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 Consulting 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.
Charles Huang
VP and Chief Finance of Blackstone Group
Charles Huang is a Vice President and the Chief Finance and Financial Analysis Officer of Equity Healthcare, within Blackstone’s Private Equity Operations Group. Prior to joining Blackstone in 2012, Mr. Huang worked in venture capital, focusing on health technology investing and actively supporting healthcare portfolio companies of Spark Capital. Prior to Spark Capital, while completing a dual Master’s degree program in Business and Public Administration, he helped contribute to the growth of a number of VC/PE-backed healthcare companies in the areas of strategy, operations, and clinical informatics/reporting, including Generation Health and Accelecare Wound Centers. Before graduate school, Charles was a Manager in the Strategic Financial Planning Group at Harvard Pilgrim Health Care and had also worked previously in the health consulting practice at Towers Perrin. Mr. Huang has co-authored several Harvard Business School cases and notes on healthcare innovation, payment, and policy. He’s an advisor, investor, and collaborator with Blueprint Health, Startup Health, TEDMED and Luminary Labs – organizations that focus on health and wellness innovation and disruption. He’s a board advisor and angel investor in health technology start-ups such as Artemis Health, Heal, and CredSimple. In addition to his M.B.A. and M.P.A. from Harvard, Mr. Huang holds a B.A. in Public Health from Johns Hopkins University. He has often served as a judge, speaker, and curator at many health innovation conferences and challenges, such as Health 2.0, TEDMED, Health Evolution Partners Summit, Harvard Business School Healthcare Conference and the Verizon Powerful Answers Challenge.
Follow Charles Huang:
About Artemis Health, Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
_______
Michael Petryczenko
Senior Vice President and Chief Financial Officer of Strategic Partners of Blackstone Group
Michael A. Petryczenko is a Senior Vice President and Chief Financial Officer for Strategic Partners, Blackstone’s secondary private fund of funds business, which was acquired from Credit Suisse in August 2013. Michael Petryczenko is involved with overseeing the financial reporting, tax structuring and treasury operations related to Strategic Partners’ secondary private equity funds. Before joining Strategic Partners, Michael Petryczenko was the Tax Manager for the Peabody Fund, an opportunistic real estate fund jointly managed by J.P. Morgan and The O’Connor Group. Prior to joining the Peabody Fund, Michael Petryczenko was a Tax Manager at Ernst and Young, LLP in the Real Estate Group. His clients included DLJ Real Estate Capital Partners and SL Green Realty Corp. Michael Petryczenko received a BS in Accounting from St. Francis College, New York and an MS in Taxation from Pace University, New York. He subsequently earned the C.P.A. designation.
Follow Michael Petryczenko:
About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Yufei Wang
Vice President of Blackstone Group
Follow Yufei Wang:
About Blackstone Group: Blackstone is an investment and advisory firm providing financial solutions for investors and clients.
Steven Boone
VP, Revenue of Atrium LTS
As Atrium’s VP of Revenue, Steven Boone runs sales, marketing, and business development at the legal technology startup which serves high-growth companies. Prior to that he was Head of Revenue Operations at BloomReach, running sales operations, inside sales, and go-to-market strategy as the company raised nearly $100m and scaled to a 50+ person sales organization. Steven has studied at the University of California Berkeley School of Law and the University of Oregon.
Follow Steven Boone:
About Atrium LTS: Atrium builds products and services to help automate legal workflows, innovate new processes, and help firms identify new clients.
Stuart Daughtridge
Vice President Advanced Technology of Kratos Defense and Security Solutions
Follow Stuart Daughtridge:
About Kratos Defense and Security Solutions: Kratos Defense & Security Solutions provides mission critical engineering, IT services, and war fighter solutions.
Robert Potter
Vice President, Signals and Ground System Technology of Kratos Defense and Security Solutions
Follow Robert Potter:
About Kratos Defense and Security Solutions: Kratos Defense & Security Solutions provides mission critical engineering, IT services, and war fighter solutions.
Sriniketh Chakravarthi
SVP and Head of BFSI and Enterprise Alliances, Americas of Tech Mahindra
Follow Sriniketh Chakravarthi:
About Tech Mahindra: Tech Mahindra is a global systems integrator and is a part of the Mahindra Group.
Krishna Balasubramaniam
SVP and Business Group Head, Aerospace and Automotive of Tech Mahindra
Krishna Balasubramaniam is an Engineering and IT Services Professional and an AI /ML Enthusiast. He has been part of the Tech Mahindra Family for 22 years and is currently SVP and Business Group Head – Aerospace and Automotive in Tech Mahindra Americas Inc. His fields of interest includes Machine Learning, Neural Networks and Deep Learning Improving Deep Neural Networks: Hyperparameter tuning, Regularization and Optimization where he is considered an expert. He completed his B.Tech from Anna University in Electronics · (1994 – 1997).
Follow Krishna Balasubramaniam:
About Tech Mahindra: Tech Mahindra is a global systems integrator and is a part of the Mahindra Group.
Chad Walters
Vice President of Engineering of Praetorian
Chad brings his enthusiasm and experience for creating, growing, mentoring, and leading engineering teams. He has held prior leadership roles at IBM, Lombardi Software, Amazon, and Marsh.
Follow Chad Walters:
About Praetorian: Praetorian is a cybersecurity company whose mission is to make the world safer and more secure.
Ryan Macia
Vice President, Finance of Praetorian
Finance professional with expertise developing scalable, data-driven financial operating models and reporting to support executive level planning and decision-making.
Follow Ryan Macia:
About Praetorian: Praetorian is a cybersecurity company whose mission is to make the world safer and more secure.
Sajeev Menon
AVP and Head Oracle Practice of Infosys
Sajeev Menon is an Associate Vice President at Infosys Ltd. . sajeev Menon is a successful executive and corporate officer track with deep experience in Sales, Delivery and Practice Management. Managed revenue of over $150M with a TCV of over $400M, and lead a team of over 120 consultants. Sajeev Menon is highly experienced in selling services in all the Oracle products including Oracle ebusiness, Peoplesoft, JDE, Seibel, Oracle fusion and Oracle edge products. Excellent general management and leadership experience, strong communication and team-building skills; and the ability to generate significant growth. Sold complex global programs and projects, lead sales and business development, established and grew Oracle partnerships to deliver planned goals. Strong communicator who fosters team work, partnerships and collaboration.
Follow Sajeev Menon:
About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Nitesh Bansal
Senior Vice President and Global Head Engineering Services of Infosys
Nitesh is passionate about bridging the physical-digital divide, advocating AI, machine learning and process automation to amplify business value. He has worked with numerous clients helping them understand ways to leverage Industry 4.0 and IoT technologies leading to digitization and improvements in manufacturing operations, and effectively use servitization for new revenue models. Nitesh is also responsible for leading the innovation charter for Infosys and has a core group of researchers who focus on technology trends and their intersection with business value. This group works on Horizon 3 and Horizon 2 technologies and has been responsible for launching services like Autonomous Technologies, Additive Manufacturing, Software Defined Networking and 5G, that have now become mainstream. One of the key focus areas for Nitesh has been to drive value through transformation of networks – going from significantly hardware based to software based systems. He is actively involved in helping both network providers and enterprises to identify and drive value through technology transformations. Nitesh is on the Executive Supplier Advisory Board (E-SAB) of Open Networking Foundation (ONF). He is a regular speaker at recognized business schools and also a member of the Industry Advisory Board of the Tauber Institute of Global Operations as well as Ross School of Business at University of Michigan.
