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 Financial Services 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.
Oren Yunger
Vice President of GGV Capital
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About GGV Capital, Silicon Valley CISO Investments: GGV Capital is a global venture capital firm that invests in local founders.
Tiffany Luck
Vice President of GGV Capital
Tiffany Luck joined GGV Capital in 2018 and is focused on enterprise software. Prior to joining GGV, Tiffany was with Morgan Stanley’s Technology Investment Banking Group in Menlo Park where she worked on several major transactions, including GitHub’s recent sale to Microsoft for $7.5 billion. Prior to Morgan Stanley, Tiffany spent time at Amazon and worked with several venture-backed startups. Tiffany received a BS from the University of Virginia and an MBA from the Wharton School of the University of Pennsylvania.
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About GGV Capital: GGV Capital is a global venture capital firm that invests in local founders.
David Grenetz
Vice President of Global IT of GGV Capital
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About GGV Capital: GGV Capital is a global venture capital firm that invests in local founders.
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.
David Faugno
Executive Vice President of Accel
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About Accel, Qualtrics: Accel is an early and growth-stage venture capital firm that helps a global community of entrepreneurs.
Jonathan Rosenbaum
Vice President of Insight Partners
Jonathan joined Insight in 2014. Prior to joining Insight, Jonathan worked as an associate at the Boston Consulting Group and analyst at Johnson & Johnson in Zug, Switzerland. Jonathan graduated from the University of Pennsylvania’s Jerome Fisher Program in Management and Technology, receiving a degree in Entrepreneurship from the Wharton School of Business and a degree in Biomedical Engineering from the School of Engineering and Applied Science. At Penn, Jonathan ran the Weiss Tech House, the school’s largest technology focused entrepreneurial group and served as president for both the Beta Theta Pi Fraternity and the Engineering Deans’ Advisory Board. He also won the Spade Ivy Day Award, representing the fourth highest honor for leadership among men within the entire senior class and was the Engineering School’s Undergraduate commencement speaker. Outside of work, he is an passionate Philadelphia sports fan and enjoys weightlifting, nutrition and trying new foods, and spending time with family and friends.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Daniel Aronovitz
Vice President of Insight Partners
Dani joined Insight in 2014. His career experience prior to Insight includes financial analysis and due diligence at JANA Partners, an activist hedge fund based in New York. Dani has also spent time at middle-market private equity firms such as Lincolnshire Management, Trilantic Capital Partners, and Footbridge Partners, conducting in-depth research, performing valuation analysis, and sourcing potential investment opportunities. Dani graduated with honors from New York University’s Stern School of Business with a BS in Finance and Accounting. His passions outside of work include skiing, traveling, sporting events and attending concerts in and around NYC. Dani also enjoys competing in fantasy sports leagues and is an avid New York Giants fan.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
AJ Malhotra
Vice President of Insight Partners
AJ Malhotra joined Insight in 2014. Previously, he worked at Viacom, specifically for Nickelodeon in their e-commerce department. Prior to that, he worked at a financial media start-up in New Jersey. AJ received a BBA from the University of Michigan’s Stephen M. Ross School of Business, with concentrations in both finance and entrepreneurship. While in college, AJ ran one of the largest undergraduate investment funds in the country as well as planning the fund’s annual undergraduate pitch competition. In his free time, AJ enjoys following New York and University of Michigan sports, watching indie films, traveling, and live music.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Joseph DeBonis
Vice President of Insight Partners
Joe DeBonis began working for Insight in 2020. Prior to joining Insight, he worked as a Consultant with Bain & Company in their offices in New York, Boston, and New Delhi. Joe worked at Bain on growth and product strategy, supply chain optimization, and operating model design for clients in retail, consumer goods, healthcare, media, and financial services. He also gained business and pedigree expertise.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Philine Huizing
Vice President of Insight Partners
Philine joined Insight in 2016. She focuses on both high growth and mature software businesses, particularly in cybersecurity and infrastructure software. Previously, she spent time on Insight’s Onsite team, working closely with portfolio executives on GTM strategy, product strategy, and M&A. Prior to Insight, she worked as a consultant at McKinsey & Company’s New York Office. Her work at McKinsey focused largely on growth and transaction strategy, advising clients across a variety of industries including financial services and financial technology, pharmaceuticals, and industrials. Philine graduated from MIT in 2014 with a B.S. in Mechanical Engineering with a concentration in product design and a minor in Management Science. Originally from the Netherlands, she also spent some time living in the U.K. before heading to Boston. In her free time, Philine loves skiing, watching crime tv shows, and hiking (favorite so far is Ben Lomond peak in New Zealand!)
