SGA Talent's Who’s Who in Fintech 2022

SGA Talent’s 2022
Who’s Who In Fintech
www.sgatalent.com (518) 843-4611

Providing Talent and Intelligence
to Help Companies Build Better
Organizations Since 1989
SGA Talent
One Company
One Team
Research
• Talent Pool Development
• Talent Mapping
• Organization Chart Development
• Candidate Profiling
Recruiting
• Candidate Pipelining
• Full Life Cycle Recruiting
• On-Demand/Hourly/Weekly/Monthly
• Diversity Recruiting
• Executive Search
• Staffing
Competitive Intelligence
• Talent Intelligence
• Diversity Studies
• Salary Surveys
• Succession Planning
www.sgatalent.com
(518) 843-4611

Companies In Report
Clyde
Digit
Flywire
IHS Markit
MANTL
Remitly
Riskified
Spring Labs
Robinhood
Chime
Affirm
Tala
JPMorgan Chase
Pitchbook
Avant
Braintree
Morningstar
Acorns
Gravity Payments
Brex
Varo Money
Blend
TrueAccord
Kraken
Stripe
Plaid
Klarna
Wise
Coinbase
Gemini

What is Fintech?
“Financial technology (Fintech) is used to describe new tech that seeks to improve and
automate the delivery and use of financial services. At its core, fintech is utilized to help
companies, business owners and consumers better manage their financial operations,
processes, and lives by utilizing specialized software and algorithms that are used on
computers and, increasingly, smartphones. Fintech, the word, is a combination of "financial
technology".” (Investopedia)
www.sgatalent.com
(518) 843-4611

During our research we
identified some great talent in
Fintech

Diversity In Fintech
Ashley Hildreth - VP, Business Development & Partnerships - Clyde
Pamela Schneider - VP, Warranty - Clyde
Carolyn Satenberg - Chief People Officer - Digit
Gary Cunningham - Chief Financial Officer - Flywire
Allison MacLeod - Chief Marketing Officer - Flywire
Barbara Cousins - Chief Information Security Officer - Flywire
Sharon Butler - EVP Global Education - Flywire
Sally Moore - Executive Vice President, Global Head Corporate Development and Strategic Alliances - IHS Market
Lauren Slutsky - VP, People - MANTL
Taina Biggs - VP, Marketing - MANTL

Erick Gomez - Director of Engineering - MANTL
Susanna Morgan - Chief Financial Officer - Remitly
Saema Somalya - General Counsel - Remitly
René Yoakum - Chief Customer & People Officer - Remitly
Aglika Dotcheva - Chief Financial Officer - Riskified
Naama Ofek Arad - Chief Operating Officer - Riskified
Dana Teplitsky - VP Global HR - Riskified
Anna Fridman - Co-Founder - Spring Labs
Aparna Chennapragada - Chief Product Officer - Robinhood
Gretchen Howard - Chief Operating Officer - Robinhood

Melissa Alvarado - Chief Marketing Officer - Chime
Kate Karas - General Counsel - Chime
Beth Steinberg - Senior Vice President, People & Talent - Chime
Janelle Sallenave - Senior Vice President, Operations & Member Experience - Chime
Katherine Adkins - Chief Legal Officer, Corporate Secretary & Chief Compliance Officer - Affirm
Katrina Holt - Senior Vice President Operations - Affirm
Jude Komuves - Chief People Officer - Affirm
Brooke Major-Reid - Chief Capital Officer - Affirm
Silvija Martincevic - Chief Commercial Officer - Affirm
Shivani Siroya - Founder & CEO - Tala

Kelly Uphoff - Chief Technology Officer - Tala
Jennifer Loo - Chief Financial Officer - Tala
Lauren Pruneski - SVP, Global Brands & Communications - Tala
Punam Brahmbhatt - SVP, People & Programs - Tala
Lisa Fernandez - VP, People -Tala
Julia Randhawa - VP, Performance Marketing - Tala
Lori Beer - Global Chief Information Officer - JPMorgan Chase & Co.
Mary Callahan Erdoes - Asset & Wealth Management CEO - JPMorgan Chase & Co.
Stacey Friedman - EVP, General Counsel - JPMorgan Chase & Co.
Teresa Heitsenrether - Global Head of Security Services - JPMorgan Chase & Co.

Marianne Lake - Co-CEO of Consumer & Community Banking - JPMorgan Chase & Co.
Robin Leopold - EVP, Head of Human Resources - JPMorgan Chase & Co.
Jennifer Piepszak - Co-CEO of Consumer & Community Banking - JPMorgan Chase & Co.
Joanna McGinley - VP, Pitchbook/Morningstar Strategy - PitchBook
Amy Whaley - VP of People - Pitchbook
Karoline Andris - Chief Compliance Officer & General Counsel - Avant
Bhanu Arora - Chief Risk Officer - Avant
Peggy Alford - EVP, Global Sales - Braintree
Louise Pentland - EVP - Braintree
Kausik Rajgopal - EVP, Chief Human Resources Officer - Braintree

Gabrielle Rabinovitch - SVP, Corporate Finance & Investor Relations - Braintree
Frannie Besztery - Head of Direct - Morningstar
Bevin Desmond - Head of Talent & Culture - Morningstar
Jasmine Lee - Chief Operating Officer - Acorns
Patricia Gonzales - Chief Business Officer - Acorns
Ashley Good - Chief Legal Officer - Acorns
Tammi Kroll - CTO, COO & CIO - Gravity Payments
Shireen Smith - Chief of Staff - Gravity Payments
Camilla Morais - VP of Finance - Brex
Marina Gracias - General Counsel - Varo Money

Carolyn Feinstein - Chief Marketing Officer - Varo Money
May O’Neal - Chief People Officer - Varo Money
Philippa Girling - Chief Risk Officer - Varo Money
Lisa Violet - Chief Risk Officer - Varo Money
Crystal Sumner - Head of Legal, Compliance, and Risk & Corporate Secretary - Blend
Sheila Monroe - Chief Executive Officer - TrueAccord
Courtney Graham - Chief People Officer - TrueAccord
Laura Marino - Chief Product Officer - TrueAccord
Naama Bloom - Chief Marketing Officer - TrueAccord
Kelly Knepper-Stephens - Chief Compliance Officer & General Counsel - TrueAccord
Dhivya Suryadevara - Chief Financial Officer - Stripe

Carmen Galvin - Chief People Officer - Stripe
Sarah Brown - Chief Risk Officer & Head of Compliance for EMEA - Stripe
Meredith Fuchs - General Counsel & Corporate Secretary - Plaid
Linda (Samlin) Höglund - Chief Operating Officer - Klarna
Camilla Giesecke - Chief Expansion Officer - Klarna
Rahel Tanavsuu - Global Head of Operations - Wise
Diana Avila - Global Head of Banking & Expansion - Wise
Emilie Choi - President & Chief Operating Officer - Coinbase
Alesia Haas - Chief Financial Officer - Coinbase
Sydney Brie Schaub - Chief Legal Officer - Gemini
Fran Kenck - Chief Regulatory Officer - Gemini

Clyde is a technology company transforming how retailers offer product protection
and how customers take ownership of the products they love. Clyde’s platform
empowers retailers — from startup to enterprise — to offer product protection plans
to customers. By offering protection with Clyde, retailers can increase revenue,
reduce program maintenance costs, and drive customer loyalty.
About Us - More Info
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Brandon Gell - CEO & Founder
Brandon is Clyde's CEO and one of its co-founders. Before Clyde, Brandon was a
Venture for America fellow where he focused on design and project management.
He's an avid music listener, runner, lover of all things design.
Josh Scaglione - Founder & Chief Technical Officer
Josh attended Colgate University from 2007-2010 and Flatiron School in 2013.
www.sgatalent.com
(518) 843-4611
LinkedIn

Nick Scaglione - Co-Founder & Lead Software Engineer
Before co-founding Clyde in 2017, Nick Scaglione was a Software Engineer at StructuredWeb.
Nick conceived, designed, and built a custom internal analytics framework at StructuredWeb
(previous employer) to track user experience and identify drop-off points. From this data, they
have constant feedback for improving the experience of our clients' thousands of partners,
and they are able to provide detailed reports to our clients with a quantified return on
investment.
Jereme Holiman - Vice President of People Operations & Co-Founder
Jereme has had ownership and accountability across all areas of company operations
with a current focus on People Operations and Talent Acquisition.
www.sgatalent.com
(518) 843-4611
LinkedIn
LinkedIn

Nicket Pandey - Chief Financial Officer
Before joining Clyde in 2020, Niket Pandey was the Head of Analytics at Orchard.
LinkedIn
www.sgatalent.com
(518) 843-4611
Ashley Hildreth - VP, Business Development & Partnerships
Offer product protection, drive revenue.
LinkedIn

www.sgatalent.com
(518) 843-4611
Grant Pollock - Vice President of Sales
Mr. Pollock has spent the past four years as Director of Sales at Salsify,
during a period where the company tripled its sales, growing from 37
employees to more than 400.
LinkedIn
Pamela Schneider - VP, Warranty
I am an international executive—an insightful, driven leader—with 20+ years of
experience building and expanding financial services and insurance organizations in
the U.S. and Latin America.
LinkedIn

LinkedIn
www.sgatalent.com
(518) 843-4611
We’re on a mission to make financial health effortless for everyone. In 2015, we launched the first
truly personalized and automated savings app that has helped members save over $7 billion
towards their financial goals to date. Today, we fully automate the day-to-day work of managing
all personal finances including banking, saving, budgeting, investing, and retirement. Digit gives
members the power of an all-in-one financial app that helps them effortlessly manage their
money based on their individual financial situation and goals, alongside financial best practices.
Our goal is to help members stress less about their money day-to-day while helping them build a
strong foundation for their future.

