At CFO (Boardroom Media) we track over 1,000,000 startups and over 5,000,000 people who hold key positions in these companies. We use this directory of startups to highlight top employees, founders and board members we think deserve more appreciation than they are currently getting.
This list showcases the top United States based CFO’ operating in the Banking space. If you think a CFO’ is missing from this list, feel free to contact our editor on [email protected].
The individuals on this list have been included because of exceptional performance in one of the following categories:
- Innovation – Operating as a key part in an extremely innovative business or startup.
- Growth – Operating as a key figure in the growth and upscale of a market leading business or startup.
- Management – Showing exceptional management skills.
- Societal impact – Putting their business on the map for their positive societal or environmental impact.
Our Data – We source our data from OSINT (open source intelligence) and public directories such as Crunchbase, SemRush and many more. The data from these sources should be treated with a degree of caution and verified yourself.
Dan Kaltenbach
CFO of Owl.co
Dan Kaltenbach is the Chief Financial Officer of owl.co.
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About Owl.co: Owl is an insurance claims monitoring platform that detects non-eligible claims through evidence and facts with an audit trail.
Kathleen A. Rogers
Vice Chairman & Chief Financial Officer of U.S. Bancorp
Ms. Rogers is Vice Chairman and Chief Financial Officer of U.S. Bancorp. Ms. Rogers, 49, has served in this position since January 2015. From June 2005 until January 2015, she served as U.S. Bancorp’s Executive Vice President, Business Line Reporting and Planning, having served in various financial roles at U.S. Bancorp since joining the company in 1987.
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About U.S. Bancorp: U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Jennifer Piepszak
CFO of JP Morgan Chase
Jennifer A. Piepszak, also known as Jenn, has been Chief Executive of Card Services Division at JPMorgan Chase & Co. Jennifer Piepszak served as the Chief Executive Officer of Business Banking at JPMorgan Chase & Co. She held a variety of leadership positions in the Investment Bank and Mortgage Banking, before being named head of Business Banking National Sales last year. She has been with JPMorgan Chase 21 years. She holds Bachelor of Science from Fairfield University.
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About JP Morgan Chase: JP Morgan Chase is a global financial services provider that offers investment banking, asset management, treasury, and other services.
Abdel Meguid Afifi
Chief Financial Officer of Fawry
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About Fawry: Fawry is a pioneering Electronic Payment Network, offering financial services to consumers and businesses
Robert Q. Reilly
Chief Financial Officer of PNC
Robert Q. Reilly is executive vice president and chief financial officer of The PNC Financial Services Group. Prior to being named to his current role, Reilly served as head of the Asset Management Group where he was responsible for PNC’s wealth management, institutional investments, and ultra-high net worth business segments and activities. Reilly joined PNC Bank in 1987 and has held numerous line and management positions in investment banking and commercial banking. His previous positions have included deputy manager of PNC Advisors, executive vice president responsible for PNC Bank’s overall corporate banking effort and executive vice president of credit for Corporate Banking. Reilly was promoted to vice president in 1992, elected senior vice president in 1997, executive vice president in 2002, named head of the Asset Management Group in 2005 and appointed chief financial officer in 2013. Reilly serves on the board of directors for RAF Industries, the Delaware Valley Community Reinvestment Fund (DVCRF) Investment Committee and PNC Bank Community Partners, Inc. In addition, he serves as vice chairman of The Clearing House’s Chief Financial Officer Summit. He is a past board member of the Pennsylvania Horticultural Society.
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About PNC: PNC is a financial service company providing bank deposits products and services to its community.
Jason Donner
Chief Financial Officer of Veritas Capital
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About Veritas Capital: Veritas Capital is a private equity investment firm that invests in companies that provide critical products and services.
Matthew Newcomb
CFO of Chime
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About Chime, DigiPuppets, Insure.VC: Chime helps everyday people achieve financial peace of mind, together.
Bernard Lauwers
WBG CFO Office, Special Initiatives of THE WORLD BANK
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About THE WORLD BANK: The World Bank Group provides financial and technical assistance to developing countries.
Raj Patel
Co-Founder, COO & CFO of Mantl
Raj Patel is the Chief Operating Officer, Chief Financial Officer, and Co-Founder of Mantl.
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About Mantl: Mantl is a banking technology company that provides workflow management and automation tools for banks and credit unions.
David Querciagrossa
Co-Founder | Chief Financial Officer of Hypur
David leads the finance and accounting functions at Hypur. With over 22 years of experience in accounting and finance, David has held senior-level finance positions with both high-growth public and private companies ranging from start-ups to $4 billion international enterprises. He has extensive expertise in financial modeling, capital markets, investor relations, and building finance teams, and he is a Certified Public Accountant.
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About Hypur: Hypur automates many tasks, ensuring consistent application of policies and allowing staff to focus on serving clients, not doing paperwork.
Daniel Siracuse
Chief Financial Officer & Chief Operating Officer of Trumid
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About Trumid: Trumid is a financial technology company bringing efficiency to credit trading through data, technology, and innovative products.
David S. Morimoto
EVP & Chief Financial Officer of Central Pacific Bank
David S. Morimoto is the Executive Vice President and Chief Financial Officer at Central Pacific Bank.
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About Central Pacific Bank: Central Pacific Bank provides banking products and services.
R. Mark Graf
Executive VP & CFO of Discover Financial Services
R. Mark Graf joined Discover in 2011 as executive vice president, chief financial officer. Prior to joining Discover, Mark was an investment advisor with Aquiline Capital Partners, a private equity firm specializing in investments in the financial services industry. Prior to that, he was a partner at Barrett Ellman Stoddard Capital from 2006 to 2008. Mark was executive vice president and chief financial officer for Fifth Third Bank from 2004 to 2006, after having served as its treasurer from 2001 to 2004. He holds a bachelor’s degree from the Wharton School of the University of Pennsylvania.
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About Discover Financial Services: Discover Financial Services is a direct banking and payment services company.