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
David Spiro
Vice President of Insight Partners
David Spiro joined Insight in 2014. Previously, he worked for Stone Point Capital, a private equity firm that invests in financial services companies. David also worked on the Equity Capital Markets desk at Citigroup, where he advised companies that were raising capital through IPOs and follow-on offerings. David graduated summa cum laude from The Wharton School of the University of Pennsylvania and was elected to Beta Gamma Sigma. He graduated with a BS in Economics and had a dual concentration in ‘Operations & Information Management’ and ‘Legal Studies & Business Ethics’. During his junior year, David studied abroad at University College London. Outside the office, David is an avid sports fan and has competed in over 50 professional, amateur, and junior golf tournaments. David also enjoys traveling and spending time with family and friends.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Matt Koran
Vice President of Insight Partners
Matt Koran joined Insight in 2016. Previously, he worked at Guggenheim Securities, where he was a Sales and Trading Analyst. While there, he created and delivered a daily, firm-wide analysis on market activity and trends. Prior to that, he worked at the Chicago Board of Trade as an Assistant Trader, where he developed trading strategies in the futures market. Matt graduated from Harvard University with a BA in Economics. During his time there, Matt played linebacker on the football team and served as Harvard’s 142nd team captain. Matt also acted as director for Crimson in the Community, a community service initiative that organized and ran blood drives, mentorship programs, bone marrow drives, and sports clinics for children with special needs. Outside of work, Matt is an avid sports fan and enjoys traveling, weightlifting, and spending time with his family and friends.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Rebecca Liu-Doyle
Vice President of Insight Partners
Rebecca joined Insight in 2016. Prior to Insight, she worked as a management consultant in McKinsey & Company’s New York office. Her work at McKinsey spanned a number of topics, including growth strategy, M&A, product development, and frontline transformation. She spent a significant amount of time advising clients in the financial services and consumer packaged goods industries. Rebecca graduated summa cum laude from Yale University with a BA in Ethics, Politics, and Economics. She grew up bouncing between states and has lived in Louisiana, Missouri, Wisconsin, and Utah. In her spare time, Rebecca enjoys eating and shopping her way through the city, cycling, Marvel superhero movies, art history, and international travel. She is fluent in Chinese, and has a black belt in Tae-Kwon-Do.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Henry Frankievich
Vice President of Insight Partners
Henry joined Insight in 2016. He focuses on investments in both high growth and mature software businesses with an emphasis on leveraged buyouts and majority recapitalizations. Prior to joining Insight, Henry was a member of the technology investment team at TA Associates. Henry completed investments in multiple software companies, and his role included leading sector-focused sourcing initiatives, conducting operational and market due diligence on new investments, and working closely with portfolio company management teams at the board level to support post-close goals, including identifying portfolio M&A opportunities. Previously, Henry worked in the Investment Banking division at Credit Suisse. He graduated with honors from the University of Chicago with a bachelor’s degree in Economics. Henry previously served as Co-President of the Private Equity Association of Boston and a member of United Way’s PE / VC Council.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Neal Behrend
Vice President, Marketing COE of Insight Partners
Neal Behrend is a Vice President on the Insight Onsite team. Prior to joining Insight, Neal led marketing at Brigit, where he helped rapidly scale paid social channels before pivoting to focus on customer retention and value optimization during the COVID recession. Prior to joining Brigit, Neal was the Head of Growth at MoneyLion and oversaw conversion optimization efforts at Unison. He has also worked as an engagement manager at Oliver Wyman in management consulting.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Josh Zelman
Vice President of Insight Partners
Josh Zelman joined Insight in 2015. Prior to joining Insight, he worked on the Data Science team at BuzzFeed where he evaluated business performance from a data-oriented perspective and developed an appreciation for analytically driven decision-making. Josh graduated summa cum laude from the School of Engineering and Applied Science at the University of Pennsylvania with a BSE in Systems Science and Engineering and minors in both Engineering Entrepreneurship and Mathematics. During his time at Penn, he led a team of student consultants for Consult for America that provided business development resources to local entrepreneurs. In his spare time, Josh enjoys traveling with friends, running outdoors, and cooking.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Hannah Gräfin von Waldersee
Vice President, Strategy & Innovation of Insight Partners
Hannah Gräfin von Waldersee currently works as the Vice President in Strategy and Innovation for Insight Partners. She previously worked at Declare as the CEO.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Thomas Norris
Vice President of Insight Partners
Thomas Norris currently works as the Vice President for Insight Partners. He previously worked at Bain & Company as the Senior Associate Consultant.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Lydia Chen
Vice President, Marketing Strategy & Communications of Insight Partners
Lydia joined Insight in 2017. Prior to Insight, she worked as a strategy consultant at McKinsey & Company in New York, where she advised clients in the technology, financial services, and healthcare industries. Her projects covered several functional topics including revenue growth, M&A, and channel sales strategy. Lydia graduated from Harvard University where she studied Applied Mathematics with a focus in Economics and Computer Science. Originally from Boise, ID, Lydia feels passionately about nature documentaries, animated films, food, and hiking the Pacific Northwest.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jared Rosen
Vice President of Insight Partners
Jared Rosen joined Insight in 2015. Prior to joining Insight he worked at Amplify.LA and LearnLaunchX, startup accelerators in Los Angeles and Boston focused on consumer software and edtech, respectively. Jared graduated cum laude from Harvard University with a BA in History of Science and a minor in Computer Science. His academic work explored the interdependence of technological advancement and societal change and earned him departmental honors. Outside of work Jared enjoys golf, scuba diving, craft beer, and photography.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Veronica Fereance
Vice President, Management Company Controller of Insight Partners