LinkedIn
Ethan Bloch - CEO & President
After my first startup Flowtown was acquired I decided to dedicate a large portion of
the rest of my life solving the modern problems in personal finance that hold so many
people back from achieving their full potential. That is when Digit was founded. Today
we’re one of the fastest growing financial services in America, with a focus on helping
our customers effortlessly save and reduce their debt.
Michael Murray - Chief Technical Officer
Michael Murray holds the highest position within the Engineering department at Digit.
LinkedIn
www.sgatalent.com
(518) 843-4611

www.sgatalent.com
(518) 843-4611
Rushabh Doshi - Chief Product Officer
I am a product and engineering leader with a decade+ of experience building products that
serve billions of users. If you have used YouTube or Facebook, you have likely used
something that my teams built. I care deeply about understanding and picking the right
problems to solve, crafting product experiences that feel intuitive and joyous and engineering
these products with an eye toward performance, reliability and craft. I have supported
engineering teams ranging from 15-250 in size and a product team of 50+ PMs.
LinkedIn
Ryan Nier - General Counsel & Head of Compliance
We're a neobank on a mission to make financial health effortless for everyone. We
help people save and pay down their debt quickly, easily and painlessly, and we
launched a bank account that actually intelligently budgets your paycheck and helps
pay your bills. Before Digit, I spent five years guiding the development of "Digital"
(emerging products) at Capital One.
LinkedIn

www.sgatalent.com
(518) 843-4611
LinkedIn
Carolyn Satenberg - Chief People Officer
Analytical and strategic HR professional with 6+ years of legal and human resources
experience including labor law, mediation, conflict resolution, employee relations, start
ups, scaling, onboarding, performance management, leadership development,
diversity & inclusion, organizational behavior, recruiting and compensation.

LinkedIn
www.sgatalent.com
(518) 843-4611
Flywire Corporation (Nasdaq: FLYW) is a global payments-enablement and software company
trusted by organizations around the world to deliver on their customers’ most important moments.
Unlike other companies, Flywire is proven to solve high-stakes vertical-specific payment and
receivables problems for organizations that deliver high-value services. Whether in education,
healthcare, travel or technology, Flywire has vertical-specific insight and technology that allows
organizations to optimize the payment experience for their customers while eliminating
operational challenges—from invoicing to payment reconciliation. Around the clock multilingual
support via phone, email, and chat, and online tracking, ensures that both the client and customer
have complete control over their payments.

LinkedIn
Mike Massaro - CEO
Mike has grown the business from a concept into the global and growing company it is
today. He has overseen Flywire’s expansion in North America, Europe, and the
Asia-Pacific regions while aligning Flywire’s international team with the company’s
strategic direction and increasing the visibility of Flywire globally. Mike began his
career as part of the technical risk services practice at PWC, LLP.
Rob Orgel - President & Chief Operating Officer
Rob leads Flywire’s global payment network, business operations, finance,
legal, compliance, and corporate strategy functions. Rob brings extensive
experience with 20 years in the payments/receivables ecosystem to Flywire,
including hands-on experience in legal, compliance, finance, go-to-market,
business development and global operations.
LinkedIn
www.sgatalent.com
(518) 843-4611 Leadership - More Info

LinkedIn
Michael Ellis - Chief Financial Officer
Michael is responsible for the company’s financial and treasury operations. With 30
years of experience, he brings a tested and proven approach to these functions
ranging from solving accounting and reporting challenges for large, complex
businesses to driving scale and building capital efficiency within high-growth and early
stage enterprises.
Peter Butterfield - General Counsel & Chief Compliance Officer
Peter Butterfield has served as General Counsel & Chief Compliance Officer. His
responsibilities include the management of all legal, compliance, regulatory, risk, and
security matters for the business. Peter previously spent 15 years in various senior
management roles within Devonshire Investors, the private equity arm of Fidelity
Investments, and its operating companies.
LinkedIn
www.sgatalent.com

LinkedIn
Gary Cunningham - Chief People Officer
Gary Cunningham leads Flywire’s global people and culture functions, including talent
acquisition, learning and development, people operations, employee experience and
wellness. He has over twenty years of leadership experience in employee
development and human resources related functions, including most recently at
Waymo (an Alphabet subsidiary), where he led people and recruiting operations.
David King - Chief Technology Officer
A self-defined serial entrepreneur with a passion for the intersection of technology and
business, David has founded several companies including infiNET Solutions, Inc, one
of the first companies to deliver SaaS solutions to higher education. There he
architected and managed an automated tuition billing and commerce system for major
universities in the United States and helped the company process more than $16
billion annually.
LinkedIn
www.sgatalent.com

LinkedIn
Allison MacLeod - Chief Marketing Officer
Allison leads Flywire’s global marketing strategy. Her focus is on amplifying the
company’s brand, and scaling its performance in marketing, global communications
and sales enablement efforts. She has over 15 years of marketing experience,
including seven years at Rapid7. There, she focused on building and optimizing the
company’s growth by building and scaling demand generation, technology and
analytics, and building strong teams.
Barbara Cousins - Chief Information Security Officer
Barbara leads Flywire’s security, risk and privacy functions. Barbara brings 25 years of
experience in risk, security and privacy as well as a general understanding of the legal
and regulatory environments affecting information handling and controls across a
broad array of industries i.e., financial services, healthcare, education, technology,
energy, life sciences and agriculture.
LinkedIn
www.sgatalent.com

LinkedIn
Sharon Butler - EVP Global Education
Sharon brings over 20 years of experience in sales and customer success and currently
leads the global sales and account management teams across ten offices globally for
Flywire’s Education vertical. As Flywire’s first employee she has not only built and scaled
Flywire’s Education sales and client success teams across the globe, but also
championed educational cross-border payments to lead Flywire to a presence
representing more than 2,000 education clients across 240 countries and territories.
John Talaga - EVP & GM Healthcare
John brings more than 20 years of experience to his role as Executive Vice President of
Healthcare. He has partnered with hundreds of healthcare providers to develop and
innovate patient billing and payment solutions. Prior to joining Flywire, John was
co-founder and CEO of OnPlan Holdings (acquired by Flywire), which launched
healthcare’s first automated payment plan solution, as well as the next generation student
tuition management solution for education.
LinkedIn
www.sgatalent.com

LinkedIn
Colin Smyth - VP & GM, Travel
Colin Smyth leads the global Travel vertical, with a focus on solving complex
international and domestic payments for our clients across luxury accomodations, tour
operators and destination management companies. In his role Colin works with travel
clients to simplify their payment processes and make their guests’ payment experience
more enjoyable.
Ryan Frere - EVP & GM, B2B
Frere leads our emerging global B2B vertical strategy, working with clients to
streamline their payment processes and solve challenges in international receivables.
Prior to this role, Ryan built and scaled Flywire’s global payments organization,
leading a team of global thought leaders and experts, as well as building a proprietary
global payments network.
LinkedIn
www.sgatalent.com

LinkedIn
Uday Seth - VP, Business Operations & Corporate Development
Uday Seth leads Flywire's M&A, capital raising, analytics and business operations
functions. Uday and his team have led some of Flywire's largest and successful
initiatives, including the acquisition of OnPlan and Simplee, in addition to capital raises
from Temasek, Goldman Sachs, Tiger Management and others. Additionally, Uday
leads Flywire's overall strategic planning and operational effectiveness initiatives
across the organization.
Mohit Kansal - VP, Global Payments
Mohit is responsible for Flywire's world-class global payments network, pricing,
growth, and FX risk management functions. Mohit has more than 15 years of global
experience in financial services, tech startups, and payments technology, both as an
operator and entrepreneur.
LinkedIn
www.sgatalent.com

LinkedIn
www.sgatalent.com
(518) 843-4611
IHS Markit is a global leader in information, analytics and solutions for the major industries
and markets that drive economies worldwide. Our company partners with clients in
business, finance and government to help them see the big picture with unrivaled insights
that lead to well-informed, confident decisions. IHS Markit serves more than 50,000 key
customers in over 140 countries, including 85 percent of the Fortune Global 500.
Headquartered in London, IHS Markit (NYSE: INFO) is committed to sustainable, profitable
growth.

