Advisory Board

Advisory Board

Thumbnail
Ellen (Robinson) Gentile

Assistant Vice President, Data Quality Manager & Data Steward

SUMITOMO MITSUI

Ellen Gentile, Assistant Vice President

Information Control Department, Americas Division

Ellen Gentile is the data quality manager for the SMBC Americas Division of Sumitomo Mitsui Banking Corporation. Ellen has over 20 years of experience in the financial services sector and has worked in various capacities for companies such as Cowan & Company, Morgan Stanley, Bank of America, Banc of America Securities and Pershing, LLC. As SMBC's data quality manager, Ellen works assiduously to establish and implement all facets of a comprehensive data quality program at the SMBC Americas division.

Prior to managing SMBC's data quality, Ellen championed the use of qualified data as a core enterprise resource supporting decision makers. To best deliver and monitor quality of service and information, Ellen established and set enterprise standards through operational quality scorecard products at Pershing, LLC. The quality based products she managed provided the much needed insight and transparency clients require to manage and grow their businesses.

 

 

Thumbnail
David Rukshin

Chief Technology Officer

WORLDQUANT

Mr. Rukshin is the Chief Technology Officer. Mr. Rukshin is responsible for the Firm's technology infrastructure, and for the operations function. From 1998-2014, Mr. Rukshin worked at D. E. Shaw group, a global investment and technology development firm with more than 1,000 employees. Most recently, Mr. Rukshin led a global team responsible for building a global technology infrastructure platform for quantitative trading businesses. From 2007 until 2011, Mr. Rukshin was global head of D. E. Shaw group's IT infrastructure engineering and operations. He held a variety of management and technical roles with D. E. Shaw group's IT organization from 1998-2007. Before coming to D. E. Shaw group, Mr. Rukshin worked at Chase Manhattan Bank supporting Equities, FX, and Fixed Income trading desks. Mr. Rukshin started his career in 1996 as a systems programmer at AT&T Labs Research. Mr. Rukshin holds M.S. in Technology Management from Columbia University, and B.S. in Management Science and Information Systems from Rutgers University.

Thumbnail
Sarah Biller

Founder & CEO

FINTECH SANDBOX


Sarah Biller is very active in the FinTech community. Sarah is the co-Founder of the FinTech Sandbox and currently sits on its Board of Directors. She is also an Entrepreneur, Advisor, Investor and teaches a graduate level course on the evolution of Financial Technology at Brandeis University.

Sarah was also most recently the Head of Innovation Ventures at State Street Bank's Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, Sarah has been a Principal in the launch of several successful venture-backed start-ups in the FinTech and Life Sciences sectors. Most recently she was the Co-Founder and President of Capital Market Exchange (CMX), a venture-backed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads.

Sarah has also held roles at Fidelity Investments; worked on MCI's corporate venture team; and launched and led research divisions for Fortune 500 CFO's and treasurers at the Corporate Executive Board. Ms. Biller studied Finance at West Virginia University and George Washington University.

Thumbnail
Jonathan Carroll

MD Enterprise Risk IT, Technology and Operations

BMO

Jonathan Carroll is the Managing Director, Enterprise Risk IT within Technology and Operations at BMO. In this capacity, he is responsible for leading all aspects of the planning, development, and implementation of risk infrastructure to ensure that the risk data and systems infrastructure in place for Enterprise Risk & Portfolio Management (ERPM) are consistent with best practices. He has recently moved to T&O from his previous role of Managing Director, Infrastructure, Market Risk and Risk Capital/Stress Testing within ERPM. Jonathan has worked in Risk Management since 2002 and has established and led the implementation of processes, systems and infrastructure to support Market, Credit and Liquidity Risk Management globally. His work in Risk Management has supported the entire spectrum of the analytical lifecycle from inception to model development, vetting, implementation and on-going performance monitoring and management. Prior to working in Risk Management within Financial Services, his previous jobs include various positions in creating data-driven/knowledge based solutions for Intel and Hatch Associates, a global engineering firm. Jonathan holds a BSc in Mechanical Engineering.

 

 

Thumbnail
Raymond Hanson

Managing Director, Global Technology Lead for the Financial Regulation (FinReg) Program

CREDIT SUISSE

Raymond Hanson is a Managing Director of Credit Suisse in the Global Markets division, based in New York. He is the global technology lead for the Financial Regulation (FinReg) Program, responsible for the technology delivery of regulatory driven change across multiple regions, jurisdictions, and asset classes. Ray is also a member of the DTCC DerivServ Technology Advisory Council.

