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 Vice President operating in the Banking space. If you think a Vice 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.
Chris Budd
Vice President, CISO Americas of Deutsche Bank
Chris Budd is a Vice President in the CISO Americas group of Deutsche Bank. He is responsible for representing the Americas CISO to major business divisions as well as for providing information security counsel in M&A exercises throughout the hemisphere. His experience provides raw material for driving internalized training initiatives across the enterprise. His success comes from infusing expertise into the curricula, but also by incorporating dialogue with front-office stakeholders to maximize value of the content. His trainings have reached nearly 2,000 colleagues in every major discipline, in board rooms and server rooms alike, around the globe.
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About Deutsche Bank: Deutsche Bank, a Frankfurt-based global investment bank, offers financial products and services to corporate and institutional clients.
Jade Mandel
Vice President, Growth Equity of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
John Giannuzzi
Vice President, Merchant Banking Division of Goldman Sachs
John is a vice president at Goldman Sachs in the Merchant Banking Division. In this role, John leads investments in growth stage enterprise technology companies, with a specific focus on software. He serves on several technology company boards. John joined Goldman Sachs in 2010 in the Investment Banking Division.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Mike Herman
Vice President of Goldman Sachs
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About Girard Securities, Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Harry Singh
Vice President of Goldman Sachs
Harry Singh is a Vice President in the US Power trading group at Goldman Sachs. Harry has extensive experience in power market design and renewable energy transactions. Harry’s recent focus includes work on corporate renewable procurement and he was a part of the team that executed the firm’s first renewable PPA. He has participated in structuring and origination of commercial transactions in power and environmental markets including renewables, energy efficiency and other low carbon resources. Prior to his current position, he was with RBS Sempra Commodities where he worked on structured renewable transactions under the California RPS. He also served as a Senior Advisor at the Federal Energy Regulatory Commission (FERC) and prior to that held various positions at PG&E. He holds a PhD in Electrical Engineering from the University of Wisconsin-Madison and currently serves as Chairman of WSPP.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Lakshmi Subbramanian
Vice President of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Matthew Dorr
Vice President of Goldman Sachs
Matthew Dorr is a Vice President in Goldman Sachs’ Private Capital Investing team. In that capacity, he invests in private companies throughout North America in the software and technology sectors. He currently has board involvement with Aryaka, Zipwhip, xMatters and Skytap, and has been involved in the firm’s investments in Revionics, BigCommerce, Billtrust, Paycor (sold to Apax Partners), and IO Data Centers (sold to Iron Mountain). Matthew holds a Bachelor of Science in Management Science from the University of California, San Diego.
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Erwin Eichmann
Vice President & Associate General Counsel of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
Vladimir Berezniker
Senior Engineer/Vice President of Goldman Sachs
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About Goldman Sachs: Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
David Wardrop
Senior Vice President of UBS
I’m an advisor to entrepreneurs in the finance, tech and media worlds.
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About UBS: UBS is a global financial services company that engages in the provision of financial management solutions.
Aman Thind
Executive Vice President, Chief Architect 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.
Yasser El Hamoumi
Assistant Vice President, Trading and Algorithmic Strategist 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.
Adam Stuart
Vice President, SSgA Information Technology Architecture of State Street
Adam is Vice President of Technology Architecture for State Street Global Advisors. He is responsible for researching, evaluating, implementing and advocating for emerging technologies that increase business productivity and insight. He has a proven track record of collaborating across business areas and technology segments to bring valuable capabilities to his business constituents.
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About State Street: State Street is a leading financial services provider serving some of the world’s most sophisticated institutions.
Stephanie Lo
Vice President, Head of Securities Finance Research 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.
Avesh Agarwal
Vice President 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.
Jennie P. Carlson
Executive Vice President, Human Resources of U.S. Bancorp
Ms. Carlson is Executive Vice President, Human Resources, of U.S. Bancorp. Ms. Carlson, 54, has served in this position since January 2002. Until that time, she served as Executive Vice President, Deputy General Counsel and Corporate Secretary of U.S. Bancorp since the merger of Firstar Corporation and U.S. Bancorp in February 2001. From 1995 until the merger, she was General Counsel and Secretary of Firstar Corporation and Star Banc Corporation.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Daniel Crozier
Senior Vice President Operations of U.S. Bancorp
Dan Crozier is Vice President and Head of Capital Markets Operations for US Bancorp Investments, Inc. and U.S. Bank, N.A. Municipal Securities Group. Dan’s responsibilities include all middle and back office areas supporting the firm’s underwriting and institutional business. In addition, Dan is responsible for securities control and plays a leadership role in the firm’s activities for Financial Responsibility Rule requirements and is a leader for the firm’s T+2 preparation effort. Dan has been with US Bancorp since 2011. He is based in New York, but also spends considerable time in the firm’s Minneapolis/St Paul and Charlotte offices. Dan started his career at Dean Witter Reynolds, Inc., and later worked at Banc of America Securities as Vice President of Fixed Income Middle Office in San Francisco and First Vice President and Head of Operations at WaMu Capital Corp. in Seattle. Dan is a member of the SIFMA’s Capital Markets Operations Committee, Regulatory Capital and Margin Committee and Municipal Operations Committee, as well as the SIFMA Think Tank and Red Group. Dan is also a member of the Federal Reserve Bank of New York Wholesale Advisory Group. Dan is a former President and board member of the Securities Operations Association of San Francisco. Dan holds licenses in Series 7, 24, 27, 52, 53, 63 and 99.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Mark G. Runkel