LinkedIn
Lance Uggla - Founder & CEO
Prior to the 2016 merger of IHS and Markit that formed IHS Markit, Lance was the
chief executive officer of Markit, responsible for leading the company's strategic
development and managing day-to-day operations. He founded Markit in 2003
after spotting an opportunity to bring transparency to the credit default swap
market. The company launched the first daily credit default swap pricing service
that year.
Shane Akeroyd - President, Asia Pacific and Global Head of Account
Management
He is responsible for leading IHS Market’s teams in Asia Pacific and the
firm’s relationships with its largest accounts globally. He has served as an
executive vice president of IHS Markit since 2008.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Brian Crotty - Executive VP, Global Energy & Natural Resources
Prior to the 2016 merger of IHS and Markit that formed IHS Markit, Lance was the
chief executive officer of Markit, responsible for leading the company's strategic
development and managing day-to-day operations. He founded Markit in 2003 after
spotting an opportunity to bring transparency to the credit default swap market. The
company launched the first daily credit default swap pricing service that year.
Jonathan Gear - EVP & Chief Financial Officer
Earlier, he served as president of resources, transportation and CMS for IHS
Markit, including business lines supporting the automotive, energy, chemicals,
maritime and aerospace industries. In addition, he served in multiple senior vice
president positions and as president and COO of IHS CERA.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Sari Granat - Executive VP, Chief Administrative Officer & General Counsel
Sari is responsible for the company's legal, compliance, regulatory and
government affairs, enterprise risk, information security, infrastructure and
information technology functions.
Adam Kansler - President, Financial Services
Adam previously served as global co-head of Markit's information division and
head of North American operations. In This new role includes pricing and reference
data, trade processing, valuations, indices, and economic and country risk
products.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Will Meldrum - SVP, Chief of Staff & Sustainability
Will joined Markit in 2005 as director of acquisitions and strategic development,
subsequently launching and managing Markit BOAT and Markit MSA. Prior to
Markit, Will worked at Deutsche Bank where he managed the bank's interests
across a diverse portfolio of strategic investments with a focus on industry
consortia, electronic trading systems and data.
Sally Moore - Executive Vice President, Global Head Corporate
Development and Strategic Alliances
She is responsible for corporate development and the company's strategy and
relationships with partners. Sally provides companywide leadership of third party content
licensing, content acquisition, and mergers and acquisitions. Sally leads the company's
fin-tech strategy, including its investment in Illuminate Financial Management, a venture
capital fund.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Yaacov Mutnikas - Chief Technology Officer & Chief Data Scientist
He and his team drive the vision and roadmap for IHS Markit’s technology strategy
across all product lines. He is also responsible for the firm’s data scientists who are
focused on how we can combine our leading data sets with advanced analytics to
deliver innovative solutions to customers.
Edouard Tavernier - Executive Vice President, Transportation
He served in multiple product management marketing and commercial leadership
roles since joining the company in 2008. Previously, he held management positions
at LexisNexis, Global Insight, and United Business Media.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Ronnie West - Executive Vice President & Chief People Officer
Ronnie previously served as chief people officer at Ipreo, a private-equity owned
company that was acquired by IHS Markit in 2018. In his formative years at Unilever
and Barclays, Ronnie interacted with multiple brands and business models, and
focused heavily on people as a strategy that delivered aggressive growth.
Daniel Yergin, Ph. D. - Vice Chairman
The Pulitzer-Prize winning author of "The Prize," and "The Quest," Dr. Yergin is
vice chairman of IHS Markit and founded IHS CERA (now part of IHS Markit). He is
an authority on energy, international politics and economics
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
www.sgatalent.com
(518) 843-4611
At MANTL, we believe that better banking begins with better technology. So we
built an industry-leading platform that opens consumer and business accounts
painlessly for both the end-user and the staff assisting on the back-end. Our
mission is to help community and regional banks and credit unions modernize and
grow. By doing this, we ensure a competitive, accessible banking landscape built
with people in mind.

LinkedIn
Nathaniel Harley - Co-Founder & CEO
Nathaniel is a serial entrepreneur. Before founding MANTL, Nathaniel founded and
invested in several startups and began his career in investment banking at
Goldman Sachs.
Raj Patel - Co-Founder, Chief Operating Officer & Chief Financial Officer
Entrepreneur. Angel Investor. Former Investment Banker. University of Sydney alumni
(Finance and Law)
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Benjamin Conant - Co-Founder & Chief Technology Officer
I have a passion for turning ideas into reality. My goals are to write clean code, work
with awesome people, and build things that make a difference.
Robert Usdan - Board Member, Advisor
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Lauren Slutsky - VP, People
Talent and HR Leader in the Tech Startup space with a focus on building high performing
teams and strong, inclusive cultures. Experience spans across: Recruitment/Executive
Search, Growth Strategy, People Management, Employer Branding, Org Design and
Planning, Compensation & Beneﬁts, Employee Relations, Performance Management,
Learning & Development, Retention, Rewards & Recognition, Business Strategy, Employee
Engagement, HR Infrastructure, Systems & Culture.
Simon Moschou - VP, Customer Success
An entrepreneurial leader that develops and implements strategic plans for growth and
efficiency. Experienced working with diverse and skilled teams across operations,
engineering, sales/business development, customer/support, and geospatial/data.
Focused on enabling competitive advantages and building great relationships.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Mike Bosserman - Chief Revenue Officer
Mike joined MANTL in April 2019 as VP of Growth. He worked this role for 2 years
and became CRO in January 2022.
Wayne Goldstein - Advisor
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Jason Lee - Head of Operations
Connor Boyd - Sr. Director of Product Management
Experienced Director of Product Management with an extensive history of working in
the financial services industry, rental & eCommerce, lifestyle & content, and service
marketplaces. Skilled in Digital Strategy, Mobile Applications, System Architecture,
User Science, Market Research, Management, 0-1 Start-ups, and 1-N growth.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Taina Biggs - VP, Marketing
I am passionate about fintech and enjoy defining and growing brands. I have experience
driving creative communications programs for B2C, B2B, and enterprise SaaS technology
that drive customer acquisition and grow brand affinity. This includes media relations,
crisis communications, public policy, and content marketing. I am also bilingual and have
managed markets and teams across the Americas.
Jason Burkholder - Director of Design
As an entrepreneur and Creative Director, I’ve built and managed brands, as well as
designed and built scalable digital products. As a professor, I’ve taught UX research and
behavior, product management, design systems, UI design, and prototyping. As an
adventurer, I’ve travelled the world putting outdoor products (and myself) to the test. I’ve
dedicated the last 8 years designing products, building brands, and leading teams of
designers, marketers, strategists & engineers to build world class customer experiences
for over 250,000 users.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Benjamin Kilburn - Director, Implementations
Erick Gomez - Director of Engineering
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
James Qualls - Director of Engineering
I am a dedicated life-long learner who is extremely passionate about software
engineering and entrepreneurship. I strive to apply my skills to solve real-world
business problems and bring new and innovative ideas to life. I am at my happiest
when I am writing code or collaborating in a room of like-minded individuals.
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Remitly is an international payments company that leverages digital channels, including
mobile phones, to send money internationally. Remitly's digital products are fundamentally
faster, less expensive, and far more convenient for customers to send money across borders.
We’re here to help the millions of immigrants around the world who make the huge sacrifice of
leaving their families behind to live and work in another country. These unsung heroes deliver
on their promises to take care of those they love and provide them with upward mobility,
improving their quality of life. We work hard to help their hard-earned money stretch farther so
more makes it to their loved ones safely.

LinkedIn
Matt Oppenheimer - Co-Founder & CEO
Matt Oppenheimer co-founded Remitly in 2011 and serves as Chief Executive Officer
and a member of the board of directors. Prior to co-founding Remitly, Matt worked for
Barclays plc, a multinational bank and financial services company, from August 2009
to May 2011.
Josh Hug - Co-Founder & Chief Operating Officer
Josh Hug is the co-founder and Chief Operating Officer at Remitly. Prior to
co-founding Remitly, Josh co-founded Shelfari, a private social cataloging website,
and served as its Chief Executive Officer from May 2006 to August 2008 prior to its
acquisition by Amazon.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Susanna Morgan - Chief Financial Officer
Susanna has served as Remitly’s Chief Financial Officer since August 2018. Susanna
joined Remitly after previously serving as the SVP, Finance and Investor Relations at
Apptio, Inc. from July 2015 to August 2018. Before that, she held SVP roles at Concur
Technologies, Inc. and Vertafore, Inc..
Vishal Ghotge - EVP, North America
Vishal Ghotge has served as Remitly’s EVP, North America since April 2021.
Previously, he held various product roles at PayScale, Inc. from December 2019 to
September 2020, most recently serving as Chief Product Officer.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Robert Kaskel - Executive Vice President, People
Kaskel has served as Remitly’s EVP, People since May 2021. Previously, Robert served
as Director, People Experience & Technology at Amazon.com, Inc. in Finance and Global
Business Services from June 2020 to May 2021. Additionally, he served as Director,
Consumer People Analytics and in various other roles at Amazon since February 2013.
Karim Meghji - Chief Technology Officer
Meghji has served as Remitly’s Chief Technology Officer since October 2020, and
previously served as Chief Product Officer from October 2016 to October 2020. Prior to
joining Remitly, he served as Head of Product for BookingSuite (USA), Inc., a subsidiary
of Booking.com, B.V. from January 2015 to September 2016 and as Chief Product Officer
and VP of Engineering at buuteeq Inc. from July 2013 to January 2015.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Rob Singer - Chief Marketing Officer
Rob Singer has served as Remitly’s Chief Marketing Officer since October 2018.
Previously, he served as Chief Marketing Officer for Habit, LLC from July 2017 to October
2018, as Chief Marketing Officer for Smule, Inc., from July 2016 to July 2017, and as
Chief Marketing Officer for Ancestry.com LLC from November 2010 to July 2016.
Saema Somalya - General Counsel
Somalya has served as Remitly’s General Counsel since December 2020. Prior to joining
Remitly, Saema served as SVP, Deputy General Counsel (Corporate) and Assistant
Secretary for Fifth Third Bancorp and Fifth Third Bank, N.A. from May 2016 to November
2020 and as SVP, General Counsel and Corporate Secretary for Warren Resources, Inc,
from February 2014 to January 2016.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
René Yoakum - Chief Customer & People Officer
Yoakum has served as Remitly’s Chief Customer and People Officer since May 2019 and
previously as Chief Customer Officer from July 2018 to March 2019. Prior to joining
Remitly, Rene served as VP Customer Service and Support for Pearson Education, Inc.,
and held various positions at Microsoft Corporation from September 1997 to May 2016,
including most recently GM, Global Consumer Support.
www.sgatalent.com
(518) 843-4611
Full Bio

LinkedIn
www.sgatalent.com
(518) 843-4611
Riskified is on a mission to empower businesses to realize the full potential of eCommerce by
making it safe, accessible, and frictionless. We have built a next-generation platform that allows
online merchants to create trusted relationships with their consumers. Leveraging machine
learning that benefits from a global merchant network, our platform identifies the individual behind
each online interaction, helping merchants—our customers—eliminate risk and uncertainty from
their business. We drive higher sales and reduce fraud and other operating costs for our
merchants and provide superior consumer experiences, as compared to our merchants’
performance prior to onboarding us.