Prior to this role, Raymond held a variety of front office technology roles at Credit Suisse in both New York and Tokyo, primarily focused on Fixed Income Trading across cash and derivatives markets. In addition, he has served in a number of regional IT management roles, including Head of Tokyo IT. Raymond received a bachelor's degree magna cum laude from the University of Rochester.

 

Thumbnail
William (Bill) Murphy

Chief Technology Office

THE BLACKSTONE GROUP

Thumbnail
Victor Tewari

Senior Technology Officer, CM Institutional & Corp Banking Technology

BMO FINANCIAL GROUP

Victor currently serves as a Senior Technology officer at the Bank Of Montreal (BMO). Servicing Global Capital Markets & Client Services Divisions; Victor and his team have accomplished the following since June of 2014:

• Implemented the global Client LifeCycle Management platform (Fenergo) for Capital Markets;
• Standardized customer data capture, enhanced regulatory and compliance controls and visibility over the Client On-Boarding process for North America & Europe.
• Reporting / reconciliation to support a broad range of regulatory processes (Volcker, IIROC, FATCA, DFA, CTR, etc.)
• Digitized the Legal Agreements Platform for Capital Markets
• Established eSignature solution for all of Compliance, Legal and Client Onboarding platforms.

Victor's recent focus has now shifted and he's become the Lead Solutions Architect and Supplier Manager for the firms' Capital Markets Client Data Strategy Program. The effort is targeted to complete in Oct '17.
The effort will merge various federated client customer "golden" sources onto one centralized platform, with the aim to "match & merge" customer information with trade detail and credit risk information. The effort will also provide greater line of sight to counterparty hierarchy, credit risk exposure, reduce operational risk & produce greater operating efficiencies of core client information. The bottom line business results will produce a vehicle where we can increase revenue generation through up-sell and cross-sell opportunities with clients.

In addition to the Client Data Strategy focus; Victor is also exploring and designing a CM "Big Data" Data Science solution. Various business use cases revolving around Data Discovery and Data Analytics has driven needs to implement the correct Hadoop/Big Data ecosystem model. The model needs to fully leverage or existing enterprise "Big Data" architecture but also help address current gaps. The main focus in this effort is to address scalable, "time to market" and performance while keeping "Total Cost of Ownership" at the lowest point possible.

Victor has a Computer Science & Math degree from the College of New Jersey; He possesses a PMP certification and also has obtained continued learning certificates from Columbia University and New York University.

Prior to BMO; Victor's career has provided the following experiences:

• Nomura Securities (2009-2014) - Regional Head of US Client Reference Data Technology - Vice President
• CIBC World Markets (1999-2009) -Regional Head of US Global Operations Web Technologies - Director
• Mellon Bank - (1997 - 1999)Technology Head
• Moore Capital Management (1997 - 1997) - Trade Floor Technology Lead
• PaineWebber/UBS - (1994 1997) Financial Technology Specialist

Thumbnail
Anthony G. Vigilante

Managing Director - Head of Global Information Technology & Information Security

MACKAY SHIELDS

Anthony is a Managing Director and head of the Global Information Technology group at MacKay Shields. He graduated from New York University with a BS in Information Systems Management and from Fordham University with an MS in Computer Science. Anthony also holds an Advanced Certificate in Financial Econometrics and Data Analysis from the Graduate School of Arts & Sciences at Fordham University. He regularly speaks at various technology conferences and enjoys volunteering his time with the Computer Science program at Fordham University. He joined MacKay Shields in 1999 and has been in the industry since 1994.

Thumbnail
Julia Bardmesser

SVP, Head of Data, Architecture and Analytics

VOYA FINANCIAL

Julia Bardmesser has recently joined Voya as Senior Vice President, Head of Data, Architecture and Analytics. In her role Julia is leading the transformation of Voya's enterprise data, architecture and analytics operating model to enable contemporary practices and robust discipline. 

Prior to joining Voya Julia was a Global Head of Data Integration at Deutsche Bank, where she led the implementation of global metadata management platform that enabled data lineage and robust front to back data quality measurement. 

