July 23 - 24, 2019
Boston Marriott Long Wharf, MA
Head of Innovation
Jeremy K. Balkin serves as Head of Innovation for HSBC Bank USA based in New York, where he serves on the retail bank management committee and is responsible for the fintech innovation and exponential growth strategy for North America. Balkin also serves on the board of the Samsung Council for Emerging Technology and he is the multi-award winning author of two books, Investing with Impact: Why Finance is a Force for Good, and Millennialization of Everything: How to Win When Millennials Rule the World. Jeremy previously served as an adviser to The Hon. Malcolm Turnbull, Australia’s 29th Prime Minister and as an executive at Macquarie Bank. In 2017, Jeremy K. Balkin was named among the Top 35 Millennial Influencers in USA by the NBT Movement in Washington DC and received the Advance Global Australian Award from the Prime Minister of Australia. He has run six marathons and also received the UNSW Alumni Award for Achievement and been designated a Young Global Leader by the World Economic Forum.
Head of Branch Administration and Operations
Pete Mattingly is the Head of Branch Administration and Operations. The group is responsible for Branch Policies and Procedures, Internal Controls, Field Support, Change Management, Project Management, and coordination and oversight of Branch Operations.
Before transitioning to his current role, he played a variety of roles in Business Banking. Most recently he lead National Cash Management Sales, which connects clients and bankers to internal product partners responsible for providing payment, fraud prevention and reporting solutions. Prior to that, was the Head of Strategy and Business Development which included leadership of the Small Business Next Generation strategy, which launched several first in Chase initiatives, including Chase Business Quick Capital and the Chase for Business Application.
Prior roles with the firm include helping build the CCB Oversight & Control Organization as the Control Officer Executive for Business Banking and Firm wide Key Matters, leading the firm’s image archiving Center of Excellence (iVault), and thirteen years as a Senior Internal Audit Manager covering the CCB businesses.
Pete is actively involved in the leadership of JPMorgan Chase’s Columbus Location and serves as Co-Chairman of the Central Ohio Market Leadership Team. He is also on the Board of Directors of the Economic Community Development Institute (ECDI), which provides education, technical assistance and loans for women, minority and immigrant owned businesses.
Pete holds a MBA, with a concentration in Strategy from The Ohio State University, and a Bachelor of Science in Accounting from The University of Louisville. He has also completed Leaders Morgan Chase and Leading Across the Franchise, invitation based advanced leadership training within JPMorgan Chase.
Before joining the firm in 1997, Pete spent two years as an Accounting Supervisor at United Parcel Service, and two years as Accounting Manager for Frost, Brown Todd LLC (Law Firm).
Pete and his wife Kim, a teacher’s assistant at St Paul School, reside in Galena. Their oldest son Drew is a freshman at Chatham University in Pittsburgh, Pennsylvania, and their youngest Jake is a junior at Olentangy Orange High School.
SVP, Retail Network Strategy & Sales Analytics
Rockland Trust Company
Senior Vice President | Retail and Operations
Aleda Amistadi is the Senior Vice President of Retail and Operations for PeoplesBank headquartered in Holyoke, Massachusetts. PeoplesBank is a close to $3B community bank with roots in the Hamden and Hampshire Counties of Massachusetts and Hartford County in Connecticut. Aleda began her career in banking in 1996 and joined PeoplesBank in 2013. She received her undergraduate degree from Westfield State University and her Masters of Business Administration from Western New England University. In 2016, Aleda graduated from the ABA Stonier Graduate School of Banking where she also received a Leadership Certificate from The Wharton School. Additionally, she completed the Six Sigma Certificate program from Duke University’s Office of Continuing Studies and is a certified Six Sigma Green Belt. Aleda volunteers her time as a Student Advisor for current enrollees in the ABA Graduate School of Banking as well as serves on the Board of Directors of Dress for Success Western Massachusetts. Recently, she was named to the Business West 40 Under Forty Class of 2019. Aleda resides in Southwick, Massachusetts with her daughter, Kyla.
Chief Digital and Innovation Officer
He has nineteen years of experience in information technology that include roles such as CTO, Vice President of IT, and Infrastructure & Security Director.