Follow Nitesh Bansal:
About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Benoy Ojha
VP Cloud Infrastructure & Security Services of Infosys
Follow Benoy Ojha:
About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Anant Adya
Senior Vice President and Head (Cloud, Infra and Security) of Infosys
Anant Adya is SVP and Head of Sales and Engagements for Cloud, Infrastructure and Security (CIS). CIS helps customers in their Digital Journey through combination of AI led solutions combined with capabilities from partner and startup ecosystem.
Follow Anant Adya:
About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Stephen DE
Associate Vice President & Portfolio Head – Financial Services of Infosys
Stephen Sanjay D. E. is the Delivery Manager of Independent Validation and Testing Services at Infosys since January 2014. Stephen has over 15 years of IT experience. Stephen currently heads IVS – Tools, IP and Service offerings (TIPS) unit, specializing in testing solutions and COEs such as Automation Testing, Performance Testing, Data Warehouse Testing (DWT) and Test Data Management. Previously, Stephen was Senior Sales Manager of FSI Asia at Infosys Limited. Stephen has successfully ideated and managed organization-wide testing solutions. Stephen founded test- related forums and local chapters that inculcate in-depth testing knowledge. Stephen co-created and delivered multiple tools that created value improved testing efficiency. Prior to Infosys Limited, Stephen was Manager of User Centered Design and Business Architecture at Vanguard. Stephen earned his B.E. degree in Electronics and Communication Engineering from Bharathiar University.
Follow Stephen DE:
About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Danette Seward
Vice President Global Alliances of Infosys
As Vice President for Infosys’ Global Enterprise Alliances, Danette has direct responsibility for partnerships with Microsoft, SAP, Adobe, IBM and Oracle. Leading a team of highly specialized business alliance managers she helps clients and partners embark on a journey of digital transformation with Infosys at the center of their IT and business needs. She has the unique opportunity to work directly with clients and partners across the globe to empower them to achieve more together. Danette has been a strong advocate for Diversity and Inclusion in the workplace throughout her career. Over the past 3 decades she has created gloal communities to connect women to support each other and learn together through trust and shared accountability. She has a passion for mentoring women that have chosen career goals in the IT industry, both technical and non-technical, particularly in a global capacity.
Follow Danette Seward:
About Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Ashok Vemuri
Senior VP, Banking and Capital Markets of Infosys
Ashok Vemuri is a Member of the Executive Council and Senior Vice President and Global Head of the Banking and Capital Markets (BCM) group. He is also a member of the Board of Infosys Consulting Inc. Ashok joined Infosys in 1999 and has performed multiple leadership roles. Earlier, he was the Head of Infosys’ Canada and Eastern North America Region. As a member of the Executive Council, Ashok plays a significant role in defining the company’s strategic direction and is also responsible for business operations in the Americas. Ashok holds a degree in Physics from St. Stephens College, Delhi, and a degree in Business Management from Indian Institute of Management Ahmedabad. source: [Infosys Management Profiles](http://www.infosys.com/about/management-profiles/ashok-vemuri.asp)
Follow Ashok Vemuri:
About Conduent, Infosys: Infosys is a provider of consulting, technology, and outsourcing, and next-generation services.
Angela Alini
VP, Alliance Relationships of Deloitte
Follow Angela Alini:
About Deloitte: Deloitte provides audit, consulting, financial advisory, risk management, tax, and other related services.
Viv Goldstein
Vice President of Bionic
Follow Viv Goldstein:
About Bionic: Bionic ignites growth revolutions within the world’s largest companies as they face disruption.
Todd Hyatt
Executive Vice President and Chief Financial Officer of IHS Markit
Todd Hyatt is executive vice president and chief financial officer of IHS Markit. Todd served in those same roles at IHS after previously serving as chief information officer, senior vice president of FP&A, and leading the finance organization for the company’s engineering segment. He also worked for LoneTree Capital, US WEST/MediaOne, AT&T, Arthur Young and Arthur Andersen. He holds a B.S. in accounting from the University of Wyoming and an M.S. in management from Purdue University.
Follow Todd Hyatt:
About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
John Leslie
Senior Vice President of IHS Markit
Follow John Leslie:
About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Jonathan Gear
Executive Vice President & Chief Financial Officer of IHS Markit
Jonathan Gear is president of resources, transportation and CMS for IHS Markit, including business lines supporting the automotive, energy, chemicals, maritime and aerospace industries. Earlier, he served in multiple senior vice president positions and as president/COO of IHS CERA. Jonathan previously held leadership positions at Activant Solutions, smarterwork.com and Booz Allen Hamilton. He holds a B.A. from the University of California, Berkeley and an MBA from Stanford Graduate School of Business.
Follow Jonathan Gear:
About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Sari Granat
Executive Vice President and General Counsel of IHS Markit
Sari Granat is executive vice president and general counsel at IHS Markit, responsible for the company’s legal, compliance, regulatory and government affairs, enterprise risk and information security functions. Prior to joining Markit in 2012, Sari was lead counsel and chief administrative officer of TheMarkets.com LLC. She has served in senior legal and strategy positions at media and technology companies including Dow Jones & Company and Kaplan, Inc. Sari holds a B.A. in English from Yale University and a J.D. from New York University School of Law.
Follow Sari Granat:
About IHS Markit: IHS provides information and analysis to support the decision-making process of businesses and governments in regards to various industries.
Nick Kuntz
Vice President of Risk Management of Gallagher
Nick Kuntz is a Vice President with Construction Risk Solutions, LLC. Nick’s primary focus is helping construction and energy contractors optimize their risk management based opportunities for both operational and financial gain. Nick’s client relationship history includes an impressive list of nationally and internationally recognized names, most of which are recognized for their pursuit of the title of best-in-class. Before making the transition to the brokerage risk management world, Nick worked for large construction companies, first as a union laborer while obtaining his degree in safety, then as a safety manager quickly moving up the ladder within the fast paced metro New York City construction market.
Follow Nick Kuntz:
About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Scott Benton Parrish
Area Sr VP & Director of Loss Control Services of Gallagher
Scott Benton Parrish has for a few years now, found the time and has put major contributions to the success of programs in his local area. Parrish works well with youth leagues to support healthy, active children in his community. He recognizes the value in providing fun outdoor activities for youth in the community.
Follow Scott Benton Parrish:
About Gallagher: Gallagher is an international insurance brokerage and risk management services firm.
Tobias Harris
Senior Vice President (Japan analyst) of Teneo
Tobias Harris is a Senior Vice President (Japan analyst) at Teneo. He is an expert on Japanese politics, and worked in 2006-2007 on the staff of Keiichiro Asao, at that time a member of the upper house of the Japanese Diet and shadow foreign minister for the Democratic Party of Japan, for whom he conducted research on foreign policy and Japan’s relations with the United States. He is also the Fellow for Economy, Trade, and Business at Sasakawa Peace Foundation USA. He earned an MPhil in International Relations from the University of Cambridge and a bachelor’s degree in Politics and History from Brandeis University. Tobias has also conducted graduate research at the Massachusetts Institute of Technology and, from 2011-2012, at the Institute for Social Science at the University of Tokyo as a Fulbright scholar. Tobias has written about Japanese politics for publications including the Financial Times, Wall Street Journal, and Foreign Affairs and regularly provides on-air analysis for CNBC, Bloomberg, and other networks.