Julia has over twenty years of experience in data management, data governance, data architecture and cross-platform solution delivery in the financial industry. She also worked at Citi, FINRA, Freddie Mac, Thomson Financial Services, Bear Stearns and Bloomberg L.P.

Julia has a Master of Arts degree in Economics from the New York University.  

Thumbnail
Robert Huntsman

Senior Director of Strategy and Research - Emerging Technologies and Head of Data Science Practice

SYNECHRON

Robert Huntsman, CFA is Senior Director of Strategy and Research - Emerging Technologies and Head of Data Science Practice at Synechron, based out of New York. He brings to the company over eighteen years of experience leading the design, development and commercialization of advanced technologies for the world's leading financial institutions. Clients and his delivery team benefits from a proven track record of driving double digit revenue and profit growth and building and leading successful organizations as well as his deep expertise in machine learning, artificial intelligence, data science, analytics and finance. Robert is able to combine strong quantitative, critical thinking and analytical skills with excellent communication and interpersonal skills to develop and market new products and technologies; establish new and grow existing client relationships; build complex AI, machine learning and advanced analytics platforms; and lead organizations. While at Synechron, he has been instrumental in R&D related to Synechron’s AI Accelerators drawing on experience across Machine Learning, Data Science, Financial Modeling, and Programming (Python, SQL, R, Spark, Visual Basic) to deliver industry leading innovation. Additionally, he draws on prior experiences at firms including Morgan Stanley, FTSE Russell, and Progressive Insurance; certifications as a Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM); and a bachelor’s degree from Stanford University and MBA from UCLA Anderson School of Management. 
https://www.linkedin.com/in/roberthuntsman/
 

Thumbnail
Maryse Gordon

Senior Pre-Sales and Business Development Manager

UnaVista, LSEG

Maryse has worked with financial software for 10  years and gained a wealth of knowledge and experience ranging from product development and support, to product management and Pre Sales. Staring her career at Hewlett Packard and progressing onto Logica, Maryse now represents UnaVista as a Senior Pre-Sales and Business Development Manager covering the Regulatory Compliance, Risk and Controls, and Data Solution offerings. Alongside being responsible for driving revenues across the US, leading market, industry and product research around regulatory compliance, Maryse actively contributes to the growth of the business, providing thought leadership and ensuring solutions are inline with industry appetite.

 

Thumbnail
Howard Bush

Principal, Banking & Capital Markets Lead

MICROSOFT

Howard Bush is a Principal, Banking & Capital Markets Lead on the Azure Cloud + AI Industry Experiences team at Microsoft.  Howard is a 25+ year banker, wrapped in IT clothing, building bridges to cloud adoption. As a practitioner of the "Art of the Possible" at Microsoft, he has established a successful career by being curious and wanting to transform an entire industry at the speed innovation. Howard has demonstrated his leadership prowess within the four walls of companies like Bank of America, National City Bank, First Union National Bank, KeyBank, Edward Jones Investments, and Bankers Trust.  He has extensive banking experience focused on Operations, Sales, Commercial Lending, Human Resources and Technology - implementing very large, complex banking systems across Branch and ATM networks, Call Centers, and Data Operations. His last 7 years at Microsoft have been spent as a Managing Architect of Enterprise Strategy, Southeast District Consulting Services Manager, and Global Business Program Manager on the Worldwide Industry Solutions team building digital solutions and offerings for banking, capital markets and insurance. Want to connect with Howard and learn more? Follow him on Twitter and Linkedin.

Thumbnail
Koley Corte

Global Head of Business Transformation

ALLIANCE BERNSTEIN

A senior executive focused on leveraging data and digital to drive strategic change, Koley Corte is currently Senior Vice President and Global Head of Business Transformation at AllianceBernstein focused on developing transformative growth strategies for next generation institutional and retail distribution.  Koley’s areas of current focus include sales enablement, demand generation, robotics and automation, predictive analytics and new channel development. 

Prior to joining AB, Koley was at Reed Elsevier (RELX) where she served as Senior Vice President and Head of Digital, Innovation and Customer Acquisition Strategies, Americas Region for Reed Exhibitions (RX).  Other leadership roles Koley has held include Vice President, Head of Market & Competitive Strategy and Integrated Campaign Management at TIAA, where she led teams responsible for developing the environmental backdrop with insights and implications for revenue growth and diversification strategies, the rebrand and large-scale external communication initiatives, including complex product redesigns.  Previously, Koley held progressive leadership roles at American International Group (AIG).  