These wide variety of positions helped cultivate the knowledge and skills Corey would find priceless in his current career. As CDNO for Origin Bank Corey works to collaborate with internal departments, strategic partners and customers to ensure that a culture of innovation remains at the forefront of the brand.
LeBlanc also serves on the Client Advisory Board for MX and was awarded 20 Under Forty by Banking Exchange Magazine in 2018.
Corey previously served six years in the USAF where he worked as Infrastructure & Security Manager for Bolling Air Force Base, Washington D.C. and the USAF Academy, Colorado Springs, Co.
Corey believes consistently maintaining a “whatever it takes” attitude delivers results and builds champions. He attributes this motto to the accomplishments he’s had throughout his career and personal life.
SVP, Director of Retail Banking
Mark Sanchioni is a 20+ year member of the retail banking community. Currently he is Director of Retail Banking for United Bank, a $7 billion bank operating in 3 states as well as having a digital presence in 26 states. During his career, Mark has also served as a regional manager for retail branches, a regional manager for FINRA-licensed financial advisors, as a director of retail banking administration, director of sales & service administration and the director of a customer care center. Prior to banking and straight from college, Mark was a merchant with May Company. He spent 5 years working in both centralized buying offices and store management roles for the G.Fox and Filene’s brands, predecessors of Macy’s. Outside of banking, Mark is a committed volunteer with the United Way. A proud alumnus of the University of Connecticut, Mark served on the Board of Directors for the UConn Alumni Association Chapter in Greater Hartford. He graduated UCONN with a Bachelor of Arts degree in economics, cum laude. Later he graduated from the BAI Graduate School of Retail Banking at the University of Wisconsin at Madison. He has also done some graduate work in economics at Trinity College. Mark holds his series 7, 24 & 66 FINRA licenses. You can find Mark via email at firstname.lastname@example.org, and on LinkedIn.com/in/Sanchioni.
Head of Leadership and Talent
Jordan George is an award-winning HR executive with over 10 years of diverse experience in talent acquisition, learning management, and organizational development. As the Head of Leadership & Talent at Addition Financial, Jordan leads the learning and professional development strategy for the organization’s 500+ employees. He’s also a total pro at making stuff up (don’t worry, this bio is the real deal).
As a professional improviser, Jordan has performed extensively throughout Central Florida as well as at the world’s largest improv festival, the Del Close Marathon, in New York City. Blending facilitation and performance, Jordan uses the art of improvisation to help trainers and teams cultivate positive employee experiences that empower people to do their best work. He is passionate about dismantling training stereotypes and considers himself incredibly blessed to have found a career where he gets to make people laugh for a living.
Senior Executive Vice President, Chief Banking Officer
SB One Bank
Mr. Vito Giannola has served as Chief Banking Officer and Senior Executive Vice President at SB One Bank since 2010. In this role, he oversees the Retail Branch Network, Business Development and the Investment Division of SB One Bank. Using his entrepreneurial skills and over 20 years of industry experience, Vito creates innovative solutions to grow the company’s topline revenue while focusing on the Bank’s commitment to provide an exceptional client experience.
Prior to joining SB One Bank, Mr. Giannola was a Senior Vice President, Retail Market Manager at TD Bank where he focused on the retail, government and small business banking areas. Prior to joining TD Bank, he gained valuable industry experience during his tenure at Chase and First Union Bank.
Mr. Giannola is a trustee of SB One Bank’s SB One Foundation Inc., that raises money to support charitable organizations within the communities it serves. The foundation organizes fundraising activities and receives voluntary contributions to provide support for philanthropic, benevolent, public health or social welfare organizations, making a positive impact on residents and communities.
Mr. Giannola also serves as an executive board member of a private, family-owned real estate company based in Astoria, Queens. Serving the New York and Florida market for more than 50 years, their primary business focus is the acquisition, management, and development of real estate properties.
Mr. Giannola holds a Bachelor of Science in Business Management and a minor in Psychology from the College of Mount Saint Vincent. He also attended Holy Cross High School and St. Luke’s School.