Follow Tobias Harris:
About Teneo: A New York-based corporate advisory firm
Edward Kelly
EVP of National Sales & Chief Sales Officer (CSO) of Brinker Capital
Ed joined Brinker Capital in 2012 and currently serves as Executive Vice President of National Sales. In his role, Ed oversees all sales functions that support the insurance-based, bank and independent broker dealer channels. Ed is a member of Brinker Capital’s operating committee and brings over 20 years of expertise in the financial services industry to the team. Prior to joining Brinker Capital, Ed served as senior regional consultant for Genworth Wealth Management, as well as vice president of sales for Atlantic Trust. He also held positions at Nationwide and Curian Capital. He holds FINRA series 7, 63, and 66 licenses and is a graduate of Villanova University. He enjoys golfing, basketball and spending time with his wife, Jody, and two children, Sophia and Ed.
Follow Edward Kelly:
About Brinker Capital, Orion Advisor Solutions: Brinker Capital is an investment management company, provides managed account and mutual fund investment programs.
Christopher Payne
Financial Advisor & Vice President of Payne Capital Management
Christopher Payne is a financial advisor at Payne Capital Management (PCM). His responsibilities include speaking with each of his clients on either a monthly or quarterly basis. Every client also receives a comprehensive annual review that entails both updated wealth projections and discussion about any changes that have impacted their lives or goals. In addition to working with his current clients, Christopher focuses on growing the practice of PCM. Prior to joining Payne Capital, he worked at SunGard Availability Services as an account executive. What triggered the move to wealth management? “I spent most of my previous career working as an account executive for an IT company,” says Christopher. “My job included both client relationship management and business development. After almost six years with that organization, I felt it was time for a change. I wanted to be part of a growing company that offered a unique and valued service. PCM covered both of those criteria.” Christopher is originally from the Philadelphia area, where he lived until 7th grade before attending preparatory boarding schools in New Hampshire and Massachusetts. He then headed out west to the University of Denver, where he received a bachelor’s degree in business administration. In his spare time, Christopher enjoys reading, sailing, working on computers and traveling.
Follow Christopher Payne:
About Payne Capital Management: Payne Capital Management operates as a financial advisory group and fiduciary.
Neeraj Sahni
Senior Vice President, Cyber Risk of Willis Towers Watson
Neeraj is a national cyber resource for Willis Tower Watson’s efforts on Network Security, Privacy and emerging Technology risks using Blockchain and Crypto assets. With broad understanding of enterprise security and knowledge of evolving regulatory laws pertaining to data privacy, he aligns very closely with the insurance markets who understand the complexities within Cyber and Tech E&O risk providing optimal risk transfer solutions for his clients. He was formally Director of Insurance at Kroll and Cyber Underwriter at AIG. Named a 2015 Power Broker by Risk and Insurance Magazine, Neeraj is a frequent speaker at cyber conferences and contributes on data security issues via social media and publications. He holds a Bachelor degree in Civil Engineering and received his Masters in Business Administration from Loyola University Chicago.
Follow Neeraj Sahni:
About Willis Towers Watson: Willis Towers Watson is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.
Aaron Williams
VP Marketing of Civis Analytics
Follow Aaron Williams:
About Civis Analytics: Civis Analytics is a software company that helps public and private sector organizations make data-driven decisions.
Jean-Christophe Hermann
EVP, global retailing & consumer goods of Valtech
Follow Jean-Christophe Hermann:
About Valtech: Valtech is a pioneering company in the technology and digital space, listed on Euronext in Paris.
Tim Steele
VP, Commerce of Valtech
Follow Tim Steele:
About Valtech: Valtech is a pioneering company in the technology and digital space, listed on Euronext in Paris.
Mark Phillips
VP Digital, McKinsey & Company of McKinsey & Company
Follow Mark Phillips:
About McKinsey & Company: McKinsey & Company is a global management consulting firm and trusted advisor by businesses, governments, and institutions.
Allen Cashion
Principal ,Vice President of The Carlyle Group
Allen L. Cashion focuses on U.S. real estate opportunities on the West coast and is based in Newport Beach. He joined Carlyle in 1998 and has played a key role in the acquisition, management and disposition of more than six million square feet of the firm’s commercial real estate portfolio throughout the West. Other notable projects Mr. Cashion has been involved with are 180 Montgomery, Central Research Park, 1401 Shoreline, College Park, Dexter Horton, US Bank, The West Coast Portfolio, Gateway Towers, 2800 North Central and Plaza Pacifica, whose combined capitalization with other projects in the Western U.S. exceeds $1 billion. Prior to joining Carlyle, Mr. Cashion was a Vice President at Lennar Partners, and was involved in the company’s Southern California office and retail development projects. Mr. Cashion received his B.S. from the University of Southern California, Los Angeles.
Follow Allen Cashion:
About The Carlyle Group: The Carlyle Group is a global private equity firm that caters to early and later stage companies.
Joanne Cosiol
Associate VP/General Counsel of The Carlyle Group
Follow Joanne Cosiol:
About The Carlyle Group, The Carlyle Group: The Carlyle Group is a global private equity firm that caters to early and later stage companies.
AF_initDataCallback({key: \’ds:1\'” alt=”” class=”wp-image-14850″ width=”154″ height=”152″/>Richard Buchband
Senior Vice President, General Counsel and Secretary of ManpowerGroup
A seasoned corporate lawyer and executive with deep in-house experience with public company issues, Richard has valuable strategic and leadership experience and is recognized for his work on corporate governance and disclosure. He previously served as Partner and Associate General Counsel for Accenture plc, a $28 billion consulting, technology services and outsourcing company. Earlier in his career, Richard worked for investment firm D. E. Shaw & Company in New York, and as general counsel of its portfolio company, Juno Online Services. He also served as senior corporate counsel for global travel company Orbitz and as an independent legal consultant. Richard was invited to the Listed Company Advisory Board of the New York Stock Exchange in April 2015, and joined the Board of Trustees of the Milwaukee Art Museum in December 2014. He earned an AB degree from the Woodrow Wilson School of Public and International Affairs at Princeton University and a JD from Columbia Law School. Married with two daughters, Richard lives in the Milwaukee area.
Follow Richard Buchband:
About ManpowerGroup: ManpowerGroup is a multinational human resource consulting firm, providing recruitment and assessment, training and development, and more.
Jennifer Hwang
Vice President of ManpowerGroup
Jennifer Hwang is Vice President at ManpowerGroup.
Follow Jennifer Hwang:
About ManpowerGroup: ManpowerGroup is a multinational human resource consulting firm, providing recruitment and assessment, training and development, and more.
Jack McGinnis
Executive Vice President & CFO of ManpowerGroup
Jack McGinnis was named Executive Vice President and Chief Financial Officer in February 2016. As CFO, he is responsible for ManpowerGroup’s worldwide finance, accounting and internal audit functions. As a member of ManpowerGroup’s Executive Leadership Team, Jack is engaged in supporting and developing the company’s business and finance strategies and driving operational performance across all geographies and business lines. Jack joined ManpowerGroup from Morgan Stanley, where he served as Global Controller responsible for financial accounting and controls, SEC and regulatory reporting, financial planning and analysis, and the finance function for their large U.S. bank. Previously, he served as CFO, HSBC North America Holdings Inc., and before that was Partner at Ernst & Young. Jack is a graduate of Loyola University Chicago and holds a bachelor of business administration in public accounting. He is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants.