Koley received her MBA with distinction from the Leonard N. Stern School of Business at New York University, with a concentration in Finance, Management, and International Business, and her B.A. cum laude in Economics and Psychology from Brandeis.

Thumbnail
David Saul

SVP and Chief Scientist

STATE STREET

David Saul is Senior Vice President and Chief Scientist at State Street Corporation, reporting to the Chief Information Officer. In this role, he is responsible for proposing and assessing new advanced technologies for the organization as well as evaluating technologies already in use at State Street and their likely evolution in order to reinforce the organization's leadership position in financial services.

Mr. Saul previously was Chief Information Security Officer, where he oversaw State Street's corporate information security program, controls and technology. Prior to that, he managed State Street's Office of Architecture, where he was responsible for the overall enterprise technology, data and security architecture of the corporation. Mr. Saul joined State Street in 1992 after 15 years with IBM's Cambridge Scientific Center, where he managed innovations in operating systems virtualization, multiprocessing, networking and personal computers. Mr. Saul serves as a Trustee of the Massachusetts Eye and Ear Infirmary. In 2007 he was honored with a Computerworld Premier 100 IT Leader Award. American Banker named Mr. Saul as one of its Top Innovators of 2013 for his work on data semantics and standards.

Mr. Saul holds Bachelors and Master's degrees from the Massachusetts Institute of Technology.

 

 

Thumbnail
Sudhir Kaloth

Director - IT MIS/Regulatory and Compliance

OPPENHEIMER

Sudhir kaloth has 20 years of IT experience across the industry in different role with concentration in financial industry for the past 10 years, He Has a Masters Degree in Computer from BITS, Pilani, Inida. Presently working at Oppenheimer as a Director, Information Technology (MIS/Regulatory & Compliance). He worked on designing Business Intelligence products using Artificial Intelligence technique for data-mining and prediction related to financial and healthcare data. Managed e-commerce,e-publishing,e-procurment technology for retail industry.
He worked as Sr. Scientific officer at Department of information technology, Government of India and interconnected research institute accross the subcontinent during 1995. Published research paper In Neural Networks. His field of interest are Machine learning & Neural networks and its application in Risk, Surveillance, Financial Crime and intelligence.

Thumbnail
Manan Rawal

EVP, Head of US Model Risk Management

HSBC

Manan is currently a Senior Vice President at HSBC where he focuses on stress testing and enterprise wide risk management. Previously, he was Regional Manager of OTC Derivatives Pricing and Risk for HSBC's securities services division which involved evaluating client portfolios across multiple asset classes and strategies in the alternative investment space. Manan also worked at Deutsche Bank, Swiss Re and DKR Capital. At DKR, he ran a portfolio focusing on global volatility trading across convertible bonds and equity derivatives. His experience covers portfolio management for derivative products as well. He is also an adjunct faculty member at the New York Institute of Finance. Manan specializes in courses related to the trading and risk management of derivatives across asset classes, including equity, fixed income, foreign exchange and credit. His course offerings have also included stress testing, Asian capital markets, and structured products.
Manan has a B.S. Finance from the Wharton School at the University of Pennsylvania, M.Sc. in Economics from the London School of Economics and an executive MBA from the Trium program.

Thumbnail
Charles Dwyer

Former Head of US Technology Support

DEUTSCHE BANK ASSET MANAGEMENT

Charlie is an experienced financial services executive having managed global operations and technology teams supporting Asset Management, Wealth Management and Asset Servicing Business. Formerly a Director of Deutsche Bank - Asset and Wealth Management Operations and Technology as head of US technology support. Charlie is a CFA and graduated from University of Massachusetts-Amherst with a Bachelor of Business and from Pace University with an MBA.

Thumbnail
Michael Radziemski

Partner

FORTIUM PARTNERS

Michael Radziemski is a partner in Fortium's New York practice. He brings more than 30 years of global technology leadership in the Financial Sector, with extensive experience working with CEOs and executive business leadership teams. Expert at technology strategy, business alignment, and overall enterprise strategic planning and execution. Broad technology expertise includes: strategic software development, large project delivery, cyber security, thoughtfully leveraging cloud computing, optimizing staffing with full-time, contract, outsourced, and offshore resources, and risk management. Radziemski has earned a reputation as a technology executive who can provide steady, clear-headed leadership in periods of chaos and complex business transitions.

