earned her bachelor’s degree in Finance from Baldwin Wallace College and graduated Magna Cum Laude, and attended business school at John Carroll University in Cleveland.
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About LexisNexis Risk Solutions: LexisNexis Risk Solutions provides information to assist customers in industry and government in assessing, predicting, and managing risk.
Bill Brower
Vice President, Claims Product Management of LexisNexis Risk Solutions
Bill Brower serves as VP of claims product management at LexisNexis Risk Solutions.
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About LexisNexis Risk Solutions: LexisNexis Risk Solutions provides information to assist customers in industry and government in assessing, predicting, and managing risk.
William Min
Executive Vice President and General Counsel of LexisNexis Risk Solutions
William Min is the Executive Vice President and General Counsel at LexisNexis.
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About LexisNexis Risk Solutions: LexisNexis Risk Solutions provides information to assist customers in industry and government in assessing, predicting, and managing risk.
Rob Crabtree
Vice President of Operations of Velocity Global
Rob leads Velocity Global’s client service organization. After receiving his bachelor’s degree in International Relations from Texas Christian University, Rob earned his Juris Doctor from the Charleston School of Law in Charleston, South Carolina. Rob’s legal background includes Admiralty law, international business transactions, immigration law, and employment law. Rob is currently in his final year of earning an International MBA from the University of Denver. He has experience working in countries throughout the world and has particular expertise working with the Gulf Cooperation Council countries in the Middle East. Beyond his professional pursuits, Rob enjoys traveling, hunting, fishing, and playing golf.
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About Velocity Global: Velocity Global is a global employment solutions provider that has reinvented the way companies expand overseas.
Greg Thiessen
Vice President of Finance of Velocity Global
Greg Thiessen is the Chief Financial Officer at Velocity Global, LLC.
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About Velocity Global, Velocity Global, Velocity Global: Velocity Global is a global employment solutions provider that has reinvented the way companies expand overseas.
Brett Jacobs
Vice President of Three Ocean Partners
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About Three Ocean Partners: Three Ocean Partners is an independent merchant bank founded in 2011 to capitalize on a promising period for boutique banking.
Mitch Tublin
President of Hague Enterprises, LLC. (formerly known as Aegis Enterprises, LLC.)
Mitch Tublin is widely known and respected for his breadth of experience, intelligence, and his ability to rapidly grasp the critical aspects of any business situation and begin to offer solutions. Mitch dives in and takes business people to their highest levels of effectiveness. In his field as a leadership expert, an advanced certified executive coach, business consultant, trainer and international speaker he draws on his extensive experience in corporate roles, entrepreneurial ventures, military training and participation in competitive sports. Mitch brings out an individual’s untapped potential to create the strategy, the plan and the steps necessary to achieve that person’s vision for their business and often their life, while navigating obstacles which may be blocking them from reaching their goals. The process is utilized within teams, divisions and entire companies. The wide and deep hands on experience Mitch brings to every situation is a rare find. From coaching, consulting, delivering workshops and seminars as well as speaking these experiences provide a story or an example which relates to his clients needs. He is a former ship Captain in the U. S. Merchant Marine. He worked aboard super tankers for in excess of ten years, traveling all over the world. Combine this background with an MBA degree and over fifteen years in corporate positions in the top oil refining and trading organizations in the world. Such prestigious firms as the Phibro Energy Unit of Salomon Brothers, later Citibank. the commodity unit J.Aron at Goldman Sachs; Bayway Refining Company; Tosco Refining Company and Phillips Petroleum among others. For over fourteen years, the company Mitch formed has conducted workshops, seminars, consulting services on specific projects and executive coaching for highly functioning and driven business people. His expertise now encompasses leadership development, marketing, internet marketing, growth and business value creation, fund raising advice to early stage companies and much more. The facts are that Mitch Tublin offers clients the expertise developed over 30 years of first rate practical and corporate experience – not theory. He has worked with and been mentored by the best in the industry in each of his areas of expertise. By immediately implementing and taking action steps in the real world Mitch has been able to see what really works, why and how fast. Now he offers this expertise combined with his unique and varied experiences to his clients and followers. Mitch has advised billionaire CEO’s who have consistently stated they value his mind and thought process – solopreneurs with a small private practice who always find gems which were hidden from their view until working with Mitch – leaders of midsize companies who seek him out to help build and inspire their teams, provide leadership advice and development plus extract value from their business. Tublin’s educational background includes a B.S. in Marine Transportation and a minor in Petroleum Tanker Operations from the United States Merchant Marine Academy at Kings Point, N.Y. He also received a Master’s in Business Administration from Hofstra University. He additionally served as a Commissioned Officer in the U.S. Navy for over ten years. Mitch is a master certified personal and executive coach through the College of Executive Coaching for Professionals with Post Graduate Degrees based in Santa Barbara, CA. He has also earned certification from the International Coach Federation (ICF). Fewer than 10 percent of coaches worldwide achieve this designation in their careers. A native New Yorker, Tublin has raised his family in Stamford, CT and continues to reside there with his wife of over 30 years. Together they have four children.