Marc Blouin
CFO of Yodlee
Marc Blouin is the Chief Financial Officer for Envestnet | Yodlee managing the finance, accounting, and IT departments. During his long tenure at Envestnet | Yodlee, he’s helped to lead the company through both its IPO and acquisition by Envestnet. Prior to joining Envestnet | Yodlee, Marc was the VP of Finance at Bell Microproducts as well as Agile Software and has also held roles at Ernst and Young. Marc holds a Master in Business Administration from the University of Santa Clara and has a Bachelor of Science in Accounting and Finance from San Diego State University.
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About Yodlee: Yodlee is a provider of financial applications that offers solutions for banks, entrepreneurs and individuals.
Bill Funcannon
Controller, Managing Director & CFO of OVP Venture Partners
Bill Funcannon joined OVP Venture Partners in 1989, first as Controller and then as Managing Director and Chief Financial Officer. In this role he reviews all financing documents, negotiates term sheets, structures deals and assists in the due diligence process. Bill is responsible for the firm’s day-to-day administrative activities and all its financial and reporting functions. Bill also sits on the Boards of RedSeal and EnerG2. He was previously a Board Membor for LeMond Fitness (sold) and Avenda (sold to Aruba). Prior to joining OVP, Bill spent eight years as Venture Fund Controller at Hambrecht & Quist, where he managed over $700 million in assets. Prior to H&Q Bill was a Registered Representative with the brokerage firm of CD Anderson & Co.
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About OVP Venture Partners: OVP Venture Partners is a venture capital firm specializing in early-stage technology-based companies.
James “Woody” Woodall
Chief Financial Officer of FIS
James “Woody” Woodall serves as chief financial officer of FIS and is responsible for enterprise-wide oversight of all aspects of FIS’ financial operations, including controllership, treasury, investor relations, financial planning and analysis and corporate development functions, in addition to FIS’ capital allocation strategy. A strategic financial leader, Woodall served as senior vice president, chief accounting officer and controller for FIS for five years before becoming chief financial officer. Prior to joining FIS in 2008, he served as vice president of finance at Eclipsys Corporation; executive director and controller of AT&T’s southeast region; senior manager in the audit practice of PricewaterhouseCoopers, serving technology and communications clients; and more. Woodall is a CPA and was a member of the Business Advisory Council for Troy State University where he earned his bachelor’s degree in accounting. Woodall’s leadership activities in the Jacksonville (Fla.) community include board of trustee roles at the Jacksonville Museum of Science and History and the Sanctuary on 8th Street, an organization that works to expand opportunities for children and families through education, social services, recreation and the arts.
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About FIS: FIS focuses on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions.
Ryan Faulkingham
Chief Financial Officer of Compass Diversified Holdings
Ryan Faulkingham is the chief financial officer at Compass Group a company that acquires controlling interests in and actively manages businesses operating in industries with long-term, macro-economic growth opportunities. He has also been an executive vice president and director of financial reporting of the same company. Starting his career at Arthur Anderson and later at KPMG, Faulkingham gathered his over 15 years of experience in finance and auditing as a vice president at Merrill Lynch & Co., and finance manager at WebMD Corporation.Faulkingham holds a bachelor’s degree in accounting from Lehigh University and an MBA from Fordham University.
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About Compass Diversified Holdings, Compass Diversified Trust: Compass Diversified Holdings is a public company that owns and manages a diverse of middle market businesses.
James Dotter
CFO of MX Technologies
James Dotter has been Chief Financial Officer at MX since 2014. During his time, he led MX’s go-to-market operations through a significant phase of more than 5x growth. Previous to joining MX, James ran operations and finance at InsideSales.com, where he was responsible for driving market cap from $6 million to over $1.5 billion, five consecutive years of more than 100 percent revenue growth, and the company’s proprietary machine learning platform.
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About MX Technologies: MX Technologies is a fintech company that aims to connect people with their financial data in a way that automates their money experience.
Michael Pizzi
Chief Financial Officer of E*TRADE
As Chief Financial Officer, Michael Pizzi is responsible for all finance and accounting functions for E*TRADE Financial, including financial reporting, planning, tax, treasury, as well as the Company’s investor relations, corporate communications, facilities and procurement functions. Mr. Pizzi has been with E*TRADE since 2003 and most recently served as the Company’s Chief Risk Officer. Prior to that he served as the Corporate and bank Treasurer, during which time he was responsible for all portfolio, capital and liquidity management. He also previously held various positions in E*TRADE’s portfolio management and derivatives functions. Before joining E*TRADE, Mr. Pizzi worked in asset/liability management at both Lehman Brothers and First Maryland Bank, as well as in capital markets research for the Federal Reserve Board. Mr. Pizzi earned a BA in Economics from Ursinus College, is a CFA charterholder, and holds the Financial Risk Manager (FRM) designation.
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About E*TRADE: E*Trade is a financial services company that specializes in online discount stock brokerage service for self-directed investors.
Igor Pesin
Co-Founder & CFO of Arival
Igor is serial investor and entrepreneur, co-founder of fintech VC fund Life.SREDA (Singapore) and licensed digital bank for businesses Arival Bank (US). Igor has started his career in management consulting (Strategy Partners Group, KPMG) with the specialization in IT, finance and consumer goods sectors. He continued his career in banking (BCS Bank) and tech M&A (AFK Sistema) focusing on strategy and business development. After receiving an MBA in School of Management SKOLKOVO and innovation and entrepreneurship Executive program at the MIT Sloan School of Management, Igor participated in several IT start-ups and joined a newly formed VС fund Life.SREDA (Singapore), where he participated as CIO in 20+ investment deals in the fintech space across the world, including 9 exits to date. In 2018 Igor with co-founders started a new venture – licensed digital bank for international businesses Arival Bank, tailored for undeserved business clients, such as investment funds, fintechs, crypto, multinational global entrepreneurs, brokers, freelancers etc.
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About Arival, Life.SREDA: A fintech company building banking services for businesses and entrepreneurs across the world.