Leadership Roles:

• CIO and Partner, Lord, Abbett & Co., LLC
• Managing Director, Global Head of Technology, Citibank Global Asset Management
• VP, Head of Technology, MetLife
• Managing Director, Head of Technology, Bankers Trust Company
• Chair, Investment Company Institute (ICI) Technology Committee

Radziemski holds an MS in industrial engineering from Stanford University and a BS in operations research and industrial engineering from Cornell University.

Thumbnail
Diarmuid O’Donovan

Chief Operating Officer

RIMES

 Diarmuid O’Donovan joined RIMES in 2017 having spent his entire career within the securities services and asset management industry. Prior to RIMES, Diarmuid was the Chief Data Officer at Legal & General Investment Management (LGIM), responsible for delivering an enterprise-wide information management capability and previously, Diarmuid was Global Head of Data at UBS Asset Management where he was a senior member of the middle and back office management team responsible for pricing, benchmarks, corporate actions and data management. He has also held several senior roles during a 10-year career at JPMorgan.

Thumbnail
Martin Caupin

Head of Analytics Lab, CIB Americas - Innovation

BNP PARIBAS

Martin Caupin joined BNP Paribas 8 years ago; he now leads the Analytics Lab within CIB Americas Innovation. Within his role, he wishes to provide insights from the data and enhance business processes. His team leverages on a data science expertise for discovery and strong IT skills to facilitate delivery. Previously, as a Portfolio Manager in CIB Americas, New-York, Martin worked on several projects including synthetic loans securitization.

He worked as a credit Quant, in Brussels and Paris, providing the data and analysis to facilitate decisions on BNP Portfolios. Martin holds a MSc in aerospace engineering with a major in financial engineering from ISAE – SUPAERO (Toulouse, France).

Thumbnail
Travis Skelly

Senior Vice President, Venture Investing

CITI VENTURES

Travis Skelly joined the Citi Ventures New York office in 2016. Travis embraces Citi Ventures’ “best of both worlds” corporate venture model of combining value-added strategic investing with venture capital best practices by investing in high potential startups and driving engagement with Citi executives and clients. Travis invests across Citi Ventures’ five focus areas, which include Fintech, Data Analytics and Machine Learning, eCommerce, Enterprise IT, and Customer Experience and Marketing. Travis’ portfolio includes Clarity Money (acquired by Goldman), HighRadius, PPRO, ScaleFactor, Contguard, SmartAsset, and two others not yet announced.

Travis started his career as a Financial Services consultant at Accenture, before moving to a strategy role at HSBC. During graduate school he cofounded Embarkly (a marketplace for pet owners). After his MBA, he joined Nomura’s Leverage Finance Group where he executed debt transactions for financial sponsors and corporate clients. Most recently, Travis was an investor at FinTech Collective, a fintech-focused venture fund where he made over 20 early stage investments.

Travis received his MBA from the University of Texas and his BS in Finance and International Business from Georgetown University. In his spare time, Travis is a tortured golfer, nascent world traveler, and occasional triathlete.

Thumbnail
Sandip Sahota

Managing Director, Head of Enterprise Data Services

CPP INVESTMENT BOARD

Sandip leads the Enterprise Data Services group at CPP Investment Board. Working closely with data consumers across CPPIB, his teams are responsible for developing the data strategy and managing the operations for market, reference and internal investment data.

Sandip brings over 18 years of financial-industry experience. He joined CPPIB in January, 2015 after a 15-year tenure at Morgan Stanley in increasingly senior roles within the Enterprise Data Services division leading cross-functional teams across the data and technology domains. Within his responsibilities, he provided coverage across Investment Groups, Operations, Legal and Compliance and Finance.

Sandip earned a Bachelor of Science degree in Management Information Systems and a Bachelor of Arts degree in Political Science from the University of Tampa.

Thumbnail
Michael Beal

CEO

DATA CAPITAL MANAGEMENT

Michael Beal is the CEO of Data Capital Management. A systematic Hedge Fund that specializes in machine learning, advanced technologies and novel data sources to generate differentiated and uncorrelated returns for the clients of its DCM A.I. Absolute Return Fund.