Executive Head: Group Shared Services & Group Real Estate Services Standard Bank Group
Jörg joined the group in 1997, and currently holds the position as the head of Group Shared Services and Group Real Estate Services, Standard Bank Group. Jörg joined the group in August 1997 as a Senior Finance Manager, Treasury Finance Management and Central Reporting within Corporate and Investment Banking. In January 2001 he was appointed as Chief Financial Officer for Personal and Business Banking. In January 2006, he was appointed as Chief Information Officer for the Group and in May 2010, he was appointed as Chief Operating Officer for Global Personal and Business Banking. In November 2012, he was appointed to head up the newly formed Group Shared Services area. In September 2014, Group Real Estate Services was added to his role in addition to his Group Shared Services role.
Head of Corporate Real Estate Services
Nitesh Patel is an accountant by qualification with 22 years of retail banking experience. He has fulfilled a wide range of roles within the Retail Bank across various spheres of the business such as finance, branch banking, data management, capital management, mortgage finance, customer strategy and currently within corporate real estate services. He was previously the Financial Director for customer channels and the Director of Branch Banking for the largest economic province in South Africa, accountable for over 150 points of manned representation and 3000 ATM’s.
In his current role he is responsible for the retail real estate portfolio across the Standard Bank Group. This includes distribution planning & optimisation, leasing, branch transformation, physical infrastructure management, and geospatial insights.
Nitesh is passionate about making banking accessible to all customers, creating convenient and reliable banking solutions for customers, and ensuring a consistently good service experience for all customers.
AVP Retail Trainer & Development Manager
Webster Five Savings Bank
Maria has been a leader in the banking industry for over 16 years joining Webster Five in 2011 as Assistant Vice President, Sr. Branch Manager. Maria began taking on additional leadership responsibilities within the bank, and was promoted to the newly created position of Retail Trainer & Development Manager in 2015. In her current role, Maria leads the training and development of the bank’s retail branch employees, drives enhancements to the overall customer experience, and plays an active role in the recruitment and hiring of branch employees. Maria develops and facilitates training for all newly hired branch employees. She coaches and mentors retail branch employees and provides skill training in addition to providing education on product and system changes or enhancements. Maria’s unique skill set and passion for mentoring others in professional development helps to ensure the successful evolution of the universal banker model at Webster Five.
Maria holds a Bachelor of Science degree in Business Administration from Worcester State University and a Master’s in Business Administration from Nichols College. She is a graduate of the New England School of Financial Studies and is actively involved the United Way Women’s Initiative
Omnichannel Experience Manager and Marketing Strategist
Machias Savings Bank
Yury Nabokov is a transformative leader in the business of creating emotional, personal and engaging experiences. He brings a wide range of insights extracted from his previous work in academia, healthcare, and entertainment.
In 2017, for his contributions to the digital initiatives of Machias Savings Bank, Yury was named "Emerging Leader" by the Bank Administration Institute. A year later he was presented with the "Rising Star" award from New England Financial Marketing Association. Yury holds two undergraduate and two graduate degrees with the recent addition of an executive leadership degree from The Wharton School.
Yury works full time at Machias Savings Bank as the Omnichannel Experience Manager and Marketing Strategist. Yury is also a member of the Maine Public Relations Council Board of Directors and a frequent contributor on topics of UX, gamification, change management and innovation.
EVP, Director of Retail Banking
First Federal Bank
Stephanie McClendon started her banking career with First Federal in March 1999. In the start of her career she developed many talents by taking on roles such as teller, customer service representative, branch manager, consumer lender, and mortgage originator. In August 2006 she assumed the role of Regional Manager overseeing 11 branches in 6 counties. In 2016, Stephanie then expanded her role to Director of Retail Banking responsible for Retail Sales covering 22 branches in 13 counties. As Director of Retail, she oversees the retail banking department, which has over $1 billion in deposits and $42 million in consumer loans. While directing this effort, Stephanie also maintains a customer deposit portfolio as well as maintaining relationships with the Public Funds portfolio. In addition, she directly manages the Regional Managers and Relationship Business Development Officers. For the past 2 years, she has served on the First Federal Executive Council. During her time as Director of Retail, she has implemented measures to expand and improve a consistent standardized sales approach. Her area of expertise is enhancing retail customer deposit relationships with a focus on company culture and leadership.