LinkedIn
Eido Gal - Co-Founder & CEO
He determines company strategy and oversees all aspects of the business. Since
co-founding Riskified in his apartment less than a decade ago, Eido has overseen its
growth into a company that partners with some of the world’s most recognizable retail
brands, including 3 of the 10 largest eCommerce merchants.
Assaf Feldman - Co-Founder, Chief Technology Officer
He leads the Product Development and Technology teams. Under his leadership, Riskified
has built an eCommerce risk management platform with proprietary machine learning
models that drive an automated decisioning engine supporting its eCommerce risk
mitigation suite of products.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Aglika Dotcheva - Chief Financial Officer
As CFO, Aglika is responsible for the financial strategy and management of Riskified’s
finances and leads financial planning and analysis, accounting, treasury, investor
relations, legal and administration.
Naama Ofek Arad - Chief Operating Officer
Naama is the Chief Operating Officer (COO) at Riskified. She oversees performance
management for merchants to ensure targets are met, supervises fraud prevention, leads
the onboarding process for merchants, manages tech and customer support and heads
up Riskified’s activities in China.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Peter Elmgren - Chief Revenue Officer
As CRO Peter leads Riskified’s global Go-To-Market (GTM) initiatives, responsible for the
strategic direction, management and performance of revenue-generating teams
worldwide. He oversees sales, business development, marketing, revenue operations and
partner channels.
Dana Teplitsky - VP Global HR
Dana is responsible for leading all aspects of Riskified’s people strategy including
recruiting, compensation, benefits, learning and development, internal communications
and employee engagement.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Spring Labs is redefining how data is exchanged for the new age of data sharing, security,
and consumer privacy through decentralization. We allow institutions to directly share
information among themselves to verify identities and reduce fraud - all while protecting
consumer data. The Spring Protocol separates data ownership from data value, allowing
competitively-sensitive parties to exchange information directly and in a fundamentally new
way.

LinkedIn
Adam Jiwan - Executive Chairman & Founder
Adam is an established fintech entrepreneur, with more than 15 years of
experience founding, investing and growing companies in the space. Before Spring
Labs, Adam was a seed investor and founding board member of Avant.
Anna Fridman - Co-Founder
Anna is a seasoned attorney with deep experience in regulatory financial issues. Prior to
Spring Labs, Anna served as the General Counsel at Avant, managing a team of 40+
attorneys and compliance professionals.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
John Sun - CEO & Founder
John is a technologist and entrepreneur with deep experience in credit and fintech.
Prior to Spring Labs, John co-founded Avant, a fintech unicorn, where he served as
the Chief Credit Officer and UK GM.
Joel Eckhause - Chief Operating Officer
Joel has spent more than 20 years in financial services, holding C-level and
executive-level positions ranging from product, marketing, origination operations,
servicing and default operations, credit risk, and corporate strategy at companies such
as Renew Financial, Bank of the West, Capital One, and HSBC.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
David Kravitz, Ph. D. - Director of Research
David is a cryptography and information security expert with over 35 years of
experience applicable to blockchains, payment systems, IoT, smart grid, digital rights
management and government voice and data critical infrastructure communications.
Matt Smith - Chief Technology Officer
Matt has been building software for the past 15 years, focusing since 2014 on
distributed systems, cryptography, digital identity, and blockchain technologies.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Cris Neckar - Chief Information Security Officer
A seasoned veteran of the information security industry, Cris has over 15 years
of leadership experience ranging from software engineering to penetration
testing and digital forensics.
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Robinhood was founded on a simple idea — that our financial markets should be
accessible to all. In an industry where barriers have prevailed for too long, this hasn’t
always been easy. We’re leveling the playing field by making trading more intuitive,
more affordable, and more inclusive to ensure that everyone, regardless of wealth or
industry knowledge, feels empowered to participate in the financial system.

LinkedIn
Vlad Tenev - Co-Founder & CEO
Vlad is Co-Founder of Robinhood and, since November 2020, has served as Chief
Executive Officer (“CEO”) and President of Robinhood. Mr. Tenev is also Chair of our
board of directors. In 2013, Mr. Tenev co-founded Robinhood with Mr. Bhatt to
democratize finance.
Baiju Bhatt - Co-Founder & Chief Creative Officer
Bhatt is Chief Creative Officer and Co-Founder of Robinhood Markets.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Aparna Chennapragada - Chief Product Officer
Aparna has served as CPO since April 2021. Prior to Robinhood, Aparna was Vice
President and General Manager at Google, where she held various leadership roles
over 12 years.
Daniel Gallagher - Chief Legal Officer
Prior to joining Robinhood, Dan was Partner and Deputy Chair of the Securities
Department at WilmerHale.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Gretchen Howard - Chief Operating Officer
Prior to joining Robinhood, Gretchen was a Partner with CapitalG, Alphabet’s Growth
Equity Fund. While at Google, Gretchen was the co-site lead of the Google San
Francisco office and a Managing Director in Sales & Business Operations.
Jason Warnick - Chief Financial Officer
Prior to joining Robinhood, Jason held a variety of finance, accounting, strategy, and
compliance leadership positions during his 20-year career at Amazon, where he was
most recently Vice President of Finance and Chief of Staff for Amazon’s CFO.
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
www.sgatalent.com
(518) 843-4611
Chime was created with the mission to make financial peace of mind a reality for
millions of Americans. We're one of the fastest-growing financial technology
companies in the U.S., offering banking services that are helpful, easy, and
free—because we want to profit with our members, not from them. Our model doesn’t
rely on overdraft, monthly service, minimum balance, or other member fees—it just
focuses on delivering member value.

LinkedIn
Chris Britt - Co-Founder & CEO
From 2007-2012, Chris was Chief Product Officer and SVP, Corporate Development at
Green Dot. Chris was also a senior product leader at Visa and one of the first
executives at ComScore. He’s a Board Member of CoachArt.
Ryan King - Co-Founder & Chief Technology Officer
Prior to Chime, Ryan was the VP of Engineering of Plaxo, an early social networking
pioneer that was acquired by Comcast Interactive Media.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Melissa Alvarado - Chief Marketing Officer
I am a performance based marketer. Marketing is my role and data is my passion. I
have over 10 years of marketing experience including online and mobile advertising. I
like to solve problems and believe in delivering results. I believe in teamwork, data
driven decisions, accountability, and strong work ethic.
Mark Troughton - Chief Operating Officer
I want to build disruptive businesses in consumer technology and financial services.
I've had $billion+ exits via IPO (NYSE: GDOT) and acquisition (Ring to Amazon). I
prefer earlier stage but have been everything from a co-founder to a public company
President, and an active Board member. I have a particular passion for businesses
with network effects.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Matthew Newcomb - Chief Financial Officer
Matt Newcomb focuses on shaping Chime’s corporate and financial strategy,
driving business model improvements, and scaling operational functions. Matt has
played a key role in securing more than $2B in venture capital financing to fund
Chime’s growth plans, solidifying the company’s role as the largest consumer
fintech in the US.
Kate Karas - General Counsel
Kate joined Chime as our General Counsel in August of 2019. Her approach to legal at
Chime? “My priority is to keep Chime safe and to serve people innovative products and
services that help them thrive,” she says, “And the hardest and most joyful part of doing
that is finding ways to ensure those two things are not opposed.” To make that happen,
Kate focuses on hiring a skilled, thoughtful, committed, creative, diverse team and helping
them think about the future with laws from the past in mind.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Zachary Smith - Senior Vice President, Product
Zachary leads the creation of Chime’s products and services that are carefully
designed to give members complete control over their finances––all through a
modern, mobile banking app that is among the most downloaded in the country.
Beth Steinberg - Senior Vice President, People & Talent
Beth Steinberg has over 20 years of experience in organization development, talent
strategy, and leadership development. Her focus has been to help leaders and
companies with complex organizational and growth issues. Beth focuses on driving
useful employee programs, leadership coaching, executive development and
organizational development for companies in both technology, and consumer goods
and services companies.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Brian Mullins - Senior Vice President, Risk
Brian Mullins serves as the VP, Risk of Chime - Mobile Banking. Brian
currently resides in the San Francisco Bay Area.
Janelle Sallenave - Senior Vice President, Operations & Member
Experience
Beth Steinberg has over 20 years of experience in organization development, talent
strategy, and leadership development. Her focus has been to help leaders and
companies with complex organizational and growth issues. Beth focuses on driving
useful employee programs, leadership coaching, executive development and
organizational development for companies in both technology, and consumer goods
and services companies.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Whether you’re buying a new mattress, shopping for an outfit that wows, or planning the
trip of a lifetime, you want to feel good about the things you buy. And with Affirm, you
can. Since day one, our mission has been to deliver honest financial products that
improve lives. That mission hasn’t changed—and it never will. We’re making it easier to
make smart choices with your wallet. So you can get the things you love without the
things you don’t. Unlike most credit card companies, our business was built to help you
say yes—not to profit off mistakes or misfortune. When you win, we win.