Prior to DCM, Mr. Beal co-founded the Big Data and Advanced Analytics group for JP Morgan Chase and was an investor with TPG Capital and Morgan Stanley. Michael is a frequent Keynote and CNBC contributor and is passionate about investing, the onset of the “Data Economy” and the application of disruptive technologies to valuable “problems to solve”.

Michael earned a BA from Harvard College with honors in Economics and an MBA from Harvard Business School with distinction. Michael is an active Board Member of the City University of New York’s Medgar Evers College.

Thumbnail
Nancy Selph

SVP Advanced Technology and Partnerships

WELLS FARGO

Thumbnail
Mike Chen

Portfolio Manager, Dynamic Equity; Lead Portfolio Manager, ESG Equity

PANAGORA ASSET MANAGEMENT

Mike Chen, Ph.D.

Portfolio Manager, Dynamic Equity; Lead Portfolio Manager, ESG Equity

Dr. Chen is a Portfolio Manager at PanAgora. In this role he is responsible for novel alpha research and model development in the Dynamic team and across the wider Equity group, and daily management of firm’s Dynamic portfolios. Dr. Chen is also responsible for leading the development of PanAgora’s ESG strategy, including alpha research, portfolio management, and model and product development. Dr. Chen’s research interests are in the areas of machine learning, ESG, and alternative datasets. Previously, he was a portfolio manager at PanAgora’s Stock Selector team.

Prior to joining PanAgora, Dr. Chen was a Portfolio Manager at BlackRock’s Scientific Active Equity (SAE) team, where his responsibilities include portfolio management and research into alpha insights for use across the entire SAE platform. While at SAE, Dr. Chen won “Signal of the Year” award for a signal he researched and developed. Prior to BlackRock, Dr. Chen worked at Google where he was a member of the team that managed Google’s fixed income investment portfolio and FX exposures. Dr. Chen started his career at Morgan Stanley in New York where he traded and managed a portfolio of exotic US rates derivatives. While at Morgan Stanley, Dr. Chen researched, developed and patented a framework that allowed for pricing of derivatives based on two rate curves with dynamic multiplicative spread, one of the first such models on the street.  

Dr. Chen graduated from the University of Illinois in 2005 with a Ph.D. in Electrical and Computer Engineering. He has published in leading engineering and applied mathematics journals, and had been invited to talk at numerous conferences.

Thumbnail
Christian Nentwich

Chief Executive Officer

DUCO

Christian Nentwich is co-founder and CEO of Duco, a true disruptor in the data quality and reconciliation market. A lifelong technologist with a relentless passion for simplifying complex data using augmented machine learning and AI automation, Christian has led Duco from a few lines of code five years ago to an award winning global enterprise. He has a proven track record of building successful businesses and leadership teams that deliver transformational experiences to clients. Prior to Duco, Christian founded Systemwire, which exited to Message Automation and further to Broadridge. He holds a BSc and PhD in Computer Science from University College London and is a winner of its Faculty Medal in Mathematical and Physical Sciences.

Thumbnail
Mireille Dyrberg

Chief Operating Officer

DUCO

Mireille Dyrberg is Duco’s Chief Operating Officer with responsibility for customer success, all administrative functions, finance and legal. She was previously Chief Operating Officer of TriOptima, a post-trade services firm providing trade reconciliation, portfolio compression, risk analytics and margin services. Earlier in her career, Mireille was the Global Business Manager for Rates at Dresdner Kleinwort, before which she held a series of Operations leadership roles both in London and Frankfurt. She holds a BA from the University of Kent at Canterbury and a double MA degree with Distinction from Exeter University and the Uniwersytet Jagiellonski w Krakowie, specializing in macroeconomics.

Thumbnail
Peyton Kay

Strategic Marketing

DUCO

Peyton Kay leads our Strategic Marketing and Go-To-Market functions. Driven by innovation and speed to market, Peyton brings deep international marketing experience to the Duco team. Focused on solving what’s next for the customer, he has held numerous leadership roles at a range of both consumer and enterprise software firms including MSCI, Thomson Reuters, AOL, and Seagram’s. Most recently Peyton was Global Head of Marketing, Sales Enablement and Communications at MSCI. Peyton graduated from Wittenberg University with a B.A in Business Administration with a concentration in Marketing.

