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 VP’ operating in the Banking space. If you think a VP’ 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.
Larry Mai
VP Product 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.
Gnana Chavali
VP of Enterprise Technology Risk Management of State Street
Gnana is a VP in the Technology Risk Management function within Enterprise Risk Management at State Street Corporation. She is responsible for two core programs: Crown Jewels (Greater protection for the firm’s most critical IT assets) and Second Line of Defense for Global Continuity. Prior to State Street, Gnana worked at a Cyber Risk & Analytics startup doing Pre-sales and managing Implementation & Delivery for their top clients. Before switching over to the Security and Risk domain, she worked as a hands-on technologist at Citi for over 10 years wearing several hats through the years.
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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.
Mahi Dontamsetti
SVP/Chief Technology Risk Officer of State Street
Mahi heads up the Technology Risk functions within Enterprise Risk Management at State Street Corporation. State Street Corporation has been designated as a Global Systemically Important Bank (G-SIB) by US Regulators. As the Global Head of Enterprise Technology Risk Management, his responsibilities include governance and oversight over Cybersecurity, Information Security, Information Technology, Global Continuity Services, Third Party Vendor Management, Regulatory Compliance, Data Protection and Risk Analytics/Reporting globally for the firm. He defines the strategy, execution plan and owns/drives the technology risk agenda for the firms board of directors. Mahi joined State Street from Depository Trust and Clearing Corporation (DTCC), where he was Global Head of IT Risk and Deputy CISO. While at DTCC, Mahi built an IT Risk program that is leveraged across DTCC core clearance and settlement business as well as the new emerging businesses such as global trade repository, Clarient, etc. Mahi has previously served as Global Head of Application Security and Entitlements at Barclays Capital, Chief Technologist at Lockheed Martin and CIO at various startups. He has authored two books on wireless communications, contributed chapters to security books and served on the board of OWASP NY/NJ, Center of Hybrid & Satellite Communications Networks A NASA Commercial Space Center and other institutions. He is actively involved in Financial Services Information Sharing and Analysis Center (FS-ISAC), member of FS-ISACs products and services committee, has co-authored a white paper on Appropriate Software Security Control Types for Third Party Service and Product Providers. Mr. Dontamsetti holds a Masters degree in Computer Science and Telecommunications and a Bachelors degree in Engineering.
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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.
James L. Chosy
EVP, General Counsel and Corporate Secretary of U.S. Bancorp
Mr. Chosy is Executive Vice President, General Counsel and Corporate Secretary of U.S. Bancorp. Mr. Chosy, 51, has served in this position since March 1, 2013. From 2001 to 2013, he served as the General Counsel and Secretary of Piper Jaffray Companies. From 1995 to 2001, Mr. Chosy was Vice President and Associate General Counsel of U.S. Bancorp, having also served as Assistant Secretary of U.S. Bancorp from 1995 through 2000 and as Secretary from 2000 until 2001.
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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
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
Katherine B. Quinn
EVP and Chief Strategy and Reputation Officer of U.S. Bancorp
Katherine Quinn is Executive Vice President and Chief Strategy and Reputation Officer of U.S. Bancorp. Katherine Quinn, 50, has served in this position since joining U.S. Bancorp in September 2013 and has served on U.S. Bancorp’s Managing Committee since January 2015. From September 2010 until January 2013 she served as Chief Marketing Officer of WellPoint, Inc. (now known as Anthem, Inc.), having served as Head of Corporate Marketing of WellPoint from July 2005 until September 2010. Prior to that time, she served as Chief Marketing and Strategy Officer at The Hartford from 2003 until 2005.