Stephanie’s commitment to building relationships and a stronger community is evident by her service to First Federal and the counties she serves by currently volunteering her time on local boards such as Live Oak Community Charity Foundation and Meridian Health Board. She has previously been a board member and past President for United Way of Suwannee Valley, past President and Secretary of ARC North Florida, past President and Board Member of Altrusa International, founding member and Treasurer of Suwannee Academic Boosters, and Riveroak College Advisory Committee member for the business academy.
Chief Operating Officer
Credit Union of America
Eileen Phelps is the Chief Operations Officer for Credit Union of America in Wichita, KS. She has over 30 years of experience in the financial services industry. Beginning her career as a teller, Eileen has served as a Loan Officer, Branch Manager, Electronic Services Manager, and V.P. of Real Estate. As Chief Services Officer, she oversaw real estate, all payment systems as well as a high-performing call center. Eileen draws on this vast experience in her current position as COO of a $924M credit union overseeing 14 branches.
Eileen is a graduate of CUNA Management School, Madison. She holds both the Certified Credit Union Executive (CCUE) and Credit Union Compliance Expert (CCUE) designations.
Eileen enjoys football, swimming in her backyard pool, and boating. She lives with her husband in Wichita, KS. She and Steve have eight children and 15 grandchildren. Yes, she has pictures!
Executive Vice President, Retail Banking
First Citrus Bank
With over 18 years of leadership and banking experience, Jessica Kendall Hornof serves as the Executive Vice President of Retail Banking for First Citrus Bank, a Tampa Bay-based community bank that specializes in delivering personalized banking services to individuals, families, and local businesses. Jessica leads the bank’s deposit division, which includes managing strategic deposit growth, designing and improving the client experience, leading the branch management team, and guiding associate development. Jessica’s passion is developing the potential of people, delivering client experiences that exceed expectations, and inspiring others to do the same.
Jessica is an active member of The Junior League of Tampa, Inc. and proudly serves as a board member and finance committee chair of the Judeo Christian Health Clinic, Inc.
As a respected leader in the financial industry and a community advocate, Jessica has received a numerous awards, including The Junior League of Tampa Inspiring Leader of the Year and Tampa Bay Business Journal’s 30 Under 30, and she was recently included as one of the Top 100+ Women to KNOW and Do Business with in Tampa Bay through the KNOW Tribe + Magazine.
Jessica has a diploma from the Florida School of Banking at the University of Florida and lives in Tampa, Florida, with her husband and two children.
Chief Talent Officer
Member One Federal Credit Union
Kimberley Braswell possesses 25+ years’ experience in the field of human resources. Since 2008, Kim has served as the chief talent officer for Member One Federal Credit Union. During her tenure at the credit union, Member One has witnessed tremendous growth, allowing for the creation of new positions and overall number of employees. Kim has played a key role on the credit union’s senior team to help Member One make its transition into a $1 billion dollar financial institution smooth and seamless. Kim is actively involved in several professional and community organizations, including membership in the Society of Human Resource Management, both the national and local chapters; serving on the Board of the Roanoke Valley SHRM chapter; Board of Downtown Roanoke, Inc.; as well as participating in various philanthropic efforts. She holds an MBA degree from Saint Martin’s University in Lacey, Washington, SPHR and SHRM-SCP certifications, and most recently earned a certification in HR Compliance for credit unions.
Director of Facilities Management & Development
Apple Federal Credit Union
Rick is responsible for all Real Estate Development and Facility Operations for Apple Federal Credit Union which includes the new Headquarters, former HQ and 22 branch locations. This responsibility includes leadership of Branch Design & Transformation, Market Analysis, Site Selection, Building Acquisition, Lease & Sub-lease Negotiations, New Building & Occupier Space Construction along with all Facility and Property Management activities.
Since joining Apple FCU Rick has led various teams in the development of three new Branch Design prototypes and the re-imagining of Apple’s owned Branch design to create flexibility of future use and maximum property value.