Veronica joined Insight in 2011. Prior to joining Insight, Veronica was a senior accountant at Eton Park Capital Management, LP, focused on the accounting and valuation of their emerging markets private equity vehicles. Before joining Eton Park, Veronica was a senior accountant at Perry Capital, LLC. Her responsibilities there included the asset management and accounting of each investment in their real estate portfolio. Veronica began her career in 2004 as an Auditor and Consultant at Ernst & Young, LLP in the Financial Services Division, where she provided assurance and business advisory services for hedge funds, private equity funds, and banking and capital markets clients. Veronica has a BS in Accounting from Fordham University and is a Certified Public Accountant in the State of New York.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Molly McCarthy
Vice President and Chief of Staff of Insight Partners
Molly joined Insight in 2019 as Vice President and Chief of Staff for Deven Parekh. She focuses on process optimization, external engagement, and strategic projects spanning all areas of the firm. Prior to joining Insight, Molly was Chief of Staff for the NYC Economic Development Corporation’s Asset Management division. She’s also a recovering politico and spent 9 years on Capitol Hill before moving to New York, including 7 years covering commerce, trade, and research funding and policy for the Senate Appropriations Committee. She is a two-time University of Virginia graduate with a Master’s degree in Public Policy and a B.A. with distinction in Political Philosophy, Policy and Law and Foreign Affairs. In her free time, Molly is typically juggling a dozen books, making friends with strangers’ dogs, and trying to see everything on Broadway.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Barrie Markowitz
Executive Vice President, Marketing COE of Insight Partners
Barrie Markowitz joined Insight in 2019 as Executive Vice President on the Insight Onsite team. Barrie works with portfolio companies on accelerating growth through marketing performance and talent management. Prior to Insight, Barrie founded bmark & others, a marketing consultancy specializing in high growth, recurring revenue businesses. Prior to founding bmark & others, Barrie was the Chief Marketing Officer for Unirush, a pre-paid card company owned by The Carlyle Group. Barrie was responsible for acquisition, customer engagement, customer retention, public relations, social community, corporate social responsibility, and advocacy. Prior to RushCard, Barrie was Vice President of Marketing for Audible, an Amazon company. Barrie also spent seven years at the United States Tennis Association as the Managing Director of Membership. Prior to the USTA, Barrie spent 14 years at American Express where she managed customer acquisition, customer retention, new product development, and partner relationships for marquis consumer products such as the Platinum Card, Centurion Card, Costco Cobrand Card, Delta Skymiles Credit Card, and the Membership Rewards Program. Barrie holds a Bachelor of Arts from the University of Pennsylvania and an MBA from the NYU Stern School of Business.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Helen Hua
Vice President, Talent COE of Insight Partners
Helen joined Insight in 2017 to lead executive networking, best practices and other executive talent initiatives across the Insight portfolio. Prior, Helen was a Principal at True Search, an international executive search firm. At True, she led and drove executive searches across scaling venture and private-equity backed technology companies. Helen started her career at the U.S. Security and Exchange Commission’s office of Enforcement in their Office of Market Intelligence in Washington, D.C. She graduated with honors from Smith College, with dual degrees in American Studies and Government. Helen is a food enthusiast, always searching for the best restaurants, food stands and farmers markets in New York and the Bay Area.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jenna Sigman
Senior Vice President, Talent COE of Insight Partners
Jenna Sigman joined Insight in 2017 and is a principal on the Insight Onsite team. She works closely with the executive team of portfolio companies to accelerate growth, build their teams and scale operations. Prior to Insight, Jenna spent 5 years at TravelClick as a key leader in scaling and transforming its digital marketing services businesses. As Vice President of TravelClick’s Media and Web Solutions, she led several initiatives that fueled the business’s growth. She launched recurring-revenue subscription products, secured and expanded partnerships, overhauled operations and transformed the go-to-market approach. Prior to TravelClick, Jenna spent 4 years at American Express and 3 years at Citibank. At American Express she led the launch of Personal Savings, American Express’s Direct Bank and was responsible for sales and marketing, including go-to-market, channel programs, resource plan and brand/performance. At Citibank, she gained exposure to brand marketing, product marketing and product management. Jenna graduated from Binghamton University, School of Management with a Bachelor of Science in Business Administration and a concentration in Marketing.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Nikki Parker
Vice President, Marketing Strategy of Insight Partners
Nikki Parker is Vice President of Marketing Strategy and Communications at Insight Partners where she is responsible for articulating and amplifying the iconic firms leadership position in the industry and the unprecedented value it brings to their portfolio of software and technology companies. Nikki has extensive experience implementing integrated communications and marketing programs, as well as running strategy for businesses within every stage of their lifecycle, from startup to IPO. Departing leading PR firm 5W where Nikki, as Senior Vice President, led the vision and direction of the agency’s consumer tech, B2B, enterprise, and crisis communications practices. Nikki built high impact communications programs for some of the world’s most respected brands and took great pride in leading a team of formidable PR practitioners. Nikki began her career in innovation solutions driving every aspect of a go-to-market strategy, from ideation, business plan development, and marketing execution. This provided Nikki with a 360-degree view of how to build and execute on strategy that will ensure product or business success, as well as strong stakeholder management skills to ensure buy-in. Nikki then applied this business acumen in a variety of roles, working with multiple high growth technology companies across the consumer, cyber security, AI, SaaS and marketplace sectors, where she led global growth, marketing, communications and investor relations. Having navigated and executed numerous funding rounds, IPOs, acquisitions, product launches, new market expansions and other business milestones Insight Partners and its portfolio companies will encounter, Nikki brings to the firm sophisticated instinct but, remains the hardworking, scrappy operator that has led many businesses to greater success. Nikki holds a Bachelor of International Studies from The University of Sydney and completed the Harvard Business School Building a Culture of Innovation program in 2018. Nikki is a fitness, food, and travel aficionado (and not exactly in that order)!