Follow Jack McGinnis:
About ManpowerGroup: ManpowerGroup is a multinational human resource consulting firm, providing recruitment and assessment, training and development, and more.
Daniel Harsell
Founder & SVP of Technology of Intapp
Daniel Harsell is the Founder & SVP of Technology at Intapp.
Follow Daniel Harsell:
About Intapp: Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
Steve Todd
Senior Vice President, General Counsel of Intapp
Follow Steve Todd:
About Intapp: Intapp is a provider of industry-specific, cloud-based software solutions that enable connected professional and financial services.
Baxtex McElroy
VP & General Manager of Jacobs
Baxtex McElroy is the VP and General Manager of Operations at Jacobs Engineering S.A. and brings over 45 years of experience in engineering, procurement, construction, maintenance and government contingency operations. He has held other key responsibilities and roles at companies such as Fluor and Arabian American Oil Company, including positions on the executive, program & project management, construction, and the operations and maintenance of industrial and commercial facilities. In addition, Buck has managed supporting manpower, logistics development, and training. Baxter McElroy also brings experience in facilities design and specification, as design manager and coordinator, client representative and operability and maintainability consultant. Buck also served many roles in the United States Navy, including staff civil engineer and design engineer.
Follow Baxtex McElroy:
About Jacobs: Jacobs leads the global professional services sector delivering solutions for a more connected, sustainable world.
Brandon Overmyer
Vice President of GP Bullhound
Brandon is a Vice President in the Technology & Telecom Group at Capstone Headwaters, working closely with clients to execute and optimize mergers, acquisitions and strategic capital raises. Prior to this, he was an Analyst in technology investment banking at ArchPoint Partners (acquired by Houlihan Lokey), supporting the senior team on middle market domestic and cross-border technology transactions. Brandon has a pronounced fervor and aptitude for technology, finance and law and has worked in varying roles with Apple and LG, as well a number of startups and a civil litigation practice. Brandon holds Baylor University School of Law – JD and a BA from the University of Florida.
Follow Brandon Overmyer:
About GP Bullhound: GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders.
Eric Crowley
Vice President of GP Bullhound
Eric is a Vice President at GP Bullhound, focusing primarily on M&A, Capital Raises and Advisory transactions. Prior to GP Bullhound, Eric served as an executive at a software start-up where he focused on financial management and driving growth. In addition, Eric worked at Lazard and Antares Capital focusing on middle market transactions, completing over $2 billion of transactions during his time there. In addition to his CPA, Eric has an MBA from the University of Chicago and a B.S. degree from Xavier University.
Follow Eric Crowley:
About GP Bullhound: GP Bullhound is a technology advisory and investment firm that provides transaction advice and capital to entrepreneurs and founders.
Bhavin Shah
Founder, EVP Sales & Marketing of VOLANSYS TECHNOLOGIES
Bhavin has over 20+ years of industry experience working on cutting edge technologies. At Volansys, as a Executive Vice President for Sales & Founder, Bhavin is responsible for Business Analysis, Sales and Business Development and Strategic client relationships. He is responsible for driving new sales along with focus on delivering profitable business for our company. He held leadership role in Fixed Mobile Convergence (FMC) based Product Company and one of India’s leading Electronic Design Services Companies. He led India Development Centre to deliver customized product (FMC) based on customer requirements and handled customer engagements. He grew Embedded Division of India’s leading Electronic Design Services Company from 25 to 250 people and increase the revenues as well as head count. He has extensive experience on Silicon Platform Services, Consumer Electronics, Streaming Media and Security Surveillance Systems from concept to prototype development, Porting BSP, Driver Development, Audio/Video Algorithm Optimization and Application Development. He has successfully executed multi-million USD businesses. He was involved in Build Operate Transfer (BOT), multi-year, multi-projects engagements. Bhavin holds Bachelor Degree in Electrical Engineering.
Follow Bhavin Shah:
About VOLANSYS TECHNOLOGIES: VOLANSYS is a Digital Transformation and Product Realization company offering an integrated portfolio of IoT services, solutions and IPs
Bruce Flohr
Chief Strategy Officer & Executive Vice President of Red Light Management
Throughout his 20 years in the music business, Bruce Flohr has continuously evolved. After running the nationally recognized college radio station KCPR, Bruce joined RCA records as head of Alternative Promotion where he guided the careers of the Stone Roses, The Charlatans, Love and Rockets, and the Cowboy junkies to name a few. He then moved into a dual A&R/Marketing position at RCA and signed Dave Matthews Band, Foo Fighters, and several others. In 2002 he joined Dave Matthews Band and Coran Capshaw at Red Light Management and ATO records. Bruce serves as an A&R resource for both ATO and RLM clients, as well as handling management duties for artists such as OAR, Switchfoot, Parachute, Allen Stone and others. Bruce is also a founding partner in music media company, GreenLight, which he started with Capshaw. GreenLight works with brands such as AMEX, Gillette, and Hyundai to build exclusive music driven campaigns. Bruce’s previous speaking engagements include Red Bull, Under Armour, RCA records, Midem, SXSW, MuseExpo, Birchbox and the Grammy Foundation among others. Lastly, Bruce works closely with many new technology companies such as Group Me, Will Call, Ear Bits, and others to help them establish traction within the music space.
Follow Bruce Flohr:
About Red Light Management: Red Light Management is a multi-faceted, privately owned artist management company, founded in Charlottesville, VA in 1990.
Chandra Gundlapalli
Senior Vice President of Digital Transformation Strategy of CriticalRiver
Senior Vice President, Digital Transformation | Business Friction Modernization | Forbes Tech Council | Enterprise-as-a-Service Patent | Mentor, Advisor & Investor Share with Critical River Chandra Gundlapalli is celebrated for dedication to the business transformation leadership with Marquis Who’s Who in America top executive & National Diversity Council Top 100 diverse leader recognition. In his prior role, Chandra excelled as a Global Vice President at a $2B Fortune 800, where he led #350M Applications digital transformation business with a passion for driving business value through 80% speed-to-market modernization, delivery excellence, and the high performing global TEAM of TEAMS Operating Model™. Chandra is Forbes’s official writer on emerging technology & cultural transformations based on leadership experience at Unisys, Charles Schwab, Thomson Reuters, Dell, Vistra Energy, and Cap Gemini. Chandra has a Master’s and a bachelor’s degree in Engineering from Birla Institute of Technology and Science, Pilani. Chandra is a mentor at The DEC Network promoting entrepreneurship; advisor at Dallas Venture Capital (~$1B portfolios). You can find him cheering for Indian cricket and Dallas Cowboys American football while co-authoring leadership books on the weekends. Chandra volunteers at National Multiple Sclerosis & Support Our Soldiers as an executive sponsor.
Follow Chandra Gundlapalli:
About Charles Schwab, CriticalRiver, Halen, Thomson Reuters, Unisys: CriticalRiver provides IT advisory, analytics and managed services.