Executive Vice President & Chief Credit Officer of U.S. Bancorp
Mr. Runkel is Executive Vice President and Chief Credit Officer of U.S. Bancorp. Mr. Runkel, 38, has served in this position since December 2013. From February 2011 until December 2013, he served as Senior Vice President and Credit Risk Group Manager of U.S. Bancorp Retail and Payment services credit risk management, having served as Senior Vice President and Risk Manager of U.S. Bancorp Retail and Small Business credit risk management from June 2009 until February 2011. From March 2005 until May 2009 served as Vice President and Risk Manager of U.S. Bancorp.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Tonya Peterson
Assistant Vice President of U.S. Bancorp
Tonya M. Peterson, PfMP, PMP, LSSGB, CSM is a Sr. Project Portfolio Manager for the enterprise technology team within US Bancorp responsible for strategic leadership, portfolio management, process improvement, methodology direction, resource management, and project management. Tonya is also a Mentor, Consultant, Coach, and Instructor. She has over 20-years of experience within the public and private sectors in the Information Systems area. Her expertise encompasses PMO operations, portfolio, program, and project management, continuous improvement, quality direction, productivity metrics, instruction, and organizational efficiency. She is proficient in capacity planning, technical guidance, strategic planning, and outsourcing. Tonya is writing her first two manuscripts on influencing project success and building a leadership organization
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Calvin Shum
Vice President of JP Morgan Chase
Co-Founder
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About IBM, JP Morgan Chase, Lovoco: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Bartholomew Baptista
Vice President, Product Marketing, Merchant Services of JP Morgan Chase
Bartholomew has enjoyed a versatile career spanning B2B to consumer marketing, and financial services to the performing arts. From working inside the halls of American Express, Citi, Neuberger and now J.P. Morgan Chase to collaborating with agencies and subject matters experts, he has activated some of the world’s most iconic global brands. Over the past 15 years, he has helped create client-driven strategic marketing roadmaps, launch new products, scale digital platforms, and enable sales. Bartholomew uses his varied background to tap into the area where creativity, strategy, and technology converge to reimagine how brands engage.
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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 Wagner
Vice President of JP Morgan Chase
David Wagner is the Vice President at JP Morgan Chase.
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About JP Morgan Chase, Neograft Technologies: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Douglas Feagin
Senior Vice President, Global Strategic Partnerships and Investments at Ant Group of Ant Group
Mr. Douglas Feagin is Senior Vice President, Global Strategic Partnerships and Investments at Ant Group Prior to joining Ant in June 2016, from August 1994 to May 2016, Mr. Feagin worked at Goldman, Sachs & Co., where he last served as a managing director from 2004 to 2016, with a broad set of client relationships in the US, Latin America and Asia across sectors including banking, technology and insurance. He graduated from the University of Virginia in 1988, and received his MBA from Harvard Business School in 1994.
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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.
Prahalad Thota
Senior Vice President, Head of Enterprise Analytics & Data Science of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Avid Modjtabai
Senior Executive Vice President & Head of Consumer Lending of Wells Fargo
Avid Modjtabai is a senior executive vice president and head of consumer lending for Wells Fargo & Company. In this role she is responsible for home lending, auto lending and consumer credit. Avid Modjtabai is a 21-year veteran of Wells Fargo where she has served in a number of diverse leadership roles. Prior to her current role she was the chief information officer and head of the technology and operations group with responsibility for the core technology functions of the company including data centers, enterprise architecture, application development, information security and technology governance. Avid Modjtabai has served as Wells Fargo’s director of human resources, led the Internet Services Group and held management positions in consumer deposits and the investment group. Before joining Wells Fargo, she was a consultant with McKinsey & Company where she focused on strategy initiatives in financial services. Avid Modjtabai was named one of the “Most Powerful Women in Banking” and the “Top 25 Women to Watch” by U.S. Banker and the American Banker. She received the “Ellis Island Medal of Honor,” for her outstanding personal and professional achievements and her commitment to preserving the richness of heritage. She serves on the board of trustees for The Branson School and is an advisory member of the Columbia Business School Social Enterprise Program and Stanford Center on Longevity. Avid Modjtabai holds a master’s degree from Columbia University and a bachelor’s degree from Stanford University. As a member of Avnet’s board of directors, Avid Modjtabai serves on the Audit Committee and Corporate Governance Committee.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Hope A. Hardison
Senior Executive Vice President, Chief Administrative Officer, and Human Resources Director of Wells Fargo
Hope A. Hardison, Senior Executive Vice President, Chief Administrative Officer (CAO), and Human Resources Director assumed her CAO role in September 2015. She has been HR Director since September 2010. As CAO, Hardison manages Human Resources, Corporate Communications, Marketing, Government & Community Relations, the Innovation Group, and Enterprise Data & Analytics, overseeing the company’s brand, communications, reputation management, and stakeholder engagement efforts. In her role as Human Resource Director, Hardison leads a team that develops and implements people strategies to support Wells Fargo’s business objectives, as well as the management of compensation and benefits, human resource service centers, systems and payroll, finance, team member relations and assistance, talent management, learning and development and diversity for more than 266,000 Wells Fargo team members. Hardison is a 22-year veteran of Wells Fargo. From 2008 to 2010, she served as the head of Compensation and Benefits and was responsible for managing benefits, executive and team member compensation and mergers and acquisitions. She also managed international team member compensation and benefit programs. She has held numerous finance, strategic planning and compensation roles since joining Wells Fargo in 1993. She holds a bachelor’s degree in economics from Swarthmore College and has done graduate work in applied economics and statistics at the University of California, Santa Cruz