LinkedIn
Max Levchin - Founder & CEO
Levchin is known for co-founding the startup that eventually turned into PayPal. His
contributions helped bulletproof the security and encryption features of the software. He
was also one of the top dogs in what became known as the PayPal Mafia. After leaving
PayPal, Levchin, alongside other members of the PayPal Mafia, was involved in a string
of successful investments in tech companies, including Yelp, Affirm and Evernote. He also
co-created the Gausebeck-Levchin test, which became one of the earliest
implementations of the challenge-response human verification test, CAPTCHA.
Katherine Adkins - Chief Legal Officer, Corporate Secretary & Chief
Compliance Officer
Katherine has held diverse executive management roles within Toyota Financial Services
(TFS), the largest captive automobile finance company in North America and the largest
non-bank financial institution in the United States, including General Counsel, Corporate
Secretary, Head of Compliance & Audit, and Head of North American Indirect Procurement. In
addition, Katherine built an innovation practice within TFS that fosters creativity & innovation
in the organization.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Greg Fisher - Chief Marketing Officer
Results driven brand marketing leader known for driving change, challenging
innovation and fostering creativity within the organization. Recognized for identifying
and developing future talent while coaching personnel into high-performance teams.
Katrina Holt - Senior Vice President Operations
Accomplished executive with significant experience in strategic leadership in high
growth environments; leading company operations to support growth and scale while
servicing consumer and merchant needs, building and developing programs and
organizations; and attracting, motivating, and developing top talent.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Jude Komuves - Chief People Officer
Jude brings more than 14 years of high-growth technology startup and leadership
experience on all things people. Her portfolio includes talent acquisition, human
resources and corporate facilities.
Geoff Kott - Chief Revenue Officer
Geoff Kott oversees Affirm’s revenue-generating activities and teams. Previously, he
was Affirm’s Chief Capital Officer. Earlier in his career, Geoff served as Chief Financial
Officer at Cross River Bank.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Michael Linford - Chief Financial Officer
Michael Linford is Chief Financial Officer & Secretary for Affirm Holdings, Inc. In his
past career he was Chief Financial Officer-Software Division & VP at
Hewlett-Packard Enterprise Co. and Principal at KKR & Co., Inc. Mr. Linford
received an undergraduate degree from The University of Texas at Austin.
Brooke Major-Reid - Chief Capital Officer
Seasoned, entrepreneurial, finance and operations strategy executive who has
successfully built and run loan origination businesses at a major global investment
bank and has developed strategic objectives and led business planning for FinTech
banking platform.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Silvija Martincevic - Chief Commercial Officer
Silvija is Chief Commercial Officer at Affirm, leading teams that support core business
functions including Revenue Strategy, Partnerships, Customer Success, Sales, Go To
Market, Marketing and Communications.
Libor Michalek - President, Technology, Risk & Operations
I currently lead Affirm's Engineering, Product, Design, Operations, and Analytics
teams. I have led technology organizations at startups and large public companies.
Before joining Affirm as CTO, I served as an engineering director at Youtube and
Google, CTO at Slide, and engineering leadership and management positions at
Topspin, Egroups, Talarian, Thinking Machines Corporation, and the National Center
for Supercomputing Applications.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Tala is a financial technology company on a mission to build a financial system that works
for everyone. Our first product is a lending app that instantly underwrites and delivers credit to
customers who have little or no formal borrowing history. Tala has disbursed over $1B to more
than 4 million customers across East Africa, the Philippines, Mexico, and India who use Tala
loans to start and expand small businesses, pay school fees and bills, and build more stable
financial lives. Tala is backed by leading investors including Upstart, Stellar Development
Foundation, PayPal Ventures, GV, Lowercase Capital, Revolution Growth, among others.

LinkedIn
Shivani Siroya - Founder & CEO
Shivani Siroya is the founder and CEO of Tala, the leading financial technology company
in emerging markets. Millions of people have borrowed through Tala’s smartphone app,
which provides instant, personalized credit to underserved customers in East Africa,
Southeast Asia, and Latin America. Tala is backed by leading venture and impact
investors including PayPal, Revolution, IVP, Ribbit Capital, Data Collective, and
Lowercase Capital.
Kelly Uphoff - Chief Technology Officer
Product leader scaling data-driven decision-making for a multi-billion dollar global content
business. Building bridges between data and technology, and content, marketing and
product. Making the right investments in machine learning, AI, A/B testing, data, and
analytics for maximum impact.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Jori Pearsall - Chief Product Officer
Experienced Product and Business leader with a passion for building high impact
consumer experiences and a track record of delivering transformational business
outcomes. Currently Chief Product Officer at Tala. On a mission to expand financial
access, choice and control to billions of underserved people globally.
Jennifer Loo - Chief Financial Officer
Execution-oriented executive with unique blend of business, finance and legal
experience. Track record of building high-impact teams, leading organizational change
and driving company success through data-driven decisions. Specialize in strategy,
analytics, financial planning, product development and driving top and bottom-line
performance.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Kunal Kaul - Chief Risk & Strategy Officer
Leader with ~ 20 years experience delivering results across Strategy and Execution.
Experience spans the entire value chain - Marketing (Digital & non-Digital), Sales,
Credit/Underwriting, Fraud, Pricing, Valuations, Customer Experience and Loss Mitigation
across Unsecured & Secured Lending.
Jason Raneses - SVP, Engineering
Jason joined Tala in August 2021 to lead product and platform engineering. Jason is also
currently a mentor at Plato, which is a company on a mission to help engineering and
product leaders learn soft skills and build better teams.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Ishan Gupta - SVP, Operations
I love to scale up businesses, deliver growth, build strong teams and inspire future
leaders in fast growing companies that provide people “access” to improve their lives
in meaningful ways. I have been an invited speaker on topics of future of work &
learning, edtech, leadership, team building & culture, at venues including Stanford
University, Harvard India Conference, ASU-GSV Summit & India Internet Day. I have
also been featured in leading publication & TV channels including Fortune, Forbes,
Bloomberg India, CNBC India and Economic Times.
Lauren Pruneski - SVP, Global Brands & Communications
Lauren joined Tala in March 2017. Lauren also the founder of LP Media which is a brand
and creative strategy for pro-social startups, nonprofits and arts organizations.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Anay Shah - SVP, Global Business
Based in Nairobi, Kenya, Anay is responsible for growth across all of Tala’s markets by
driving marketing strategies and Tala’s global partnership vision. He comes to Tala from
Remitly, the largest independent digital remittance company in the United States, where
he joined as its 9th employee and helped the company grow to over 400 people serving
customers sending over $4 Billion annually.
Punam Brahmbhatt - SVP, People & Programs
Empower and activate teams through innovative, passionate, and reliable direction.
Cultivate a culture of collaboration, accountability and an idea-sharing environment.
Strongly believe in encouraging and embracing both positive and unconventional input in
order to brainstorm best practices, resource management, and instigate ongoing
organizational growth.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Lisa Fernandez - Vp, Global Talent & Americas People Business Partner
Lisa joined Tala in September 2019. Prior to Tala, Lisa was Director of Talent
Acquisition at LegalZoom, Ca & TX.
David Lask - Mexico General Manager
David joined Tala in September 2020. He is also a Co-Founder of Creze, which is a VC
backed leading Fintech company based in Mexico City. We offer simple, quick, flexible
and fair working capital credit facilities to SMEs by using our online lending platform to
analyze data from multiple sources and reduce information asymmetries in the Mexican
financial sector.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Vipul Beniwal - India General Manager
Vipul joine Tala in October 2017. Prior to joining the company Vipul Focused on
building full stack digital lending platforms and products at Seynse Technologies
Pvt Ltd.
Patrick Yonder - VP, Credit
Patrick joined Tala in May 2017. Prior to this role Patrick was the Business Lead for
Capital One's consumer secured credit card product team.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
Robert Irwin - Chief Legal Officer
I am a Fintech CLO leading the international legal department at Tala, a mobile
technology and data science company that is opening up financial access for
underserved people globally.
Julia Randhawa - VP, Performance Marketing
Analytically driven strategic marketer with 12 years of experience in D2C marketing
leadership and management consulting roles. Recognized for successfully
transforming business models and delivering profitable growth. Success centered on
leveraging data into actionable insights.
LinkedIn
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions
for consumers, small businesses, corporations, governments and institutions around the
world. Today, we're a leading global financial services firm with operations servicing
clients in more than 100 countries. Whether we are serving customers, helping small
businesses, or putting our skills to work with partners, we strive to identify issues and
propose solutions that will propel the future and strengthen both our clients and our
communities.

LinkedIn
Jamie Dimon - Chairman & CEO
James Dimon became Chairman of the Board on December 31, 2006, and has
been Chief Executive Officer since December 31, 2005. He had been President
from 2004 until 2018 and Chief Operating Officer from 2004 until 2005 following
JPMorgan Chase’s merger with Bank One Corporation.
Ashley Bacon - SVP, People & Programs
Bacon provides oversight of the firm’s spectrum of risk-taking activities encompassing
economic risks including credit, market, liquidity, principal, capital and country, as well as
other core risks including operational, model, compliance, conduct, legal, capital and
reputation risk, with controls and governance established for each area as appropriate. He
also provides leadership and oversight around the firm’s portfolio of environmental
initiatives including the firm’s Paris and Net Zero Banking Alliance (NZBA) commitments.
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Marc Badrichani - Head of Global Sales & Research
Marc is responsible for managing client strategy, relationships and distribution
across Markets and Securities Services, as well as overseeing the firm’s
award-winning research offering. Marc’s public- and private-side teams serve
corporates, institutional investors and governments.
Jeremy Barnum - Chief Financial Officer
Barnum is the Chief Financial Officer of JPMorgan Chase & Co. and a member of
the firm’s Operating Committee. As CFO, Jeremy is responsible for Finance and
Business Management, the Chief Investment Office, and the Chief Administrative
Office.
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Lori Beer - Global Chief Information Officer
Responsible for the firm's technology systems and infrastructure worldwide. Beer
manages a budget of more than $11 billion and over 50,000 technologists
supporting JPMorgan Chase's retail, wholesale and asset and wealth management
businesses. She also serves as the co-sponsor of the firm's Access Ability
Business Resource Group.
Mary Callahan Erdoes - Asset & Wealth Management CEO
One of the largest and most respected investment managers and private banks in
the world, with $4 trillion in client assets and a 200-year-old legacy as a trusted
fiduciary to corporations, governments, institutions and individuals. Since joining
the firm 25 years ago, Erdoes has held senior roles across Asset & Wealth
Management before becoming its CEO in 2009 and joining the JPMorgan Chase
Operating Committee, the firm’s most senior management team.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

Stacey Friedman - EVP, General Counsel
As such, she is responsible for the firm’s exposure to legal risk, including litigation
and enforcement matters, advising on products and services, and advocacy in
connection with proposed laws, rules and regulations.
Takis Georgakopoulos - Global Head of Wholesale Payments
Wholesale Payments is a business that combines cash management,
payment solutions and merchant services to corporate clients, financial
institutions and governments. In this role, he oversees the Product, Client
Service & Implementations and Sales teams globally.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