Sanjeev Khati
Vice President and Market Unit Lead of Tata Consultancy Services
Sanjeev Khati is the Vice President and Market Unit Lead and he is the former Head of Business Development for Banking and Financial Services USA at Tata Consultancy Services, Sanjeev is responsible for driving the unit’s business development vision, strategy and targets, leading the sales force to structure and shape deals that deliver value and sustainable outcomes for clients. Sanjeev also heads the Capital Markets Unit for TCS USA, responsible for guiding the development of client relationships, driving overall unit strategy, customer centric offering development and fostering industry partnerships. Sanjeev specializes in envisioning and delivering large scale Technology and Business change programs for clients in the Financial Services Industry. With more than 19 years of experience and a proven track record, he has overseen many large transformation programs encompassing Application and bespoke Software development, Package Implementations & Reengineering, Systems Integrations, Operations & Infrastructure Outsourcing and Consulting engagements for his clients. His work experience has spanned across clients from various industry sub segments viz. Payments, Core Banking, Wealth and Asset Management, Capital markets and Market Infrastructure firms. In his previous roles as Senior Client Partner, Sanjeev has led TCS’s relationship with some of the world’s largest investment banks, asset managers, hedge funds, clearing houses and exchanges to deliver results in the areas of business planning and process optimization, business and IT architecture, application management, IT and Infrastructure outsourcing and business process outsourcing. Sanjeev is an avid business reader and golfer. He has a passion for sustainability and supports multiple non-profit organizations. He has completed an Executive Leadership Program from Ross School of Business, University of Michigan and a Bachelor of Technology in Electrical Engineering, and he is based in New Jersey.
Follow Sanjeev Khati:
About Tata Consultancy Services: Tata Consultancy Services is a multinational information technology services, business solutions and consulting company based in India.
Frank Jarolimek-Proner
Vice President of MergerTech Advisors
Follow Frank Jarolimek-Proner:
About MergerTech Advisors, MergerTech Advisors, MergerTech Advisors: MergerTech’s mission is to enable small and medium-sized technology companies to realize the value of their business.
William Weyerhaeuser
Vice President & Secretary of Clearwater Management Company
William Toycen Weyerhaeuser , also known as Bill, Ph.D. serves as a Vice President and Secretary at Clearwater Management Company, Inc. William Weyerhaeuser served as the Interim Chief Executive Officer at Columbia Banking System Inc. from June 2002 to February 2003. William Weyerhaeuser serves as Chairman of Columbia Banking System Inc. William Weyerhaeuser has been the Chairman of Columbia State Bank. He served as Vice Chairman of Potlatch Corporation since December 2008. He serves as President of the Seattle Opera Board of Trustees. He has been the owner and Chairman of the Board of Comerco, Inc., Holding Company for the Yelm Telephone Company. He served as the Chairman of Eden Bioscience Corp. since November 2001. He serves as a Director at Clearwater Management Company, Inc. William Weyerhaeuser has been a Director of Columbia Banking System Inc. since 1998. Since 1990, he served as a Director of Potlatch Corp from 1990 to December 2008. William Weyerhaeuser is also a Trustee of the University of Puget Sound. He was the Owner and Chairman of the Board of YCOM Networks from 1984 to July 2000. William Weyerhaeuser was also the Chairman and Chief Executive Officer of Rock Island Company from July 1994 to June 1998. He was a Clinical Psychologist in Tacoma, Washington, from 1975 to December 1998. He has been a Director of eHarmony.com, Inc since October 2013 and EDEN Bioscience Corp since May 1998. He has been a Director of Clearwater Paper Corporation since December 2012. William Weyerhaeuser received a B.A. degree from Stanford University, an M.A. degree from Fuller Theological Seminary, and a Ph.D. Degree from the Fuller Graduate School of Psychology.
Follow William Weyerhaeuser:
About Clearwater Management Company, Seattle Opera: Clearwater Management Company that is created to provide investment management and advice to individuals, families and small organization.
Erica Hill
Vice President Global Supplier Diversity and Inclusion of CBRE Group
Follow Erica Hill:
About CBRE Group, CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Laurence Midler
Executive Vice President and General Counsel of CBRE Group
Laurence H. Midler is Executive Vice President and General Counsel for CBRE. Until early 2014, Larry also served as the company’s Chief Compliance Officer, overseeing the Ethics and Compliance Program, which was initiated in late 2004, and he is the executive in charge of Global Risk Management, Internal Audit and Corporate Responsibility efforts for the firm. Prior to joining CBRE, Mr. Midler served as General Counsel to Micro Warehouse, Inc., prior to the acquisition of its North American businesses in 2003 by CDW Corporation. Following the sale, Mr. Midler served as sole director, President and CEO and led the process of selling the company’s European operations and winding up the company’s affairs. Earlier, Mr. Midler was an associate at Latham & Watkins, a global law firm, in their New York City office. Mr. Midler is active in giving back, both through work and in his personal time. At CBRE, Mr. Midler established a pro bono program, under which the CBRE Legal Department offers legal services to Goodwill Industries of Southern California, on whose advisory board Mr. Midler serves. He also spends time supporting other non-profit organizations including Bridge to Skate and the Jewish Grad Student Initiative, and he and the Midler family hosts the Alex Midler Roll-a-Thon, an annual skateboarding event that raises money to benefit organizations seeking a cure to childhood leukemia.Mr. Midler holds a Juris Doctor degree from the New York University School of Law and a Bachelor of Arts, with distinction, from the University of Virginia.
Follow Laurence Midler:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Ajay Malhotra
Vice President, Advisory & Transaction Services of CBRE Group
Follow Ajay Malhotra:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Bob Bruning
Vice President Supply Chain & Sourcing of CBRE Group
Follow Bob Bruning:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
John Lo
SVP of CBRE Group
John Lo is the Senior Vice President at CBRE.
Follow John Lo:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Michael Frost
Vice President & First Vice President of CBRE Group
Follow Michael Frost:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Jon Faulkenberg
Executive Vice President of CBRE Group
Follow Jon Faulkenberg:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
John Perlik
Vice President of Debt & Structured Finance of CBRE Group
John Perlik is the Vice President – Debt and Structured Finance of CBRE .
Follow John Perlik:
About Capstone Financial Solutions, CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Dan Lyne
Senior Vice President of CBRE Group
Follow Dan Lyne:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Dan Lyne
Senior Vice President of CBRE Group
Follow Dan Lyne:
About CBRE Group: CBRE Group is a holding company that conducts all of its operations through its indirect subsidiaries.
Trier-Lynn Bryant
VP of People of SigFig
Trier-Lynn Bryant is a dedicated, action-focused leader with distinctive Tech, Wall Street, and military performance, delivering first-rate results in complex and demanding environments. She is a sound professional with exceptional interpersonal and public relations skills that allow the development of strong rapport with individuals on all levels. Trier has a versatile background with international experience; she embodies contagious enthusiasm coupled with relentless work ethic. Currently, Trier is responsible for delivering a best-in-class recruiting function to build a pipeline of high-quality diverse talent by identifying, attracting, and developing candidates from campus for Twitter. In this role, Trier built Twitter’s first dedicated diversity team that increased black and Hispanic/Latinx student hires by 400% plus women student hires by 86%. Prior to joining Twitter in February 2016, Trier was Vice President at Goldman Sachs responsible for developing and executing the firm’s diversity talent acquisition strategy across 15 functions for both experienced hires and students. She crafted an innovative vision for HBCUs increasing presence on campus from 3 to 109 schools while streamlining campus activities increasing hires 82%. Additionally, Trier developed the first experienced hire diversity-focused sourcing strategy utilizing internal and external technology to identify 575+ black and Hispanic/Latinx candidates yielding 11 senior hires. Trier earned a B.S. in Systems Engineering with a minor in Spanish from the United States Air Force Academy. She is a decorated combat veteran after a seven year active duty career in the Air Force as a Cyber Network Engineer.