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jed Heller
Vice President, Head of Human Capital of Insight Partners
Jed Heller currently works as the Senior Vice President for Insight Partners. He previously worked at Foursquare as the Senior Director of Human Resources.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Dionne Chingkoe
Vice President, Onsite of Insight Partners
Dionne Chingkoe currently works as the Principal for Insight Partners. She previously worked at Anaqua as the Board Observer.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Paul McDonnell
Vice President of Insight Partners
Paul McDonnell currently works as the Vice President for Insight Partners. He previously worked at Rokt as the Vice President Product Marketing.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Travis Kassay
Executive Vice President, Sales COE of Insight Partners
Travis joined Insight in 2019 as an EVP on the Insight Onsite team. Travis partners with portfolio company CEOs and their leadership teams to build scalable and effective go-to-market strategies. Leveraging his more than 20 years of experience in sales, inside sales, and sales operations, Travis consults with portfolio companies to address challenges and opportunities that they face in scaling their organizations. Travis also engages in Sales Due Diligence reviews of potential portfolio investments. Prior to joining Insight, Travis developed and led the sales operations and inside sales organization at York Risk Group, an insurance third party administrator. During his tenure at York Risk, they achieved record sales each year and redesigned their sales and go-to-market strategy. Recently York Risk Group was acquired by Sedgwick creating the largest global third party administrator. Travis spent 6 years at ADP in sales operations roles. He led the sales operations and business consulting teams for ADP’s Global Enterprise Sales team which generated more than $300m annually. He also created an organization that optimized the territories and quotas for all of ADP’s 7000 sales reps. He managed the sales business intelligence team and predictive analytics team. Earlier in his career, Travis held various leadership roles in sales operations and finance across Tyco Telecom, Avaya, and American Express. Travis received a BS from the Carroll School of Management at Boston College, and his MBA from NYU’s Stern School of Business. Travis is originally from New Jersey, but now resides in Milton, GA with his wife, son, and daughter.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Caitlin DiPasquale
Vice President of Insight Partners
Caitlin DiPasquale currently works as the Vice President for Insight Partners. She previously worked at KKR as the Associate.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Bruce Epstein
Executive Vice President, Engineering of Insight Partners
Bruce Epstein currently works as the Executive Vice President, Engineering for Insight Partner. He previously worked at Industrious as the Director Of Engineering.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Meg Fitzgerald
Vice President of Insight Partners
Marketing and technology leader with a passion for growth, lean building, and entrepreneurship.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Jeffrey Tente
Vice President, Tax of Insight Partners
Jeffrey Tente joined Insight in 2019. He previously worked in Private Client Services at PricewaterhouseCoopers LLP in North Carolina and in Business Tax Services at Deloitte Tax LLP in New York where he provided tax compliance and planning services to various alternative asset managers. In his most recent role at KKR & Co., Jeffrey was responsible for the tax reporting of the publicly traded companies, KKR & Co. L.P. and KKR & Co. Inc., in addition to other KKR funds. Jeffrey graduated cum laude from Elon University in 2009 and is a Certified Public Accountant in North Carolina.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Kelly Hardeman
Vice President, IR & Capital Formation of Insight Partners
Kelly Hardeman is a Senior Associate of Marketing and Investor Relations at Pegasus. Previously, Ms. Hardeman was an Associate in the Private Equity investor relations group at Morgan Stanley. Ms. Hardeman is a graduate of New York University. She joined Pegasus in 2009.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Katy Ganguli
Vice President, Talent COE of Insight Partners
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Charlene Chen
Senior Vice President, Insight Onsite of Insight Partners
Charlene Chen currently works as the Senior Vice President for Insight Partners. She previously worked at Locality as the Head of Growth.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Max Wolff
Vice President of Insight Partners
Max Wolff joined Insight in 2015. Prior to joining Insight, he co-founded Altair Prep, an education technology company that offered SAT classes complemented by a data-driven software platform that personalizes students’ study schedules. Altair expanded to have offices in three states and culminated in the sale of the software to a larger education company. He also previously worked as an analyst at Oppenheimer and Co. Max graduated summa cum laude from the Huntsman Program at the University of Pennsylvania, with a BS in Economics with a concentration in Finance from the Wharton School of Business and a BA in International Studies from the College of Arts and Sciences. He speaks German and Japanese. In his free time, he enjoys biking, playing soccer, reading The Economist, and traveling to off-the-beaten path destinations.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
James Wood
Vice President, Pricing Strategy of Insight Partners
