Speakers 2018

Speakers 2018

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Cathy Bessant

CIO

Bank of America

Catherine P. Bessant is chief operations and technology officer at Bank of America, and is a member of the company’s executive management team. Since 2010, Bessant has led Global Technology and Operations (GT&O), delivering end-to-end technology and operating services across the company through nearly 95,000 employees and contractors in more than 35 countries.

Bessant has held a number of senior leadership roles for the company. She was president, Global Corporate Banking; president, Global Product Solutions and Global Treasury Services; chief marketing officer; president, Consumer Real Estate and Community Development Banking; national Small Business Segment executive; and president of the Florida market. She joined the bank as a corporate banker in 1982.

Bessant represents our employees on a number of important topics serving as executive sponsor for the company’s Lesbian, Gay, Bisexual and Transgender (LGBT) Pride executive board, the LGBT Ally program, and the Disability Advisory Council. She is one of OUTstanding’s top 10 Leading LGBT+ & Ally Executives.

Active in the community and region, Bessant received the 2018 Distinguished Service Award from the University of North Carolina at Charlotte. In addition, she was awarded the North Carolina Order of the Long Leaf Pine and was recognized by the Charlotte Business Journal with the Women in Business Lifetime Achievement Award. She chairs the North Tryon Vision Plan Advisory Committee.

Bessant recently led the formation of The Council on the Responsible Use of Artificial Intelligence (AI). Managed by the Harvard Kennedy School’s Belfer Center for Science and International Affairs, the council will convene the brightest minds from tech, business, academia and government.

Bessant serves on the board of directors of Zurich Insurance Group and the advisory board for the Ross School of Business at the University of Michigan. She is ranked No. 1 among the “25 Most Powerful Women in Banking” by American Banker. She also appears on Working Mother magazine’s “50 Most Powerful Working Moms” list of 2018.

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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.

 

 

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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.

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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.

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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.

 

 

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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.

 

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William (Bill) Murphy

Chief Technology Office

THE BLACKSTONE GROUP

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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

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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.

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William (Bill) M. Cohee

Data Quality Manager, Chief Data Office

HSBC

Breman Thuraisingham

Executive Director

Morgan Stanley

Barry Raskin

Managing Director

JORDAN AND JORDAN

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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/
 

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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.

 

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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.

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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.

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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

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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

 

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Ruth MacQuiddy

Technology Strategist, New York Lab - Global Innovation

Deutsche Bank

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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.

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Laura Hamilton

Managing Director

BANK OF AMERICA MERILL LYNCH

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Lucien Foster

Head of FinTech Strategy and Partnerships

BNY Mellon

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Abel Picardi

Chief Compliance Officer

BANK OF CHINA

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Nick Williams

Head of Intrastructure Labs and Development

MORGAN STANLEY

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Nancy Selph

SVP Advanced Technology and Partnerships

WELLS FARGO

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Keith Lubell

Chief Technology Officer

BERKERY NOYES

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Arijit Das

SVP, FinTech Solutions and Enterprise Messaging, Blockchain Development

NORTHERN TRUST