Follow Trier-Lynn Bryant:
About SigFig: SigFig is financial services firm that dedicates in making high-quality investment advice to investors of all wealth levels.
Rajiv Goyal
Executive Vice President of ThoughtFocus
Executive Vice President at ThoughtFocus .
Follow Rajiv Goyal:
About ThoughtFocus, ThoughtFocus: ThoughtFocus is a US based, privately held consulting, software engineering and business process management company.
Richard Ginsberg
VP of Engineering of Guidepoint
Hands-on engineering leader with two decades of technical experience. Works with adding process to engineering teams, scaling infrastructure, recruiting and developing engineering talent. Advocate for utilizing open source technologies. Active Angel Investor and Advisor to a portfolio of ~50 early stage companies.
Follow Richard Ginsberg:
About Guidepoint: Guidepoint is a leading expert network that connects business decision-makers and researchers with knowledgeable independent experts
Christopher Kristian
Executive Vice President and Managing Director of The Westport Group, LLC
Chris has been specializing in the analysis and planning of supplemental benefits for the last 22 years. He has a keen knowledge of the issues that surround supplemental benefit plans, as well as an uncanny understanding of the inner workings of the various insurance products. This allows him the ability to tailor the products to best meet the goals of his clients. Chris was the designer of Westport’s proprietary high-limit disability product, which was the first guaranteed issue multi-life high limit disability product ever offered for sale in the United States. Since launching the Executive Income Assurance Plan® (EIAP®), Chris and his team have developed a number of additional “first-of-its-kind” product offerings to meet the specific disability needs of their clients. Prior to co-founding The Westport Group, Chris was in private practice, working with executives, professional athletes and corporations to provide them access to high quality wealth preservation and intergenerational wealth transfer strategies. Chris has been the recipient of numerous industry awards and has presented many lectures on the uses of Executive Benefits to trade and professional groups. He has also been a featured guest on financial talk shows and has been recognized by Boston Magazine, for numerous years, as a Five Star Advisor. Chris has also been quoted in national and local publications including the Wall Street Journal, Providence Journal Bulletin, The Atlanta Constitution, and The Denver Post. Chris has authored numerous articles on a variety of subjects that pertain to all aspects of the insurance industry. Prior to the financial services industry, Chris had a successful career as a US Army Infantry Officer, serving in some of the Army’s most elite units, retiring as a Lieutenant Colonel. The qualities of honesty and integrity that allowed him access to these elite units has provided him with the ability to objectively create appropriate products and strategies for his clients. Chris holds a certificate in Leadership and Management from The Sloane School of Business, Massachusetts Institute of Technology. In addition, he holds a Master’s degree and a Bachelor of Science degree from the School of Mathematics and Science, Norwich University. He is also a graduate of the US Army Command and General Staff College. Personal: Chris is married to Martha with two adult children, Nicole and Jack. Enjoys learning, coaching, sailing, rugby, and watching virtually any sport. Both Chris and his wife are active in a number of charities.
Follow Christopher Kristian:
About The Westport Group, LLC: The Westport Group is an insurance firm working in the high-limit disability and multi-life insurance markets.
Jeffrey Feinstein
VP Global Analytic Strategy of LexisNexis Risk Solutions
Follow Jeffrey Feinstein:
About LexisNexis Risk Solutions: LexisNexis Risk Solutions provides information to assist customers in industry and government in assessing, predicting, and managing risk.
Debbie Atwell
Vice President, Public Records for Risk Solutions Business of LexisNexis Risk Solutions
Debbie Atwell is Vice President, Public Records for the risk solutions business of LexisNexis®. In this position, Atwell is responsible for managing the business between the risk and legal business units. This includes leveraging existing solutions and identifying new opportunities that would apply across these two business units. Prior to joining the risk solutions business, Atwell worked in the legal business in a variety of sales capacities, most recently leading the team who managed the Top 20 Customers for U.S. Legal Markets. She is a ten-time winner of the company’s Circle of Excellence sales award, and has been with LexisNexis for 16 years. Atwell earned her bachelor’s degree in Finance from Baldwin Wallace College and graduated Magna Cum Laude, and attended business school at John Carroll University in Cleveland.
Follow Debbie Atwell:
About LexisNexis Risk Solutions: LexisNexis Risk Solutions provides information to assist customers in industry and government in assessing, predicting, and managing risk.
Bill Brower
Vice President, Claims Product Management of LexisNexis Risk Solutions
Bill Brower serves as VP of claims product management at LexisNexis Risk Solutions.
Follow Bill Brower:
About LexisNexis Risk Solutions: LexisNexis Risk Solutions provides information to assist customers in industry and government in assessing, predicting, and managing risk.
William Min
Executive Vice President and General Counsel of LexisNexis Risk Solutions
William Min is the Executive Vice President and General Counsel at LexisNexis.
Follow William Min:
About LexisNexis Risk Solutions: LexisNexis Risk Solutions provides information to assist customers in industry and government in assessing, predicting, and managing risk.
Rob Crabtree
Vice President of Operations of Velocity Global
Rob leads Velocity Global’s client service organization. After receiving his bachelor’s degree in International Relations from Texas Christian University, Rob earned his Juris Doctor from the Charleston School of Law in Charleston, South Carolina. Rob’s legal background includes Admiralty law, international business transactions, immigration law, and employment law. Rob is currently in his final year of earning an International MBA from the University of Denver. He has experience working in countries throughout the world and has particular expertise working with the Gulf Cooperation Council countries in the Middle East. Beyond his professional pursuits, Rob enjoys traveling, hunting, fishing, and playing golf.
Follow Rob Crabtree:
About Velocity Global: Velocity Global is a global employment solutions provider that has reinvented the way companies expand overseas.
Greg Thiessen
Vice President of Finance of Velocity Global
Greg Thiessen is the Chief Financial Officer at Velocity Global, LLC.
Follow Greg Thiessen:
About Velocity Global, Velocity Global, Velocity Global: Velocity Global is a global employment solutions provider that has reinvented the way companies expand overseas.
Brett Jacobs
Vice President of Three Ocean Partners
Follow Brett Jacobs:
About Three Ocean Partners: Three Ocean Partners is an independent merchant bank founded in 2011 to capitalize on a promising period for boutique banking.
Julie Mork
Vice President of Human Resources of ATEK Companies
Julie Mork joined ATEK Companies as Vice President, Human Resources in 2014.
Follow Julie Mork:
About ATEK Companies, ATEK Companies: ATEK Access Technologies, LLC designs and manufactures automatic door and industrial safety systems.
Terence Vaughan
VP, Business Development & Sales of Constellation Research
Terence Vaughan is VP, Business Development & Sales @ Constellation Research.