Jay C. Horgen
CFO of Affiliated Managers Group
Jay Horgen joined AMG in 2007 as Executive Vice President in charge of the Company’s New Investments effort, and became Chief Financial Officer in 2011. Prior to joining AMG, Horgen was a founder of Eastside Partners, a private equity firm. From 1993 to 2005, Horgen was an investment banker serving as a managing director in the Financial Institutions Group at Merrill Lynch and, prior to that, he worked as an investment banker in the Financial Institutions Group at Goldman, Sachs & Co. Horgen received a B.A. in Economics and Mathematics from Yale University.
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About Affiliated Managers Group: Affiliated Managers Group is a asset management company with boutique investment management.
John Lane
Global CFO – Alternatives of PIMCO
John Lane is the Global CFO – Alternatives at PIMCO.
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About PIMCO: PIMCO, a global investment solutions provider that manages investments for public and private pension and retirement plans and other assets.
Gregory Barron
Chief Financial Officer of Metropolitan Bank
Gregory Barron has serves as Chief Financial Officer of Metropolitan BancGroup, Inc. and Metropolitan Bank since 2007. As a senior financial executive with over 20 years of experience in banking and finance, prior to his employment with Metropolitan, Mr. Barron serves as Chief Financial Officer for a local community bank from 1992 to 2007. Prior to that, he worked in public accounting as a Senior Audit Manager with Shearer, Taylor & Co. from 1983 until 1992. Mr. Barron is a Certified Public Accountant and a graduate of Mississippi State University. He and his wife live in Madison, Mississippi.
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About Metropolitan Bank: Metropolitan Bank provides up-to-the-moment banking options that work with them to save time and money.
Bryan Brooks
CFO of Galileo Financial Technologies
Bryan Brooks is the CFO at Galileo Financial Technologies, Inc.
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About Galileo Financial Technologies: Galileo is a payment processing solutions platform, providing their customers with AI fraud detection.
John P. Sauerland
Vice President, Chief Financial Officer of The Progressive Corporation
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About The Progressive Corporation: Progressive is a place where innovation and collaboration are a way of life. Each of our employees has a role in our success and together.
Rex A. Copeland
Senior Vice President & Chief Financial Officer of Great Southern Bancorp
Rex A. Copeland is Treasurer of the Company and Senior Vice President and Chief Financial Officer of the Bank. He joined the Bank in 2000 and is responsible for the financial functions of the Company, including the internal and external financial reporting of the Company and its subsidiaries. Mr. Copeland is a Certified Public Accountant. Prior to joining the Bank, Mr. Copeland served other financial services companies in the areas of corporate accounting, internal audit and independent public accounting.
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About Great Southern Bancorp: Great Southern Bank has been serving the Midwest’s financial need for 99 years.
John Gamble
Corporate Vice President, Chief Financial Officer of Equifax
John Gamble is the chief financial officer of Equifax and is responsible for all financial functions including corporate finance, investor relations, accounting, audit, tax and treasury. Gamble was named to the position in May 2014 when he joined the company. Previously, Gamble was executive vice president and chief financial officer for Lexmark International, Inc., where, in addition to corporate finance functions, he was responsible for the company’s investor relations, information technology, strategy and development; and internal audit and security functions. Prior to Lexmark, he was executive vice president and chief financial officer of Agere Systems, Inc. Before that, Gamble held finance leadership roles with AlliedSignal, Inc., and then Honeywell International, Inc., following the merger of the two companies. Earlier, he served in a variety of finance capacities with General Motors. Gamble began his career as an electrical engineer with Bethlehem Steel Corporation. Gamble holds a bachelor’s degree in electrical engineering from Cornell University and a master’s degree in business administration from Columbia Business School.
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About Equifax: Equifax manages financial, demographic, employment, and marketing information in the U.S., Canada, the U.K, and Brazil for commercial uses.
Adam M. Davis
Senior Vice President & Chief Financial Officer of First Capital Bank of Kentucky
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About First Capital Bank of Kentucky: First Capital Bank of Kentucky accepts checking accounts, savings accounts, money market deposit accounts, certificate of deposits.
Adam M. Davis
Senior Vice President & Chief Financial Officer of First Capital Bank of Kentucky
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About First Capital Bank of Kentucky: First Capital Bank of Kentucky accepts checking accounts, savings accounts, money market deposit accounts, certificate of deposits.
Patrick J. Flanagan
Chief Financial Officer of loanDepot
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About loanDepot: loanDepot is an independent retail mortgage lender that provides residential loans, refinance loans, and personal loan products nationwide.
Jamie Anderson
Chief Financial Officer of First Financial
Jamie is currently the CFO of First Financial Bancorp and First Financial Bank. He is responsible for the finance, accounting, treasury and investor relations. Previously Jamie served as CFO at MainSource Financial Group. inc. and prior to holding that position was Administrative Vice President and Principal Accounting Officer.
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About First Financial: First Financial provides banking and financial services.
Belinda Hogan
Chief Financial Officer of 86 400
Belinda Hogan is the Chief Financial Officer at 86 400.
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About 86 400: 86 400 is a Australian first smartbank.
Joseph Chopp
Vice President and CFO of First Analysis
Joseph Chopp is a vice president and CFO coordinating financial administration of First Analysis and its private equity and venture capital funds. Prior to joining First Analysis in 1999, he spent nine years at Arthur Andersen LLP, most recently as a tax manager in the financial services area. He earned a J.D. and a master’s degree in tax law from DePaul University and a master’s degree in accounting science from the University of Illinois at Urbana-Champaign. He is a certified public accountant.
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About First Analysis: First Analysis is a venture capital investment company that offers equity research, investment banking, and sales and trading services.
Evan Russo
Chief Financial Officer of Lazard
Evan L. Russo, age 42, will become Chief Financial Officer of Lazard Ltd and Lazard Group, effective October 1, 2017. He is currently Managing Director and Co-Head of Lazard’s Capital Markets and Capital Structure Advisory practice. Mr. Russo has served as a Managing Director of Lazard since 2009, and joined Lazard as a Director in 2007. Prior to joining Lazard, he worked for Goldman, Sachs & Co. in the Investment Banking Division, and prior to that, for Barclays Capital. He began his career as a corporate attorney with the law firm of Milbank, Tweed, Hadley & McCloy.