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Steven Macko
Executive Vice President and Head of Technology, Media & Telecom of Wells Fargo
Steven Macko leads the Industries Group at Wells Fargo Capital Finance, which includes Technology Finance, Specialty Finance, Lender Finance, and Flatiron Capital. Macko joined Wells Fargo Capital Finance in 1998 and established its San Francisco office in 1999. Prior to joining Capital Finance, Macko spent several years at Ernst & Young, PWC, and Strome Investment Management, an alternative investment strategy hedge fund. He holds a bachelor’s degree in business economics from the University of California, Santa Barbara.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Laura Fontana
Vice President, Product Strategy, Distributed Ledger Technology Program of Wells Fargo
Laura Fontana is currently a vice president and product strategist for Wells Fargo’s Innovation Technology team. She is responsible for supporting the distributed ledger technology program, exploring promising commercial opportunities across Wells Fargo’s diversified businesses and with a variety of business partners and consortia in the larger financial services industry.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Agus Sudjianto
Executive Vice President, Head of Corporate Model Risk of Wells Fargo
Agus Sudjianto is an executive vice president and head of Corporate Model Risk for Wells Fargo, where he is responsible for enterprise model risk management. His technical expertise and interests include quantitative risk, particularly credit risk modeling, machine learning and computational statistics.
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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.
Nathan Susanj
Vice President, Head of NLP & Speech Capabilities Development of Wells Fargo
Nathan Susanj is the VP, Head of NLP & Speech Capabilities Development at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Brian Pearce
Senior Vice President, Enterprise Artificial Intelligence of Wells Fargo
Brian Pearce is senior vice president of enterprise artificial intelligence at Wells Fargo. During his time at Wells Fargo, he and his teams have led large, multichannel efforts such as mobile remote deposit, Apple Pay, P2P payments, transfers, bill pay, and the launch of an online brokerage platform, and he previously served as the head of the mobile banking function.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Geanie Asante
Vice President, Value Stream Delivery Manager of Wells Fargo
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About OAACC, University of the Cumberlands, Wells Fargo, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Michael J. Loughlin
Senior Executive Vice President and Chief Risk Officer of Wells Fargo
Senior Executive Vice President and Chief Risk Officer Michael J. Loughlin oversees all risk-taking activities at Wells Fargo, including credit, market, operational, compliance, information security (including cyber risk), and financial crimes risk management. He is also involved in issues such as liquidity, capital, profit planning, and compensation. As the leader of the Corporate Risk group, which includes 5,000 team members, he serves on the Wells Fargo Operating and Management Committees and is based in San Francisco. Mike assumed his role as chief risk officer in 2006. Previously, he was responsible for credit approval, policy, and reporting for Wholesale Banking. A banking professional with 36 years of experience, he joined the company in 1986 after Wells Fargo acquired Crocker Bank. Before serving as head of credit for Wells Fargo Wholesale Banking, he was responsible for the private banking business of Private Client Services, headed systems and operations for the Wholesale Banking unit, and held other positions within Commercial and Corporate Banking including head of U.S. Corporate Banking and Regional Vice President in the Santa Clara Valley Regional Commercial Banking Office. He received his bachelor’s degree from the University of California at Berkeley. Mike serves on the board of directors for Students Rising Above, an organization dedicated to helping low-income, first-generation college students realize their potential by guiding and supporting them through college graduation and into the workforce.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Kimarie Matthews
Senior Vice President, Wells Fargo Virtual Channels Social Care & Capabilities of Wells Fargo
As the senior vice president, social for Wells Fargo’s digital channels group, Kimarie Matthews is responsible for leveraging social technologies to extend Wells Fargo’s ability to support customers, including servicing customers in social channels, building customer community and testing concepts to bring bankers and customers together in social environments. Her programs deliver business benefits that include increased customer satisfaction and brand sentiment and increased website traffic through organic search results.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Daniel Ayala
Global Remittance Services Group Head, Executive Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Albert Hwu
Vice President, International Treasury Consultant of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Bonnie Saunders
Vice President,National Client Service Manager of Wells Fargo
Bonnie Saunders serves as vice president of national client service manager at Wells Fargo.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Jason G. Pollack
Vice President; Public Power Relationship Manager of Wells Fargo
Jason Pollack is a Vice President on the Public Power team within Wells Fargo’s Government and Institutional Banking group. As the west coast Relationship Manager, he is responsible for new business development and client management for western region municipal utilities.
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
John Shrewsberry
Senior Executive Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Cristal Brawley
Vice President ,Senior Content Strategist, User Experience Design Lead of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Sunil Pandya
Senior Vice President of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Austin Smith
Vice President of Houlihan Lokey
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About Houlihan Lokey: Houlihan Lokey is a global investment bank that focuses on capital markets, financial restructuring, valuation, and strategic consulting.