Breman Thuraisingham

Executive Director

MORGAN STANLEY

Barry Raskin

Managing Director

JORDAN AND JORDAN

Thumbnail
Terry Keebaugh

Director of Business Development

TCS

In a career spanning more than 25 years, Terry Keebaugh has successfully developed client relationships in a variety of industries including Communications, Energy, Media, Financial Services and Travel/Transportation.  In her current role, Terry is the Director of Business Development for Financial Services in the Southeast, for Tata Consultancy Services (TCS), now the world’s second largest IT services, consulting and business solutions organization.

 Prior to this role, Terry was a Sales Executive for IBM, receiving numerous top performer awards while managing a high performance team of sales and technical leaders, delivering innovative solutions to her clients, growing revenues and building client satisfaction.  Terry also championed new product development and launch through strategic alliances with her key clients.  She was awarded a First Patent Application Invention Award from Ginni Rometty, CEO of IBM. 

Terry has a Biomedical Engineering degree from Catholic University, as well a Physics degree from Georgetown University, both in Washington DC.  She studied at Harvard and Wharton Business Schools under IBM’s Business Leadership curricula.  She is active in the community, having participated in the Corporate Leadership Council for the Fernbank Museum in Atlanta, and the Board of Governors for the GA Chamber of Commerce in 2016.  She served as the IBM Executive Chair for the Employee Charitable Contribution Campaign (ECCC) for the Atlanta Metro Area in 2014 and 2015, and served on the IT United Way Technology Committee in Atlanta from 2007 - 2013.  Living in Alpharetta GA, she is married and has three children.

Thumbnail
Sarah Biller

Founder & CEO

FINTECH SANDBOX


Sarah Biller is very active in the FinTech community. Sarah is the co-Founder of the FinTech Sandbox and currently sits on its Board of Directors. She is also an Entrepreneur, Advisor, Investor and teaches a graduate level course on the evolution of Financial Technology at Brandeis University.

Sarah was also most recently the Head of Innovation Ventures at State Street Bank's Global Exchange division and its Chief Operating Officer for Innovation. Prior to joining State Street, Sarah has been a Principal in the launch of several successful venture-backed start-ups in the FinTech and Life Sciences sectors. Most recently she was the Co-Founder and President of Capital Market Exchange (CMX), a venture-backed predictive analytics platform utilizing investor sentiment to help bond investors anticipate near-term changes in spreads.

Sarah has also held roles at Fidelity Investments; worked on MCI's corporate venture team; and launched and led research divisions for Fortune 500 CFO's and treasurers at the Corporate Executive Board. Ms. Biller studied Finance at West Virginia University and George Washington University.

Thumbnail
Victor Tewari

Senior Technology Officer, CM Institutional & Corp Banking Technology

BMO FINANCIAL GROUP

Victor currently serves as a Senior Technology officer at the Bank Of Montreal (BMO). Servicing Global Capital Markets & Client Services Divisions; Victor and his team have accomplished the following since June of 2014:

• Implemented the global Client LifeCycle Management platform (Fenergo) for Capital Markets;
• Standardized customer data capture, enhanced regulatory and compliance controls and visibility over the Client On-Boarding process for North America & Europe.
• Reporting / reconciliation to support a broad range of regulatory processes (Volcker, IIROC, FATCA, DFA, CTR, etc.)
• Digitized the Legal Agreements Platform for Capital Markets
• Established eSignature solution for all of Compliance, Legal and Client Onboarding platforms.

Victor's recent focus has now shifted and he's become the Lead Solutions Architect and Supplier Manager for the firms' Capital Markets Client Data Strategy Program. The effort is targeted to complete in Oct '17.
The effort will merge various federated client customer "golden" sources onto one centralized platform, with the aim to "match & merge" customer information with trade detail and credit risk information. The effort will also provide greater line of sight to counterparty hierarchy, credit risk exposure, reduce operational risk & produce greater operating efficiencies of core client information. The bottom line business results will produce a vehicle where we can increase revenue generation through up-sell and cross-sell opportunities with clients.