James joined Insight in 2019 as a Vice President. He works closely with portfolio companies to drive growth, maximize value capture and optimize their go-to-market approach through pricing and packaging strategy improvements. Prior to joining Insight, James was Head of Pricing at Segment, designing and owning implementation of their packaging and pricing model from Series B through Series D. Before this he was a strategy consultant specializing in pricing and go-to-market strategy at Simon-Kucher and Partners. He worked on 40+ engagements, mostly in software and subscription businesses, for their London and San Francisco offices. James is originally from Bristol, UK, and graduated from the University of Manchester with a BSc in Business Management. In his spare time, James enjoys soccer, concerts, skiing, mountain biking, traveling and spending time with his family back across the pond.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Dave Cates
Vice President of Insight Partners
Dave joined Insight in 2017 and works with portfolio companies to accelerate growth and scale operations. Prior to Insight, he worked as a Consultant with Bain & Company in their Boston office and as Strategy & BizOps Manager at Skillshare. At Bain, he focused on growth strategy, M&A, and private equity diligences of enterprise software and consumer internet businesses. At Skillshare, he worked with the executive team on shaping company strategy, scaling operations, and managing investor relations. Dave also worked at Accion Venture Lab, supporting seed stage portfolio companies on issues of product-market fit & growth strategy, and at the World Bank, consulting on social protection and poverty reduction in Swaziland. Originally from Kennett Square, PA, Dave attended the University of Virginia as a Jefferson Scholar and graduated with a BA in Economics and a Master’s of Public Policy.
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About Insight Partners: Insight Partners is a private equity firm that invests in growth-stage technology and software companies.
Sara Ahmed Holman
Vice President of Innovation Endeavors
Sara Ahmed Holman currently works as the Vice President for Innovation Endeavors. She previously worked at Sprogs as the Board of Directors.
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About Innovation Endeavors: Innovation Endeavors invests in visionary founders, transformational technology, and emergent ecosystems for a new world.
Ali Jordan
Vice President of Innovation Endeavors
Ali Jordan currently works as the Vice President for Innovation Endeavors. She previously worked at Diane von Furstenberg as the West Coast PR Director.
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About Innovation Endeavors: Innovation Endeavors invests in visionary founders, transformational technology, and emergent ecosystems for a new world.
Oivind Lorentzen
Vice President of Oak HC/FT
Oivind Lorentzen (FT), a Vice President at Oak HC/FT, joined the firm in 2015 and focuses on growth equity and early-stage venture opportunities in FinTech. Oivind currently serves as a Board Observer at Panorays and Rapyd. Prior to joining Oak HC/FT, Oivind was an Analyst at Morgan Stanley where he focused on the energy and natural resources sector. Oivind received a Bachelor of Science degree from Stanford University.
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About Oak HC/FT: Oak HC/FT is a venture and growth equity investment firm that focuses on healthcare information services and financial service technology.
Andy Smith
Vice President of Oak HC/FT
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About Oak HC/FT: Oak HC/FT is a venture and growth equity investment firm that focuses on healthcare information services and financial service technology.
Linda Yu
Vice President & Investment Director of SoftBank Vision Fund
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About SoftBank Group, SoftBank Vision Fund: SoftBank Vision Fund specializes in growth capital and social impact investments.
Ryan Lucas
Vice President of SoftBank Vision Fund
Ryan is the Vice President at SoftBank Investment Advisers. Prior to joining SoftBank in 2018, Ryan was a Senior Consultant at EY where he focused on operational due diligence in the Technology and Consumer Product industries. Ryan began his career at EY as a Consultant and supported clients in the Financial Services industry.
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About SoftBank Vision Fund: SoftBank Vision Fund specializes in growth capital and social impact investments.
Philippe El Khazen
Vice President of Valor Equity Partners
Philippe is a Vice President at Valor Equity Partners, an operational growth investment firm focused on non-control and control investments in high growth companies across various stages of development. Philippe joined Valor in 2012 as an Operations Specialist. In this capacity, he led post-acquisition improvement projects and provided operational support to several portfolio companies across the consumer, manufacturing, and healthcare sectors. Prior to joining Valor, Philippe was a member of the aerospace navigation laboratory at the Illinois Institute of Technology where his research focused on a new algorithm to enhance the integrity performance of the Global Navigation Satellite System using both GPS and Galileo constellations. Philippe holds a Master’s degree in Aerospace and Mechanical Engineering (with Highest Honors) from the Illinois Institute of Technology, as well as a Master’s degree in Mechanical and Materials Engineering from INSA of Strasbourg, France. In addition, Philippe was awarded the CFA charter in September 2016. He is fluent in French and Arabic and intermediate in Spanish.