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About U.S. Bancorp, 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
Deborah Foley
VP Head of Digital Customer Experience Developer Ecosystem of JP Morgan Chase
Deborah Foley is part of the Digital Customer Experience team at JPMChase and leads the design and research for the API Management space, including Developer Tools and Portals across the company. She manages a cross disciplinary team of Designers, Researchers, Tech Writers and Content Strategists. With over 15 years of experience as a designer, developer and scrum master she has helped several corporations transform their agile processes and adapt to design thinking methodologies. Her team has partnered with the product leads and architects to help deliver such projects as Chase Developer Ecosystem (developer.chase.com), JPM’s API Store (developer.jpmorgan.com) and Merchant Services Developer Center (https://secure.paymentech.com/devcenter/home). She will be joined by Chase Developer Ecosystem’s Product Lead and Developer Evangelist, Matthew Keane.
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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.
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.
Rob Wyant
VP, Mobile Banking iOS Development of JP Morgan Chase
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
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.
Arvind Radhakrishnen
SVP of Strategy and Transformation of Wells Fargo
Arvind Radhakrishnen is the SVP of Strategy and Transformation 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.
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.
Sharon Murphy
EVP, Team Member Infrastructure Services (TMIS) of Wells Fargo
Sharon Murphy is an executive vice president 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.
Puon Penn
EVP/Head of Technology Investments for Wells Fargo Strategic Capital of Wells Fargo
Puon Penn is Executive Vice President/Head of Technology Capital which provides expertise, financial services, and resources to help innovative companies focus on advancing new technologies and business models to solve some of the most complex problems facing humanity including global population growth, climate change and environmental impacts, and the ongoing fight against diseases. Puon started Wells Fargo’s Global CleanTech Group in 2009 to provide expertise, financial services, and resources to help companies focused on decreasing the use of fossil fuels, fertilizers, industrial chemicals, and other activities that cause greenhouse gas emissions or other harmful environmental effects. Wells Fargo financed over $70 billion for green business, renewable energy projects, green buildings, and clean energy customers from 2005 to 2012.
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About Wells Fargo, 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.
Michelle Ziolkowski
SVP, Head of Global Payables of Wells Fargo
Michelle Ziolkowski is a Senior Vice President in the Treasury Management Product Management Group for Wells Fargo. As such, she is the Head of Payables, which includes domestic and international wires and ACH, check disbursements, Payment Manager and pre-paid card. She is also managing the Faster Payments initiatives at the bank. Previously, she was the ACH Group Product Manager and also managed the Electronic Commerce Services Emerging Products team focused on AP and AR automation. Michelle joined the Wells Fargo team from American Express, where she was a Senior Client Partner focused on Payables Automation. Michelle was responsible for managing existing client accounts as well as on-going support activities for sales and reseller organizations. Prior to American Express, Michelle was a Manager in the Enterprise Resource Planning Division of Deloitte Consulting for 5 years. She was responsible for financial system implementations and software integration. She also focused on the use of technology to improve service, product delivery, and business reporting capabilities. Michelle holds a degree in Economics from John Carroll University and an MBA in Finance from the Katz Graduate School of Business at the University of Pittsburgh. Michelle is a Certified Treasury Professional. She is a member of the NACHA Production Innovation Standing Rules Group as well as the NACHA Communications and Marketing Advisory 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.
Balaji Gopalakrishnan
SVP, Head of Machine Learning 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.
Jeff Stapleton
VP Security Architect of Wells Fargo
Jeff Stapleton has over 30 years’ experience in the security, financial and healthcare industries with expertise in payment systems, PCI, cryptography, PKI, key management, biometrics and trusted time stamps. A former QSA and TG-3 assessor, Stapleton has instructed at several universities and is the Author of the Security without Obscurity book series: A Guide to Confidentiality, Integrity, and Authentication and A Guide to PKI Operations. He has participated in developing over four dozen ANSI and ISO security standards over the past 25 years, including being a US expert to ISO TC68 and Chair of the X9F4 Cryptographic Protocols and Application Security working group.