In addition to the Client Data Strategy focus; Victor is also exploring and designing a CM "Big Data" Data Science solution. Various business use cases revolving around Data Discovery and Data Analytics has driven needs to implement the correct Hadoop/Big Data ecosystem model. The model needs to fully leverage or existing enterprise "Big Data" architecture but also help address current gaps. The main focus in this effort is to address scalable, "time to market" and performance while keeping "Total Cost of Ownership" at the lowest point possible.

Victor has a Computer Science & Math degree from the College of New Jersey; He possesses a PMP certification and also has obtained continued learning certificates from Columbia University and New York University.

Prior to BMO; Victor's career has provided the following experiences:

• Nomura Securities (2009-2014) - Regional Head of US Client Reference Data Technology - Vice President
• CIBC World Markets (1999-2009) -Regional Head of US Global Operations Web Technologies - Director
• Mellon Bank - (1997 - 1999)Technology Head
• Moore Capital Management (1997 - 1997) - Trade Floor Technology Lead
• PaineWebber/UBS - (1994 1997) Financial Technology Specialist

Thumbnail
Joseph Lodato

Managing Director, Global Head of Compliance Surveillance and Technology

GUGGENHEIM PARTNERS

As a Executive, with more than two decades of fast-track leadership experience in the financial services industry, Joe Lodato offers a comprehensive understanding of the issues, trends, challenges and solutions facing leaders in today's dynamic and volatile financial services organizations.

Joe's career success is based on strong and decisive leadership, combined with the ability to bridge the divide between technology and business and ensure alignment with corporate objectives delivered through technology.

In Managing Director and Chief Operating roles, Joe led the successful integration of technology with financial and operations processes to ensure compliance and drive productivity across all levels of the organization, and in a variety of settings, from startup organizations to large global services organizations, including Bank of America, Lehman Brothers, Barclays Capital and AllianceBernstein.

Joe earned his degree in finance from the Lublin School of Business at Pace University in New York City and presently is the Chief Compliance Officer at Guggenheim Securities

 

Thumbnail
Ruth MacQuiddy

Technology Strategist, New York Lab - Global Innovation

Deutsche Bank

Thumbnail
Alla Whitston

Managing Director, Enterprise Chief Technology Officer and End User Computing Executive

BANK OF AMERICA

Alla is the Chief Technology Officer (CTO) for Bank of America's enterprise functions, as well as the End User Computing executive. She is also the bank's relationship manager for Microsoft and Hewlett Packard.

In her CTO role, Alla owns the end-to-end client engagement, design, plan, build and operation of infrastructure solutions for the company's enterprise functions, which includes Global Technology & Operations, Corporate Audit, Finance, Global Human Resources, Global Marketing & Corporate Affairs, Legal, Compliance and Regulatory Relations.

In her role of End User Computing executive, Alla is responsible for delivering end-to-end technology and operations supporting desktop platforms, mobility services, communication and collaboration technologies, secure messaging, spam/anti-virus, Office Suite and managed desktop and print/fax services.

Alla's team operates in more than ten countries and includes approximately 1,900 employees and contractors world-wide.

Previously, Alla led the Infrastructure Solutions team where she was responsible for client relationship management for Global Wholesale Banking, which included the plan, design, architecture and delivery of infrastructure for the Global Wholesale Banking business.

Prior to joining Bank of America in 2011, Alla served as Managing Director in the Investment Banking division at JP Morgan, responsible for Application and Infrastructure Management supporting global equities and prime brokerage. Previously, Alla was Senior Managing Director at Bear Stearns responsible for Global Cash Equities Infrastructure and Application Management. She also held leadership positions at Goldman Sachs, Bankers Trust and Home Insurance.

Alla earned a Computer Science degree from Georgia Technical University.

She lives in New York , NY with her husband and son.

Thumbnail
Laura Hamilton

Managing Director

BANK OF AMERICA MERILL LYNCH

Thumbnail
Lucien Foster

Head of FinTech Strategy and Partnerships

BNY Mellon

Thumbnail
Abel Picardi

Chief Compliance Officer

BANK OF CHINA

Thumbnail
Nick Williams

Head of Intrastructure Labs and Development

MORGAN STANLEY

Thumbnail
Nancy Selph

SVP Advanced Technology and Partnerships

WELLS FARGO

Thumbnail
Keith Lubell

Chief Technology Officer

BERKERY NOYES

Thumbnail
Arijit Das

SVP, FinTech Solutions and Enterprise Messaging, Blockchain Development

NORTHERN TRUST