Mary McDougall
Vice President of Astia Angels
Mary McDougall was CEO at Survox, Inc. until sale to Enghouse (TSX:ENGH) – her fourth exit. Prior roles include COO, IronSpire for 4 years before private sale, GM Decision Dynamics – sold to Perceptron (NASDAQ:PRCP), and VP Pdt Mgt, Mktg, & Support Mitron – sold to GenRad (NYSE:TER). SaaS transformation and M&A identification and integration with BMC Software.
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About Astia Angels: Astia Angels is a global network of both female and male angel investors that invest in high-growth companies.
Nick Baker
Senior Vice President of Macquarie Group
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Kenneth Chan
Senior Vice President of Macquarie Group
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About Macquarie Group: Macquarie Group is a global provider of banking, financial, advisory, investment and funds management services.
Kenneth Rosen
Executive Vice President, Chief Claims Officer of Allstate
Kenneth Rosen serves as executive vice president and chief claims officer at Allstate Insurance.
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About Allstate: Allstate offers a protection product through multiple brands & diverse distribution channels, including auto, home, life & other insurance.
John Rhodes
Executive Vice President and Chief Risk Officer of Allstate
John Rhodes is chief risk officer for Allstate Insurance Company. In this role, he is responsible for coordinating enterprise risk and return management practices and decisions throughout the company. This includes leading the Enterprise Risk and Return Management Committee, which determines economic capital requirements, establishes risk guidelines and monitors actual performance. Rhodes and his team work to enhance risk and return management by further embedding the use of economic capital in decision-making, enhancing model governance and expanding operational risk management. Before joining Allstate in 2015, Rhodes was senior vice president and chief risk officer for Lincoln Financial Group, a provider of retirement planning and life insurance products to individuals and employers. He provided strategic direction and oversight of Lincoln’s enterprise risk management, equity risk management, corporate actuarial and business resilience functions. From 2009 to 2012, he was Lincoln’s head of equity risk management. Earlier in his career, Rhodes served in a range of risk management roles with ING U.S. Financial Services (now Voya), JPMorgan Chase and GE Capital. After graduating from the United States Naval Academy, Rhodes served as an officer in the U.S. Navy. He earned his MBA from New York University’s Leonard Stern School of Business.
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About Allstate: Allstate offers a protection product through multiple brands & diverse distribution channels, including auto, home, life & other insurance.
Jason Bender
Executive Vice President, Chief Operating Officer of First Republic Bank
Bender has been with First Republic since 1999, and managed the Bank’s finance department for over a decade before being appointed Chief Administrative Officer on January 1, 2013. Effective January 1, 2016, he was appointed Chief Operating Officer and is responsible for the overall operations of deposits and lending, strategic planning, enterprise data, online banking and related digital activities, and secondary loan marketing. He oversees banking activities in the Orange County and San Diego regions. B.A., 1992, Swarthmore College; M.B.A., 1999, Stanford Graduate School of Business; Harvard Business School Advanced Management Program, 2014.
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About First Republic Bank, First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Mollie Richardson
Executive Vice President, Chief People Officer of First Republic Bank
Richardson joined First Republic in 2003 and was appointed Chief Administrative Officer on January 1, 2016 and Chief People Officer in November 2016. Ms. Richardson oversees human resources, enterprise collaboration, facilities/administrative services, Eagle Lending and various bank-wide initiatives. Ms. Richardson previously served as Deputy Chief Administrative Officer and head of Board and Investor Relations at First Republic. She is Co-Chair of the Network for Teaching Entrepreneurship, Bay Area. B.A., 2001, Sonoma State University; Harvard Business School Advanced Management Program, 2013.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Robert Thornton
Executive Vice President and President, Private Wealth Management of First Republic Bank
Thornton joined First Republic in 2004 and currently serves as President of First Republic Investment Management and President of First Republic Private Wealth Management. He became Executive Vice President of First Republic Bank in 2015 and oversees banking activities for the Los Angeles and Palm Beach regions. Prior to joining First Republic, Mr. Thornton held senior roles at Goldman Sachs, Credit Suisse and Deutsche Bank over a 20 year period. B.A. 1980, Duke University; J.D., 1983, Columbia Law School; Stanford Graduate School of Business Executive Program, 2014.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
David Lichtman
Executive Vice President and Chief Credit Officer of First Republic Bank
Lichtman has been with First Republic since 1986, and has held positions in various phases of lending operations at the Bank. Mr. Lichtman was appointed Chief Credit Officer in 1995. In the role of Chief Credit Officer, he is responsible for promoting the Bank’s credit culture focused on safe and disciplined lending standards and practices. B.A., 1985, Vassar College; M.B.A., 1990, University of California, Berkeley.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Justin Gibson
Executive Vice President, Chief Audit Executive of First Republic Bank
Gibson joined First Republic in 2012. As Chief Audit Executive, he leads a collaborative cross-functional audit department designed to meet the requirements of the banking industry’s complex regulatory environment. Mr. Gibson is on the Board of Governors at the San Francisco Institute of Internal Audit, a member of the Board of Directors at Big Brothers Big Sisters of the Bay Area and a Board member at the Partnership for Children and Youth. Mr. Gibson is a Certified Public Accountant. B.A., 1997, University of California, Los Angeles; Harvard Business School General Management Program, 2014.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Michael Selfridge
Senior Executive Vice President, Chief Banking Officer of First Republic Bank
Michael D. Selfridge joined First Republic in 2012. As Chief Banking Officer, he is responsible for Northern California Private Banking, Information Technology, and nationwide Business Banking. Previously, he served as the company’s Chief Operating Officer and also as the Chief Risk Officer. Prior to joining First Republic, Mr. Selfridge was head of U.S. regional banking at Silicon Valley Bank. Mr. Selfridge held various other senior management positions with Silicon Valley Bank over an 18 year period. Prior to this, he was with HSBC and also Wells Fargo Bank. He serves on the Board of Directors of Catholic Charities of San Francisco. B.S., 1989, California Polytechnic State University, San Luis Obispo; M.B.A., 1995, University of San Francisco; Harvard Business School Advanced Management Program, 2013.