Follow Terence Vaughan:
About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Holger Mueller
VP & Principal Analyst of Constellation Research
Follow Holger Mueller:
About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Sherrie King
Vice President of Sales and Business Development of Constellation Research
Sherrie King is Director of Lead Generation and Sales @ Constellation Research.
Follow Sherrie King:
About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Vinnie Mirchandani
VP & Principal Analyst of Constellation Research
Vinnie Mirchandani is VP & Principal Analyst @ Constellation Research.
Follow Vinnie Mirchandani:
About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
David Stanley
Vice President of Constellation Research
David Stanley is the Vice President at Constellation Research.
Follow David Stanley:
About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Elizabeth Herrell
Vice President and Principal Analyst of Constellation Research
Elizabeth Herrell is Vice President and Principal Analyst @ Constellation Research.
Follow Elizabeth Herrell:
About Constellation Research, Forrester Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Elizabeth Herrell
Vice President and Principal Analyst of Constellation Research
Elizabeth Herrell is Vice President and Principal Analyst @ Constellation Research.
Follow Elizabeth Herrell:
About Constellation Research, Forrester Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Doug Henschen
VP & Principal Analyst of Constellation Research
Follow Doug Henschen:
About Constellation Research: Constellation Research is a research and advisory firm helping early adopters improve the transformative power of disruptive technology.
Sally Taylor Shoff
Scores Vice President of FICO
Sally Taylor-Shoff is Scores Vice President, responsible for product management, marketing, analytic and software development, and analytic delivery for global syndicated FICO score products. Sally joined FICO (aka Fair Isaac) in 1987 as a data scientist, developing application scorecards for the consumer credit and utility industries. Subsequently she was the original product manager for the FICO Score product line, driving product launch and marketplace adoption including achieving endorsements for usage in the Mortgage industry. Sally has served FICO in other capacities including managing and growing the Marketing automation product line through both acquisition and new product development, and developing a new channel and business model by launching the FICO Analytic Cloud Marketplace. Sally holds a B.A. in statistics from the University of California at Berkeley.
Follow Sally Taylor Shoff:
About FICO: Fair Isaac Corporation enables businesses to automate, improve, and connect decisions to enhance business performance.
Steve Wilson
VP, Chief Procurement Officer of FICO
Leader of a great team of Developers, Husband, , Father, Coach and Fisherman.
Follow Steve Wilson:
About FICO, MamaBear App, Sluice: Fair Isaac Corporation enables businesses to automate, improve, and connect decisions to enhance business performance.
Jonathan Lupo
VP of Design of EPAM Systems
Jonathan Lupo serves as vice president of design at EPAM Systems.
Follow Jonathan Lupo:
About EPAM Systems: EPAM leverages its core engineering expertise as a leading global product development and digital platform engineering services company.
Phil Soffer
VP of Product-Service Systems of EPAM Systems
Follow Phil Soffer:
About EPAM Systems: EPAM leverages its core engineering expertise as a leading global product development and digital platform engineering services company.
Eric Meltzer
Senior Vice President & Chief Technology Officer of Waddell & Reed
Mr. Meltzer serves as a member of the firm’s Executive Leadership team and leads the technology teams dedicated to leveraging technology as a strategic asset across the organization, overseeing areas including enterprise technology architecture and infrastructure, cybersecurity, application development, and data integration, and service delivery management. Prior to joining Waddell & Reed Financial, he served as Chief Technology and Operations Officer at OppenheimerFunds, where he led a team of nearly 1,000 people and oversaw multiple functions, including technology, operations and cybersecurity. His prior experience also includes serving as Chief Technology Officer at Putnam Investments, where he led a 300-person team and oversaw the creation and execution of a technology strategy that enhanced applications, infrastructure, and telecommunications. Earlier in his career, he worked at a number of Wall Street firms, including Deutsche Bank and Kidder Peabody & Co. Mr. Meltzer received a Bachelor’s degree in Systems Engineering from Boston University and earned an MS in Operations Research from George Washington University.
Follow Eric Meltzer:
About Waddell & Reed: Waddell & Reed is an asset management and financial planning firm.
Patrick Rodman
SVP, Director of Advice Offerings, Digital & Automated Investing of Wells Fargo Advisors
Patrick Rodman serves as SVP and director of Advice Offerings, WFA Digital & Automated Investing at Wells Fargo Advisors.He is responsible for product management of both the Intuitive Investor offering, WFA’s digital advice platform, and the WFA Solutions offering (call center based advice). Since joining Wells Fargo in 2013, Patrick has supported the WFA retail brokerage business and has focused on strategy development efforts related to next generation investing & the direct investing business. Patrick maintains his Series 7 & 63 licenses and has worked in financial services for 16 years in client facing, product mgmt. & development, and strategy roles. Patrick earned his Bachelor’s degree in business administration from Saint Louis University and his MBA from Washington University’s Olin School of Business.
Follow Patrick Rodman:
About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
Sayeed Sanaullah
First Vice President, Strategy & Analytics of Wells Fargo Advisors
Sayeed serves as Vice President of Strategy & Analytics for Wells Fargo Advisors which is the financial advice and brokerage business of Wells Fargo. In this role, he leads strategic efforts around 1) growing the business (measured by revenue, client assets and profit) and 2) managing risks (ensure Financial Advisors act in the best interests of client, review Financial Advisor investment portfolio credit risk, reduce any legal and settlement costs). He has 13 years of leadership experience in financial services, banking, and technology industries in various functions of strategy, finance, M&A, marketing, sales, software products development, and technology promotion. He has increased profitability, generated growth, managed risk and led cultural change on multiple occasions. Prior to joining Wells Fargo, he managed $6 million annual revenue product component for IBM as a Technology Consulting and Strategic Planning Manager. He has been a speaker at multiple IBM conferences. He has published 2 technical articles and filed a patent/disclosure. He also serves as a board member and committed leader for multiple non-profit organizations (~ $100 million total annual budget) in the Greater St. Louis Area (Illinois and Missouri). He is a Wharton Fellow at University of Pennsylvania – The Wharton School. He earned a master of business administration degree in finance and strategy from Washington University in Saint Louis. He also holds a bachelor of technology degree in mechanical engineering with minor in economics from Indian Institute of Technology Kanpur.
Follow Sayeed Sanaullah:
About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
John Auble
Vice President, Marketing Program Manager, Digital Strategies of Wells Fargo Advisors
John is Vice President, Marketing Program Manager on Wells Fargo Advisors Financial Advisor (FA) Marketing Team. John Auble is an executive-level manager with more than 25 years of experience creating, implementing and tracking marketing, advertising and communications programs with increasing responsibilities in branding and digital strategy. He is currently a marketing program manager on the FA Marketing Team within Wells Fargo Advisors and has 21 years of FA marketing experience.
Follow John Auble:
About Wells Fargo Advisors: Wells Fargo Advisors provide advice and guidance to help maximize all elements of your financial life, whenever and however you need it.
Hari Shetty
Sector Head & Senior Vice President – Technology Platforms, Products & Gaming of Wipro Technologies
Follow Hari Shetty:
About Wipro Technologies: Wipro is a global information technology, consulting and business process services company.
Jared Hamm
Vice President Service Delivery of J-Curve Technologies
Jared Hamm is the Vice President of Business Development at J-Curve Technologies.