Prior to joining “ TheOtherApple.org ”, Rick served with JLL in various roles which included VP of Global Transaction Services for a Fortune 500 IT Services client headquartered in the Washington, DC area along with Regional Facility Manager in Florida for a Banking client whose Florida Region comprised over 5 million square feet of branch bank locations and office properties.
Rick has a BBA in Marketing from The University of Mississippi and is currently completing a Master of Professional Studies in Real Estate Development at Georgetown University.
VP, Strategic Initiatives Officer
Billie Connally is a 20-year veteran of the banking industry, spending the last 13 years at Landmark Bank, a $3 billion bank headquartered in Columbia, MO. She currently serves as the Vice President of Strategic Initiatives where her role encompasses developing sales culture and relationship building strategies and facilitating banker training for all front line sales peoplethe Retail line of business. Her focus is on increasing revenue via effective sales strategies, customer journey mapping, on-boarding and re-boarding strategies, referral expectations, CRM training and development of Retail sales incentive plans.
Landmark’s Retail Banking departmentr Bank includes is a 40-branch network with a footprint spanning 28 communities across three states. Billie has led a retail sales transformation, resulting in tripling sold cross-line referrals in a 4-year period while simultaneously reducing branch staff overhead by nearly 15%. As a result of Billie’s efforts, Landmark has seen an increase in customer satisfaction and advocacy scores, as well as higher employee engagement scores.
Her passion is helping bankers identify and develop their strengths. Her motto is, “to create an exceptional customer experience, you have to start with creating an exceptional employee experience.”
Billie is a recipient of the prestigious Young Athena Award and is a graduate of the Southwest Graduate School of Banking at SMU in Dallas, TX. She lives in Columbia, MO, with her partner Michael, son Brantley and daughter Madison
Chief Retail Officer
Andrea Pruna serves as the Senior Vice President, Chief Marketing and Retail Officer at Northeast Credit Union (NECU) in Portsmouth, New Hampshire.
Andrea is committed to collaborating across business lines to help NECU achieve growth and profitability by merging traditional processes with new consumer preferences and more dynamic innovations in retail banking. She has been an integral lead in two important mergers in NECU’s history where her passion for delivering extraordinary member experiences was key in executing effective member communications and integration strategies for smooth transitions. Mergers present financial marketers with unique set of challenges. No two mergers are alike — combining different cultures, different teams, and, typically, different markets. One of the most important, but less discussed, contributors to merger success is a well‐planned and well‐executed communications strategy.
She holds a Master’s Degree in Business Administration and proudly serves as a member of New Hampshire Credit Union's Social Responsibility Committee, the Marketing and Business Development CUNA Council, and the Marketing Committee for New Hampshire Credit Unions. A native of Colombia, Andrea is happy to call New Castle, New Hampshire home.
Chief Operating Officer
Silver State Schools Credit Union
Mike Randall, a fierce advocate for the Credit Union movement, serves as Senior Vice President / Chief Operating Officer for Silver State Schools Credit Union (SSSCU) headquartered in Las Vegas, Nevada. Mike joined SSSCU early in his financial industry career, learning the organization and serving in several capacities. He is directly responsible for the development of operational strategies and day-to-day workings of the CU, including the branch network, Digital Solutions, Information Technology, Marketing, and Member Service and Experience. Mike has carved out a niche within the Credit Union as the expert on integrating human capital with innovative technology. Mike’s ability to leverage the history of the organization, high-employee engagement, and a continued focus on enterprise development have allowed SSSCU to further its position as a top financial institution in the State of Nevada.
Vice President of Retail Delivery
Whatcom Educators Credit Union
Erynne Hallock is the Vice President for Retail Delivery at WECU. Having worked in the credit union industry for the last 15 years, 10 of which have been spent in retail oversight, Erynne has led the charge on many staffing and branch innovation related projects. Most notably was a branch transformation initiative in 2015, which received the CUNA Excellence Award in Sales & Service and the creation of a leadership training program that earned the spotlight of Development Dimensions International (DDI) Leadership Institute. Erynne is noted for creating and implementing a new teller model which is a hybrid between a universal and traditional teller. She is an experienced leadership trainer and speaker, having led many talented retail management teams through the years. Erynne holds a Certified Leadership Trainer certification from DDI. She received her B.A. and B.S. from Eastern Washington University and graduated with high honors from Western CUNA Management School.