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About Accredited Standards Committee X9, Accredited Standards Committee X9, Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
Ben Soccorsy
SVP, Head of Digital Payments of Wells Fargo
Ben Soccorsy is Head of Digital Payments in Wells Fargo Virtual Channels. Ben is responsible for consumer and small business payments products including Digital Wallets, Control Tower, and Zelle, among others. Ben also leads the Secure Data Exchange (SDE) API program. Prior to his current role, Ben led Strategy and Partner Management for the Digital Product Management team. Before joining Digital, Ben managed Consumer Lending products at Wells Fargo, including the relaunch of the unsecured personal loan product. Prior to his 12 years at Wells Fargo, Ben worked at Blue Shield of California in Performance Management, as a Management Consultant at Deloitte Consulting focusing on financial services/health care and in retirement benefits consulting. Ben began his career as a Senate Staffer on Capitol Hill. He received a BA in Economics from Northwestern University and a MBA from Berkeley’s Haas School of Business.
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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.
Thomas Malta
SVP, Head of EAM Access Controls of Wells Fargo
Tom Malta is the SVP and Head of EAM Access Controls at Wells Fargo where he oversees the delivery function of tools and services supporting the firm’s Identity and Access Management program. Tom’s extensive career in Financial Services Technology started long ago as a hands-on developer building and supporting front office trading systems for many of the top Wall St. Brokerages and Investment Banks. Shortly after moving to Goldman Sachs in 2000 to build out their Private Wealth platform, he landed in cyber security after 9/11, and has been there ever since focused on building and executing global identity and access management programs. Over the past 20 years he’s led many successful IAM Programs utilizing custom built as well as off the shelf technology supporting internal, external, and 3rd party/cloud identities alike. His recent passions include emerging technologies such as biometrics, AI, and next generation customer authentication solutions such as blockchain. Prior to Wells Fargo, Tom was at Synchrony Financial where he acted as the Global Head of IAM and Chief Identity Architect responsible for developing and executing the firm’s IAM program. Mr. Malta also held similar Managing Director / Executive IT roles at Goldman Sachs, Morgan Stanley, BNYMellon, Ally Financial, and Brown Brothers Harriman. Tom also participated as chair/co-chair of both Oracle and Computer Associates IAM Customer Advisory Board’s for many years and he is also an active customer advisory board member of the Identity Defined Security Alliance.
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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.
Kelli Carlson
SVP Voice of the Customer, Workplace Experience 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.
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.
Marria Rhodriquez
VP, Innovation Strategy Consultant of Wells Fargo
Marria Rhodriquez is the Vice President and focuses on digital product strategy for the Wells Fargo Virtual Channel team. In her 15-year tenure at Wells Fargo Bank, Marria has worked in technology, marketing, strategy, and digital product management. She holds a degree in Technical Communication from the University of Washington and an MBA in Marketing from Golden Gate University.
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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.
Corey Rudzinski
SVP – Chief Operating Officer for the Enterprise Framework Office 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.
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.
Marj Anzalone
AVP, Innovation Insights Manager 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.
Sean Greenfield
VP, Consumer Lending UX 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.
Rob Gegenwarth
SVP, Strategy Wealth and Investment Management of Wells Fargo
Rob Gegenwarth is a Senior Vice President of Strategy within the Wealth and Investment Management group at Wells Fargo, a division that manages $1.8 trillion in client assets. At Wells Fargo, Rob has been focused on growth strategy addressing clients ranging from mass market to high net worth, with a focus on digital offerings.
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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.