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About First Republic Bank: First Republic offers banking for individuals and businesses, wealth management and more with a focus on tailored services and solutions.
Suzette Junier
Vice President of CBG Holdings
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About CBG Holdings, Cloud Lending, Q2ebanking: CBG Holdings develops electronic banking software for financial institutions.
Paul Gould
Managing Director & Executive Vice President of Allen & Company
Paul Gould is the Managing Director at Allen & Company. Paul has worked for Allen & Company since 1972 and established Allen & Company’s arbitrage business in 1975. In addition to the Fund, Paul has been involved in Allen & Company’s merger and acquisition advisory practice, where he has served as a financial advisor to many Fortune 500 corporations. Paul is a Member of the Board of Directors at Discovery Communications and a Member of the Compensation and Nominating Committees. Paul served as a Member of the Board of Directors at Discovery Holding Company prior to Discovery Communications becoming a public company. Paul currently serves as a Member of the Board of Directors at Liberty Global, plc and Ampco-Pittsburgh Corporation. Paul also serves as a Member of the Board of Trustees at Cornell University, the Wildlife Conservation Society and the New School University and is an Overseer for the Weill Cornell Medical College. Paul attended Cornell University and graduated from Farleigh Dickinson University.
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About Allen & Company: Allen & Company is a private investment and advisory firm.
Jeffrey D Hyslop
Vice President of Staple Street Capital
Jeff is a Vice President at Staple Street Capital. He is responsible for identifying and evaluating investment opportunities, performing due diligence and working with our management teams to create value. Prior to joining Staple Street Capital, Mr. Hyslop was a Vice President at Cerberus Capital Management where he focused on private equity, special situations and distressed debt investments across a wide range of industries, including automotive, industrial, financial services, retail and IT services. At Cerberus, Mr. Hyslop was responsible for executing transactions and overseeing portfolio company investments, as well as identifying and executing public-market high yield debt investments. While at Cerberus, Mr. Hyslop served on the boards of North American Bus Industries and Blue Bird Corporation. Mr. Hyslop received his B.A. from Michigan State University.
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About Staple Street Capital: Staple Street Capital invests in attractive middle market companies where we can partner with management to create value.
Nicki Livanos
Vice President of AXA Group
Nicki Livanos is Director at AXA Equitable.
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About AXA Group, Equitable Holdings: AXA is a French multinational insurance firm that focuses on global insurance, investment management, and other financial services.
Lakshman Easwaran
Senior Vice President of Neuberger Berman Group
Lakshman Easwaran, PhD, FRM, Senior Vice President, joined the firm in 2004. Lakshman is the Head of Risk Analysis and Research, and is responsible for investment risk oversight for the firm’s fixed income and multi asset class strategies. Prior to joining the Portfolio Analysis and Risk team, Lakshman was part of Fixed Income Research at Lehman Brothers. He has also worked as a Fixed Income portfolio manager at SBI Mutual Fund and Prudential ICICI Asset Management. He graduated from the Indian Institute of Technology, Bombay with a BTech in Electrical Engineering, received an MBA from the Indian Institute of Management in Calcutta, and subsequently received a PhD in Finance from Duke University. He is a certified Financial Risk Manager.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Nicholas Lurvey
Senior Vice President and Complex Products of Neuberger Berman Group
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Ian Haas
Senior Vice President and NB Alternatives of Neuberger Berman Group
Ian Haas, CFA, Senior Vice President, joined the Firm in 2000. Ian is a member of the Investment Committee and also serves as the Head of Quantitative and Directional Strategy Research on the NB Alternative Investment Management Team. His responsibilities include manager sourcing, screening, due diligence, monitoring and portfolio construction. Prior to joining the team in 2004, Ian was an Associate in Lehman Brothers’ Portfolio Strategy group, where he focused on asset allocation and manager selection. From 2000 to 2003, Ian was a member of the Financial Institutions group within the Investment Banking Division of Lehman Brothers, where he worked on M&A advisory projects as well as capital markets financings for clients in the financial services industry. Ian graduated from the University of Oregon, earning a BS in Business Administration with a concentration in Finance. Ian holds the designation of Chartered Financial Analyst.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Rory Ewing
Senior Vice President and Associate Portfolio Manager of Neuberger Berman Group
Rory Ewing, Senior Vice President, joined the firm in 2016. Rory is an Associate Portfolio Manager and a Research Analyst for the Option Group at the firm. In his current capacity, Rory’s primary responsibility is to assist in the implementation of the firm’s investment strategy in client accounts and to ensure proper adherence to account guidelines and client specific restrictions. Before joining Neuberger Berman, Rory was a Research Analyst at Horizon Kinetics. Prior to Horizon Kinetics, Rory worked at Tempus Quo, an investment firm focused on international, commodity related sectors where he led the trading team. Rory also spent two years as a trader at Pequot Capital and two years as a capital markets consultant at Thomson Financial. Rory received a BA from Colgate University and an MBA from New York University.