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About Valor Equity Partners: Valor Equity Partners is an operational growth investment firm focused on high growth companies across various stages of development.
Anthony Ha
Vice President of Content of Eniac Ventures
Anthony Ha is a Vice President of Content at Eniac Ventures. Previously, he worked as a tech writer at Adweek, a senior editor at the tech blog VentureBeat, and a local government reporter at the Hollister Free Lance. He lives in New York City.
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About Eniac Ventures: Eniac Ventures leads seed rounds in bold founders who use code to create transformational companies.
Rachel Manson
Vice President of Marketing of Lightspeed Venture Partners
Rachel Manson currently works as the Vice President of Marketing for Lightspeed Venture Partners. She previously worked at Cutline Communications as the Vice President.
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About Lightspeed Venture Partners: Lightspeed Venture Partners is a venture capital firm that engages in consumer, enterprise, technology, and cleantech markets.
Michaela Balderston
Vice President of Communications of Tusk Venture Partners
Michaela brings experience in strategic communications, issues management and advocacy campaigning to Tusk’s clients. She joined Tusk Ventures from Nestlé, where she managed corporate and crisis communications in the U.S. She was responsible for overseeing and growing the company’s digital strategy and worked directly with the Public Affairs team to build strategic partnerships and expand the company’s Creating Shared Value work in the areas of water, rural development and nutrition. Prior to joining Nestlé, Michaela led strategic communications at The ONE Campaign, Bono’s campaigning and advocacy organization. During her time at ONE she created integrated communication strategies that drove measurable actions in the fight against extreme poverty and preventable disease. These efforts helped to pass legislation despite a polarized U.S. Congress, including the Electrify Africa Act, a public-private initiative to bring electricity to more than 50 million people in sub-Saharan Africa by 2020. Her work took her around the world, campaigning in Africa, Europe and North America. She began her career at Direct Impact in Washington, D.C., Burson-Marsteller’s grassroots communications agency. A native of Alexandria, Virginia, Michaela is based in New York City and is a graduate of Colgate University, where she double-majored in Political Science and Middle Eastern Studies.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Jed Lenzner
Vice President of Tusk Venture Partners
Jed Lenzner is the Vice President at Tusk Venture Partners.
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About Tusk Venture Partners: Tusk Venture Partners invests in early-stage technology startups operating in highly-regulated markets.
Charles Walton
Senior Vice President, Digital Identity Products of Mastercard
Charlie has been involved in the information security industry for more than 30 years, currently responsible for digital identity services within Morpho’s Government Identity Solutions division. Prior he was CEO of Toronto-based SecureKey and responsible for the launch and growth of the SecureKey Concierge Network. As COO and General Manager for Aix-en-Provence based INSIDE Secure, he was responsible for defining business strategy, driving product strategy and development, and leading the launch of new semi-conductor products. His early career included the founding of Caradas which was a security services company in the bankcard industry, COO at Certco which was the founding ground for Identrus, the founder of GTE Cybertrust, and multiple roles in large-scale secure system development at GTE for the defense industry.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Rohit Chauhan
Executive Vice President of Artificial Intelligence of Mastercard
Rohit Chauhan is the EVP of artificial intelligence at MasterCard Worldwide.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Andreas Spengel
Vice President International Markets of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Russ Barenboym
Vice President of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Zahir Khoja
Executive Vice President, Global Merchant Solutions and Partnerships of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Lars Albright
Executive Vice President data and services, Global merchant loyalty ( CEO Session M) of Mastercard
Lars is a proven entrepreneur with extensive experience in the mobile and digital media industries and currently working as Executive Vice president in mastercard.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Daniel Ruggeri
Vice President Of Software Engineering – Middleware of Mastercard
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About Mastercard, Washington University in St. Louis: Mastercard provides payment processing products and solutions, and related consulting services.
Ranjita Iyer
Senior Vice President, Cyber & Intelligence Solutions of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Sherri Haymond
Executive Vice President, Digital Partnerships of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Cathy Baker
Executive Vice President of Mastercard
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About Applied Predictive Technologies, Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Lance Gruner
Executive Vice President, Global Customer Care of Mastercard
Lance Gruner is an executive vice president at MasterCard focused on global customer care.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Len Sanker
Senior Vice President (SVP) Software Engineering, Cyber & Intelligence of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
James Anderson
Executive Vice President – Commercial and B2B Solutions of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Sadiq Mohammed
Vice President, Mobile Payments of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Shubhra Srivastava
Vice President, Global Product Management of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Trisha Asgeirsson
Senior Vice President, Global Retail and Commerce Loyalty Lead of Mastercard
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About Mastercard, Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Chris Merz
Vice President, Security and Decision Products of Mastercard
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About Mastercard, MasterCard Labs: Mastercard provides payment processing products and solutions, and related consulting services.