Lisa Frazier
EVP and Head of Innovation of Wells Fargo
Lisa Frazier is the head of Wells Fargo’s Innovation Group, an enterprise-wide organization devoted to accelerating the company’s delivery of next-generation, customer-inspired technologies, products, and services. The Innovation Group leads programs in Artificial Intelligence (AI), Distributed Ledger Technology (DLT), research and development (R&D) in new technologies, the Wells Fargo Startup Accelerator, and Greenhouse by Wells Fargo, a mobile-first banking experience geared toward improving financial health and planning to customers who need it, like students or others who are new to banking, or those who are paid irregularly. Prior to Wells Fargo, Lisa led highly regarded digital programs as the Chief Digital Officer for Commonwealth Bank of Australia (CBA) and as a Partner at McKinsey & Company. Most recently, Frazier has focused on advising startup companies on growth, with examples including product development at Jacobi Inc., and scaling enterprise integrations of digital wealth management solutions at SigFig. In addition, Frazier has served as an advisor to the Australia & New Zealand Bank’s Board of Directors and Citibank’s FinTech division. Lisa has received four Canstar “Innovation in Financial Services” awards. She was recognized for her leadership in developing the CBA mobile app, which was named Money Magazine’s “Most Innovative Financial Services Product” in 2014 and ranked sixth globally in the Forrester rankings in its launch year. Lisa was also listed among the “Top 50 Australian Innovators in Silicon Valley” by the Advance Australia Organization in 2011. She has a B.S. in chemical engineering from the University of Melbourne, and an M.B.A. from Northwestern University’s Kellogg Graduate School of Management. Lisa also holds a Graduate Diploma in finance and investment from the Australian Securities Institute.
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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.
David Newman
SVP, Head of Enterprise Knowledge Graph Solutions, Data Management and Insights Group, Wells Fargo B of Wells Fargo
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About Wells Fargo, 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.
Steve Ellis
EVP, Head of the Innovation Group of Wells Fargo
Steve Ellis is an executive vice president and head of the Wells Fargo Innovation Group, an enterprise-wide organization devoted to accelerating the company’s delivery of next-generation, customer-inspired technologies, products, and services. Prior to this assignment, Steve was head of the Wholesale Services Group, which included Treasury Management, Wholesale Banking Technology and Operations, Wholesale Social Strategies, Innovation and Research and Development, Wholesale Marketing, and the Enterprise Payment Strategies Group. A 30-year company veteran, Steve’s previous responsibilities included starting up and running the Wholesale Internet Solutions group, which launched Wells Fargo’s award-winning Commercial Electronic Office® (CEO®) portal in 2000 and CEO Mobile® in 2007. The fast pace of Wells Fargo’s early move into online and mobile financial services was due in large part to his commitment to fostering workplace creativity. Prior to starting up Wholesale Internet Solutions, Steve held senior finance and operations roles in Wells Fargo Commercial Banking, Real Estate Group, and Wholesale Banking. He has a B.S. in economics from Pennsylvania State University and an M.B.A. from the University of Oregon. Steve served as chairman of the board for NACHA, The Electronic Payments Association, from 2005 to 2008 and was vice chairman from 2009 to 2010. He was also a board member of First Graduate, a nonprofit focused on helping young adults become the first members of their families to graduate from college, from 2010 to 2016.
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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.
Adrian Lane
SVP – Cloud Security 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.
Juan Carlos Alonso
AVP 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.
Pascal Hoffmann
SVP, Wholesale and International Banking of Wells Fargo
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About Wells Fargo: Wells Fargo & Company is a diversified financial services company with $1.3 trillion assets providing banking, insurance, and investments.
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.
Aaron Kraljev
VP of Employer Brand and Candidate Advocacy of Wells Fargo
Aaron Kraljev is the VP of employer brand and candidate advocacy 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.
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.
James King
SVP / CISO(Chief Information Security Officer) of Finicity
James King is SVP & CSO at Finicity.
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About Finicity: Finicity provides open banking services, real-time financial data access and insights.
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.
Vasu Sambasivam
EVP Enterprise Architecture and Emerging Technology of Zions Bancorporation
Vasu Sambasivam is the EVP for Enterprise Architecture and Emerging Technology at Zions Bancorporation.
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About Zions Bancorporation: Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.