Deborah Lumpkin’s marketing career has been focused in the financial services industry. Currently, she is a Senior Partner for Centier Bank, where she heads up a newly created department which develops and coordinates the Bank’s philanthropy, community outreach, and financial wellness initiatives, and is also responsible for the Bank’s retail banking, marketing and public relations, market expansion strategies, and facilities. Prior to joining Centier, Lumpkin held various executive marketing and retail banking positions with First Merchants Bank, Ameriana Bank and Old National Bank where she was responsible for creating and executing new market entry strategies to build franchise value, managing the development of brand positioning campaigns, and leading project teams through large-scale projects in brand and organizational alignment.
Lumpkin graduated from Ball State University with a Bachelor of Science degree in Journalism, with an advertising concentration. In 2012, she received a graduate degree in banking from the University of Wisconsin. At Ball State University, Lumpkin was involved in various student organizations, including Cardinal Advertising and the student chapter of the American Advertising Federation. Lumpkin continues to stay involved at Ball State as chair of the Journalism Alumni Board of Directors and with the Marketing Advisory Board for the Miller College of Business.
Chief Experience Officer
Ron Belle has 25 years of banking, credit union and financial services industry experience. In his current position as Chief Experience Officer, Ron is responsible for executive leadership of seven business units comprising both sales and operational functions. Since joining AmeriCU Credit Union in June of 2017, Ron has led a variety of key initiatives aimed at improving the member experience. These include implementing a member and employee brand experience culture, restructuring the Wealth Management Division and refining a channel strategy across the organization.
Ron previously served as a Region Executive of Wealth & Asset Management at Fifth Third Bank where he led several teams of financial services professionals. He has also held Regional Executive Leadership roles at Bank of America/Merrill Lynch and Key Bank.
Education: Bachelors of Science Degree from Utica College of Syracuse University; Graduate School of Retail Banking at the University of Wisconsin; Executive Management & Leadership Program at Case Western Reserve University School of Management and holds an Accredited Asset Management Specialist (AAMS) designation along with several FINRA licenses from the College of Financial Planning.
CEO | President
Sound Community Bank
Ms. Stewart is the President /CEO of Sound Community Bank headquartered in Seattle. Sound has 8 branches, two LPOs and total assets in excess of $715 Million plus a loan servicing portfolio of over $330 Million. Originally chartered as a Credit Union, the bank has completed numerous charter conversions and is now publically traded on NASDAQ. Sound is recognized as one of the top performing community banks in the country and also a top philanthropist.
Active in the industry, Ms. Stewart was one of 14 bankers selected to serve on the inaugural FDIC Community Bank Advisory Board. Subsequently she was appointed to the inaugural CFPB Community Banker’s advisory Board. She is active in trade associations, serving two terms as Chair of the WBA and she chaired the ABA flagship Governmental Affairs Committee. In 2017 she was one of nine community Bankers invited to the White House for a listening session with the President. She was recently named Chair Elect of the American Bankers national trade association and will serve as Chair in 2019-2020. She also serves as Vice Chair of the National Arthritis Foundation Board of Directors (chair in November 2018) and is a director of the Seattle Branch of the Federal Reserve Bank.
Ms. Stewart has been recognized in the Most Powerful Women in Banking’s women to watch category four times, most recently in2018. In 2016 she also earned the prestigious Woman of Influence award from the Puget Sound Business Journal. In 2019 she was recognized as an Executive of Excellence by Seattle Business Magazine. She is a frequent speaker and teacher. Community volunteering includes serving as Immediate Past Chair of the Woodland Park Zoo, volunteering as a Court Appointed Special Advocate, and climbing Mt. Kilimanjaro to raise money for cancer research. Laurie loves to sew baby quilts for every new parent and grandparent at the bank.