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About Hague Enterprises, LLC. (formerly known as Aegis Enterprises, LLC.): Advisory & investment firm providing expansion, start-up & turn around venture capital investments & executive leadership devt. programs.
Mark Osmanski
President & Chief Executive Officer of ATEK Companies
Mark Osmanski joined ATEK Companies as President & CEO in 2011.
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About ATEK Companies: ATEK Access Technologies, LLC designs and manufactures automatic door and industrial safety systems.
Julie Mork
Vice President of Human Resources of ATEK Companies
Julie Mork joined ATEK Companies as Vice President, Human Resources in 2014.
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About ATEK Companies, ATEK Companies: ATEK Access Technologies, LLC designs and manufactures automatic door and industrial safety systems.
Sherrie King
Vice President of Sales and Business Development of Constellation Research
Sherrie King is Director of Lead Generation and Sales @ Constellation Research.
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About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
David Stanley
Vice President of Constellation Research
David Stanley is the Vice President at Constellation Research.
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About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Elizabeth Herrell
Vice President and Principal Analyst of Constellation Research
Elizabeth Herrell is Vice President and Principal Analyst @ Constellation Research.
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About Constellation Research, Forrester Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Elizabeth Herrell
Vice President and Principal Analyst of Constellation Research
Elizabeth Herrell is Vice President and Principal Analyst @ Constellation Research.
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About Constellation Research, Forrester Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Sally Taylor Shoff
Scores Vice President of FICO
Sally Taylor-Shoff is Scores Vice President, responsible for product management, marketing, analytic and software development, and analytic delivery for global syndicated FICO score products. Sally joined FICO (aka Fair Isaac) in 1987 as a data scientist, developing application scorecards for the consumer credit and utility industries. Subsequently she was the original product manager for the FICO Score product line, driving product launch and marketplace adoption including achieving endorsements for usage in the Mortgage industry. Sally has served FICO in other capacities including managing and growing the Marketing automation product line through both acquisition and new product development, and developing a new channel and business model by launching the FICO Analytic Cloud Marketplace. Sally holds a B.A. in statistics from the University of California at Berkeley.
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About FICO: Fair Isaac Corporation enables businesses to automate, improve, and connect decisions to enhance business performance.
Eric Meltzer
Senior Vice President & Chief Technology Officer of Waddell & Reed
Mr. Meltzer serves as a member of the firm’s Executive Leadership team and leads the technology teams dedicated to leveraging technology as a strategic asset across the organization, overseeing areas including enterprise technology architecture and infrastructure, cybersecurity, application development, and data integration, and service delivery management. Prior to joining Waddell & Reed Financial, he served as Chief Technology and Operations Officer at OppenheimerFunds, where he led a team of nearly 1,000 people and oversaw multiple functions, including technology, operations and cybersecurity. His prior experience also includes serving as Chief Technology Officer at Putnam Investments, where he led a 300-person team and oversaw the creation and execution of a technology strategy that enhanced applications, infrastructure, and telecommunications. Earlier in his career, he worked at a number of Wall Street firms, including Deutsche Bank and Kidder Peabody & Co. Mr. Meltzer received a Bachelor’s degree in Systems Engineering from Boston University and earned an MS in Operations Research from George Washington University.