LinkedIn
Teresa Heitsenrether - Global Head of Security Services
Heitsenrether leads a business that provides custody, accounting, administration,
middle office, collateral and performance management services to institutional
investment managers, pension funds and governments. Securities Services is an
industry leader with over $28 trillion in client assets under custody
Carlos Hernandez - Executive Chair of Investment & Corporate Banking
Hernandez is the Executive Chair of Investment and Corporate Banking, with
responsibility for the firm’s Investment Banking and Corporate Banking businesses.
He is also a member of J.P. Morgan’s Operating Committee and the Corporate &
Investment Bank Management Team.
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

Marianne Lake - Co-CEO of Consumer & Community Banking
She is jointly responsible for all of CCB, a business that serves more than 60 million
households and 4 million small businesses in the United States. On a day-to-day basis,
Lake leads Payments, Lending and Commerce, including three industry-leading lending
businesses: Card Services, Home Lending and Auto Finance.
Robin Leopold - EVP, Head of Human Resources
Prior to assuming this role in January 2018, Robin held a number of leadership
positions in Human Resources, including Human Resources Executive for J.P.
Morgan’s Corporate & Investment Bank, Human Resources Executive supporting
the Corporate functions, and she also led Chase’s Mortgage Banking Human
Resources team during the business transformation.
LinkedIn
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

Douglas B. Petno - CEO of Commercial Banking
Commercial Banking has more than 10,000 professionals located in 142 locations across
the US and 30 major international cities. Commercial Banking delivers industry leading
capabilities and comprehensive financial solutions, including investment banking, treasury
services, merchant services, and commercial lending. The business serves more than
18,000 clients, including mid-sized businesses and corporations, government entities and
not-for-profit organizations and more than 33,000 real estate investors/owners.
Jennifer Piepszak - Co-CEO of Consumer & Community Banking
She is jointly responsible for all of CCB, a business that serves more than 60
million households and 4 million small businesses in the United States. On a
day-to-day basis, Piepszak leads Consumer and Business Banking, as well as
Wealth Management.
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio

Daniel Pinto - President & Chief Operating Officer
Daniel Pinto is President and Chief Operating Officer of JPMorgan Chase, a
leading global financial services firm, and a member of its Operating Committee.
He is also CEO of its Corporate & Investment Bank, an industry leader in
investment banking, trading markets and investor services.
Troy Rohrbaugh - Head of Global Markets
Troy Rohrbaugh is the head of Global Markets for J.P. Morgan, the industry’s largest
trading franchise, and a leader in both Equities and Fixed Income. He is a member of the
firm’s Operating Committee and CIB Management Team. Prior to his current role, Troy
was the head of Macro Markets, which includes the Rates, Foreign Exchange, Emerging
Markets and Commodities businesses.
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio
LinkedIn

Peter Scher - Vice Chairman
Scher is the firm’s senior business executive for the Mid-Atlantic Region — one of the largest
economic regions in the United States — and oversees the firm’s global Corporate Responsibility
department, including its public policy efforts, the J.P. Morgan International Council and Morgan
Health, a new business unit focused on improving the quality of healthcare for the firm’s
employees and creating new models for employer-based healthcare.
Sanoke Viswanathan - CEO of the International Consumer Growth
Initiatives
The International Consumer business is a digital growth initiative for JPMorgan Chase, which
combines the strength of our Chase retail business in the U.S. with the global financial reputation
of JPMorgan. Viswanathan is spearheading the launch of a digital bank in the U.K. and working to
accelerate more of the firm’s digital growth initiatives around the world, including in digital
payments and those arising from the growing application of data and emerging technologies.
www.sgatalent.com
(518) 843-4611
Full Bio
Full Bio
LinkedIn
LinkedIn

LinkedIn
www.sgatalent.com
(518) 843-4611
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive
data on the private and public markets to help business professionals discover and execute
top opportunities. PitchBook’s data and analysis is available through our award-winning
software, the PitchBook Platform, as well as our suite of integrated tools, industry news
and in-depth reports.
An independent subsidiary of Morningstar, PitchBook currently has offices in Seattle, San
Francisco, New York, Hong Kong, London, Ukraine, and Mumbai.

LinkedIn
John Gabbert - Founder & CEO
John Gabbert is the founder and CEO of PitchBook Data, Inc., a research firm that
works tirelessly to arm professionals within the global private equity, venture capital
and M&A markets with the finest data, technology and services so they can make the
most informed business decisions, efficiently.
Rod Diefendorf - Chief Operating Officer
Senior executive with a proven track record of leadership, strategic development and
execution resulting in consistently driving growth and shareholder value. I have
successfully led teams in Sales, Business & Corporate Development, and Product
Development & Engineering across Consumer Internet and Mobile businesses.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Paul Jaeschke - VP of Product
Experienced product management leader with a track record of building and managing
high performing teams and delivering successful software products and services.
Experience partnering cross-functionally with teams spanning Product & Engineering,
UX Design, QA and Business Development to deliver products and projects on tight
deadlines. Over 10 years of management experience leading product and engineering
teams.
Paul Santarelli - VP of Sales
Paul joined PitchBook in August 2011.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Brett Kaluza - VP of Customer Success
Currently leading PitchBook's London office. Focused on growth and expansion in
EMEA while also leading the global Customer Success team.
Steve Bendt - VP of Marketing & Editorial
Experienced Vice President of Marketing with a history of leading marketing and
product teams in retail, technology and venture capital/private equity industries. Skilled
in Digital Strategy, Management, Software as a Service (SaaS), Business
Development, and Marketing Strategy.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Joanna McGinley - VP, Pitchbook/Morningstar Strategy
Business professional with proven abilities in developing strategic alliances, business
development, program management, and product management.
Patrick Ross - VP of Finance
Results oriented Finance & Accounting leader of B2B SaaS businesses with exposure
a broad range of industries. Experience building and developing professional, high
performing teams. Significant exposure to M&A, both as an adviser to strategic &
financial parties and operator.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Amy Whaley - VP of People
Amy joined PitchBook in December 2017.
Peter Escher - VP of Data Operations
PitchBook is all about a better way to do Venture Capital, Private Equity and M&A.
Awesome data software, customer service, and industry news and reports. Peter
joined PitchBook in December 2015.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
www.sgatalent.com
(518) 843-4611
Avant is dedicated to building premier digital banking solutions for the middle class
through a combination of technology, analytics and superior customer service. Since
2012, Avant has connected over 1.5 million customers to over $7.5 billion in loans
and 700,000 credit cards. A high growth financial technology company, Avant has
been featured in The Wall Street Journal, The New York Times, TechCrunch, Fortune,
Bloomberg, and has raised over $600 million of equity capital.

LinkedIn
Al Goldstein - Founder & CEO
Al is the co-founder and CEO of Avant, an online marketplace lending platform. Avant was
named to Forbes America's Most Promising Companies list for 2015 as well as Forbes Next
Billion Dollar Startups list for 2015. Prior to Avant, Al co-founded Pangea Properties, a private
REIT invested in distressed and value-add multi-family properties. Al was co-founder,
President and CEO of CashNetUSA, now Enova International, from 2004 until 2008. Prior to
that, he was part of Deutsche Bank Leveraged Finance practice. Al is an active member of the
Young Presidents Organization (YPO) and America Israel Public Affairs Committee (AIPAC)
and mentors young entrepreneurs.
Matt Bochenek - Chief Executive Officer
"Matt brings to the table a simultaneous strategic vision and unmatched understanding of
our operations," said Al Goldstein, co-founder and Executive Chairman of Avant. "This has
been Matt's path for a long time. He has shown tremendous leadership in the face of
complex business decisions, and I'm looking forward to working with him and our entire
executive team to guide us through Avant's next phase."
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Kevin Friedrich - Chief Financial Officer
Proven successful Finance leader with international and domestic experience
navigating through high growth and transformative environments. Track-record of
managing a robust function, simultaneously managing multiple priorities under tight
deadlines, pragmatically approaching and solving challenging problems, & creating
and implementing process efficiencies.
Paul Zhang - Co-Founder & Chief Technology Officer
Responsible for leading the technology team at Avant in building out the leading online
financial services and lending platform.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Karoline Andris - Chief Compliance Officer & General Counsel
Regulatory compliance and legal professional with demonstrated leadership in
compliance risk management development and oversight in a rapidly growing financial
institution. Proven ability to implement and enhance compliance, fair and responsible
lending and BSA/AML programs designed to effectively achieve compliance with all
regulatory requirements while supporting business strategy and growth.
Bhanu Arora - Chief Risk Officer
Financial services professional with over 10 years of experience in revenue growth,
risk management, pricing strategy and model management.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
www.sgatalent.com
(518) 843-4611
We provide the global commerce tools people need to build businesses, accept
payments, and enable commerce for their users. It's the simplest way to get paid for
your great ideas -- across any device, and through almost any payment method.
Merchants in more than 45 countries/regions worldwide can accept, split, and enable
payments in more than 130 currencies using Braintree. And we're here for you -- with
stellar support, innovative concepts, and simple processes.