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About Neuberger Berman Group: Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
Jay Longosz
Vice President of Veritas Capital
Prior to Veritas, Jay was an Associate at OMERS Private Equity where he focused on investments in healthcare and business services. Previously, he was an investment banking Analyst at Harris Williams in the Diversified Industrials Group. Jay holds a B.A., cum laude, in Politics from Washington and Lee University and an M.B.A. from Columbia Business School.
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Ted Shanahan
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Alice Li
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Joel Posner
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Dejan Ilic
Vice President of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Dan Bosman
Vice President & Managing Director of TD Bank
Dan Bosman is leading the development of TD Securities global derivatives, valuations and trading risk platforms. Mr. Bosman was previously with RBC Capital Markets, as Global Head of Derivatives Risk and Pricing Technology and Citi as North American Head of Rates and CVA Technology. Mr. Bosman has a BSc. from the University of Southampton.
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About TD Bank: TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.
John Thomas
Executive Vice President of TD Bank
John has 25 years of experience in various service industries including digital media, e-commerce, and financial services. As a seasoned GM, product and business development executive, his expertise lies in the areas of consumer technology and marketplaces, consumer and business payments, and scaled business transformation. John is responsible for Enterprise Innovation and Business Architecture at TD Bank. In this role, he leads a best-in-class center of excellence for innovation, creating a sustainable program to drive business transformation globally for TD. He also leads the bank’s US personalization and insights strategies, and US customer retention. John joined TD Bank from Amazon, where he oversaw product, marketing, engineering, user design, business development and operations for a new business line. Prior to Amazon, John was the Global GM of the Digital Business Group at hibu. John also has 20 years of banking experience in R&D, payments, cards, and commercial lending at numerous companies.
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About TD Bank: TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.
Chad Mitchell
Vice President, Head of Content and Digital Platforms of TD Bank
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About TD Bank: TD Bank is a banking center that provides its clients with retail, small business, and commercial banking products and services.
Enrique Escallon
Vice President of SunTrust Bank
Enrique Escallon is a Member of Board of Directors at National PTA.
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About SunTrust Bank, Truist: Products and services to make banking easy.
Rebecca Cox
Senior Vice President, Commercial Real Estate of SunTrust Bank
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About SunTrust Bank, Truist: Products and services to make banking easy.
Jennifer Lopez
Vice President Of Product Development of Capital One
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Konrad Schwarz
Executive Vice President Commercial Banking of Capital One
Konrad Schwarz is the Executive Vice President Commercial Banking at Capital One.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Nitzan Mekel-Bobrov
Managing Vice President of Machine Learning & AI of Capital One
Nitzan Mekel-Bobrov is managing vice president of machine learning and artificial intelligence at Capital One, where he leads a group of scientists, engineers, researchers, and product managers who are driving ML and AI transformation at the company. Nitzan and his team develop enterprise-scale, real-time intelligent solutions for a broad range of business problems, including forecasting, NLP in customer service and conversational AI, anomaly & fraud detection, reinforcement learning and more. Nitzan earned his master’s degree in computer science and his Ph.D. in bioinformatics from the University of Chicago.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Irakli Nadareishvili
Vice President, Core Innovation of Capital One
Irakli Nadareishvili is currently leading microservices transformation efforts as the Senior Director of the Tech Fellows Group at Capital One. Irakli is a co-author of Microservice Architecture (O’Reilly 2016), and was formerly co-founder and CTO of ReferWell, a NY-based health technology startup. In the past he has also held technology leadership roles at CA, Inc. and NPR.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Hutch Douglas
Vice President Of Product Management of Capital One
Hutch’s mission is to create experiences that support Capital One’s users in the moments that matter. By blending strategy with technical approach, he helps to create experiences that win the hearts and minds of consumers. Hutch most recently led Capital One’s effort to build the Capital One’s Wallet, including pushing discounts to you where you shop, instantly locking your card, digital card reissuance, and big-data solutions to identify and avoid unwanted charges and clean transaction data.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Theresa Bedeau
Vice President, Community Development Banking of Capital One
Theresa Bedeau is a Senior Manager on Capital One’s Community Development Banking team, and is responsible for identifying, developing and implementing activities that promote economic development in NY, NJ, and FL. She manages a network of non-profit partners with a special focus on small business development and financial inclusion. Prior to joining Capital One Bank, Theresa focused her efforts in non-profit management and economic development. As Director of Programs at the Business Outreach Center Network she managed and developed programming to serve culturally diverse and low-income communities. While working for the Trickle Up program, she managed a national network of small business technical assistance providers dedicated to supporting very-low income entrepreneurs to launch and grow viable small businesses. Theresa has a B.A. in Sociology from Cornell University and a Master’s degree in Non-Profit Management and International Finance from NYU’s Wagner School of Public Service
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Managing Vice President – Data Platforms, Strategic Partnerships & Integrations of Capital One