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About Waddell & Reed: Waddell & Reed is an asset management and financial planning firm.
Rahul Sahgal
Founder, President & Chief Executive Officer of Annik
Rahul is the founder and CEO of Annik, one of the leading Data Analytics outsourcing companies in India. Having spent 10 years in the US working with some of the Global Leaders in Market Research, he started the company upon his return to India. Initially providing software development services, he started offering data services in 2002 after which the company quickly grew from less than 20 to over 200 in a couple of years. Today, with over 1000+ employees, Annik is recognized as a pioneer in the KPO space. Having grown up in different countries and having attended various international schools, he has an appreciation for different cultures. He is fluent in English, Hindi and French. Rahul holds a Master’s Degree in Physics from the University of Bridgeport, Connecticut, USA and a Bachelor’s Degree in the same subject from Hindu College, University of Delhi.
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About Annik, LiquidHub, QoreNext: Annik, now LiquidHub Analytics, is the global data management and analytics solutions wing of the customer engagement solutions firm.
Sayeed Sanaullah
First Vice President, Strategy & Analytics of Wells Fargo Advisors
Sayeed serves as Vice President of Strategy & Analytics for Wells Fargo Advisors which is the financial advice and brokerage business of Wells Fargo. In this role, he leads strategic efforts around 1) growing the business (measured by revenue, client assets and profit) and 2) managing risks (ensure Financial Advisors act in the best interests of client, review Financial Advisor investment portfolio credit risk, reduce any legal and settlement costs). He has 13 years of leadership experience in financial services, banking, and technology industries in various functions of strategy, finance, M&A, marketing, sales, software products development, and technology promotion. He has increased profitability, generated growth, managed risk and led cultural change on multiple occasions. Prior to joining Wells Fargo, he managed $6 million annual revenue product component for IBM as a Technology Consulting and Strategic Planning Manager. He has been a speaker at multiple IBM conferences. He has published 2 technical articles and filed a patent/disclosure. He also serves as a board member and committed leader for multiple non-profit organizations (~ $100 million total annual budget) in the Greater St. Louis Area (Illinois and Missouri). He is a Wharton Fellow at University of Pennsylvania – The Wharton School. He earned a master of business administration degree in finance and strategy from Washington University in Saint Louis. He also holds a bachelor of technology degree in mechanical engineering with minor in economics from Indian Institute of Technology Kanpur.
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About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
John Auble
Vice President, Marketing Program Manager, Digital Strategies of Wells Fargo Advisors
John is Vice President, Marketing Program Manager on Wells Fargo Advisors Financial Advisor (FA) Marketing Team. John Auble is an executive-level manager with more than 25 years of experience creating, implementing and tracking marketing, advertising and communications programs with increasing responsibilities in branding and digital strategy. He is currently a marketing program manager on the FA Marketing Team within Wells Fargo Advisors and has 21 years of FA marketing experience.
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About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
Hari Shetty
Sector Head & Senior Vice President – Technology Platforms, Products & Gaming of Wipro Technologies
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About Wipro Technologies: Wipro is a global information technology, consulting and business process services company.