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About Lazard: Lazard is a financial advisory and asset management firm focused on income strategies, alternative investments, and private equity funds.
James Ransom
Senior Vice President & Chief Financial Officer of Financial Management Solutions
James W. Ransom As SVP Finance and Administration, James Ransom directs the day-to-day operations of FMSI’s finance and administration in addition to serving as FMSI’s Corporate Treasurer. He brings more than 20 years of senior management experience in the financial services industry. Mr. Ransom most recently worked with ALLTEL Information Services as Director of Business Partner Relationships. He also draws on experience gained from his tenure with ULTRADATA Corporation as Director of Marketing Strategies. An industry veteran, Mr. Ransom began his career as a banker in New York. Mr. Ransom earned a Bachelor of Science degree in Economics from Purdue University. He has also completed MBA course work at Pennsylvania State University and Cornell University.
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About Financial Management Solutions: Financial Management Solutions provides easy-to-use, yet sophisticated, software-as-a-service solutions.
Lori Carella
Chief Financial Officer of Financial Management Solutions
Lori Carella With 30 years of accounting experience, Lori manages FMSI’s finances with a keen eye toward process improvement, accuracy, and timeliness. Lori has worked as CFO/Controller in various private, public and non-profit industries including construction, education and training, resort and golf course properties and also as an analyst at The Coca-Cola Company. Her vast knowledge allows FMSI to benefit from best practices she has learned throughout her career. Lori is a member of the Georgia Society of CPA’s and graduated with a Bachelor’s of Business Administration from St. Bonaventure University, Olean, NY.
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About Financial Management Solutions: Financial Management Solutions provides easy-to-use, yet sophisticated, software-as-a-service solutions.
Karina B. Stahl
Managing Director, Chief Financial Officer – Investment Funds of Monroe Capital
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About Monroe Capital: Monroe Capital is a provider of senior and junior debt and equity co-investments to middle market companies in the U.S. and Canada
Richard Capone
CFO & SVP of Bancorp of New Jersey
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About Bancorp of New Jersey: Bank of New Jersey provides commercial banking services.
Carl D. Culp
Senior Executive Vice President & Chief Financial Officer of Farmers National Bank
CFO at Farmers National Bank.
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About Farmers National Bank: Proudly based in Canfield, Ohio, Farmers offers 20 locations and two Trust offices throughout Columbiana,
Carl D. Culp
Senior Executive Vice President & Chief Financial Officer of Farmers National Bank
CFO at Farmers National Bank.
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About Farmers National Bank: Proudly based in Canfield, Ohio, Farmers offers 20 locations and two Trust offices throughout Columbiana,
Carter M. Peters
EVP & CFO of Guaranty Federal Bancshares
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About Guaranty Federal Bancshares: Guaranty Bancorp is a bank holding company that has a subsidiary corporation offering full banking services.
Kevin M. Killips
Executive Managing Director & Chief Financial Officer of PrivateBancorp
Kevin M. Killips is Executive Managing Director and Chief Financial Officer for The PrivateBank. In this role, Killips is responsible for the financing planning, treasury, accounting, reporting and management functions for the Company. He also oversees comprehensive operations, including information technology. Killips most recently served as Senior Vice President, Chief Accounting Officer and Corporate Controller with Discover Financial Services since March 2008, responsible for comprehensive accounting, reporting, planning and tax functions. Prior to that, Killips worked for nearly 10 years at LaSalle Bank and its then-parent company, ABN AMRO, serving as Executive Vice President, North American Chief Accounting Officer and Corporate Controller. He also was director of Internal Audit, and then Vice President-Finance at Transamerica Corporation. Killips began his career at Ernst & Young, where he served from 1979-1993. Killips serves as vice chair of the Board of Trustees for Dominican University.
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About PrivateBancorp: PrivateBancorp as a Delaware corporation in 1989 to provide highly personalized financial services.
Randall M. Greenwood
Senior Vice President, Chief Financial Officer & Treasurer of UNITED BANCORP
Greenwood, Senior Vice President, Chief Financial Officer & Treasurer of United Bancorp, Inc. (the Company), is also Executive Vice President and Chief Financial Officer of Unified Bank (The Bank). He joined the Bank in December 1997 as Senior Vice President and Chief Financial Officer and as Vice President, Chief Financial Officer and Treasurer of the Company. He directs the financial functions and has significantly enhanced the accounting, regulatory reporting, budgeting, asset/liability management and forecasting for the Bank as well as the Company.
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About UNITED BANCORP: UNITED BANCORP is engaged in the commercial banking business.
Rich Radice
Chief Financial Officer and Chief Compliance Officer of Moven
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About Moven, Treehouse Consulting Group: Moven focuses on enabling banks and non-bank partners to leverage the acquire, engage, retain, and grow their customer base.
Bryan McKeag
EVP & CFO of Heartland Financial
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About Heartland Financial: Founded in 1981, Heartland Financial USA, Inc. is a $4.9 billion multibank holding company offering uniquely different banking solutions
Jennifer M. Champagne
EVP & CFO of Community First Bank
Jennifer M. Champagne serves as the Executive Vice President and Chief Financial Officer at Community First Bank.
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About Community First Bank: Community First Bank is a commercial banking company that provides banking and financial services.
David L. Nielsen
Chief Financial Officer of CommunityOne Bank
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About CommunityOne Bank: CommunityOne was organized over 100 years ago on December 4, 1907 as First National Bank of Asheboro.
David S. Huffman
CFO of TFS Financial Corporation
David S. Huffman joined Third Federal Savings and Loan in 1993, and has served as the Chief Financial Officer since 2000. Mr. Huffman has more than 30 years experience in the financial institutions industry, including serving as Chief Financial Officer of First American Savings Bank of Canton, Ohio, from 1989 to 1993.
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About TFS Financial Corporation: TFS Financial Corporation operates as a holding company for Third Federal Savings and Loan Association of Cleveland.