LinkedIn
Dan Schulman - President & CEO
Dan Schulman is focused on democratizing and transforming financial services
and e-commerce to improve the financial health of billions of people, families and
businesses around the world. With extensive experience in payments and mobile
technology, Dan is leading PayPal to reimagine how people move and manage
money, and how merchants and consumers interact and transact.
Peggy Alford - EVP, Global Sales
As Executive Vice President, Global Sales, Peggy Alford oversees the global sales
and distribution of PayPal's products and services and leads the Customer
Success and Go-to-Market teams that help drive PayPal's position as a leading
digital payment method for consumers and businesses around the globe.
www.sgatalent.com
(518) 843-4611 LinkedIn
Full Bio
Full Bio

LinkedIn
Jonathan Auerbach - EVP, Chief Strategy, Growth & Data Officer
In this capacity, Jonathan leads PayPal’s Global Strategy, Acquisitions, Partnerships, Data
Science, Growth Marketing teams and Corporate Affairs teams. In addition, Jonathan
serves as strategic advisor to PayPal’s operations in China and is responsible for the
company’s Blockchain, Crypto and Digital Currencies business unit.
Mark Britto - EVP, Chief Product Officer
Mark Britto is responsible for the company’s end-to-end product and engineering
organizations. He oversees the Omni Payments and Branded Experiences teams working
to advance PayPal’s position as a leading digital payment method for consumers and
merchants around the globe. Additionally, he leads the team responsible for furthering the
company’s strategies to provide credit solutions that drive increased engagement for
consumers and growth for merchants.
www.sgatalent.com
(518) 843-4611 LinkedIn
Full Bio
Full Bio

LinkedIn
Aaron Karczmer - EVP, Risk, Platforms & Legal
In this role, Aaron oversees a diverse set of business areas, including control functions,
front-line risk and operations teams, and core platforms and services. Control functions
include the Chief Risk and Compliance Officer’s organization, the General Counsel’s
organization, and the Corporate Secretary’s organization.
John Rainey - Chief Financial Officer and EVP Global Customer Operations
As CFO, he is responsible for leading PayPal’s financial operations, corporate accounting,
corporate finance, treasury, financial planning and analytics, investor relations, internal
audit, tax, real estate, and sourcing functions.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Sri Shivananda - EVP, Chief Technology Officer
In this role, Sri oversees Technology Platforms & Experiences, leading teams
responsible for the company’s secure, reliable and scalable global infrastructure
and strategic core platform, the foundation that enables PayPal to deliver
innovative services to global consumers and merchants.
Louise Pentland - EVP
Louise Pentland serves on PayPal’s Senior Leadership Team as a counselor and
senior advisor, supporting the company’s executive team and Board on key
strategic priorities.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Kausik Rajgopal - EVP, Chief Human Resources Officer
In this role, Kausik is responsible for global workforce planning, talent acquisition
and evaluation, compensation, benefits, learning and development, as well as
culture, diversity and inclusion initiatives.
Alfonso Villanueva - SVP, Global Corporate Strategy & Venture
Alfonso Villanueva oversees PayPal’s strategic roadmap and planning, as well as the
company’s corporate development teams. In this role, he also leads PayPal Ventures,
which invests in promising financial technology, commerce and infrastructure startups and
provides them with access to the resources, relationships and deep industry expertise
needed to scale reach and impact.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Franz Paasche - SVP, Chief Corporate Affairs Officer
In this role, Franz is responsible for leading PayPal’s global communications, employee
engagement, reputation management, government relations and public policy functions.
He also oversees PayPal’s social innovation efforts, working to leverage the company’s
core capabilities to deliver meaningful impact at scale for global employees, customers
and communities.
Gabrielle Rabinovitch - SVP, Corporate Finance & Investor Relations
Gabrielle Rabinovitch is responsible for developing and maintaining relationships
with the investment community, and leading the corporate finance, credit capital
strategy, risk and insurance and investor relations teams.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
www.sgatalent.com
(518) 843-4611
Morningstar, Inc. is a leading provider of independent investment research in North
America, Europe, Australia, and Asia. The Company offers an extensive line of
products and services for individual investors, financial advisors, asset managers,
retirement plan providers and sponsors, and institutional investors in the debt and
private capital markets. Morningstar provides data and research insights on a wide
range of investment offerings, including managed investment products, publicly listed
companies, private capital markets, debt securities, and real-time global market data.

LinkedIn
Kanul Kapoor - Chief Executive Officer
Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his
current role in 2017, he served as president, responsible for product development
and innovation, sales and marketing, and driving strategic prioritization across the
firm.
Joe Mansueto - EVP, Global Sales
Joe Mansueto founded Morningstar in 1984 and became executive chairman in
2017. He has served as chairman of the board of directors from the company’s
inception, and as chief executive officer from 1984 to 1996 and again from 2000 to
2016
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Frannie Besztery - Head of Direct
Frannie is responsible for the global strategy of the flagship Morningstar Direct &
Reporting software suite, including sales, product development, research,
commercialization, and go-to-market.
Bevin Desmond - Head of Talent & Culture
Bevin Desmond is head of talent and culture, a role she has held since 2010. She
is responsible for overseeing talent and culture for all of Morningstar’s global
operations. She also oversees both quality and transformation as well as data and
development centers.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Jason Dubinsky - Chief Financial Officer
Jason Dubinsky is chief financial officer for Morningstar, responsible for
controllership, tax, internal audit, financial planning and analysis, and investor
relations.
Daniel Dunn - Chief Revenue Officer
Danny Dunn is chief revenue officer for Morningstar. He is responsible for sales
philosophy, strategy, and execution in order to drive revenue growth.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Michael Holt - Head of Corporate Strategy
Michael Holt, CFA, is chief strategy officer, responsible for driving value creation by
working with Morningstar’s executive team and board of directors on the firm’s
overall strategic positioning, capital allocation, and M&A activities.
Brock Johnson - Global Retirement & Workplace Solutions
Johnson is responsible for the overall business including strategic positioning,
solution development, sales and marketing, and account management, as well as
product development for the company’s institutional investment products and
services.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Haywood Kelly - Head of Global Research
Haywood Kelly, CFA, is head of research for Morningstar. He oversees the firm’s
global fund, equity, and credit research and data operations.
Pat Maloney - General Counsel
He is responsible for directing Morningstar’s legal department and managing its
relationships with outside counsel. He also oversees Morningstar’s compliance
department. In such roles, he provides counsel to Morningstar’s Board of Directors
and management on legal and regulatory issues, legal risk management, and
transactions and other business growth strategies.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
Daniel Needham - Chief Investment Officer
Needham, CFA, is president and chief investment officer for Morningstar’s Investment
Management group, a unit of Morningstar, Inc. Investment Management provides
retirement, investment advisory, and portfolio management services for financial
institutions, plan sponsors, and advisors through investment management entities around
the world. Needham also chairs the Global Investment Policy Committee, which oversees
the unit’s global investment capabilities, committees, and processes.
Rob Pinkerton - Chief Marketing Officer
An expert in consumer, business, and technology marketing, Pinkerton was
previously chief marketing officer for HelloWallet, a leading provider of online
financial wellness that Morningstar acquired in 2014.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
James Rhodes - Chief Technology Officer
James Rhodes is chief technology officer for Morningstar, responsible for the
company’s technology vision and execution strategy.
Detlef Scholz - Credit Ratings
Scholz is president of credit ratings. He is responsible for all aspects of the
company’s global credit ratings business, which is headquartered in Toronto,
Canada.
www.sgatalent.com
(518) 843-4611
LinkedIn
Full Bio
Full Bio

LinkedIn
David Williams - Head of Design
Williams is head of design for Morningstar. He is responsible for corporate design
and its application to brand identity, products, communications, and the workplace.
www.sgatalent.com
(518) 843-4611
Full Bio

LinkedIn
www.sgatalent.com
(518) 843-4611
Invest spare change from everyday purchases into a diversified portfolio.
Acorns is the first company to offer micro investing to the world. The proprietary financial
engine allows customers to roundup spare change from everyday purchases and invest
these sub-dollar amounts into a professionally managed portfolio of index funds. Simply
connect any credit or debit card and a checking account, then spend money like you
normally do to watch your portfolio grow with the market. It's easy to get started when you
can invest any amount, any time with no commissions or minimums.

LinkedIn
Noah Kerner - Chief Executive Officer
Born in New York City’s east village, Noah Kerner is the CEO of the micro-investing
app Acorns and co-founder of the shareholder rights startup Say.
David Hijirida - President
Prior to joining Acorns, David was the CEO of Simple Finance, a banking and
personal finance app acquired by BBVA USA (now part of PNC Bank).
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Rich Sullivan Jr. - Chief Financial Officer
Rich’s career spans two decades where he has served as a leader in Treasury,
Corporate, and Investor Relations at publicly traded companies. Most recently he
was the Vice President of Finance at Twitter.
Jasmine Lee - Chief Operating Officer
Jasmine has over 20 years of experience in business and finance. Before joining Acorns,
Jasmine served as the COO and CFO for all consumer products at PayPal leading
strategy, product management, business operations, strategic partnerships, finance and
analytics.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Manning Field - Chief Business Officer
Manning launched market-leading products and programs at JPMorgan Chase like Chase
Sapphire, Chase Freedom and Chase Ultimate Rewards, and was named an Ad Age "40
Under 40." He spent four years in Beijing, China, as CMO of JPMorgan Chase's
consumer team and while there, founded a local credit card business.
Hugh Tamassia - Chief Technology Officer
Hugh is a technology executive, product leader, and architect who has built innovative
technology at-scale for the world’s largest financial institutions. As Chief Architect and
CTO for 14 years at JP Morgan Chase, he led the execution of strategic technology
initiatives, including mobile banking, mobile payments, merchant acquiring, customer
support systems, and big data.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Patricia Gonzales - Chief Business Officer
Patricia has dedicated 20 years to creating engaging workplaces. Patricia was the
first HR hire for Acorns and during her time she has built a values-based culture
focused on growth and talent development.
James Moorhead - Chief Marketing Officer
James has a proven record of scaling businesses across multiple industries in the
Fortune 50, Fortune 200 and at start-ups. Most recently, as Chief Marketing
Officer, James helped build the performance marketing and brand teams at
Upstart, the leading AI lending platform.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Ashley Good - Chief Legal Officer
Ashley has over 18 years of legal experience, including 13 years leading in-house legal,
regulatory and compliance teams at private equity and venture backed companies. Her
business experience in executive roles as Chief Growth Officer of a social commerce
startup and Chief Sales Officer at Arbonne, a global health and wellness company, offer
her invaluable insight to the needs of her business partners and the customers we serve.
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
We pride ourselves on delivering friendly, world-class, in-house customer service
and taking the time to work with every merchant to come up with a processing
solution that works for them. We believe in putting purpose ahead of profit and
strive to act with honesty, transparency, and integrity in every interaction so our
clients can focus on running their businesses instead of worrying about how
they’re going to get paid.