Jim Kaiser
Founder, President and CEO of J-Curve Technologies
James (Jim) A. Kaiser is Founder, President and CEO of J-Curve Technologies with responsibility for the overall vision, leadership, strategic direction and business management of the company. Jim is a serial entrepreneur and recognized corporate leader with proven success. He is experienced in driving results for nearly twenty years in start-up companies and capital ventures as well as contributing to the success of a Fortune 100 market leader. Jim is considered a valuable expert in the area of Sales, strategy, executive leadership, business development, operations, turnarounds and change management. Before launching into his entrepreneurial efforts, Jim was one of MCI WorldCom’s (now Verizon) initial employees and became an Executive Director of the company during his twelve year tenure with profit and loss responsibility for nearly $500M in revenue. Prior to Founding J-Curve in 2005, Jim was Co-Founder of a teleservices firm taking the organization from start-up to profitability with three facilities and over 350 employees later leveraging the sale of his equity interest in the company. Jim is frequently requested as a guest speaker at corporate events, panels and universities. He is often asked to provide his expertise on business topics including Sales strategies, executive leadership and change management. Jim earned his Bachelors of Arts degree from Arizona State University in Marketing and Organizational Communications and currently serves on several corporate and community board of directors such as; Rio Salado Community College, University Sales Education Foundation, J-Curve Technologies, Kaiser Companies, Camp Soaring Eagle and North Scottsdale Little League.
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About J-Curve Technologies, Kaiser Companies: J-Curve Technologies provides customer care, technical support, and provisioning support to UCaaS, education, healthcare, streaming media.
Jared Hamm
Vice President Service Delivery of J-Curve Technologies
Jared Hamm is the Vice President of Business Development at J-Curve Technologies.
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About J-Curve Technologies, J-Curve Technologies: J-Curve Technologies provides customer care, technical support, and provisioning support to UCaaS, education, healthcare, streaming media.
Steve Bonner
Vice President Information Services & VP of Operations of J-Curve Technologies
Steve Bonner is the Vice President of Operations and Information Technology for J-Curve Technologies. With over 20 years experience in contact center operations and the technology industry, Steve is responsible for overseeing all aspects of J-Curve’s operation and IT organizations. Prior to joining J-Curve, Steve was Vice President of Operations and IT for Fusion Marketing Partners and specialized in running third party customer service, sales and helpdesk client operations. Prior he was the Director of Systems Operations at Touchscape, a CRM software solutions company, where he was responsible for operations and production. Before Touchscape, Steve held the position of Director of Information Technology at MicroAge Teleservices. While at MicroAge Teleservices, he built the entire technology and operational infrastructure including network and system design as well as the development of a call center associate tracking system capable of automated labor reporting, scheduling, telephony integration, and custom reporting. He began his career at U S WEST as Network Engineering Manager for their Software Distribution division. Steve earned his Bachelor of Science degrees in Business Administration and Computer Information Systems from Colorado State University.
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About J-Curve Technologies: J-Curve Technologies provides customer care, technical support, and provisioning support to UCaaS, education, healthcare, streaming media.
Ben Pring
Vice President and Director, Cognizant’s Center for the Future of Work of Cognizant
Ben Pring co-founded and leads Cognizant’s Center for the Future of Work. Ben is a co-author of the best-selling and award winning books, What To Do When Machines Do Everything (2017) and Code Halos; How the Digital Lives of People, Things, and Organizations are Changing the Rules of Business (2014). He has authored numerous other white papers on areas such as the economics of Big Data and the primacy of the digital customer experience. Ben joined Cognizant from Gartner where he spent 15 years researching and advising on areas such as Cloud Computing and Global Sourcing. Prior to Gartner Ben worked for a number of consulting companies including Coopers and Lybrand. At Gartner Ben was the lead analyst on all things “Cloud”; he wrote the industry’s first research notes on Cloud Computing (in 1997!), on Salesforce.com (in 2001) and became well known for providing provocative but accurate predictions about the future of IT. In 2007, Ben won Gartner’s prestigious annual Thought Leader Award. Ben was also heavily involved in tracking and analyzing the emergence of IT talent from outside western markets and the impact that globalization would have on business and IT strategies for organizations of all types. Ben’s expertise in helping clients see around corners, think the unthinkable, and calculate the compound annual growth rate of unintended consequences, took him to Cognizant where his charter is to research and analyze how clients can leverage the incredibly powerful new opportunities that are being created as new technologies make computing power more pervasive, more affordable, and more important, than ever before. Now based near Boston, Ben graduated with a degree in Philosophy from Manchester University in the UK where he grew up.