Timothy Carter
Managing Director, Chief Financial Officer of Piper Jaffray
Tim Carter is the chief financial officer of Piper Jaffray. In this role, he is responsible for managing the firm’s treasury, accounting, market and credit risk and the financial planning & analysis function. Carter joined the firm in 1995 and has held various finance positions including senior vice president of finance, controller, chief accounting officer and treasurer. During his time at Piper Jaffray, Carter has been a key participant in multiple strategic corporate development actions that have helped shape the firm. Prior to joining Piper Jaffray, Carter worked in public accounting at Deloitte. Carter graduated from Gustavus Adolphus College with a bachelor’s degree in accounting and is a licensed CPA. He serves on the board of College Possible Minnesota and was previously board chair.
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About Piper Jaffray, Piper Sandler: Piper Jaffray is a full-service investment bank and asset management firm serving clients in the U.S. and internationally.
Pete Graham
Chief Financial Officer of PRA Group
Pete Graham serves as executive vice president and chief financial officer for PRA Group. Graham is a seasoned finance executive with more than 20 years focused on the financial services industry across a broad range of sectors including lending, leasing, insurance and asset management. Graham joined PRA in 2016 and reports directly to PRA President and Chief Administrative Officer Kevin Stevenson. Graham is a 14-year veteran of General Electric Company (GE), most recently as a finance executive on the GE Capital exit plan team, focused on GE’s disposition of the majority of GE Capital. His previous positions within GE Capital include chief financial officer for GE Commercial Distribution Finance and GE Capital Markets. He also served as global controller for Treasury and Global Funding Operations and controller and manager of Financial Planning and Analysis for GE Asset Management. Prior to joining GE, Graham was with KPMG LLP for 10 years where he led audit and advisory teams serving clients in the financial services industry in insurance, banking, and asset management. His tenure with KPMG included three years living and working in Switzerland while leading teams across Europe. Graham earned his bachelor’s degree in accounting from the University of Connecticut and is also a Certified Public Accountant.
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About PRA Group: PRA Group offers the following broad range of debt buying solutions and business and government services.
Alfred Harutunian
Chief Financial Officer of Latham & Watkins
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About Latham & Watkins: Latham & Watkins is a global law firm that offers legal advisory services.
Raja Dakkuri
Chief Financial Officer of Bank Leumi USA
Raja Dakkuri is the Chief Financial Officer at Leumi. Mr. Dakkuri joined Leumi in 2015. Prior to joining Leumi, Mr. Dakkuri was a Director in the Finance Department at Point 72 Asset Management. Prior to that, he held various financial roles at Citigroup. Raja earned a bachelor’s degree in business administration from the University of Michigan.
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About Bank Leumi USA: Bank Leumi USA is a full-service commercial and private banking institution providing financial services to middle market firms.
Sarah Kubala
Chief Financial Officer of The Brandery
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About The Brandery, VonLehman & Company Inc., VonLehman & Company Inc.: The Brandery is nationally ranked as one of the top startup accelerators in the US.
Bryce Fowler
President and Chief Financial Officer of TBK Bank
Bryce Fowler is the president and chief financial officer of TBK Bank, SSB and the executive vice president, chief financial officer and treasurer of Triumph Bancorp, Inc. (Nasdaq: TBK). He previously served as member of the board, chief executive officer, president and public information officer under Triumph’s former name, Equity Bank, SSB. He joined Equity Bank, SSB in 2008 to lead the effort to stabilize its financial condition, leading to its sale to Triumph in November 2010. Bryce Fowler’s career includes fifteen years with Bluebonnet Savings Bank, SSB. where also served as director, president and chief financial officer. Bluebonnet Savings Bank, FSB, was a $3+ billion Southwest Plan institution formed from the acquisition of fifteen failed institutions in 1988. He was a member of the executive committee that led Bluebonnet through the acquisition and consolidation of these institutions, implemented and managed the government assistance agreement, expanded its statewide lending operations to be national in scope, and was one of the principal architects in the development and implementation of Bluebonnet’s transition from a community bank franchise to a wholesale institution focused primarily in MBS investment strategies. Subsequent to the planned liquidation of Bluebonnet, Bryce Fowler was a partner in Cyma Fund Advisors, which managed a $100 million capital investment in an $800 million leveraged mortgage-backed securities portfolio for two years. Bryce Fowler began his career in 1980 in public accounting as an auditor for David, Kinard & Company responsible primarily for financial institution clients, subsequently serving five years for Commodore Savings Association responsible for finance and accounting. Bryce Fowler received a Bachelor of Business Administration from the University of Texas – Arlington and is a Certified Public Accountant in Texas (license inactive).
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About TBK Bank: TBK Bank offering consumer and commercial banking products in Texas, Iowa, Illinois, Colorado and Kansas.
John M. Michel
Chief Financial Officer of First Foundation
At First Foundation, Mr. Michel is responsible for the treasury, information technology, financial reporting and human resource functions. He also provides assistance to other members of the Bank’s management team for business development and financial management matters. Mr. Michel, a certified public accountant (inactive), has over 20 years of experience in banking, mortgage and real estate accounting and financial management. He has served as the Chief Financial Officer of community and regional financial institutions. Mr. Michel is a graduate of the University of Notre Dame.
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About First Foundation: First Foundation provides integrated investment management, wealth planning, consulting, trust, and banking services.
David Hollaway
Chief Financial Officer of Prosperity Bancshares
David Hollaway is Chief Financial Officer at Prosperity Bancshares.
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About Prosperity Bancshares: Prosperity offers a variety of traditional loan and deposit products to its customers.
David Hollaway
Chief Financial Officer of Prosperity Bancshares
David Hollaway is Chief Financial Officer at Prosperity Bancshares.
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About Prosperity Bancshares: Prosperity offers a variety of traditional loan and deposit products to its customers.