Vice President, Acquisition
Carie Kelly leads the consumer and business acquisition efforts for Radius Bank’s virtual branch through data-driven digital marketing implementation. She specializes in sourcing, onboarding and developing relationships with online marketing and technology partners to enhance the Bank’s nationwide client base. Prior to joining Radius more than 4 years ago, Carie transitioned dozens of financial institutions all over New England from traditional marketing into the digital space. She is Google AdWords & Google Analytics Certified and formerly served as the Vice President of the New England Financial Marketing Association’s Board of Directors.
Justin Frankel is an experienced and driven financial services executive who also advises and invests in early stage companies. He has extensive capital markets experience in equities, derivatives, portfolio management and wealth management.
Justin began his career on the floor of the NYSE before working as trader and Nasdaq market-maker during the technology boom of the mid to late 1990s. Justin then moved to Merrill Lynch where he began structuring and selling derivative investments across multiple asset classes. After a brief period as a Private Wealth Advisor at Merrill Lynch and UBS, Justin returned to the institutional side of the business where he managed the Structured Products Sales desk at Morgan Stanley. After Morgan Stanley, Justin served as Managing Partner and Portfolio Manager at Wavecrest Asset Management, a firm he co-founded. After Wavecrest, Justin worked at RiverPark Funds, where his equity derivatives-based fund became the predecessor fund to the RiverPark Structural Alpha Fund, a registered 1940 Act mutual fund for which he served as co-portfolio manager for 4 years. Justin began investing in crypto-assets in 2011, and became the CEO of Bayside Corporation in January of this year. Bayside is an American corporation that is focused on infrastructure around the crypto-asset and blockchain ecosystems.
VP, Strategy and Research, Financial Services
Stratacache, Q Division
As a seasoned leader in software, digital transformation and financial services. Joe heads CRMNEXT, Inc. and strategic growth for the Americas. CRMNEXT powers growth, convenience and service for one million bankers, 65,000 branches and frictionless experience for one billion customers served by large and small banks and credit unions globally. CRMNEXT helps banks grow assets by 10 to 20 percent per year, without increased costs, and grow profits by more than 25 percent.
For more than 25 years he has led the creation of exceptional teams and businesses responsible for disruptive technology-enabled solutions in financial services and the Fortune 500.
Joe has been granted 21 patents for technologies broadly used by both consumers and large enterprises, including mobile banking and the original patent for web-conferencing.
His achievements include the development and successful deployment of mobile banking solutions for 9 of the top 12 U.S. banks and the creation of award winning mission critical systems for more than half of the Fortune 500.
Under the Clinton Administration, Joe was honored to be invited to serve as a founding member of the Council for Excellence in Government and be subsequently benchmarked as a leader by the inter-governmental technology leadership consortium.
In addition to his role at CRMNEXT, Joe currently serves on the board of Beyond Differences, working to empower youth and end social isolation in schools.
He and his wife Linda live in Marin County, California and have four daughters
President & CEO
SVP, Creative Director
Tom is a retail designer and creative director focused on brand development, graphic communication, environments design, and implementation. His career spans over 30 years and is distinguished by industry awards and, more importantly, industry results for some of the best-known brands in the world as well as emerging brands.
His diverse client list includes projects for: Whole Foods Market, Walmart, Chick-fil-A, Office Depot, General Motors, Oakley, Krispy Kreme, Buffalo Wild Wings, The Home Depot, Kroger, Mizuno and ExxonMobil.
Tom’s experience includes projects in the U.S., Canada, Europe, South America and Asia. Tom has been published by DDI, Convenience Store News and Future Forum with design awards from Chain Store Age, ISP/VM+SD and Shop! Awards Competitions.
Tom is a graduate of The Cleveland Institute of Art with a Bachelor of Fine Art degree in Industrial Design and Graphic Communication.
SVP Retail Strategy
Shopaholic. Strategist. Tour guide. Soccer Mom.
As a retail strategist for Miller Zell, Sue uses her deep experience with FIs and retail environments to help her banking clients express their brands in their physical spaces, considering the customer experience at every touchpoint.
Sue frequently finds herself mystery shopping, curating store tours, and serving up points-of-view upon request.
We're already at work booking an industry-leading roster of speakers for 2017 - keep an eye on this page for updates.
If you would be interested in being a part of Fixed Income Future Leaders USA 2017, we would love to hear from you.