Matt Miller
Vice President – Digital Partnerships of Mastercard
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About Mastercard, Mastercard, Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Shari Krikorian
Senior Vice President of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Michelle Hafner
Senior Vice President, Cyber & Intelligence Solutions of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Stuart Vaeth
Vice President, Digital Identity of Mastercard
“Stuart Vaeth joined Diversinet in 2004 and is responsible for product strategy, strategic partnerships, and directing Diversinet’s industry standards activities. Mr. Vaeth has 20 years experience in the information security industry, specializing in encryption and authentication technologies. Prior to Diversinet, he was director of product marketing with nCipher, a leading cryptographic hardware provider. Mr. Vaeth spent the first 12 years of his career with GTE, where he was chief architect for the CyberTrust PKI product line. Mr. Vaeth received a BSEE degree from Bucknell University and earned his MBA at the Boston University School of Management. He is a frequent speaker at wireless and security industry conferences and is co-chair of the OATH (Initiative for Open Authentication) Technology Group.” (Source: [Diversinet](http://www.diversinet.com/html/organization/managementteam.html))
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Ronald Green
Executive Vice President, Chief Information Security Officer of Mastercard
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About Financial Services Council, Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Erika Brown Lee
Senior Vice President and Assistant General Counsel of Mastercard
Manage team responsible for working with business units to enable product development while ensuring compliance with privacy and data protection laws across the company’s products and services, including payment processing, data analytics, marketing, digital payments, and fraud-related activities for North America, Latin America and the Caribbean. Conduct regulatory engagement and monitor and analyze pending legislation. Partner with Information Security to revise, update, and execute incident response program.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Amyn Dhala
Vice President Global Head of Product of Mastercard
Amyn Dhala is currently Vice President, AI Express in the Cyber and Intelligence Solutions team at Mastercard. He launched and manages the Mastercard AI Express program in which Mastercard enables Financial Institutions, Merchants and other verticals, adopt AI swiftly and smartly. In his current role, Amyn leads AI Express Product Strategy and AI Express engagements where he collaborates with the AI Express team of product managers and data scientists – right from problem identification for customers to developing production-ready AI models for them which can be deployed. Prior to this, Amyn has over fifteen years in leading Product and Sales Teams globally across Financial Services, E-Commerce and Consumer Goods. Before joining Mastercard, Amyn launched products such as Amazon Pay and Amazon Prime on Your Site at Amazon. Amyn has an MBA in Strategy & Marketing from Yale and his bachelors from BITS, Pilani, India.
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
Stefany Bello
Vice President- Digital Partnerships, Latin America and the Caribbean of Mastercard
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About Mastercard: Mastercard provides payment processing products and solutions, and related consulting services.
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.
Khary Scott
Vice President, Head of Partnerships of Fundbox
Khary Scott is the Vice President and Head of Partnerships at Fundbox. He is an executive with an entrepreneurial mindset that strives to put an organization at the center of the commerce revolution. Prior to joining Fundbox, he was the Vice President for Business Development – Small Business Card at Capital One.
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About Fundbox: Fundbox is an AI-powered financial platform for small businesses.
Patrick Morrison
Vice President of Khosla Ventures
Patrick Morrison is Vice President of Talent at Khosla Ventures, where he works across the portfolio advising entrepreneurs on executive search and talent strategy. Prior to Khosla Ventures, Patrick led executive search for Adobe’s $7B Digital Media business, as well as its Cloud Technology organization. He joined Adobe from Korn Ferry, a leading organizational consulting firm, where he managed C-suite search engagements for marquee consumer digital and enterprise technology clients. Before Korn Ferry, Patrick was a Principal at Bespoke Partners, a boutique search firm that partnered exclusively with Venture Capital and Private Equity clients. He began his career as an attorney at a business litigation firm in San Diego. Patrick holds a JD from University of San Diego School of Law and a BA from Arizona State University, where he graduated Summa Cum Laude. He was born in Arizona but lives in San Francisco, where he’s perennially cold.
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About Khosla Ventures: Khosla Ventures is a venture capital firm that focuses on environmentally friendly tech, internet, computing, mobile, and silicon tech.
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.
Bryan Mason
Vice President and Head of Network of True Ventures
Bryan is the Chief Business Officer at VSCO, working to grow VSCO next lines of revenue. He’s an entrepreneur, investor, and advisor – putting time and money into companies like About.me, Medium, Blue Bottle, Lumi, and Matilda. He started Typekit in 2009. Adobe bought it in 2011. While at Adobe, he managed business operations for the launch of Creative Cloud. He was the Chief Operating Officer Adaptive Path, a user experience firm (acquired by Capital One). At Adaptive Path, they made the analytics tool Measure Map, which sold to Google. He’s worked with smart people in all kinds of settings, like the Salt Lake Olympics, The White House, Lincoln Center Theater, Blogger and Twitter.
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About True Ventures, VSCO: True Ventures is a venture capital firm that invests in early-stage technology startups.