Stephen F Carman
Executive Vice President, Chief Financial Officer & Treasurer of First Bank
Stephen F. Carman brings more than 30 years of banking experience to First Bank. As the Senior Vice President and Chief Financial Officer, he prepares earnings and other financial reports, handles regulatory reporting, manages and analyzes the bank’s investment portfolio, maintains the bank’s accounting system and general ledger and prepares the bank’s annual budget and financial plan. Mr. Carman began his career in banking at Yardville National Bank in 1979. He served in a number of positions of increasing responsibility until December of 1992, when he became Executive Vice President and Chief Financial Officer. Mr. Carman earned a Bachelor of Science Degree in Finance from Rider University in Lawrence, New Jersey, and has completed coursework at the National School of Bank Investments. He resides in Ewing, New Jersey.
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About First Bank: First Bank is the personal and business banking.
Stephen F Carman
Executive Vice President, Chief Financial Officer & Treasurer of First Bank
Stephen F. Carman brings more than 30 years of banking experience to First Bank. As the Senior Vice President and Chief Financial Officer, he prepares earnings and other financial reports, handles regulatory reporting, manages and analyzes the bank’s investment portfolio, maintains the bank’s accounting system and general ledger and prepares the bank’s annual budget and financial plan. Mr. Carman began his career in banking at Yardville National Bank in 1979. He served in a number of positions of increasing responsibility until December of 1992, when he became Executive Vice President and Chief Financial Officer. Mr. Carman earned a Bachelor of Science Degree in Finance from Rider University in Lawrence, New Jersey, and has completed coursework at the National School of Bank Investments. He resides in Ewing, New Jersey.
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About First Bank: First Bank is the personal and business banking.
Chad Hargrove
Chief Financial Officer & Chief Operating Officer of The National Bank of Georgia
A graduate of Georgia State University and Keller Graduate School of Management, Chad has worked in the financial sector since 2001 – with all of that time spent in the northeast Georgia market. His experience covers operations, finance, investor relations, human resources, marketing and compliance. He has also served in a leadership capacity as an associate member of the Georgia Society of CPA’s and several state banking association committees.
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About The National Bank of Georgia: The National Bank of Georgia provides a range of community-oriented consumer financial services.
Mark L. Sullivan
Vice Chairman & CFO of TriState Capital
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About TriState Capital: TriState Capital is a commercial and private bank that serves middle-market businesses and high-net-worth individuals.
Tony DeLise
CFO of MarketAxess
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About MarketAxess: MarketAxess operates a leading electronic trading platform that enables fixed-income market participants for trade corporate bonds.
Gregory Frost
Chief Financial Officer of Hartford Funds
Gregory Frost is the chief financial officer for Hartford Funds. In this role, Greg is responsible for all aspects of finance and corporate accounting for the firm, including planning and budgeting activities, all financial analysis, and corporate developement. He also oversees the technology and operations functions for Hartford Funds. Greg joined the organization in 2012. Prior to joining the company, he worked for Janus Capital Corporation for almost 15 years in several roles, most recently as CFO. Greg is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series 27 registered. Originally from Colorado, Greg attended the University of Colorado at Boulder where he received a bachelor’s degree with an emphasis in accounting.
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About Hartford Funds: Hartford Funds is a registered investment advisory firm.
Trudance L. C. Bakke
Chief Financial Officer of Foreside Financial Group
Ms. Bakke is responsible for all of Foreside’s financial operations. Prior to joining Foreside, she managed the reporting, finance and tax aspects of fund administration of Citigroup’s Global Transaction Services business. In her 10 years at Citigroup, she also managed corporate accounting and broker-dealer finance matters. Prior to this, she was with Coopers & Lybrand LLP.
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About Foreside Financial Group: Foreside provides strategic thinking, compliance-focused professionals who deliver a range of outsourced business solutions.
David Arnstein
Chief Financial Officer of Venture Investors
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About Venture Investors: Venture Investors is a premier provider of seed and early stage venture capital in the Midwest.
Randall D. Greenfield
CFO & EVP of California Bank of Commerce
Randall D. Greenfield is a member of the Bank’s Executive Management Committee, and reports to the Chief Executive Officer. Mr. Greenfield has over 30 years of financial management and commercial banking experience in the San Francisco Bay Area, most recently as the Executive Vice President and Chief Financial Officer of Diablo Valley Bank in Danville, which was acquired by San Jose based Heritage Bank in 2007. Prior to that, Mr. Greenfield was the Senior Vice President, Chief Financial Officer and a founding Executive Officer of Bay Bank of Commerce in San Leandro, and subsequently the Chief Financial Officer of Bay Commercial Services, the Bank Holding Company for the bank. After its acquisition by Greater Bay Bancorp in 1999, Greenfield worked for the Finance Division of Greater Bay providing financial, accounting and credit analysis support for this $7 billion multi-bank holding company. Mr. Greenfield was also the senior financial officer at Centennial Bank in Hayward and earlier trained as an auditor for the San Leandro based First State Bank of Northern California. Previously he also worked as an accountant at the San Francisco Law Firm of Petit, Evers & Martin and in Oakland at Swift & Co. Mr. Greenfield additionally served as San Francisco Chapter Director and President of the Bank Administration Institute, a bank educational service organization, and was a Director and Treasurer of the San Leandro Boys and Girls Club for many years. Mr. Greenfield is a graduate of the University of Washington with a B.A. degree in Anthropology.
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About California Bank of Commerce: Businesses face many challenges, but they believe banking shouldn’t be one of them.
Anne Robinson
Chief Financial Officer & Compliance Officer of Treasure State Bank
Ms. Robinson has eighteen years of experience in the banking industry with progressively rising levels of responsibilities. She was an integral part of organizing and opening Treasure State Bank and has been the Chief Financial Officer since its opening in January 2007. Previously, she served as Cashier of Community Bank–Missoula. Her duties include budgeting, financial reporting, operations management, compliance, security, new product development and implementation, and technology planning and maintenance. Ms. Robinson earned her Bachelors of Science in Business Administration, with an emphasis in Accounting, from The University of Montana. She previously was on the University of Montana School of Business Accounting and Finance Advisory Board. She is a lifelong Montana resident and has lived in the Missoula area for eighteen years.