Naveed Anwar is the Managing Vice President – Data Platforms, Strategic Partnerships & Integrations at Capital One.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Carlisle Campbell
Vice President, Corporate Communcations of Capital One
Carlisle Campbell is the Vice President, Corporate Communcations at Capital One.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Ken Dodelin
Vice President, Mobile, Web, Conversational AI & Messaging Product Experiences of Capital One
Ken Dodelin leads Capital One’s Intelligent Assistant, digital messaging (email, SMS, push notifications) and digital content products in the Digital Enterprise organization, based in Vienna, Virginia. Ken joined Capital One in 2015 and has focused on building a new strategy for digital customer communications that includes innovative products in the virtual assistant/AI space. He leads a cross-divisional team that in 2016 made Capital One the first bank to provide customers with access to their account information on the Amazon Alexa platform, and in 2017 the first bank to launch a natural language SMS chatbot (Eno). Prior to joining Capital One, Ken led mobile product development at The Washington Post and Cricket Media. Ken was also Founder and CEO of Mobile Surroundings, which produced the It Happened Here mobile app that reached #1 in iTunes Travel. Ken has a BS in Psychology from The College of William & Mary and a JD/MBA from The University of North Carolina at Chapel Hill. Ken has been an Adjunct Professor teaching graduate-level digital product development courses at Georgetown University for 10 years.
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About Capital One, Georgetown University: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Tom Poole
Senior Vice President of Capital One
Tom Poole is the Senior Vice President at Capital One.
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About Capital One: Capital One is a diversified banking company that offers early and later stage venture, and debt financing investments.
Jingdong Hua
Vice President & Treasurer of THE WORLD BANK
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About THE WORLD BANK, THE WORLD BANK: The World Bank Group provides financial and technical assistance to developing countries.
Makhtar Diop
Vice President of THE WORLD BANK
Makhtar Diop is the Vice President for Infrastructure at World Bank.
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About International Finance Corporation, THE WORLD BANK: The World Bank Group provides financial and technical assistance to developing countries.
Anthony Azzara
Vice President of Citibank
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About Citi, Citibank: Citibank is a global consumer bank providing a host of banking and financial services.
Kate Flanagan
Vice President of 3i Group
Kate joined 3i’s New York Infrastructure team as a Vice President in 2018. Her role is principally focused on the evaluation of infrastructure opportunities in North America and asset management support to 3i’s North American infrastructure assets. Kate has over 9 years’ experience in the infrastructure investment community. Prior to joining 3i, Kate worked at QIC in their newly established North American office for two and a half years where she managed the transport sector for QIC’s North American activities across both business development and asset management. Previously, Kate ran an independent consulting business providing support to equity investors on global transport assets and had a six-year career with Cintra in Texas and Sydney. She was a founding member of Cintra’s Sydney office in her role as Technical Manager, undertaking corporate and business development activities in Australia and Southeast Asia. Her other roles at Cintra included being Traffic and Revenue Manager for Cintra’s North American market. Key responsibilities in these prior roles included deal origination, transaction due diligence, and asset portfolio management. Kate holds a Bachelor of Science in Civil Engineering (Hons) and Master of Science in Civil Engineering, Transportation (Hons), both from the University of Texas at Austin.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
Steve Dorsey
Vice President of 3i Group
Steve joined 3i in 2017 as a Vice President in the North American Infrastructure team. Prior to joining 3i, Steve was an Associate Director at Hastings Funds Management where he was responsible for the origination, execution and management of infrastructure equity investments in the energy, utilities and transportation sectors. Steve began his career as an investment banker at BNP Paribas, where he focused on project finance and advisory in the infrastructure, power and energy sectors. Steve holds a Bachelor’s degree in economics from Bucknell University.
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About 3i Group: 3i is an international investment manager focused on mid-market Private Equity, Infrastructure & Debt Management.
William R. Ireland Jr.
Chief Risk Management Officer & Executive Vice President of National Commerce
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About National Commerce: National Commerce is a a financial holding company that provides various financial services to individuals, businesses, and business owners.
Rajiv Goyal
Executive Vice President of ThoughtFocus
Executive Vice President at ThoughtFocus .
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About ThoughtFocus, ThoughtFocus: ThoughtFocus is a US based, privately held consulting, software engineering and business process management company.
Ellen Gentile
Vice President, Data Quality Manager, Director, Enterprise Data Quality of Sumitomo Mitsui Banking Corporation
Ellen Gentile is the data quality manager for the SMBC Americas Division of Sumitomo Mitsui Banking Corporation. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities, and Pershing, LLC. As SMBC’s data quality manager, Ellen works assiduously to establish and implement all facets of a comprehensive data quality program at the SMBC Americas division.
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About Sumitomo Mitsui Banking Corporation: Sumitomo Mitsui Banking Corporation offers a broad range of financial services centered on banking.
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.
Nick L. Place
Senior Vice President and Chief Lending Officer of Bridgewater Bank
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About Bridgewater Bank: Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic.