Suren Gupta
EVP Technology, Strategic Ventures and International Operations of Allstate
Suren Gupta is executive vice president, Allstate Technology & Strategic Ventures for Allstate Insurance Company. In this role, he leads a global organization delivering innovative and transformational solutions for Allstate’s customers, agency owners and employees. He is responsible for the company’s information technology strategy, operations and processes. In addition, Gupta oversees Allstate’s strategic ventures with companies that advance its technology-driven, customer-focused strategy. He has been instrumental in enhancing information technology’s delivery capabilities, focusing on digital innovation, efficiency, information security and expanding global operations to enable 24/7 support and development capabilities. His organization has won numerous awards, including the United Kingdom’s highest honor for business success, the Queen’s Award for Enterprise. Gupta joined Allstate in 2011, bringing leadership, information technology, operations, product development and sales experience to Allstate. Previously, he was executive vice president and group chief information officer for consumer lending at Wells Fargo. Under his leadership, real estate lending was re-engineered with new delivery capabilities that enabled the field sales force to serve customers more effectively with just-in-time information. Earlier in his career, Gupta provided key leadership and vision as a founding member of the corporate executive team of Airclic Inc., a startup wireless Internet venture, and was senior vice president, informational technology and operations for GMAC Residential, a division of General Motors. Gupta also has held senior operations, sales, marketing and strategic development roles at INTELSAT, a groundbreaking satellite telecommunications company. Gupta is a graduate of the Advanced Management Program at Harvard Business School. He also received an MBA from George Mason University and a master’s degree in computer engineering from West Virginia University. In 2015, he was named to the board of directors of Zions Bancorporation. He also serves on the Chicago Public Library Foundation Board and on the board of Pratham U.S.A, the American chapter for Pratham, which was established in 1994 to provide pre-school education to children in India’s slums. It now is the country’s largest nongovernmental organization with activities in 21 states of India to provide education to millions of children who might otherwise work instead of attending school.
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About Allstate: Allstate offers a protection product through multiple brands & diverse distribution channels, including auto, home, life & other insurance.
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.
Pooja Bansal
AVP of Service Manager of Barclays
Pooja Bansal is an assistant vice president of the service manager at Barclay.
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About Barclays: Barclays is a global financial services company that provides various financial products and services worldwide.
Amr Mohamed
VP of Engineering of Aspiration
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About Aspiration, HintBox.ai: Aspiration offers retail banking and investing services that enable customers to spend and save their money in ways that protect the planet.
Matt Lee
VP of Product of Aspiration
Matt Lee is the Vice President of Product at Aspiration. Matthew Lee was the co-founder of Hyperink, a Y Combinator digital publishing startup. Prior to this, he worked at Microsoft for eight years as an engineer and program manager. Born and raised in Southern California, he has a degree in computer science from UCLA.
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About Aspiration: Aspiration offers retail banking and investing services that enable customers to spend and save their money in ways that protect the planet.
Alexandra Horigan
VP Strategic Initiatives of Aspiration
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About Aspiration: Aspiration offers retail banking and investing services that enable customers to spend and save their money in ways that protect the planet.
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.
Bill Ward
EVP, Chief AML & Security Officer of First Republic Bank
Bill Ward joined First Republic in 2014 as Executive Vice President – Chief BSA/AML and Security Officer. He has over 30 years combined experience in law enforcement, corporate security, investigations, fraud prevention and Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) compliance, Economic Sanctions and Foreign Corruption. Prior to joining First Republic, Bill was the Executive Vice President, BSA/AML and Security Officer at Union Bank overseeing the Financial Crimes Risk Management program. He earned his BA from the University of Massachusetts and is a graduate of the Harvard Business School Advanced Management Program and Northwestern University’s School of Police Staff and Command.
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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.
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.
Joseph E. Rockey
EVP of PNC
EVP at PNC Financial Services Group.
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About PNC: PNC is a financial service company providing bank deposits products and services to its community.
Vinny Parascandola
VP of Finance of AXA Group
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About AXA Group, Equitable Advisors: AXA is a French multinational insurance firm that focuses on global insurance, investment management, and other financial services.
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.