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About Cognizant: Cognizant is a professional services company, transforming clients’ business, operating and technology models for the digital era.
Philippe Dintrans
Senior Vice President of Cognizant
Philippe Dintrans is the Senior Vice-President and Global Consulting Leader of Cognizant Business Consulting’s Banking and Financial Services Practice. Philippe has led numerous consulting engagements covering business transformation, IT transformation and change management for marquee Cognizant clients. He holds a master’s of science degree in engineering from the Massachusetts Institute of Technology (MIT) and an MBA from INSEAD.
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About Cognizant, Wipro Technologies: Cognizant is a professional services company, transforming clients’ business, operating and technology models for the digital era.
Justin Tisler
Co-Founder, CEO, and President of Car Capital Technologies
Justin Tisler is the Co-Founder, CEO, and President of Car Capital Technologies.
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About Car Capital Technologies: Car Capital Technologies provides car dealers with capital and technology to support regulatory and compliance requirements and servicing.
Asim Fareeduddin
Vice President, IT Security & Regulatory Controls Assurance of RELX Group plc
Asim Fareeduddin is the Vice President, IT Security & Regulatory Controls Assurance at RELX Group.
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About J. Mack Robinson College of Business | Georgia State University, RELX Group plc: RELX Group plcis is a global provider of information and analytics for professional and business customers across industries.
Edward Stern
President of Hartz Mountain Industries
Edward Stern is President at Hartz Capital.
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About Hartz Mountain Industries: Hartz Mountain Industries is a company that provides office space rental services.
Rich Lesser
President and Chief Executive Officer , New York of The Boston Consulting Group
Rich became the sixth president and chief executive officer of BCG in January 2013. Based in New York and Beijing, he has been on the firm’s Executive Committee since 2006. Before becoming CEO, Rich was BCG’s chairman for North and South America since 2009 and head of the New York Metro office system starting in 2000. His client work has focused on innovation, strategy, and large-scale transformation in the health care and consumer sectors. In 2009, Consulting magazine named him one of the industry’s most influential consultants. Prior to joining BCG in 1988, Rich worked as a process development engineer and group leader at Procter & Gamble. He holds an MBA with high distinction from Harvard Business School, where he was a Baker Scholar, and a bachelor’s degree summa cum laude in chemical engineering from the University of Michigan. Read Rich’s recent “Boss Talk” interview with The Wall Street Journal.
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About The Boston Consulting Group: The Boston Consulting Group is a global management consulting firm and an advisor on business strategy.
Kiran Unni
Vice President, Business Unit Leader of Frost & Sullivan
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About Frost & Sullivan, Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Krishna Srinivasan
Global President of Frost & Sullivan
Mr. Srinivasan, Global President and Managing Partner of Frost & Sullivan, has been with the company for over twenty five years. Over the years, he has held a variety of positions with increasing responsibility, culminating in the role of President in the year 2000. He has played a key role in reshaping the company from its early days as a market research company to a full-fledged global growth consulting company focused on solving client challenges with customized business intelligence, growth strategies and training & implementation support.
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About Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Melanie Turek
Vice President, Research of Frost & Sullivan
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About Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Melanie Turek
Vice President, Research of Frost & Sullivan
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About Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Janet Barbookles
Vice President and General Counsel of Nova Ventures
Prior to joining Nova, Ms. Barbookles served as a judicial extern in the San Francisco Superior Court and the United States District Court for the Northern District of California. Ms. Barbookles received a BS from Northeastern University, JD from Golden Gate University School of Law, an L.L.M in Taxation from Boston University School of Law, and an M.B.A from Boston University School of Management. Ms. Barbookles is licensed to practice law in California and Massachusetts.
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About Nova Ventures: Nova Ventures Group Corp. provides a full range of executive management services
John Romney
Vice President of Development & Sales of Franchise Creator, Inc.
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About Combo Kitchen, Franchise Creator, Inc.: Franchise Creator is a full service franchise consulting firm.