Jeffrey D. Shellberg
Executive Vice President & Chief Credit Officer of Bridgewater Bank
Jeffrey Shellberg is a founder of the Company and founding director of the board. He has worked in the regulatory and commercial banking industry for over 30 years. As Executive Vice President and Chief Credit Officer, Jeffrey Shellberg is responsible for all aspects of the Bank’s credit policies and risk management systems. Prior to 2013, Jeffrey Shellberg oversaw the lending division in addition to his responsibilities as Chief Credit Officer. He currently chairs the loan and appraisal committees and plays an integral role in credit actions on the Bank’s largest lending relationships. He serves as the primary contact with all regulatory agencies. Jeffrey Shellberg’s extensive experience in community banking includes strategic planning, policy formation, risk management, asset and liability management, as well as external/internal audit. Prior to joining Bridgewater Bank, Jeffrey Shellberg was Senior Vice President of Klein Bank and began his banking career at the Federal Deposit Insurance Corporation in 1985, where he worked for 15 years. He is a frequent guest panelist at commercial real estate forums across the Twin Cities. Jeffrey Shellberg received his B.S. from Iowa State University and is an alumnus of the Graduate School of Banking at Colorado, Boulder.
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About Bridgewater Bank: Bridgewater Bank is a full-service commercial bank where answers came quickly, opportunities were plentiful, and the culture was optimistic.
Kevin Dahlstrom
Executive Vice President and Chief Strategy Officer of Central Pacific Bank
Kevin Dahlstrom is the Executive Vice President and Chief Strategy Officer at Central Pacific Bank.
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About Central Pacific Bank: Central Pacific Bank provides banking products and services.
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.
Brian Hughes
Executive Vice President, Chief Risk Officer of Discover Financial Services
Brian Hughes was named executive vice president in December 2016 and has served as chief risk officer since May 2016. Since joining Discover in 2012, Brian has also held leadership positions in the Deposits business and Cardmember Marketing. Prior to joining Discover, Brian worked at HSBC, where he served as CEO and senior executive vice president of HSBC’s U.S. credit card business. Brian holds a Bachelor of Science degree in electrical engineering with high honors from University of Illinois in Champaign and an M.B.A. with high honors from the Booth School of Business at The University of Chicago.
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About Discover Financial Services: Discover Financial Services is a direct banking and payment services company.
Alisa Ellis
Vice President & Global Products & Solutions of Discover Financial Services
Alisa Ellis is Vice President, Digital & Emerging Products with responsibility for creating and executing a comprehensive digital product strategy for the Discover Global Network. In this role, she manages the full product lifecycle – from solution development to product deployment and management – focusing on the areas of mobile/digital payments, security/authentication and emerging payment modalities. Ms. Ellis joined Discover in 2011, and has had responsibility for various functions supporting mobile initiatives and emerging solutions, including creating, articulating and driving the emerging payments strategy for the Discover Network. She also served as a Chief of Staff to the senior executive responsible for Payment Services at Discover, including Discover Network, PULSE and Diners Club International. In this role, she was responsible for managing governance structures for the business, as well as driving coordination and alignment of key strategic priorities across Payments’ diverse business units. Prior to joining Discover, Ms. Ellis held Vice President positions at HSBC North America, including Vice President, Market Intelligence and Vice President, Payment Products, both in the Card & Retail Services Division. Her responsibilities included delivering insights on competitive positioning and market dynamics and developing and operationalizing new payment capabilities. Prior to HSBC she held a variety of positions in corporate strategy and finance. Ms. Ellis holds an MBA in Strategy, Finance and Accounting from the Kellogg School of Management, and a BS in Journalism from Northwestern University. Screen reader support enabled.
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About Discover Financial Services: Discover Financial Services is a direct banking and payment services company.
Pradeep Vallanur Ramesh
Vice President, Fraud Risk Management of Discover Financial Services
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About Discover Financial Services: Discover Financial Services is a direct banking and payment services company.
Rich McGhee
Senior Vice President, Technology of Discover Financial Services
Rich McGhee is the SVP of technology at Discover Financial Services.
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About Discover Financial Services: Discover Financial Services is a direct banking and payment services company.
Christine Loredo
Vice President, FinTech Evangelism & Innovation Programs of Yodlee
As Vice President, FinTech Evangelism, Christine is responsible for creating more value and innovation for FinTech start-ups via Yodlee’s data platform enabling disruptive solutions. She founded and established Yodlee’s award winning global incubator & built partnerships with accelerators & influencers across the global financial technology arena. She launched both Yodlee’s API and data businesses which ultimately led to a successful IPO and acquisition by Envestnet. Bringing more than 18 years’ experience productizing & marketing digital products and services to both B2B and consumer audiences. She also led marketing at leading brands including FuzeBox, Match.com, Yahoo!, and AOL. At Yahoo!, she was responsible for marketing Yahoo!’s global mobile services, which enjoyed a #1 mobile Web portal position. Christine is an advocate for women in tech and currently advises many women led start-ups. She holds a Masters in International Management from Thunderbird, a Masters of Business Administration from the University of Colorado at Denver and an undergraduate degree from the University of Colorado at Boulder.
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About Yodlee: Yodlee is a provider of financial applications that offers solutions for banks, entrepreneurs and individuals.