Bryan Mason
Vice President and Head of Network of True Ventures
Bryan is the Chief Business Officer at VSCO, working to grow VSCO next lines of revenue. He’s an entrepreneur, investor, and advisor – putting time and money into companies like About.me, Medium, Blue Bottle, Lumi, and Matilda. He started Typekit in 2009. Adobe bought it in 2011. While at Adobe, he managed business operations for the launch of Creative Cloud. He was the Chief Operating Officer Adaptive Path, a user experience firm (acquired by Capital One). At Adaptive Path, they made the analytics tool Measure Map, which sold to Google. He’s worked with smart people in all kinds of settings, like the Salt Lake Olympics, The White House, Lincoln Center Theater, Blogger and Twitter.
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About True Ventures, VSCO: True Ventures is a venture capital firm that invests in early-stage technology startups.
Christiaan Vorkink
Vice President of Platform of True Ventures
Christiaan joined True in 2008 and today manages the True network, including all services, resources, and events that support and connect founders and employees in the True portfolio. Previously, he was a senior analyst in the venture research group at Cambridge Associates and worked in network development at BrightRoll, an early True portfolio company. His first full-time job after college was teaching junior high and high school history. While he is no longer teaching in the traditional context, he has maintained lifelong interests in education, collaboration, and helping others be the best versions of themselves. Outside of the office, Christiaan is a proud husband and father of two, an enthusiastic creator and consumer of plant-based food, and an avid supporter of three of four of Boston’s major pro sports teams. He is a graduate of Yale and MIT. Christiaan also serves on the board of trustees of YMCA Camp Belknap, a summer camp for boys which he attended and where he worked for a dozen years as a young adult. Robert Fulghum says he learned all he really needed to know in kindergarten; Christiaan says the same about Belknap.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Christiaan Vorkink
Vice President of Platform of True Ventures
Christiaan joined True in 2008 and today manages the True network, including all services, resources, and events that support and connect founders and employees in the True portfolio. Previously, he was a senior analyst in the venture research group at Cambridge Associates and worked in network development at BrightRoll, an early True portfolio company. His first full-time job after college was teaching junior high and high school history. While he is no longer teaching in the traditional context, he has maintained lifelong interests in education, collaboration, and helping others be the best versions of themselves. Outside of the office, Christiaan is a proud husband and father of two, an enthusiastic creator and consumer of plant-based food, and an avid supporter of three of four of Boston’s major pro sports teams. He is a graduate of Yale and MIT. Christiaan also serves on the board of trustees of YMCA Camp Belknap, a summer camp for boys which he attended and where he worked for a dozen years as a young adult. Robert Fulghum says he learned all he really needed to know in kindergarten; Christiaan says the same about Belknap.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Amanda Lincoln Mann
Vice President of Finance of True Ventures
Amanda Lincoln Mann joined the True Ventures finance team in 2015 as Controller. Previously, Amanda spent over six years in Ernst & Young’s assurance practice, where she served clients primarily in the technology and retail industry. She is a Certified Public Accountant, has a Bachelor’s Degree in accounting from Seattle University, and has a Master’s Degree in accounting from the University of Notre Dame. Outside of work, Amanda enjoys spending time with her husband and twin daughters, crafting, and planning her next trip to visit her family in Alaska.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Amanda Lincoln Mann
Vice President of Finance of True Ventures
Amanda Lincoln Mann joined the True Ventures finance team in 2015 as Controller. Previously, Amanda spent over six years in Ernst & Young’s assurance practice, where she served clients primarily in the technology and retail industry. She is a Certified Public Accountant, has a Bachelor’s Degree in accounting from Seattle University, and has a Master’s Degree in accounting from the University of Notre Dame. Outside of work, Amanda enjoys spending time with her husband and twin daughters, crafting, and planning her next trip to visit her family in Alaska.
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About True Ventures: True Ventures is a venture capital firm that invests in early-stage technology startups.
Kris Snodgrass
Vice President of Talent of Norwest Venture Partners
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About Norwest Venture Partners: Norwest is a global venture capital and growth equity investment firm that specializes in venture and growth equity companies.
Ellie Javadi
Vice President | Head of Communications, PR, Marketing of Norwest Venture Partners
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About Norwest Venture Partners: Norwest is a global venture capital and growth equity investment firm that specializes in venture and growth equity companies.
Whitnie Narcisse
Senior Vice President of First Round Capital
Whitnie Narcisse is a Senior Vice President at First Round Capital.
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About First Round Capital: First Round is a venture capital firm that specializes in providing seed-stage funding to technology companies.
Annis Steiner
Vice President, Marketing of Bain Capital Ventures
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About Bain Capital Ventures, Chief: Bain Capital Ventures invests in seed to growth-stage startups that uses tech to disrupt existing markets or create entirely new ones.
Darin McCarthy
Vice President, Claims of Hippo Insurance
Darin McCarthy serves as head of claims at Hippo Insurance.
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About Hippo Insurance: Hippo Insurance is an InsurTech company that uses technology to help homeowners maintain their properties.
Shawn Jung
Vice President of Activant Capital
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About Activant Capital: Activant is a global investment firm that partners with high-growth companies that are transforming commerce.
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.