Follow Jared Hamm:
About J-Curve Technologies, J-Curve Technologies: J-Curve Technologies provides customer care, technical support, and provisioning support to UCaaS, education, healthcare, streaming media.
Steve Bonner
Vice President Information Services & VP of Operations of J-Curve Technologies
Steve Bonner is the Vice President of Operations and Information Technology for J-Curve Technologies. With over 20 years experience in contact center operations and the technology industry, Steve is responsible for overseeing all aspects of J-Curve’s operation and IT organizations. Prior to joining J-Curve, Steve was Vice President of Operations and IT for Fusion Marketing Partners and specialized in running third party customer service, sales and helpdesk client operations. Prior he was the Director of Systems Operations at Touchscape, a CRM software solutions company, where he was responsible for operations and production. Before Touchscape, Steve held the position of Director of Information Technology at MicroAge Teleservices. While at MicroAge Teleservices, he built the entire technology and operational infrastructure including network and system design as well as the development of a call center associate tracking system capable of automated labor reporting, scheduling, telephony integration, and custom reporting. He began his career at U S WEST as Network Engineering Manager for their Software Distribution division. Steve earned his Bachelor of Science degrees in Business Administration and Computer Information Systems from Colorado State University.
Follow Steve Bonner:
About J-Curve Technologies: J-Curve Technologies provides customer care, technical support, and provisioning support to UCaaS, education, healthcare, streaming media.
Ben Pring
Vice President and Director, Cognizant’s Center for the Future of Work of Cognizant
Ben Pring co-founded and leads Cognizant’s Center for the Future of Work. Ben is a co-author of the best-selling and award winning books, What To Do When Machines Do Everything (2017) and Code Halos; How the Digital Lives of People, Things, and Organizations are Changing the Rules of Business (2014). He has authored numerous other white papers on areas such as the economics of Big Data and the primacy of the digital customer experience. Ben joined Cognizant from Gartner where he spent 15 years researching and advising on areas such as Cloud Computing and Global Sourcing. Prior to Gartner Ben worked for a number of consulting companies including Coopers and Lybrand. At Gartner Ben was the lead analyst on all things “Cloud”; he wrote the industry’s first research notes on Cloud Computing (in 1997!), on Salesforce.com (in 2001) and became well known for providing provocative but accurate predictions about the future of IT. In 2007, Ben won Gartner’s prestigious annual Thought Leader Award. Ben was also heavily involved in tracking and analyzing the emergence of IT talent from outside western markets and the impact that globalization would have on business and IT strategies for organizations of all types. Ben’s expertise in helping clients see around corners, think the unthinkable, and calculate the compound annual growth rate of unintended consequences, took him to Cognizant where his charter is to research and analyze how clients can leverage the incredibly powerful new opportunities that are being created as new technologies make computing power more pervasive, more affordable, and more important, than ever before. Now based near Boston, Ben graduated with a degree in Philosophy from Manchester University in the UK where he grew up.
Follow Ben Pring:
About Cognizant: Cognizant is a professional services company, transforming clients’ business, operating and technology models for the digital era.
Philippe Dintrans
Senior Vice President of Cognizant
Philippe Dintrans is the Senior Vice-President and Global Consulting Leader of Cognizant Business Consulting’s Banking and Financial Services Practice. Philippe has led numerous consulting engagements covering business transformation, IT transformation and change management for marquee Cognizant clients. He holds a master’s of science degree in engineering from the Massachusetts Institute of Technology (MIT) and an MBA from INSEAD.
Follow Philippe Dintrans:
About Cognizant, Wipro Technologies: Cognizant is a professional services company, transforming clients’ business, operating and technology models for the digital era.
Asim Fareeduddin
Vice President, IT Security & Regulatory Controls Assurance of RELX Group plc
Asim Fareeduddin is the Vice President, IT Security & Regulatory Controls Assurance at RELX Group.
Follow Asim Fareeduddin:
About J. Mack Robinson College of Business | Georgia State University, RELX Group plc: RELX Group plcis is a global provider of information and analytics for professional and business customers across industries.
Roberta Gamble
Partner and VP of Frost & Sullivan
Roberta Gamble has over 17 years expertise consulting Global 1000 companies on market entry and expansion strategy, brand and demand, geographical expansion strategies and new market entry. She oversees a team of analysts and consultants with expertise across the energy and environment value chain, including oil & gas, power generation, power grids, energy storage, buildings, and water infrastructure. Her own research and expertise has focused on: •Thee convergence of IT and OT across oil & gas and power •Digital transformation of power grid and manufacturing •Smarter cities Roberta has headlined numerous key industry events and has been quoted and interviewed in national publications including the New York Times, Chicago Tribune, and NPR. She is a Partner and Vice President at Frost & Sullivan, and Global Business Unit Leader for the Energy and Environment team, which has over 100 analysts and consultants worldwide covering global energy, environment and infrastructure markets.
Follow Roberta Gamble:
About Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Alpa Shah
Global VP, ICT Research of Frost & Sullivan
Alpa Shah has been managing research and consulting projects at Frost & Sullivan for over six years. She oversees the development process of several market service teams – including areas such as Conferencing, Contact Center/CRM & Communications Infrastructure – to ensure timely delivery of high-quality materials. As a manager of these teams, Ms. Shah is also responsible for ensuring the success of projects undertaken. Ms. Shah is also involved in annual and quarterly business planning, from which goals and strategies are designed for the growth of all three teams. Throughout the years, Ms. Shah has been involved in various consulting projects involving unified messaging, conferencing, premises wiring, speech recognition and contact center products. These projects have been strategic in nature as the primary focus was to help clients successfully meet their business goals. Prior to joining Frost and Sullivan, Ms. Shah worked for Smith Barney for 5 years in its accounting division handling incentive compensation plans. In this position she was responsible for the capital accumulation and deferred compensation plans of top management and account executives. Thereafter, she worked as an account executive at Edward Jones. In these positions, Ms. Shah learned much about the operations of a financial company, financial instruments, and sales techniques. Ms. Shah received an MBA in Marketing from Hofstra University and a BS in Accounting from New York University.
Follow Alpa Shah:
About Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Kiran Unni
Vice President, Business Unit Leader of Frost & Sullivan
Follow Kiran Unni:
About Frost & Sullivan, Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Melanie Turek
Vice President, Research of Frost & Sullivan
Follow Melanie Turek:
About Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Melanie Turek
Vice President, Research of Frost & Sullivan
Follow Melanie Turek:
About Frost & Sullivan: Frost and Sullivan is a business growth consultation company focused on increasing brand demand.
Janet Barbookles
Vice President and General Counsel of Nova Ventures
Prior to joining Nova, Ms. Barbookles served as a judicial extern in the San Francisco Superior Court and the United States District Court for the Northern District of California. Ms. Barbookles received a BS from Northeastern University, JD from Golden Gate University School of Law, an L.L.M in Taxation from Boston University School of Law, and an M.B.A from Boston University School of Management. Ms. Barbookles is licensed to practice law in California and Massachusetts.
Follow Janet Barbookles:
About Nova Ventures: Nova Ventures Group Corp. provides a full range of executive management services
David K. Donovan
VP and Managing Director, Global Markets of Publicis Sapient
Follow David K. Donovan:
About Publicis Sapient, Publicis Sapient, Publicis Sapient: Publicis Sapient is a digital transformation platform.