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About Treasure State Bank: Treasure State Bank is a community bank based in Missoula, Montana.
Ernie Krueger
Executive Vice President & Chief Financial Officer of Mackinac Financial Corporation
Mr. Krueger has served as EVP & CFO of mBank and its holding company, Mackinac Financial Corporation, since October, 2006. He joined mBank in 2003 as the company’s SVP/CFO to lead the financial and accounting rehabilitation of the former North Country Bank and Trust. Krueger has over 35 years of experience in mergers & acquisitions, regulatory matters, tax planning, investor and shareholder relations and capital planning. He has worked at Solomon Smith Barney as a Financial Consultant and at Marshall & Ilsley Corporation as Vice President of Finance. He spent many years at Valley Bancorporation (Appleton, Wisconsin), ultimately serving as Vice President of Finance and Investor Relations. He holds a BBA and MBA from University of Wisconsin-Oshkosh, is a CPA and served in the U.S. Army.
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About Mackinac Financial Corporation: Mackinac Financial Corporation is a provider of commercial and retail banking products and services.
Jay Dahal
Co-Founder and CFO of Machnet
Jay Dahal is the Co-Founder & CFO at Machnet.
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About Machnet: Machpay is all in one single programmable API for cross border payments.
Doyle M. Thigpen
Chief Financial Officer of the little bank
Mr. Thigpen has served as CFO of the little bank, Inc. since it was organized in 1998. Prior banking experience included financial and accounting positions with three other banks, most recently with BB&T, and before that, First Financial Savings Bank. Mr. Thigpen is a 1980 graduate of the University of North Carolina at Chapel Hill and a 1985 graduate of East Carolina University’s MBA program.
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About the little bank, Union Banc Corp: the little bank provides banking services.
William Lauricella
CFO of Mediant
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About Mediant: Mediant is a provider of investor communications technology and technology-enabled solutions to banks, brokers, corporations, and funds.
Valerie C. Toalson
CFO of Cadence Bancorp
Ms. Valerie C. Toalson has been the Chief Financial Officer and Executive Vice President at Cadence Bancorp, LLC since December 21, 2012 and Cadence Bank N.A. She served as an Chief Financial Officer and Executive Vice President of BankAtlantic at BankAtlantic BanCorp. Inc. since February 2006 and January 23, 2007 respectively. She served as Chief Financial Officer and Executive Vice President at BankAtlantic BanCorp. Inc. since June 30, 2007 and served as its Principal Accounting Officer. She joined BankAtlantic in February, 2006 and served as Senior Vice President and Chief Financial Officer. Previously, she served as Senior Vice President and Controller of BOK Financial Corporation and Bank of Oklahoma, NA. Prior to 1993, she served as a Manager in the financial services industry practice with Price Waterhouse in Dallas. She served as the Chief Financial Officer and Executive Vice President of BBX Capital Corporation since July 2007 and served as its Principal Accounting Officer. She is a Certified Public Accountant
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About Cadence Bancorp: Cadence Bancorp provides banking services.
Gregory D Newton
Executive Vice President & Chief Financial Officer of Cascade Bancorp
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About Cascade Bancorp: Cascade Bancorp operates as the bank holding company for Bank of the Cascades.
Kevin D. Sipes
CFO of Republic Bank
Steven E. Trager began serving as President and Chief Executive Officer of Republic Bancorp, Inc. (‘Republic’) and Chairman and Chief Executive Officer of Republic Bank & Trust Company in 1998. He also has served as Chairman of Republic Bank since October 2006. From 1994 to 1997 he served as Vice Chairman and from 1994 to 1998 he served as Secretary of Republic. Mr. Trager received his undergraduate degree in finance at the University of Texas at Austin. He received his Juris Doctor degree from the University of Louisville Brandeis School of Law and has engaged in the practice of law with the firm of Wyatt, Tarrant & Combs. He has more than twenty years banking experience.
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About : Republic Bancorp, Inc. (Republic) is a holding company. Republic is the parent company of Republic Bank & Trust Company (RB&T).
Shick Yoon
EVP & CFO of Hanmi Bank
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About Hanmi Bank: Hanmi Bank was founded with the goal of catering to a growing Korean-American community.
Kyle Fry
CFO of MLG Blockchain Consulting
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About MLG Blockchain Consulting: MLG Blockchain Consulting develop next generation blockchain applications using blockchains and smart contract technology.
Jay Lent
ExExecutive Vice President and Chief Financial Officer of Atlantic Coast Financial Corporation
Jay Lent is the Executive Vice President Chief Financial Officer for Atlantic Coast Bank, having joined the Bank in 2014. With more than 30 years of financial services experience, he most recently served as President and CEO of Union Savings Bank (USB), a $2.5 billion mutual bank. During his tenure he helped to triple the size of the bank. Prior to USB, Jay held executive positions at three banks, and began his career at an international public accounting firm. A CPA, Jay received his MBA in Finance from The University of Connecticut, and a bachelor’s degree in Business Administration from Quinnipiac University.
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About : Atlantic Coast Federal Corporation is a federally-chartered stock corporation.
Paul A. Lovelace
Chief Financial Officer of Midstate Community Bank
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About Midstate Community Bank: Midstate Community Bank offers a full range of innovative banking products and services for deposits and mortgage lending.
John Foley
Chief Financial Officer of Abaca
John Foley is the Chief Financial Officer Abaca.
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About Abaca: Abaca is a fintech company offering banking, payment processing, lending, and treasury management services to the U.S. cannabis industry.
Hue Harguindeguy
Co-CEO & CFO of Guardian Analytics
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About Guardian Analytics: Guardian Analytics provides real-time omni-channel fraud prevention solutions to protect online, mobile, wire and ACH channels.