LinkedIn
Dan Price - Chief Executive Officer
Most people know about me because of my decision to give up millions of my own
compensation so that everyone at Gravity Payments can make a living wage, but my
original way of serving and sticking up for the little guy is helping independent businesses
reduce their costs and headaches of accepting credit cards.
Tammi Kroll - CTO, COO & CIO
Authentic, strategic, results driven executive with over 24 years of experience leading
global organizations in high volume financial transaction processing and large scale
Internet industries. Successful leader passionate about building effective organizations
focused on career development with highly engaged employees.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Shireen Smith - Chief of Staff
As a seasoned IT professional within the high-tech industry, possess a proven track
record in identifying and solving complex technical challenges, while delivering large-scale
bottom-line results. Exhibit impactful interpersonal skills with strength in maintaining and
building productive cross-functional relationships that ignite performance, drive
improvement and produce unprecedented results
Edwin Dutton - VP of Finance
Edwin started at Gravity Payments in July 2011 as a Customer Service Representative.
From there he has moved his way up to VP of Finance.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
James Diel - President
With over 20 years experience as an entrepreneur and non-profit board member, James
has developed a wide range of skills and expertise that range from electronic payment
processing, messaging as a service, organizational leadership, relational selling, strategic
planning and product development.
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Brex is all-in-one finance for growing businesses. We help companies spend,
save, and earn smarter—and take every dollar further—by doing more than a
bank, bookkeeping, or reward program could ever do alone. After completing the
Y Combinator accelerator program in 2017, Brex has grown to over 600
employees and raised over US $940 million in venture capital.

LinkedIn
Henrique Dubugras - Co-Founder & Co-CEO
Henrique Dubugras is Co-Founder & CEO of Brex — the first of its kind corporate card for
startups. A Brazilian entrepreneur, Henrique built payments company Pagar.me — the
Stripe of Brazil — when he was sixteen years old. In just three years, Pagar.me grew to
$1.5 billion in volume of transactions processed. In the fall of 2016, Henrique
soldPagar.me and enrolled at Stanford University. After eight months, he left school and
founded Brex, which raised $215M in funding across three rounds in its first 22 months
and was the fastest U.S. business-to-business company to be valued at over $1bn.
Pedro Franceschi - Co-Founder
At the age of 12, Pedro was the first person to “jailbreak” the iPhone 3G in Brazil and
subsequently was the first person to build software to make Apple’s Siri virtual assistant
speak in Portuguese. At age 14, he built a popular window manager for Apple’s iPad
allowing users to manage multiple applications simultaneously – a process previously
impossible. Pedro also co-founded Pagar.me with Henrique.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Adam Swiecicki - Chief Financial Officer
Adam joined Brex in January 2020. He holds a BBA in Finance and Accounting from
Michigan University and a MBA from Harvard Business School.
Cosmin Nicolaescu - Chief Technology Officer
Cosmin joined Brex in December 2018. He holds a Bachelor or Science, Computer
Science from Drexel University.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Neal Narayani - Chief People Officer
Neal joined Brex in July 2019. He holds a Bachelor of Science, Computer Science from
Vanderbilt University and a Masters in Engineering Management and Business
Administration from Northwestern University.
Camilla Morais - VP of Finance
Camilla joined Brex in November 2019.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Michael Tannenbaum - Chief Operating Officer
Michael joined Brex in July 2017. He holds a BA in Urban Studies, Economics.
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Varo is an entirely new kind of bank. All digital, mission driven, FDIC insured and designed
for the way our customers live their lives. We’re working toward our mission with a team
that uniquely and strategically combines banking veterans with technology experts. The
banking experts provide decades of industry experience, and the tech experts can build a
mobile app that offers everyone access to premium banking, including quicker access to
your money, high-yield savings, and automatic saving tools.

LinkedIn
Colin Walsh - Founder & CEO
Building off years of experience leading businesses within global brands in Europe
and the US, I have founded Varo, a company that will change the way we bank and
feel about money.
Deep Varma - Technology
Results-oriented, solution-driven Engineering leader with a record of career success
partnering with business leaders, executing engineering projects, driving strategic
technology roadmaps and uncovering new business opportunities. Unique
combination of engineering with hands-on involvement and leadership expertise with
the ability to bring local and offshore teams together to deliver unparalleled results.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Marina Gracias - General Counsel
Negotiate strategic transactions/partnerships. Trusted adviser to the CEO, the Board
and the Investors. Manage financing and securities law compliance. Manage outside
counsel and the legal budget. Oversee IP strategy. Advise on all lending and financial
regulatory issues. Collaborate to establish Human Resources, Finance, Third Party
Risk Management and Compliance infrastructure.
Carolyn Feinstein - Chief Marketing Officer
Carolyn joined Varo in February 2021. She has a Bachelor of Arts from Union College
and a Masters of Business Administration from UNC Kenan-Flagler Business School.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Jakub Jurek - Chief Data Officer
I am a data team leader and executive with product experience spanning investments,
banking, and lending. I am passionate about unpacking complex problems and
collaborating cross-functionally to build pragmatic solutions through the use of data
and technology.
Jose (Pepe) Porrata - Chief Operating Officer
A results-driven and forward-thinking financial services leader with extensive experience
in operations strategy and execution, customer experience redesign, process
management and risk management. Consistent history of success leading organizations
to achieve best-in-class customer satisfaction ratings, meet budget and efficiency
objectives, and foster a culture of highly engaged employees.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
May O’Neal - Chief People Officer
My expertise lies in Executive Human Resources Leadership. I have multi-industry
experience in human resources and organizational leadership, including CPO, SVP,
VP, and Head of HR positions. I have a broad background and success across all core
HR and OD functions, as well as direct and deep involvement in setting Company
strategy with an aligned and creative people strategy.
Thibault Fulconis - Chief Financial Officer
Thibault started at Vero Bank in August 2018 as CFO.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Philippa Girling - Chief Risk Officer
Goal-oriented, mission driven, natural communicator with a growth mindset. 25+ years
experience in strategic and systemic change management and complex problem
solving in the financial services industry. Chief Risk Officer, Attorney and PhD.
Lisa Violet - Chief Risk Officer
I am an objective, open-minded and collaborative executive with extensive experience
standing up and leading strategic Risk frameworks for complex and cutting-edge
financial institutions. I’m adept at establishing, optimizing and centralizing key
functions, including Internal Controls, Governance, Audit, Risk Assessments and
Business Continuity.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Shishir Singhania - Chief Lending Officer
I prefer building instead of running something. I love growing a business instead of
managing an ongoing on. I enjoy working with highly talented people, imagining how
we can change an industry in ways that has not been possible historically.
www.sgatalent.com
(518) 843-4611

LinkedIn
www.sgatalent.com
(518) 843-4611
Blend helps lenders streamline the customer journey for any banking product from
application to close. Its Digital Lending Platform is used by Wells Fargo, U.S. Bank,
and over 250 other leading financial institutions to acquire more customers, increase
productivity, and deepen customer relationships. The company enables customers to
process more than $3.5 billion in mortgages and consumer loans per day, helping
millions of consumers get into homes and gain access to the capital they need to lead
better lives.

LinkedIn
Nima Ghamsari - Head of Blend, Co-Founder & Chair of the Board
Mr. Ghamsari is co-founder and Head of Blend. Prior to founding Blend, Mr.
Ghamsari was one of the first employees of the commercial group at Palantir
Technologies. Mr. Ghamsari holds a B.S. in Computer Science from Stanford
University.
Timothy Mayopoulos - President
Mr. Mayopoulos has served as our President since January 2019 and as a member
of our board of directors since April 2019. Prior to joining us, Mr. Mayopoulos
served as the President and Chief Executive Officer of Fannie Mae.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
Marc Greenberg - Head of Blend, Co-Founder & Chair of the Board
Mr. Greenberg has served as our Head of Finance since September 2018. Prior to
joining us, Mr. Greenberg led the finance operations and most recently served as
Vice President of Finance and Strategy at Pixar Animation Studios.
Crystal Sumner - Head of Legal, Compliance, and Risk & Corporate
Secretary
Ms. Sumner currently serves as our Head of Legal, Compliance, and Risk and
Corporate Secretary, and has served in multiple roles since she joined us in June
2016. Prior to joining us, Ms. Sumner served as Product and Regulatory Counsel
of Eventbrite Inc.
www.sgatalent.com
(518) 843-4611
LinkedIn

LinkedIn
www.sgatalent.com
(518) 843-4611
TrueAccord is the leader in digital collections. By focusing on great user
experiences, TrueAccord provides businesses with superior debt collection
results. Our machine learning platform adapts to consumer behavior with
personalized and empathetic communications to deliver the right payment option
at the right time and channel. We work with top financial institutions, enterprise
companies and upcoming businesses to recover billions in lost revenue.

LinkedIn
Ohad Samet - Chief Executive Officer
Ohad Samet is an entrepreneur and executive in the financial services
industry, having worked as a manager, founder, and executive in various
companies. Ohad started his career as manager of the fraud analysis group for
FraudSciences, a fraud prevention startup for high risk payments.
Nadav Samet - Co-Founder & Chief Innovation Officer
Co-founded TrueAccord to empower consumers to attain financial health using
technology through their experience in debt collection. TrueAccord uses behavioral
economics and data science to fix the debt collection industry, improving the
experience for those who are in debt, and resulting in safer and better recoveries for
businesses.
www.sgatalent.com
(518) 843-4611
LinkedIn

SGA Talent's Who’s Who in Fintech 2022

SGA Talent's Who’s Who in Fintech 2022

Recommandé

Recommandé

Contenu connexe

Tendances

Tendances (19)

Similaire à SGA Talent's Who’s Who in Fintech 2022

Similaire à SGA Talent's Who’s Who in Fintech 2022 (20)

Plus de SGA Talent

Plus de SGA Talent (20)

Dernier

Dernier (20)

SGA Talent's Who’s Who in Fintech 2022