Paul Nigrelli
Managing Director & Chief Financial Officer of EquiLend
As EquiLend’s Chief Financial Officer, Paul oversees the company’s finance, accounting, human resources, and facilities. Paul is also responsible for global product development. He oversees the team’s responsibilities managing product strategy and developing additional opportunities for clients to leverage the EquiLend platform. Paul joined EquiLend in 2002 as the company’s Controller. Earlier in Paul’s career, he served eight years as an Audit Manager in the Banking and Capital Markets Practice for PricewaterhouseCoopers. His clients included large global investment banks and electronic trading platforms. Paul is a 1994 graduate of the University of Notre Dame, and holds a BS in business administration, with a concentration in accountancy. He has worked and lived in Chicago, London, and New York. Paul holds FINRA 7, 24, 27, and 63 licenses as well as IIROC CSC, CFO and PDO designations.
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About Datalend, EquiLend: EquiLend is a provider of trading and post-trade services for the securities finance industry.
Jamie Moses
Chief Financial Officer of First Bank
Jamie Moses is the Chief Financial Officer at First Bank.
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About First Bank: First Bank operates as a bank that offers financial services including personal banking, mortgage loans, wealth management, and others.
Carl M. Carlson
CFO of Brookline Bank
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About Brookline Bank: Brookline Bank has built a legacy of consistent financial strength, trust, outstanding banking services, and strong customer relationships.
Richard C Ebner
Chief Operating Officer & Chief Financial Officer of Liberty Bank
Richard C. Ebner, CPA, GCMA, Chief Operating Officer and Chief Financial Officer, joined the Bank in 2004. Mr. Ebner is directly responsible for the financial and operational aspects of the bank and brings more than forty years of banking experience to the job, primarily in the Cleveland area. Mr. Ebner was previously CFO of DeepGreen Bank, an internet-only bank, prior to that he acted as COO, CFO and Treasurer of both Haverfield Corporation and Home Bank. He also served in supervisory officer capacities at Charter One Bank and Society National Bank (now Key Bank). He graduated from John Carroll University with a BS/BA degree in Accounting.
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About Liberty Bank: Liberty Bank is a full-service community bank.
John Bailey
Founder, Director, CFO of Boston Startup CFO
John Bailey is the CFO of fluidIQ.
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About Boston Startup CFO, fluidIQ: CFO Services to Startups
David Story
CFO of Blue Sky Bank
David Story serves as the Chief Financial Officer at Blue Sky Bank.
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About Blue Sky Bank: Blue Sky Bank is a growing community bank that gives individuals confidence in their possibilities.
Raymond Lombardi
Vice President and CFO of Teledata Communications
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About Teledata Communications: Teledata Communications is a company that specializes in loan organization.
Mays Davenport
CFO of LegacyTexas
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About LegacyTexas: LegacyTexas is commercially oriented community bank that serves local entrepreneurs, businesses, and families.
Thomas Keating
CFO of BCB Community Bank
Thomas Keating is the CFO at BCB Community Bank.
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About BCB Community Bank: BCB Community Bank is the wholly-owned subsidiary of BCB Bancorp, Inc. (NASDAQ: BCBP).
Steve Canfield
Executive Vice President & CFO of Fresno First Bank
Mr. Canfield joined Fresno First Bank in 2007 as Executive Vice President and CFO bringing over 30 years of commercial banking, retail banking, management and finance experience to the Bank. A Fresno native, Mr. Canfield is a graduate of CSUF’s Craig School of Business and BAI’s bank management program at Duke University. Mr. Canfield began his banking career with Guarantee Savings & Loan and has held executive management positions with public and private companies including Regency Bank, Pacific Wireless Technologies and Fresno County Federal Credit Union.
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About Fresno First Bank: Fresno First Bank specializes in providing banking services to businesses, professionals, and individuals.
Debra L. Lee
CFO of CapStone Bank
Debbie Lee serves as a CFO at CapStone Bank.
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About CapStone Bank: CapStone Bank was founded in 2006 with the goal of elevating the level of expertise offered to banking customers in the Wake County area.
Mark E. Secor
EVP & CFO of Horizon Bank
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About Horizon Bank: Horizon is a community bank serving Northern and Central Indiana and Southwest Michigan.
Patrick Barrett
SEVP & CFO of Fulton Bank
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About Fulton Bank: Fulton Bank is a $16.1 billion regional financial holding company headquartered in Lancaster, Pennsylvania.
Imran Firoz
Founder, CFO, Director of FDCTech
Imran FIROZ is the Founder, CFO, Director of FDCTech
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About FDCTech, Match-Trade Technologies: FDCTech Inc. is a fully integrated company forever striving to partner with OTC Brokers and those in the burgeoning cryptocurrency market.
Michael Kagan
CFO & CCO of Informa Financial
Michael Kagan is a CFO & CCO at Informa Investment Solutions.
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About Informa Financial: Informa Financial provides financial software and services to financial institutions, brokerages, investment management companies.
John Sikora
Chief Financial Officer of Bremer Bank
John Sikora is the Chief Financial Officer at Bremer Bank.
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About Bremer Bank: Bremer Bank financial service company that offers banking, mortgage, investment, wealth management, trust, and insurance products.
Mitch Bleske
EVP, CFO & COO of Bremer Bank
Mitch Bleske is the CFO and COO at Bremer Bank.
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About Bremer Bank: Bremer Bank financial service company that offers banking, mortgage, investment, wealth management, trust, and insurance products.
Terry Moore
CFO & EVP of First Interstate Bank
Terry Moore is the Chief Financial Officer and Executive Vice President at First Interstate Bank.
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About First Interstate Bank: First Interstate Bank is a community banking organization headquartered in Billings, Montana.
Renee C. Bourland
Executive Vice President & Chief Financial Officer of Post Oak Bank
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About Post Oak Bank: Post Oak Bank offers personal and business banking services.
Andrew J. Micheletti
EVP & CFO of BofI Federal Bank
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About BofI Federal Bank: BofI Federal Bank (NASDAQ: BOFI), is a nationwide bank that provides financing for single and multifamily residential properties.
Stephanie Kushner
EVP & CFO of Broadwind Energy
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About Broadwind Energy: Their recently completed Recapitalization represents a major milestone in our overall plan to produce profitable growth for our investors.